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$CHKP

27 stories mentioning CHKPUpdated 11h ago

Every FINWIRES story that references CHKP, newest first.

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://finwires.com/en/contact)Price: $114.97, Change: $+2.50, Percent Change: +2.22%

$CHKP
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%

$CHKP
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://finwires.com/en/contact)Price: $113.60, Change: $-26.37, Percent Change: -18.84%

$CHKP
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://finwires.com/en/contact)Price: $115.51, Change: $-24.45, Percent Change: -17.47%

$CHKP
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.

$CHKP
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%

$CHKP$GOOG$GOOGL
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%

$CHKP$CRM$CRWD$MSFT$NOW$PANW$RBRK$ZS

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