Check Point Software Technologies Gestion
Gestion contrôle des critères 2/4
Le PDG Check Point Software Technologies est Nadav Zafrir, nommé en Dec2024, a un mandat de 1.42 ans. La rémunération annuelle totale est $ 7.49M, composée du salaire de 6% et des bonus 94%, y compris les actions et options de la société. détient directement 0.013% des actions de la société, d'une valeur de $ 1.52M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.3 ans et 12 ans.
Informations clés
Nadav Zafrir
Directeur général
US$7.5m
Rémunération totale
| Pourcentage du salaire du PDG | 6.03% |
| Durée du mandat du directeur général | 1.4yrs |
| Propriété du PDG | 0.01% |
| Durée moyenne d'occupation des postes de direction | 1.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 12yrs |
Mises à jour récentes de la gestion
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
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 03CHKP: 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 31Emerging 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 13Check Point Software Technologies Ltd.'s (NASDAQ:CHKP) Share Price Not Quite Adding Up
Jun 21Check Point Software: Execution Is Improving, But There Are Still Visible Headwinds
Apr 25Check Point Software: Likely Limited Impact Of Tariffs, But I Remain Cautious
Apr 15Check Point Software: Downgrade To Hold On High Valuation And Near-Term Concerns
Feb 06Check Point: Competitors Are Growing Faster
Dec 23Check Point Software: Free Cash Flow Bubble
Oct 30Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1b |
| Dec 31 2025 | US$7m | US$452k | US$1b |
Rémunération vs marché: La rémunération totale de Nadav ($USD 7.49M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.60M ).
Rémunération et revenus: Données insuffisantes pour comparer la rémunération de Nadav avec les performances de l'entreprise.
PDG
Nadav Zafrir (53 yo)
Brig.Gen. Nadav Zafrir is Director of Check Point Software Technologies Ltd. from October 31, 2024 and serves as its Chief Executive Officer since December 16, 2024. Brig.Gen.Zafrir is Chairman of the Boa...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 1.4yrs | US$7.49m | 0.013% $ 1.5m | |
| Chief Revenue Officer | 1.3yrs | US$6.33m | 0.047% $ 5.7m | |
| Chief Product Officer and Head of R&D | 3.3yrs | US$2.12m | 0.021% $ 2.5m | |
| Chief Strategy Officer | 1.3yrs | US$2.07m | pas de données | |
| General Manager of Workspace Security | no data | US$5.96m | pas de données | |
| Founder & Executive Chairman | 32.8yrs | US$37.00k | 23.55% $ 2.8b | |
| Chief Financial Officer | 3.5yrs | pas de données | 0.037% $ 4.5m | |
| Chief Technology Officer | less than a year | pas de données | pas de données | |
| Chief Information Officer | no data | pas de données | pas de données | |
| Head of Global Investor Relations | no data | pas de données | pas de données | |
| General Counsel | no data | pas de données | pas de données | |
| Chief Marketing Officer | less than a year | pas de données | pas de données |
Gestion expérimentée: L'équipe de direction de CHKP n'est pas considérée comme expérimentée (ancienneté moyenne 1.3 ans), ce qui suggère une nouvelle équipe.
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Director | 1.6yrs | US$7.49m | 0.013% $ 1.5m | |
| Founder & Executive Chairman | 32.8yrs | US$37.00k | 23.55% $ 2.8b | |
| Outside Independent Director | 31.3yrs | pas de données | 0.0034% $ 413.5k | |
| Co-Chair of Executive Advisory Board | less than a year | pas de données | pas de données | |
| Independent Director | 21.2yrs | pas de données | 0.015% $ 1.8m | |
| Independent Outside Director | 1.6yrs | pas de données | 0.00064% $ 77.4k | |
| Independent Director | 2.8yrs | pas de données | 0.0019% $ 228.5k | |
| Outside Lead Independent Director | 20.3yrs | pas de données | 0.0034% $ 413.5k | |
| Independent Director | 26.3yrs | pas de données | 0.0034% $ 413.5k | |
| Independent Director | 3.8yrs | pas de données | 0.0034% $ 409.9k |
Conseil d'administration expérimenté: Le conseil d'administration de la CHKP est chevronné et expérimenté ( 12 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/04 19:38 |
| Cours de l'action en fin de journée | 2026/05/01 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Check Point Software Technologies Ltd. est couverte par 58 analystes. 35 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Shrenik Kothari | Baird |