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Check Point (CHKP)
NASDAQ:CHKP
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Check Point (CHKP) Price & Analysis

2,068 Followers

CHKP Stock Chart & Stats

$129.05
$4.56(3.62%)
At close: 4:00 PM EDT
$129.05
$4.56(3.62%)

Bulls Say, Bears Say

Bulls Say
Recurring Subscription Growth And BacklogGrowing subscriptions, deferred revenue and RPO strengthen revenue visibility and deepen the recurring base. This supports more predictable cash generation and creates a durable foundation for cross-selling security capabilities.
Strong Profitability And Cash ConversionHigh margins and cash conversion indicate strong earnings quality and an asset-light business model. Sustained operating cash flow gives Check Point resources to fund innovation, sales expansion and shareholder returns.
Emerging Security Product MomentumRapid adoption of newer products can diversify growth beyond traditional appliances and expand Check Point’s platform relevance. AI and adjacent security offerings also support future cross-selling across its enterprise customer base.
Bears Say
Product Weakness And Go-to-market DisruptionThe appliance decline and sales execution disruption expose dependence on successful migration toward subscriptions. Delayed deals and weaker product demand could constrain near-term growth while the expanded sales force ramps.
Higher Leverage Reduces Financial FlexibilityThe move from a historically debt-free balance sheet to meaningful leverage increases fixed financial obligations and reduces flexibility during execution setbacks. Although equity and cash remain substantial, the risk profile is less conservative.
Margin Pressure And Uneven Cash-flow GrowthStable high margins remain a strength, but easing operating profitability and inconsistent free-cash-flow growth suggest that expansion is not translating evenly into incremental returns. Cost control will matter as AI and GTM investment increases.

Check Point News

CHKP FAQ

What was Check Point’s price range in the past 12 months?
Check Point lowest stock price was $112.23 and its highest was $210.66 in the past 12 months.
    What is Check Point’s market cap?
    Check Point’s market cap is $14.18B.
      When is Check Point’s upcoming earnings report date?
      Check Point’s upcoming earnings report date is Nov 03, 2026 which is in 62 days.
        How were Check Point’s earnings last quarter?
        Check Point released its earnings results on Jul 30, 2026. The company reported $2.55 earnings per share for the quarter, beating the consensus estimate of $2.447 by $0.103.
          Is Check Point overvalued?
          According to Wall Street analysts Check Point’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Check Point pay dividends?
            Check Point does not currently pay dividends.
            What is Check Point’s EPS estimate?
            Check Point’s EPS estimate is 2.49.
              How many shares outstanding does Check Point have?
              Check Point has 102,100,630 shares outstanding.
                What happened to Check Point’s price movement after its last earnings report?
                Check Point reported an EPS of $2.55 in its last earnings report, beating expectations of $2.447. Following the earnings report the stock price went down -8.191%.
                  Which hedge fund is a major shareholder of Check Point?
                  Currently, no hedge funds are holding shares in CHKP
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Check Point

                    Check Point Software Technologies Ltd. is a global provider specializing in the development, marketing, and support of comprehensive information technology security solutions. Their extensive portfolio addresses critical areas such as network, endpoint, and data security, alongside various management tools. A cornerstone of their offerings is the Check Point Infinity Architecture, a unified cybersecurity framework engineered to combat advanced 5th and 6th generation cyber threats. This architecture provides robust protection across a diverse range of environments, including traditional networks, individual endpoints, cloud infrastructures, workloads, Internet of Things (IoT) devices, and mobile platforms. The company also supplies powerful security gateways and sophisticated software platforms, scalable to meet the needs of organizations from small and medium-sized businesses (SMBs) up to large enterprise data centers and telecommunications-grade environments. They are particularly focused on pioneering threat prevention technologies, including defenses against zero-day exploits. Furthermore, Check Point offers a suite of cloud-specific security solutions, encompassing cloud network protection, security posture management, workload protection, and web application security for APIs. For the remote workforce, their Check Point Harmony solution ensures secure connectivity and endpoint protection. Beyond their product line, Check Point delivers comprehensive technical customer support, professional services for product implementation, upgrades, and optimization, as well as educational training and certification programs for their technologies. Their products reach customers globally through a multifaceted distribution network, which includes distributors, resellers, system integrators, original equipment manufacturers, and managed security service providers. Established in 1993, Check Point Software Technologies Ltd. maintains its headquarters in Tel Aviv, Israel.

                    Check Point (CHKP) Earnings & Revenues

                    CHKP Company Deck

                    CHKP Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presents a generally positive outlook driven by accelerating subscription growth, strong ARR/RPO trends, product innovation (AI Network Firewall and AI Defense plane), solid non-GAAP EPS and free cash flow, and a healthy balance sheet with an expanded buyback. Offsetting these positives are meaningful near-term challenges: a 14% decline in product revenues (firewall appliances), go-to-market disruptions that pushed deals from Q3 into Q4, rising operating costs for planned investments, and some billing timing noise. Management is maintaining full-year guidance, views Q3 as the trough, and is making significant sales investments that are expected to benefit 2027—overall the positives appear to outweigh the near-term headwinds.View all CHKP earnings summaries

                    CHKP Stock 12 Month Forecast

                    Average Price Target

                    $144.81
                    ▲(12.21% Upside)
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                    Ownership Overview

                    24.51%11.74%20.89%28.80%
                    24.51% Insiders
                    20.89% Other Institutional Investors
                    28.80% Public Companies and Individual Investors
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