Check Point Software Technologies (NASDAQ:CHKP) Updates 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 earnings per share guidance of 10.050-10.850 for the period, compared to the consensus earnings per share estimate of 10.060. The company issued revenue guidance of $2.8 billion-$2.9 billion, compared to the consensus revenue estimate of $2.9 billion. Check Point Software Technologies also updated its Q2 2026 guidance to 2.400-2.500 EPS.

Wall Street Analyst Weigh In

Several brokerages recently weighed in on CHKP. Susquehanna lowered their price objective on Check Point Software Technologies from $255.00 to $140.00 and set a “positive” rating for the company in a research report on Friday. Stephens reiterated an “overweight” rating and issued a $145.00 price objective on shares of Check Point Software Technologies in a research report on Thursday. Jefferies Financial Group reiterated a “buy” rating and issued a $160.00 price objective on shares of Check Point Software Technologies in a research report on Friday. Stifel Nicolaus set a $120.00 price objective on Check Point Software Technologies in a research report on Friday. Finally, UBS Group lowered their price objective on Check Point Software Technologies from $170.00 to $130.00 and set a “neutral” rating for the company in a research report on Friday. Eight investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $155.71.

Check Point Software Technologies Trading Up 1.8%

Shares of CHKP traded up $2.04 during midday trading on Friday, hitting $114.51. 3,186,877 shares of the stock were exchanged, compared to its average volume of 1,384,735. Check Point Software Technologies has a 52-week low of $112.23 and a 52-week high of $233.78. The stock has a fifty day simple moving average of $146.93 and a 200 day simple moving average of $173.36. The firm has a market cap of $12.09 billion, a P/E ratio of 11.88, a P/E/G ratio of 3.09 and a beta of 0.65. The company has a debt-to-equity ratio of 0.68, a quick ratio of 2.05 and a current ratio of 2.05.

Check Point Software Technologies (NASDAQ:CHKP) last released its quarterly earnings results on Thursday, April 30th. The technology company reported $2.50 EPS for the quarter, topping the consensus estimate of $2.42 by $0.08. Check Point Software Technologies had a return on equity of 38.98% and a net margin of 38.78%.The business had revenue of $668.40 million during the quarter, compared to analyst estimates of $672.71 million. During the same period last year, the business posted $2.21 earnings per share. The company’s quarterly revenue was up 4.8% on a year-over-year basis. Check Point Software Technologies has set its FY 2026 guidance at 10.050-10.850 EPS and its Q2 2026 guidance at 2.400-2.500 EPS. On average, research analysts anticipate that Check Point Software Technologies will post 8.58 EPS for the current fiscal year.

Trending Headlines about Check Point Software Technologies

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

• Positive Sentiment: Q1 earnings beat — CHKP reported $2.50 EPS vs. $2.42 consensus and strong margins, showing profitability strength despite softer top?line metrics. Q1 earnings transcript
• Positive Sentiment: Product/government win — Check Point’s Infinity platform achieved GovRAMP authorization, which can help expand federal/state contracts over time. GovRAMP announcement
• Neutral Sentiment: Mixed quarter — revenue ($668.4M) slightly missed Street estimates even as subscription growth remained healthy; billings also disappointed, which clouds durability of top?line momentum. Key metrics analysis
• Negative Sentiment: Weaker guidance — CHKP trimmed Q2 revenue and narrowed FY outlook (FY revenue range below consensus), a primary catalyst for the recent negative reaction as investors re?price growth expectations. Reuters: guidance and results
• Negative Sentiment: Law?firm investigations — multiple firms (Block & Leviton, Law Offices of Frank R. Cruz and others) have announced securities?fraud probes into Check Point’s disclosures, increasing legal/ reputational risk and adding selling pressure. Block & Leviton alert Frank R. Cruz notice
• Negative Sentiment: Analyst downgrades & price?target cuts — several firms trimmed targets (Wells Fargo, RBC, JPMorgan, Piper Sandler) or reduced ratings; while some remain constructive, the clustered cuts pressure the stock near term. Piper Sandler coverage
• Negative Sentiment: Options flow turned bearish — a notable increase in put purchases suggests traders hedging or speculating on further weakness. (Market data entry)

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of CHKP. AQR Capital Management LLC purchased a new position in shares of Check Point Software Technologies during the first quarter worth $262,000. EverSource Wealth Advisors LLC raised 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 acquiring an additional 117 shares in the last quarter. Squarepoint Ops LLC raised 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 acquiring an additional 4,577 shares in the last quarter. The Manufacturers Life Insurance Company raised its stake in shares of Check Point Software Technologies by 6.5% in the second quarter. The Manufacturers Life Insurance Company now owns 36,240 shares of the technology company’s stock valued at $8,018,000 after acquiring an additional 2,198 shares in the last quarter. Finally, Diversify Advisory Services LLC raised its stake in shares of Check Point Software Technologies by 17.3% in the second quarter. Diversify Advisory Services LLC now owns 2,153 shares of the technology company’s stock valued at $476,000 after acquiring an additional 317 shares in the last quarter. 98.51% of the stock is currently owned by hedge funds and other institutional investors.

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).