Check Point Software Technologies (CHKP)
Protects networks, cloud environments, and workspaces through a consolidated cybersecurity platform.
Something off on this page? Send us feedback.
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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Wedbush | Downgrade | Target: $160 | Target: $135 |
| Jul 31, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $168 | Target: $150 |
| Jul 31, 2026 | Roth Capital | Target | Target: $160 | Target: $105 |
| Jul 31, 2026 | UBS | Reiterate | Rating: —Target: $140 | Target: $135 |
| Jul 31, 2026 | Susquehanna | Reiterate | Rating: —Target: $140 | Target: $150 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.28B · Total debt $1.97B · Total assets $7.51B · Shareholders' equity $2.74B
- Revenue
- $673.6M
- Operating income
- $185.1M
- Net income
- $193.8M
No dividends on record.
| Institutions | 73.23% | 74.77M ADS | |
|---|---|---|---|
| 678 holders · as of Jun 30, 2026 | |||
| Insiders | 24.66% | 25.18M ADS | |
| 13 holders · as of Sep 3, 2026 | |||
| Other | 2.11% | 2.15M ADS | |
| remainder | |||
102.10M ADS as of Aug 27, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Dec 2024 annual report; nothing newer is on file here.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Gil ShwedInsiderdirector, 10 percent owner | 24.36% | 24.87M ordinary | filed Aug 3, 2026 |
Massachusetts Financial Services Co /MA/Institution | 8.39% | 8.57M ADS | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 6.94% | 7.08M ADS | as of Jun 30, 2026 |
Acadian Asset Management LLCInstitution | 3.48% | 3.56M ADS | as of Jun 30, 2026 |
Ninety One UK LtdInstitution | 2.50% | 2.55M ADS | as of Jun 30, 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 |
- 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
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Check Point Software Technologies | $131.30 | −2.20% | $13.71B | 13.7 | 12.2 | 5.0 | +1.3% |
| Palo Alto Networks | $367.21 | −1.22% | $302.98B | 844.9 | 87.7 | 26.4 | +34.5% |
| Fortinet | $172.39 | −1.62% | $128.57B | 61.7 | 48.9 | 17.1 | +25.6% |
| Microsoft | $494.98 | −1.32% | $3.72T | 27.9 | 25.2 | 11.2 | +17.8% |
| Cisco Systems | $106.77 | −4.21% | $439.31B | 33.5 | 20.9 | 6.9 | +17.6% |
| Zscaler | $206.70 | −0.21% | $33.49B | — | 42.4 | 10.0 | +24.9% |
| CrowdStrike | $246.74 | −1.05% | $253.90B | 7,104.0 | 175.1 | 47.1 | +25.8% |
| Median | 61.7 | 45.7 | 14.2 | +25.3% |