reports
Check Point Recognized on Fast Company’s 2025 “Next Big Things in Tech...
Check Point Recognized on Fast Company’s 2025 “Next Big Things in Tech” List for Securing Public Blockchain REDWOOD CITY, Calif., Oct. 14, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced its inclusion in Fast Company’s 2025 list. This prestigious recognition highlights Check Point’s innovation in securing and protecting public blockchains from emerging cyber threats. “At Check Point, innovation isn’t just about keeping up — it’s about staying ahead,” said Roi Karo, Chief Strategy Officer at Check Point. “Just as Check Po...
- Wedbush Research
RARE ULTRAGENYX PHARMACEUTICAL INC.
QLYS QUALYS INC.
PANW PALO ALTO NETWORKS INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
KURA KURA ONCOLOGY INC.
FTNT FORTINET INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
ARDX ARDELYX INC
ISR ISORAY
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
ARVN ARVINAS HOLDING
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DDOG DATADOG INC CLASS A
APRE APREA THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
RVMD REVOLUTION MEDICINES
ORIC ORIC PHARMACEUTICALS
ZNTL ZENTALIS PHARMACEUTICALS
TVTX TRAVERE THERAPEUTICS INC
IMNM IMMUNOME
NUVB NUVATION BIO INC (A)
CGEM CULLINAN ONCOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
FHTX FOGHORN THERAPEUTICS
TNGX TANGO THERAPEUTICS
TCRX INC
GLUE TSCAN THERAPEUTICS INC
S MONTE ROSA THERAPEUTICS INC
TYRA SENTINELONE INC
NUVL TYRA BIOSCIENCES INC
CRBP NUVALENT INC
RBRK CORBUS PHARMACEUTICALS HOLDINGS INC.
BCAX RUBRIK INC
BBOT BICARA THERAPEUTICS INC.
BRIDGEBIO ONCOLOGY THERAPEUTICS INC
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Cybersecurity Channel Partner Feedback for September Quarter
CRWD: Continuing to Win, Separating from CompetitionCRWD came in 5-9% above plan as the company continues to gain momentum across Falcon Flex with improving sales options with its partner ecosystem, including OKTA and ZS, to drive stronger pipeline activity without any kind of channel stuffing. The
QLYS QUALYS INC.
PANW PALO ALTO NETWORKS INC.
FTNT FORTINET INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
OKTA OKTA INC. CLASS A
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DDOG DATADOG INC CLASS A
S SENTINELONE INC
RBRK RUBRIK INC
Palo Alto Networks Inc: 1 director
Three Directors at Palo Alto Networks Inc bought/sold after exercising options/sold 121,732 shares at between 0.000USD and 211.923USD. The significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary ...
- Wedbush Research
VRNS VARONIS SYSTEMS INC.
TRIP TRIPADVISOR INC.
TPH TRI POINTE HOMES INC.
TOL TOLL BROTHERS INC.
QLYS QUALYS INC.
PRGS PROGRESS SOFTWARE CORPORATION
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
MNKD MANNKIND CORP.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
INOD INNODATA
TMHC TAYLOR MORRISON HOME CORPORATION
MHO M/I HOMES INC.
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
ESTC ELASTIC N.V.
LYFT LYFT
TLS TELOS
AI C3.AI
PL PLANET LABS PBC
S SENTINELONE INC
SOUN SOUNDHOUND AI INC
SERV SERVE ROBOTICS INC
SNDK SANDISK CORP
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
M&A Set to Accelerate In Tech As AI Revolution Takes Hold; Top Tech Ta...
Figure 1: What Will the M&A Landscape Look Like Over the Next Decade?Source: Wedbush Securities, Inc.Funding Remains Strong Across Private AI Markets. With the AI Revolution hitting its next gear of growth, more AI companies across the public and private markets are starting to gain significant
TRIP TRIPADVISOR INC.
QLYS QUALYS INC.
PRGS PROGRESS SOFTWARE CORPORATION
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
INOD INNODATA
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
ESTC ELASTIC N.V.
LYFT LYFT
TLS TELOS
AI C3.AI
S SENTINELONE INC
SOUN SOUNDHOUND AI INC
SERV SERVE ROBOTICS INC
SNDK SANDISK CORP
Check Point Software to Announce 2025 Third Quarter Financial Results ...
Check Point Software to Announce 2025 Third Quarter Financial Results on October 28, 2025 REDWOOD CITY, Calif., Oct. 01, 2025 (GLOBE NEWSWIRE) -- . (NASDAQ: CHKP), a leading provider of cyber security solutions globally, today announced that it will release its financial results for the third quarter ended September 30, 2025, on Tuesday, October 28, 2025, before the U.S. financial markets open. Management will host a video conference call with the investment community at 8:30 AM EST/5:30 AM PST on October 28, 2025. A live video webcast of the call will be hosted on the company’s website a...
- Wedbush Research
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
KURA KURA ONCOLOGY INC.
IMAX IMAX CORPORATION
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
CDR CD PROJEKT S.A.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
EA ELECTRONIC ARTS INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ISR ISORAY
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
ZG ZILLOW GROUP INC. CLASS A
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
STRO SUTRO BIOPHARMA
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
PASG PASSAGE BIO
BDTX BLACK DIAMOND THERAPEUTICS
ACET ADICET BIO INC
KROS KEROS THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
BEAM BEAM THERAPEUTICS
LRMR LARIMAR THERAPEUTICS INC
PRAX PRAXIS PRECISION MEDICINES
U UNITY SOFTWARE
TVTX TRAVERE THERAPEUTICS INC
VRDN VIRIDIAN THERAPEUTICS INC
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
DAWN DAY ONE BIOPHARMACEUTICALS INC
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
GMTX GEMINI THERAPEUTICS INC
TYRA TYRA BIOSCIENCES INC
EWTX EDGEWISE THERAPEUTICS INC
APGE APOGEE THERAPEUTICS INC
EMBRAC B EMBRACER GROUP AB
DNTH DIANTHUS THERAPEUTICS INC
LAC. LITHIUM AMERICAS CORP NEW
ORKA ORUKA THERAPEUTICS INC
ZBIO ZENAS BIOPHARMA INC.
TLX TELIX PHARMACEUTICALS LIMITED
MAZE MAZE THERAPEUTICS INC
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
IMAX IMAX CORPORATION
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
RBLX ROBLOX
Check Point Enters Next Level of Strategic Partnership with Wiz to Del...
Check Point Enters Next Level of Strategic Partnership with Wiz to Deliver Integrated CNAPP and Cloud Network Security Solution Building on February’s partnership announcement, Check Point and Wiz unveil unified Cloud Security Solution with Real-Time Visibility and AI-Powered Prevention REDWOOD CITY, Calif., Sept. 29, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced the next milestone in its strategic partnership with Wiz: the global rollout of a fully integrated solution uniting Check Point’s prevention-first cloud netwo...
Check Point Software Achieves FedRAMP Authorization, Empowering U.S. F...
Check Point Software Achieves FedRAMP Authorization, Empowering U.S. Federal Agencies with AI-Powered Cyber Security With FedRAMP Authorization, Check Point Strengthens Public Sector Security and Reaffirms Commitment to Government Compliance REDWOOD CITY, Calif., Sept. 25, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced it has achieved full FedRAMP authorization for the Infinity Platform for Government at the Moderate Impact Level. This milestone authorizes the Check Point Infinity Platform for Government to be deployed ...
- Wedbush Research
CYBR CYBERARK SOFTWARE LTD.
BCRX BIOCRYST PHARMACEUTICALS INC.
MSFT MICROSOFT CORPORATION
IDYA IDEAYA BIOSCIENCES
RVMD REVOLUTION MEDICINES
BDTX BLACK DIAMOND THERAPEUTICS
ORIC ORIC PHARMACEUTICALS
COGT COGENT BIOSCIENCES INC
PHVS PHARVARIS NV
NUVB NUVATION BIO INC (A)
CGEM CULLINAN ONCOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
TNGX TANGO THERAPEUTICS
ATXS INC
TYRA ASTRIA THERAPEUTICS INC
PEPG TYRA BIOSCIENCES INC
NUVL PEPGEN INC
BBOT NUVALENT INC
BRIDGEBIO ONCOLOGY THERAPEUTICS
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Check Point Acquires Lakera to Deliver End-to-End AI Security for Ente...
Check Point Acquires Lakera to Deliver End-to-End AI Security for Enterprises Together, Check Point and Lakera deliver one of the most advanced AI-native security platforms, built to protect the full lifecycle of AI REDWOOD CITY, Calif., Sept. 16, 2025 (GLOBE NEWSWIRE) -- Check Point® Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced it has entered into an agreement to acquire Lakera, one of the world’s leading AI-native security platforms for Agentic AI applications. With this acquisition, Check Point sets a new standard...
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
IMAX IMAX CORPORATION
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
ARGX ARGENX ADS
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
- Wedbush Research
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CXW CORECIVIC INC.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
STTK INC.
NUVB SHATTUCK LABS
STX NUVATION BIO INC (A)
ATXS SEAGATE TECHNOLOGY HLDGS PLC
GFS ASTRIA THERAPEUTICS INC
MLTX GLOBALFOUNDRIES INC
SYRE MOONLAKE IMMUNOTHERAPEUTICS
ORKA SPYRE THERAPEUTICS INC.
ORUKA THERAPEUTICS INC
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Adding PANW to the Wedbush Best Ideas List; One of Our Top Cyber Secur...
Adding Identity Security Completing the Platformization Approach. While PANW has pursued over 30 acquisitions over the past 5+ years, this acquisition was focused solely on adding a new leg to the company’s platformization strategy that was announced in 2024 as PANW looks to double down on this str
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 2Q25
We publish today our comprehensive quarterly bible: 229 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides. Please follow the link below for more details.
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
IFX INFINEON TECHNOLOGIES AG
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- Pierre FerraguÊ
Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, ...
Today, we are publishing the Enterprise IT section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Legacy IT spending is moderating after a strong 2H24, while public-cloud growth accelerated slightly on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the lo...
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