Check Point Software Technologies

CHKP

Market cap $14.2B

TEL AVIV, Israel, April 7, 2026 /PRNewswire/ -- Check Point® Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced that it will release its financial results for the first quarter ended March 31, 2026, on Thursday, April 30, 2026, before the U.S. financial markets open.

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.

Check Point WAF recognized for industry ‑ leading detection and a unified platform that protects modern web and AI ‑ driven applications with simplicity and speed REDWOOD CITY, Calif., April 2, 2026 /PRNewswire/ -- Check Point® Software Technologies Ltd.

Check Point launches a unified AI security control plane designed to help enterprises govern how AI is connected, deployed, and operated across businesses.

Check Point releases AI Factory Security Architecture Blueprint for securing private AI infrastructure from the hardware layer to the application layer.

Amid rising Middle East tensions and AI-related market jitters, tech investors are seeking safe harbors. Wedbush analyst Dan Ives highlighted ten technology companies he views as well positioned to weather a “geopolitical jittery backdrop,” emphasizing robust business models and exposure to cybersecurity, defense, and AI-driven growth.

US equity markets posted positive returns once again in Q4, although the small and large portions of the market were stronger performers, returning 2.19% and 2.41%, respectively. Recently, we have found stocks with a little less debt and less cyclicality more appealing. We exited our position in Civitas Resources, Lear Corp., Check Point Software Technologies and Marzetti.

Exited 15,000 shares in Check Point Software Technologies; estimated trade size ~$3.10 million based on quarterly average price. Position value fell by $3.10 million, reflecting both trading activity and stock price changes.

LONDON--(BUSINESS WIRE)--ControlPlane, a specialist AI Security and DevSecOps consultancy, and Check Point Software Technologies Ltd., a pioneer and global leader in cyber security solutions, today announced a strategic collaboration to help enterprises securely adopt Large Language Models (LLMs) and agentic AI systems at scale. The partnership delivers a comprehensive, regulator-ready security framework designed to reduce risk, protect sensitive data, and enable organizations to move confident.