Shared on 22 Jun 26

CHKP: AI Security Partnerships Will Drive Rerating Despite Execution Concerns

Check Point deepens ties with major AI players and partners to help customers defend against new kinds of AI-driven attacks, and it rolls out tools aimed at service providers. But a newly disclosed security flaw and ongoing concerns about product and sales execution keep some analysts cautious about how much the business can improve from here.

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Shared on 07 Jun 26

CHKP: AI Security Push And Execution Risks Will Shape Future Demand

Check Point rolls out new AI-driven security tools aimed at helping teams focus on the threats that really matter and automate network defense across complex, mixed setups. But Wall Street is turning more cautious, with growing worries that the company may not execute well enough to keep up with faster-moving rivals.

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Shared on 19 May 26

Fair value Decreased 26%

CHKP: AI Security Initiatives And Capital Returns Will Support Future Demand

Wall Street pulls back on expectations for Check Point, but the company leans into new AI-focused security tools and expands its platform into US government agencies. It also ramps up share buybacks, which can lift each remaining share even if business growth stays slower.

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Shared on 25 Apr 26

Fair value Decreased 2.31%

CHKP: AI Security Initiatives Will Support Future Platform Demand

Analysts have trimmed the Check Point Software Technologies fair value estimate by about $4.60 to $196.30. This reflects a wave of reduced Street price targets and updated assumptions around the discount rate and future P/E multiples.

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Shared on 11 Apr 26

Fair value Decreased 1.16%

CHKP: AI Security Shift And Limited China Exposure Will Support Demand

Analysts have trimmed the Check Point Software Technologies fair value estimate by about $2.35 to $200.93. This reflects a wave of lower Street price targets that weigh execution risks around the company’s push for growth against updated views on margins, discount rates, and P/E assumptions.

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Shared on 28 Mar 26

CHKP: AI Security Push And Limited China Risk Will Support Demand

Analysts have trimmed their average price target on Check Point Software Technologies by a few dollars to around the high $100s, reflecting caution around the company's shift to prioritizing growth over margins and mixed recent results. They still view recent sector weakness and the limited impact from AI coding assistants as supportive of ongoing demand for its security platform.

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Shared on 13 Mar 26

Fair value Decreased 0.65%

CHKP: Limited China Exposure And AI Security Services Will Support Future Demand

Analysts have nudged their price targets on Check Point slightly lower, with our fair value estimate easing from $204.61 to $203.29 as they factor in execution risk around the company prioritizing growth over margins, as well as recent target trims following a mixed Q4 update and cautious firewall demand commentary. Analyst Commentary Recent research updates around Check Point cluster around two main themes: the shift toward growth over margins, and softer sentiment on firewall demand following the latest Q4 report.

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Shared on 27 Feb 26

Fair value Decreased 5.98%

CHKP: Limited China Exposure Will Support AI Security Partnerships Going Forward

Analysts have reduced their price target for Check Point Software Technologies by $13.02 to $204.61. This reflects updated assumptions around discount rates, profitability, and revenue growth after a series of mixed reactions to recent results and sector research.

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Shared on 13 Feb 26

Fair value Decreased 3.92%

CHKP: Limited China Exposure And Cyber Partnerships Will Support AI Security Expansion

Analysts have trimmed their average price target on Check Point Software Technologies by about $9, reflecting a modest reset in fair value assumptions as they weigh lower target prices across several firms against updated views on growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on Check Point Software Technologies clusters around lower price targets, but the underlying commentary splits into two camps, with some analysts highlighting support for the long term story and others leaning more toward near term caution on growth and execution.

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Shared on 09 Jan 26

Fair value Decreased 0.83%

CHKP: Billings Strength Will Support AI Security Platform Expansion

Analysts have nudged their fair value estimate for Check Point Software Technologies slightly lower to about $226 per share, reflecting modest tweaks to revenue growth, profit margin and future P/E assumptions following Street research that highlighted strong 20% billings growth, along with some caution on the durability of that momentum. Analyst Commentary Street research following the latest quarter points to a generally constructive but balanced view on Check Point Software Technologies, with higher price targets reflecting stronger billings and mixed views on how durable that trend might be.

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Shared on 25 Dec 25

CHKP: Sustained 20% Billings Momentum Will Drive AI Security Upside

Analysts have modestly raised their price targets on Check Point Software Technologies into the low to mid $200s, citing stronger than expected Q3 billings growth around 20 percent and confidence in sustained mid to high single digit revenue expansion, along with resilient margins. Analyst Commentary Analysts acknowledge that the strong Q3 showing, particularly the roughly 20 percent billings growth versus expectations near high single digits, supports the recent upward revisions in price targets into the low to mid 200 dollar range.

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Shared on 11 Dec 25

CHKP: Sustained 20% Billings And AI Security Developments Will Drive Upside Potential

Analysts modestly raised their price target on Check Point Software Technologies to approximately $215. This reflects confidence in the company’s 20 percent billings growth and resilient margins, despite some uncertainty around the durability of the recent acceleration.

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Shared on 27 Nov 25

Fair value Decreased 0.067%

CHKP: Sustained 20% Q3 Billings Momentum Will Support Bullish Outlook

The analyst price target for Check Point Software Technologies has been modestly raised, with consensus moving upward by several dollars to reflect strong Q3 billings growth and solid performance. However, analysts continue to note some uncertainties around growth sustainability and future margin pressures.

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Shared on 12 Nov 25

Fair value Increased 1.37%

CHKP: Sustained Demand And Margins Will Drive Continued Share Strength

Analysts have raised their price target for Check Point Software Technologies by approximately $3 to $228.56. This adjustment is due to better-than-expected results, impressive billings growth, and sustained strong margins in recent quarters.

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Shared on 28 Oct 25

Fair value Increased 1.08%

Check Point Software Technologies has seen its analyst price target edge higher to $225.46, as analysts cite robust billings growth and resilient margins despite some concerns over future profit pressures. Analyst Commentary Analyst reactions to Check Point Software Technologies’ recent performance and outlook have been mixed, reflecting both confidence in the company’s fundamentals and some cautious notes regarding its growth trajectory and competitive environment.

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Shared on 04 Aug 25

Fair value Decreased 6.34%

A downward revision in revenue growth forecasts and a reduced future P/E multiple have led to a lower consensus analyst price target for Check Point Software Technologies, now at $226.20. What's in the News Check Point Software Technologies provided Q3 2025 earnings guidance with revenue expected between $657 million and $687 million (midpoint $672 million), maintaining its full-year outlook and expressing confidence in finishing at the high end of the range despite no official increase (Key Developments).

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Shared on 07 May 25

Fair value Increased 1.46%

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Shared on 30 Apr 25

Fair value Decreased 3.78%

AnalystConsensusTarget has increased revenue growth from 5.7% to 6.3%.

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Shared on 23 Apr 25

Fair value Increased 1.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 16 Apr 25

Fair value Increased 0.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Increased 3.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

Fair value Increased 0.71%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

Fair value Decreased 1.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 10 Mar 25

Fair value Increased 0.21%

AnalystConsensusTarget has increased revenue growth from 4.7% to 5.8%, increased future PE multiple from 26.5x to 30.7x and increased discount rate from 8.0% to 9.6%.

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Emerging AI Partnerships And Cyber Advancements Will Define The Next Security Cycle

CHKP: AI Security Partnerships Will Drive Rerating Despite Execution Concerns

CHKP: AI Security Push And Execution Risks Will Shape Future Demand

CHKP: AI Security Initiatives And Capital Returns Will Support Future Demand

CHKP: AI Security Initiatives Will Support Future Platform Demand

CHKP: AI Security Shift And Limited China Exposure Will Support Demand

CHKP: AI Security Push And Limited China Risk Will Support Demand

CHKP: Limited China Exposure And AI Security Services Will Support Future Demand

CHKP: Limited China Exposure Will Support AI Security Partnerships Going Forward

CHKP: Limited China Exposure And Cyber Partnerships Will Support AI Security Expansion

CHKP: Billings Strength Will Support AI Security Platform Expansion

CHKP: Sustained 20% Billings Momentum Will Drive AI Security Upside

CHKP: Sustained 20% Billings And AI Security Developments Will Drive Upside Potential

CHKP: Sustained 20% Q3 Billings Momentum Will Support Bullish Outlook

CHKP: Sustained Demand And Margins Will Drive Continued Share Strength

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