Check Point Software Technologies Ltd (CHKP)

This article details the historical holdings of Check Point Software Technologies Ltd (CHKP) by the Mid-Cap Value Portfolio. As of June 30, 2026, the portfolio held 0 shares of CHKP, with estimated total gains of $730,233.05. The article outlines the purchase and sale history of CHKP shares by the Mid-Cap Value Portfolio, along with related news articles about the company.

Westport Asset Management Inc. has acquired a new stake of 32,300 shares, valued at $4.25 million, in Check Point Software Technologies Ltd. (NASDAQ:CHKP), making it their 20th-largest portfolio holding. Despite institutional investors owning 98.51% of the company, analyst sentiment is mixed, with a consensus "Hold" rating and an average target price of $149.67. Check Point Software Technologies recently exceeded quarterly earnings expectations with an EPS of $2.55 and revenue of $673.6 million.

Nadav Zafrir, CEO of Check Point Software, discusses the company's expansion in India, its role as a key market and R&D hub, and the challenges of AI regulation. He emphasizes the need for a "Goldilocks balance" between leveraging AI technologies and mitigating risks, advocating for descriptive and collaborative AI regulation. Zafrir also addresses increasing cybersecurity investments and the evolving security landscape.

The education sector is experiencing a surge in cyberattacks as the back-to-school season begins, maintaining its position as the most targeted industry globally. Threat actors are exploiting this busy period with increased phishing campaigns, malicious domain registrations, and credential theft attempts, affecting students, educators, and institutions. Educational organizations are advised to enhance their cybersecurity measures, including staff and student training, multi-factor authentication, regular updates, and continuous monitoring, to mitigate these growing risks.

Check Point Research has uncovered "StopAndProtect," a large-scale cyber operation that utilizes thousands of compromised WordPress sites to distribute malware, control infected machines, and steal data. The operation combines file encryption with data theft, employing a toolkit of malicious software components including ransomware, data stealers, and a custom chat application for attacker-victim communication. Significant operational security failures by the attackers allowed researchers to access detailed infection logs, screenshots of victims' machines, and the source code of their management tools, revealing the global scale of the campaign with victims predominantly in the US, Russia, and India.