Check Point Software shares rise 5.08% after-hours after Q4 earnings beat and AI security deals boost optimism.

Check Point Software Technologies surged 5.08% in after-hours trading following the release of fourth-quarter earnings that exceeded estimates and revenue growth. The company also announced AI-focused acquisitions and 2026 revenue guidance, reinforcing its strategic pivot toward AI-driven cybersecurity. Analysts highlighted the stock's potential undervaluation, with a fair value estimate of $217.63 versus its closing price of $164.47, while Wedbush maintained an overweight rating with a $205.32 price target. Although Mizuho and TD Cowen recently lowered their price targets, the immediate upward move appears driven by the earnings beat and optimism around the AI expansion narrative, which aligns with the company's long-term growth trajectory.