Current stock research snapshot · 8/28/26 Fresh

CHKPCheck Point Software Technologies Ltd.

WATCH

Investment conviction●○○○○1 of 5 · current snapshot

Research target—Current stock price target

Investment thesis statusNEEDS_MORE_DATALast reviewed 8/28/26

Market cap$13.60BSnapshot value · 8/28/26

Research history

What changed

Aug 28, 2026

Coverage
— → Added to coverage

Current investment thesis

Digital Trust > Zero Trust Security > firewall/endpoint platform with high switching cost and recurring subscription attach

Current stock catalysts

Next earnings (last reported 2026-07-30); enterprise security budget cycle; hyperscaler-bundle watch

Current investment risks

Trailing EPS turns negative; Microsoft/Google bundle collapses net-new firewall share; subscription attach rolls over two consecutive quarters

Stock social sentiment

needs X/Reddit sentiment sweep

Snapshot · 8/28/26

Institutional positioning

No positioning snapshot available.

Snapshot · 8/28/26