Check Point has acquired three young cybersecurity companies to further expand its portfolio. The acquisitions were announced at the same time as the publication of the quarterly figures.
Although Check Point‘s profits clearly exceeded expectations, its revenue fell just short of analysts’ forecasts. Investors reacted cautiously, resulting in a sharp drop in the share price, reports SiliconANGLE.
According to Israeli media, the three transactions totaled approximately $150 million. The largest part of this went to Cyclops Security from Tel Aviv. This company developed a technology platform that collects and analyzes large amounts of security data from diverse IT environments. By standardizing information from different sources and enriching it with AI models, the system can identify risks and vulnerabilities. Cyclops focuses on detecting unknown or unmanaged IT resources within corporate networks.
Check Point has also acquired Cyata Security and Rotate. These companies raised more than $8 million in growth capital before being acquired. Cyata develops software that enables organizations to set up control mechanisms for AI agents. IT teams can determine which systems or servers a digital agent is allowed to communicate with. When an agent operates outside the established parameters, the platform can intervene by blocking the activity or requiring human approval first.
Stronger position in MSP segment
Rotate focuses on managed service providers, companies that manage customers’ IT environments. Rotate’s platform helps identify a variety of security risks, ranging from vulnerable devices and weak passwords to phishing attacks. With this acquisition, Check Point aims to strengthen its position within the MSP segment. The company is already active in this segment with, among other things, email security solutions that block malware and ransomware. These activities generated more than $160 million in annual revenue in the past quarter.
Financially, Check Point had a mixed quarter. Revenue grew 6 percent year-on-year to $745 million in the fourth quarter of 2025. This was slightly above the company’s own forecast but just below the average market expectation. Earnings growth was stronger than expected. Adjusted earnings per share came in at $3.40, while analysts had expected $2.77.
For the current quarter, the company expects earnings per share of up to $2.45 and revenue between $655 million and $685 million. With its recent acquisitions, Check Point is focusing on further expanding its security offering, with a stronger emphasis on both AI security and services via MSPs.