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 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 Price Performance

Shares of CHKP stock opened at $127.13 on Friday. Check Point Software Technologies has a 12 month low of $112.23 and a 12 month high of $210.66. The company has a market capitalization of $12.98 billion, a P/E ratio of 13.01, a P/E/G ratio of 3.79 and a beta of 0.49. The stock has a 50 day moving average of $131.11 and a two-hundred day moving average of $145.23. The company has a current ratio of 1.85, a quick ratio of 1.85 and a debt-to-equity ratio of 0.70.

Check Point Software Technologies (NASDAQ:CHKP) last released its quarterly earnings data on Thursday, July 30th. The technology company reported $2.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.45 by $0.10. The business had revenue of $673.60 million for the quarter, compared to analysts’ expectations of $675.45 million. Check Point Software Technologies had a return on equity of 38.17% and a net margin of 37.93%.Check Point Software Technologies’s quarterly revenue was up 1.3% on a year-over-year basis. During the same period in the previous year, the business posted $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. As a group, equities analysts expect that Check Point Software Technologies will post 8.44 EPS for the current year.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on CHKP. Wedbush dropped their price objective on shares of Check Point Software Technologies from $210.00 to $160.00 and set an “outperform” rating for the company in a research note on Friday, May 1st. Piper Sandler cut shares of Check Point Software Technologies from an “overweight” rating to a “neutral” rating and set a $120.00 target price on the stock. in a research note on Thursday, April 30th. Truist Financial set a $150.00 price target on shares of Check Point Software Technologies in a research report on Thursday, April 30th. Cantor Fitzgerald restated a “neutral” rating and set a $150.00 price target on shares of Check Point Software Technologies in a research note on Thursday, July 23rd. Finally, Roth Capital set a $105.00 price objective on Check Point Software Technologies in a report on Friday. Nine investment analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $149.48.

Insider Activity

In other news, Director Yoav Chelouche sold 25,000 shares of the business’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was 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 $562,242.24. The trade was a 86.18% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 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: Check Point reported second-quarter adjusted earnings of $2.55 per share, exceeding the $2.45 consensus estimate and rising from $2.37 a year earlier. Revenue increased 1.3% year over year to $673.6 million, while subscription revenue and demand for AI-security products supported growth. Check Point Software Q2 Earnings Surpass Estimates
• Positive Sentiment: Susquehanna raised its price target from $140 to $150 and assigned a “positive” rating, implying substantial upside from recent levels. Susquehanna Check Point Analyst Action
• Positive Sentiment: The company launched an AI Network Firewall designed to give organizations visibility and control over AI use across employees, applications and AI agents. The product could strengthen Check Point’s competitive position as cybersecurity demand increasingly shifts toward AI protection. Check Point Launches AI Network Firewall
• Neutral Sentiment: Full-year 2026 guidance calls for adjusted EPS of $10.05-$10.85 and revenue of $2.8-$2.9 billion, broadly in line with current Wall Street expectations and offering limited near-term upside to estimates. Check Point Reports Second-Quarter Results
• Negative Sentiment: Third-quarter revenue guidance of $655 million-$685 million fell below the $696.5 million consensus estimate, raising concerns about near-term growth. Product sales and cash flow also faced pressure despite the earnings beat.
• Negative Sentiment: Analyst views remain mixed: Wells Fargo cut its target from $140 to $130 and maintained an “equal weight” rating, suggesting limited upside and reinforcing caution around Check Point’s modest revenue growth. Wells Fargo Lowers Check Point Price Target

Hedge Funds Weigh In On Check Point Software Technologies

A number of institutional investors and hedge funds have recently bought and sold shares of CHKP. Measured Wealth Private Client Group LLC acquired a new stake in shares of Check Point Software Technologies in the third quarter valued at $27,000. Ossiam grew its holdings in Check Point Software Technologies by 139.1% during the 3rd quarter. Ossiam now owns 165 shares of the technology company’s stock worth $34,000 after acquiring an additional 96 shares during the last quarter. Sunbelt Securities Inc. bought a new stake in Check Point Software Technologies during the 3rd quarter worth about $38,000. Horizon Investments LLC increased its position in Check Point Software Technologies by 28.9% in the 3rd 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 increased its position 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 in the last quarter. Institutional investors and hedge funds own 98.51% of the company’s 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).