Check Point Software Technologies Ltd.

NasdaqGS:CHKP Stock Report

Market Cap: US$12.1b

Check Point Software Technologies Future Growth

Future criteria checks 1/6

Check Point Software Technologies's earnings are forecast to decline at 1.6% per annum while its annual revenue is expected to grow at 5.3% per year. EPS is expected to grow by 5.6% per annum. Return on equity is forecast to be 36.6% in 3 years.

Key information

-1.6%

Earnings growth rate

5.61%

EPS growth rate

Software earnings growth19.7%
Revenue growth rate5.3%
Future return on equity36.63%
Analyst coverage

Good

Last updated06 May 2026

Recent future growth updates

Analysis Article • Oct 31

Earnings Beat: Check Point Software Technologies Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Investors in Check Point Software Technologies Ltd. ( NASDAQ:CHKP ) had a good week, as its shares rose 3.1% to close...

Recent updates

Narrative Update • Apr 25

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.
New Narrative • Apr 18

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

Catalysts About Check Point Software Technologies Check Point Software Technologies provides cybersecurity solutions that protect infrastructure, users and applications across network, cloud and AI driven environments. What are the underlying business or industry changes driving this perspective?
Narrative Update • Apr 11

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.
Analysis Article • Apr 07

Check Point Software Technologies (NASDAQ:CHKP) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Check Point Software Technologies Ltd. ( NASDAQ:CHKP ) just reported some strong earnings, and the market reacted...
New Narrative • Apr 04

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

Catalysts About Check Point Software Technologies Check Point Software Technologies is a cybersecurity company that provides network, cloud, workspace and AI-focused security solutions on a subscription and product basis. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • Apr 03

Check Point: The Outlook For An Elite Firewall

Summary Check Point Software receives a sell rating due to underwhelming growth and market share losses versus peers like PANW and FTNT. CHKP’s core firewall business, representing 72% of revenue, grows at 6%, lagging sector peers and losing share in renewal cycles. Avanan, CHKP’s email security unit, excels with 40%+ growth and $160M ARR, but its 6% revenue contribution is too small to offset firewall weakness. I see technical and fundamental signals pointing to a $120–$130 stabilization zone before considering a position; I remain on the sidelines pending clear evidence of new customer acceleration. Read the full article on Seeking Alpha
Narrative Update • Mar 28

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.
Narrative Update • Mar 13

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.
Narrative Update • Feb 27

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.
Narrative Update • Feb 13

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.
Narrative Update • Jan 09

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.
Narrative Update • 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.
Narrative Update • Dec 11

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.
Narrative Update • Nov 27

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.
Narrative Update • Nov 12

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.
Analysis Article • Oct 31

Earnings Beat: Check Point Software Technologies Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Investors in Check Point Software Technologies Ltd. ( NASDAQ:CHKP ) had a good week, as its shares rose 3.1% to close...
Narrative Update • Oct 28

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

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.
Analysis Article • Jul 13

Check Point Software Technologies Ltd.'s (NASDAQ:CHKP) Intrinsic Value Is Potentially 22% Below Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Check Point Software Technologies fair value estimate is...
Analysis Article • Jun 21

Check Point Software Technologies Ltd.'s (NASDAQ:CHKP) Share Price Not Quite Adding Up

Check Point Software Technologies Ltd.'s ( NASDAQ:CHKP ) price-to-earnings (or "P/E") ratio of 27.7x might make it look...
Seeking Alpha • Apr 25

Check Point Software: Execution Is Improving, But There Are Still Visible Headwinds

Summary Check Point Software is rated as a hold due to high valuation, decelerating growth, and macro-related risks despite improved execution under the new CEO. 1Q25 results showed 6.5% y/y revenue growth, with strong product and subscription performance but declining maintenance revenue and margin compression. Positive signs include strong demand for Quantum Force appliances and growing traction in the Infinity platform and workforce security offerings. Read the full article on Seeking Alpha
Seeking Alpha • Apr 15

Check Point Software: Likely Limited Impact Of Tariffs, But I Remain Cautious

Summary Check Point Software Technologies Ltd. is set to report Q1 '25 earnings on April 23, with analysts expecting $2.19 adjusted EPS and $636.27m in sales. Despite historical performance, I expect the company to beat estimates but don't foresee a significant share price swing unless outlook guidance changes. Key concerns include potential downward revisions in outlook due to economic uncertainty and tariff impacts on customer spending and infrastructure upgrades. I recommend holding off on investing in CHKP stock until more clarity is provided post-earnings report and conference call. Read the full article on Seeking Alpha
Seeking Alpha • Feb 06

Check Point Software: Downgrade To Hold On High Valuation And Near-Term Concerns

Summary I downgraded Check Point Software to a 'Hold' due to decelerating subscription growth, margin pressures, and a high valuation at 21x forward PE. CHKP's 4Q24 showed strong billings growth at 11.2% y/y and a significant turnaround in product revenue, growing 8% y/y. Concerns include a slowdown in subscription growth from 11.5% to 9.9% y/y and a 300 bps decline in adj. EBIT margin. Read the full article on Seeking Alpha
Seeking Alpha • Dec 23

Check Point: Competitors Are Growing Faster

Summary I rate Check Point as a hold due to its single-digit revenue growth, lagging behind competitors like Fortinet and Palo Alto Networks. Check Point's aggressive share repurchases surpass its free cash flow, raising concerns about the sustainability of this strategy for long-term growth. The new CEO, Nadav Zafrir, starting in December 2024, may bring changes to the company's strategy, potentially impacting revenue growth and capital allocation. Check Point needs to be more aggressive in investments and acquisitions to achieve double-digit revenue growth and compete effectively in the cybersecurity market. Read the full article on Seeking Alpha
Seeking Alpha • Oct 30

Check Point Software: Free Cash Flow Bubble

Summary Check Point Software's Q3 earnings met guidance, but weak subscription revenue and a failure to accelerate growth caused the share price to drop. CHKP faces tougher comparisons and moderating subscription revenue growth, which will make it difficult for the company to achieve materially higher growth in the near term. Check Point's margins also remain under pressure, due to a combination of rising competition and growth investments which are yet to really pay off. Check Point appears overvalued compared to higher growth peers, although this has been masked by the fact that it is a more mature business that has been optimized for profitability. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NasdaqGS:CHKP - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20283,1839611,3391,35011
12/31/20272,9888541,2591,28436
12/31/20262,8148071,1901,24334
3/31/20262,7561,0581,1951,224N/A
12/31/20252,7251,0571,1731,199N/A
9/30/20252,6841,0101,1361,162N/A
6/30/20252,6428581,1501,175N/A
3/31/20252,6048531,0871,113N/A
12/31/20242,5658461,0281,052N/A
9/30/20242,5258371,0221,045N/A
6/30/20242,4868369991,022N/A
3/31/20242,4478409921,013N/A
12/31/20232,4158401,0191,038N/A
9/30/20232,3908611,0271,047N/A
6/30/20232,3718401,0471,065N/A
3/31/20232,3538121,0651,086N/A
12/31/20222,3307971,0761,099N/A
9/30/20222,2917871,1451,165N/A
6/30/20222,2477901,1551,176N/A
3/31/20222,2028021,2111,227N/A
12/31/20212,1678161,1881,204N/A
9/30/20212,1328271,1771,191N/A
6/30/20212,1078401,1741,188N/A
3/31/20212,0868511,1621,177N/A
12/31/20202,0658471,1421,161N/A
9/30/20202,0458481,0851,107N/A
6/30/20202,0278351,0811,104N/A
3/31/20202,0108251,0601,085N/A
12/31/20191,995826N/A1,104N/A
9/30/20191,976792N/A1,118N/A
6/30/20191,956802N/A1,123N/A
3/31/20191,936814N/A1,090N/A
12/31/20181,917821N/A1,144N/A
9/30/20181,897822N/A1,149N/A
6/30/20181,881817N/A1,160N/A
3/31/20181,872808N/A1,153N/A
12/31/20171,855803N/A1,110N/A
9/30/20171,835786N/A1,045N/A
6/30/20171,808763N/A999N/A
3/31/20171,772740N/A954N/A
12/31/20161,741725N/A949N/A
9/30/20161,713697N/A982N/A
6/30/20161,689696N/A996N/A
3/31/20161,662692N/A956N/A
12/31/20151,630686N/A950N/A
9/30/20151,592677N/A949N/A
6/30/20151,559670N/A923N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: CHKP's earnings are forecast to decline over the next 3 years (-1.6% per year).

Earnings vs Market: CHKP's earnings are forecast to decline over the next 3 years (-1.6% per year).

High Growth Earnings: CHKP's earnings are forecast to decline over the next 3 years.

Revenue vs Market: CHKP's revenue (5.3% per year) is forecast to grow slower than the US market (11.6% per year).

High Growth Revenue: CHKP's revenue (5.3% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: CHKP's Return on Equity is forecast to be high in 3 years time (36.6%)

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/13 03:48
End of Day Share Price 2026/05/13 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Check Point Software Technologies Ltd. is covered by 58 analysts. 36 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ellie BagshawArete Research Services LLP
Joseph BonnerArgus Research Company
Shrenik KothariBaird