Check Point Software Tech Ltd Stock Price, News & Analysis

Check Point Software (NASDAQ: CHKP) has released its Q1 2025 financial results, showing strong growth across key metrics. The company reported total revenues of $638 million, up 7% year over year, with Products & Licenses revenues increasing 14% to $114 million. Security Subscriptions revenues grew 10% to $291 million.

Financial highlights include a 17% increase in Cash Flow from Operations to $421 million, and Calculated Billings reaching $553 million, up 7%. The company's Remaining Performance Obligation (RPO) grew 11% to $2.4 billion. GAAP EPS increased 7% to $1.71, while Non-GAAP EPS rose 9% to $2.21.

CEO Nadav Zafrir noted strong demand for Quantum Force appliances and highlighted the success of their AI-driven Infinity Platform with its Hybrid Mesh Architecture, which delivered double-digit growth year-over-year.

Check Point Software Technologies (NASDAQ: CHKP) has been named a Leader and the only Outperformer in GigaOm's latest Radar for Enterprise Firewall report, outshining 13 other vendors. The recognition comes from GigaOm's evaluation of their Quantum Security Solutions, highlighting the company's continuous innovation, high performance, and AI-driven capabilities.

The company's strengths include their new Quantum Force series, which reduces power consumption by 50% while improving performance, and their Maestro hyperscale solution supporting up to 1,000 Gbps. Check Point's ThreatCloud AI powers automated threat detection with 50+ AI features, while their Infinity Playblocks system offers 70 pre-configured playbooks and integrates with 20+ third-party solutions.

This recognition follows Check Point's 2025 Security Report findings of a 44% increase in cyber-attacks, emphasizing the growing need for robust security solutions. The company's hybrid mesh firewall was also recently named the #1 AI-powered cybersecurity platform by Miercom.

Check Point Software Technologies (NASDAQ: CHKP) has achieved top recognition for its Infinity Platform in the 2025 Miercom Assessment, establishing it as the leading AI-powered cyber security platform. The platform outperformed competitors in security efficacy, Zero Trust implementation, and ease of use across hybrid networks, endpoints, and cloud environments.

The assessment comes at a critical time, with the 2025 Check Point Security Report showing a 45% increase in cyber-attacks. Miercom's evaluation covered ten important domains, including AI-powered threat analysis, Zero Trust enforcement, SASE capabilities, email security, and mobile threat defense.

Key achievements include superior security efficacy with a 99.9% block rate on new malware, enhanced admin experience through an intuitive user interface, and exceptional Zero Trust implementation capabilities. The platform's AI-driven architecture and hybrid mesh deployment model position Check Point as a frontrunner in next-generation cybersecurity solutions.

Check Point Software Technologies (NASDAQ: CHKP) has announced it will release its first quarter 2025 financial results on Wednesday, April 23, 2025, before U.S. markets open. The cybersecurity solutions provider will host a video conference call with investors at 8:30 AM EST/5:30 AM PST on the same day.

The company will broadcast a live video webcast of the earnings call through their investor relations website at checkpoint.com/ir.

Check Point Software Technologies (NASDAQ: CHKP) has strengthened its position in Attack Surface Management (ASM) following its acquisition of Cyberint, as recognized in the latest GigaOm Radar report. Cyberint, now rebranded as Check Point External Risk Management, was highlighted as a top performer in the Maturity/Platform Play quadrant.

The solution combines automated asset discovery and continuous risk monitoring with advanced threat intelligence, offering comprehensive cyber threat visibility across open, deep, and dark web. Gartner predicts organizations implementing continuous exposure management programs will be 3X less likely to suffer breaches by 2026.

Key features include:

• Augmented threat visibility through continuous scanning
• Proactive security validation with exposure testing
• Advanced threat intelligence powered by Check Point ThreatCloud AI

Check Point Software Technologies (NASDAQ: CHKP) and Variscite have announced a strategic partnership to enhance IoT/embedded device security. The collaboration integrates Check Point's Quantum IoT Protect with Nano Agent technology into Variscite's System on Module (SoM) products.

The Nano Agent provides comprehensive device-level protection against advanced cyber threats, including denial-of-service attacks, malware, botnets, and zero-day vulnerabilities. Key features include:

• Built-in firmware security
• Protection against unauthorized access
• Secure login capabilities
• User data and privacy protection
• Enhanced workload security

The solution features minimal storage, memory, and CPU requirements, and can be easily implemented on Variscite's software platform. Importantly, it helps device manufacturers comply with the EU's new Cyber Resilience Act (CRA), which mandates security requirements for connected devices.

Check Point Software Technologies (NASDAQ: CHKP) has been recognized as a Leader in three GigaOm Radar reports for its CloudGuard solution, covering Application & API Security, Cloud Network Security, and Cloud Workload Security. The recognition highlights the company's platform unification, prevention-first approach, and AI-powered threat prevention capabilities.

CloudGuard's key strengths include AI-driven vulnerability detection, real-time threat detection and response, and automated security policy adaptation across multi-cloud environments. The solution provides comprehensive protection for workloads, applications, and data, featuring extensive hybrid-cloud support and automated configuration enforcement.

Check Point has also announced a strategic partnership with Wiz, a leading CNAPP provider, to enhance their cloud security capabilities. The collaboration aims to strengthen their offerings in hybrid environment support, workload detection and response, and automated configuration enforcement.

Check Point Software Technologies (NASDAQ: CHKP) has announced a strategic partnership with Wiz to enhance cloud security solutions. The collaboration aims to bridge cloud network security and Cloud Native Application Protection (CNAPP) through technological integration and business alliance.

The partnership offers four key benefits: unified security insights through integration of Check Point's network controls within Wiz's CNAPP platform, enhanced risk context with Wiz's analysis feeding into Check Point's platform, improved prioritization of unsecured assets, and optimized security operations with tailored recommendations.

As part of the agreement, Check Point will assist in migrating its CNAPP customers to Wiz and plans to reallocate resources towards cloud security business, including cloud network security, web application firewall (WAF), and generative AI technologies.

Check Point Software Technologies (NASDAQ: CHKP) has achieved industry-leading threat prevention rates according to Miercom's 2025 security benchmark report. The company's Infinity Platform demonstrated a 99.9% block rate on Zero+1 day malware, 99.7% phishing prevention rate, and 98% block rate on high and critical network intrusion exploits.

In Miercom's new firewall comparison using CISA's Known Exploited Vulnerabilities database, Check Point emerged as the most secure with only one KEV, while competitors had between 11 and 21 vulnerabilities. The report evaluated threat prevention across on-premises, cloud, and Firewall-as-a-Service scenarios, with Check Point outperforming competitors in all categories. In SSE/SASE threat prevention, Check Point achieved a 99% block rate, while other vendors ranged from 74% to 96%.