CALLCHKP.TA3 months ago4.2Kviews

CHKP: right thesis, wrong price

The operational story is intact. The entry is not, after a move that already discounts two years of the plan.

Ben Shapira@ben_shapiro_il

Evidence · 2 cards

The case

CHKP: right thesis, wrong price

The operational story is intact. The entry is not, after a move that already discounts two years of the plan.

The edge

The Street says

Consensus models the cycle turning in the second half
Sell-side target clusters within 8% of spotAuto

I say

The turn already happened in order intake two quarters ago
My number is 14% above the street on the out yearCreator est.

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This is research, not financial advice. Calls lock at publish and are graded by the market; they can be and often are wrong. Do your own research and consider your own circumstances before acting.