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Check Point Software Technologies (CHKP) has an average rating of overweight and mean price target of $142.07, according to analysts polled by FactSet.
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%
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%
Check Point Software Technologies (CHKP) has an average rating of overweight and mean price target of $155.10, according to analysts polled by FactSet.Price: $115.61, Change: $+3.14, Percent Change: +2.79%
Check Point Software Technologies (CHKP) has an average rating of overweight and mean price target of $155.10, according to analysts polled by FactSet.Price: $115.92, Change: $+3.45, Percent Change: +3.07%
Check Point Software Technologies (CHKP) has an average rating of overweight and mean price target of $155.10 according to analysts polled by FactSet.Price: $114.97, Change: $+2.50, Percent Change: +2.22%
(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%
Check Point Software Technologies (CHKP) has an average rating of overweight and mean price target of $200.54, according to analysts polled by FactSet.Price: $113.60, Change: $-26.37, Percent Change: -18.84%
Check Point Software Technologies (CHKP) has an average rating of overweight and mean price target of $200.54, according to analysts polled by FactSet.Price: $115.51, Change: $-24.45, Percent Change: -17.47%
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.
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%
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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