Check Point Software Technologies (NASDAQ:CHKP) Stock Price Target Raised at Barclays

Check Point Software Technologies (NASDAQ:CHKP) had its target price hoisted by Barclays from $140.00 to $155.00 in a research note issued to investors on Tuesday, Benzinga reports. The firm presently has an “equal weight” rating on the technology company’s stock. Barclays‘s target price suggests a potential upside of 9.54% from the stock’s current price.

Several other analysts have also issued reports on the company. JPMorgan Chase & Co. lowered Check Point Software Technologies from an “overweight” rating to a “neutral” rating and set a $135.00 target price on the stock. in a research note on Monday, July 27th. Raymond James Financial lowered Check Point Software Technologies from an “outperform” rating to a “market perform” rating in a report on Wednesday, July 15th. Wells Fargo & Company set a $135.00 price objective on Check Point Software Technologies in a research note on Tuesday. UBS Group restated a “neutral” rating and issued a $145.00 price objective on shares of Check Point Software Technologies in a research note on Thursday, October 15th. Finally, The Goldman Sachs Group dropped their price objective on shares of Check Point Software Technologies from $168.00 to $150.00 and set a “neutral” rating on the stock in a report on Saturday, August 1st. Ten investment analysts have rated the stock with a Buy rating and nineteen have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $150.50.

Check Point Software Technologies Stock Down 7.0%

Check Point Software Technologies stock opened at $141.50 on Tuesday. The firm has a 50 day moving average price of $137.60 and a 200-day moving average price of $141.52. The company has a quick ratio of 1.67, a current ratio of 1.67 and a debt-to-equity ratio of 0.72. Check Point Software Technologies has a twelve month low of $112.23 and a twelve month high of $206.43. The company has a market capitalization of $14.45 billion, a P/E ratio of 14.48, a P/E/G ratio of 4.44 and a beta of 0.48.

Check Point Software Technologies (NASDAQ:CHKP) last posted its quarterly earnings data on Monday, November 2nd. The technology company reported $2.49 EPS for the quarter, beating the consensus estimate of $2.48 by $0.01. Check Point Software Technologies had a return on equity of 38.80% and a net margin of 37.93%. The business had revenue of $669.80 million for the quarter, compared to the consensus estimate of $672.06 million. During the same quarter in the prior year, the business earned $3.94 earnings per share. Check Point Software Technologies’s revenue for the quarter was down 1.1% on a year-over-year basis. As a group, equities analysts predict that Check Point Software Technologies will post 8.45 EPS for the current year.

Insider Transactions at Check Point Software Technologies

In other Check Point Software Technologies news, insider Nataly Kremer sold 3,185 shares of the firm’s stock in a transaction dated Thursday, October 22nd. The stock was sold at an average price of $150.08, for a total value of $478,004.80. Following the completion of the transaction, the insider owned 19,347 shares in the company, valued at $2,903,597.76. This trade represents a 14.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 29.00% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in CHKP. Lazard Asset Management LLC grew its position in Check Point Software Technologies by 16.2% during the first quarter. Lazard Asset Management LLC now owns 809,115 shares of the technology company’s stock worth $115,582,000 after buying an additional 112,713 shares in the last quarter. Bank of America Corp DE raised its holdings in shares of Check Point Software Technologies by 26.6% in the 1st quarter. Bank of America Corp DE now owns 808,428 shares of the technology company’s stock valued at $115,484,000 after acquiring an additional 170,024 shares in the last quarter. Sound Shore Management Inc. CT boosted its position in shares of Check Point Software Technologies by 22.1% during the 1st quarter. Sound Shore Management Inc. CT now owns 518,529 shares of the technology company’s stock valued at $74,072,000 after acquiring an additional 93,945 shares during the last quarter. Junto Capital Management LP bought a new stake in shares of Check Point Software Technologies during the 2nd quarter valued at about $72,445,000. Finally, Swedbank AB grew its holdings in shares of Check Point Software Technologies by 1.0% during the first quarter. Swedbank AB now owns 458,650 shares of the technology company’s stock worth $65,518,000 after purchasing an additional 4,490 shares in the last quarter. 98.51% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Check Point Software Technologies

Here are the key news stories impacting Check Point Software Technologies this week:

• Positive Sentiment: Third-quarter adjusted EPS was $2.49, narrowly above the $2.48 analyst consensus. Full-year 2026 EPS guidance of $10.25-$10.37 is also above the $10.04 consensus, supporting expectations for solid profitability. Check Point Software third-quarter earnings results
• Positive Sentiment: Management described the current period as a potential trough and expects a gradual recovery, although the timing remains uncertain. The company continues to report strong profitability, including a 37.93% net margin and 38.80% return on equity.
• Neutral Sentiment: Full-year 2026 revenue guidance of $2.7 billion-$2.8 billion is broadly aligned with the $2.8 billion consensus, but the range leaves limited room for upside. Check Point Software reports third-quarter financial results
• Negative Sentiment: Third-quarter revenue was $669.8 million, below the $672.1 million consensus and down 1.1% year over year. Earnings declined sharply from $3.94 per share in the prior-year quarter, reinforcing concerns about slowing growth. Check Point reports in-line third-quarter EPS
• Negative Sentiment: Fourth-quarter revenue guidance of $720 million-$770 million is well below the $787.3 million consensus, while the EPS range of $2.71-$2.83 brackets but centers below the $2.81 estimate. This implies near-term pressure on sales and likely delayed recovery. Check Point shares fall after revenue miss
• Negative Sentiment: Products and licenses revenue fell 19%, a potentially significant issue because weaker new sales can reduce future maintenance revenue. A $25 million research-and-development credit also lifted operating margin to 26%; excluding the credit, margin would have been about 23%.

About Check Point Software Technologies

Check Point Software Technologies Ltd. is a cybersecurity company that develops products and services designed to protect organizations, governments and consumers from cyber threats. Its offerings help secure networks, cloud environments, endpoints, mobile devices, data and remote access, with capabilities including threat prevention, firewall protection, intrusion prevention, email security and security management.

The company organizes its portfolio under platforms that include Quantum for network security, CloudGuard for cloud security and Harmony for user, endpoint and remote-access protection.