Check Point Software Technologies Ltd. logo CHKP - Check Point Software Technologies Ltd.

Price: -- -- | CONSENSUS: Hold DETAILS
STRONG
BUY
0
BUY 26
HOLD 32
SELL 5
STRONG
SELL
0
| PRICE TARGET: $146.30 DETAILS
HIGH: $188.00
LOW: $105.00
MEDIAN: $142.50
CONSENSUS: $146.30
UPSIDE: 6.75%

Stock News

Check Point Software: AI Could Change The Growth Equation

Check Point Software: AI Could Change The Growth Equation

Check Point is undervalued relative to peers, trading below intrinsic value despite strong financials and AI-driven growth potential. Its evolution toward an AI-centric cybersecurity platform, leveraging its installed base and asset-light model, could accelerate revenue and profit growth if fixed costs remain stable. Current valuation assumes revenue growth doubling to 10% in Year 1, yielding an intrinsic value of $166 per share - a 21% margin of safety over the $137 market price.

Sep 06, 2026 08:42 PM seekingalpha.com
Claude says Mythos 5 now available in Claude Security

Claude says Mythos 5 now available in Claude Security

In a blog update, Claude commented on its efforts to help more teams use frontier capabilities for cyber defense. &quot;Claude Mythos 5 is now available in Claude Security, and coming soon to partners&#039; cyber defense tools. We&#039;re also launching a $35M fund to help secure open-source software and sharing plans to expand our Cyber Verification Program. The riskiest behavior occurs when a user has direct access to a model, where a malicious actor can try to steer it toward harmful uses. But if users can only receive specific outputs, such as a patch for a vulnerability or a security alert, that risk is much lower. The changes we&#039;re announcing give users greater access to the defensive results, while maintaining appropriate guardrails around direct access to the model: Claude Mythos 5 integration into the tools defenders rely on. We&#039;re working with our cybersecurity technology and services partners to integrate Claude Mythos 5 into the products and services defenders already use to secure their software. Claude Security scans can now run on Claude Mythos 5. Customers on Claude Enterprise plans can now run our most capable model in Claude Security, using it to scan their codebases for security vulnerabilities and suggest patches.$35M in credits for open-source security. Our new Defender Advantage Fund will provide $35M in credits to organizations working to patch vulnerabilities in open-source projects, automate parts of the process of scanning and patching open-source software, and experiment with new security approaches. Expanding our Cyber Verification Program. The program already gives vetted defenders reduced safeguards on Opus and Sonnet models. In the coming weeks, we will expand this program to include broader dual-use capabilities on Opus and Sonnet, with Mythos-class access to follow... We will continue to work with government partners, organizations, open-source maintainers, and the broader industry to build the resilient cyber infrastructure today&#039;s highly capable AI models demand.&quot; Publicly traded companies in the space include Check Point (CHKP), CrowdStrike (CRWD), CyberArk (CYBR), F5 (FFIV), Fortinet (FTNT), Gen Digital (GEN), Okta (OKTA), Palo Alto Networks (PANW) and Qualys (QLYS). <a class="reference_link" href="https://claude.com/blog/bringing-claude-mythos-5-to-more-defenders" target="new">Reference Link</a>

Aug 21, 2026 09:20 AM https://thefly.com
Check Point Software Technologies: Subscription Growth Improved And Valuation Is Now Cheap (Rating Upgrade)

Check Point Software Technologies: Subscription Growth Improved And Valuation Is Now Cheap (Rating Upgrade)

Check Point Software Technologies Ltd. (CHKP) is upgraded to Buy as subscription growth accelerates to 12% y/y, reversing prior recurring-revenue softness. CHKP's new AI Network Firewall and Verity products are expected to sustain subscription momentum and drive future recurring revenue growth. Product revenue declined 14% y/y, but easier H2 comps and go-to-market restructuring are positioned to support a recovery in the second half.

Aug 14, 2026 07:01 AM seekingalpha.com
Check Point Revolutionizes the Firewall Market: New AI Network Firewall Closes the Network's AI Blind Spot -- Everywhere

Check Point Revolutionizes the Firewall Market: New AI Network Firewall Closes the Network's AI Blind Spot -- Everywhere

With the new AI Network Firewall, Check Point is the first to deliver AI security from the physical firewall organizations already run — extending the AI Defense Plane across their network providing security teams visibility and control over AI use by employees, applications, and agents, with no new infrastructure REDWOOD CITY, Calif., July 30, 2026 /PRNewswire/ -- Check Point® Software Technologies Ltd.

Jul 30, 2026 02:30 AM prnewswire.com
Traders Purchase Large Volume of Call Options on Check Point Software Technologies (NASDAQ:CHKP)

Traders Purchase Large Volume of Call Options on Check Point Software Technologies (NASDAQ:CHKP)

Check Point Software Technologies Ltd. (NASDAQ: CHKP - Get Free Report) was the target of unusually large options trading activity on Thursday. Stock traders bought 11,718 call options on the stock. This represents an increase of approximately 595% compared to the typical volume of 1,685 call options. Analyst Upgrades and Downgrades A number of research analysts

Jul 17, 2026 12:21 AM defenseworld.net

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