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Check Point Software Technologies Ltd. Stock Price

NasdaqGS:CHKP Community·US$13.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 70 Fair Values set on narratives written by author
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CHKP Share Price Performance

US$131.64
-66.36 (-33.52%)
​
US$144.32
Fair Value
US$131.64
-66.36 (-33.52%)
8.8% undervalued intrinsic discount
US$144.32
Fair Value
Price US$131.64
AnalystConsensusTarget US$144.32
AnalystLowTarget US$107.27
AnalystHighTarget US$185.19
Mon, 22 Jun 26
Fair ValueUS$144.32
Share Pricen/a

CHKP Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$144.32 8.8% undervalued intrinsic discount

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

1users have liked this narrative
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35users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$107.27 22.7% 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
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$185.19 28.9% 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
CHKP logo
Check Point Software Technologies
22.7% overvalued intrinsic discount

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

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AN
AnalystLowTarget
AnalystLowTarget
Updated 17 Aug
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CHKP logo
Check Point Software Technologies
28.9% undervalued intrinsic discount

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

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AN
AnalystHighTarget
AnalystHighTarget
Updated 3 Aug
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CHKP logo
Check Point Software Technologies
8.8% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 22 Jun
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Trending Discussion

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Recently Updated Narratives

AN
AnalystLowTarget
CHKP logo

CHKP: Go To Market Disruption Will Drive Higher Q4 Execution Risk

Fair Value: US$107.27 22.7% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystHighTarget
CHKP logo

CHKP: AI Security Demand And New Products Will Drive Future Repricing

Fair Value: US$185.19 28.9% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystConsensusTarget
CHKP logo

CHKP: AI Security Partnerships Will Drive Rerating Despite Execution Concerns

Fair Value: US$144.32 8.8% undervalued intrinsic discount
35 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Solid track record and good value.

2 Risks
3 Rewards
View Full Analysis

Check Point Software Technologies Ltd. Key Details

US$2.8b

Revenue

US$345.7m

Cost of Revenue

US$2.4b

Gross Profit

US$1.4b

Other Expenses

US$1.0b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
10.27
87.49%
37.93%
72.2%
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

Seeking Alpha • Sep 07

Check Point Software: AI Could Change The Growth Equation

Summary Check Point is undervalued relative to peers, trading below intrinsic value despite strong financials and AI-driven growth potential. Its evolution toward an AI-centric cybersecurity platform, leveraging its installed base and asset-light model, could accelerate revenue and profit growth if fixed costs remain stable. Current valuation assumes revenue growth doubling to 10% in Year 1, yielding an intrinsic value of $166 per share - a 21% margin of safety over the $137 market price. While Check Point lags peers in top line growth, its robust cash generation, high returns, and prudent capital allocation position it as a value opportunity amid the sector's AI premium. Read the full article on Seeking Alpha

Recent updates

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