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 Tuesday. The company provided earnings per share (EPS) guidance of 10.250-10.370 for the period, compared to the consensus estimate of 10.040. The company issued revenue guidance of $2.7 billion-$2.8 billion, compared to the consensus revenue estimate of $2.8 billion. Check Point Software Technologies also updated its Q4 2026 guidance to 2.710-2.830 EPS.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the stock. Weiss Ratings raised shares of Check Point Software Technologies from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday, October 23rd. Barclays lowered their price target on Check Point Software Technologies from $145.00 to $140.00 and set an “equal weight” rating on the stock in a report on Friday, July 31st. UBS Group restated a “neutral” rating and set a $145.00 price objective on shares of Check Point Software Technologies in a research report on Thursday, October 15th. JPMorgan Chase & Co. cut shares of Check Point Software Technologies from an “overweight” rating to a “neutral” rating and set a $135.00 price target on the stock. in a research report on Monday, July 27th. Finally, Roth Capital set a $105.00 price objective on Check Point Software Technologies in a research report on Friday, July 31st. Ten equities research analysts have rated the stock with a Buy rating and nineteen have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $149.96.

Check Point Software Technologies Price Performance

NASDAQ CHKP opened at $141.50 on Tuesday. The firm’s 50 day moving average price is $137.60 and its 200-day moving average price is $141.52. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.67 and a current ratio of 1.67. Check Point Software Technologies has a 52-week low of $112.23 and a 52-week high of $206.43. The company has a market cap of $14.45 billion, a PE ratio of 14.48, a P/E/G ratio of 4.44 and a beta of 0.48.

Check Point Software Technologies (NASDAQ:CHKP) last released its quarterly earnings results on Monday, November 2nd. The technology company reported $2.49 EPS for the quarter, beating analysts’ consensus estimates of $2.48 by $0.01. The company had revenue of $669.80 million during the quarter, compared to analysts’ expectations of $672.06 million. Check Point Software Technologies had a return on equity of 38.80% and a net margin of 37.93%. The firm’s revenue was down 1.1% compared to the same quarter last year. During the same period last year, the business posted $3.94 earnings per share. Sell-side analysts forecast that Check Point Software Technologies will post 8.45 EPS for the current fiscal year.

Insider Buying and Selling at Check Point Software Technologies

In other Check Point Software Technologies news, insider Nataly Kremer sold 3,185 shares of the firm’s stock in a transaction on Thursday, October 22nd. The stock was sold at an average price of $150.08, for a total value of $478,004.80. Following the transaction, the insider owned 19,347 shares in the company, valued at approximately $2,903,597.76. This trade represents a 14.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 29.00% of the stock is currently owned by company insiders.

Check Point Software Technologies News Summary

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

• Positive Sentiment: Third-quarter adjusted EPS was $2.49, narrowly above the $2.48 analyst consensus. Full-year 2026 EPS guidance of $10.25-$10.37 is also above the $10.04 consensus, supporting expectations for solid profitability. Check Point Software third-quarter earnings results
• Positive Sentiment: Management described the current period as a potential trough and expects a gradual recovery, although the timing remains uncertain. The company continues to report strong profitability, including a 37.93% net margin and 38.80% return on equity.
• Neutral Sentiment: Full-year 2026 revenue guidance of $2.7 billion-$2.8 billion is broadly aligned with the $2.8 billion consensus, but the range leaves limited room for upside. Check Point Software reports third-quarter financial results
• Negative Sentiment: Third-quarter revenue was $669.8 million, below the $672.1 million consensus and down 1.1% year over year. Earnings declined sharply from $3.94 per share in the prior-year quarter, reinforcing concerns about slowing growth. Check Point reports in-line third-quarter EPS
• Negative Sentiment: Fourth-quarter revenue guidance of $720 million-$770 million is well below the $787.3 million consensus, while the EPS range of $2.71-$2.83 brackets but centers below the $2.81 estimate. This implies near-term pressure on sales and likely delayed recovery. Check Point shares fall after revenue miss
• Negative Sentiment: Products and licenses revenue fell 19%, a potentially significant issue because weaker new sales can reduce future maintenance revenue. A $25 million research-and-development credit also lifted operating margin to 26%; excluding the credit, margin would have been about 23%.

About Check Point Software Technologies

Check Point Software Technologies Ltd. is a cybersecurity company that develops products and services designed to protect organizations, governments and consumers from cyber threats. Its offerings help secure networks, cloud environments, endpoints, mobile devices, data and remote access, with capabilities including threat prevention, firewall protection, intrusion prevention, email security and security management.

The company organizes its portfolio under platforms that include Quantum for network security, CloudGuard for cloud security and Harmony for user, endpoint and remote-access protection.