CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD

NEUTRAL Impact: 3/10 6-K
Horizon weeks Filed May 11, 2026 Processed 11d 2h ago SEC 0001178913-26-002519
Notable filing: 6-K
Latest settled — T+5d
CHKP ▲ +10.28% at T+5d
NEUTRAL call ✓ call won +10.28% · α vs SPY +10.36% · entry $115.42 → $127.28
Next anchor: T+20d in 18d
Currently $133.26 · +15.46% from $115.42 entry
Entry anchored
May 11, 07:21 AM ET
via Databento tick
T+1d
+0.80%
call +0.80% · α +0.93%
$116.34
settled 10d ago
T+5d
+10.28%
call +10.28% · α +10.36%
$127.28
settled 4d ago
T+20d
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call — · α —
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in 18d
T+60d
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call — · α —
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in 3mo

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Executive Summary

Check Point Software announces a $2.0 billion expansion of its share repurchase program, extending the authorization through the second quarter of 2026. Since inception, the company has repurchased ~230 million shares for ~$17.4 billion. The buyback provides ongoing capital return but does not signal improved fundamentals.

Actionable Insight

Review Check Point's 20-F filed March 31, 2026, for underlying financial trends. The expanded buyback may provide share price support, but without revenue or earnings growth, the program alone is not a strong catalyst. Monitor future quarterly reports for revenue and EPS trends.

Key Facts

  • Board authorized $2.0 billion expansion of share repurchase program on May 11, 2026.
  • As of March 31, 2026, shares outstanding were approximately 104,027,807.
  • Total repurchases since program inception: ~230 million shares for ~$17.4 billion.
  • Prior authorization from July 2024 was completed in Q2 2026.

Financial Impact

$2.0 billion increase in authorized buyback capacity; no financial results reported.

dilutioncash & short-term investments

Risk Factors

  • Buyback may signal lack of attractive reinvestment opportunities.
  • If fundamentals deteriorate, buyback cannot offset declining stock price.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Prepackaged Software
Analyst Consensus
44% bullish (45 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001178913-26-002519
Exhibit: exhibit_99-1.htm0001178913-26-002519
Document: 0001178913-26-002519-index-headers.html0001178913-26-002519
Document: 0001178913-26-002519-index.html0001178913-26-002519
Document: 0001178913-26-002519.txt0001178913-26-002519
2 reports for CHKP
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Reports for CHKP — sortable, filterable
Type Now
May 11, 2026
11d ago
6-K
NEUTRAL ★ 3/10
$115.42 $127.28▲ +10.28%▲ +10.36%$133.26 (+15.46%)
Apr 30, 2026
22d ago
6-K
MIXED ★ 5/10
$112.47 $114.27▲ +1.60%▼ −0.13%$133.26 (+18.49%)
Showing 2 of 2

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