Check Point Software Tech (CHKP) Buy, Sell or…

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Check Point Software Tech (CHKP)

130.57

+4.56 (3.62%)

as of Jul 24, 2026, 8:00:00 pm Market Open.

44 watching

Investor Insights

Jul 26, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Check Point Software Tech (CHKP-Q), once heralded as a leading contender in the cybersecurity field, appears to be facing challenges that have diminished its market appeal. While it is still regarded as a solid offering, expert reviews indicate that it struggles to compete with more dynamic rivals like Palo Alto Networks (PANW). Investors seeking value may find CHKP-Q's metrics appealing; however, there is skepticism about its growth potential, especially in a sector where value investing often clashes with technological advancements. Many experts express the need for increased stability and a clearer upside potential before committing to an investment in Check Point, indicating a cautious approach towards this stock's future performance.

Consensus

Cautious

Valuation

Fair Value

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PAST TOP PICK

(A Top Pick Apr 06/21, Up 25%) Cybersecurity is a big secular growth area. Lots of pressure to make sure telecommunications are secure, especially as people work remotely. He'd buy it here.

BUY

Owns stock and likes the tremendous returns on capital/asset light business. Losing market position to competitors. Developing new products that are state of the art. Deferred revenue at 12-14%, is a great predictor of growth.

TOP PICK

An Israeli cyber-security firm. Great balance sheet with no debt. Free cashflow growth is positive. The company is a SaaS and revenues have been lumpy over the past little while. Next year should be better. Cyber security is a big issue around the world. An area that will continue to grow and this company can grow with the sector successfully over the next few years. (Analysts’ price target is $132.11)

TOP PICK

Very good area in tech going forward. People working outside the office has created a lot of IT issues in cybersecurity. He anticipates better numbers in the next several quarters. No dividend. (Analysts’ price target is $133.47)

TOP PICK

It trades at 17x PE. Cybersecurity will be an big issue as companies around the world (the recent MSFT breach is an example). We've digitized so quickly during Covid, so that's led to more security problems, and this won't go away. Federal governments around the world are looking into these bad actors. CHKP has many new products coming to serve the cloud business. They beat their quarter, but offered poor guidance, because they're moving to a subscription-based operation. That said, he expects growth in several more quarters. (Analysts’ price target is $133.10)

BUY

It's an overlooked cybersecurity play, a trend that he sees enduring from last year into 2021.

COMMENT

A security company. He is very positive on the fibre security market, but trying to pick names in this area without doing a lot of work is challenging. Earnings from a lot of these companies has been extremely variable. This is one of the names that you could own, because the firm is quite large and global in scope. You might also want to consider an ETF like PureFunds ISE Cyber Security (HACK-N), which would give you exposure to all the different names.

TOP PICK

Provide security for network communications. One of the leaders in their area. Growth rate has been tremendous. Good earnings.

TOP PICK

Top Short This is a dual pick measuring relative performance. Go long on NSCN-Q and short on CHKP-Q. Checkpoints revenue is flat. Net Screen is taking market share from Checkpoint and growing their revenues. Use STOP LOSSES.

BUY

No debt, good cash position, high margins, decent P/E. Has a lot of good prospects.

PAST TOP PICK

(Was a top pick on May 9/03. Up 18%.) Still likes. Will be volatile. Will take some gains whne it reaches the $20 mark.

TOP PICK

Earnings are good.

PAST TOP PICK

(Was a top pick on May 3. Down 19%.) Still likes. Leading security software provider. Being Israeli has created pressure on the stock.

DON'T BUY

Software sales are slow. Wait to see which companies will survive.

PAST TOP PICK

(Was a top pick on Sept 5. Down 5.4%.) Stil likes.

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Check Point Software Tech (CHKP)