Check Point Software Technologies (CHKP) Stock Overview
Develops, markets, and supports a range of products and services for IT security worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 1/6 |
| Past Performance | 6/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
CHKP Community Fair Values
Create NarrativeSee what 64 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Check Point Software Technologies Ltd. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$125.35 |
| 52 Week High | US$210.66 |
| 52 Week Low | US$112.23 |
| Beta | 0.49 |
| 1 Month Change | -9.74% |
| 3 Month Change | 8.47% |
| 1 Year Change | -33.40% |
| 3 Year Change | -0.81% |
| 5 Year Change | 2.33% |
| Change since IPO | 3,033.75% |
Recent News & Updates
Narrative Update • Aug 03
CHKP: AI Security Demand And New Products Will Drive Future Repricing
Analysts trimmed their blended fair value estimate for Check Point Software Technologies by about $4.56 to $185.19. This reflects a mix of reduced price targets tied to near term execution risk and softer firewall demand, alongside a few upward revisions that point to a healthier long term pipeline and AI related opportunities.Analysis Article • Aug 03
Results: Check Point Software Technologies Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts
Check Point Software Technologies Ltd. ( NASDAQ:CHKP ) shareholders are probably feeling a little disappointed, since...Seeking Alpha • Jul 31
Check Point Software: Low Valuation Meets Structural Challenges
Summary Check Point Software's stock remains under pressure due to the poor performance of the business. Growth could strengthen in the second half of the year, driven by rebounding hardware demand and emerging products, but margins will likely continue to decline. While Check Point's valuation appears attractive, weak growth prospects and declining profitability largely offset this. Read the full article on Seeking AlphaRecent updates
Narrative Update • Aug 03
CHKP: AI Security Demand And New Products Will Drive Future Repricing
Analysts trimmed their blended fair value estimate for Check Point Software Technologies by about $4.56 to $185.19. This reflects a mix of reduced price targets tied to near term execution risk and softer firewall demand, alongside a few upward revisions that point to a healthier long term pipeline and AI related opportunities.Analysis Article • Aug 03
Results: Check Point Software Technologies Ltd. Beat Earnings Expectations And Analysts Now Have New Forecasts
Check Point Software Technologies Ltd. ( NASDAQ:CHKP ) shareholders are probably feeling a little disappointed, since...Seeking Alpha • Jul 31
Check Point Software: Low Valuation Meets Structural Challenges
Summary Check Point Software's stock remains under pressure due to the poor performance of the business. Growth could strengthen in the second half of the year, driven by rebounding hardware demand and emerging products, but margins will likely continue to decline. While Check Point's valuation appears attractive, weak growth prospects and declining profitability largely offset this. Read the full article on Seeking AlphaNarrative 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.
Narrative Update • Jul 06
CHKP: AI Partnerships And Share Buybacks Will Not Offset Execution Risk
For Check Point Software Technologies, the analyst fair value estimate has been revised from $153.0 to $120.0 as analysts adjust assumptions around growth, discount rates, and future P/E, while contrasting more cautious views with recent upgrades that highlight potential benefits from rising AI driven cybersecurity demand. Analyst Commentary Recent research on Check Point Software Technologies points to a split view, with some firms highlighting potential benefits from AI driven cybersecurity demand while others focus on execution and growth risks that influence valuation assumptions and price targets.
Narrative Update • Jun 22
CHKP: AI Security Partnerships Will Drive Rerating Despite Execution Concerns
Analysts have trimmed their average price target on Check Point Software Technologies by roughly $75, reflecting a series of downward revisions across major firms that cite company specific growth pressures and shifting views on its longer term earnings multiple. Analyst Commentary Recent research on Check Point Software Technologies clusters around a few clear themes, giving you a sense of where analysts see room for upside and where they see execution and growth risks pressuring valuation multiples.Narrative Update • Jun 07
CHKP: AI Security Push And Execution Risks Will Shape Future Demand
Analysts have reduced their average price targets on Check Point Software Technologies by tens of dollars per share, citing company specific growth pressures and a series of target cuts across major Wall Street firms, even as sector peers receive more favorable revisions. Analyst Commentary Recent research on Check Point Software Technologies clusters around concerns about company specific growth pressures and execution, even as some peers in cybersecurity receive more supportive revisions and, in a few cases, higher price targets.Narrative Update • May 19
CHKP: AI Security Initiatives And Capital Returns Will Support Future Demand
Analysts have lowered their average price target on Check Point Software Technologies to about $144 from around $196, citing updated expectations for slightly slower revenue growth, a modestly lower profit margin profile, and a reduced future P/E assumption compared with prior estimates. Analyst Commentary Recent research coverage on Check Point Software Technologies has been dominated by reductions in price targets and several rating downgrades, reflecting a more cautious stance on the stock's growth and margin outlook.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?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.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 AlphaSeeking 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 AlphaShareholder Returns
| CHKP | US Software | US Market | |
|---|---|---|---|
| 7D | -10.3% | 19.4% | 4.9% |
| 1Y | -33.4% | -10.9% | 21.3% |
Return vs Industry: CHKP underperformed the US Software industry which returned -10.9% over the past year.
Return vs Market: CHKP underperformed the US Market which returned 21.3% over the past year.
Price Volatility
| CHKP volatility | |
|---|---|
| CHKP Average Weekly Movement | 5.6% |
| Software Industry Average Movement | 9.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: CHKP has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: CHKP's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1993 | 6,825 | Nadav Zafrir | 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.
Check Point Software Technologies Ltd. Fundamentals Summary
| CHKP fundamental statistics | |
|---|---|
| Market cap | US$12.65b |
| Earnings (TTM) | US$1.05b |
| Revenue (TTM) | US$2.76b |
12.2x
P/E Ratio4.6x
P/S RatioIs CHKP overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| CHKP income statement (TTM) | |
|---|---|
| Revenue | US$2.76b |
| Cost of Revenue | US$345.70m |
| Gross Profit | US$2.42b |
| Other Expenses | US$1.37b |
| Earnings | US$1.05b |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 10.27 |
| Gross Margin | 87.49% |
| Net Profit Margin | 37.93% |
| Debt/Equity Ratio | 72.2% |
How did CHKP perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/05 21:58 |
| End of Day Share Price | 2026/08/05 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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 57 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.
| Analyst | Institution |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Shrenik Kothari | Baird |