CHKP

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.

REDWOOD CITY, Calif., Sept. 2, 2026 /PRNewswire/ -- Check Point® Software Technologies Ltd.

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.