Check Point announced that its Web Application and API Security platform has achieved FedRAMP certification, expanding its government-certified platform. The company says the WAF protects public-sector applications and AI services with pre-emptive threat blocking, bot mitigation, DDoS protection, and GenAI safeguards. The certification makes the product available through the FedRAMP Marketplace for federal agencies to evaluate and procure.
Check Point is named a leader in enterprise firewall solutions
Check Point was named a Leader in Forrester’s Q4 2026 Enterprise Firewall Solutions report, tying for the highest current-offering score and receiving above-average customer feedback. It earned top marks in 15 of 26 criteria, including threat prevention, cloud enforcement, performance, pricing flexibility, and unified management. Forrester highlighted its AI security capabilities.
Check Point appoints Adam Ely as chief business officer
Check Point appointed Adam Ely as chief business officer to lead company-wide strategy and growth across product, go-to-market, corporate development and partnerships. The role is intended to align its four security pillars as the company expands its platform and supports customers’ AI transformation. Ely will also serve as general manager of AI Security.
Check Point's Q2 revenue rises 1% as net income falls 4%
Check Point reported Q2 2026 revenue of $673.6 million, up about 1% year over year, while net income fell 4% to $193.8 million and basic EPS was nearly flat at $1.88. Subscription products, including AI and exposure security, showed strong early growth, with ARR up more than 38% and billings over 47%; subscriptions reached 51% of revenue.
Check Point reports third-quarter revenue of $670 million, down 1%
Check Point reported third-quarter revenue of $669.8 million, down 1% year over year, while adjusted EPS of $2.49 matched estimates. Security subscriptions grew 11% to $338.6 million, but declines in products, licenses, updates and services offset the gain. The company repurchased $325 million of shares, and management said revenue likely troughed in Q3, with gradual improvement expected from Q4.
Check Point forecasts fourth-quarter revenue of $720 million to $770 million
Q4 guidance is revenue of $720 million to $770 million and non-GAAP EPS of $2.71 to $2.83. Management expects gradual product revenue improvement from Q4 and subscription revenue above $1.5 billion in 2027. Firewall price increases, higher memory costs and foreign-exchange headwinds are also expected to affect results.
Check Point shares fall after Q3 results as valuation debate continues
Check Point reported Q3 revenue of $669.8 million and net income of $185.2 million, both down year over year; diluted EPS fell to $1.82 from $3.28. Shares dropped 6.98% on the release and 11.36% for the week. A widely followed valuation narrative estimates fair value at $149 versus a recent close of $141.50, citing cash generation and AI security opportunities but also a slower profit outlook and weak firewall hardware demand.
Check Point launches Maestro MHO 200 for AI data centers
Check Point launched the Maestro MHO 200, an appliance designed to coordinate AI-driven security across high-throughput data centers serving telcos, neoclouds, governments, and colocation operators. The launch supports its AI security and subscription growth strategy, but it remains uncertain whether AI-focused demand will translate into significant subscriptions and large deployments in 2027.
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