Check Point Software Technologies Ltd. develops, markets, and supports a range of products and services for IT security worldwide. It provides a multilevel security architecture that defends enterprises’ cloud, network, mobile devices, endpoints information, and IOT solutions. The company offers Mesh Network Security, which comprises Firewall, Maestro Hyperscale Firewall, Firewall Software R82.10, Spark Firewall, and AI Powered Security Management for hybrid cloud, internet and perimeter gateways, and branch locations. It also provides Workspace Security Platform, including email, endpoint, mobile, browser, and XDR security solutions across devices, browsers, SaaS apps, and remote access. In addition, the company offers Threat Exposure Management platforms comprising threat intelligence, vulnerability detection and prioritization, and safe remediation. Further, it offers AI Security platforms comprising workforce and agent security, and red teaming solutions. Additionally, the company offers cyber security services, including managed detection and response, incident response, security consulting and managed, security consulting, professional, and training services. The company also provides technical customer support programs and plans; professional services in implementing, upgrading, and optimizing its products comprising design planning and security implementation; and certification and educational training services on its products. Check Point Software Technologies Ltd. was incorporated in 1993 and is headquartered in Tel Aviv-Yafo, Israel.
Competitive Challenges | Delve into Check Point's battle against Cisco, Fortinet, and Palo Alto Networks while navigating the extended hardware refresh cycle that's expected to sustain growth through 2026. |
Analyst Outlook | Average price target stands at $231, with ratings ranging from Neutral to Overweight, reflecting mixed sentiment about Check Point's ability to shed its legacy vendor image. |
Financial Momentum | Impressive 16% year-over-year billings growth in Q3 2025 showcases Check Point's execution strength, with projected EPS of $9.60-10.20 for FY2025 and $9.95-10.42 for FY2026. |
Strategic Evolution | Check Point transforms under new CEO Nadav Zafrir, focusing on long-term growth through SASE expansion, GenAI security with Lakera acquisition, and organizational restructuring. |
Metrics to compare | CHKP | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipCHKPPeersSector | |
|---|---|---|---|---|
P/E Ratio | 13.5x | 28.7x | 12.7x | |
PEG Ratio | 0.46 | 5.38 | 0.01 | |
Price / Book | 4.9x | 5.6x | 2.4x | |
Price / LTM Sales | 5.2x | 4.3x | 2.3x | |
Upside (Analyst Target) | 48.5% | 73.2% | 26.9% | |
Fair Value Upside | Unlock | 11.8% | 3.4% | Unlock |