Check Point Software Technologies Ltd. (CHKP)
Summary
Check Point Software Technologies: Subscription Growth Improved And Valuation Is Now Cheap (Rating Upgrade)
Check Point Software Technologies Ltd. (CHKP) is upgraded to Buy as subscription growth accelerates to 12% y/y, reversing prior recurring-revenue softness. CHKP's new AI Network Firewall and Verity products are expected to sustain subscription momentum and drive future recurring revenue growth. Product revenue declined 14% y/y, but easier H2 comps and go-to-market restructuring are positioned to support a recovery in the second half.
Check Point Sees AI Security Spending Surge as 2027 Growth Setup Takes Shape
Check Point Software Technologies NASDAQ: CHKP sees 2027 as a potentially significant year for artificial intelligence-related cybersecurity spending as customers move from experimentation toward more deliberate budgeting, according to Global Head of Investor Relations Kip Meintzer.
Check Point Software Technologies Ltd. (CHKP) Q2 2026 Earnings Call Transcript
Check Point Software Technologies Ltd. (CHKP) Q2 2026 Earnings Call Transcript
Check Point Software Technologies Ltd. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 16,168 | $2.67M | $2.06M | -$617,750.5 | -23.11% |
 Curtis Ellergodt Rothschild Investment LLC | 22 | $3,846.78 | $2,757.7 | -$1,089.08 | -28.31% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,888 | $1.96M | $1.9M | -$53,746.84 | -2.75% |
| HL Howard Lu FIRST WILSHIRE SECURITIES MANAGEMENT Inc. | 122,438 | $16.05M | $16.13M | $79,964.63 | 0.5% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 150 | $19,714.5 | $19,671 | -$43.5 | -0.22% |
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Check Point Software Technologies Ltd. Profile
| Transportation Infrastructure Industry | Industrials Sector | Nadav Zafrir CEO | NASDAQ (NGS) Exchange | M22465104 CUSIP |
| IL Country | 6,825 Employees | - Last Dividend | 13 Feb 2001 Last Split | 28 Jun 1996 IPO Date |
Overview
Check Point Software Technologies Ltd. is a global leader in IT security solutions, dedicated to providing a wide array of products and services designed to safeguard IT environments. Founded in 1993 and based in Tel Aviv, Israel, the company has developed a comprehensive security framework that addresses the multifaceted challenges of modern cyber threats. By focusing on a multilayered security approach, Check Point protects information across networks, cloud environments, mobile devices, end points, and the Internet of Things (IoT), ensuring robust protection against sophisticated fifth-generation cyber-attacks. Through its extensive network of distributors, resellers, system integrators, original equipment manufacturers, and managed security service providers, Check Point delivers its cutting-edge security solutions to businesses of all sizes around the world.
Products and Services
- Check Point Infinity Architecture: A comprehensive cyber security architecture designed to combat fifth-generation cyber-attacks. This solution provides extensive protection across networks, endpoints, cloud, workloads, IoT, and mobile environments.
- Security Gateways and Software Platforms: Targeted solutions for small and medium-sized businesses, offering scalable security gateways and software platforms that ensure the safety and integrity of business operations.
- Cloud Security Solutions:
- Cloud Network Security: Shields cloud environments against threats while ensuring secure access and data protection.
- Cloud Native Application Protection: Introduces security measures specifically designed for cloud-native applications to safeguard against potential vulnerabilities.
- Security and Posture Management: Monitors and manages the security posture of cloud environments to prevent unauthorized access and data breaches.
- Cloud Identity and Entitlement: Manages and protects cloud identities and access permissions to secure sensitive resources from misuse.
- Cloud Workload Protection: Offers robust security for cloud workloads against attacks and unauthorized access.
- Cloud Detection and Response: Employs advanced threat detection and response mechanisms to swiftly address and neutralize threats in cloud environments.
- Cloud Web Application Protection: Ensures the security of web applications and APIs by defending against web attacks and vulnerabilities.
- Check Point Harmony: Provides comprehensive endpoint security and secure connectivity solutions for remote user access, protecting against threats while ensuring seamless connectivity.
- Support and Services:
- Technical Customer Support Programs and Plans: Offers a range of support options to ensure optimal operation of Check Point products.
- Professional Services: Includes implementation, upgrading, and optimization services for Check Point solutions, ensuring effective deployment and maximized security.
- Certification and Educational Training: Provides certification and training on Check Point products, empowering professionals with the knowledge to effectively manage and utilize Check Point security solutions.
