Barclays Forecasts Strong Price Appreciation for Check Point Software Technologies (NASDAQ:CHKP) Stock

Check Point Software Technologies (NASDAQ:CHKP) had its price target increased by equities researchers at Barclays from $140.00 to $155.00 in a report released on Tuesday, Benzinga reports. The firm currently has an “equal weight” rating on the technology company’s stock. Barclays‘s price target indicates a potential upside of 9.54% from the stock’s previous close.

Other analysts have also issued reports about the company. Mizuho lifted their price target on Check Point Software Technologies from $135.00 to $145.00 and gave the company a “neutral” rating in a research note on Thursday, October 15th. BTIG Research reiterated a “neutral” rating on shares of Check Point Software Technologies in a report on Tuesday. The Goldman Sachs Group cut their target price on shares of Check Point Software Technologies from $168.00 to $150.00 and set a “neutral” rating on the stock in a research report on Saturday, August 1st. Susquehanna boosted their target price on shares of Check Point Software Technologies from $150.00 to $165.00 and gave the stock a “positive” rating in a report on Tuesday. Finally, UBS Group restated a “neutral” rating and issued a $145.00 price target on shares of Check Point Software Technologies in a research report on Thursday, October 15th. Ten investment analysts have rated the stock with a Buy rating and nineteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $150.50.

Check Point Software Technologies Trading Down 7.0%

CHKP opened at $141.50 on Tuesday. The company’s 50 day moving average is $137.60 and its 200-day moving average is $141.52. Check Point Software Technologies has a 1-year low of $112.23 and a 1-year high of $206.43. The company has a current ratio of 1.67, a quick ratio of 1.67 and a debt-to-equity ratio of 0.72. The company has a market cap of $14.45 billion, a P/E ratio of 14.48, a PEG ratio of 4.44 and a beta of 0.48.

Check Point Software Technologies (NASDAQ:CHKP) last released its quarterly earnings data on Monday, November 2nd. The technology company reported $2.49 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.48 by $0.01. The business had revenue of $669.80 million during the quarter, compared to analysts’ expectations of $672.06 million. Check Point Software Technologies had a net margin of 37.93% and a return on equity of 38.80%. The firm’s quarterly revenue was down 1.1% compared to the same quarter last year. During the same period in the prior year, the company earned $3.94 EPS. Equities research analysts predict that Check Point Software Technologies will post 8.45 earnings per share for the current fiscal year.

Insider Transactions at Check Point Software Technologies

In other Check Point Software Technologies news, insider Nataly Kremer sold 3,185 shares of the firm’s stock in a transaction that occurred on Thursday, October 22nd. The shares were sold at an average price of $150.08, for a total transaction of $478,004.80. Following the completion of the transaction, the insider owned 19,347 shares in the company, valued at approximately $2,903,597.76. This trade represents a 14.14% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 29.00% of the company’s stock.

Institutional Investors Weigh In On Check Point Software Technologies

Several large investors have recently modified their holdings of the company. Lazard Asset Management LLC lifted its holdings in Check Point Software Technologies by 16.2% during the first quarter. Lazard Asset Management LLC now owns 809,115 shares of the technology company’s stock worth $115,582,000 after acquiring an additional 112,713 shares during the period. Bank of America Corp DE grew its stake in Check Point Software Technologies by 26.6% in the 1st quarter. Bank of America Corp DE now owns 808,428 shares of the technology company’s stock valued at $115,484,000 after purchasing an additional 170,024 shares during the period. Junto Capital Management LP purchased a new stake in shares of Check Point Software Technologies during the 2nd quarter valued at $72,445,000. Sound Shore Management Inc. CT increased its position in shares of Check Point Software Technologies by 22.1% during the 1st quarter. Sound Shore Management Inc. CT now owns 518,529 shares of the technology company’s stock valued at $74,072,000 after purchasing an additional 93,945 shares during the last quarter. Finally, Swedbank AB increased its position in shares of Check Point Software Technologies by 1.0% during the 1st quarter. Swedbank AB now owns 458,650 shares of the technology company’s stock valued at $65,518,000 after purchasing an additional 4,490 shares during the last quarter. 98.51% of the stock is currently owned by institutional investors and hedge funds.

Check Point Software Technologies News Roundup

Here are the key news stories impacting Check Point Software Technologies this week:

• Positive Sentiment: Third-quarter adjusted EPS was $2.49, narrowly above the $2.48 analyst consensus. Full-year 2026 EPS guidance of $10.25-$10.37 is also above the $10.04 consensus, supporting expectations for solid profitability. Check Point Software third-quarter earnings results
• Positive Sentiment: Management described the current period as a potential trough and expects a gradual recovery, although the timing remains uncertain. The company continues to report strong profitability, including a 37.93% net margin and 38.80% return on equity.
• Neutral Sentiment: Full-year 2026 revenue guidance of $2.7 billion-$2.8 billion is broadly aligned with the $2.8 billion consensus, but the range leaves limited room for upside. Check Point Software reports third-quarter financial results
• Negative Sentiment: Third-quarter revenue was $669.8 million, below the $672.1 million consensus and down 1.1% year over year. Earnings declined sharply from $3.94 per share in the prior-year quarter, reinforcing concerns about slowing growth. Check Point reports in-line third-quarter EPS
• Negative Sentiment: Fourth-quarter revenue guidance of $720 million-$770 million is well below the $787.3 million consensus, while the EPS range of $2.71-$2.83 brackets but centers below the $2.81 estimate. This implies near-term pressure on sales and likely delayed recovery. Check Point shares fall after revenue miss
• Negative Sentiment: Products and licenses revenue fell 19%, a potentially significant issue because weaker new sales can reduce future maintenance revenue. A $25 million research-and-development credit also lifted operating margin to 26%; excluding the credit, margin would have been about 23%.

About Check Point Software Technologies

Check Point Software Technologies Ltd. is a cybersecurity company that develops products and services designed to protect organizations, governments and consumers from cyber threats. Its offerings help secure networks, cloud environments, endpoints, mobile devices, data and remote access, with capabilities including threat prevention, firewall protection, intrusion prevention, email security and security management.

The company organizes its portfolio under platforms that include Quantum for network security, CloudGuard for cloud security and Harmony for user, endpoint and remote-access protection.