Check Point Software Technologies
Protects networks, cloud environments, and workspaces through a consolidated cybersecurity platform.
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Profile
Protects networks, cloud environments, workspaces, and applications through a consolidated cybersecurity platform. Revenue comes from products and licenses, subscriptions, and software updates and maintenance, with subscriptions the largest category and sales distributed globally through channel partners.
Protects enterprise networks, cloud environments, workspaces, and applications through the Infinity cybersecurity platform. Hybrid Mesh Network Security, Workspace Security, Exposure Management, and AI security form the current portfolio, extending a stateful-inspection firewall foundation through internal development and targeted acquisitions.
Earns revenue from products and licenses, security subscriptions, and software updates and maintenance, with subscriptions the largest category. Distribution runs through resellers, integrators, OEMs, and managed-security-service providers across the Americas, EMEA, Israel, and Asia-Pacific.
Combines internally developed technology with acquired capabilities in a consolidated architecture. The business depends on channel partners, customer adoption, acquisition integration, retention of skilled employees, leadership continuity after the founder-CEO transition, and operations amid geopolitical conditions.
Company facts
Categories
Key statistics
Year to date −23.6% · Average volume (30d) 1.1M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 31, 2026 | Goldman Sachs | Reiterate | Neutral | $168 | $150 | |
| Jul 31, 2026 | Roth Capital | Target | $160 | $105 | ||
| Jul 31, 2026 | UBS | Reiterate | Neutral | $140 | $135 | |
| Jul 31, 2026 | Susquehanna | Reiterate | Positive | $140 | $150 | |
| Jul 31, 2026 | Stifel Nicolaus | Target | $120 | $130 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q2 FY26 | $2.45 | $2.55 | +4.1% | $675.5M | $673.6M | −0.3% | −8.19% |
| Apr 30, 2026Q1 FY26 | $2.42 | $2.50 | +3.3% | $672.5M | $668.4M | −0.6% | +1.81% |
| Feb 12, 2026Q4 FY25 | $2.77 | $3.40 | +22.7% | $746.3M | $744.9M | −0.2% | +4.26% |
| Oct 28, 2025Q3 FY25 | $2.45 | $3.94 | +60.8% | $673.2M | $677.5M | +0.6% | −3.09% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $637.8M | $665.2M | $677.5M | $744.9M | $668.4M | $673.6M | |
| Gross profit | $553.7M | $574.0M | $589.0M | $646.9M | $570.7M | $574.1M | |
| Operating income | $195.5M | $203.6M | $199.1M | $232.9M | $185.1M | $185.1M | |
| Net income | $190.9M | $202.8M | $358.7M | $304.5M | $191.6M | $193.8M | |
| Diluted EPS | $1.71 | $1.84 | $3.28 | $2.81 | $1.81 | $1.87 | |
| Gross margin | 86.8% | 86.3% | 86.9% | 86.8% | 85.4% | 85.2% | |
| Operating margin | 30.7% | 30.6% | 29.4% | 31.3% | 27.7% | 27.5% |
Fiscal years (4-quarter sums)FY21 $2.17B · FY22 $2.33B · FY23 $2.41B · FY24 $2.57B · FY25 $2.73B
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $2.28B · Total debt $1.97B · Total assets $7.51B · Shareholders' equity $2.74B
Dividends
No dividends on record.
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 102.10M · Float 77.71M · 76.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Gil Shwed · director, 10 percent owner: | 24.87M | 24.36% | Form 4 | Aug 3, 2026 |
| Massachusetts Financial Services Co /MA/ | 8.57M | 8.39% | 13F | Aug 3, 2026 |
| BlackRock, Inc. | 7.08M | 6.94% | 13F | Aug 7, 2026 |
| Acadian Asset Management LLC | 3.56M | 3.48% | 13F | Aug 13, 2026 |
| Ninety One UK Ltd | 2.55M | 2.50% | 13F | Jul 16, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 4, 2026 | Sherif Seddik | officer: Chief Revenue Officer | −10,272 | $123.59 |
| Aug 3, 2026 | Roei Golan | officer: Chief Financial Officer | −9,860 | $123.75 |
| Aug 3, 2026 | Nataly Kremer | officer: Chief Product Officer | −665 | $123.64 |
| Jun 11, 2026 | Jerry T. Ungerman | director | −25,000 | $122.55 |
| Jun 11, 2026 | Shenhav Tal Shavit | director | −25,000 | $123.07 |
Peers
- Palo Alto Networks
Firewall-to-cloud rival across SASE, endpoint, exposure, and AI
- Fortinet
Cybersecurity rival across firewalls, SASE, cloud, endpoints, and SecOps
- Microsoft
Cross-portfolio rival in endpoint, XDR, cloud, and email security
- Cisco Systems
Network-security rival spanning firewalls, cloud security, and SASE
- Zscaler
Cloud-native zero-trust rival in secure access and data protection
- CrowdStrike
Endpoint, XDR, and cloud-security rival built on the Falcon platform
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Check Point Software Technologies | $138.15 | −0.17% | $14.12B | 14.2 | 12.8 | 5.1 | +1.3% |
| Palo Alto Networks | $372.18 | +0.16% | $302.85B | 323.1 | 94.9 | 28.6 | +31.2% |
| Fortinet | $165.78 | −0.16% | $121.80B | 58.5 | 47.4 | 16.2 | +25.6% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Cisco Systems | $109.95 | +0.01% | $433.28B | 33.0 | 21.4 | 6.8 | +17.6% |
| Zscaler | $184.45 | +0.15% | $29.79B | — | 41.4 | 9.4 | +25.4% |
| CrowdStrike | $217.75 | −0.30% | $222.39B | 6,720.0 | 157.7 | 41.2 | +25.8% |
| Median | 58.5 | 44.4 | 13.8 | +25.5% |