12 Best Tech Stocks that Beat Earnings Estimates

10. Check Point Software Technologies Ltd. (NASDAQ:CHKP)

Recent Earnings Report: Q4 EPS $3.40, consensus $2.77

Number of Hedge Fund Holders: 34

On February 13, 2026, Wedbush lowered its price target on Check Point Software Technologies Ltd. (NASDAQ:CHKP) to $210 from $240 and maintained an Outperform rating following the company’s Q4 results. Wedbush said revenue came in roughly in line with the Street and beat on the bottom line, while FY26 guidance was conservative despite strong demand across the product portfolio, with SASE, E-mail, and ERM driving growth. Wedbush added that increased AI adoption is enabling more sophisticated attacks that have shrunk the attack lifecycle from weeks to minutes, reinforcing Check Point’s role as a foundational security layer.

Also on February 13, 2026, Baird analyst Shrenik Kothari lowered the price target to $220 from $245 and kept an Outperform rating after updating the model following Q4 results. Stephens lowered its price target the same day to $210 from $240 and maintained an Overweight rating, describing the quarter as mixed. Stephens said 2026 revenue and operating margin guidance were largely in line with expectations and, while confidence in the pace of improvement is slightly lower, the broader thesis remains intact.

On February 12, 2026, Check Point reported Q4 EPS of $3.40 versus consensus of $2.77 and Q4 revenue of $744.9M versus consensus of $746.42M. Calculated billings reached $1.04B. CEO Nadav Zafrir said the company “delivered solid fourth quarter and full year 2025 results,” with revenue above the midpoint of the outlook and EPS exceeding expectations, driven by customer adoption across the Hybrid Mesh Network and Workspace platforms. He added that in 2026, the company will focus on securing customers’ AI transformation and embedding AI-driven security throughout its portfolio, noting the announced acquisition of Cyata expands its AI security stack.

Check Point Software Technologies Ltd. (NASDAQ:CHKP) develops, markets, and supports IT security products and services globally, providing multilevel security architecture across cloud, network, mobile, endpoints, and IoT environments.