Check Point (CHKP – Research Report), the Technology sector company, was revisited by a Wall Street analyst today. Analyst Brian Essex from J.P. Morgan upgraded the rating on the stock to a Buy and gave it a $255.00 price target.
Brian Essex has given his Buy rating due to a combination of factors that highlight Check Point’s strategic positioning and growth potential. The company’s focus on platform development and innovation is starting to yield positive results, positioning it for accelerated growth in the latter half of 2025 and into 2026. Check Point’s emphasis on quality, integration, and ease of use has established it as a leader in Network Security products, and recent investments in sales and marketing are beginning to pay off, suggesting a shift towards higher growth rates.
Moreover, the company’s management changes, with Gil Shwed stepping into an Executive Chair role and Nadav Zafrir as the new CEO, are expected to drive a more dynamic sales strategy. This, combined with the momentum of the Quantum product cycle and increasing subscription growth, particularly in emerging markets, positions Check Point to benefit from industry trends. The stock’s current valuation, at approximately 18 times the 2026 free cash flow, presents an opportunity for both fundamental and multiple-driven upside, justifying the upgrade to an Overweight rating and an increased price target of $255.