Recent discussions on X about Check Point Software Technologies (CHKP) have centered around the company's stock performance and analyst updates. A notable point of conversation is a recent downgrade by a major financial institution, which lowered its price target for CHKP, signaling a cautious outlook on the stock's near-term growth potential. This has sparked varied reactions among users, with some questioning the long-term impact on investor confidence.
Additionally, there’s chatter about the company’s stable yet slow growth, with some on X highlighting its consistent revenue figures but expressing concern over a lack of significant expansion. Posts also reflect on recent institutional moves, such as changes in stakes by large investors, which have added fuel to debates about the stock’s future trajectory. The dialogue remains dynamic as market watchers weigh both the challenges and the steady fundamentals of the cybersecurity giant.
Note: This discussion summary was generated from an AI condensation of post data.
Check Point Software Technologies 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.
Check Point Software Technologies Hedge Fund Activity
We have seen 329 institutional investors add shares of Check Point Software Technologies stock to their portfolio, and 441 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.
Check Point Software Technologies Analyst Ratings
Wall Street analysts have issued reports on $CHKP in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Scotiabank issued a "Sector Outperform" rating on 07/31/2025
- Jefferies issued a "Buy" 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
- Piper Sandler issued a "Overweight" rating on 03/03/2025
To track analyst ratings and price targets for Check Point Software Technologies, check out Quiver Quantitative's $CHKP forecast page.
Check Point Software Technologies Price Targets
Multiple analysts have issued price targets for $CHKP recently. We have seen 18 analysts offer price targets for $CHKP in the last 6 months, with a median target of $222.5.
Here are some recent targets:
- Fatima Boolani from Citigroup set a target price of $200.0 on 08/18/2025
- Roger Boyd from UBS set a target price of $210.0 on 07/31/2025
- Hamza Fodderwala from Morgan Stanley set a target price of $215.0 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
- Matthew Hedberg from RBC Capital set a target price of $207.0 on 07/31/2025
- Saket Kalia from Barclays set a target price of $215.0 on 07/31/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
