Check Point Software CEO Nadav Zafrir joins 'Closing Bell Overtime' to discuss the company's partnership with Nvidia to launch AI Cloud Protect, why the collaboration is important, and more.
Check Point Software Technologies Ltd. (NASDAQ:CHKP ) Q3 2025 Earnings Call October 28, 2025 8:30 AM EDT Company Participants Kip Meintzer - Head of Global Investor Relations Nadav Zafrir - CEO & Director Roei Golan - Chief Financial Officer Conference Call Participants Brian Essex - JPMorgan Chase & Co, Research Division Patrick Edwin Colville - Scotiabank Global Banking and Markets, Research Division Joseph Gallo - Jefferies LLC, Research Division Tal Liani - BofA Securities, Research Division Adam Tindle - Raymond James & Associates, Inc., Research Division Robbie Owens - Piper Sandler & Co., Research Division Keith Bachman - BMO Capital Markets Equity Research John DiFucci - Guggenheim Securities, LLC, Research Division Shrenik Kothari - Robert W.
The headline numbers for Check Point (CHKP) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Check Point Software Technologies (CHKP) gets upgraded to a buy, after already rising in price since my 2023 hold rating. Its upside can be driven by macro demand for cybersecurity solutions in an AI-driven world, as well as having no long-term debt on its books, and strong profit margins. Although it is not a dividend payer, it has generated a trend of operating cashflow growth for 3 straight quarters.
I maintain my hold rating on CHKP, as positives are offset by recurring revenue softness and discounting concerns. Quantum Force appliance refresh and emerging product lines show strong momentum, supporting near-term growth and FY25 targets. Sales execution issues, discounting, and margin pressure raise doubts about sustainable growth and recurring revenue strength.
Investors need to pay close attention to Check Point stock based on the movements in the options market lately.
As PANW scales AI and cloud security, CHKP's steady gains lag behind in the race for cybersecurity dominance.
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Check Point (CHKP) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Check Point Software Technologies Ltd. (NASDAQ:CHKP ) Q2 2025 Earnings Conference Call July 30, 2025 8:30 AM ET Company Participants Kip E.
Although the revenue and EPS for Check Point (CHKP) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Check Point Software (CHKP) came out with quarterly earnings of $2.37 per share, beating the Zacks Consensus Estimate of $2.36 per share. This compares to earnings of $2.17 per share a year ago.