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Check Point ( (CHKP) ) has provided an update.
On February 12, 2026, Check Point Software Technologies reported solid fourth-quarter and full-year 2025 results, with Q4 revenue rising 6% year on year to $745 million and calculated billings up 8% to $1.04 billion. Security subscription revenue grew 11%, while GAAP and non-GAAP EPS jumped 22% and 26%, respectively, aided in part by tax rate reductions and settlements, and full-year 2025 EPS rose nearly 30% on modest top-line growth.
The company ended 2025 with $4.34 billion in cash, boosted by a $2 billion convertible notes offering, and continued aggressive capital returns via $1.4 billion of share repurchases over the year. Strategically, Check Point is sharpening its focus on securing enterprise AI transformation, announcing the acquisition of AI security firm Cyata alongside deals for Cyclops and Rotate in early 2026, following the 2025 purchase of Lakera AI, moves that expand its AI security stack, exposure management capabilities and managed service provider-focused workspace business.
The most recent analyst rating on (CHKP) stock is a Hold with a $220.00 price target. To see the full list of analyst forecasts on Check Point stock, see the CHKP Stock Forecast page.
Spark’s Take on CHKP Stock
According to Spark, TipRanks’ AI Analyst, CHKP is a Outperform.
The score is driven primarily by very strong financial performance (profitability, cash generation, and a debt-free balance sheet) and a generally positive earnings update with raised revenue guidance and strong billings. These strengths are tempered by weak technicals (broad downtrend and negative momentum) and only moderate valuation support at a ~19.8 P/E.
To see Spark’s full report on CHKP stock, click here.
More about Check Point
Check Point Software Technologies is a global cybersecurity company headquartered in Tel Aviv, Israel, best known for its network security, cloud security and endpoint protection platforms. The Nasdaq-listed firm focuses on hybrid mesh network security, secure workspace solutions, exposure management and increasingly AI-driven security offerings for enterprises worldwide.
Average Trading Volume: 1,027,282
Technical Sentiment Signal: Hold
Current Market Cap: $19.39B
For an in-depth examination of CHKP stock, go to TipRanks’ Overview page.