Check Point Software Technologies (NASDAQ:CHKP) Releases FY 2026 Earnings Guidance

Check Point Software Technologies (NASDAQ:CHKP) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 10.050-10.850 for the period, compared to the consensus earnings per share estimate of 10.030. The company issued revenue guidance of $2.8 billion-$2.9 billion, compared to the consensus revenue estimate of $2.8 billion. Check Point Software Technologies also updated its Q3 2026 guidance to 2.430-2.530 EPS.

Check Point Software Technologies Price Performance

Shares of CHKP stock traded down $16.46 on Thursday, reaching $123.20. The company had a trading volume of 706,574 shares, compared to its average volume of 1,419,728. The stock has a market capitalization of $12.58 billion, a PE ratio of 12.59, a price-to-earnings-growth ratio of 4.07 and a beta of 0.49. The company has a quick ratio of 1.85, a current ratio of 1.85 and a debt-to-equity ratio of 0.70. Check Point Software Technologies has a one year low of $112.23 and a one year high of $210.66. The business’s 50-day moving average is $131.31 and its 200 day moving average is $145.81.

Check Point Software Technologies (NASDAQ:CHKP) last announced its earnings results on Thursday, July 30th. The technology company reported $2.55 EPS for the quarter, topping the consensus estimate of $2.45 by $0.10. Check Point Software Technologies had a return on equity of 38.79% and a net margin of 38.37%.During the same quarter in the prior year, the firm posted $2.37 EPS. Check Point Software Technologies’s revenue for the quarter was up 1.3% compared to the same quarter last year. 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. Equities research analysts forecast that Check Point Software Technologies will post 8.44 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on CHKP. The Goldman Sachs Group set a $168.00 price target on shares of Check Point Software Technologies in a research report on Friday, May 1st. UBS Group cut their price target on shares of Check Point Software Technologies from $170.00 to $130.00 and set a “neutral” rating on the stock in a research report on Friday, May 1st. Compass Point set a $135.00 price objective on Check Point Software Technologies in a research report on Monday. Guggenheim raised Check Point Software Technologies from a “neutral” rating to a “buy” rating and set a $188.00 target price for the company in a research note on Wednesday, July 1st. Finally, BMO Capital Markets dropped their price target on Check Point Software Technologies from $210.00 to $135.00 and set an “outperform” rating on the stock in a research note on Monday, May 4th. Nine investment analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Check Point Software Technologies has a consensus rating of “Hold” and a consensus target price of $151.81.

Insiders Place Their Bets

In other Check Point Software Technologies news, Director Yoav Chelouche sold 25,000 shares of the firm’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $140.28, for a total transaction of $3,507,000.00. Following the transaction, the director directly owned 4,008 shares in the company, valued at approximately $562,242.24. This trade represents a 86.18% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 29.00% of the company’s stock.

Hedge Funds Weigh In On Check Point Software Technologies

Several hedge funds have recently modified their holdings of CHKP. Measured Wealth Private Client Group LLC bought a new position in shares of Check Point Software Technologies in the third quarter valued at approximately $27,000. Ossiam boosted its position in Check Point Software Technologies by 139.1% in the third quarter. Ossiam now owns 165 shares of the technology company’s stock worth $34,000 after purchasing an additional 96 shares during the last quarter. Sunbelt Securities Inc. bought a new position in Check Point Software Technologies in the 3rd quarter valued at $38,000. Horizon Investments LLC grew its stake in Check Point Software Technologies by 28.9% in the 3rd quarter. Horizon Investments LLC now owns 241 shares of the technology company’s stock valued at $50,000 after purchasing an additional 54 shares during the period. Finally, GW&K Investment Management LLC increased its position in shares of Check Point Software Technologies by 67.9% during the 4th quarter. GW&K Investment Management LLC now owns 282 shares of the technology company’s stock valued at $52,000 after purchasing an additional 114 shares during the last quarter. Institutional investors own 98.51% of the company’s stock.

Check Point Software Technologies Company Profile

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).