Check Point Software Technologies (NASDAQ:CHKP) Issues Q4 2026 Earnings Guidance

Check Point Software Technologies (NASDAQ:CHKP) updated its fourth quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 2.710-2.830 for the period, compared to the consensus estimate of 2.810. The company issued revenue guidance of $720.0 million-$770.0 million, compared to the consensus revenue estimate of $787.3 million. Check Point Software Technologies also updated its FY 2026 guidance to 10.250-10.370 EPS.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the company. Roth Capital set a $105.00 target price on Check Point Software Technologies in a research note on Friday, July 31st. Citigroup lifted their target price on Check Point Software Technologies from $125.00 to $130.00 and gave the company a “neutral” rating in a research note on Monday, August 3rd. Raymond James Financial cut shares of Check Point Software Technologies from an “outperform” rating to a “market perform” rating in a report on Wednesday, July 15th. Mizuho boosted their price target on shares of Check Point Software Technologies from $135.00 to $145.00 and gave the stock a “neutral” rating in a research report on Thursday, October 15th. Finally, Weiss Ratings raised shares of Check Point Software Technologies from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, October 23rd. Ten research analysts have rated the stock with a Buy rating and nineteen have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $150.50.

Check Point Software Technologies Stock Down 0.9%

CHKP stock traded down $1.33 during midday trading on Tuesday, reaching $140.16. The company had a trading volume of 207,802 shares, compared to its average volume of 1,348,195. Check Point Software Technologies has a 1 year low of $112.23 and a 1 year high of $206.43. The company has a current ratio of 1.67, a quick ratio of 1.67 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $14.31 billion, a P/E ratio of 14.35, a PEG ratio of 4.44 and a beta of 0.48. The company has a 50 day moving average of $137.60 and a two-hundred day moving average of $141.52.

Check Point Software Technologies (NASDAQ:CHKP) last issued its 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. Check Point Software Technologies had a net margin of 37.93% and a return on equity of 38.80%. The company had revenue of $669.80 million during the quarter, compared to analyst estimates of $672.06 million. During the same quarter last year, the business posted $3.94 EPS. The company’s revenue for the quarter was down 1.1% on a year-over-year basis. On average, equities research analysts expect that Check Point Software Technologies will post 8.45 earnings per share for the current fiscal year.

Insider Transactions at Check Point Software Technologies

In other Check Point Software Technologies news, insider Nataly Kremer sold 3,185 shares of the business’s stock in a transaction dated 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 $2,903,597.76. The trade was a 14.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 29.00% of the company’s stock.

Key Headlines Impacting Check Point Software Technologies

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

• Positive Sentiment: Third-quarter EPS of $2.49 slightly exceeded the $2.48 consensus estimate. Full-year 2026 EPS guidance of $10.25–$10.37 is also above the $10.04 analyst consensus, supporting the company’s profitability outlook. Check Point Software Reports 2026 Third Quarter Financial Results
• Positive Sentiment: Check Point’s cloud-based subscription business grew 11% in the third quarter, with strong cash flow and increasing confidence that the company’s transition toward recurring revenue can drive a turnaround. The company also appointed Adam Ely as chief business officer to lead its broader growth strategy, including AI security. Check Point’s Turnaround Could Be Closer Than Investors Think Check Point Appoints Adam Ely as Chief Business Officer
• Positive Sentiment: Barclays raised its price target from $140 to $155 while maintaining an “equal weight” rating. Robert W. Baird retained its “outperform” rating, with a $170 target despite trimming it from $175. Barclays analyst rating Robert W. Baird analyst rating
• Neutral Sentiment: Cantor Fitzgerald reaffirmed its “neutral” rating and set a $150 price target, indicating modest potential upside but limited conviction in the near-term recovery.
• Negative Sentiment: Third-quarter revenue was $669.8 million, slightly below the $672.1 million consensus and down 1.1% year over year. EPS fell sharply from $3.94 a year earlier, while product and license revenue declined 19%, raising concerns about future maintenance revenue. Check Point shares fall after revenue misses
• Negative Sentiment: Fourth-quarter revenue guidance of $720 million–$770 million is below the $787.3 million consensus, and the EPS range of $2.71–$2.83 has a midpoint slightly below expectations. Management said recovery is likely to be gradual, weighing on sentiment.
• Negative Sentiment: A $25 million R&D credit boosted the reported operating margin to 26%; excluding that benefit, the margin would have been approximately 23%, suggesting underlying profitability was weaker.

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.