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Check Point Software Technologies Ltd. (CHKP) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Check Point is undervalued relative to peers, trading below intrinsic value despite strong financials and AI-driven growth potential. Its evolution toward an AI-centric cybersecurity platform, leveraging its installed base and asset-light model, could accelerate revenue and profit growth if fixed costs remain stable. Current valuation assumes revenue growth doubling to 10% in Year 1, yielding an intrinsic value of $166 per share - a 21% margin of safety over the $137 market price.
REDWOOD CITY, Calif., Sept. 2, 2026 /PRNewswire/ -- Check Point® Software Technologies Ltd.
In a blog update, Claude commented on its efforts to help more teams use frontier capabilities for cyber defense. "Claude Mythos 5 is now available in Claude Security, and coming soon to partners' cyber defense tools. We're also launching a $35M fund to help secure open-source software and sharing plans to expand our Cyber Verification Program. The riskiest behavior occurs when a user has direct access to a model, where a malicious actor can try to steer it toward harmful uses. But if users can only receive specific outputs, such as a patch for a vulnerability or a security alert, that risk is much lower. The changes we're announcing give users greater access to the defensive results, while maintaining appropriate guardrails around direct access to the model: Claude Mythos 5 integration into the tools defenders rely on. We're working with our cybersecurity technology and services partners to integrate Claude Mythos 5 into the products and services defenders already use to secure their software. Claude Security scans can now run on Claude Mythos 5. Customers on Claude Enterprise plans can now run our most capable model in Claude Security, using it to scan their codebases for security vulnerabilities and suggest patches.$35M in credits for open-source security. Our new Defender Advantage Fund will provide $35M in credits to organizations working to patch vulnerabilities in open-source projects, automate parts of the process of scanning and patching open-source software, and experiment with new security approaches. Expanding our Cyber Verification Program. The program already gives vetted defenders reduced safeguards on Opus and Sonnet models. In the coming weeks, we will expand this program to include broader dual-use capabilities on Opus and Sonnet, with Mythos-class access to follow... We will continue to work with government partners, organizations, open-source maintainers, and the broader industry to build the resilient cyber infrastructure today's highly capable AI models demand." Publicly traded companies in the space include Check Point (CHKP), CrowdStrike (CRWD), CyberArk (CYBR), F5 (FFIV), Fortinet (FTNT), Gen Digital (GEN), Okta (OKTA), Palo Alto Networks (PANW) and Qualys (QLYS). <a class="reference_link" href="https://claude.com/blog/bringing-claude-mythos-5-to-more-defenders" target="new">Reference Link</a>
On August 17, 2026, Check Point Software Technologies Ltd (CHKP) shares fell 3.6% to a current price of $127.01. This decline comes amid a challenging year, wit
Check Point Software Technologies Ltd. (CHKP) is upgraded to Buy as subscription growth accelerates to 12% y/y, reversing prior recurring-revenue softness. CHKP's new AI Network Firewall and Verity products are expected to sustain subscription momentum and drive future recurring revenue growth. Product revenue declined 14% y/y, but easier H2 comps and go-to-market restructuring are positioned to support a recovery in the second half.
Check Point Software Technologies NASDAQ: CHKP sees 2027 as a potentially significant year for artificial intelligence-related cybersecurity spending as customers move from experimentation toward more deliberate budgeting, according to Global Head of Investor Relations Kip Meintzer.
The transaction involved 10,272 shares executed at a weighted average price of $123.59 on August 4, 2026, for a total value of ~$1.3 million. The disposition reduced the insider's total direct equity holdings in the company by 29%.