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Check Point Software rises as cybersecurity shares gain on stronger spending outlook

Investivoq PriceTracker

Check Point Software Technologies (CHKP) is up 3.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied mainly to a broader rally in cybersecurity stocks after investors reacted to signs of improving enterprise security spending. A second likely tailwind is heightened urgency around newly disclosed critical web-software vulnerabilities, which can increase attention on security vendors such as Check Point.

Details:

  • Cybersecurity shares moved higher over the last two sessions as investors rotated into the group on expectations that enterprise security budgets may strengthen into year-end.
  • Two critical PHP vulnerabilities were disclosed and patched this week, with reports of exploitation attempts emerging soon after, putting network and application defense back in focus.
  • Check Point’s most recent quarterly filing showed second-quarter 2026 revenue of $674 million, security subscription revenue of $333 million, remaining performance obligation of $2.6 billion, and non-GAAP diluted EPS of $2.55.
  • The company has also set November 2, 2026 for its third-quarter results, which may be helping traders position ahead of the next major update.

    • Sources:

    Investing.com, SecurityWeek, SEC, Check Point Software

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $CHKP Insider Trading Activity

    CHKP Insider Trades

    $CHKP insiders have traded $CHKP stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

    Here’s a breakdown of recent trading of $CHKP stock by insiders over the last 6 months:

    • YOAV CHELOUCHE sold 25,000 shares for an estimated $3,506,940
    • SHENHAV TAL SHAVIT sold 25,000 shares for an estimated $3,076,747
    • JERRY T UNGERMAN sold 25,000 shares for an estimated $3,063,632
    • SHERIF SEDDIK (Chief Revenue Officer) sold 10,272 shares for an estimated $1,269,505

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $CHKP Hedge Fund Activity

    We have seen 264 institutional investors add shares of $CHKP stock to their portfolio, and 396 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • NORGES BANK removed 2,615,355 shares (-66.4%) from their portfolio in Q2 2026, for an estimated $343,736,107
    • ACADIAN ASSET MANAGEMENT LLC added 1,957,215 shares (+122.5%) to their portfolio in Q2 2026, for an estimated $257,236,767
    • BOSTON PARTNERS removed 1,791,861 shares (-64.1%) from their portfolio in Q2 2026, for an estimated $235,504,291
    • VICTORY CAPITAL MANAGEMENT INC removed 1,657,498 shares (-98.4%) from their portfolio in Q2 2026, for an estimated $217,844,962
    • UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,261,314 shares (-99.7%) from their portfolio in Q2 2026, for an estimated $165,774,499
    • HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added 998,668 shares (+inf%) to their portfolio in Q2 2026, for an estimated $131,254,935
    • ALYESKA INVESTMENT GROUP, L.P. added 852,049 shares (+399.7%) to their portfolio in Q2 2026, for an estimated $111,984,800

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $CHKP Congressional Stock Trading

    Members of Congress have traded $CHKP stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.

    Here’s a breakdown of recent trading of $CHKP stock by members of Congress over the last 6 months:

    • REPRESENTATIVE THOMAS H. KEAN, JR. has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 06/01.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $CHKP Analyst Ratings

    Wall Street analysts have issued reports on $CHKP in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Susquehanna issued a "Positive" rating on 05/01/2026

    To track analyst ratings and price targets for $CHKP, check out Investivoq's $CHKP forecast page.

    $CHKP Price Targets

    Multiple analysts have issued price targets for $CHKP recently. We have seen 12 analysts offer price targets for $CHKP in the last 6 months, with a median target of $135.0.

    Here are some recent targets:

    • Patrick Colville from Scotiabank set a target price of $185.0 on 07/06/2026
    • John Difucci from Guggenheim set a target price of $188.0 on 07/01/2026
    • Keith Bachman from BMO Capital set a target price of $135.0 on 05/04/2026
    • Fatima Boolani from Citigroup set a target price of $125.0 on 05/04/2026
    • Shyam Patil from Susquehanna set a target price of $140.0 on 05/01/2026
    • Peter Levine from Evercore ISI Group set a target price of $130.0 on 05/01/2026
    • Dan Ives from Wedbush set a target price of $160.0 on 05/01/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.