Check Point Software Tech

At the Technology Leadership Forum 2026, Check Point unveiled a new AI network firewall and is positioning itself as a growth driver with a comprehensive AI security stack. Management said the sales restructuring weighed on the second quarter but expects a trough in the third quarter and a strong recovery in the fourth quarter. CTEM is the fastest-growing product; unbundled subscription services now account for over 30% of subscription revenue and could long-term rise to around 50%. Check Point considers larger acquisitions possible but does not view M&A as a prerequisite for double-digit growth, and expects 2027 to be the turning point for dedicated AI security budgets. » Mais em de.investing.com

Check Point Software shares fell 8.1% in premarket trading after Q2 results missed Wall Street revenue estimates and the company lowered its full-year revenue forecast. Preceding reports of analyst downgrades from JPMorgan and Raymond James, as well as insider sales of around $9.6 million, further weighed on investor sentiment. Although the company unveiled a new AI network firewall (software release R82.20), the product announcement was overshadowed by the disappointing financials. The stock dropped to $128.42, approaching the lower end of its 52-week range of $112.23. » Mais em de.investing.com

Check Point shares fell after Raymond James downgraded the stock from Outperform to Market Perform, following channel checks that showed a broad decline in order intake, a weak deal pipeline and, for the first time, customer churn. Analysts also cited staffing problems at resellers and a gap in endpoint security in an AI-driven market environment. An additional negative note from Cleveland Research on limited upselling opportunities intensified selling pressure; the stock had already lost about 27% over six months and heads into Q2 results on July 30. » Mais em de.investing.com

Options volume for Check Point Software rose to 6,097 contracts, including 5,915 calls — the highest call volume since July 9, 2021. Heavily traded were calls with a $140 strike (including 2,956 contracts expiring Aug. 21, 2026 and 1,345 contracts expiring July 17, 2026) and a $145 call (1,028 contracts). The stock rose 3.69% to $136.28, three-month volatility fell to 43.62%, and the three-month skew to 1.84 percentage points. » Mais em de.investing.com

Check Point is making its cloud firewall and WAF offerings available on the AWS European Sovereign Cloud, enabling European customers to run workloads with full data residency and operational autonomy within the EU. The solution provides protection at the network, workload and application levels and leverages the independent cloud infrastructure, including technical and legal controls. Check Point highlights the importance for regulated organizations; the company reports a market capitalization of $13.7 billion, most recently $2.76 billion in revenue and a gross margin of 88%. » Mais em de.investing.com