Check Point Software Technologies (NASDAQ:CHKP) Issues Q4 2026 Earnings Guidance

Check Point Software Technologies (NASDAQ:CHKP) issued an update on its fourth quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 2.710-2.830 for the period, compared to the consensus estimate of 2.810. The company issued revenue guidance of $720.0 million-$770.0 million, compared to the consensus revenue estimate of $787.3 million. Check Point Software Technologies also updated its FY 2026 guidance to 10.250-10.370 EPS.

Check Point Software Technologies Stock Performance

Shares of CHKP stock opened at $142.28 on Wednesday. The company has a quick ratio of 1.67, a current ratio of 1.67 and a debt-to-equity ratio of 0.72. The company has a 50 day moving average price of $137.84 and a 200-day moving average price of $141.29. Check Point Software Technologies has a 52 week low of $112.23 and a 52 week high of $206.43. The firm has a market capitalization of $14.53 billion, a PE ratio of 17.12, a P/E/G ratio of 4.05 and a beta of 0.43.

Check Point Software Technologies (NASDAQ:CHKP) last issued its earnings results on Monday, November 2nd. The technology company reported $2.49 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.48 by $0.01. The company had revenue of $669.80 million for the quarter, compared to analysts’ expectations of $672.06 million. Check Point Software Technologies had a net margin of 31.74% and a return on equity of 33.56%. The firm’s quarterly revenue was down 1.1% on a year-over-year basis. During the same quarter last year, the company posted $3.94 earnings per share. As a group, equities research analysts expect that Check Point Software Technologies will post 8.45 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on CHKP shares. Scotiabank dropped their price target on Check Point Software Technologies from $185.00 to $175.00 and set a “sector outperform” rating on the stock in a research note on Tuesday. JPMorgan Chase & Co. reduced their price objective on Check Point Software Technologies from $167.00 to $155.00 and set a “neutral” rating for the company in a research report on Tuesday. Susquehanna increased their target price on Check Point Software Technologies from $150.00 to $165.00 and gave the company a “positive” rating in a report on Tuesday. Weiss Ratings raised Check Point Software Technologies from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, October 23rd. Finally, Morgan Stanley dropped their target price on Check Point Software Technologies from $133.00 to $131.00 and set an “equal weight” rating on the stock in a research report on Tuesday. Ten investment analysts have rated the stock with a Buy rating and twenty have assigned a Hold rating to the company. According to data from MarketBeat.com, Check Point Software Technologies presently has an average rating of “Hold” and a consensus price target of $151.32.

Insider Transactions at Check Point Software Technologies

In other Check Point Software Technologies news, insider Nataly Kremer sold 3,185 shares of the company’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 sale, the insider directly owned 19,347 shares of the company’s stock, valued at approximately $2,903,597.76. This 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 accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 29.00% of the company’s stock.

More Check Point Software Technologies News

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

• Positive Sentiment: Cloud-based subscription revenue grew 11% in Q3, supporting optimism about Check Point’s business transition; the company also reported strong cash flow. Check Point’s Turnaround Could Be Closer Than Investors Think
• Positive Sentiment: Q3 EPS of $2.49 edged past the $2.48 consensus, and full-year 2026 EPS guidance of $10.25–$10.37 is above the $10.04 analyst estimate. Q3 Earnings Results
• Neutral Sentiment: Analyst views were mixed: Jefferies kept a Buy rating and a $175 target despite trimming its estimate, while several firms raised targets but retained neutral or equal-weight ratings. Jefferies recommendations
• Neutral Sentiment: Check Point appointed Adam Ely as chief business officer to lead its company-wide growth strategy, building on its AI security business. CBO appointment announcement
• Negative Sentiment: Q3 revenue of $669.8 million missed the $672.1 million consensus and fell 1.1% year over year. Management’s Q4 revenue outlook of $720–$770 million is below the $787.3 million estimate, while reports say recovery is taking longer than expected. Revenue miss and gradual recovery
• Negative Sentiment: Products and licenses revenue dropped 19%, potentially weighing on future maintenance revenue. A $25 million R&D credit also boosted reported operating margin; without it, the margin would have been lower. Q3 earnings reaction

Check Point Software Technologies Company Profile

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.