CHKP Stock News & Sentiment

Investors should closely monitor Check Point (CHKP) stock due to recent activity in the options market.

Check Point Software Technologies (CHKP 1.65%) might not be widely recognized in the cybersecurity field, but it has achieved a remarkable 15% increase in 2025. The positive news is that the company appears to be well-equipped to maintain this strong growth moving forward.

Check Point CloudGuard has been acknowledged for its excellent performance in WAF and API security, as well as threat prevention. This highlights its strong cloud security solutions.

I have changed my rating for Check Point Software to 'Hold' because of slowing subscription growth, pressure on profit margins, and a high valuation of 21 times the expected price-to-earnings ratio. In the fourth quarter of 2024, CHKP reported impressive billings growth of 11.2% year-on-year and a notable increase in product revenue, which rose by 8% year-on-year. However, there are worries about a drop in subscription growth from 11.5% to 9.9% year-on-year and a 300 basis points decrease in adjusted EBIT margin.

On February 4, 2025, Check Point Software Technologies Ltd. (NASDAQ: CHKP), a leading company in cyber security, revealed new features for its Infinity Platform. These enhancements aim to speed up zero trust implementation, improve threat prevention, lower complexity, and make security operations easier.

The growth of Quantum Force, Harmony Email, and Infinity Platform solutions has boosted CHKP's sales in the fourth quarter, but rising operating costs have impacted their profits.

Check Point Software Technologies Ltd. (NASDAQ:CHKP) will hold its Q4 2024 Earnings Conference Call on January 30, 2024, at 8:30 AM ET. The call will feature company representatives including Kip Meintzer, Gil Shwed, Nadav Zafrir, and Roei Golan. Participants from various financial institutions will also join the discussion.

Check Point Software (CHKP) reported quarterly earnings of $2.70 per share, which is higher than the Zacks Consensus Estimate of $2.66 per share. This is an increase compared to earnings of $2.57 per share from the same period last year.

Check Point Software Technologies surpassed profit expectations for the fourth quarter on Thursday, with revenue reaching over $2.5 billion in 2024.