Check Point Software Technologies (NASDAQ:CHKP) Price Target Raised to $150.00 at Susquehanna

Check Point Software Technologies (NASDAQ:CHKP) had its target price upped by investment analysts at Susquehanna from $140.00 to $150.00 in a research report issued on Friday,Benzinga reports. The brokerage presently has a “positive” rating on the technology company’s stock. Susquehanna’s target price points to a potential upside of 16.98% from the stock’s current price.

A number of other equities research analysts have also recently weighed in on CHKP. JPMorgan Chase & Co. cut Check Point Software Technologies from an “overweight” rating to a “neutral” rating and set a $135.00 price objective for the company. in a research note on Monday. Mizuho set a $135.00 price target on shares of Check Point Software Technologies in a research report on Friday, May 1st. Compass Point set a $135.00 price target on shares of Check Point Software Technologies in a research note on Monday. Morgan Stanley set a $133.00 price objective on shares of Check Point Software Technologies in a research report on Friday, May 1st. Finally, Stephens reaffirmed an “overweight” rating and issued a $145.00 target price on shares of Check Point Software Technologies in a report on Thursday, April 30th. Nine investment analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $152.00.

Check Point Software Technologies Stock Performance

Shares of CHKP stock opened at $128.23 on Friday. The stock’s 50-day moving average is $131.24 and its two-hundred day moving average is $145.36. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.85 and a current ratio of 1.85. Check Point Software Technologies has a 1 year low of $112.23 and a 1 year high of $210.66. The firm has a market cap of $13.09 billion, a price-to-earnings ratio of 13.17, a PEG ratio of 4.13 and a beta of 0.49.

Check Point Software Technologies (NASDAQ:CHKP) last posted its earnings results on Thursday, July 30th. The technology company reported $2.55 earnings per share for the quarter, beating the consensus estimate of $2.45 by $0.10. The business had revenue of $673.60 million during the quarter, compared to the consensus estimate of $675.45 million. Check Point Software Technologies had a return on equity of 38.79% and a net margin of 38.37%.The business’s quarterly revenue was up 1.3% on a year-over-year basis. During the same period in the previous year, the business earned $2.37 EPS. Check Point Software Technologies has set its Q3 2026 guidance at 2.430-2.530 EPS and its FY 2026 guidance at 10.050-10.850 EPS. Analysts predict that Check Point Software Technologies will post 8.44 earnings per share for the current year.

Insiders Place Their Bets

In other Check Point Software Technologies news, Director Yoav Chelouche sold 25,000 shares of the business’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $140.28, for a total value of $3,507,000.00. Following the transaction, the director directly owned 4,008 shares of the company’s stock, valued at approximately $562,242.24. The trade was a 86.18% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 29.00% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. Norges Bank acquired a new position in Check Point Software Technologies during the 4th quarter worth approximately $731,276,000. Massachusetts Financial Services Co. MA lifted its holdings in Check Point Software Technologies by 28.6% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 7,937,229 shares of the technology company’s stock valued at $1,472,832,000 after acquiring an additional 1,766,774 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of Check Point Software Technologies by 26,561.6% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,233,899 shares of the technology company’s stock worth $228,962,000 after purchasing an additional 1,229,271 shares in the last quarter. DNB Asset Management AS increased its holdings in shares of Check Point Software Technologies by 105.0% in the 4th quarter. DNB Asset Management AS now owns 1,820,339 shares of the technology company’s stock valued at $337,782,000 after purchasing an additional 932,485 shares in the last quarter. Finally, Altshuler Shaham Ltd boosted its holdings in Check Point Software Technologies by 6,253,188.9% during the fourth quarter. Altshuler Shaham Ltd now owns 562,796 shares of the technology company’s stock worth $104,432,000 after buying an additional 562,787 shares in the last quarter. 98.51% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Check Point Software Technologies

Here are the key news stories impacting Check Point Software Technologies this week:

• Positive Sentiment: Second-quarter non-GAAP earnings were $2.55 per share, exceeding the $2.45 analyst consensus and rising from $2.37 a year earlier. Revenue increased 1.3% year over year to $673.6 million, while profitability remained strong, with a 38.37% net margin and 38.79% return on equity. Check Point Software Reports 2026 Second Quarter Financial Results
• Positive Sentiment: Check Point introduced an AI Network Firewall designed to provide visibility and control over employee, application and autonomous-agent use of artificial intelligence. The product could strengthen the company’s positioning in the growing AI-security market and support future demand. Check Point Revolutionizes the Firewall Market
• Neutral Sentiment: Full-year 2026 guidance calls for EPS of $10.05 to $10.85, slightly above the $10.03 consensus at the midpoint. Revenue guidance of $2.8 billion to $2.9 billion is broadly in line with expectations, offering some support but not a major upside surprise.
• Negative Sentiment: Quarterly revenue of $673.6 million fell short of the $675.45 million estimate, indicating limited top-line momentum even as earnings exceeded expectations. Check Point Software Technologies Q2 Non-GAAP Earnings, Revenue Rise; Shares Fall Pre-Bell
• Negative Sentiment: Third-quarter revenue guidance of $655 million to $685 million has a midpoint of $670 million, below the $696.5 million consensus. Although the EPS range of $2.43 to $2.53 brackets the $2.49 estimate, the softer revenue outlook is likely the main reason investors are selling the stock.

About Check Point Software Technologies

Check Point Software Technologies Ltd. is an Israeli-founded cybersecurity company that develops, markets and supports a broad portfolio of network, cloud and endpoint security products. Founded in 1993, the company was an early pioneer of stateful inspection firewall technology and later developed a modular “software blade” approach that allowed customers to combine protection capabilities. Check Point’s product set spans physical and virtual security appliances, software and cloud-native services designed to prevent cyberattacks, protect data and simplify security management for enterprises and service providers.

Key product families include Quantum Security Gateways (on-premises and hybrid appliances), CloudGuard (cloud security posture and workload protection), Harmony (endpoint, remote access and unified endpoint security), and SandBlast (advanced threat prevention and sandboxing).