Check Point Software Technologies (CHKP) is down 4.7% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be lingering investor caution rather than a single fresh headline. With no major new company filing or earnings release posted today, the drop could reflect continued concern about the company’s recently disclosed VPN vulnerability and the weaker product-demand trends that surfaced in its last quarterly report.
Check Point Software, SEC, Yahoo Finance
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$CHKP Insider Trading Activity
$CHKP insiders have traded $CHKP stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $CHKP stock by insiders over the last 6 months:
- YOAV CHELOUCHE sold 25,000 shares for an estimated $3,506,940
- SHENHAV TAL SHAVIT sold 25,000 shares for an estimated $3,076,747
- JERRY T UNGERMAN sold 25,000 shares for an estimated $3,063,632
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$CHKP Hedge Fund Activity
We have seen 285 institutional investors add shares of $CHKP stock to their portfolio, and 341 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CLEARBRIDGE INVESTMENTS, LLC removed 987,465 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $141,059,375
- SCHRODER INVESTMENT MANAGEMENT GROUP removed 878,756 shares (-97.3%) from their portfolio in Q1 2026, for an estimated $125,530,294
- ARIEL INVESTMENTS, LLC removed 464,185 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $66,308,827
- BANK OF NEW YORK MELLON CORP removed 456,790 shares (-69.8%) from their portfolio in Q1 2026, for an estimated $65,252,451
- FREESTONE GROVE PARTNERS LP added 388,273 shares (+inf%) to their portfolio in Q1 2026, for an estimated $55,464,798
- GOLDMAN SACHS GROUP INC added 360,741 shares (+56.4%) to their portfolio in Q1 2026, for an estimated $51,531,851
- MORGAN STANLEY added 297,145 shares (+35.3%) to their portfolio in Q1 2026, for an estimated $42,447,163
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$CHKP Congressional Stock Trading
Members of Congress have traded $CHKP stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 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. sold up to $15,000 on 06/01.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$CHKP Analyst Ratings
Wall Street analysts have issued reports on $CHKP in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
- Susquehanna issued a "Positive" rating on 05/01/2026
- BWG Global issued a "Negative" rating on 04/14/2026
- Stephens & Co. issued a "Overweight" rating on 01/14/2026
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 18 analysts offer price targets for $CHKP in the last 6 months, with a median target of $150.0.
- Patrick Colville from Scotiabank set a target price of $185.0 on 07/06/2026
- John Difucci from Guggenheim set a target price of $188.0 on 07/01/2026
- Keith Bachman from BMO Capital set a target price of $135.0 on 05/04/2026
- Fatima Boolani from Citigroup set a target price of $125.0 on 05/04/2026
- Shyam Patil from Susquehanna set a target price of $140.0 on 05/01/2026
- Peter Levine from Evercore ISI Group set a target price of $130.0 on 05/01/2026
- Dan Ives from Wedbush set a target price of $160.0 on 05/01/2026
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.