Israeli cybersecurity firm Check Point Q3 revenue beats estimates

Check Point Software Technologies

28/10/2025 10:12

Overview

Check Point Q3 revenue rises 7% yr/yr, beating analyst expectations

Adjusted EPS for Q3 beats consensus, reflecting strong operational performance

Company acquired Lakera to enhance AI security capabilities

Outlook

Company did not provide specific guidance for future quarters or full-year forecasts

Result Drivers

INCREASED DEMAND - Co attributes strong Q3 results to heightened demand for hybrid-mesh-network, workspace, and external risk management solutions

AI STRATEGY - Acquisition of Lakera strengthens AI-first strategy, enhancing AI-powered security platform

TAX SETTLEMENT - EPS benefited from a tax settlement, adding approximately $1.47 to both GAAP and Non-GAAP EPS

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$678 mln
$673.14 mln (32 Analysts)
Q3 Adjusted EPS
Beat
$3.94
$2.45 (33 Analysts)
Q3 EPS
$3.28


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "strong buy" or "buy", 23 "hold" and no "sell" or "strong sell"

Wall Street's median 12-month price target for Check Point Software Technologies Ltd is $215.00, about 10.8% above its October 27 closing price of $191.72

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nGNX1wHWH1

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)