Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

CHECK POINT SOFTWARE TECHNOLOGIES LTD
Next earnings Jul 28, 2026 (before open) · consensus $2.50 EPS, $690M rev
A 38.8%-net-margin cybersecurity cash machine growing again and buying back $1.4B of stock at just 12.7x earnings.
Sources: SEC EDGAR (CIK 0001015922, latest 4 filed 2026-06-15) · EODHD · analysis by claude-code · as of 6/21/2026, 8:46:36 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~190% below fair value) — the rarer case where both the business and the entry look good.
Check Point is a rare combination of software-quality economics and a value multiple. FY2025 revenue grew 6.3% to $2.73B, net income jumped 25.0% to $1.06B (EPS $9.62, +29.0%), and the margin profile is elite: 30.5% operating margin, 38.8% net margin and a 36.7% return on equity. This is a capital-light model — just $26.6M of capex — that converts profit straight into cash, generating $1.20B of operating cash flow (+14.0%). The five-year history shows steady revenue progression ($2.17B to $2.73B) with FY2025 marking an acceleration in earnings.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.17B | $2.33B | $2.41B | $2.56B | $2.73B |
| Gross profit | — | — | — | — | — |
| Operating income | $908M | $884M | $899M | $876M | $831M |
| Net income | $816M | $797M | $840M | $846M | $1.06B |
| Diluted EPS | $6.08 | $6.31 | $7.10 | $7.46 | $9.62 |
| Net margin | 37.6% | 34.2% | 34.8% | 33.0% | 38.8% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
1 sell · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 3 sales
| 2026-06-11 | Shavit Shenhav Tal Director | Sell | 25.0K @ $123.07 | $3.08M |
| 2026-06-11 | UNGERMAN JERRY T Director | Sell | 25.0K @ $122.55 | $3.06M |
| 2026-06-02 | Chelouche Yoav Director | Sell | 25.0K @ $140.28 | $3.51M |
| 2026-05-26 | SHWED GIL Director | Gift | 3.00K | |
| 2026-05-10 | Golan Roei Chief Financial Officer | Award | 658.00 | |
| 2026-05-10 | Kremer Nataly Chief Product Officer | Award | 658.00 |