Check Point Software Technologies (NASDAQ:CHKP) Issues Q2 2026 Earnings Guidance

Check Point Software Technologies (NASDAQ:CHKP) updated its second quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 2.400-2.500 for the period, compared to the consensus EPS estimate of 2.450. The company issued revenue guidance of $660.0 million-$690.0 million, compared to the consensus revenue estimate of $705.6 million. Check Point Software Technologies also updated its FY 2026 guidance to 10.050-10.850 EPS.

Check Point Software Technologies Stock Up 1.8%

CHKP stock traded up $2.04 during mid-day trading on Friday, reaching $114.51. 3,186,877 shares of the company traded hands, compared to its average volume of 1,384,735. The stock has a market cap of $12.09 billion, a price-to-earnings ratio of 11.88, a P/E/G ratio of 3.09 and a beta of 0.65. Check Point Software Technologies has a fifty-two week low of $112.23 and a fifty-two week high of $233.78. The firm’s 50 day moving average price is $146.93 and its 200 day moving average price is $173.36. The company has a quick ratio of 2.05, a current ratio of 2.05 and a debt-to-equity ratio of 0.68.

Check Point Software Technologies (NASDAQ:CHKP) last issued its quarterly earnings data on Thursday, April 30th. The technology company reported $2.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.42 by $0.08. The business had revenue of $668.40 million during the quarter, compared to the consensus estimate of $672.71 million. Check Point Software Technologies had a net margin of 38.78% and a return on equity of 38.98%. The firm’s quarterly revenue was up 4.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.21 EPS. 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. As a group, equities research analysts predict that Check Point Software Technologies will post 8.58 EPS for the current fiscal year.

Analyst Ratings Changes

CHKP has been the subject of several research reports. Citigroup downgraded shares of Check Point Software Technologies from a “neutral” rating to a “negative” rating in a report on Tuesday, April 14th. Roth Mkm set a $160.00 price target on shares of Check Point Software Technologies in a research report on Friday. Truist Financial set a $150.00 price objective on shares of Check Point Software Technologies in a report on Thursday. Evercore set a $185.00 price objective on shares of Check Point Software Technologies in a research note on Friday, February 13th. Finally, KeyCorp raised shares of Check Point Software Technologies to a “hold” rating in a report on Monday, January 12th. Eight equities research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, Check Point Software Technologies presently has a consensus rating of “Hold” and an average target price of $155.71.

Check Point Software Technologies News Roundup

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 Trading of Check Point Software Technologies

Hedge funds and other institutional investors have recently bought and sold shares of the company. Measured Wealth Private Client Group LLC purchased a new stake in Check Point Software Technologies during the third quarter valued at about $27,000. Ossiam lifted its stake in shares of Check Point Software Technologies by 139.1% in the 3rd quarter. Ossiam now owns 165 shares of the technology company’s stock valued at $34,000 after acquiring an additional 96 shares during the last quarter. Sunbelt Securities Inc. purchased a new stake in Check Point Software Technologies during the 3rd quarter valued at about $38,000. Horizon Investments LLC boosted its holdings in Check Point Software Technologies by 28.9% during the 3rd quarter. Horizon Investments LLC now owns 241 shares of the technology company’s stock valued at $50,000 after acquiring an additional 54 shares during the period. Finally, GW&K Investment Management LLC grew its position in 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 worth $52,000 after acquiring an additional 114 shares during the last quarter. Hedge funds and other 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).