Check Point Reports 6% Revenue Growth but Misses Analyst Estimates
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy CHKP?
Source: Benzinga
- Revenue Growth: The Tel Aviv-based company reported a 6% year-over-year revenue increase to $744.90 million, although it fell short of the analyst consensus estimate of $746.21 million, indicating heightened market competition pressures.
- Earnings Beat Expectations: Adjusted EPS of $3.40 significantly surpassed the analyst consensus estimate of $2.77, reflecting strong profitability despite overall revenue missing targets, showcasing effective cost management.
- Security Subscription Growth: Revenue from security subscriptions rose 11.26% year-over-year to $325.1 million, indicating sustained demand for the company's security products, which strengthens its market position amid evolving cybersecurity threats.
- Share Repurchase Program: The company repurchased 2.2 million shares for a total of $425 million during Q4 2025, including $100 million related to the convertible notes offering, demonstrating confidence in its stock value and commitment to returning capital to shareholders.
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Analyst Views on CHKP
Wall Street analysts forecast CHKP stock price to rise
26 Analyst Rating
10 Buy
16 Hold
0 Sell
Moderate Buy
Current: 164.470
Low
195.00
Averages
227.67
High
285.00
Current: 164.470
Low
195.00
Averages
227.67
High
285.00
About CHKP
Check Point Software Technologies Ltd is an Israel-based company primarily engaged in the cybersecurity industry. The Company focuses on providing AI-powered, cloud-delivered security solutions to protect corporate enterprises and governments worldwide. Their key product is the Check Point Infinity Architecture, which is a comprehensive cybersecurity platform. The Platform aims to defend against fifth-generation cyber-attacks across various networks, endpoints, cloud environments, workloads, Internet of Things (IoT), and mobile devices. Apart of that, the Company offers a range of products and services designed to secure IT infrastructure. It integrates advanced threat prevention technologies, including firewall, intrusion prevention system (IPS), antivirus, anti-bot, and sandboxing capabilities.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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