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

Check Point Software Technologies (NASDAQ:CHKP) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 10.050-10.850 for the period, compared to the consensus EPS estimate of 10.030. The company issued revenue guidance of $2.8 billion-$2.9 billion, compared to the consensus revenue estimate of $2.8 billion. Check Point Software Technologies also updated its Q3 2026 guidance to 2.430-2.530 EPS.

Check Point Software Technologies Stock Down 0.4%

Shares of NASDAQ:CHKP traded down $0.52 during trading on Friday, reaching $127.71. 1,121,085 shares of the stock were exchanged, compared to its average volume of 1,431,745. Check Point Software Technologies has a 1-year low of $112.23 and a 1-year high of $210.66. The stock has a fifty day moving average of $131.24 and a two-hundred day moving average of $145.36. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.85 and a quick ratio of 1.85. The firm has a market cap of $13.04 billion, a price-to-earnings ratio of 13.10, a price-to-earnings-growth ratio of 4.13 and a beta of 0.49.

Check Point Software Technologies (NASDAQ:CHKP) last posted its quarterly earnings results on Thursday, July 30th. The technology company reported $2.55 earnings per share (EPS) 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 net margin of 38.37% and a return on equity of 38.79%. Check Point Software Technologies’s revenue was up 1.3% compared to the same quarter last year. During the same quarter last year, the firm posted $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. Research analysts anticipate that Check Point Software Technologies will post 8.44 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Mizuho set a $135.00 target price on shares of Check Point Software Technologies in a research report on Friday, May 1st. Stifel Nicolaus boosted their price objective on Check Point Software Technologies from $120.00 to $130.00 and gave the stock a “hold” rating in a report on Friday. Barclays lowered their price objective on Check Point Software Technologies from $145.00 to $140.00 and set an “equal weight” rating for the company in a research note on Friday. Bank of America raised their target price on Check Point Software Technologies from $120.00 to $140.00 and gave the company a “neutral” rating in a report on Monday. Finally, JPMorgan Chase & Co. cut Check Point Software Technologies from an “overweight” rating to a “neutral” rating and set a $135.00 target price on the stock. in a research report on Monday. Nine investment analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $150.15.

Insiders Place Their Bets

In related news, Director Yoav Chelouche sold 25,000 shares of the business’s stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $140.28, for a total transaction of $3,507,000.00. Following the transaction, the director directly owned 4,008 shares in the company, valued at approximately $562,242.24. The trade was a 86.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through 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.

Key Stories Impacting Check Point Software Technologies

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

• Positive Sentiment: Second-quarter adjusted earnings were $2.55 per share, above the $2.45 consensus and up from $2.37 a year earlier. Revenue rose 1.3% year over year to $673.6 million, while subscription revenue and demand for AI-security products supported the results. Check Point Q2 Earnings Beat Estimates, Revenues Increase Y/Y
• Positive Sentiment: Susquehanna raised its price target from $140 to $150 and upgraded its view to “positive,” implying meaningful upside from recent levels. Susquehanna analyst update
• Positive Sentiment: Check Point launched an AI Network Firewall designed to give organizations visibility and control over employee, application and agent use of AI without requiring new infrastructure. The product could expand the company’s security opportunity as enterprise AI adoption grows. Check Point launches AI Network Firewall
• Neutral Sentiment: Full-year 2026 EPS guidance of $10.05–$10.85 is slightly above the $10.03 consensus, while revenue guidance of $2.8–$2.9 billion is broadly in line with expectations. Check Point reports second-quarter results
• Negative Sentiment: Third-quarter revenue guidance of $655 million–$685 million fell below the $696.5 million consensus, raising concerns about near-term growth. EPS guidance of $2.43–$2.53 was centered near expectations.
• Negative Sentiment: Wells Fargo lowered its price target from $140 to $130 and maintained an “equal weight” rating, signaling limited expected upside. Wells Fargo analyst update
• Negative Sentiment: Product sales and cash flow reportedly faced pressure, reinforcing investor concerns that subscription growth and AI demand may not yet be translating into stronger overall revenue momentum.

Hedge Funds Weigh In On Check Point Software Technologies

Hedge funds have recently modified their holdings of the company. AQR Capital Management LLC purchased a new stake in shares of Check Point Software Technologies during the first quarter valued at approximately $262,000. EverSource Wealth Advisors LLC grew its stake in Check Point Software Technologies by 24.3% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 598 shares of the technology company’s stock valued at $132,000 after purchasing an additional 117 shares during the period. Squarepoint Ops LLC increased its position in shares of Check Point Software Technologies by 20.9% during the 2nd quarter. Squarepoint Ops LLC now owns 26,464 shares of the technology company’s stock valued at $5,855,000 after purchasing an additional 4,577 shares during the last quarter. The Manufacturers Life Insurance Company increased its position in shares of Check Point Software Technologies by 6.5% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 36,240 shares of the technology company’s stock valued at $8,018,000 after purchasing an additional 2,198 shares during the last quarter. Finally, Diversify Advisory Services LLC raised its stake in shares of Check Point Software Technologies by 17.3% during the 2nd quarter. Diversify Advisory Services LLC now owns 2,153 shares of the technology company’s stock worth $476,000 after purchasing an additional 317 shares during the period. Institutional investors own 98.51% of the company’s stock.

Check Point Software Technologies Company Profile

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).