US · Technology · Software - Infrastructure
EPS came in at 2.05 against a street estimate of 1.95 — a beat of 5.1%.
Analysts rate Check Point Software Technologies Ltd a buy (16 buy, 22 hold, 0 sell out of 38) with an average price target of $146.63.
MIXED Q2 flat revenue masked 12% subscription growth. Firewall appliance demand weak; management confident Q3 is trough, Q4 rebounds. Hiring 300 salespeople for 2027 growth, not 2026. Q2 2026 Geographic mix stable; no material shifts reported. Analysts pressed on aggressive Q4 guidance requiring record revenue, softness in firewall vs. peers, and whether sales hiring impacts 2026. Management emphasized internal execution recovery, strong qualified pipeline, and deferred benefit of hiring to 2027. 2026-07-30…
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| Fund | Stake |
|---|---|
| Massachusetts Financial Services Company | 7.78% |
| BlackRock Inc | 6.34% |
| Boston Partners Global Investors, Inc | 2.74% |
| Ninety One UK Limited | 2.50% |
| First Trust Advisors L.P. | 2.50% |
| Ameriprise Financial Inc | 2.48% |
| DnB NOR Asset Management (Asia) | 1.97% |
| State Street Corp | 1.78% |
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Google PlayApp StoreData updated 2026-09-18.