Update shared on04 Aug 2025
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).
- The company completed a share repurchase of 1.5 million shares ($325 million) between April and June 2025, bringing total repurchases under the 2016 buyback program to over 90.6 million shares, or 65.68% of shares outstanding, totaling $11 billion (Key Developments).
- Check Point partnered with MetTel to launch an advanced, fully managed mobile threat defense solution, “Harmony Mobile,” leveraging real-time AI-powered security to combat phishing, malicious apps, and network threats for enterprise clients (Key Developments).
- Significant product enhancements were released for the Quantum Smart-1 Management Appliances and Quantum Force Security Gateways—including AI-driven performance boosts and unified threat management—targeting hybrid and branch office security demands as cyber threats and attacks rise year-over-year (Key Developments).
- Geopolitical risks and heightened cybersecurity demand have been underscored by reports of a recent Israeli cyberattack targeting Iran, placing Check Point alongside peers as a key player in the cybersecurity sector amid increased global tensions (Bloomberg/Periodicals).
Valuation Changes
Summary of Valuation Changes for Check Point Software Technologies
- The Consensus Analyst Price Target has fallen from $238.16 to $226.20.
- The Future P/E for Check Point Software Technologies has fallen from 30.99x to 29.12x.
- The Consensus Revenue Growth forecasts for Check Point Software Technologies has fallen from 6.2% per annum to 5.9% per annum.
Disclaimer
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