Check Point Software shares rise 6.59% intraday as AI-driven cyber threats boost profit outlook and Q4 results exceed expectations.

Check Point Software Technologies surged 6.59% intraday after reporting stronger-than-expected fourth-quarter results and outlining a strategic pivot to AI-driven cybersecurity. The company exceeded non-GAAP EPS guidance by 22.7%, with subscription revenue growing 11% to $325 million and total revenue rising 6% to $745 million. Key drivers included a repositioning around AI security, exposure management, and hybrid network solutions, supported by acquisitions of Cyclops, Cyada, and Lakera. Management highlighted a $2.83–$2.95 billion 2026 revenue outlook, 4–8% growth, and a 12% subscription growth midpoint. The stock’s rally aligned with optimism over its AI-focused platform, which addresses rising cyber threats and enterprise demand for secure AI adoption, reinforcing long-term growth prospects.