Check Point Software Technologies Ltd (CHKP)

Sep 28, 2026

Clalit Health Services has announced a multi-million-dollar partnership with cybersecurity firm Check Point Software Technologies Ltd. to secure its patient medical data. This collaboration is crucial as Clalit increasingly integrates AI technologies, which have led to a rise in cyberattacks against the healthcare sector. Check Point will develop a comprehensive security framework to protect Clalit's AI applications, medical data, digital assets, and critical infrastructure.

Sep 26, 2026

Check Point Software Technologies Ltd. (NASDAQ:CHKP) has received a consensus "Hold" rating from twenty-seven brokerages, with nineteen analysts recommending a hold and eight suggesting a buy. The average 12-month price target is $148.74. Recent quarterly results showed an EPS of $2.55, exceeding estimates, though revenue of $673.6 million was slightly below expectations and only rose 1.3% year-over-year.

Sep 25, 2026

Check Point Software Technologies (CHKP) recently saw its share price rise above its 200-day moving average to $141.29, although it closed near $136.29. The company beat quarterly EPS estimates ($2.55 vs. $2.45) with revenue up 1.3% year-over-year. Despite institutional investors owning 98.5% of shares, analysts maintain a cautious "Hold" rating with a consensus price target of $148.74.

Sep 23, 2026

Check Point Software Technologies has appointed Krishnan V V as its Managing Director and Country Head for India and South Asia. Krishnan will be responsible for the company's business strategy, P&L performance, go-to-market execution, and organizational development in the region. He brings over three decades of leadership experience from companies like Wipro, Oracle, and Palo Alto Networks.

Sep 23, 2026

Check Point Software Technologies has appointed Krishnan V V as its new Managing Director and Country Head for India and South Asia. Krishnan V V will be responsible for the company's business strategy, P&L, and go-to-market execution in the region, aiming to drive growth amid increasing AI adoption and complex cybersecurity demands. He brings over 30 years of leadership experience from various technology companies, including Palo Alto Networks, Wipro, and Oracle.

Sep 17, 2026

Engineers Gate Manager LP significantly reduced its stake in Check Point Software Technologies Ltd. (NASDAQ:CHKP) by 42.8% in Q2, selling 9,172 shares but still holding 12,253 shares valued at $1.61 million. Despite this, institutional investors collectively own 98.51% of Check Point's shares, with other major firms increasing their positions. Analysts maintain a consensus "Hold" rating for CHKP, with the company recently surpassing quarterly EPS expectations.

Sep 14, 2026

The article argues that the decline in SaaS margins is not primarily due to AI, but rather to flawed pricing strategies and inadequate revenue management infrastructure. Many software companies are struggling to adapt from per-seat pricing to usage or outcome-based models, and a significant percentage still rely on manual processes for revenue calculation, leading to substantial revenue leakage and hindering commercial agility. The author suggests that rebuilding autonomous revenue management engines is crucial for restoring profitability.

Sep 14, 2026

National Pension Service increased its stake in Check Point Software Technologies Ltd. by 114.8% in Q2 2026, acquiring 8,268 additional shares, bringing their total holdings to 15,468 shares valued at $2.03 million. The company reported strong Q2 earnings, beating analyst estimates, and provided Q3 and full-year 2026 guidance. Despite a "Hold" consensus rating from analysts, institutional ownership remains high at 98.51%, though an executive recently sold a portion of their shares.