Check Point Software Technologies Ltd. ($CHKP) Stock Forecast: Up 6.0% Today

What is Check Point Software Technologies Ltd.?

Check Point Software Technologies (CHKP) is an Israeli cybersecurity company known for its AI-powered, cloud-based security solutions. The company is currently transitioning to an AI-focused, prevention-first approach to address emerging cyber threats.

Why is Check Point Software Technologies Ltd. going up?

CHKP stock is up 6.0% on Feb 13, 2026 16:06

• Check Point Software Technologies saw a significant uptick in its stock price despite recent challenges and market volatility.
• Investor enthusiasm for the company's shift towards AI-driven cybersecurity and recent acquisitions aimed at bolstering AI capabilities likely fueled the upward trend.
• While analysts have revised down price targets and the stock price has experienced fluctuations, the market appears to be responding favorably to Check Point's strategic moves and growth prospects.
• The release of Q1 2026 earnings guidance, which fell short of expectations, initially triggered some market negativity. However, subsequent acquisitions and the strategic shift seem to have instilled confidence among investors, leading to the positive movement.

CHKP Price Chart

CHKP Technical Analysis

CHKP News

Check Point’s AI Shift Tests Valuation As Growth Targets And Stock Soften

Check Point Software Technologies is transitioning its cybersecurity platform to an AI-driven, prevention-first model to address new cyber threats, integrating recent acquisitions to enhance AI capabilities. This strategic shift occurs as the stock has experienced a recent decline, trading approximately 24% below analyst targets. Investors are watching closely to see how this new approach will impact product adoption, revenue forecasts, and execution given the current share price is near its estimated fair value.

https://simplywall.st/stocks/us/software/nasdaq-chkp/check-point-software-technologies/news/check-points-ai-shift-tests-valuation-as-growth-targets-and

Truist Cuts Price Target on Check Point Software Technologies to $200 From $225, Keeps Buy Rating

Truist has lowered its price target on Check Point Software Technologies (CHKP) to $200 from $225 while maintaining a Buy rating on the stock. The announcement was made by MT Newswires on February 12, 2026, and published by MarketScreener. Check Point Software Technologies is an Israeli cybersecurity company specializing in AI-powered, cloud-delivered security solutions, which includes its comprehensive Check Point Infinity Architecture to protect against cyber threats.

https://www.marketscreener.com/news/truist-cuts-price-target-on-check-point-software-technologies-to-200-from-225-keeps-buy-rating-ce7e5ddada8ff02c

Check Point Software Technologies Ltd. (NASDAQ:CHKP) Given Consensus Rating of "Moderate Buy" by Brokerages

Check Point Software Technologies Ltd. (NASDAQ:CHKP) has received a "Moderate Buy" consensus rating from twenty-two brokerages, with an average 12-month price target of $225.90. Despite beating Q4 EPS estimates and raising FY2026 EPS guidance, the company's Q1 revenue outlook disappointed, causing a negative market reaction. Institutional investors, including Norges Bank, have significantly increased their stakes in CHKP, while the company maintains a strong financial position with substantial cash reserves and recent strategic acquisitions to bolster its AI and security capabilities.

https://www.marketbeat.com/instant-alerts/check-point-software-technologies-ltd-nasdaqchkp-given-consensus-rating-of-moderate-buy-by-brokerages-2026-02-13/

Check Point Software Technologies (NASDAQ:CHKP) Releases Q1 2026 Earnings Guidance

Check Point Software Technologies (NASDAQ:CHKP) has released its Q1 2026 earnings guidance, projecting EPS between $2.35 and $2.45, and revenue between $655 million and $685 million, both falling short of consensus estimates. This guidance caused the stock to drop by 6.8%. The company also reported mixed Q4 results, with an EPS beat largely due to a one-time tax benefit, and announced three acquisitions to expand its AI and security offerings.

https://www.marketbeat.com/instant-alerts/check-point-software-technologies-nasdaqchkp-releases-q1-2026-earnings-guidance-2026-02-12/

Check Point announces three startup acquisitions after mixed quarter

Check Point Software Technologies Ltd. has acquired three venture-backed cybersecurity startups—Cyclops Security Ltd., Cyata Security Ltd., and Rotate Inc.—for an estimated $150 million, coinciding with a mixed quarterly earnings report. While the company exceeded profit expectations, its sales slightly missed estimates, leading to a nearly 7% drop in share price. These acquisitions aim to enhance Check Point's capabilities in areas like data lake analysis for threat detection, AI agent cybersecurity, and platforms for managed service providers.

https://siliconangle.com/2026/02/12/check-point-announces-three-startup-acquisitions-mixed-quarter/

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Check Point Software Technologies Ltd. Price History

09.03.2025 - CHKP Stock was up 5.5%

• Check Point Software Technologies Ltd (CHKP) observed a significant uptrend today, gaining traction in cutting-edge threat prevention solutions.
• Year-to-date, the stock surged by 15%, propelled by the increasing popularity of Quantum Force appliances and the Infinity platform, indicating a robust market interest in cybersecurity solutions.
• The growing necessity for strong cybersecurity measures in light of surging cyber threats likely played a role in CHKP stock's bullish trajectory, attracting investors seeking to leverage the rising demand for advanced threat prevention technologies.

13.00.2026 - CHKP Stock was down 6.0%

• Concerns may have arisen among investors due to Check Point's implementation of Apono's Zero Standing Privilege (ZSP) architecture to enhance its SASE strategy, leading to uncertainty regarding the company's ability to effectively adopt the platform amidst competitive pressures.
• Despite surpassing earnings projections for the quarter and receiving favorable evaluations from analysts, conflicting perspectives on the stock's valuation likely contributed to the negative market performance.
• The increased holdings from SG Americas Securities LLC and significant ownership by hedge funds and institutional investors indicate strong interest in the company. However, today's market reaction suggests some level of uncertainty or caution among traders.

28.09.2025 - CHKP Stock was up 5.7%

• CHKP stock saw notable gains after surpassing earnings expectations and achieving 7% revenue growth in the latest quarter.
• The market showed enthusiasm for the high demand for AI security solutions provided by Check Point Software Technologies Ltd.
• Strong financial results and optimistic projections probably instilled confidence in investors regarding the company's expansion prospects, driving the substantial increase in stock price.

24.03.2025 - CHKP Stock was up 5.2%

• Despite a 7% YoY revenue growth to $637.8M, Check Point Software's stock dropped due to concerns over rising operating margin and expenses.
• The market may have reacted negatively to the weaker margin and expense increases despite the company beating Q1 earnings estimates.
• Investors might be uncertain about the company's ability to maintain strong product growth in the face of rising expenses, leading to the stock decline.
• Overall, the bullish movement in CHKP's stock today could be attributed to investors reassessing the company's long-term growth potential despite short-term concerns over expenses.

25.03.2024 - CHKP Stock was down 5.0%

• Check Point Software reported a decline in revenue from Products and licenses by 7.1% to $100.3 million, despite exceeding expectations for EPS and revenue in Q1 2024.
• The appointment of Mike Dube as Chief Revenue Officer at Aqua Security, a competitor in the cloud native security market, may have raised concerns about potential competition for Check Point Software.
• Despite disclosing strong Q1 financials, the market may have reacted negatively to the decline in revenue from core products, leading to the bearish movement in CHKP stock today.

29.09.2024 - CHKP Stock was down 13.8%

• Check Point Software Technologies reported fiscal third-quarter revenue growth of 7% year-on-year, slightly missing analyst estimates.
• Despite a significant 11.5% increase in security subscriptions revenue, the company faced margin pressure due to rising expenses.
• The market reacted negatively to the mixed earnings report, leading to the bearish movement in CHKP stock today.
• Investors may have been disappointed by the margin slip and the failure to meet revenue expectations, causing a sell-off in the stock.

13.01.2026 - CHKP Stock was up 6.0%

• Check Point Software Technologies saw a significant uptick in its stock price despite recent challenges and market volatility.
• Investor enthusiasm for the company's shift towards AI-driven cybersecurity and recent acquisitions aimed at bolstering AI capabilities likely fueled the upward trend.
• While analysts have revised down price targets and the stock price has experienced fluctuations, the market appears to be responding favorably to Check Point's strategic moves and growth prospects.
• The release of Q1 2026 earnings guidance, which fell short of expectations, initially triggered some market negativity. However, subsequent acquisitions and the strategic shift seem to have instilled confidence among investors, leading to the positive movement.

11.06.2024 - CHKP Stock was up 1.1%

• The partnership with Logix InfoSecurity for enhanced email security highlights Check Point's dedication to broadening its cybersecurity portfolio, potentially increasing investor confidence.
• Check Point's emphasis on using AI for safeguarding data and promoting business expansion is capturing the attention of major investors, indicating optimism about the company's future prospects.
• The company's strategic efforts to improve cybersecurity solutions and profitability are believed to have influenced the positive movement in CHKP stock today.

12.01.2026 - CHKP Stock was down 5.0%

• Check Point Software Technologies' Q4 results were a mix of positive and negative outcomes, as it outperformed earnings predictions but fell slightly short on revenue, leading to a bearish market response.
• The announcement of three acquisitions in Q1 prompted investor concerns regarding integration complexities and potential dilution of profits.
• Despite notable growth in its SECaaS sector, Check Point faces tough competition from established firms like Fortinet and Palo Alto Networks, which may have contributed to the prevailing bearish sentiment.
• The decision by Allianz Asset Management GmbH to reduce its stake further fueled the negative market sentiment, hinting at diminishing confidence in the company's future prospects.

24.06.2024 - CHKP Stock was up 7.2%

• CHKP stock experienced a strong bullish movement today.
• The bullish trend can be attributed to Check Point Software's impressive Q2 2024 earnings report, where they beat both EPS and revenue estimates.
• The announcement of a new CEO, Nadav Zafrir, likely instilled confidence in investors, signaling a positive growth trajectory for the company.
• The rise in revenue and security subscriptions, along with the CEO transition, contributed to the overall positive sentiment surrounding CHKP stock.

24.06.2024 - CHKP Stock was up 5.1%

• Check Point Software Technologies Ltd. reported strong financial results for Q2 2024, with revenue growth of 7% year-on-year, surpassing analyst expectations. This positive performance likely contributed to the bullish movement in the stock.
• The appointment of Nadav Zafrir as the new CEO, a renowned Cyber Security leader, brought a sense of confidence and optimism among investors, reflecting positively on the stock price.
• The transition of the current CEO, Gil Shwed, to the role of Executive Chairman also indicates a smooth leadership succession plan, which is viewed favorably by the market.
• Overall, the combination of robust financial results and strategic leadership changes at Check Point Software likely fueled investor enthusiasm and drove the bullish movement in the stock.

07.03.2025 - CHKP Stock was up 5.1%

• Check Point Software's bullish movement can be attributed to the upcoming announcement of its first-quarter financial results, generating positive anticipation among investors.
• The acquisition of Cyberint and the recognition as a leader in Attack Surface Management have bolstered Check Point Software's reputation in the cybersecurity sector, leading to increased investor confidence and driving the stock price higher.
• The company's continuous efforts to strengthen its offerings and expand its market presence have likely contributed to the positive market sentiment surrounding Check Point Software, reflecting in today's bullish movement.