AI And SASE Integration Will Shape Tomorrow’s Cybersecurity Landscape

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AnalystConsensusTarget
Consensus Narrative from 32 Analysts
Published
08 Aug 24
Updated
06 Aug 25
AnalystConsensusTarget's Fair Value
US$226.20
18.2% undervalued intrinsic discount
06 Aug
US$185.03
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1Y
3.1%
7D
-0.6%

Author's Valuation

US$226.2

18.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Decreased 5.03%

A downward revision in revenue growth forecasts and a reduced future P/E multiple have led to a lower consensus analyst price target for Check Point Software Technologies, now at $226.20. What's in the News Check Point Software Technologies provided Q3 2025 earnings guidance with revenue expected between $657 million and $687 million (midpoint $672 million), maintaining its full-year outlook and expressing confidence in finishing at the high end of the range despite no official increase (Key Developments).

Shared on07 May 25
Fair value Increased 1.46%

Shared on30 Apr 25
Fair value Decreased 3.78%

AnalystConsensusTarget has increased revenue growth from 5.7% to 6.3%.

Shared on23 Apr 25
Fair value Increased 1.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Increased 0.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.71%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 1.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 0.21%

AnalystConsensusTarget has increased revenue growth from 4.7% to 5.8%, increased future PE multiple from 26.5x to 30.7x and increased discount rate from 8.0% to 9.6%.