CHKP — Check Point Software Technologies Ltd

Technology · Software - Infrastructure · AI software & cloud infrastructure

About Check Point Software Technologies Ltd

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 saf

AI software & cloud infrastructure

These companies provide the cloud platforms, model-serving, databases and infrastructure software that AI applications run on. Revenue is increasingly tied to AI workloads and consumption-based cloud spending. The economics favor scale and switching costs, but the group carries high expectations and heavy capital spending on data centers, and faces questions about how quickly AI usage converts into durable profit. Check Point Software Technologies Ltd is tracked in this sub-theme as a Software - Infrastructure name — see the full AI software & cloud infrastructure list.

Key data · delayed ~15 min, as of 8 July 2026

Ticker	CHKP
Company	Check Point Software Technologies Ltd
Price	$138.87
Market cap	$14.0B
Sector / industry	Technology / Software - Infrastructure
Performance	1W +6.8% · 1M +2.4% · 1Y -37.7%
Analyst mean target	$146 (32 analysts, buy)

Valuation read

What the price implies: a reverse-DCF on forward earnings ($11.42/sh) backs out roughly ~-1%/yr earnings growth — very low — the market prices near-flat or declining earnings; on cyclicals that's the cycle speaking. Run your own scenario in the fair-value calculator.

Chart

Related in AI software & cloud infrastructure

MSFT ORCL PLTR PANW CRWD FTNT NET MDB OKTA ZS S PATH AI

See the full picture on the AI stocks bubble map, gauge froth with the AI bubble-risk index, or stress-test your exposure.

Run a fair-value read on CHKP — free.

Create a free Santro AI account to run unlimited valuations, save CHKP to a watchlist, and set price alerts.

Create a free account →

Market data is delayed ~15 minutes and provided for education, not as financial advice. "Hot" means attention, not direction.