Check Point Software Technologies: Analyst Sees Potential Growth Amid Subscription Revenue and Large-Deal Activity.

Check Point Software Technologies is expected to see growth in subscription revenue and large-deal activity, leading to a Buy rating from Wells Fargo analyst Andrew Nowinski. He notes modest improvements in subscription revenue, RPO, and billings, driven by increased large-deal activity and the ongoing firewall refresh cycle. The analyst also highlights the importance of subscription revenue growth, which could see an uptick due to the growing adoption of the Harmony email solution.

Check Point Software Technologies Ltd. (NASDAQ:CHKP) is expected to see growth in subscription revenue and large-deal activity, leading to a Buy rating from Wells Fargo analyst Andrew Nowinski. Nowinski noted modest improvements in subscription revenue, recurring revenue per operating unit (RPO), and billings, driven by increased large-deal activity and the ongoing firewall refresh cycle. The analyst also highlighted the importance of subscription revenue growth, which could see an uptick due to the growing adoption of the Harmony email solution.

In the latest quarter, Check Point Software Technologies reported $2.21 earnings per share (EPS), exceeding the consensus estimate of $2.19 by $0.02. The company's revenue reached $637.80 million, surpassing analysts' expectations of $635.80 million. The technology company's net margin was 32.75%, and its return on equity was 32.88%. These figures indicate a strong performance and a promising outlook for the company.

Several institutional investors have recently increased their stakes in Check Point Software Technologies. Creekmur Asset Management LLC, Edgestream Partners L.P., and others have purchased additional shares in the company, indicating confidence in its growth prospects. Additionally, other analysts have weighed in on the stock, with Scotiabank, Morgan Stanley, and Wedbush setting new price targets and ratings for the company.

The stock performance of Check Point Software Technologies has been mixed in recent months. The stock traded down $1.99 during mid-day trading on Friday, July 19, 2025, reaching $215.48. However, the company has a market capitalization of $23.70 billion, a price-to-earnings ratio of 28.43, and a beta of 0.64, indicating a solid financial position.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-creekmur-asset-management-llc-purchases-new-position-in-check-point-software-technologies-ltd-nasdaqchkp-2025-07-19/
[2] https://www.marketbeat.com/instant-alerts/filing-edgestream-partners-lp-invests-311000-in-check-point-software-technologies-ltd-nasdaqchkp-2025-07-21/