Track market-moving stories before they get noisy

One subscription gives organizations of every size Check Point's AI Network Firewall, AI-powered threat prevention and agentic management, with no upfront hardware purchase SAN FRANCISCO, Oct. 26, 2026 /PRNewswire/ -- Check Point Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader in cyber security solutions, today announced the new Firewall-as-a-Subscription program that gives organizations of every size access to Check Point's most advanced AI security and network threat prevention.

Robertson Stephens Wealth Management LLC increased its stake in Check Point Software Technologies Ltd. (NASDAQ: CHKP) by 180.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 22,769 shares of the technology company's stock after buying an additional

On CNBC's “Halftime Report Final Trades,” Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, picked Amazon.com, Inc. (NASDAQ:AMZN).

Engineers Gate Manager LP lessened its holdings in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP – Free Report) by 42.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,253 shares of the technology company’s stock after selling 9,172 shares during the quarter. Engineers Gate Manager LP’s holdings in Check Point Software Technologies were worth $1,610,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Norges Bank bought a new stake in Check Point Software Technologies during the 4th quarter worth approximately $731,276,000. Victory Capital Management Inc. raised its holdings in shares of Check Point Software Technologies by 16.2% in the fourth quarter. Victory Capital Management Inc. now owns 1,684,756 shares of the technology company’s stock valued at $312,623,000 after purchasing an additional 234,539 shares during the last quarter. Legal & General Group Plc lifted its position in shares of Check Point Software Technologies by 4.7% during the fourth quarter. Legal & General Group Plc now owns 1,426,081 shares of the technology company’s stock valued at $264,624,000 after purchasing an additional 63,933 shares in the last quarter. Clearbridge Investments LLC lifted its position in shares of Check Point Software Technologies by 1.7% during the fourth quarter. Clearbridge Investments LLC now owns 987,465 shares of the technology company’s stock valued at $183,234,000 after purchasing an additional 16,423 shares in the last quarter. Finally, Geode Capital Management LLC boosted its holdings in Check Point Software Technologies by 1.7% during the fourth quarter. Geode Capital Management LLC now owns 888,696 shares of the technology company’s stock worth $164,031,000 after purchasing an additional 14,668 shares during the last quarter. Institutional investors and hedge funds own 98.51% of the company’s stock.

Wall Street Analysts Forecast Growth A number of brokerages have recently weighed in on CHKP. Susquehanna boosted their target price on Check Point Software Technologies from $140.00 to $150.00 and gave the stock a “positive” rating in a research note on Friday, July 31st. Wedbush lowered Check Point Software Technologies from an “outperform” rating to a “neutral” rating and set a $135.00 price target on the stock. in a report on Thursday, September 10th. Bank of America boosted their price objective on Check Point Software Technologies from $120.00 to $140.00 and gave the stock a “neutral” rating in a research report on Monday, July 27th. Weiss Ratings upgraded Check Point Software Technologies from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, August 7th. Finally, Stifel Nicolaus raised their target price on Check Point Software Technologies from $120.00 to $130.00 and gave the company a “hold” rating in a research report on Friday, July 31st. Eight investment analysts have rated the stock with a Buy rating and nineteen have given a Hold rating to the stock. Based on data from MarketBeat.com, Check Point Software Technologies presently has an average rating of “Hold” and an average price target of $148.74.

Check Out Our Latest Stock Report on Check Point Software Technologies Check Point Software Technologies Price Performance Check Point Software Technologies stock opened at $137.69 on Thursday. The business’s 50 day simple moving average is $132.36 and its 200 day simple moving average is $135.10. Check Point Software Technologies Ltd. has a 12 month low of $112.23 and a 12 month high of $210.66. The company has a market cap of $14.06 billion, a price-to-earnings ratio of 14.09, a PEG ratio of 3.94 and a beta of 0.50. The company has a current ratio of 1.67, a quick ratio of 1.67 and a debt-to-equity ratio of 0.72.

Check Point Software Technologies (NASDAQ:CHKP – Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The technology company reported $2.55 earnings per share for the quarter, topping the consensus estimate of $2.45 by $0.10. The company had revenue of $673.60 million during the quarter, compared to the consensus estimate of $675.45 million. Check Point Software Technologies had a return on equity of 38.80% and a net margin of 37.93%.The firm’s quarterly revenue was up 1.3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.37 EPS. Check Point Software Technologies has set its Q3 2026 guidance at 2.430-2.530 EPS and its FY 2026 guidance at 10.050-10.850 EPS. Sell-side analysts forecast that Check Point Software Technologies Ltd. will post 8.46 EPS for the current year.

Insider Activity at Check Point Software Technologies In other Check Point Software Technologies news, CRO Sherif Seddik sold 10,272 shares of the business’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $123.59, for a total transaction of $1,269,516.48. Following the sale, the executive owned 24,675 shares of the company’s stock, valued at $3,049,583.25. The trade was a 29.39% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 29.00% of the company’s stock.

Check Point Software Technologies Company Profile (Free Report)

Check Point Software Technologies Ltd. is a cybersecurity company that develops products and services designed to protect organizations, businesses and consumers from cyber threats. Its offerings address network, cloud, endpoint, mobile and data security, as well as security management and threat intelligence.

The company’s portfolio includes network security gateways and firewalls, cloud security solutions, endpoint protection, secure remote access, mobile security and security operations tools.

See Also Five stocks we like better than Check Point Software Technologies 3 Luxury Consumer Brands to Watch in a Beaten-Down Sector Jackson’s Record Quarter Powers the Bull Case Holiday Shopping Is Almost Here—And Target May Be Ready to Win Big AI Panic Hit Tech Stocks—But NVIDIA’s Growth Engine Is Intact Want to see what other hedge funds are holding CHKP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Check Point Software Technologies Ltd. (NASDAQ:CHKP – Free Report).

Receive News & Ratings for Check Point Software Technologies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Check Point Software Technologies and related companies with MarketBeat.com's FREE daily email newsletter.

California State Teachers Retirement System lifted its holdings in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP – Free Report) by 12,154.2% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 12,142,686 shares of the technology company’s stock after acquiring an additional 12,043,596 shares during the period. California State Teachers Retirement System owned approximately 11.89% of Check Point Software Technologies worth $1,595,913,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the stock. Horizon Investments LLC lifted its position in Check Point Software Technologies by 28.9% during the 3rd quarter. Horizon Investments LLC now owns 241 shares of the technology company’s stock worth $50,000 after acquiring an additional 54 shares during the period. Transamerica Financial Advisors LLC increased its holdings in Check Point Software Technologies by 9.4% in the 4th quarter. Transamerica Financial Advisors LLC now owns 745 shares of the technology company’s stock worth $138,000 after buying an additional 64 shares during the period. Elevation Wealth Partners LLC raised its position in Check Point Software Technologies by 42.7% during the 2nd quarter. Elevation Wealth Partners LLC now owns 254 shares of the technology company’s stock worth $33,000 after buying an additional 76 shares during the last quarter. Advisory Services Network LLC raised its position in Check Point Software Technologies by 1.5% during the 4th quarter. Advisory Services Network LLC now owns 5,109 shares of the technology company’s stock worth $948,000 after buying an additional 76 shares during the last quarter. Finally, Parallel Advisors LLC lifted its stake in Check Point Software Technologies by 4.4% during the 4th quarter. Parallel Advisors LLC now owns 2,006 shares of the technology company’s stock valued at $372,000 after acquiring an additional 84 shares during the period. Institutional investors and hedge funds own 98.51% of the company’s stock.

Analyst Upgrades and Downgrades Several brokerages recently issued reports on CHKP. Susquehanna raised their target price on shares of Check Point Software Technologies from $140.00 to $150.00 and gave the stock a “positive” rating in a report on Friday, July 31st. Wedbush downgraded Check Point Software Technologies from an “outperform” rating to a “neutral” rating and set a $135.00 price target on the stock. in a research report on Thursday. Raymond James Financial lowered Check Point Software Technologies from an “outperform” rating to a “market perform” rating in a research note on Wednesday, July 15th. The Goldman Sachs Group lowered their target price on Check Point Software Technologies from $168.00 to $150.00 and set a “neutral” rating on the stock in a research note on Saturday, August 1st. Finally, Compass Point set a $135.00 price target on Check Point Software Technologies in a research report on Monday, July 27th. Eight investment analysts have rated the stock with a Buy rating and nineteen have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $148.74.

Check Out Our Latest Report on Check Point Software Technologies Insider Activity In other news, CRO Sherif Seddik sold 10,272 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The shares were sold at an average price of $123.59, for a total value of $1,269,516.48. Following the sale, the executive directly owned 24,675 shares of the company’s stock, valued at approximately $3,049,583.25. The trade was a 29.39% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 29.00% of the company’s stock.

NASDAQ:CHKP opened at $131.64 on Friday. The company’s 50-day moving average is $132.37 and its two-hundred day moving average is $135.56. Check Point Software Technologies Ltd. has a 1-year low of $112.23 and a 1-year high of $210.66. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.67 and a quick ratio of 1.67. The firm has a market capitalization of $13.44 billion, a price-to-earnings ratio of 13.47, a PEG ratio of 3.73 and a beta of 0.50.

Check Point Software Technologies (NASDAQ:CHKP – Get Free Report) last released its quarterly earnings results on Thursday, July 30th. The technology company reported $2.55 EPS for the quarter, beating the consensus estimate of $2.45 by $0.10. The firm had revenue of $673.60 million for the quarter, compared to analyst estimates of $675.45 million. Check Point Software Technologies had a net margin of 37.93% and a return on equity of 38.80%. The business’s revenue for the quarter was up 1.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.37 EPS. Check Point Software Technologies has set its Q3 2026 guidance at 2.430-2.530 EPS and its FY 2026 guidance at 10.050-10.850 EPS. Analysts forecast that Check Point Software Technologies Ltd. will post 8.46 EPS for the current year.

About Check Point Software Technologies (Free Report)

Check Point Software Technologies Ltd. is a cybersecurity company that develops products and services designed to protect organizations, businesses and consumers from cyber threats. Its offerings address network, cloud, endpoint, mobile and data security, as well as security management and threat intelligence.

The company’s portfolio includes network security gateways and firewalls, cloud security solutions, endpoint protection, secure remote access, mobile security and security operations tools.

Recommended Stories Five stocks we like better than Check Point Software Technologies Block Makes a Federal Trust Bank Move That Could Reshape Its Fintech Model Kroger’s Textbook Entry for Buy-and-Hold Investors AST SpaceMobile Looks to Extend Its 30-Day FCC Satellite Testing Window Amgen Drops 10% on a Trial It Didn’t Even Run Want to see what other hedge funds are holding CHKP? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Check Point Software Technologies Ltd. (NASDAQ:CHKP – Free Report).

Receive News & Ratings for Check Point Software Technologies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Check Point Software Technologies and related companies with MarketBeat.com's FREE daily email newsletter.

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.

On August 17, 2026, Check Point Software Technologies Ltd
CHKP -3.58% 80

shares fell 3.6% to a current price of $127.01. This decline comes amid a challenging year, with shares down 31.6% year-to-date and a 52-week trading range of $112.23 to $210.66.

GF Value™ verdict: CHKP is currently priced at $127.01, which is 38.9% below its GF Value™ estimate of $207.92, indicating it is significantly undervalued.GF Score™ of 80/100 suggests a strong overall performance, particularly highlighting its profitability and growth capabilities.Notable signal: Insiders have sold $12.2 million worth of shares over the past 12 months, with no reported buying activity.Is CHKP Overvalued or Undervalued?With a current trading price of $127.01 and a GF Value™ of $207.92, Check Point Software Technologies Ltd is considered significantly undervalued, reflecting a margin of safety of 38.9%. The GF Value™ is GuruFocus' proprietary intrinsic value estimate, calculated based on historical trading multiples, past business growth, and future performance projections. This significant gap between the current price and the intrinsic value suggests a compelling opportunity for value-oriented investors, provided they consider the broader market context and potential risks.

While the undervaluation presents an attractive opportunity, investors must remain cautious given the recent downward momentum in CHKP's stock price. Continuous selling by insiders may also raise questions about future performance, emphasizing the importance of due diligence before making any decisions.

How Does CHKP's Valuation Compare to Its History?MetricCurrentHistoricalP/E (TTM)13.0x20.8xForward P/E12.2x-Check Point's current P/E ratio of 13.0x is significantly below its 5-year median P/E of 20.8x, indicating it is trading at a substantial discount relative to its historical valuation levels. This analysis aligns with the GF Value™ verdict that suggests CHKP is undervalued, reinforcing the potential for a rebound if the company can stabilize its performance and regain investor confidence.

What Does CHKP's GF Score™ Tell Us?The GF Score™ measures a company's overall performance across various dimensions, including financial strength, profitability, growth, valuation, and momentum. Check Point's GF Score™ of 80/100 reflects strong fundamentals, particularly in profitability and growth, while its valuation and momentum scores suggest areas for caution.

MetricRatingGF Score™80/100Financial Strength7/10Profitability10/10Growth9/10Valuation4/10Momentum1/10Check Point's strongest areas are profitability (10/10) and growth (9/10), indicating its ability to generate substantial earnings and expand. However, the valuation score of 4/10 and momentum score of 1/10 highlight concerns about its current market sentiment and relative valuation, suggesting that while the fundamentals are robust, market perception may be weighing heavily on the stock.

What Are Gurus and Insiders Doing with CHKP?Currently, 5 gurus hold shares of Check Point, with 5 adding to their positions and 2 trimming their stakes in recent quarters. This indicates a generally positive sentiment among institutional investors, although the insider selling of $12.2 million without any buying activity could signal a lack of confidence from those closest to the company.

The trend of insider selling could be a red flag for some investors, as it may suggest that insiders believe the stock price may not recover in the near term. However, the activity from gurus adding positions could counterbalance this concern, reflecting a divergence in sentiment between institutional and insider investors.

What This Means for InvestorsBased on the analysis above, Check Point Software Technologies Ltd appears to be undervalued according to the GF Value™ assessment. While the significant gap between the current price and intrinsic value offers a potential investment opportunity, investors should also consider the risks associated with insider selling and the current momentum of the stock. Comprehensive due diligence is advisable to navigate these complexities.

For further insights, visit the Check Point Software Technologies Ltd
CHKP -3.58% 80

stock page, as well as the GF Value™ page for more detailed valuation metrics.

Frequently Asked QuestionsWhat is CHKP's GF Score™?

CHKP has a GF Score™ of 80/100, indicating strong overall performance with particularly high marks in profitability and growth.

Is CHKP overvalued or undervalued?

CHKP is considered undervalued, with a current price that is 38.9% below its GF Value™ estimate.

What is CHKP's P/E ratio?

The current P/E ratio for CHKP is 13.0x, which is 37% below its 5-year median P/E of 20.8x, suggesting it is trading at a discount to its historical valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

Time to Buy These Up-and-Coming Software Firms?Check Point Software Technologies NASDAQ: CHKP sees 2027 as a potentially significant year for artificial intelligence-related cybersecurity spending as customers move from experimentation toward more deliberate budgeting, according to Global Head of Investor Relations Kip Meintzer.

Speaking at an investor event, Meintzer said organizations had redirected spending from other budget areas to fund AI initiatives during the current year. However, as companies prepare annual operating plans for next year, he expects more dedicated AI spending, including investments in AI security.

Get CHKP alerts:

Is CoStar Group Stock a Buy Before Earnings? Analysts Think So“Without security, you’re in a little heap of trouble,” Meintzer said, adding that companies and AI model developers have increasingly recognized the risks associated with deploying AI without adequate protections.

Go-to-Market Changes and Second-Half Outlook Meintzer said Check Point’s second-quarter execution during its go-to-market transition “could’ve been better,” though he said the company now has a better handle on the third and fourth quarters. He pointed to the company’s guidance and pipeline indicators as evidence that conditions are moving in the right direction.

Sentinel One Stock Is the Growth Story Goldman Sachs Is BuyingThe go-to-market changes are designed to focus more resources on larger customers and new-logo opportunities. Existing large accounts are receiving more dedicated account-manager coverage, while sales “hunters” pursuing new logos are being given multiyear contracts rather than being measured solely on a one-year timetable.

Meintzer said the longer sales time frame is intended to allow representatives to build relationships and pursue larger enterprise opportunities without being rushed. He said the organizational changes, including new sales overlays, staffing adjustments and continued hiring, contributed to disruption during the transition.

Check Point has said it expects to hire an additional 300 employees by year-end, representing a net increase of about 150 employees after other workforce changes. Meintzer said the company expects to enter 2027 “on the ground and running.”

For the third quarter, Meintzer said Check Point views the period as a trough largely because of difficult comparisons, particularly around billings. He said the company has informed investors that a couple of large third-quarter deals could be pushed out. Still, he described the fourth-quarter pipeline as looking like “a complete home run,” supported by sales teams that have now spent roughly two quarters working with their assigned accounts.

AI Network Firewall and Growing Traffic Meintzer said broader AI adoption should drive higher network traffic and increase the need for security. He highlighted Check Point’s AI Network Firewall, which is available now and can be deployed through a software upgrade and subscription for customers using compatible existing hardware. Customers must be on the latest software revision to add the subscription, or they can purchase a new system with the capabilities included.

The subscription for the AI Network Firewall will carry a higher price than previous subscriptions, he said. Meintzer said it was too early to determine whether the offering would primarily lead customers to upgrade existing systems or purchase new hardware.

According to Meintzer, the product is differentiated by its ability to address threats from both outside and inside an organization, including data-loss-prevention capabilities for applications, Model Context Protocol server protections and the ability to identify shadow AI. He said competitors may need to rely on secondary technologies or virtual instances to provide similar capabilities, while some may not offer them within their products.

“It’s brand new, so we’ll have to see how the adoption goes,” Meintzer said.

Platform Strategy, Subscription Revenue and M&A Check Point continues to position itself as a platform provider but is pursuing an “Open Garden” approach rather than requiring customers to standardize exclusively on its products, Meintzer said. He cited the company’s continuous threat exposure management, or CTEM, offering and its Veriti acquisition, which provides virtual patching for more than 70 competing products.

Meintzer said the strategy allows Check Point to help secure a customer’s broader environment even when that environment includes competitors’ technologies. He described CTEM as the company’s fastest-growing product, while noting that it remains relatively small compared with the company’s overall business.

On subscription revenue, Meintzer said growth could flatten temporarily because of pressure on attached services before accelerating again. He said unattached subscriptions, which include SASE, CTEM, endpoint, Avanan, Workspace and AI-related offerings, represent more than 30% of subscription revenue and could eventually account for 50% of that line.

He said Check Point’s SASE product is “enterprise ready” and is continuing to improve. The company expects the offering could begin to make a greater difference in the coming year.

Meintzer also said Check Point has the cash and appetite to pursue a larger acquisition, though it will not force a transaction. Any acquisition would need to make strategic sense and improve the company’s offerings. He said mergers and acquisitions are not essential to reaching the company’s double-digit growth objective, but could accelerate progress toward that goal.

Ultimately, Meintzer said the company’s growth ambitions depend primarily on go-to-market execution, including sales and marketing. He also said AI-driven capacity needs and Check Point’s differentiated offerings could support an accelerated refresh cycle in the future.

Meintzer highlighted Maestro as another differentiator, particularly for large-capacity networks. He said the product is frequently discussed by customers and is well suited to high-end deployments, including neocloud environments.

About Check Point Software Technologies (NASDAQ:CHKP)Check Point Software Technologies Ltd. is an Israeli-founded cybersecurity company that develops, markets and supports a broad portfolio of network, cloud and endpoint security products. Founded in 1993, the company was an early pioneer of stateful inspection firewall technology and later developed a modular “software blade” approach that allowed customers to combine protection capabilities. Check Point's product set spans physical and virtual security appliances, software and cloud-native services designed to prevent cyberattacks, protect data and simplify security management for enterprises and service providers.

Key product families include Quantum Security Gateways (on-premises and hybrid appliances), CloudGuard (cloud security posture and workload protection), Harmony (endpoint, remote access and unified endpoint security), and SandBlast (advanced threat prevention and sandboxing).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Should You Invest $1,000 in Check Point Software Technologies Right Now?Before you consider Check Point Software Technologies, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Check Point Software Technologies wasn't on the list.

While Check Point Software Technologies currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

Click the link to see MarketBeat's list of seven stocks and why their long-term outlooks are very promising.

Get This Free Report

Frost & Sullivan recognizes Check Point for closing the loop between threat intelligence, exposure prioritization, and remediation, helping enterprises move from risk visibility to mitigation and risk reduction
 

, /PRNewswire/ -- Check Point® Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced that it has been named a Visionary Leader in the Frost Radar™: Enterprise Risk Mitigation and Management Platforms, 2026 report. One of five companies placed in the Visionary Leader category; Check Point earned the highest Growth Index score of the 15 platforms benchmarked. The recognition highlights Check Point's ability to natively combine attack surface management (ASM), cyber threat intelligence (CTI), and digital risk protection (DRP) in a unified platform with built-in prioritization and remediation, enabling enterprises to move from risk visibility to measurable risk reduction.  

For more information on Check Point's recognition in the Frost Radar™: Enterprise Risk Mitigation and Management Platforms, 2026 report, visit our website.

 AI-driven attacks are shrinking the window security teams have to close exposure gaps. Check Point's 2026 Exposure Gap Report found that vulnerabilities more than doubled as a share of critical exposures year over year, rising from 18.7% to 42.6%, and point-solution risk management can no longer keep pace. Frost & Sullivan's report notes that the market is shifting toward integrated platforms that correlate threat intelligence with exposure data and act on it, not just report on it. Check Point's approach is intelligence-led and remediation-driven: threat intelligence identifies what is being actively weaponized, exposure prioritization reflects real risk to the business, and safe remediation fixes the exposures safely using the controls the customer already owns.

"Check Point's actions reflect a coherent strategy to build the most comprehensive closed-loop ERMM platform, spanning discovery, intelligence, prioritization, and execution within a single platform architecture," said Danielle VanZandt, Research Director & Program Manager at Frost & Sullivan. "By integrating mature product lines under a unified platform, Check Point creates a durable competitive differentiator that cannot be easily replicated." 

Frost & Sullivan's assessment points to four capabilities behind the recognition:

Threat Intelligence: Combining ThreatCloud AI, large-scale telemetry from millions of enforcement points worldwide, and dark web collection with evidence-driven analytics, Check Point correlates external threats, exposures, security control weaknesses, and threat actor behavior into a single view, so teams know in real-time which exposures attackers are actively targeting
  Exposure Prioritization: Check Point enhances asset visibility through internal and external ASM and CAASM capabilities and agentic exposure validation, enabling organizations to identify and prioritize the highest-risk exposures faster
  Safe Remediation: With continued investment and acquisitions, the platform supports teams with fast, safe remediation, using automated safety checks that keep day-to-day operations running without disruption
  Open Garden, Interoperable Architecture: Broad integrations across hundreds of IT and security vendors let organizations put compensating controls they already own to work and get more value from existing security investments In its growth assessment, Frost & Sullivan wrote that "rather than focusing solely on enterprise risk visibility, Check Point's growth strategy emphasizes measurable risk reduction and operational execution, positioning ERMM as an integrated process that unifies exposure identification, prioritization, and remediation in a single operational framework."

"Being named a Visionary Leader validates our strategy of bringing exposure management, threat intelligence, and automated remediation together in a single operational platform," said Yochai Corem, General Manager of Exposure Management at Check Point Software Technologies. "Organizations don't just want to understand risk anymore, they want to reduce it continuously. The future of cyber security is mitigating in AI speed, helping security teams prioritize what matters most and remediate exposures safely at enterprise scale."

Check Point also received Frost & Sullivan's Best Practices Customer Value Leadership Recognition in the global ERMM platforms industry, further highlighting the company's strength in security and operational resiliency.

As threat actors increasingly weaponize AI and the time to remediate exposures continues to shrink, Check Point remains committed to advancing trustworthy AI across its Exposure Management and its broader AI Security portfolio. Read more on the Check Point blog and download the complimentary report.

Follow Check Point on LinkedIn, X, Facebook, YouTube and our Corporate Blog.  

About Check Point Software Technologies Ltd.
Check Point Software Technologies Ltd. (www.checkpoint.com) is a leading AI-powered, cloud-delivered cyber security platform provider protecting over 100,000 organizations worldwide. Check Point leverages the power of AI everywhere to enhance cyber security efficiency and accuracy through its Check Point Platform, with industry-leading catch rates enabling proactive threat anticipation and smarter, faster response times. The comprehensive platform includes cloud-delivered technologies consisting of Check Point Workspace Security to secure the workspace, Check Point to secure the cloud, Check Point to secure the network, and Check Point Core Services for collaborative security operations and services.

Legal Notice Regarding Forward-Looking Statements
This press release contains forward-looking statements. Forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this press release include, but are not limited to, statements related to our expectations regarding our products and solutions, our expectations regarding future growth, the expansion of Check Point's industry leadership, the enhancement of shareholder value and the delivery of an industry-leading cyber security platform to customers worldwide. Our expectations and beliefs regarding these matters may not materialize, and actual results or events in the future are subject to risks and uncertainties that could cause actual results or events to differ materially from those projected. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 20-F filed with the Securities and Exchange Commission on March 31, 2026. The forward-looking statements in this press release are based on information available to Check Point as of the date hereof, and Check Point disclaims any obligation to update any forward-looking statements, except as required by law.

SOURCE Check Point Software Technologies

9.62K Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

For the quarter ended June 2026, Check Point Software (CHKP - Free Report) reported revenue of $673.6 million, up 1.3% over the same period last year. EPS came in at $2.55, compared to $2.37 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $674.89 million, representing a surprise of -0.19%. The company delivered an EPS surprise of +4.08%, with the consensus EPS estimate being $2.45.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Check Point performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenues- Total revenues from products and security subscriptions: $446 million compared to the $443.11 million average estimate based on 10 analysts. The reported number represents a change of +3.8% year over year.Revenues- Software updates and maintenance: $227.6 million compared to the $235.03 million average estimate based on 10 analysts. The reported number represents a change of -3.3% year over year.Revenues- Products and licenses: $113.4 million versus $110.92 million estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a -14% change.Revenues- Security Subscriptions: $332.6 million versus $332.62 million estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +11.7% change.View all Key Company Metrics for Check Point here>>>

Shares of Check Point have returned +4% over the past month versus the Zacks S&P 500 composite's -1.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

Check Point Software (CHKP - Free Report) came out with quarterly earnings of $2.55 per share, beating the Zacks Consensus Estimate of $2.45 per share. This compares to earnings of $2.37 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +4.08%. A quarter ago, it was expected that this data security company would post earnings of $2.42 per share when it actually produced earnings of $2.5, delivering a surprise of +3.31%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Check Point, which belongs to the Zacks Security industry, posted revenues of $673.6 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.19%. This compares to year-ago revenues of $665.2 million. The company has topped consensus revenue estimates just once over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Check Point shares have lost about 24.7% since the beginning of the year versus the S&P 500's gain of 6.9%.

What's Next for Check Point?While Check Point has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Check Point was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.58 on $698.66 million in revenues for the coming quarter and $10.44 on $2.82 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Security is currently in the bottom 34% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Okta (OKTA - Free Report) , has yet to report results for the quarter ended July 2026.

This cloud identity management company is expected to post quarterly earnings of $0.96 per share in its upcoming report, which represents a year-over-year change of +5.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Okta's revenues are expected to be $792.14 million, up 8.8% from the year-ago quarter.

, /PRNewswire/ -- Check Point® Software Technologies Ltd. (NASDAQ: CHKP), today announced its financial results for the quarter ended June 30th, 2026.

Second Quarter 2026 Financial Highlights:

Total Revenues: $674 million, a 1 percent increase year over year Security Subscriptions Revenues: $333 million, a 12 percent increase year over year Remaining Performance Obligation (RPO)*: $2.6 billion, a 7 percent increase year over year. GAAP Operating Income: $185 million, representing 27 percent of total revenues Non-GAAP Operating Income: $260 million, representing 39 percent of total revenues GAAP EPS: $1.87, a 2 percent increase year over year Non-GAAP EPS: $2.55, an 8 percent increase year over year Cash Flow from Operations: $170 million, representing 25 percent of total revenues Adjusted Free Cash Flow**: $161 million, representing 24 percent of total revenues "We delivered second quarter results in line with our expectations while strengthening our foundation for sustainable growth," said Nadav Zafrir, Chief Executive Officer of Check Point Software. "Our go-to-market execution is improving, and we are significantly expanding sales capacity to capture a growing market opportunity. With the industry's first Network AI Firewall and our AI Defense plane, we are giving enterprises the visibility, control, and protection they need to adopt AI safely across users, applications, and agents, while defending against a new generation of AI-driven threats. This reinforces our mission to secure our customers AI transformation."

Financial Highlights Commentary: 

Cash Balances, Marketable Securities & Short-Term Deposits: $4,203 million as of June 30, 2026, compared to $2,913 million as of June 30, 2025. The increase in cash is primarily a result of the $1.8 billion proceeds from our $2 billion convertible senior notes offering net of issuance costs and net of purchased capped calls.
Cash Flow: Cash flow from operations in the second quarter of 2026 was $170 million, which included $14 million in benefit related to our currency hedging transactions, while acquisition-related costs were insignificant. This compares to $262 million in the second quarter of 2025, which included $50 million in benefit related to our currency hedging transactions, while acquisition-related costs were $6 million.
Share Repurchase Program: During the second quarter of 2026, the company re-purchased approximately 2.5 million shares at a total cost of approximately $325 million. On May 11, 2026, the company announced that the board of directors authorized a $2 billion expansion of the company's on-going share repurchase program.
R&D Grants: During the second quarter of 2026, the company recognized a $28 million reduction in research and development expenses under Israel's new R&D tax incentive program. The new Israeli law enacted on March 30, 2026, as part of the 2026 budget, provides tax incentives for research and development activities carried out in Israel. Eligible Israeli companies within multinational groups can receive tax credits for qualifying R&D expenses, which may be used to offset corporate taxes or minimum top-up tax, and unused credits may be converted into cash grants after a defined period.

For information regarding the non-GAAP financial measures discussed in this release, as well as a reconciliation of such non-GAAP financial measures to the most directly comparable GAAP financial measures, please see "Use of Non-GAAP Financial Information" and "Reconciliation of GAAP to Non-GAAP Financial Information."

* Remaining Performance Obligation (RPO) is a measure that represents the total value of non-cancellable contracted products and/or services that are yet to be recognized as Revenue as of June 30, 2026.
** Adjusted Free Cash Flow is a non-GAAP financial measure that we define as Net Cash provided by operating activities, less purchases of property, equipment, Capitalization costs, and other assets, net of Acquisition related costs. 

Conference Call and Webcast Information:
Check Point will host a conference call with the investment community on July 30, 2026, at 8:30 AM ET/5:30 AM PT. To listen to the live video cast or replay, please visit the website: www.checkpoint.com/ir.

Third Quarter Investor Conference Participation Schedule:

KBCM Technology Leadership Forum
August 10-11, 2026, Park City, UT – Fireside & 1x1's Oppenheimer 29th Annual Virtual Technology, Internet & Communications Conference
August 13, 2026 – Virtual 1x1's NASDAQ 6th Annual Asia Virtual Conference
August 17, 2026 – Virtual 1x1's Deutsche Bank 2026 Technology Conference
August 26 - 27, 2026, Dana Point, CA – 1x1's Goldman Sachs 2026 Communicopia + Technology Conference
September 8-9, 2026, San Francisco, CA – Fireside Chat &1x1's Wolfe Research TMT Conference
September 10, 2026, San Francisco, CA – 1x1's Piper Sandler 2026 Growth Frontiers Conference
September 14-16, 2026, Nashville, TN – 1x1's Members of Check Point's management team are expected to present at these conferences and discuss the latest company strategies and initiatives. Check Point's conference presentations are expected to be available via webcast on the company's web site. To hear these presentations and access the most updated information please visit the company's web site at www.checkpoint.com/ir. The schedule is subject to change. 

Follow Check Point via:
Twitter: http://www.twitter.com/checkpointsw
Facebook: https://www.facebook.com/checkpointsoftware
Blog: http://blog.checkpoint.com
YouTube: http://www.youtube.com/user/CPGlobal
LinkedIn: https://www.linkedin.com/company/check-point-software-technologies 

About Check Point Software Technologies Ltd. 
Check Point Software Technologies Ltd. (www.checkpoint.com) is a global cyber security leader protecting more than 100,000 organizations worldwide. Its mission is to secure enterprises' AI transformation. With a prevention-first approach and an open ecosystem architecture, Check Point helps organizations block advanced threats, prioritize exposures, and automate security operations across complex digital environments. The unified architecture simplifies protection across hybrid networks, multi-cloud environments, digital workspaces, and AI systems. Structured around four strategic pillars, Hybrid Mesh Network Security, Workspace Security, Exposure Management, and AI Security, Check Point delivers consistent protection and visibility across multivendor environments, enabling organizations to reduce risk, improve efficiency, and accelerate innovation without increasing complexity.  

Legal Notice Regarding Forward-Looking Statements
This press release contains forward-looking statements. Forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this press release include, but are not limited to, expectations regarding our products and solutions and customer demands, our ability to capture growth opportunities and drive sustainable growth in the future, and our participation in investor conferences and other events during the third quarter of 2026. Our expectations and beliefs regarding these matters may not materialize, and actual results or events in the future are subject to risks and uncertainties that could cause actual results or events to differ materially from those projected. These risks include our ability to continue to develop platform capabilities and solutions; customer acceptance and purchase of our existing solutions and new solutions; the market for IT security continuing to develop; competition from other products and services; and general market, political, economic, and business conditions, including acts of terrorism or war. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 20-F filed with the Securities and Exchange Commission on March 31, 2026. The forward-looking statements in this press release are based on information available to Check Point as of the date hereof, and Check Point disclaims any obligation to update any forward-looking statements, except as required by law. 

Use of Non-GAAP Financial Information
In addition to reporting financial results in accordance with generally accepted accounting principles, or GAAP, Check Point uses non-GAAP measures of operating income, net income, earnings per diluted share and adjusted free cash flow, which are adjustments from results based on GAAP to exclude, as applicable, stock-based compensation expenses, amortization of intangible assets and acquisition related expenses, amortization of debt discount and the related tax affects. Check Point's management believes the non-GAAP financial information provided in this release is useful to investors' understanding and assessment of Check Point's ongoing core operations and prospects for the future. Historically, Check Point has also publicly presented these supplemental non-GAAP financial measures to assist the investment community to see the company "through the eyes of management," and thereby enhance understanding of its operating performance. The presentation of this non-GAAP financial information is not intended to be considered in isolation or as a substitute for results prepared in accordance with GAAP. A reconciliation of the non-GAAP financial measures discussed in this press release to the most directly comparable GAAP financial measures is included with the financial statements contained in this press release. Management uses both GAAP and non-GAAP information in evaluating and operating business internally and as such has determined that it is important to provide this information to investors.

CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CONSOLIDATED STATEMENT OF INCOME

 (Unaudited, in millions, except per share amounts)

Three Months Ended

Six Months Ended

June 30,

June 30,

2026

2025

2026

2025

Revenues:

   Products and licenses

$       113.4

$       131.9

$       224.2

$       246.0

   Security subscriptions

332.6

297.9

655.8

588.5

Total revenues from products and security
subscriptions

446.0

429.8

880.0

834.5

   Software updates, maintenance and services

227.6

235.4

462.0

468.5

Total revenues

673.6

665.2

1,342.0

1,303.0

Operating expenses:

   Cost of products and licenses

27.8

26.2

55.2

49.2

   Cost of security subscriptions

24.4

23.0

48.3

44.4

Total cost of products and security subscriptions

52.2

49.2

103.5

93.6

   Cost of Software updates and

   Maintenance

36.9

34.2

72.8

66.3

   Amortization of technology

10.4

7.8

20.9

15.4

Total cost of revenues

99.5

91.2

197.2

175.3

   Research and development, net (*)

112.0

112.8

221.9

214.9

   Selling and marketing

239.0

227.8

481.6

453.2

   General and administrative

38.0

29.8

71.1

60.5

Total operating expenses

488.5

461.6

971.8

903.9

Operating income

185.1

203.6

370.2

399.1

Financial income, net

41.5

28.5

82.3

55.8

Income before taxes on income

226.6

232.1

452.5

454.9

Taxes on income

32.8

29.3

67.1

61.2

Net income

$       193.8

$       202.8

$       385.4

$       393.7

Basic earnings per share

$         1.88

$         1.89

$         3.71

$         3.66

Number of shares used in computing basic earnings     
per share

102.9

107.1

103.8

107.5

Diluted earnings per share

$         1.87

$         1.84

$         3.68

$         3.55

Number of shares used in computing diluted
earnings per share

103.5

110.4

104.8

110.9

(*) R&D expenses for the six and three months ended June 30, 2026 include reductions of $55 million and $28 million respectively, related to grants expected to be received under the Israeli Law for Encouragement and Incentivization of Research and Development, following the ratification of the law during the period.

CHECK POINT SOFTWARE TECHNOLOGIES LTD.
SELECTED FINANCIAL METRICS
(Unaudited, in millions, except per share amounts)

Three Months Ended

Six Months Ended

June 30,

June 30,

2026

2025

2026

2025

Revenues  

$                673.6

$                665.2

$             1,342.0

$             1,303.0

Non-GAAP operating income

259.7

271.1

524.3

529.7

Non-GAAP net income

263.5

261.4

528.8

507.6

Diluted Non-GAAP Earnings per share

$                  2.55

$                  2.37

$                  5.05

$                  4.58

Number of shares used in computing diluted
Non-GAAP earnings per share

103.5

110.4

104.8

110.9

CHECK POINT SOFTWARE TECHNOLOGIES LTD.

RECONCILIATION OF GAAP TO NON-GAAP FINANCIAL INFORMATION

(Unaudited, in millions, except per share amounts)

Three Months Ended

Six Months Ended

June 30,

June 30,

2026

2025

2026

2025

GAAP operating income

$                 185.1

$                 203.6

$              370.2

$              399.1

Stock-based compensation (1)

55.9

45.9

115.7

87.1

Amortization of intangible assets and
acquisition related expenses (2)(*)

18.7

21.6

38.4

43.5

Non-GAAP operating income

$                259.7

$                271.1

$              524.3

$              529.7

GAAP net income

$                193.8

$                202.8

$             385.4

$             393.7

Stock-based compensation (1)

55.9

45.9

115.7

87.1

Amortization of intangible assets and
acquisition related expenses (2)(*)

18.7

21.6

38.4

43.5

Amortization of debt discount (3)

1.4

-

2.8

-

Taxes on the above items (4)

(6.3)

(8.9)

(13.5)

(16.7)

Non-GAAP net income

$                263.5

$                261.4

$              528.8

$              507.6

Diluted GAAP earnings per share

$                  1.87

$                  1.84

3.68

$               3.55

Stock-based compensation (1)

0.54

0.41

1.10

0.78

Amortization of intangible assets and
acquisition related expenses (2)

0.18

0.20

0.37

0.40

Amortization of debt discount (3)

0.02

-

0.03

-

Taxes on the above items (4)

(0.06)

(0.08)

(0.13)

(0.15)

Diluted Non-GAAP earnings per share

$                  2.55

$                  2.37

$               5.05

$               4.58

Number of shares used in computing diluted
Non-GAAP earnings per share

103.5

110.4

104.8

110.9

(1) Stock-based compensation:

   Cost of products and licenses

$                   0.1

$                   0.1

$                 0.2

$                 0.2

   Cost of software updates and maintenance

3.4

3.2

7.4

5.3

   Research and development

19.7

17.9

43.2

32.6

   Selling and marketing

21.4

17.5

43.6

32.1

   General and administrative

11.3

7.2

21.3

16.9

55.9

45.9

115.7

87.1

(2) Amortization of intangible assets and
acquisition related expenses (*):

   Amortization of technology-cost of revenues     

10.4

7.8

20.9

15.4

   Research and development

5.1

1.1

10.9

2.6

   Selling and marketing

3.2

12.7

6.6

25.5

18.7

21.6

38.4

43.5

(3) Amortization of debt discount

1.4

-

2.8

-

(4) Taxes on the above items

(6.3)

(8.9)

(13.5)

(16.7)

Total, net

$                  69.7

$                  58.6

$              143.4

$              113.9

(*) While amortization of acquired intangible assets is excluded from the measures, the revenue of the acquired companies is reflected in the measures, and the acquired assets contribute to revenue generation.

CHECK POINT SOFTWARE TECHNOLOGIES LTD. 
RECONCILIATION OF NET CASH PROVIDED BY OPERATING ACTIVITIES TO ADJUSTED FREE CASH FLOW

(Unaudited, in millions)

Three Months Ended

Six Months Ended

June 30,

June 30,

2026

2025

2026

2025

Net cash provided by operating activities     

$            169.6

$            262.1

$          616.7

$        683.2

Less:

Purchases of property and equipment

(7.1)

(6.1)

(16.5)

(13.5)

Capitalization of internal-use software

(1.8)

-

(3.6)

-

Free cash flow

$          160.7

$         256.0

$          596.6

$         669.7

Add:

Acquisition-related costs

-

6.2

21.4

6.2

Adjusted free cash flow

$          160.7

$          262.2

$          618.0

$         675.9

Free cash flow margin

23.9 %

38.5 %

44.5 %

51.4 %

Adjusted free cash flow margin

23.9 %

39.4 %

46.0 %

51.9 %

CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CONDENSED CONSOLIDATED BALANCE SHEET DATA
(In millions)
ASSETS

June 30,

 December 31,

2026

(Unaudited)

2025

(Audited)

Current assets:

Cash and cash equivalents

$             596.3

$            1,800.0

Marketable securities and short-term deposits     

1,683.2

1,214.9

Trade receivables, net

491.3

769.1

Prepaid expenses and other current assets

159.6

180.0

Total current assets

2,930.4

3,964.0

Long-term assets:

Marketable securities

1,923.9

1,326.8

Property and equipment, net

86.0

82.9

Deferred tax asset, net

74.5

68.3

Operating lease right of use assets

202.1

48.4

Goodwill and other intangible assets, net

2,197.6

2,118.5

Lease prepayment

-

159.9

Other assets

97.6

37.6

Total long-term assets

4,581.7

3,842.4

Total assets

$          7,512.1

$          7,806.4

LIABILITIES AND
SHAREHOLDERS' EQUITY

Current liabilities:

Deferred revenues

$          1,397.5

$          1,530.1

Trade payables and other accrued liabilities

355.1

406.6

Total current liabilities

1,752.6

1,936.7

Long-term liabilities:

Convertible senior notes, net

1,974.9

1,972.1

Long-term deferred revenues

627.7

650.3

Income tax accrual

390.0

329.7

Other long-term liabilities

29.8

35.5

Total long-term liabilities

3,022.4

2,987.6

Total liabilities

4,775.0

4,924.3

Shareholders' equity:

Share capital

0.8

0.8

Additional paid-in capital

3,435.5

3,331.6

Treasury shares at cost

(16,159.7)

(15,555.8)

Accumulated other comprehensive gain

4.4

34.8

Retained earnings

15,456.1

15,070.7

Total shareholders' equity

2,737.1

2,882.1

Total liabilities and shareholders' equity

$          7,512.1

$          7,806.4

Total cash and cash equivalents, marketable     
securities and short-term deposits

$          4,203.4

$          4,341.7

CHECK POINT SOFTWARE TECHNOLOGIES LTD.

SELECTED CONSOLIDATED CASH FLOW DATA

(Unaudited, in millions)

Three Months Ended

Six Months Ended

June 30,

June 30,

2026

2025

2026

2025

Cash flow from operating activities:

Net income

$            193.8

$            202.8

$      385.4

$      393.7

Adjustments to reconcile net income to net cash provided by
operating activities:

Depreciation of property and equipment

6.9

5.7

13.5

10.9

Amortization of intangible assets

12.4

19.6

25.3

38.8

Stock-based compensation

55.9

45.9

115.7

87.1

Realized loss (gain) on marketable securities

-

-

(0.1)

0.1

Decrease (increase) in trade and other receivables, net

(79.6)

(75.0)

222.4

254.4

Increase (decrease) in deferred revenues, trade payables and
other accrued liabilities

(20.0)

66.7

(147.9)

(75.4)

Amortization of debt discount

1.4

-

2.8

-

Deferred income taxes, net

(1.2)

(3.6)

(0.4)

(26.4)

Net cash provided by operating activities

169.6

262.1

616.7

683.2

Cash flow from investing activities:

Payment in conjunction with acquisitions, net of acquired cash     

(2.2)

(83.7)

(94.4)

(83.7)

Investment in property and equipment

(7.1)

(6.1)

(16.5)

(13.5)

Capitalization of internal-use software

(1.8)

-

(3.6)

-

Net cash used in investing activities

(11.1)

(89.8)

(114.5)

(97.2)

Cash flow from financing activities:

Proceeds from issuance of shares upon exercise of options

11.2

138.7

45.6

184.7

Purchase of treasury shares

(324.9)

(325.0)

(649.9)

(650.0)

Payments related to shares withheld for taxes

(12.1)

(12.8)

(13.0)

(14.3)

Net cash used in financing activities

(325.8)

(199.1)

(617.3)

(479.6)

Unrealized gain (loss) on marketable securities, net

)9.0(

8.2

(23.2)

23.2

Increase (decrease) in cash and cash equivalents, marketable
securities and short-term deposits

(176.3)

(18.6)

(138.3)

129.6

Cash and cash equivalents, marketable securities and short-
term deposits at the beginning of the period

4,379.7

2,932.0

4,341.7

2,783.8

Cash and cash equivalents, marketable securities and
short-term deposits at the end of the period

$         4,203.4

$         2,913.4

$    4,203.4

$    2,913.4

SOURCE Check Point Software Technologies

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Considering buying CHKP stock? Here’s what analysts think:

Photo via Shutterstock

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

To add Benzinga News as your preferred source on Google, click here.

In a recent interview, legendary investor Bill Ackman was asked about why he was bullish on the economy of Israel. The question comes with Ackman owning around a 5% stake in the Tel Aviv Stock Exchange.

• Teva Pharmaceutical stock is trading at elevated levels. Where are TEVA shares going?

Ackman on Israel’s Opportunity"I’m very bullish on Israel from an economic perspective," Ackman said. "Imagine if Silicon Valley was a country."

Ackman highlighted the density of talent and IP in the small country and entrepreneurs who have been through a pretty brutal war, who have now developed "grit."

The region is seeing top venture capital firms opening offices and companies turning down small offers from large tech companies to grow on their own.

"You’re gonna see a trillion dollar company come out of Israel in the not-too-distant future."

Ackman said the company will likely be in the cybersecurity or AI sectors.

"It’s one of the best economies in the world."

Top Israeli CompaniesInvestors looking for exposure to Israel can invest in the iShares MSCI Israel ETF (NYSE:EIS), which has stakes in companies that are public in the U.S. and some in Israel, with all having headquarters in Israel.

Here are the current top 10 holdings of the ETF:

Of the top 10 holdings in the ETF, six can be bought on major U.S. exchanges.

In 2024, Ackman and his wife, Neri Oxman, invested in the Tel Aviv Stock Exchange, with a 5% stake worth around $25 million. The investor could benefit if more people invest in companies headquartered in Israel, meaning his comments should be taken with some caution.

Image via Shutterstock

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

To add Benzinga News as your preferred source on Google, click here.

, /PRNewswire/ -- Check Point® Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today released its 2025 Environmental, Social, and Governance (ESG) Report: "Securing the Path Toward a Responsible Future." The fourth annual ESG report details the company's progress and vision for a secure, sustainable digital future, where cyber protection, responsible AI governance, and ethical leadership serve as the foundation for trust, resilience, and societal advancement.

"The intersection of AI and cyber security will define the next decade of digital risk," said Nadav Zafrir, CEO at Check Point. "Check Point stands at that intersection — not as a bystander, but as the organization that has spent more than thirty years building the expertise, technology, solutions, and relationships needed to lead through exactly this kind of inflection point."

Securing the AI Transformation

Check Point's 2025 ESG report underscores the company's significant global impact in cyber defense, with ThreatCloud AI delivering prevention at enterprise-grade scale:

4.6 billion cyberattacks prevented annually FedRAMP and GovRAMP Authorization achieved, enabling Check Point to serve U.S. government entities across federal, state, and local levels with prevention-first cyber security In 2025, Check Point sharpened its strategy around securing the AI transformation, advancing an AI-first approach across its products, operations, and culture. A number of strategic acquisitions expanded the Check Point portfolio, strengthening key areas across the full AI and exposure management security stack. The company also joined OpenAI's Trusted Access for Cyber program and Daybreak initiative, and integrated Check Point Workforce AI with Claude's Compliance API to provide enterprises with deeper visibility into employee AI usage.

Environmental Progress: Measuring What Matters

Check Point achieved significant environmental milestones in 2025, including:

Inaugural disclosure of Scope 3 emissions from the value chain, a notable milestone in our reporting journey 83% of electrical consumption from offices under operational control offset with renewable energy 31% reduction in Scopes 1 & 2 emissions intensity year-over-year Climate change risk and opportunity analysis performed according to the TCFD framework Expanding Social Impact

The company continued to advance its social responsibility goals, investing in its people and communities:

796,468 people trained in cyber security since 2022, representing 80% fulfillment of the goal to train one million people by 2028 11,700 visitors to the Cyber Center in 2025; 30,000 total since its opening 7,179 employees globally, with 65% in technical roles and an average of 74 hours of training per employee 49% increase in corporate donations since 2022, contributing to approximately 200 non-profit organizations worldwide Governance as a Foundation

Strong governance remains central to Check Point's ESG approach, with highlights including:

78% board director independence, with 100% independence across all board committees 100% compliance with ethics and compliance trainings Responsible AI approach extended across all aspects of the business, including governance of AI-powered products and internal AI deployments Ongoing focus on data privacy, supply chain ethics, and transparent business operations Check Point's 2025 ESG report makes clear that security, sustainability, and ethical leadership are interconnected imperatives. As AI reshapes the threat landscape and the digital economy, the organizations that integrate robust cyber security with responsible business practices will be best positioned to lead. Check Point's prevention-first mission to secure the digital world for everyone, everywhere, remains unchanged. What has changed is the scale, complexity, and urgency of what that mission demands.

Check Point's 2025 ESG report is available here. To learn more about Check Point's ESG program, visit: www.checkpoint.com/about-us/esg/

Follow Check Point on LinkedIn, X, Facebook, YouTube and our Corporate Blog

About Check Point Software Technologies Ltd. 
Check Point Software Technologies Ltd. (www.checkpoint.com) is a global cyber security leader protecting more than 100,000 organizations worldwide. Its mission is to secure enterprises' AI transformation. With a prevention-first approach and an open ecosystem architecture, Check Point helps organizations block advanced threats, prioritize exposures, and automate security operations across complex digital environments. The unified architecture simplifies protection across hybrid networks, multi-cloud environments, digital workspaces, and AI systems. Structured around four strategic pillars, Hybrid Mesh Network Security, Workspace Security, Exposure Management, and AI Security, Check Point delivers consistent protection and visibility across multivendor environments, enabling organizations to reduce risk, improve efficiency, and accelerate innovation without increasing complexity.

Legal Notice Regarding Forward-Looking Statements
This press release contains forward-looking statements. Forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this press release include, but are not limited to, statements related to our expectations regarding our products and solutions, our expectations regarding future growth, the expansion of Check Point's industry leadership, the enhancement of shareholder value and the delivery of an industry-leading cyber security platform to customers worldwide. Our expectations and beliefs regarding these matters may not materialize, and actual results or events in the future are subject to risks and uncertainties that could cause actual results or events to differ materially from those projected. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 20-F filed with the Securities and Exchange Commission on March 31, 2026. The forward-looking statements in this press release are based on information available to Check Point as of the date hereof, and Check Point disclaims any obligation to update any forward-looking statements, except as required by law.

SOURCE Check Point Software Technologies

, /PRNewswire/ -- Check Point® Software Technologies Ltd. (NASDAQ: CHKP), a leading provider of cyber security solutions globally, today announced that it will release its financial results for the second quarter ended June 30, 2026, on Thursday, July 30, 2026, before the U.S. financial markets open. Management will host a video conference call with the investment community at 8:30 AM EST/5:30 AM PST on July 30, 2026. A live video webcast of the call will be hosted on the company's website at http://www.checkpoint.com/ir.

To follow this and other Check Point news visit:

LinkedIn: https://www.linkedin.com/company/check-point-software-technologies YouTube: http://www.youtube.com/user/CPGlobal Blog: http://blog.checkpoint.com/ X (Formerly known as Twitter): http://www.twitter.com/checkpointsw About Check Point Software Technologies Ltd.  
Check Point Software Technologies Ltd. (www.checkpoint.com) is a global cyber security leader protecting more than 100,000 organizations worldwide. Its mission is to secure enterprises' AI transformation. With a prevention-first approach and an open ecosystem architecture, Check Point helps organizations block advanced threats, prioritize exposures, and automate security operations across complex digital environments. The unified architecture simplifies protection across hybrid networks, multi-cloud environments, digital workspaces, and AI systems. Structured around four strategic pillars, Hybrid Mesh Network Security, Workspace Security, Exposure Management, and AI Security, Check Point delivers consistent protection and visibility across multivendor environments, enabling organizations to reduce risk, improve efficiency, and accelerate innovation without increasing complexity.

©2026 Check Point Software Technologies Ltd. All rights reserved

SOURCE Check Point Software Technologies

On June 11, 2026, Check Point Software Technologies Ltd. (CHKP +5.87%) Director Shavit Shenhav Tal exercised options to acquire and immediately sold 25,000 Ordinary Shares, generating proceeds of approximately $3.08 million according to the SEC Form 4 filing.

Transaction summaryMetricValueShares traded (direct)25,000Transaction value~$3.08 millionPost-transaction shares (direct)4,008Post-transaction value (direct ownership)~$493KTransaction value based on SEC Form 4 weighted average purchase price ($123.07); post-transaction value based on the June 11, 2026 market value of 4,008 shares ($493,464.96).

Key questionsWhat was the structure and economic rationale for this transaction?
The transaction was an exercise-and-sell event, with 25,000 Ordinary Shares acquired via option exercise and immediately sold; this allowed Tal to monetize vested awards without increasing net equity exposure to the company.How did this sale impact Tal's direct ownership stake?
Direct Ordinary Share holdings declined by 86.18%, from 29,008 shares pre-transaction to 4,008 shares post-transaction, materially reducing Tal's remaining direct capacity for open-market sales.Was this activity conducted through a 10b5-1 plan or routine administration?
The event was administrative in nature, aligned with the vesting and exercise of options, and did not involve discretionary or open-market accumulation or disposition beyond the option exercise and immediate sale.What capacity remains for future transactions and are there additional equity awards?
Post-sale, Tal holds 4,008 Ordinary Shares directly.Company overviewMetricValueRevenue (TTM)$2.76 billionNet income (TTM)$1.06 billionPrice (as of market close 2026-06-11)$123.071-year price change-40%Company snapshotCheck Point Software provides a comprehensive suite of cybersecurity solutions, including network security gateways, endpoint protection, cloud security, IoT security, and unified management platforms.The firm generates revenue primarily through the sale of software licenses, security appliances, subscription-based services, and ongoing technical support and professional services.It targets a global customer base ranging from small and medium-sized businesses to large enterprises, data centers, telecom operators, and managed security service providers.Check Point Software Technologies Ltd. operates at scale as a leading cybersecurity provider, with a focus on multi-layered threat prevention and unified security management. The company leverages its Infinity Architecture to deliver integrated protection across networks, endpoints, cloud, and mobile environments. Its strong global presence and continuous innovation in threat prevention technologies underpin its competitive positioning in the infrastructure software segment.

What this transaction means for investorsTal’s transaction comes amid broader pressure for Check Point, and it’s a sizable amount of his available ordinary shares, but it’s hard to read too much into what could simply be a routine monetization of vested equity rather than a clear signal about Check Point Software's outlook. Because the shares were acquired through an option exercise and immediately sold, the filing appears more administrative than discretionary, even though the transaction significantly reduced his direct share ownership.

The company's fundamentals, however, remain a more important story for long-term investors. In the first quarter, Check Point reported 5% revenue growth to $668 million, with security subscription revenue climbing 11% to $323 million. Non-GAAP earnings per share increased 13% to $2.50, while adjusted free cash flow rose 11% to $457 million. CEO Nadav Zafrir said the cybersecurity landscape is undergoing a "fundamental shift" as AI fuels increasingly sophisticated threats, adding that the company's strategy is designed to capitalize on growing demand for enterprise AI security.

Management has also continued returning capital to shareholders. In May, the board authorized a $2 billion expansion of its share repurchase program after the company had already repurchased roughly 230 million shares for $17.4 billion since the program began.

Shares are down roughly 40% over the past year, a testament to the punishing stretch for many software names as of late, but investors should pay closer attention to whether Check Point can accelerate growth in higher-margin subscription and AI-driven security offerings than to a single options-related insider transaction.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Check Point Software Technologies. The Motley Fool has a disclosure policy.

On June 2, 2026, Director Yoav Chelouche of Check Point Software Technologies Ltd. (CHKP +2.40%) reported the exercise and immediate sale of 25,000 ordinary shares through an options-related transaction, as detailed in the SEC Form 4 filing.

Transaction summaryMetricValueShares sold (direct)25,000Transaction value~$3.5 millionPost-transaction shares (direct)4,008Post-transaction value (direct ownership)~$561KTransaction value based on SEC Form 4 weighted average purchase price ($140.28); post-transaction value based on June 2, 2026, market close ($140.07).

Key questionsHow does this transaction affect Yoav Chelouche’s ownership in Check Point Software Technologies Ltd?
Following the sale, direct holdings decreased from 29,008 to 4,008 shares, representing an 86.18% reduction in Chelouche’s direct ownership position.Was this a direct sale or did it involve indirect entities or trusts?
All shares involved in this transaction were held and transacted directly by Chelouche; no indirect or trust accounts participated in this event.What was the structure and context of the transaction?
This was an options-driven event in which Chelouche exercised employee stock options for 25,000 ordinary shares and sold the resulting shares immediately, providing liquidity without affecting indirect ownership channels.Does Chelouche retain a meaningful economic interest after this transaction?
Although the direct shareholding is now 4,008 shares, Chelouche maintains additional economic exposure through vested and unvested stock options, which are convertible into ordinary shares upon exercise and vesting.Company overviewMetricValuePrice (as of market close 2026-06-02)$140.28Revenue (TTM)$2.76 billionNet income (TTM)$1.06 billion1-year price change-41.83%* 1-year performance calculated using June 2nd, 2026 as the reference date.

Company snapshotOffers a comprehensive suite of cybersecurity products, including network, endpoint, data, and cloud security solutions, as well as security gateways and threat prevention technologies.Serves a global customer base ranging from small and medium-sized businesses to large enterprises, data centers, and telecommunications providers.Check Point Software Technologies Ltd. is a leading provider of IT security solutions, focusing on integrated cyber defense across networks, endpoints, and cloud environments. The company leverages its Infinity Architecture to deliver advanced threat prevention and zero-day protection, positioning itself as a key player in the evolving cybersecurity landscape.

With a scalable product portfolio and a diverse global customer base, Check Point emphasizes innovation and comprehensive coverage to address the complex security needs of organizations worldwide.

What this transaction means for investorsYoav Chelouche, Director at Check Point Software Technologies (CHKP), recently sold about 25,000 shares of Check Point stock for approximately $3.5 million. Here are some key takeaways for investors.

First, let’s review Check Point’s recent stock performance. Shares of the cybersecurity company have been up and down over the last three years. Overall, Check Point stock is virtually unchanged, recording a total return of -2% during this period and a compound annual growth rate (CAGR) of -0.6%. That’s well below what the S&P 500 has achieved over the same period, with a total return of 78% and a CAGR of 21.3%.

However, most of this underperformance has come in the last 12 months, with Check Point stock down about 44%. As a result, the stock’s valuation is now reaching multi-year lows. Its current price-to-sales (P/S) ratio is 4.9x. That’s very close to its five-year low of 4.4x, last reached only a month ago. Similarly, its current P/S ratio is well below its five-year average of 7.6x, suggesting the stock may be undervalued.

Part of the reason why the company’s stock has come under pressure is the discovery and exploitation of a vulnerability within Check Point’s software.

In summary, the company’s stock has suffered due to negative headlines. This may present an opportunity for long-term investors who see value in Check Point shares at its current level.

Jake Lerch has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Check Point Software Technologies. The Motley Fool has a disclosure policy.

As frontier AI models compress the entire attack lifecycle, Check Point and Illumio combine perimeter defense with breach containment so organizations can stop attacks at the edge, and contain them if they get through

, /PRNewswire/ -- Check Point® Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, and Illumio Inc., the breach containment company, today announced an expanded strategic partnership to help organizations defend against a new category of threat: frontier AI models capable of autonomously executing full-scale attacks at machine speed.

"Security teams are being asked to defend environments that are moving faster and that are more complex — against attackers who are using AI to do in minutes what used to take weeks," said Paul Barbosa, VP of Cloud & SASE at Check Point. "Expanding our partnership both in terms of joint product development and go-to-market with Illumio gives our customers something attackers don't want them to have: a coordinated defense that works on both sides of the perimeter. Check Point prevents threats from getting in. Illumio ensures they can't run free if they do. Together, we are working to close the gap that every attacker is looking to exploit."

Frontier AI models are changing the nature of cyber attacks. Adversaries can now compress the entire attack lifecycle — discovery, exploitation, and lateral movement — into a single, automated sequence with little or no human involvement. The window between initial access and catastrophic breach is collapsing. For security teams already stretched thin, the critical question is no longer, "can we stop the attack at the door?" It's "if something gets in, can we find it and stop it from spreading before the damage is done?"

This expanded partnership is built to answer both questions. Check Point delivers the industry's best security for the perimeter, data center, and networks — with the best real-time threat prevention against unknown attacks and the most comprehensive Zero Trust security available. Illumio addresses what happens inside the network: visibility into how workloads communicate, exposure of attack paths, and microsegmentation controls that protect critical assets and contain breaches before they cascade into disasters. Together, the two companies deliver protection and resilience as a unified capability. Customers can now procure Illumio directly through Check Point, simplifying vendor consolidation and accelerating deployment.

Building on the 2025 integration with Illumio Insights, which helped security teams connect Check Point threat intelligence with workload visibility to detect lateral movement risk, the expanded partnership now adds deep integration with Illumio Segmentation. Security teams can align Check Point firewall policy with Illumio's workload model across hybrid and multi-cloud environments, reducing unnecessary connectivity and making it significantly harder for attackers to move undetected through the network once inside.

"AI is compressing the time between intrusion and impact, fundamentally changing the math for defenders," said Andrew Rubin, CEO and founder of Illumio. "Cyber security now has two jobs: prevent what you can, and for everything else, find it fast and stop it from spreading. That's exactly why Illumio and Check Point are working together—to help organizations change that math and contain attacks before they become disasters."

The result is a more complete security architecture for the AI era. Check Point's prevention-first enforcement stops threats at key network boundaries. Illumio Insights surfaces suspicious movement and attack paths across hybrid environments. And Illumio Segmentation, now more tightly aligned with Check Point firewall policy, limits how far any threat can travel once inside. For security teams managing more systems, more connectivity, and more change than ever before, this combination means faster detection, smarter decisions, and incidents contained before they become disasters.

"IDC forecasts microsegmentation to grow at 23.5% CAGR as organizations shift from evaluation to scaled deployment, with 96% of buyers experiencing a noticeable improvement in security posture, cyber resiliency, and ransomware preparedness. However, customers today are often overburdened with disparate tools and products, and IDC research shows that 98.3% of microsegmentation buyers prefer their solution to have tight integration with SASE, firewall, or other zero trust technologies," said Pete Finalle, Research Manager at IDC. "This partnership directly addresses these concerns, as microsegmentation and the broader network security stack are integrated as a coherent platform that simplifies limiting lateral movement and enforcing zero trust at scale."

The expanded integration is available now for joint Check Point and Illumio customers. Additional details, including technical integration guidance, are available in the Check Point and Illumio white paper.

Follow Check Point on LinkedIn, X, Facebook, YouTube and our Corporate Blog

About Check Point Software Technologies Ltd. 
Check Point Software Technologies Ltd. (www.checkpoint.com) is a global cyber security leader protecting more than 100,000 organizations worldwide. Its mission is to secure enterprises' AI transformation. With a prevention-first approach and an open ecosystem architecture, Check Point helps organizations block advanced threats, prioritize exposures, and automate security operations across complex digital environments. The unified architecture simplifies protection across hybrid networks, multi-cloud environments, digital workspaces, and AI systems. Structured around four strategic pillars, Hybrid Mesh Network Security, Workspace Security, Exposure Management, and AI Security, Check Point delivers consistent protection and visibility across multivendor environments, enabling organizations to reduce risk, improve efficiency, and accelerate innovation without increasing complexity.

Legal Notice Regarding Forward-Looking Statements
This press release contains forward-looking statements. Forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this press release include, but are not limited to, statements related to our expectations regarding our products and solutions, our expectations regarding future growth, the expansion of Check Point's industry leadership, the enhancement of shareholder value and the delivery of an industry-leading cyber security platform to customers worldwide. Our expectations and beliefs regarding these matters may not materialize, and actual results or events in the future are subject to risks and uncertainties that could cause actual results or events to differ materially from those projected. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 20-F filed with the Securities and Exchange Commission on March 31, 2026. The forward-looking statements in this press release are based on information available to Check Point as of the date hereof, and Check Point disclaims any obligation to update any forward-looking statements, except as required by law.

About Illumio  
Illumio is the leader in ransomware and breach containment, redefining how organizations contain cyberattacks and enable operational resilience. Powered by an AI security graph, our breach containment platform identifies and contains threats across hybrid multi-cloud environments – stopping the spread of attacks before they become disasters.

Recognized as a Leader in the Forrester Wave™ for Microsegmentation, Illumio enables Zero Trust, strengthening cyber resilience for the infrastructure, systems, and organizations that keep the world running.

SOURCE Check Point Software Technologies

LOS ANGELES, May 10, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Check Point Software Technologies Ltd. (“Check Point” or “the Company”) (NASDAQ: CHKP) for violations of the securities laws.

The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Check Point released its Q1 2026 financial results on April 30, 2026. The Company claimed its product revenue suffered due to "go-to-market changes implemented at the beginning of the quarter." During the Company’s earnings call, executives disclosed that these changes would continue to have "a short-term impact on our business" and would also "negatively affect our 2026 revenue projections." Based on this news, shares of Check Point fell by more than 19.6% on the same day.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

CONTACT:

The Schall Law Firm 
Brian Schall, Esq. 
310-301-3335
[email protected]

www.schallfirm.com

, /PRNewswire/ -- Check Point® Software Technologies Ltd. (NASDAQ: CHKP), a leading provider of cyber security solutions globally, today announced that its board of directors has authorized a $2.0 billion expansion of the company's on-going share repurchase program.

As of March 31, 2026, Check Point had approximately 104,027,807 ordinary shares outstanding, and since the beginning of the share repurchase program, Check Point has repurchased approximately 230 million shares for a total purchase price of approximately $17.4 billion. The updated plan extends the company's existing repurchase authorization from July 2024, which was completed in the second quarter of 2026.

Under the extended repurchase authorization, shares may be repurchased from time to time in open-market transactions, in privately negotiated transactions or by other means in accordance with applicable securities laws and regulations. The actual timing, number and value of the shares repurchased will depend on market conditions, share price, trading volume and other factors. For all or a portion of the authorized repurchase amount, Check Point may enter into a plan that is compliant with Rule 10b5-1 of the U.S. Securities Exchange Act of 1934 that is designed to facilitate such purchases. The repurchase program does not require Check Point to acquire a specific number of shares and may be suspended from time to time, amended, or discontinued. The share repurchases are expected to be funded from available working capital.

About Check Point Software Technologies Ltd. 

Check Point Software Technologies Ltd. (www.checkpoint.com) is a leading AI-powered, cloud-delivered cyber security platform provider protecting over 100,000 organizations worldwide. Check Point leverages the power of AI everywhere to enhance cyber security efficiency and accuracy through its Infinity Platform, with industry-leading catch rates enabling proactive threat anticipation and smarter, faster response times. The comprehensive platform includes cloud-delivered technologies consisting of Check Point Harmony to secure the workspace, Check Point CloudGuard to secure the cloud, Check Point Quantum to secure the network, and Check Point Infinity Core Services for collaborative security operations and services.

Legal Notice Regarding Forward-Looking Statements

This press release contains forward-looking statements. Forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this press release include, but are not limited to, expectations regarding our utilization of the new expanded share repurchase program and our intention to continue to repurchase our shares. Our expectations and beliefs regarding these matters may not materialize, and actual results or events in the future are subject to risks and uncertainties that could cause actual results or events to differ materially from those projected. These risks include our ability to continue to develop platform capabilities and solutions; customer acceptance and purchase of our existing solutions and new solutions; the market for IT security continuing to develop; issues in the development and deployment of AI; competition from other products and services; appointments and departures of our executive officers; and general market, political, economic, and business conditions, including acts of terrorism or war. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 20-F filed with the Securities and Exchange Commission on March 31, 2026. The forward-looking statements in this press release are based on information available to Check Point as of the date hereof, and Check Point disclaims any obligation to update any forward-looking statements, except as required by law.

SOURCE Check Point Software Technologies

, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Check Point Software Technologies Ltd. ("Check Point" or the "Company") (NASDAQ: CHKP).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Check Point and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On April 30, 2026, Check Point reported first quarter 2026 financial results, disclosing that product revenue was impacted by "go-to-market changes implemented at the beginning of the quarter," which created near-term headwinds in its security appliance business.  During the accompanying earnings call, management further disclosed that these changes would have "a short-term impact on our business" and would "negatively affect our 2026 revenue projections." 

On this news, Check Point's stock price fell $27.49 per share, or 19.64%, to close at $112.47 per share on April 30, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes. 

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

As enterprise networks approach the limits of human-driven management, Check Point moves the industry from rules to intent, from fixed controls to dynamic prevention, and from fragmented consoles to unified orchestration

, /PRNewswire/ -- Check Point® Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader in cyber security solutions, today launched its Agentic Network Security Orchestration Platform, a purpose-built autonomous agent architecture that executes network security operations across enterprise environments, without requiring constant human intervention. The launch continues the company's mission to fundamentally transform the way enterprise network security is managed, an approach that has remained largely unchanged since the early days of the firewall era.

Enterprise networks have grown beyond human capacity to manage. Hybrid cloud adoption, M&A-driven fragmentation, the explosion of connected devices, and the rapid proliferation of AI agents across infrastructure have created environments that no human team was designed to secure at this scale. A single change request can take two to four weeks to work through analysis, security review, and policy dependencies - only to break something else and restart the cycle. Segmentation projects sit on the board for years and never ship. Policies drift because workloads move faster than any team can follow. The result is predictable: Zero Trust projects stall, policy tightening never completes, and organisations are left exposed. Check Point's platform addresses this by beginning a transformation across three dimensions that have defined and constrained network security management for decades: moving from thousands of static rules to intent-based policy, from fixed threat prevention profiles to dynamic exposure-based controls, and from fragmented vendor consoles to a single orchestration layer across the entire network. Security teams set the business intent. The agents handle everything below it.

"For the first time, security teams can operate entirely at the level of business intent," said Jonathan Zanger, Chief Technology Officer at Check Point Software Technologies. "With Agentic Network Security Orchestration, teams define what needs to be protected and what the policy should achieve. Everything below that, the rule creation, the policy tightening, the virtual patching, is handed to AI agents to execute autonomously, within predefined guardrails and under continuous human oversight. We are turning projects that used to take months into days of auditable action."

"Enterprise network security has reached an inflection point. Layering agentic AI on top of modern hybrid environments creates complexity that outpaces the capabilities of what human teams can manage manually. The consequence is that critical security initiatives like Zero Trust and micro-segmentation languish in administrative density and stall before they deliver value. Agentic approaches like Check Point's ground autonomous execution in a live understanding of the actual network environment, representing a meaningful architectural shift in how organizations' can structurally close that gap." Frank Dickson, Group Vice President, Security and Trust, IDC.

At the center of the platform is a proprietary Network Knowledge Graph, a live, relational model of the customer's actual environment, continuously updated with topology, traffic flows, asset dependencies, and real-time configuration data. This is what separates Check Point's agents from generic AI applied to security problems. Rather than reasoning over static training data, agents reason over the customer's actual network as it exists right now, grounding every decision in the customer's specific reality.

The platform's semantic intelligence layer goes further, interpreting not just the syntax of existing firewall policies but the business intent behind them, including rules created years or decades ago. Once that intent is understood, agents act on it autonomously across four core capabilities:

Intent-to-Policy translates natural language business requirements into hardened, risk-validated firewall rules across multi-vendor environments. Zero Trust and Policy Tightening continuously analyses active traffic to identify shadow access and over-permissive configurations, autonomously applying validated tightening recommendations without risking connectivity breaks. Autonomous Troubleshooting conducts multi-step reasoning across topology, policy history, and logs to diagnose failures autonomously, reducing mean time to resolution from hours to minutes. Continuous Compliance maps every rule and configuration change to DORA, PCI-DSS, and NIST in real time, replacing annual audit fire drills with continuous automated enforcement. Security teams retain authority at the intent level, approving high-impact changes before execution, with full visibility into every agent's action through a complete execution trace. Underlying the platform are agent skills fine-tuned on more than 30 years of operational expertise protecting over 100,000 organisations, spanning the edge cases and configuration complexity that generic models have never encountered.

Accelerating the Roadmap: The Acquisition of Deepchecks's Team and Intellectual Property 

As part of the commitment to deliver on the Agentic Network Security Orchestration roadmap, Check Point has signed a definitive agreement to acquire the team and intellectual property of Deepchecks, a production-grade platform that unifies evaluation, observability, testing, and monitoring, giving teams the visibility and control needed to trust agents in production. The team is comprised of LLM experts, graduates of the prestigious Talpiot technological excellence program. Deepchecks' talent and intellectual property will significantly accelerate the execution of the Agentic Network Security Orchestration roadmap.

"Any multi-agent system must include a robust evaluation layer that enables continuous measurement, tuning, and improvement over time," explained Ofir Korzenyak, VP AI Technologies. "Deepchecks' team brings cutting-edge capabilities precisely in this area, strengthening our ability to deliver agents that continuously improve and can be fine-tuned to customers' specific needs."

Availability
Check Point's Agentic Security Management capabilities are available today - Policy Auditor prevents policy drift, Policy Insights drives zero-trust tightening, and AI Assist accelerates daily admin tasks. Playblocks Agents is available through our Early Availability program, with a broader customer preview introducing more agents, skills, and multi-vendor support launching in H2 2026. For more information and to request access, visit.

Follow Check Point on LinkedIn, X (formerly Twitter), Facebook, YouTube and our blog.

About Check Point Software Technologies Ltd.
Check Point Software Technologies Ltd. (www.checkpoint.com) is a global cyber security leader protecting more than 100,000 organizations worldwide. Its mission is to secure enterprises' AI transformation. With a prevention-first approach and an open ecosystem architecture, Check Point helps organizations block advanced threats, prioritize exposures, and automate security operations across complex digital environments. The unified architecture simplifies protection across hybrid networks, multi-cloud environments, digital workspaces, and AI systems. Structured around four strategic pillars, Hybrid Mesh Network Security, Workspace Security, Exposure Management, and AI Security, Check Point delivers consistent protection and visibility across multivendor environments, enabling organizations to reduce risk, improve efficiency, and accelerate innovation without increasing complexity.

Legal Notice Regarding Forward-Looking Statements

This press release contains forward-looking statements. Forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this press release include, but are not limited to, statements related to our expectations regarding our products and solutions, our expectations regarding future growth, the expansion of Check Point's industry leadership, the enhancement of shareholder value and the delivery of an industry-leading cyber security platform to customers worldwide. Our expectations and beliefs regarding these matters may not materialize, and actual results or events in the future are subject to risks and uncertainties that could cause actual results or events to differ materially from those projected. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 20-F filed with the Securities and Exchange Commission on March 31, 2026. The forward-looking statements in this press release are based on information available to Check Point as of the date hereof, and Check Point disclaims any obligation to update any forward-looking statements, except as required by law.

SOURCE Check Point Software Technologies

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz continues its investigation of Check Point Software Technologies Ltd. (“Check Point” or the “Company”) (NASDAQ: CHKP) on behalf of investors concerning the Company’s possible violations of federal securities laws.

IF YOU ARE AN INVESTOR WHO LOST MONEY ON CHECK POINT SOFTWARE TECHNOLOGIES LTD. (CHKP), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS.

What Is The Investigation About?

On April 30, 2026, Check Point Software Technologies Ltd. reported first quarter 2026 financial results, disclosing that product revenue was impacted by “go-to-market changes implemented at the beginning of the quarter,” which created near-term headwinds in its security appliance business. During the accompanying earnings call, management further disclosed that these changes would have “a short-term impact on our business” and would “negatively affect our 2026 revenue projections.”

On this news, Check Point’s stock price fell $27.49 per share, or 19.64%, to close at $112.47 on April 30, 2026, thereby injuring investors.

Contact Us To Participate or Learn More:

If you purchased Check Point securities, have information or would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:

The Law Offices of Frank R. Cruz
2121 Avenue of the Stars, Suite 800
Century City, California 90067
Call us at: 310-914-5007
Email us at: [email protected]
Visit our website at: www.frankcruzlaw.com.
Follow us for updates on Twitter at twitter.com/FRC_LAW.

If you inquire by email, please include your mailing address, telephone number, and number of shares purchased.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

More News From The Law Offices of Frank R. Cruz