Check Point announced that it has been named a Leader in the 2025 Gartner Magic Quadrant for Hybrid Mesh Firewalls for execution and completeness of vision
I maintain my hold rating on CHKP, as positives are offset by recurring revenue softness and discounting concerns. Quantum Force appliance refresh and emerging product lines show strong momentum, supporting near-term growth and FY25 targets. Sales execution issues, discounting, and margin pressure raise doubts about sustainable growth and recurring revenue strength.
Wednesday was an eventful day for Check Point Software Technologies (CHKP -14.74%). The company published its latest quarterly earnings report, but this was overshadowed by a big-ticket buyout of a peer company in its native Israel.
Check Point stock has gained 18% in 2025. The cybersecurity firm reported Q2 earnings and revenue that edged by estimates while billings came in light.
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