Check Point tops Q1 earnings estimates on subscription strength as revenues rise, but product softness and firewall pressure trim full-year outlook.
While the top- and bottom-line numbers for Check Point (CHKP) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Check Point Software (CHKP) came out with quarterly earnings of $2.5 per share, beating the Zacks Consensus Estimate of $2.42 per share. This compares to earnings of $2.21 per share a year ago.
Check Point (CHKP) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Check Point (CHKP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Check Point Software is undervalued due to market mispricing of its transition potential amid a shifting cybersecurity landscape. CHKP's legacy gateway-centric architecture faces obsolescence, but early signs of successful pivot—like 11% YoY subscription growth—suggest a software-led, recurring revenue model. Modest success in cloud, SASE, and hybrid security could elevate CHKP's revenue growth to 10–12%, driving meaningful multiple expansion and rerating.
Check Point Software remains a buy, with a revised fair value of $160, offering 10% upside from current levels. CHKP is aggressively investing in AI security via targeted acquisitions, shifting revenue mix toward higher-margin subscriptions. Short-term margin pressure is expected as CHKP prioritizes growth, but robust OCF, negative net debt, and buybacks support shareholder value.
Ameriprise Financial Inc. boosted its position in Check Point Software Technologies Ltd. (NASDAQ: CHKP) by 8.5% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,171,322 shares of the technology company's stock after acquiring an additional 170,075 shares during
CHKP delivers 26% EPS growth in Q4, beats estimates and lifts billings 8%. Its 2026 guidance signals steady growth ahead.
Check Point Software Technologies Ltd. (CHKP) Q4 2025 Earnings Call Transcript
The headline numbers for Check Point (CHKP) give insight into how the company performed in the quarter ended December 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 (CHKP) came out with quarterly earnings of $3.4 per share, beating the Zacks Consensus Estimate of $2.77 per share. This compares to earnings of $2.7 per share a year ago.