Check Point Software Technologies Ltd. develops, markets, and supports IT security products and services worldwide. Its multilevel security architecture protects enterprise cloud, network, mobile device, endpoint, information, and IoT environments. Offerings include Mesh Network Security, the Workspace Security Platform, Threat Exposure Management, AI Security platforms, and cybersecurity services such as managed detection and response, incident response, and security consulting. The company was incorporated in 1993 and is headquartered in Tel Aviv-Yafo, Israel.
Check Point's AI security push meets near-term firewall demand surge
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AI security expansion via Amazon Bedrock Check Point will integrate with Amazon Bedrock AgentCore to secure AI agent workflows, adding new product capabilities. This positions Check Point in the fast-growing AI security market, which could attract new customers and support future revenue growth.
Shows a new technology partnership that expands Check Point's addressable market and competitive position.
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Cloud Firewall on AWS European Sovereign Cloud Check Point's Cloud Firewall is now available on the AWS European Sovereign Cloud, letting European firms meet strict data residency rules. This opens a new sales channel in Europe and could boost demand for Check Point's cloud security products.
Highlights a new geographic and regulatory-driven demand opportunity for Check Point.
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Firewall demand surge from price hikes and threats Barclays says enterprises are buying firewalls aggressively to beat upcoming price increases, and the Mythos threat is pulling budget toward security. This benefits Check Point now, but the bank warns it may be pulled-forward demand, which could hurt future comparisons.
Explains a key near-term demand driver and its potential downside, directly affecting CHKP's sales outlook.
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Q2 earnings: subscriptions offset appliance weakness, $2B buyback Check Point's Q2 revenue met expectations as subscription growth (up 12%) offset a 14% drop in appliance sales. Earnings beat guidance, and the company added $2 billion to its buyback, signaling confidence and supporting the stock price.
Provides the latest financial results and capital return news that directly influence investor sentiment and valuation.
Q3 2026
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Check Point's AI security push meets near-term firewall demand surge
▲
AI security expansion via Amazon Bedrock Check Point will integrate with Amazon Bedrock AgentCore to secure AI agent workflows, adding new product capabilities. This positions Check Point in the fast-growing AI security market, which could attract new customers and support future revenue growth.
Shows a new technology partnership that expands Check Point's addressable market and competitive position.
▲
Cloud Firewall on AWS European Sovereign Cloud Check Point's Cloud Firewall is now available on the AWS European Sovereign Cloud, letting European firms meet strict data residency rules. This opens a new sales channel in Europe and could boost demand for Check Point's cloud security products.
Highlights a new geographic and regulatory-driven demand opportunity for Check Point.
▲
Firewall demand surge from price hikes and threats Barclays says enterprises are buying firewalls aggressively to beat upcoming price increases, and the Mythos threat is pulling budget toward security. This benefits Check Point now, but the bank warns it may be pulled-forward demand, which could hurt future comparisons.
Explains a key near-term demand driver and its potential downside, directly affecting CHKP's sales outlook.
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Q2 earnings: subscriptions offset appliance weakness, $2B buyback Check Point's Q2 revenue met expectations as subscription growth (up 12%) offset a 14% drop in appliance sales. Earnings beat guidance, and the company added $2 billion to its buyback, signaling confidence and supporting the stock price.
Provides the latest financial results and capital return news that directly influence investor sentiment and valuation.
News & notes movingCHKP
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Cybersecurity & Digital Trust▼
CyberRatings and NSS Labs Release 2026 Cloud Network Firewall Test Results
CyberRatings.org and NSS Labs released the results of their 2026 Cloud Network Firewall evaluation, in which only four of nine tested products earned a Recommended rating. Each of the four Recommended products achieved Security Effectiveness of 99.7% or higher: Fortinet FortiGate Next-Generation Firewall, HPE Juniper Networking vSRX Next Generation Firewall, Palo Alto Networks VM-Series Next-Generation Firewall, and Versa Networks Next Generation Firewall. Check Point CloudGuard Network Security Next-Gen Firewall earned a Neutral rating despite posting the highest Security Effectiveness at 99.95%, because of its above-average price per Mbps. AWS Network Firewall and Microsoft Azure Firewall both received 0% for Security Effectiveness and were rated Caution, while Google Cloud Platform NGFW Enterprise at 77.45% and Cisco Secure Firewall Threat Defense Virtual at 66.10% also placed in Caution. The tests were run under identical conditions using the NSS Labs Cloud Network Firewall Test Methodology v4.1, with evasions tested through 5,004 attacks spanning 43 techniques across OSI Layers 3, 4, and 7.
Cybersecurity & Digital Trust › Network Security & SASE Competition
Cybersecurity & Digital Trust › Endpoint & Network Security Competition
Cybersecurity & Digital Trust › Cloud & Workload Security Competition
CHKP · Competition · Negative Check Point CloudGuard earned only a Neutral rating despite top security effectiveness due to above-average price per Mbps, while four rivals earned Recommended.
PANW · Technology · Positive Palo Alto Networks VM-Series earned a Recommended rating with 99.7%+ Security Effectiveness in the 2026 Cloud Network Firewall test.
Versa Networks · Technology · Positive Versa Networks Next Generation Firewall was one of only four products to earn a Recommended rating in the 2026 Cloud Network Firewall evaluation.
FTNT · Technology · Positive Fortinet FortiGate NGFW earned a Recommended rating with 99.7%+ Security Effectiveness.
HPE · Technology · Positive HPE Juniper Networking vSRX NGFW earned a Recommended rating with 99.7%+ Security Effectiveness.
AMZN · Technology · Negative AWS Network Firewall scored 0% Security Effectiveness and was rated Caution in the 2026 Cloud Network Firewall test.
Check Point Software Technologies Launches AI Security Tools Amid Mixed Valuation Views
Check Point Software Technologies launched new AI security tools alongside its second quarter 2026 results and fresh third quarter guidance. The company also provided an update on its long-running share repurchase program. The stock last closed at $127.82, while a widely followed valuation narrative pegs fair value at $144.32, implying an 11.4% undervaluation. Analyst price targets range from $120.00 to $201.00, with a consensus of $144.32. The shares have returned 11.22% over the past 90 days but are down 29.39% year to date.
Check Point CRO Sherif Seddik Sells 29% of Holdings for $1.3 Million
Check Point Software Technologies Chief Revenue Officer Sherif Seddik sold 10,272 shares on August 4, 2026, liquidating 29% of his direct equity position for approximately $1.3 million. The transaction was executed at a weighted average price of $123.59, following a 36% decline in the stock over the prior twelve months. After the sale, Seddik retains 24,675 directly held shares worth roughly $3.1 million based on the same day's closing price of $123.92. Check Point, a Tel Aviv-based cybersecurity firm with a $12.8 billion market capitalization, reported trailing twelve-month revenue of $2.8 billion and net income of $1 billion.
Check Point Software Q2 revenue meets expectations as subscription growth offsets appliance weakness
Check Point Software Technologies reported second-quarter results broadly in line with expectations, with total revenue rising 1% year over year to $674 million. Subscription revenue grew 12% to $333 million, offsetting a 14% decline in product revenue tied to weaker firewall-appliance demand. Non-GAAP earnings per share increased 8% to $2.55, exceeding guidance. The company launched an AI Network Firewall as part of its AI Defense Plane, designed to monitor and control prompts, agent actions and model interactions across network, cloud and SASE environments. Management maintained its full-year 2026 outlook despite a back-end-loaded second half, citing a stronger fourth-quarter pipeline, and announced plans to hire about 300 go-to-market employees to support growth in 2027 while expanding its share-repurchase authorization by $2 billion.
Check Point Flags Fully Autonomous AI Attacks in 2026 Security Report
Check Point Software Technologies released its Annual AI Security Report 2026, highlighting the emergence of fully autonomous AI-driven cyberattacks. The report warns that vulnerability windows are sharply compressed, giving defenders less time to identify and patch flaws. It signals that AI is moving from an assistive tool in cybercrime to a central decision maker in live attacks. The findings point to new enterprise security risks as malicious use of AI expands across attack types and targets.
Barclays says IBM capex pivot boosts firewall vendors as Mythos threat eats IT budgets
Barclays analyst Saket Kalia says the enterprise capital expenditure shift that hurt IBM's software sales is a short-term positive for firewall vendors, compounded by an elevated threat environment from Mythos. IBM CEO Arvind Krishna noted clients abruptly moved quarterly capex toward servers, storage, and memory in late June to secure supply-constrained infrastructure ahead of expected price increases. Kalia's channel checks indicate enterprise buyers are aggressively purchasing firewalls to beat impending price hikes driven by rising input costs, benefiting companies like Fortinet, Palo Alto Networks, and Check Point Software. However, Kalia cautioned that this surge may represent pulled-forward demand, potentially creating difficult comparisons in future quarters. He also noted that urgent cybersecurity concerns, specifically the Mythos threat, are cannibalizing broader IT budgets, supporting security spending at the expense of other areas.
Check Point Launches Cloud Firewall on AWS European Sovereign Cloud
Check Point Software Technologies launched its Cloud Firewall on the new AWS European Sovereign Cloud on July 1, 2026, expanding its partnership with Amazon Web Services. The AWS European Sovereign Cloud is an EU-based cloud infrastructure designed to help European enterprises and governments meet strict operational autonomy and data residency mandates. The integration provides highly regulated organizations with prevention-first security and AI-powered threat intelligence across networks and applications.
Cloud & Digital Infrastructure › Mega-cap Hyperscalers ▲Regulation
Cybersecurity & Digital Trust › Network Security & SASE ▲Competition
CHKP · Technology · Positive Check Point launched its Cloud Firewall on AWS European Sovereign Cloud, expanding its product offering for regulated EU customers.
AMZN · Demand · Positive AWS European Sovereign Cloud is a new AWS service that Check Point integrates with, potentially increasing AWS cloud adoption among regulated customers.
Check Point Software to announce second quarter 2026 financial results on July 30
Check Point Software Technologies will release its financial results for the second quarter ended June 30, 2026, on Thursday, July 30, 2026, before the U.S. financial markets open. Management will host a video conference call with the investment community at 8:30 AM EST on the same day. A live video webcast of the call will be available on the company's investor relations website.
Fortinet Expands FortiGate G Series and Launches Cloud SOC Platform
Fortinet has widened its FortiGate G Series with the 3500G and 400G models and launched FortiSOC, a cloud-delivered security operations platform. The FortiGate 3500G targets high-density data centers with 595 Gbps of firewall throughput, while the 400G is aimed at enterprise edges with 164 Gbps. FortiSOC consolidates six SOC functions into a single SaaS experience with embedded agentic AI. These moves follow a first quarter where revenues grew 20% year over year to $1.85 billion, product revenues increased 41% to $645 million, and billings rose 31% to $2.09 billion. Management raised full-year 2026 revenue guidance to between $7.71 billion and $7.87 billion, representing roughly 15% growth.
Check Point Director Sells $3.08 Million in Shares After 40% Stock Decline
Check Point Software Technologies Director Shavit Shenhav Tal sold 25,000 ordinary shares for approximately $3.08 million on June 11, 2026, according to an SEC filing. The transaction was an exercise-and-sell event, with shares acquired via option exercise and immediately sold at a weighted average price of $123.07 per share. The sale reduced Tal's direct ordinary share holdings by 86.18%, leaving 4,008 shares post-transaction. Check Point shares have fallen roughly 40% over the past year, though the company reported 5% revenue growth to $668 million in the first quarter and expanded its share repurchase program by $2 billion in May.
Check Point to integrate with Amazon Bedrock AgentCore for AI agent security
Check Point Software Technologies announced an upcoming integration with Amazon Bedrock AgentCore to extend its security controls into agentic workflows. The integration will provide AI behavioral monitoring for destructive or misaligned actions, AI-native guardrails for prompt attacks and content moderation, and partner-specific detection signals such as prompt injection detection, sensitive data and DLP indicators, content inspection, and behavioral threat detection. These signals feed into AgentCore policy, which acts at the gateway outside the agent's reasoning loop, enabling deterministic, automated enforcement of allow-or-deny decisions for every agent action. Adam Ely, GM of AI Security at Check Point, said the integration helps organizations move beyond defining what agents are permitted to do and toward ensuring they do the right thing.
Cybersecurity & Digital Trust › AI Security & Agent Guardrails ▲Technology
Artificial Intelligence › Agentic AI & Autonomous Workflows Technology
CHKP · Technology · Positive Check Point announces integration with Amazon Bedrock AgentCore to provide AI security for agentic workflows, expanding its product capabilities.
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