Check Point Software Technologies Ltd.

Informe acción NasdaqGS:CHKP

Capitalización de mercado: US$14.8b

Check Point Software Technologies Crecimiento futuro

Future controles de criterios 1/6

Se prevé que los beneficios de Check Point Software Technologies disminuyan en un 1% al año, mientras que se espera que sus ingresos anuales crezcan en un 5.9% al año. Se prevé que el BPA crezca en un 6.7% por año. Se espera que la rentabilidad financiera sea de 48.6% en 3 años.

Información clave

-1.0%

Tasa de crecimiento de los beneficios

6.70%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Software18.6%
Tasa de crecimiento de los ingresos5.9%
Rentabilidad financiera futura48.59%
Cobertura de analistas

Good

Última actualización27 Apr 2026

Actualizaciones recientes sobre el crecimiento futuro

Earnings Beat: Check Point Software Technologies Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Oct 31
Earnings Beat: Check Point Software Technologies Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Recent updates

CHKP: AI Security Initiatives Will Support Future Platform Demand

Analysts have trimmed the Check Point Software Technologies fair value estimate by about $4.60 to $196.30. This reflects a wave of reduced Street price targets and updated assumptions around the discount rate and future P/E multiples.

AI Security And Exposure Management Will Drive A Stronger Future For This Cyber Leader

Catalysts About Check Point Software Technologies Check Point Software Technologies provides cybersecurity solutions that protect infrastructure, users and applications across network, cloud and AI driven environments. What are the underlying business or industry changes driving this perspective?

CHKP: AI Security Shift And Limited China Exposure Will Support Demand

Analysts have trimmed the Check Point Software Technologies fair value estimate by about $2.35 to $200.93. This reflects a wave of lower Street price targets that weigh execution risks around the company’s push for growth against updated views on margins, discount rates, and P/E assumptions.

Check Point Software Technologies (NASDAQ:CHKP) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Apr 07
Check Point Software Technologies (NASDAQ:CHKP) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

AI Security And Exposure Management Will Shape A Cautious Yet Stable Future Outlook

Catalysts About Check Point Software Technologies Check Point Software Technologies is a cybersecurity company that provides network, cloud, workspace and AI-focused security solutions on a subscription and product basis. What are the underlying business or industry changes driving this perspective?

Check Point: The Outlook For An Elite Firewall

Apr 03

CHKP: AI Security Push And Limited China Risk Will Support Demand

Analysts have trimmed their average price target on Check Point Software Technologies by a few dollars to around the high $100s, reflecting caution around the company's shift to prioritizing growth over margins and mixed recent results. They still view recent sector weakness and the limited impact from AI coding assistants as supportive of ongoing demand for its security platform.

CHKP: Limited China Exposure And AI Security Services Will Support Future Demand

Analysts have nudged their price targets on Check Point slightly lower, with our fair value estimate easing from $204.61 to $203.29 as they factor in execution risk around the company prioritizing growth over margins, as well as recent target trims following a mixed Q4 update and cautious firewall demand commentary. Analyst Commentary Recent research updates around Check Point cluster around two main themes: the shift toward growth over margins, and softer sentiment on firewall demand following the latest Q4 report.

CHKP: Limited China Exposure Will Support AI Security Partnerships Going Forward

Analysts have reduced their price target for Check Point Software Technologies by $13.02 to $204.61. This reflects updated assumptions around discount rates, profitability, and revenue growth after a series of mixed reactions to recent results and sector research.

CHKP: Limited China Exposure And Cyber Partnerships Will Support AI Security Expansion

Analysts have trimmed their average price target on Check Point Software Technologies by about $9, reflecting a modest reset in fair value assumptions as they weigh lower target prices across several firms against updated views on growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on Check Point Software Technologies clusters around lower price targets, but the underlying commentary splits into two camps, with some analysts highlighting support for the long term story and others leaning more toward near term caution on growth and execution.

CHKP: Billings Strength Will Support AI Security Platform Expansion

Analysts have nudged their fair value estimate for Check Point Software Technologies slightly lower to about $226 per share, reflecting modest tweaks to revenue growth, profit margin and future P/E assumptions following Street research that highlighted strong 20% billings growth, along with some caution on the durability of that momentum. Analyst Commentary Street research following the latest quarter points to a generally constructive but balanced view on Check Point Software Technologies, with higher price targets reflecting stronger billings and mixed views on how durable that trend might be.

CHKP: Sustained 20% Billings Momentum Will Drive AI Security Upside

Analysts have modestly raised their price targets on Check Point Software Technologies into the low to mid $200s, citing stronger than expected Q3 billings growth around 20 percent and confidence in sustained mid to high single digit revenue expansion, along with resilient margins. Analyst Commentary Analysts acknowledge that the strong Q3 showing, particularly the roughly 20 percent billings growth versus expectations near high single digits, supports the recent upward revisions in price targets into the low to mid 200 dollar range.

CHKP: Sustained 20% Billings And AI Security Developments Will Drive Upside Potential

Analysts modestly raised their price target on Check Point Software Technologies to approximately $215. This reflects confidence in the company’s 20 percent billings growth and resilient margins, despite some uncertainty around the durability of the recent acceleration.

CHKP: Sustained 20% Q3 Billings Momentum Will Support Bullish Outlook

The analyst price target for Check Point Software Technologies has been modestly raised, with consensus moving upward by several dollars to reflect strong Q3 billings growth and solid performance. However, analysts continue to note some uncertainties around growth sustainability and future margin pressures.

CHKP: Sustained Demand And Margins Will Drive Continued Share Strength

Analysts have raised their price target for Check Point Software Technologies by approximately $3 to $228.56. This adjustment is due to better-than-expected results, impressive billings growth, and sustained strong margins in recent quarters.

Earnings Beat: Check Point Software Technologies Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Oct 31
Earnings Beat: Check Point Software Technologies Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Emerging AI Partnerships And Cyber Advancements Will Define The Next Security Cycle

Check Point Software Technologies has seen its analyst price target edge higher to $225.46, as analysts cite robust billings growth and resilient margins despite some concerns over future profit pressures. Analyst Commentary Analyst reactions to Check Point Software Technologies’ recent performance and outlook have been mixed, reflecting both confidence in the company’s fundamentals and some cautious notes regarding its growth trajectory and competitive environment.

Check Point Software Technologies Ltd.'s (NASDAQ:CHKP) Intrinsic Value Is Potentially 22% Below Its Share Price

Jul 13
Check Point Software Technologies Ltd.'s (NASDAQ:CHKP) Intrinsic Value Is Potentially 22% Below Its Share Price

Check Point Software Technologies Ltd.'s (NASDAQ:CHKP) Share Price Not Quite Adding Up

Jun 21
Check Point Software Technologies Ltd.'s (NASDAQ:CHKP) Share Price Not Quite Adding Up

Check Point Software: Execution Is Improving, But There Are Still Visible Headwinds

Apr 25

Check Point Software: Likely Limited Impact Of Tariffs, But I Remain Cautious

Apr 15

Check Point Software: Downgrade To Hold On High Valuation And Near-Term Concerns

Feb 06

Check Point: Competitors Are Growing Faster

Dec 23

Check Point Software: Free Cash Flow Bubble

Oct 30

Check Point Software: Q2, Various Signs Point To Healthy Growth Ahead

Aug 06

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:CHKP - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20283,2779921,3481,41510
12/31/20273,0698941,2691,31534
12/31/20262,8958391,2061,24635
12/31/20252,7251,0571,1731,199N/A
9/30/20252,6841,0101,1361,162N/A
6/30/20252,6428581,1501,175N/A
3/31/20252,6048531,0871,113N/A
12/31/20242,5658461,0281,052N/A
9/30/20242,5258371,0221,045N/A
6/30/20242,4868369991,022N/A
3/31/20242,4478409921,013N/A
12/31/20232,4158401,0191,038N/A
9/30/20232,3908611,0271,047N/A
6/30/20232,3718401,0471,065N/A
3/31/20232,3538121,0651,086N/A
12/31/20222,3307971,0761,099N/A
9/30/20222,2917871,1451,165N/A
6/30/20222,2477901,1551,176N/A
3/31/20222,2028021,2111,227N/A
12/31/20212,1678161,1881,204N/A
9/30/20212,1328271,1771,191N/A
6/30/20212,1078401,1741,188N/A
3/31/20212,0868511,1621,177N/A
12/31/20202,0658471,1421,161N/A
9/30/20202,0458481,0851,107N/A
6/30/20202,0278351,0811,104N/A
3/31/20202,0108251,0601,085N/A
12/31/20191,9958261,0781,104N/A
9/30/20191,976792N/A1,118N/A
6/30/20191,956802N/A1,123N/A
3/31/20191,936814N/A1,090N/A
12/31/20181,917821N/A1,144N/A
9/30/20181,897822N/A1,149N/A
6/30/20181,881817N/A1,160N/A
3/31/20181,872808N/A1,153N/A
12/31/20171,855803N/A1,110N/A
9/30/20171,835786N/A1,045N/A
6/30/20171,808763N/A999N/A
3/31/20171,772740N/A954N/A
12/31/20161,741725N/A949N/A
9/30/20161,713697N/A982N/A
6/30/20161,689696N/A996N/A
3/31/20161,662692N/A956N/A
12/31/20151,630686N/A950N/A
9/30/20151,592677N/A949N/A
6/30/20151,559670N/A923N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que los beneficios de CHKP disminuyan en los próximos 3 años (-1% al año).

Beneficios vs. Mercado: Se prevé que los beneficios de CHKP disminuyan en los próximos 3 años (-1% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de CHKP disminuyan en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (5.9% al año) de CHKP crezcan más despacio que el mercado de US (11% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 5.9% al año) de CHKP crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de CHKP sea muy elevada dentro de 3 años (48.6%).

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/30 13:58
Precio de las acciones al final del día2026/04/29 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Check Point Software Technologies Ltd. está cubierta por 58 analistas. 35 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Ellie BagshawArete Research Services LLP
Joseph BonnerArgus Research Company
Shrenik KothariBaird