Check Point Software Technologies (NASDAQ:CHKP) Releases Q3 2026 Earnings Guidance

Check Point Software Technologies (NASDAQ:CHKP) issued an update on its third quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 2.430-2.530 for the period, compared to the consensus estimate of 2.490. The company issued revenue guidance of $655.0 million-$685.0 million, compared to the consensus revenue estimate of $696.5 million. Check Point Software Technologies also updated its FY 2026 guidance to 10.050-10.850 EPS.

Check Point Software Technologies Price Performance

CHKP traded down $16.46 during trading on Thursday, hitting $123.20. 706,574 shares of the stock traded hands, compared to its average volume of 1,419,728. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.85 and a quick ratio of 1.85. Check Point Software Technologies has a twelve month low of $112.23 and a twelve month high of $210.66. The company has a market cap of $12.58 billion, a price-to-earnings ratio of 12.59, a PEG ratio of 4.07 and a beta of 0.49. The business has a 50 day moving average price of $131.31 and a 200 day moving average price of $145.81.

Check Point Software Technologies (NASDAQ:CHKP) last issued its quarterly earnings data on Thursday, July 30th. The technology company reported $2.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.45 by $0.10. Check Point Software Technologies had a return on equity of 38.79% and a net margin of 38.37%.The firm’s quarterly revenue was up 1.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.37 earnings per share. 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. Equities research analysts forecast that Check Point Software Technologies will post 8.44 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

CHKP has been the subject of a number of research analyst reports. Barclays lifted their price target on Check Point Software Technologies from $133.00 to $145.00 and gave the company an “equal weight” rating in a research report on Monday, July 13th. Roth Capital set a $160.00 price target on shares of Check Point Software Technologies in a report on Friday, May 1st. Piper Sandler downgraded shares of Check Point Software Technologies from an “overweight” rating to a “neutral” rating and set a $120.00 price objective for the company. in a report on Thursday, April 30th. Susquehanna reduced their target price on Check Point Software Technologies from $255.00 to $140.00 and set a “positive” rating on the stock in a research note on Friday, May 1st. Finally, Morgan Stanley set a $133.00 price objective on Check Point Software Technologies in a report on Friday, May 1st. Nine analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Check Point Software Technologies presently has a consensus rating of “Hold” and a consensus price target of $151.81.

Insider Buying and Selling

In other news, Director Yoav Chelouche sold 25,000 shares of the stock in a transaction that occurred 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 owned 4,008 shares in the company, valued at $562,242.24. This represents a 86.18% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 29.00% of the company’s stock.

Hedge Funds Weigh In On Check Point Software Technologies

Several hedge funds have recently added to or reduced their stakes in CHKP. Measured Wealth Private Client Group LLC purchased a new stake in Check Point Software Technologies in the third quarter worth about $27,000. Ossiam boosted its position in Check Point Software Technologies by 139.1% during the third quarter. Ossiam now owns 165 shares of the technology company’s stock worth $34,000 after purchasing an additional 96 shares in the last quarter. Sunbelt Securities Inc. acquired a new position in Check Point Software Technologies during the third quarter worth $38,000. Horizon Investments LLC lifted its position in shares of Check Point Software Technologies by 28.9% in the third quarter. Horizon Investments LLC now owns 241 shares of the technology company’s stock valued at $50,000 after acquiring an additional 54 shares in the last quarter. Finally, GW&K Investment Management LLC raised its holdings in Check Point Software Technologies by 67.9% in the 4th quarter. GW&K Investment Management LLC now owns 282 shares of the technology company’s stock valued at $52,000 after acquiring an additional 114 shares during the last quarter. 98.51% of the stock is currently owned by institutional investors.

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).