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19 stories mentioning CHKP

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Wire

Check Point Software Technologies Shares Drop After Security Vulnerability Identified in Products

Check Point Software Technologies (CHKP) shares dropped 4% in Monday afternoon trading after the company said it has identified a security vulnerability impacting its security gateway products and has released a software update addressing it.The vulnerability, which affects Remote Access VPN and Mobile Access functionality in certain configurations of its products, can be exploited by threat actors for unauthorized access to the environments they are deployed, Check Point said in a regulatory filing.Check Point said it became aware of the vulnerability on June 4. The company added it has identified instances where it was exploited by threat actors to access customer environments and has contacted the affected customers.The matter is not "reasonably likely" to have a material impact on the company, based on the investigation to date, Check Point said.Price: $130.22, Change: $-5.60, Percent Change: -4.12%

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Insider Trading

Check Point Software Technologies Insider Sold Shares Worth $3,506,940, According to a Recent SEC Filing

Yoav Chelouche, Director, on June 02, 2026, sold 25,000 shares in Check Point Software Technologies (CHKP) for $3,506,940. Following the Form 4 filing with the SEC, Chelouche has control over a total of 4,008 ordinary shares of the company, with 4,008 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1015922/000117891326003093/xslF345X05/zk2635497.xml

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Research

Research Alert: CFRA Maintains Hold Rating On Shares Of Check Point Software Technologies Ltd.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our target price to $148, from $126, on a forward P/E multiple of 14.2x our 2026 EPS projection of $10.45, below CHKP's three-year average. We lower our 2026 EPS projection to $10.45 from $10.47, but raise our 2027 EPS forecast to $11.45 from $11.43. We believe there is broader recognition among organizations that enterprise security in an AI world needs to keep pace with rapid technology evolutions. AI model advancements and robust adoption trends this quarter suggest that security budgets could tick up in the coming quarters as enterprise customers look to large security vendors to expand their AI security capabilities. While we note some uncertainty with its recent sales reorganization, we believe AI is a tailwind for the business, given its large installed base. CHKP is building its portfolio of AI Security offerings, including AI Agent Security and Workforce AI Security, which we anticipate will inflect soon to improve Subscriptions growth.

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Wire

Check Point Software Launches Agentic Exposure Validation Platform

Check Point Software Technologies (CHKP) said Thursday it launched Agentic Exposure Validation, a cybersecurity tool that uses AI agents to identify and validate exploitable vulnerabilities.The company said the product analyzes exposure data, threat intelligence, asset information and existing security controls to determine whether vulnerabilities pose an active risk.Check Point said the platform uses AI agents designed to simulate attacker behavior and validate potential exploit paths without disrupting systems.The company added that early customer engagements showed the tool was able to develop novel exploit techniques for dozens of vulnerabilities that previously had no known exploits.Price: $130.12, Change: $+1.41, Percent Change: +1.10%

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Wire

Check Point Software Launches Agentic Network Security Platform, Acquires Deepchecks Team

Check Point Software Technologies (CHKP) said Tuesday it launched an autonomous agent architecture for enterprise network security operations without constant human intervention.The company said its agentic network security orchestration platform is built around its Network Knowledge Graph, a live, relational model of the customer's actual environment that is being continuously updated with real-time data.To accelerate the execution of the agentic platform roadmap, Check Point said it has signed a definitive agreement to acquire the Deepchecks team and intellectual property.The Deepchecks platform unifies evaluation, observability, testing, and monitoring, giving teams the visibility and control needed to trust agents in production. the company said.Shares of Check Point were up more than 1% in Tuesday trading.Price: $128.97, Change: $+1.69, Percent Change: +1.33%

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Wire

Check Point Software Technologies Approves $2 Billion Buyback Expansion

Check Point Software Technologies (CHKP) said Monday its board approved a $2 billion expansion of its existing share buyback program.The revised plan extends the company's prior repurchase authorization from July 2024, according to the company.Price: $115.09, Change: $+0.16, Percent Change: +0.14%

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Research

Research Alert: CFRA Maintains Hold Opinion On Shares Of Check Point Software Technologies Ltd.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price to $126 from $178, based on a P/E multiple of 12x our 2026 EPS projection of $10.47, below its three-year average. We increase our 2026 EPS projection to $10.47 from $10.45, but trim our 2027 EPS forecast to $11.43 from $11.58. CHKP delivered mixed Q1 2026 results, with total revenues of $668M growing 5% Y/Y, supported by 11% growth in security subscriptions to $323M. Product revenues declined 3% to $111M due to go-to-market restructuring headwinds. These changes coupled with memory pricing increases have added uncertainty to the pace of appliance refreshes, although we anticipate go-to-market headwinds to stabilize in 2H 2026. Despite the lowered revenue outlook, the firm maintained its non-GAAP EPS and free cash flow guidance, suggesting flexibility to manage costs and margin resilience. Strong free cash flow generation will also support continued share buybacks to drive EPS stability, in our view.

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Research

BofA Securities wngrades Check Point Software Technologies to Neutral From Buy, Price Target is $120

Check Point Software Technologies (CHKP) has an average rating of overweight and mean price target of $142.07, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Wire

Check Point Software Technologies' Q1 Results Disrupted by Changes in Go-To-Market Strategy, RBC Says

Check Point Software Technologies' (CHKP) go-to-market strategy changes have disrupted its Q1 financial performance and are still playing out, RBC Capital Markets said in a note emailed Friday.The company's Q1 results were "disappointing," with almost all key metrics missing analysts' consensus, and full-year 2026 revenue guidance was cut, RBC analysts said. This was mostly due to changes in its go-to-market strategy, wherein account managers were moved into new accounts and roles, creating more disruption than expected, specifically on the firewall refresh and new business, according to the note.Check Point stated that sales should rebound, although analysts noted that Q2 is projected to have a larger decline in product revenue, and return to normal in Q3 and Q4, though declining year-over-year.The company's exposure in the EMEA region also poses a risk as the conflict in the Middle East continues to drag out, the note said.RBC maintained the company's stock rating at sector perform and lowered the price target to $135 from $157.Price: $115.46, Change: $+2.99, Percent Change: +2.66%

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Wire

Check Point Software Delivered 'Disappointing' Q1 Product Growth, Should Now Focus on AI Security, Morgan Stanley Says

Check Point Software Technologies (CHKP) reported disappointing Q1 product growth, and while the company has made changes, it now needs to aggressively position its solutions as customers focus on AI security, Morgan Stanley said Friday.Check Point believes it has made the changes to its go-to-market strategy in recent months. However, following the appointment of the new chief revenue officer, it remains aware that there may be more disruption ahead, the brokerage said.Morgan Stanley said it will be monitoring go-to-market changes, progression of AI security, and the impact of price increases on firewall sales heading into Q2 and in the back half of the year.The brokerage added that it does not see investors returning to Check Point until they are more confident that it can capture growth in firewalls and emerging categories like AI security.Morgan Stanley maintained an equal weight rating on Check Point Software and lowered the price target to $133 from $197.Price: $115.88, Change: $+3.41, Percent Change: +3.03%

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Wire

Wedbush Adjusts Check Point Software Technologies Price Target to $160 From $210, Maintains Outperform Rating

Check Point Software Technologies (CHKP) has an average rating of overweight and mean price target of $155.10, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $115.61, Change: $+3.14, Percent Change: +2.79%

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Wire

UBS Adjusts Price Target on Check Point Software Technologies to $130 From $170, Maintains Neutral Rating

Check Point Software Technologies (CHKP) has an average rating of overweight and mean price target of $155.10, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $115.92, Change: $+3.45, Percent Change: +3.07%

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Wire

RBC Cuts Price Target on Check Point Software Technologies to $135 From $157, Keeps Sector Perform Rating

Check Point Software Technologies (CHKP) has an average rating of overweight and mean price target of $155.10 according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $114.97, Change: $+2.50, Percent Change: +2.22%

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Wire

Update: Check Point Software Shares Decline After Revenue Guidance Cut, Piper Sandler Downgrade

(Updates with stock price move in headline and first paragraph, full-year revenue guidance and analyst downgrade in the sixth and seventh paragraphs.)Check Point Software Technologies (CHKP) shares were down more than 19% in Thursday afternoon trading after the company cut its full-year revenue outlook and Piper Sandler downgraded the stock.The company reported Q1 non-GAAP earnings Thursday of $2.50 per diluted share, up from $2.21 a year earlier.Analysts polled by FactSet expected $2.40.Revenue for the quarter ended March 31 was $668.4 million, up from $637.8 million a year earlier.Analysts surveyed by FactSet expected $672.7 million.The company lowered its 2026 revenue forecast to between $2.77 billion and $2.85 billion from $2.83 billion to $2.95 billion. Analysts expected $2.88 billion.Piper Sandler downgraded the stock to neutral from overweight.Price: $112.94, Change: $-27.02, Percent Change: -19.31%

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Research

Piper Sandler Downgrades Check Point Software Technologies to Neutral From Overweight

Check Point Software Technologies (CHKP) has an average rating of overweight and mean price target of $200.54, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $113.60, Change: $-26.37, Percent Change: -18.84%

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Wire

Truist Cuts Price Target on Check Point Software Technologies to $150 From $175, Keeps Buy Rating

Check Point Software Technologies (CHKP) has an average rating of overweight and mean price target of $200.54, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $115.51, Change: $-24.45, Percent Change: -17.47%

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Research

Research Alert: Chkp Posts Mixed Q1 Performance On Product Sales Headwinds

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CHKP delivered mixed Q1 2026 results with revenue of $668M (+5% Y/Y), missing the consensus by $4.7M, while non-GAAP EPS of $2.50 (+13% Y/Y) beat estimates by $0.10. Security subscriptions maintained strong momentum at $323M (+11% Y/Y), though product revenues declined 3% to $111M due to go-to-market restructuring headwinds. We view the continued double-digit subscription growth as positive, partially offsetting near-term product weakness from organizational changes. Management expressed confidence that restructuring combined with market-leading technology will drive sustainable long-term value. Operating margin declined 80 bps on product mix impacts, reaching 39.7% in Q1. Strong cash generation continued with adjusted FCF of $457M (+11% Y/Y), supporting aggressive capital returns including $325M in share repurchases during the quarter. The company completed $92M in acquisitions of Cyata and Cyclops to expand AI security capabilities.

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Wire

Check Point, Google Cloud Partner on Security for Enterprise AI Agents

Check Point Software Technologies (CHKP) said Wednesday it will serve as a launch partner with Alphabet's (GOOG, GOOGL) Google Cloud to integrate its AI Defense Plane with Google Cloud's Gemini Enterprise Agent Platform.The collaboration aims to enhance security for enterprise AI agents by integrating governance, discovery, and real-time runtime protection, the company said.The system is designed to monitor agent behavior, enforce access and policy controls, and block threats such as prompt injection and data leakage during live AI interactions, it added.Price: $140.65, Change: $+0.57, Percent Change: +0.41%

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Wire

Microsoft, Salesforce Recent Sell-Offs Disconnected From Emerging AI Monetization Opportunities, Wedbush Says

Microsoft (MSFT), Salesforce (CRM) and ServiceNow's (NOW) recent sell-offs amid the broader software disposal are disconnected from the AI opportunities over the coming years, with enterprises moving to integrate AI across their tech stacks on a priority, Wedbush said in a note Monday.The brokerage said its tech team has seen a rapid pace of enterprise AI adoption over the past few weeks, as per conversations with multiple customers and partners across the board including throughout Asia, furthering its enterprise software sector AI monetization thesis.Increased AI usage is also lowering the cost and skill required to execute sophisticated cyber attacks, Wedbush said, adding that AI in cybersecurity does not reduce the need for endpoints and their vendors, but multiplies it as more enterprises deploy LLM-powered agents, meaning more run-time monitoring and identity governance.In this context, Wedbush said its favorites included CrowdStrike (CRWD), Palo Alto Networks (PANW), Zscaler (ZS), Check Point Software (CHKP), and Rubrik (RBRK).Price: $378.62, Change: $+7.75, Percent Change: +2.09%

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