US · Technology · Software - Infrastructure
EPS came in at 2.05 against a street estimate of 1.95 — a beat of 5.1%.
Analysts rate Check Point Software Technologies Ltd a buy (13 buy, 25 hold, 0 sell out of 38) with an average price target of $145.83.
MIXED Q2 flat revenue masked 12% subscription growth. Firewall appliance demand weak; management confident Q3 is trough, Q4 rebounds. Hiring 300 salespeople for 2027 growth, not 2026. Q2 2026 Geographic mix stable; no material shifts reported. Analysts pressed on aggressive Q4 guidance requiring record revenue, softness in firewall vs. peers, and whether sales hiring impacts 2026. Management emphasized internal execution recovery, strong qualified pipeline, and deferred benefit of hiring to 2027. 2026-07-30…
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| Fund | Stake |
|---|---|
| Massachusetts Financial Services Company | 8.39% |
| BlackRock Inc | 6.94% |
| Acadian Asset Management LLC | 3.48% |
| Ninety One UK Limited | 2.50% |
| First Trust Advisors L.P. | 2.50% |
| DnB NOR Asset Management (Asia) | 1.97% |
| Ameriprise Financial Inc | 1.87% |
| Deutsche Bank AG | 1.74% |
| Document | Date |
|---|---|
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Check Point Software announced the appointment of Yoram Tietz to its Board of Directors on September 14, 2026. • Check Point prot | 2026-09-14 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Check Point Software Technologies held its Annual General Meeting on September 2, 2026. • 81.2 million ordinary shares were prese | 2026-09-02 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Q2 2026 revenue was $673.6 million, up 1% year over year from $665.2 million. • Security subscriptions revenue was $332.6 million | 2026-07-30 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • The document is Check Point Software Technologies’ proxy statement for its Annual General Meeting on September 2, 2026, at 5:00 P. | 2026-07-22 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • Check Point Software Technologies filed its Form 20-F for the fiscal year ended December 31, 2025. • The company had 105,596,035 | 2026-03-31 |
| Annual report FY2024 (20-F) | 2025-03-17 |
| Annual report FY2023 (20-F) | 2024-04-02 |
| Annual report FY2022 (20-F) | 2023-04-27 |
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