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

Check Point Software Technologies (NASDAQ:CHKP) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided 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.

Analysts Set New Price Targets

Several analysts recently weighed in on the company. TD Cowen restated a “buy” rating on shares of Check Point Software Technologies in a research report on Thursday, July 30th. Stifel Nicolaus set a $148.00 target price on shares of Check Point Software Technologies in a report on Monday. Robert W. Baird dropped their target price on shares of Check Point Software Technologies from $175.00 to $170.00 and set an “outperform” rating on the stock in a research report on Tuesday. Jefferies Financial Group upped their price target on Check Point Software Technologies from $150.00 to $185.00 and gave the company a “buy” rating in a research report on Tuesday, October 27th. Finally, Cantor Fitzgerald restated a “neutral” rating and set a $150.00 price target on shares of Check Point Software Technologies in a research note on Tuesday. Ten research analysts have rated the stock with a Buy rating and nineteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Check Point Software Technologies presently has an average rating of “Hold” and an average price target of $149.96.

Check Point Software Technologies Trading Down 7.0%

Shares of CHKP opened at $141.50 on Tuesday. The company has a quick ratio of 1.67, a current ratio of 1.67 and a debt-to-equity ratio of 0.72. The firm has a fifty day simple moving average of $137.60 and a two-hundred day simple moving average of $141.52. The stock has a market capitalization of $14.45 billion, a P/E ratio of 14.48, a PEG ratio of 4.44 and a beta of 0.48. Check Point Software Technologies has a twelve month low of $112.23 and a twelve month high of $206.43.

Check Point Software Technologies (NASDAQ:CHKP) last announced its quarterly earnings results on Monday, November 2nd. The technology company reported $2.49 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.48 by $0.01. The company had revenue of $669.80 million for the quarter, compared to the consensus estimate of $672.06 million. Check Point Software Technologies had a return on equity of 38.80% and a net margin of 37.93%. Check Point Software Technologies’s revenue was down 1.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.94 EPS. On average, research analysts anticipate that Check Point Software Technologies will post 8.45 EPS for the current year.

Insider Buying and Selling at Check Point Software Technologies

In other news, insider Nataly Kremer sold 3,185 shares of the stock in a transaction that occurred 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 completion of the transaction, the insider owned 19,347 shares of the company’s stock, valued at approximately $2,903,597.76. This represents a 14.14% 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. Company insiders own 29.00% of the company’s stock.

Key Check Point Software Technologies News

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.