Check Point acquires three startups for over $150M to strengthen AI security and MSP offerings

Check Point Acquires Three Startups For AI Security, MSP Expansion

The cybersecurity vendor announced it has acquired Cyata, Cyclops Security and Rotate. Check Point Software Technologies announced Thursday that it has acquired three early-stage vendors in areas including AI security and MSP tooling. The cybersecurity vendor revealed that it acquired Cyata, Cyclops Security and Rotate this quarter. [Related: Check Point CEO Nadav Zafrir On Push To 'Up Our Game' With The Help Of Partners] Terms of the acquisition deals were not disclosed. A report from Calcalist pegged the deals for Cyata and Cyclops at a combined $150 million. Cyata offers an "end‑to‑end" AI security platform, with a particular focus on the discovery of agents, according to Check Point. The startup's technology provides agent discovery across endpoint devices and SaaS environments while "providing context, configuration and risk," Check Point said in a news release. Cyclops Security specializes in exposure management, and the addition of the company's technology will allow Check Point to deliver a "complete" offering in CTEM (continuous threat exposure management), according to the vendor. Cyclops' CAASM (cyber asset attack surface management) capabilities provide discovery of all assets -- spanning cloud, on-premises data centers, OT (operational technology) and SaaS -- as well as continuous monitoring of the assets, Check Point said. Rotate has offered an "all-in-one" MSP platform, according to Check Point. The startup was acquired primarily for its team, which will enable Check Point to "further accelerate the strong Workspace momentum in the MSP market," the vendor said in its release. The newly announced series of acquisitions follow Check Point's deal in September 2025 for Lakera, a developer of AI-native security platforms for agentic AI applications. Earlier in 2025, Check Point announced reaching a deal to acquire Veriti, a startup that "pioneered" the category of pre-emptive exposure management, according to the cybersecurity vendor.

Check Point buys 3 Israeli startups for over $150m

Israeli cybersecurity company Check Point Software Technologies Ltd. (Nasdaq: CHKP) has reported its fourth quarter and full year 2025 results and at the same time announced the acquisition of three Israeli startups: Cyata, Cyclops, and the employees of Rotate. No financial details were disclosed but market sources estimate that the three acquisitions will cost more than $150 million. Cyclops was founded in 2022 by CEO Eran Zilberman, CTO Elay Gueta and CPO Biran Franco. The company raised $13.25 million in a seed round, according to Check Point, lewd by Merlin Ventures and with participation from Ibex Investors, Tal Ventures, Insight partners and private investors. It has over 20 employees. Cyclops has developed a platform for enterprise attack surface management and mitigation (CAASM), which provides a unified and continuous visibility into all cyber assets in an organization -- cloud, identities, endpoints, servers, applications and SaaS environments. At the core of the solution, an agentic AI layer operates that analyzes the relationships between assets, vulnerabilities and the business context, identifies control gaps, prioritizes exposures by business impact and proactively guides the user to insights and risk mitigation steps. The technology will integrate with Check Point's Exposure Management platform and strengthen its management capabilities through autonomous analytics, intelligent correlation and dynamic and context-based risk prioritization. The second acquisition is of Cyata, which was founded in 2024 by CEO Shahar Tal, who formerly worked for Check Point, together with CTO Baruch Weitzman, and VP R&D Dror Roth. All three are graduates of the IDF 8200 intelligence unit. The company has completed a $8.5 million seed round led by TLV Partners with participation from Kedem Partners and private investors including former Cellebrite CEO Yossi Carmil. The company has about 20 employees and has developed a platform for managing identities and permissions of AI Agents operating in the enterprise environment. The system continuously maps all active agents, identifies their permission level, analyzes activity patterns and enables real-time control and policy enforcement. The technology will be integrated into Check Point's AI Security platform and will add a layer of governance, detection capabilities and dedicated controls for autonomous agents, as part of expanding protection to the world of Agentic AI. In addition, Check Point has acquired the employees of Rotate. The company was founded in 2023 by CEO Ro'ee Margalit and CTO Avidan Barak and has developed a comprehensive platform purpose-built for Managed Service Providers (MSPs). Check Point, led by CEO Nadav Tzafrir, reported fourth quarter revenue $745 million, up 6% from the corresponding quarter of 2024, but less than analyst's expectations, but significantly exceeding bottom-line forecasts, with non-GAAP earnings per share of $3.40 per share, up $0.52 from the corresponding quarter. Check Point 2025 annual revenue was $2.725 billion, up 6% from 2024 and in the middle of the range of the company's guidance. Non-GAAP earnings per share was $11.89, up 30% from 2024. The company benefited from an increase of $1.90 in net income per share due to tax changes. Check Point is traded on Wall Street with a market cap of $18.9 billion. The share price has fallen 4.9% since the start of 2026.

Check Point reports mixed Q4, announces 3 acquisitions done in Q1

Shares of Check Point Software Technologies (CHKP) dipped about 1% premarket on Thursday after mixed fourth-quarter results. The cybersecurity company also announced three acquisitions carried out in the first quarter of 2026 of Cyata, Cyclops, and Rotate. Q4 Metrics Revenue Quarterly revenue rose 6% but missed estimates, while non-GAAP EPS surged 26% and beat analysts' expectations. Cyata enhances AI security capabilities, Cyclops expands Exposure Management and CTEM solutions, and Rotate boosts Workspace momentum in the MSP market. Check Point aims to lead end-to-end AI security and embed AI in its offerings, focusing on Hybrid Mesh, Workspace, and Exposure Management.