Check Point Software Technologies (NASDAQ:CHKP) Given New $150.00 Price Target at UBS Group

Check Point Software Technologies (NASDAQ:CHKP) had its price target lifted by UBS Group from $145.00 to $150.00 in a report issued on Tuesday, Benzinga reports. The firm presently has a “neutral” rating on the technology company’s stock. UBS Group‘s target price would indicate a potential upside of 7.03% from the company’s current price.

Several other research firms have also issued reports on CHKP. Royal Bank Of Canada upped their target price on shares of Check Point Software Technologies from $135.00 to $140.00 and gave the stock a “sector perform” rating in a research note on Tuesday. Mizuho raised their price target on shares of Check Point Software Technologies from $135.00 to $145.00 and gave the company a “neutral” rating in a research report on Thursday, October 15th. Barclays raised their price target on shares of Check Point Software Technologies from $140.00 to $155.00 and gave the company an “equal weight” rating in a research report on Tuesday. Wells Fargo & Company boosted their price target on shares of Check Point Software Technologies from $130.00 to $135.00 and gave the stock an “equal weight” rating in a report on Tuesday. Finally, The Goldman Sachs Group reduced their price objective on shares of Check Point Software Technologies from $168.00 to $150.00 and set a “neutral” rating for the company in a research report on Saturday, August 1st. Ten equities research analysts have rated the stock with a Buy rating and nineteen have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $150.50.

Check Point Software Technologies Stock Down 1.0%

CHKP traded down $1.35 during trading on Tuesday, hitting $140.15. 207,802 shares of the company’s stock were exchanged, compared to its average volume of 1,348,195. The company has a quick ratio of 1.67, a current ratio of 1.67 and a debt-to-equity ratio of 0.72. The business’s 50 day moving average is $137.60 and its two-hundred day moving average is $141.52. Check Point Software Technologies has a fifty-two week low of $112.23 and a fifty-two week high of $206.43. The stock has a market cap of $14.31 billion, a P/E ratio of 14.35, a PEG ratio of 4.44 and a beta of 0.48.

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

Insider Transactions at Check Point Software Technologies

In other news, insider Nataly Kremer sold 3,185 shares of the firm’s stock in a transaction on Thursday, October 22nd. The stock was sold at an average price of $150.08, for a total transaction of $478,004.80. Following the completion of the sale, the insider directly owned 19,347 shares of the company’s stock, 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 SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 29.00% of the stock is owned by company insiders.

Hedge Funds Weigh In On Check Point Software Technologies

Several institutional investors have recently added to or reduced their stakes in the stock. Junto Capital Management LP bought a new position in Check Point Software Technologies in the 2nd quarter worth approximately $72,445,000. Renaissance Technologies LLC purchased a new position in Check Point Software Technologies in the 1st quarter valued at approximately $34,171,000. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in Check Point Software Technologies during the 2nd quarter valued at $25,752,000. Bank of America Corp DE lifted its position in shares of Check Point Software Technologies by 26.6% during the first quarter. Bank of America Corp DE now owns 808,428 shares of the technology company’s stock worth $115,484,000 after acquiring an additional 170,024 shares in the last quarter. Finally, Mizuho Markets Americas LLC lifted its position in shares of Check Point Software Technologies by 633.4% during the first quarter. Mizuho Markets Americas LLC now owns 158,900 shares of the technology company’s stock worth $22,699,000 after acquiring an additional 137,235 shares in the last quarter. Institutional investors own 98.51% of the company’s stock.

Check Point Software Technologies News Summary

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

• Positive Sentiment: Third-quarter EPS of $2.49 slightly exceeded the $2.48 consensus estimate. Full-year 2026 EPS guidance of $10.25–$10.37 is also above the $10.04 analyst consensus, supporting the company’s profitability outlook. Check Point Software Reports 2026 Third Quarter Financial Results
• Positive Sentiment: Check Point’s cloud-based subscription business grew 11% in the third quarter, with strong cash flow and increasing confidence that the company’s transition toward recurring revenue can drive a turnaround. The company also appointed Adam Ely as chief business officer to lead its broader growth strategy, including AI security. Check Point’s Turnaround Could Be Closer Than Investors Think Check Point Appoints Adam Ely as Chief Business Officer
• Positive Sentiment: Barclays raised its price target from $140 to $155 while maintaining an “equal weight” rating. Robert W. Baird retained its “outperform” rating, with a $170 target despite trimming it from $175. Barclays analyst rating Robert W. Baird analyst rating
• Neutral Sentiment: Cantor Fitzgerald reaffirmed its “neutral” rating and set a $150 price target, indicating modest potential upside but limited conviction in the near-term recovery.
• Negative Sentiment: Third-quarter revenue was $669.8 million, slightly below the $672.1 million consensus and down 1.1% year over year. EPS fell sharply from $3.94 a year earlier, while product and license revenue declined 19%, raising concerns about future maintenance revenue. Check Point shares fall after revenue misses
• Negative Sentiment: Fourth-quarter revenue guidance of $720 million–$770 million is below the $787.3 million consensus, and the EPS range of $2.71–$2.83 has a midpoint slightly below expectations. Management said recovery is likely to be gradual, weighing on sentiment.
• Negative Sentiment: A $25 million R&D credit boosted the reported operating margin to 26%; excluding that benefit, the margin would have been approximately 23%, suggesting underlying profitability was weaker.

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.