Pro Inside vs Check Point Software: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Pro Inside Public Company Limited (PIS.BK)

Q3 202620 Jul – 1 Oct 2026

▲4

PIS builds record backlog and pushes into smart energy

Analyst sees two years of profit growth Yuanta forecast PIS profit rising about 17% in 2026 and 30% in 2027, helped by a backlog that grew from 2.1 billion to 4.4 billion baht, and set a fair value of 7.10 baht. A higher target pulls buyers toward the stock.
An analyst upgrade with a fair value target is a direct, new reason the stock can re-rate upward.
Government Big Data plan opens new bids The cabinet backed a national Big Data strategy for 2025-2027, pushing Government Cloud, a national data platform and Thai-language AI. PIS plans to bid for these state projects, which would add new orders and revenue on top of its existing work.
A new government policy creates fresh demand for PIS's services, a core driver of future revenue.
First-half profit up 8%, backlog jumps PIS reported first-half 2026 net profit of 164 million baht, up 8%, on revenue of 1.531 billion baht, up 6%. Its backlog jumped to 6.096 billion baht, to be booked over three to four years, backing its 10-15% full-year revenue growth target.
Actual earnings growth and a much larger backlog confirm the growth story with real numbers.
Bidding spree and smart-meter stake PIS will bid for over 5 billion baht of state projects, targeting 10 billion baht of contracts this year, and bought 50% of Energy Max, a smart electricity meter maker. This extends it into Smart Grid and energy, a new growth engine.
New contract targets plus the Energy Max deal are the main fresh catalysts for future revenue.

August 202620 Jul – 1 Oct 2026

▲4

PIS builds record backlog and pushes into smart energy

Analyst sees two years of profit growth Yuanta forecast PIS profit rising about 17% in 2026 and 30% in 2027, helped by a backlog that grew from 2.1 billion to 4.4 billion baht, and set a fair value of 7.10 baht. A higher target pulls buyers toward the stock.
An analyst upgrade with a fair value target is a direct, new reason the stock can re-rate upward.
Government Big Data plan opens new bids The cabinet backed a national Big Data strategy for 2025-2027, pushing Government Cloud, a national data platform and Thai-language AI. PIS plans to bid for these state projects, which would add new orders and revenue on top of its existing work.
A new government policy creates fresh demand for PIS's services, a core driver of future revenue.
First-half profit up 8%, backlog jumps PIS reported first-half 2026 net profit of 164 million baht, up 8%, on revenue of 1.531 billion baht, up 6%. Its backlog jumped to 6.096 billion baht, to be booked over three to four years, backing its 10-15% full-year revenue growth target.
Actual earnings growth and a much larger backlog confirm the growth story with real numbers.
Bidding spree and smart-meter stake PIS will bid for over 5 billion baht of state projects, targeting 10 billion baht of contracts this year, and bought 50% of Energy Max, a smart electricity meter maker. This extends it into Smart Grid and energy, a new growth engine.
New contract targets plus the Energy Max deal are the main fresh catalysts for future revenue.

Latest20 Jul – 1 Oct 2026

▲4

PIS builds record backlog and pushes into smart energy

Analyst sees two years of profit growth Yuanta forecast PIS profit rising about 17% in 2026 and 30% in 2027, helped by a backlog that grew from 2.1 billion to 4.4 billion baht, and set a fair value of 7.10 baht. A higher target pulls buyers toward the stock.
An analyst upgrade with a fair value target is a direct, new reason the stock can re-rate upward.
Government Big Data plan opens new bids The cabinet backed a national Big Data strategy for 2025-2027, pushing Government Cloud, a national data platform and Thai-language AI. PIS plans to bid for these state projects, which would add new orders and revenue on top of its existing work.
A new government policy creates fresh demand for PIS's services, a core driver of future revenue.
First-half profit up 8%, backlog jumps PIS reported first-half 2026 net profit of 164 million baht, up 8%, on revenue of 1.531 billion baht, up 6%. Its backlog jumped to 6.096 billion baht, to be booked over three to four years, backing its 10-15% full-year revenue growth target.
Actual earnings growth and a much larger backlog confirm the growth story with real numbers.
Bidding spree and smart-meter stake PIS will bid for over 5 billion baht of state projects, targeting 10 billion baht of contracts this year, and bought 50% of Energy Max, a smart electricity meter maker. This extends it into Smart Grid and energy, a new growth engine.
New contract targets plus the Energy Max deal are the main fresh catalysts for future revenue.

Check Point Software Technologies Ltd (CHKP)

Q3 202617 Jun – 8 Aug 2026

▲4

Check Point's AI security push meets near-term firewall demand surge

AI security expansion via Amazon Bedrock Check Point will integrate with Amazon Bedrock AgentCore to secure AI agent workflows, adding new product capabilities. This positions Check Point in the fast-growing AI security market, which could attract new customers and support future revenue growth.
Shows a new technology partnership that expands Check Point's addressable market and competitive position.
Cloud Firewall on AWS European Sovereign Cloud Check Point's Cloud Firewall is now available on the AWS European Sovereign Cloud, letting European firms meet strict data residency rules. This opens a new sales channel in Europe and could boost demand for Check Point's cloud security products.
Highlights a new geographic and regulatory-driven demand opportunity for Check Point.
Firewall demand surge from price hikes and threats Barclays says enterprises are buying firewalls aggressively to beat upcoming price increases, and the Mythos threat is pulling budget toward security. This benefits Check Point now, but the bank warns it may be pulled-forward demand, which could hurt future comparisons.
Explains a key near-term demand driver and its potential downside, directly affecting CHKP's sales outlook.
Q2 earnings: subscriptions offset appliance weakness, $2B buyback Check Point's Q2 revenue met expectations as subscription growth (up 12%) offset a 14% drop in appliance sales. Earnings beat guidance, and the company added $2 billion to its buyback, signaling confidence and supporting the stock price.
Provides the latest financial results and capital return news that directly influence investor sentiment and valuation.

July 202617 Jun – 8 Aug 2026

▲4

Check Point's AI security push meets near-term firewall demand surge

AI security expansion via Amazon Bedrock Check Point will integrate with Amazon Bedrock AgentCore to secure AI agent workflows, adding new product capabilities. This positions Check Point in the fast-growing AI security market, which could attract new customers and support future revenue growth.
Shows a new technology partnership that expands Check Point's addressable market and competitive position.
Cloud Firewall on AWS European Sovereign Cloud Check Point's Cloud Firewall is now available on the AWS European Sovereign Cloud, letting European firms meet strict data residency rules. This opens a new sales channel in Europe and could boost demand for Check Point's cloud security products.
Highlights a new geographic and regulatory-driven demand opportunity for Check Point.
Firewall demand surge from price hikes and threats Barclays says enterprises are buying firewalls aggressively to beat upcoming price increases, and the Mythos threat is pulling budget toward security. This benefits Check Point now, but the bank warns it may be pulled-forward demand, which could hurt future comparisons.
Explains a key near-term demand driver and its potential downside, directly affecting CHKP's sales outlook.
Q2 earnings: subscriptions offset appliance weakness, $2B buyback Check Point's Q2 revenue met expectations as subscription growth (up 12%) offset a 14% drop in appliance sales. Earnings beat guidance, and the company added $2 billion to its buyback, signaling confidence and supporting the stock price.
Provides the latest financial results and capital return news that directly influence investor sentiment and valuation.

Latest17 Jun – 8 Aug 2026

▲4

Check Point's AI security push meets near-term firewall demand surge

AI security expansion via Amazon Bedrock Check Point will integrate with Amazon Bedrock AgentCore to secure AI agent workflows, adding new product capabilities. This positions Check Point in the fast-growing AI security market, which could attract new customers and support future revenue growth.
Shows a new technology partnership that expands Check Point's addressable market and competitive position.
Cloud Firewall on AWS European Sovereign Cloud Check Point's Cloud Firewall is now available on the AWS European Sovereign Cloud, letting European firms meet strict data residency rules. This opens a new sales channel in Europe and could boost demand for Check Point's cloud security products.
Highlights a new geographic and regulatory-driven demand opportunity for Check Point.
Firewall demand surge from price hikes and threats Barclays says enterprises are buying firewalls aggressively to beat upcoming price increases, and the Mythos threat is pulling budget toward security. This benefits Check Point now, but the bank warns it may be pulled-forward demand, which could hurt future comparisons.
Explains a key near-term demand driver and its potential downside, directly affecting CHKP's sales outlook.
Q2 earnings: subscriptions offset appliance weakness, $2B buyback Check Point's Q2 revenue met expectations as subscription growth (up 12%) offset a 14% drop in appliance sales. Earnings beat guidance, and the company added $2 billion to its buyback, signaling confidence and supporting the stock price.
Provides the latest financial results and capital return news that directly influence investor sentiment and valuation.