4,549 Shares in Check Point Software Technologies Ltd. $CHKP Purchased by Gateway Wealth Partners LLC

Gateway Wealth Partners LLC purchased a new stake in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,549 shares of the technology company’s stock, valued at approximately $650,000.

A number of other hedge funds have also recently bought and sold shares of CHKP. AQR Capital Management LLC acquired a new stake in shares of Check Point Software Technologies in the 1st quarter valued at approximately $262,000. EverSource Wealth Advisors LLC grew its stake in shares of Check Point Software Technologies by 24.3% in the second quarter. EverSource Wealth Advisors LLC now owns 598 shares of the technology company’s stock valued at $132,000 after buying an additional 117 shares in the last quarter. Squarepoint Ops LLC grew its stake in shares of Check Point Software Technologies by 20.9% in the second quarter. Squarepoint Ops LLC now owns 26,464 shares of the technology company’s stock valued at $5,855,000 after buying an additional 4,577 shares in the last quarter. The Manufacturers Life Insurance Company increased its holdings in Check Point Software Technologies by 6.5% during the second quarter. The Manufacturers Life Insurance Company now owns 36,240 shares of the technology company’s stock worth $8,018,000 after buying an additional 2,198 shares during the last quarter. Finally, Diversify Advisory Services LLC increased its holdings in Check Point Software Technologies by 17.3% during the second quarter. Diversify Advisory Services LLC now owns 2,153 shares of the technology company’s stock worth $476,000 after buying an additional 317 shares during the last quarter. 98.51% of the stock is currently owned by institutional investors.

Key Check Point Software Technologies News

Here are the key news stories impacting Check Point Software Technologies this week:

• Positive Sentiment: Q2 earnings surpassed expectations: Check Point reported adjusted earnings of $2.55 per share, above the $2.45 consensus estimate and up from $2.37 a year earlier. Revenue increased 1.3% year over year. Check Point Software Q2 Earnings Surpass Estimates
• Positive Sentiment: Full-year earnings outlook was slightly raised relative to expectations: FY 2026 EPS guidance of $10.05-$10.85 brackets the $10.03 consensus estimate, while revenue guidance of $2.8 billion-$2.9 billion is broadly in line with forecasts.
• Positive Sentiment: New AI security offering: The company introduced an AI Network Firewall designed to give organizations visibility and control over employee, application, and agent use of AI through existing firewall infrastructure. The product could strengthen Check Point’s competitive position in the expanding AI cybersecurity market. Check Point AI Network Firewall Announcement
• Neutral Sentiment: Strong profitability remains a support: Check Point reported a 38.37% net margin and 38.79% return on equity, but the modest revenue growth rate indicates a mature growth profile.
• Negative Sentiment: Q3 revenue guidance missed expectations: The company forecast revenue of $655 million-$685 million, below the $696.5 million consensus estimate. Q3 EPS guidance of $2.43-$2.53 was centered near the $2.49 consensus, making the revenue shortfall the primary concern.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. Stifel Nicolaus set a $120.00 price target on shares of Check Point Software Technologies in a research note on Friday, May 1st. Weiss Ratings restated a “sell (d+)” rating on shares of Check Point Software Technologies in a research note on Friday, July 24th. Wells Fargo & Company upped their target price on shares of Check Point Software Technologies from $120.00 to $140.00 and gave the company an “equal weight” rating in a report on Monday, July 20th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $160.00 target price on shares of Check Point Software Technologies in a report on Friday, May 1st. Finally, Mizuho set a $135.00 target price on shares of Check Point Software Technologies in a research note on Friday, May 1st. Nine analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $151.81.

Insider Transactions at Check Point Software Technologies

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

Check Point Software Technologies Trading Down 8.2%

Shares of NASDAQ:CHKP opened at $128.23 on Friday. Check Point Software Technologies Ltd. has a 12-month low of $112.23 and a 12-month high of $210.66. The stock has a market cap of $13.09 billion, a PE ratio of 13.17, a P/E/G ratio of 4.13 and a beta of 0.49. The business has a 50 day moving average of $131.24 and a 200-day moving average of $145.36. 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 (NASDAQ:CHKP) last posted its 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 company had revenue of $673.60 million for the quarter, compared to the consensus estimate of $675.45 million. Check Point Software Technologies had a return on equity of 38.79% and a net margin of 38.37%.The firm’s revenue for the quarter was up 1.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.37 earnings per share. 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. As a group, equities research analysts forecast that Check Point Software Technologies Ltd. will post 8.44 earnings per share for the current year.

About Check Point Software Technologies

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).