CHKP · Analysis updated Nov 2, 2026, 10:36 AM ET
Why is Check Point Software Technologies Ltd. (CHKP) stock moving?
Third-quarter revenue fell 1% to $670M, slightly below forecasts, and the fourth-quarter sales outlook was below expectations. The CEO said the 'recovery is taking longer than anticipated'. The stock opened about 10% lower and is now down about 6% at around $144.
News behind the analysis
- Check Point stock falls after lackluster Q3 resultsRevenue -1.1% to $670M vs $672M expected; EPS $2.49 in line; $4.1B cash.
- Why is Check Point Software stock tumbling today?Q4 revenue guide below consensus; CEO: 'the recovery is taking longer than anticipated'; options priced about a 10% move.
- Check Point Stock Sinks 9% as CEO Says Turnaround Is Running Behind ScheduleSubscriptions +11%; $325M buyback; Cowen downgrade; KeyBanc flags weaker partner execution.
- CrowdStrike Slides 3% Despite Deutsche Bank Upgrade and CoreWeave Deal; Fortinet Falls 3%, Palo Alto Drops 2%Whole cybersecurity sector sells off while the Nasdaq-100 rises; Fortinet heading for a record two-day rout after its report.
In the Daily Standout
- November 2, 2026: on the shortlist −5.65%