China’s Cyber Restrictions And Apono Partnership Could Be A Game Changer For Check Point (CHKP)

• In early January 2026, Apono announced a new integration with Check Point Software Technologies, creating a SASE-based Zero Standing Privilege architecture that replaces slow, SCIM-dependent identity syncs with real-time, temporary access controls through Harmony SASE to reduce long-lived permissions in cloud environments.
• Around the same time, Chinese authorities instructed domestic firms to stop using foreign cybersecurity software, explicitly naming Check Point, highlighting how geopolitical and regulatory risks can intersect with the company’s security platform partnerships and cloud-access offerings.
• We’ll now examine how China’s prohibition on certain foreign cybersecurity tools and Check Point’s limited China exposure shape its investment narrative.

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Check Point Software Technologies Investment Narrative Recap

To own Check Point, you generally need to believe its security platform, capital discipline and profitability can matter more than short term sentiment swings. China’s move against foreign cybersecurity tools appears immaterial to near term results given Check Point’s roughly 1 to 2 percent revenue exposure there, while competitive pressure in SASE and cloud security remains the more immediate execution risk.

The fresh Apono integration into Harmony SASE is particularly relevant here, because it speaks directly to that SASE and Zero Trust catalyst. By offering real time, temporary least privilege access rather than slower SCIM based syncs, Check Point is tying its cloud and SASE story to concrete capabilities that could support platform adoption if enterprises keep prioritizing consolidated security architectures.

However, investors should also weigh how concentrated firewall refresh cycles and geopolitical decisions like China’s software ban could…

Read the full narrative on Check Point Software Technologies (it’s free!)

Check Point Software Technologies’ narrative projects $3.1 billion revenue and $989.0 million earnings by 2028. This requires 5.9% yearly revenue growth and about a $130.9 million earnings increase from $858.1 million today.

Uncover how Check Point Software Technologies’ forecasts yield a $226.51 fair value, a 22% upside to its current price.

Exploring Other Perspectives

Four fair value estimates from the Simply Wall St Community span roughly US$108 to US$227 per share, showing how far apart individual views can be. You should weigh these against Check Point’s reliance on firewall refresh cycles and SASE execution, then explore why different investors reach such different conclusions about its future performance.

Explore 4 other fair value estimates on Check Point Software Technologies – why the stock might be worth as much as 22% more than the current price!

Build Your Own Check Point Software Technologies Narrative

Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.

• A great starting point for your Check Point Software Technologies research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Check Point Software Technologies research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate Check Point Software Technologies’ overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

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