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 earnings per share guidance of 10.050-10.850 for the period, compared to the consensus earnings per share estimate of 9.800. The company issued revenue guidance of $2.8 billion-$3.0 billion, compared to the consensus revenue estimate of $2.8 billion. Check Point Software Technologies also updated its Q1 2026 guidance to 2.350-2.450 EPS.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on CHKP. UBS Group lifted their price objective on Check Point Software Technologies from $210.00 to $215.00 and gave the company a “neutral” rating in a research note on Wednesday, October 29th. Barclays cut their price target on shares of Check Point Software Technologies from $235.00 to $220.00 and set an “equal weight” rating on the stock in a report on Monday, January 5th. Truist Financial set a $225.00 price objective on shares of Check Point Software Technologies in a research note on Tuesday, January 20th. BMO Capital Markets increased their price objective on shares of Check Point Software Technologies from $215.00 to $240.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. Finally, Mizuho set a $225.00 target price on shares of Check Point Software Technologies in a report on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and twelve have issued a Hold rating to the company’s stock. According to data from MarketBeat, Check Point Software Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $226.62.

Check Point Software Technologies Price Performance

CHKP traded down $12.00 during trading hours on Thursday, reaching $164.47. 4,146,677 shares of the stock traded hands, compared to its average volume of 1,385,330. Check Point Software Technologies has a fifty-two week low of $161.00 and a fifty-two week high of $234.35. The company has a market cap of $18.09 billion, a price-to-earnings ratio of 18.01, a PEG ratio of 2.91 and a beta of 0.58. The firm’s fifty day simple moving average is $185.72 and its two-hundred day simple moving average is $191.15.

Check Point Software Technologies (NASDAQ:CHKP) last announced its earnings results on Thursday, February 12th. The technology company reported $3.40 earnings per share for the quarter, beating the consensus estimate of $2.77 by $0.63. The company had revenue of $744.90 million during the quarter, compared to the consensus estimate of $746.40 million. Check Point Software Technologies had a return on equity of 37.91% and a net margin of 37.62%.The company’s revenue was up 5.9% on a year-over-year basis. During the same period last year, the firm earned $2.70 earnings per share. Check Point Software Technologies has set its Q1 2026 guidance at 2.350-2.450 EPS and its FY 2026 guidance at 10.050-10.850 EPS. On average, research analysts predict that Check Point Software Technologies will post 8.61 earnings per share for the current year.

More Check Point Software Technologies News

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

• Positive Sentiment: Q4 EPS materially beat estimates ($3.40 non?GAAP vs. ~$2.77 consensus), with strong margins and security?subscription growth—evidence of durable profitability. Cyber security firm Check Point Software Q4 profit tops estimates
• Positive Sentiment: Management announced three acquisitions (Cyata, Cyclops, Rotate) aimed at expanding AI security, CTEM/asset?discovery and MSP Workspace capabilities—moves that support the company’s AI security strategy. Check Point buys 3 Israeli startups for over $150m
• Positive Sentiment: Balance sheet actions: cash and marketable securities rose ~ to $4.34B after convertible notes proceeds, and the company repurchased ~$1.4B of shares in 2025—supportive for shareholder returns. Check Point Software Reports Fourth Quarter and 2025 Full Year Results
• Neutral Sentiment: Calculated billings, RPO and security?subscription revenue all grew (~8%, RPO +8%, subscriptions +11%), signaling steady demand but not a dramatic acceleration.
• Neutral Sentiment: Investors can review the full earnings call transcript and slide deck for management commentary on AI product roadmaps and 2026 priorities. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Short?interest data in feeds shows anomalous 0 share figures (NaN changes) and is not meaningful—no clear short?squeeze signal.
• Negative Sentiment: Total revenue ($744.9M) was effectively flat to estimates (slightly under some analyst forecasts), producing a “mixed” quarter: EPS beat but revenue didn’t clearly outpace expectations. Check Point Reports Q4 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Reported EPS benefited from a one?time tax benefit/tax settlement (company disclosed ~ $0.52 per share benefit in Q4 and larger full?year tax adjustments), raising questions about sustainability of the EPS uplift. Check Point Software Reports Fourth Quarter and 2025 Full Year Results
• Negative Sentiment: Operating expenses (R&D, S&M) rose and GAAP operating income declined sequentially, which alongside multiple small acquisitions could pressure near?term margins if integration costs persist. Quiver Quant summary of results

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the stock. Ameriprise Financial Inc. grew its holdings in Check Point Software Technologies by 9.3% during the 2nd quarter. Ameriprise Financial Inc. now owns 2,001,247 shares of the technology company’s stock worth $442,733,000 after acquiring an additional 170,373 shares in the last quarter. Deutsche Bank AG lifted its position in shares of Check Point Software Technologies by 6.3% during the fourth quarter. Deutsche Bank AG now owns 1,155,064 shares of the technology company’s stock worth $214,334,000 after purchasing an additional 68,128 shares during the last quarter. Northern Trust Corp increased its holdings in Check Point Software Technologies by 7.2% in the third quarter. Northern Trust Corp now owns 795,442 shares of the technology company’s stock valued at $164,585,000 after buying an additional 53,320 shares during the last quarter. Earnest Partners LLC increased its holdings in Check Point Software Technologies by 9.2% in the fourth quarter. Earnest Partners LLC now owns 767,486 shares of the technology company’s stock valued at $142,415,000 after buying an additional 64,440 shares during the last quarter. Finally, Lazard Asset Management LLC raised its stake in Check Point Software Technologies by 24.2% during the third quarter. Lazard Asset Management LLC now owns 681,488 shares of the technology company’s stock valued at $141,007,000 after buying an additional 132,783 shares in 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).