CHKP

$134.23+$4.94 (+3.82%)live

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Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institution

Market cap

$13.2B

102M shares

52-week range

$112.23 – $210.66

22% from low

Exchange

NASDAQ

Change+$10.98

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$2.8B	+2.9%	$10.45	$10.27–$10.69	12.9×	23
2027	$3.0B	+5.7%	$11.29	$10.88–$11.77	11.9×	23
2028	$3.1B	+5.1%	$12.47	$11.26–$14.51	10.8×	8

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 8 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-07-30	$2.45	$2.55	+4.1%
2026-04-30	$2.41	$2.50	+3.7%
2026-02-12	$2.77	$3.40	+22.7%
2025-10-28	$2.45	$3.94	+60.8%
2025-07-30	$2.36	$2.37	+0.4%
2025-04-23	$2.19	$2.21	+0.9%
2025-01-30	$2.66	$2.70	+1.5%
2024-10-29	$2.25	$2.25	+0.0%

DCF fair valuemodel estimate

Intrinsic value

$390.77

Price

$134.23

Implied upside

+191%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
CHKPCheck Point Software Technologies Ltd.	$134.23	+3.82%	$13.7B	—
CDWCDW Corporation	$142.05	+3.94%	$18.1B	—
CPAYCorpay, Inc.	$425.24	+3.80%	$27.8B	—
FFIVF5, Inc.	$416.00	-1.64%	$23.5B	—
GDDYGoDaddy Inc.	$100.50	+9.45%

Check Point Software Technologies Ltd

Check Point Software Technologies is a pure-play cybersecurity vendor. The company offers solutions for network, endpoint, cloud, and mobile security in addition to security management. Check Point, a software specialist, sells to enterprises, businesses, and consumers. Around 50% of revenue is generated in Europe, the Middle East, and Africa, 40% from the Americas, and 10% from the Asia-Pacific region. The firm, based in Tel Aviv, Israel, was founded in 1993 and has about 5,000 employees.

www.checkpoint.com

Employees: 6,825
IPO / List date: Jun 28, 1996

Held by traders on TradeandTell

No one on the platform currently holds CHKP.

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2026-03-31	239,208	$34.2M

Insider activity (SEC Form 4)

Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded CHKP yet.

$CHKP chatter on StockTwits

Jimmy@GemologyBullish9h
$VLO $CHKP nice💇
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GeneralGainz@GeneralGainz11h
$CHKP
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Bethany Bond@EMValueXJul 30
$CHKP SDOT has $60.8M in liabilities and only $2.38M in assets. RMTG doesn't have that debt burden.
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Karam Hanna@KaramhannaJul 30
$CHKP this company is slowly dying, with competetors like $PANW and $FTNT makes Checkpoint looks like a legacy technology, would it be worth if PANW buy them to get their market share or not
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SJ@BazziggrJul 30
$CHKP better wait
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DonCorleone77@DonCorleone77Jul 30
$TDOC $META $SIRI $CHKP $CVNA PRE-MARKET MOVERS: Currently Higher After Earnings: - Baxter (BAX) up 14.9% - Quanta Services (PWR) up 13.2% - Lam Research (LRCX) up 14.1% - Form Factor (FORM) up 21.1% - Fortinet (FTNT) up 12.3% - Microsoft (MSFT) up 9.8% - Chipotle (CMG) up 8.3% - ING Groep (ING) up 5.6% - Lloyds Banking (LYG) up 4.6% - Starbucks (SBUX) up 4.6% - Oil States (OIS) up 4.4% - Shell (SHEL) up 1.9% - Wesco (WCC) up 8.2% Currently Also Higher: - MarketAxess (MKTX) up 29.7% after Intercontinental Exchange (ICE) announced a definitive agreement to acquire the company for $167 per share in cash Currently Lower After Earnings: - Teladoc (TDOC) down 18.1% - Meta Platforms (META) down 9.0% - Sirius XM (SIRI) down 7.7% - Check Point (CHKP) down 10.4% - Carvana (CVNA) down 9.2% - AMC Networks (AMCX) down 0.9% - Norwegian Cruise Line (NCLH) down 7.0% - Sanofi (SNY) down 5.6% - Altria Group (MO) down 5.3% - Qualcomm (QCOM) down 4.1%. - AB InBev (BUD) down 2.2% - Bristol Myers (BMY) down 1.4%
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Open Outcrier@OpenOutcrierJul 30
$CHKP (-6.9% pre) CHKP: Q2 2026 saw modest revenue growth, strong subscription gains, and robust capital position https://ooc.bz/l/109254
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Anthony S@Profit10583BullishJul 30
$CHKP earnings not bad at all…this should be green today
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Stocktwits Earnings@StocktwitsEarningsJul 30
$CHKP Q2 '26 Earnings Results & Recap Check Point Software Technologies reported second quarter 2026 total revenues of $674 million, representing a 1 percent increase year over year, with non-GAAP earnings per share of $2.55, up 8 percent.
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AJ@RazorbackAJJul 30
$CHKP Complete disaster and shorting here (~$128) with current trailing stop at $135. Follow for setups like this — exact entries, precise stop levels, nothing vague. This is how I trade, not financial advice.
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PeloSwing@peloswingBullishJul 22
UOA: $CHKP >$3.6M of the $140 calls for December 🐳 - The company is reporting earnings on the morning of July 30th. - Wells Fargo maintained the company at equal-weight and raised their price target to $140 from $120
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Siva@GrowthWatcherJul 17
$CHKP loading loading loading
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Anthony@asjos77Jul 16
$CHKP mis-priced at these levels. Highly profitable, growing but trading at a 13x fwd multiple. Fundamentals support much higher price, great entry here for long term hold.
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Top Stock Alerts@topstockalertsJul 15
Check Point Software shares fell in premarket trading after Raymond James downgraded the cybersecurity company from Outperform to Market Perform, citing deteriorating channel checks, weaker bookings, customer losses, execution issues related to personnel changes, and product gaps in endpoint security as AI adoption accelerates. Cleveland Research added to the negative sentiment by highlighting limited upselling opportunities and challenges across the company's product portfolio. The downgrade comes after a difficult period for Check Point, with the stock down about 27% over the past six months, multiple downward earnings estimate revisions, and disappointing Q1 2026 results that showed a 3% decline in product revenue. With Q2 earnings approaching, investors remain concerned about execution risks. The weakness is company-specific, as broader U.S. markets and cybersecurity peers have remained relatively resilient. $CHKP
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Top Stock Alerts@topstockalertsJul 14
Barclays is bullish on Varonis Systems ahead of earnings, expecting another potential beat driven by improving SaaS ARR trends and easier comparisons in the second half of the year, which could support accelerating growth into fiscal 2027. The company has also received GovRAMP authorization for its Data Security Platform and has reportedly attracted private equity interest. The firm sees positive momentum for CCC Intelligent Solutions as claims-volume headwinds normalize, with two major contract wins expected to contribute to revenue growth in the second half of the year. Barclays is more cautious on Check Point Software, citing mixed business trends and go-to-market disruptions that could pressure near-term billings. However, recent product announcements, including OpenAI integration and AWS European Sovereign Cloud availability, support its longer-term outlook. $VRNS $CCCS $CHKP
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.