• In late September 2025, Check Point Software Technologies announced the global launch of its integrated cloud security solution with Wiz, along with achieving full FedRAMP authorization for its Infinity Platform for Government at the Moderate Impact Level.
• These announcements highlight Check Point's expanding role in AI-powered and compliance-driven cybersecurity, enhancing prevention capabilities for both enterprise and government clients across complex digital environments.
• We'll explore how securing full FedRAMP authorization may shape Check Point's future opportunities and affect its longer-term investment thesis.

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Check Point Software Technologies Investment Narrative Recap

To be a shareholder in Check Point Software Technologies, you need to believe the company can maintain steady earnings and revenue growth by innovating in AI-powered and compliance-focused cybersecurity, despite macroeconomic headwinds and tough competition. The recent global launch of its integrated cloud security solution with Wiz and the achievement of FedRAMP authorization are promising, yet do not materially change the most immediate catalyst, Quarterly earnings momentum, and do little to mitigate the largest risk, which remains potential deal delays in a volatile macro environment.

The FedRAMP authorization for Check Point’s Infinity Platform for Government is highly relevant, making its solutions procurement-ready for US federal agencies. This strengthens Check Point's long-term positioning, though it may take time before recurring government contracts significantly contribute to near-term earnings, so the main focus stays on enterprise sector catalysts.

But investors should watch for the impact of delayed deals in uncertain economic conditions, since...

Check Point Software Technologies is projected to reach $3.1 billion in revenue and $989.0 million in earnings by 2028. This outlook assumes a 5.9% annual revenue growth rate and an earnings increase of $130.9 million from the current earnings of $858.1 million.

Uncover how Check Point Software Technologies' forecasts yield a $223.05 fair value, a 11% upside to its current price.

Exploring Other Perspectives

Three Simply Wall St Community fair value estimates for Check Point Software range from US$161.96 to US$223.05, revealing a spread of views. As you weigh these opinions, remember that deal timing in a volatile macro environment could directly influence Check Point’s revenue trajectory.

Explore 3 other fair value estimates on Check Point Software Technologies - why the stock might be worth as much as 11% more than the current price!

Build Your Own Check Point Software Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Check Point Software Technologies research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Check Point Software Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Check Point Software Technologies' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.