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Check Point Software Technologies Ltd. Stock Price

NasdaqGS:CHKP Community·US$13.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 68 Fair Values set on narratives written by author

CHKP Share Price Performance

US$132.75
-85.54 (-39.19%)
US$144.32
Fair Value
US$132.75
-85.54 (-39.19%)
8.0% undervalued intrinsic discount
US$144.32
Fair Value
Price US$132.75
AnalystConsensusTarget US$144.32
AnalystLowTarget US$120.00
AnalystHighTarget US$189.75

CHKP Community Narratives

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Fair Value US$144.32 8.0% undervalued intrinsic discount

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

1users have liked this narrative
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34users have followed this narrative
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Fair Value US$120 10.6% overvalued intrinsic discount

AI Security And Exposure Management Will Shape A Cautious Yet Stable Future Outlook

0users have liked this narrative
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0users have followed this narrative
·
Fair Value US$189.75 30.0% undervalued intrinsic discount

AI Security And Exposure Management Will Drive A Stronger Future For This Cyber Leader

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
US$144.32
8.0% undervalued intrinsic discount
Revenue
6.06% p.a.
Profit Margin
30.07%
Future PE
19.49x
Price in 2029
US$196.99

Trending Discussion

No trending discussion available.

Updated Narratives

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CHKP: AI Security Spending And Mixed Ratings Will Drive Future Repricing

Fair Value: US$189.75 30.0% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CHKP: AI Partnerships And Share Buybacks Will Not Offset Execution Risk

Fair Value: US$120 10.6% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CHKP: AI Security Partnerships Will Drive Rerating Despite Execution Concerns

Fair Value: US$144.32 8.0% undervalued intrinsic discount
34 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Outstanding track record with excellent balance sheet.

2 Risks
3 Rewards

Check Point Software Technologies Ltd. Key Details

US$2.8b

Revenue

US$340.0m

Cost of Revenue

US$2.4b

Gross Profit

US$1.4b

Other Expenses

US$1.1b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 30, 2026
10.36
87.66%
38.37%
70.1%
View Full Analysis

About CHKP

Founded
1993
Employees
6825
CEO
Nadav Zafrir
WebsiteView website
www.checkpoint.com

Check Point Software Technologies Ltd. develops, markets, and supports a range of products and services for IT security worldwide. It provides a multilevel security architecture that defends enterprises’ cloud, network, mobile devices, endpoints information, and IOT solutions. The company offers Mesh Network Security, which comprises Firewall, Maestro Hyperscale Firewall, Firewall Software R82.10, Spark Firewall, and AI Powered Security Management for hybrid cloud, internet and perimeter gateways, and branch locations. It also provides Workspace Security Platform, including email, endpoint, mobile, browser, and XDR security solutions across devices, browsers, SaaS apps, and remote access. In addition, the company offers Threat Exposure Management platforms comprising threat intelligence, vulnerability detection and prioritization, and safe remediation. Further, it offers AI Security platforms comprising workforce and agent security, and red teaming solutions. Additionally, the company offers cyber security services, including managed detection and response, incident response, security consulting and managed, security consulting, professional, and training services. The company also provides technical customer support programs and plans; professional services in implementing, upgrading, and optimizing its products comprising design planning and security implementation; and certification and educational training services on its products. Check Point Software Technologies Ltd. was incorporated in 1993 and is headquartered in Tel Aviv-Yafo, Israel.

Recent CHKP News & Updates

Narrative Update Jul 20

CHKP: AI Security Spending And Mixed Ratings Will Drive Future Repricing

Analysts have reset the fair value estimate for Check Point Software Technologies from $252.55 to $189.75. This reflects updated assumptions for slightly lower revenue growth, a marginally higher discount rate, broadly similar profit margins, and a more conservative future P/E of 21.79, in the context of mixed but increasingly AI focused Street research and a recent cluster of price target changes and rating shifts.

Recent updates

No updates