Check Point recorded a slight decline in revenue in the third quarter, expects improvement starting from the fourth quarter

Check Point reported a 1.1% decline in revenue in the third quarter to $670 million, slightly below analyst expectations. CEO Nadav Zafrir estimates the trough is behind the company and improvement will begin in the fourth quarter. Non-GAAP net profit stood at $2.49 per share.

Cybersecurity company Check Point concluded the third quarter of 2026 with a slight 1.1% decline in revenue compared to the same quarter last year, to approximately $670 million, slightly below analyst expectations of around $672 million. Non-GAAP net profit stood at $2.49 per share, in line with forecasts. CEO Nadav Zafrir said the company estimates the revenue trough occurred in the third quarter, and expects gradual improvement starting from the fourth quarter. Zafrir noted that revenue from security subscriptions grew by 11%, supported by strong demand for email security, CTEM, and AI. The company's stock has lost 18% since the start of the year, but has recovered 35.2% from its annual low in April. The company's market cap stands at $15.5 billion.

Check Point recorded a slight decline in revenue in the third quarter, expects improvement starting from the fourth quarter