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NASDAQ · Israel · Software - Infrastructure

CHKP Check Point Software

Network and cloud security

Tight + uptrend Its supply chain is tightening and the stock trades above its 50-day average. (automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$160.0
+0.62% today
1W
+15.2%
1M
+21.9%
3M
+16.2%
YTD
−13.8%
1Y
−16.7%
Off 52w high
−21.7%
Next earnings (est.): 2026-11-02
Market cap$16.24B
P/E (trailing)16.3Forward 14.1
EV / sales5.5×EV/EBITDA 18.1×
Revenue (TTM)$2.76BGrowth 1.3% y/y
Margins87.5%gross · op 27.5%
Free cash flow$701MCash $2.28B · debt $1.97B
Analyst target$146.5−8.5% upside · 31 analysts · buy
Riskβ 0.47Short 7.5% of float

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

CHKP · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-07-30EarningsBeat / raise

    Reported EPS 2.55 vs 2.45 expected (+4.2% surprise).

  2. 7
    2026-04-30EarningsBeat / raise

    Reported EPS 2.5 vs 2.4 expected (+4.0% surprise).

  3. 6
    2026-02-12EarningsBeat / raise

    Reported EPS 3.4 vs 2.77 expected (+22.9% surprise).

  4. 5
    2025-10-28EarningsBeat / raise

    Reported EPS 3.94 vs 2.45 expected (+60.7% surprise).

  5. 4
    2025-07-30EarningsBeat / raise

    Reported EPS 2.37 vs 2.36 expected (+0.3% surprise).

  6. 3
    2025-04-23EarningsBeat / raise

    Reported EPS 2.21 vs 2.19 expected (+1.1% surprise).

  7. 2
    2025-01-30EarningsBeat / raise

    Reported EPS 2.7 vs 2.65 expected (+1.7% surprise).

  8. 1
    2024-10-29EarningsMiss / cut

    Reported EPS 2.25 vs 2.25 expected (-0.1% surprise).

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-07-302.452.55+4.2%
2026-04-302.42.5+4.0%
2026-02-122.773.4+22.9%
2025-10-282.453.94+60.7%
2025-07-302.362.37+0.3%
2025-04-232.192.21+1.1%
2025-01-302.652.7+1.7%
2024-10-292.252.25−0.1%
2024-07-242.162.17+0.5%
2024-04-252.012.04+1.7%
2024-02-062.482.57+3.7%
2023-10-302.022.07+2.4%
2023-07-261.92.0+5.5%
2023-05-011.731.8+3.8%
2023-02-132.362.45+4.0%
2022-10-271.671.77+5.8%
2022-08-011.611.64+1.6%
2022-04-271.551.57+1.5%
2022-02-032.152.25+4.9%
2021-10-281.61.65+3.2%
2021-07-261.561.61+3.1%
2021-04-261.51.54+2.7%
2021-02-032.112.17+2.8%
2020-10-221.531.64+6.9%

About Check Point Software

Website ↗

Check Point Software Technologies Ltd. develops, markets, and supports a range of products and services for IT security worldwide. It provides a multilevel security architecture that defends enterprises' cloud, network, mobile devices, endpoints information, and IOT solutions. The company offers Mesh Network Security, which comprises Firewall, Maestro Hyperscale Firewall, Firewall Software R82.10, Spark Firewall, and AI Powered Security Management for hybrid cloud, internet and perimeter gateways, and branch locations. It also provides Workspace Security Platform, including email, endpoint, mobile, browser, and XDR security solutions across devices, browsers, SaaS apps, and remote access. In addition, the company offers Threat Exposure Management platforms comprising threat intelligence, vulnerability detection and prioritization, and safe remediation. Further, it offers AI Security plat…

6,825 employees · Tel Aviv-Yafo, Israel

AI agents and AI-written attacks expand the attack surface faster than security teams can hire. Spend shifts to platforms that use AI to defend AI workloads.

Threats→Detection→Platform→Response

What would prove us wrong. Weakens if net-new ARR decelerates across the group while breach activity stays high.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
CRWD
CrowdStrike
Endpoint and cloud security platform $260.3+1.04%+3.2%+122.1%
PANW
Palo Alto Networks
Network, cloud and identity security platform $390.5+2.61%+4.2%+112.0%
ZS
Zscaler
Zero-trust security for AI traffic $260.0+1.89%+34.7%+15.6%
FTNT
Fortinet
Firewalls and secure networking $183.8+2.14%+6.0%+131.5%
NET
Cloudflare
Edge network, AI inference and bot defence $330.6+1.50%−5.3%+67.7%
S
SentinelOne
AI-native endpoint security $25.32+5.50%+13.1%+68.8%
OKTA
Okta
Identity for people and AI agents $221.0+3.73%+13.2%+155.6%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.