Check Point Software Technologies (NASDAQ:CHKP) Stock Gets Price Target Increase from UBS Group

Check Point Software Technologies (NASDAQ:CHKP) had its price target boosted by investment analysts at UBS Group from $145.00 to $150.00 in a research report issued to clients and investors on Tuesday, Benzinga reports. The brokerage presently has a “neutral” rating on the technology company’s stock. UBS Group‘s target price indicates a potential upside of 7.03% from the stock’s previous close.

CHKP has been the subject of a number of other reports. Wells Fargo & Company upped their target price on Check Point Software Technologies from $130.00 to $135.00 and gave the company an “equal weight” rating in a research report on Tuesday. Royal Bank Of Canada boosted their price target on Check Point Software Technologies from $135.00 to $140.00 and gave the company a “sector perform” rating in a research note on Tuesday. Robert W. Baird cut their price objective on shares of Check Point Software Technologies from $175.00 to $170.00 and set an “outperform” rating for the company in a research report on Tuesday. Cantor Fitzgerald reiterated a “neutral” rating and set a $150.00 price objective on shares of Check Point Software Technologies in a research note on Tuesday. Finally, Compass Point set a $135.00 target price on shares of Check Point Software Technologies in a report on Monday, July 27th. Ten equities research analysts have rated the stock with a Buy rating and nineteen have given a Hold rating to the stock. Based on data from MarketBeat, Check Point Software Technologies presently has an average rating of “Hold” and an average price target of $150.50.

Check Point Software Technologies Price Performance

Shares of NASDAQ CHKP traded down $1.35 during midday trading on Tuesday, reaching $140.15. The company’s stock had a trading volume of 207,802 shares, compared to its average volume of 1,348,195. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.67 and a current ratio of 1.67. The company has a market cap of $14.31 billion, a P/E ratio of 14.35, a P/E/G ratio of 4.44 and a beta of 0.48. The business’s 50 day moving average price is $137.60 and its two-hundred day moving average price is $141.52. Check Point Software Technologies has a fifty-two week low of $112.23 and a fifty-two week high of $206.43.

Check Point Software Technologies (NASDAQ:CHKP) last issued its quarterly earnings results 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. Check Point Software Technologies had a return on equity of 38.80% and a net margin of 37.93%. The business had revenue of $669.80 million for the quarter, compared to the consensus estimate of $672.06 million. During the same quarter in the prior year, the business posted $3.94 earnings per share. The firm’s quarterly revenue was down 1.1% compared to the same quarter last year. On average, analysts forecast that Check Point Software Technologies will post 8.45 EPS for the current fiscal year.

Insider Buying and Selling at Check Point Software Technologies

In related news, insider Nataly Kremer sold 3,185 shares of Check Point Software Technologies stock in a transaction 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 of the company’s stock, valued at $2,903,597.76. This trade represents a 14.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 29.00% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

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

Check Point Software Technologies News Summary

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

• Positive Sentiment: Third-quarter EPS of $2.49 slightly exceeded the $2.48 consensus estimate. Full-year 2026 EPS guidance of $10.25–$10.37 is also above the $10.04 analyst consensus, supporting the company’s profitability outlook. Check Point Software Reports 2026 Third Quarter Financial Results
• Positive Sentiment: Check Point’s cloud-based subscription business grew 11% in the third quarter, with strong cash flow and increasing confidence that the company’s transition toward recurring revenue can drive a turnaround. The company also appointed Adam Ely as chief business officer to lead its broader growth strategy, including AI security. Check Point’s Turnaround Could Be Closer Than Investors Think Check Point Appoints Adam Ely as Chief Business Officer
• Positive Sentiment: Barclays raised its price target from $140 to $155 while maintaining an “equal weight” rating. Robert W. Baird retained its “outperform” rating, with a $170 target despite trimming it from $175. Barclays analyst rating Robert W. Baird analyst rating
• Neutral Sentiment: Cantor Fitzgerald reaffirmed its “neutral” rating and set a $150 price target, indicating modest potential upside but limited conviction in the near-term recovery.
• Negative Sentiment: Third-quarter revenue was $669.8 million, slightly below the $672.1 million consensus and down 1.1% year over year. EPS fell sharply from $3.94 a year earlier, while product and license revenue declined 19%, raising concerns about future maintenance revenue. Check Point shares fall after revenue misses
• Negative Sentiment: Fourth-quarter revenue guidance of $720 million–$770 million is below the $787.3 million consensus, and the EPS range of $2.71–$2.83 has a midpoint slightly below expectations. Management said recovery is likely to be gradual, weighing on sentiment.
• Negative Sentiment: A $25 million R&D credit boosted the reported operating margin to 26%; excluding that benefit, the margin would have been approximately 23%, suggesting underlying profitability was weaker.

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.