CHKP

Check Point Software Technologies Ltd. (CHKP) is upgraded to Buy as subscription growth accelerates to 12% y/y, reversing prior recurring-revenue softness. CHKP's new AI Network Firewall and Verity products are expected to sustain subscription momentum and drive future recurring revenue growth. Product revenue declined 14% y/y, but easier H2 comps and go-to-market restructuring are positioned to support a recovery in the second half.

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.

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   REDWOOD CITY, Calif., Aug. 3, 2026 /PRNewswire/ -- Check Point® Software Technologies Ltd.

CHKP tops Q2 earnings estimates as subscription revenues rise and AI security demand expands, even as product sales and cash flow face pressure.

Check Point Software Technologies NASDAQ: CHKP said its second-quarter results met expectations as subscription revenue growth offset weaker demand for firewall appliances, while management maintained its full-year 2026 outlook and pointed to a stronger fourth-quarter pipeline.

The headline numbers for Check Point (CHKP) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Check Point Software (CHKP) 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.

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

With the new AI Network Firewall, Check Point is the first to deliver AI security from the physical firewall organizations already run — extending the AI Defense Plane across their network providing security teams visibility and control over AI use by employees, applications, and agents, with no new infrastructure REDWOOD CITY, Calif., July 30, 2026 /PRNewswire/ -- Check Point® Software Technologies Ltd.

IBM stock suffered its worst one-day decline on record after the technology group admitted that customers were moving money away from its products and towards urgently needed data-centre infrastructure. The stock plunged 25.2% to $217.07 on Tuesday, leaving it just above its 52-week low, after preliminary second-quarter revenue and profit missed Wall Street forecasts.