Check Point acquires Lakera $300M

Check Point Software said on September 16, 2025 that it had entered an agreement to acquire Lakera, an AI security startup with offices in Zurich and San Francisco. The company did not disclose financial terms in its press release or in the related exhibit filed with the U.S. Securities and Exchange Commission. Calcalist Tech reported the deal was valued at about $300 million. Nadav Zafrir, Check Point’s chief executive, said Lakera would add “AI-native security” to the company’s existing products as enterprises deploy large language models, generative AI systems and autonomous agents. David Haber, Lakera’s co-founder and chief executive, said joining Check Point would help Lakera scale its business globally. (checkpoint.com) ### What exactly did Check Point announce? Check Point said it had “entered into an agreement to acquire Lakera,” language that indicates a signed transaction rather than a completed closing. The September 16, 2025 announcement described Lakera as an AI-native security platform for agentic AI applications and said the combination would help Check Point offer an end-to-end AI security stack. (checkpoint.com) The SEC exhibit carried the same date and repeated the company’s description of the deal. Neither document gave a purchase price, financing structure or expected closing date. ### Where does the $300 million figure come from? Calcalist Tech reported on September 16, 2025 that the value of the deal was estimated at $300 million. Check Point itself did not confirm that figure in its announcement. (checkpoint.com) The absence of disclosed terms leaves the reported valuation as an external estimate rather than a company-stated number. That distinction matters because Check Point’s own materials described the strategic rationale of the acquisition but did not provide deal economics. (sec.gov) ### What does Lakera bring to Check Point? (calcalistech.com) Lakera’s flagship products are Lakera Red and Lakera Guard, according to Check Point’s announcement. The company said those tools provide pre-deployment posture assessments and real-time runtime enforcement for large language models, AI agents and multimodal workflows. Lakera was founded in 2021 and is dual-headquartered in Zurich and San Francisco, according to Check Point’s SEC-filed exhibit and Lakera’s own company page. (checkpoint.com) Check Point said the startup was founded by AI experts from Google and Meta and operates major AI research and development centers in both cities. Calcalist Tech reported Lakera had about 70 employees and said the company had built a product called Gandalf used for AI red-teaming and vulnerability testing. (sec.gov) Those details were reported by the publication and were not included in Check Point’s press release. ### How does this compare with Palo Alto Networks’ move on Protect AI? Palo Alto Networks said on April 28, 2025 that it had entered into a definitive agreement to acquire Protect AI, another company focused on AI and machine-learning security. (sec.gov) Palo Alto said Protect AI’s products and team would be used to accelerate Prisma AIRS, its AI security platform. (calcalistech.com) Public market summaries and reproduced deal descriptions have put that transaction at about $700 million, but Palo Alto’s own press release did not state a purchase price. The company said at the time that the acquisition was expected to close by its first quarter of fiscal 2026, subject to customary conditions. (paloaltonetworks.com) ### What happens next? Check Point said Lakera would extend its AI security offerings across models, agents and data, but it did not provide a timetable for closing or product integration. The next formal update is likely to come in a future Check Point regulatory filing, earnings materials or a closing announcement from the company. (checkpoint.com) (marketscreener.com)