Check Point Software Technologies LtdCHKP
Price$130.73Intrinsic value$159.2922% above price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
1.8%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
31analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$2.8Bnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
$10.43next fiscal year
As of 18 Aug 2026
Reporting Calendar
EventExpected Date
Q3 2026 Earnings Release28 Oct 2026
Monitoring Framework
Key Performance Indicators
Security Subscription Revenues Quarterly323MTarget: 328000000 - 338000000
Total Revenues Quarterly668MTarget: 660000000 - 690000000
Non-GAAP Operating Margin Quarterly40.0%Target: Maintain ~40% to 41% range
Remaining Performance Obligation (RPO) Quarterly2.6BTarget: Continued single-to-double digit YoY growth
Watch Items
  • Go-To-Market (GTM) Restructuring ExecutionTrigger: Further product revenue declines or prolonged sales cycle disruptions in Q2/Q3 2026Action: Re-evaluate sales leadership performance under newly appointed CRO Sherif Seddik and adjust regional quotas.
  • Firewall Appliance Refresh ActivityTrigger: Product and license revenue falling below $100 million per quarterAction: Accelerate subscription-based virtual firewall promotions and shift R&D focus to cloud-native security.
  • Foreign Exchange (FX) Margin HeadwindsTrigger: USD weakening further against the Israeli Shekel (ILS) causing annual expenses to rise by >$60 millionAction: Implement additional currency hedging strategies and optimize global operational footprint outside Israel.
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Research as of 2 Sep 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.