Check Point Software Technologies announces acquisition of Lakera to enhance AI security solutions for enterprises.
Quiver AI Summary
Check Point Software Technologies has announced its agreement to acquire Lakera, a leading AI-native security platform, to enhance its cybersecurity offerings as businesses adopt AI technologies. This acquisition aims to create an end-to-end AI security stack that protects enterprises against emerging AI-related threats, such as data manipulation and exposure. Check Point's CEO, Nadav Zafrir, emphasized the necessity of robust AI-native security, especially as AI applications spread across business processes. Lakera brings advanced runtime protection and a dedicated research team focused on real-time defenses against AI threats, positioning Check Point to lead in AI security solutions. The deal, expected to close in Q4 2025, will establish a Global Center of Excellence for AI Security within Check Point.
Potential Positives
- Check Point is acquiring Lakera, enhancing its ability to provide an end-to-end AI security stack, which positions the company as a leader in the rapidly evolving field of AI security.
- The acquisition allows for the integration of Lakera's real-time AI-native security with Check Point's existing offerings, creating a comprehensive solution to address new vulnerabilities introduced by AI technologies.
- Lakera's proven capabilities with over 98% detection rates and rapid response times will bolster Check Point's existing security measures, enhancing customer confidence in AI adoption.
- Establishing a Global Center of Excellence for AI Security signals Check Point's commitment to innovation and leadership in AI cybersecurity, potentially attracting new clients and partnerships.
Potential Negatives
- Acquiring Lakera may stretch Check Point's resources and management capabilities, as integrating a new entity with a specialized focus on AI security could lead to operational challenges.
- The press release highlights specific capabilities of Lakera, which may raise concerns about whether Check Point's existing products can effectively compete without this new acquisition.
- There is inherent risk associated with the acquisition not meeting expectations, given the forward-looking statements regarding the potential benefits and performance of the new integrated offerings.
FAQ
What is the purpose of Check Point's acquisition of Lakera?
Check Point aims to enhance its AI security capabilities by acquiring Lakera, a leader in AI-native security for Agentic AI applications.
How will this acquisition impact Check Point's security offerings?
The acquisition will enable Check Point to deliver a comprehensive end-to-end AI security stack, enhancing protection for enterprises integrating AI technologies.
What are the unique features of Lakera's platform?
Lakera offers real-time runtime protection, high performance, and continuous intelligence against emerging AI threats, designed specifically for AI-native environments.
When is the Lakera acquisition expected to close?
The transaction is anticipated to close in Q4 2025, pending customary closing conditions.
What is Check Point's vision for AI security?
Check Point aims to lead in AI security by establishing a Global Center of Excellence, focusing on research and innovation in AI protection.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$CHKP Congressional Stock Trading
Members of Congress have traded $CHKP stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CHKP stock by members of Congress over the last 6 months:
- REPRESENTATIVE THOMAS H. KEAN, JR. purchased up to $50,000 on 07/29.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$CHKP Hedge Fund Activity
We have seen 328 institutional investors add shares of $CHKP stock to their portfolio, and 444 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAUSEWAY CAPITAL MANAGEMENT LLC removed 1,929,604 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $439,795,343
- NORGES BANK added 933,899 shares (+40.7%) to their portfolio in Q2 2025, for an estimated $206,625,153
- BLACKROCK, INC. added 868,958 shares (+15.9%) to their portfolio in Q2 2025, for an estimated $192,256,957
- BESSEMER GROUP INC removed 625,962 shares (-95.1%) from their portfolio in Q2 2025, for an estimated $138,494,092
- SCHRODER INVESTMENT MANAGEMENT GROUP added 603,836 shares (+2413.2%) to their portfolio in Q2 2025, for an estimated $133,598,715
- DNB ASSET MANAGEMENT AS removed 553,008 shares (-47.9%) from their portfolio in Q2 2025, for an estimated $122,353,020
- BOSTON PARTNERS removed 516,203 shares (-15.0%) from their portfolio in Q2 2025, for an estimated $114,209,913
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$CHKP Analyst Ratings
Wall Street analysts have issued reports on $CHKP in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 07/31/2025
- Scotiabank issued a "Sector Outperform" rating on 07/31/2025
- Wells Fargo issued a "Overweight" rating on 07/31/2025
- Wedbush issued a "Outperform" rating on 04/24/2025
- BMO Capital issued a "Outperform" rating on 03/28/2025
- B of A Securities issued a "Buy" rating on 03/27/2025
To track analyst ratings and price targets for $CHKP, check out Quiver Quantitative's $CHKP forecast page.
$CHKP Price Targets
Multiple analysts have issued price targets for $CHKP recently. We have seen 15 analysts offer price targets for $CHKP in the last 6 months, with a median target of $220.0.
Here are some recent targets:
- Hamza Fodderwala from Morgan Stanley set a target price of $193.0 on 09/02/2025
- Fatima Boolani from Citigroup set a target price of $200.0 on 08/18/2025
- Saket Kalia from Barclays set a target price of $215.0 on 07/31/2025
- Patrick Colville from Scotiabank set a target price of $220.0 on 07/31/2025
- Matthew Hedberg from RBC Capital set a target price of $207.0 on 07/31/2025
- Andrew Nowinski from Wells Fargo set a target price of $225.0 on 07/31/2025
- Joseph Gallo from Jefferies set a target price of $230.0 on 07/31/2025
Full Release
REDWOOD CITY, Calif., Sept. 16, 2025 (GLOBE NEWSWIRE) -- Check Point ® Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced it has entered into an agreement to acquire Lakera, one of the world’s leading AI-native security platforms for Agentic AI applications. With this acquisition, Check Point sets a new standard in cyber security, becoming able to deliver a full end-to-end AI security stack designed to protect enterprises as they accelerate their AI journey.
“AI is transforming every business process, but it also introduces new attack surfaces,” said Nadav Zafrir, CEO at Check Point Software Technologies. “We chose Lakera because it brings AI-native security, superior precision, and speed at scale. Together, we are setting the benchmark for how enterprises adopt and trust AI.”
Enterprises are rapidly embedding large language models, generative AI, and autonomous agents into core workflows. This accelerates innovation but also expands the attack surface, from data exposure and model manipulation to risks introduced by multi-agent collaboration and autonomous decision-making. As data becomes the new executable and the Internet of Agents takes shape, real-time AI-native security has become a business imperative.
Check Point already secures this transformation through GenAI Protect, SaaS and API security, advanced data loss prevention, and machine learning-powered defenses for applications, cloud, and endpoints. With Lakera, Check Point extends these capabilities to deliver one of the industry’s first end-to-end AI security stack. By combining Lakera’s runtime protection with the AI-powered Check Point Infinity architecture, enterprises can secure the full lifecycle of AI - models, agents and data - enabling them to innovate with confidence, at scale, and without compromise.
“Lakera was purpose-built for the AI era, with real-time runtime security and research at its core,” said David Haber, Co-Founder and CEO at Lakera. “Joining Check Point allows us to accelerate and scale our mission globally. Together we will protect LLMs, generative AI, and agents with the speed, accuracy, and guardrails enterprises need to embrace AI with confidence.”
Founded by AI experts from Google and Meta, Lakera was engineered specifically for AI-native environments. The company operates major AI R&D centers in Zurich and San Francisco. Its flagship solutions, Lakera Red and Lakera Guard, provide pre-deployment posture assessments and real-time runtime enforcement to protect LLMs, AI agents, and multimodal workflows. Lakera’s platform combines advanced runtime protection with continuous red teaming, reinforced by Gandalf, a worldwide leader of adversarial AI network. This unique approach ensures evolving defenses that stay ahead of emerging AI threats, giving enterprises confidence to deploy AI securely and at scale. Lakera is trusted by Fortune 500 enterprises worldwide and powered by a team of 11 PhDs, ensuring both technical rigor and enterprise-grade resilience.
Key strengths of the Lakera platform:
- AI-native protection: Built for AI from the start, Lakera secures LLMs, generative AI, and agents across prompts, RAG, and MCP, providing real-time defenses against prompt injection, data leakage, and model manipulation.
- Proven performance at scale: Delivers detection rates above 98 percent with sub-50ms latency and false positives below 0.5 percent, ensuring enterprises can protect AI-driven workloads without impacting speed or accuracy.
- Continuous intelligence: Powered by Gandalf’s 80 million-plus adversarial patterns and guided by a dedicated AI research team, Lakera’s platform adapts constantly to emerging AI threats.
- Global coverage: Supports more than 100 languages, enabling protection for enterprises around the globe
Upon closing, Lakera will form the foundation of Check Point’s Global Center of Excellence for AI Security, accelerating AI security research, innovation, and integration across the Check Point Infinity Platform , establishing Check Point as a global leader in securing the AI-powered enterprise and shaping the future of AI security.
The transaction is expected to close in Q4 2025, subject to customary closing conditions.
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About Check Point Software Technologies Ltd.
Check Point Software Technologies Ltd. (www.checkpoint.com) is a leading protector of digital trust, utilizing AI-powered cyber security solutions to safeguard over 100,000 organizations globally. Through its Infinity Platform and an open garden ecosystem, Check Point’s prevention-first approach delivers industry-leading security efficacy while reducing risk. Employing a hybrid mesh network architecture with SASE at its core, the Infinity Platform unifies the management of on-premises, cloud, and workspace environments to offer flexibility, simplicity and scale for enterprises and service providers.
Legal Notice Regarding Forward-Looking Statements
This press release contains forward-looking statements. Forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this press release include, but are not limited to, statements related to our expectations regarding our products and solutions and Lakera’s products and solutions, our ability to leverage Lakera’s capabilities and integrate them into Check Point, our ability to deliver end-to-end AI security stack, our foundation of the new Check Point’s Global Center of Excellence for AI Security, and the consummation of the acquisition. Our expectations and beliefs regarding these matters may not materialize, and actual results or events in the future are subject to risks and uncertainties that could cause actual results or events to differ materially from those projected. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 20-F filed with the Securities and Exchange Commission on March 17, 2025. The forward-looking statements in this press release are based on information available to Check Point as of the date hereof, and Check Point disclaims any obligation to update any forward-looking state
About Lakera
Lakera is a leading AI-native security platform for Agentic AI applications, protecting Fortune 500 enterprises and leading technology companies from the emerging AI cyber risks. Lakera’s defenses evolve in real-time to protect enterprises from emerging threats thanks to Gandalf, a world leading red teaming community, and their proprietary AI. Lakera was founded by David Haber, Dr Mateo Rojas-Carulla and Dr Matthias Kraft in 2021, and is dual-headquartered in Zurich and San Francisco. To learn more, visit
Lakera.ai
, play
Gandalf,
and
Gandalf:Agent Breaker
, and visit us on
LinkedIn
.
MEDIA CONTACT: | INVESTOR CONTACT: |
Gil Messing | Kip E. Meintzer |
Check Point Software Technologies | Check Point Software Technologies |
[email protected] | [email protected] |
A video accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/d3fc4407-249c-46bc-94ee-c8d93fbbc370