Check Point Software Technologies Ltd.

Report azionario NasdaqGS:CHKP

Capitalizzazione di mercato: US$12.9b

Check Point Software Technologies Dividendi e riacquisti

Criteri Dividendo verificati 0/6

Check Point Software Technologies non ha registrato alcun pagamento di dividendi.

Informazioni chiave

n/a

Rendimento del dividendo

8.0%

Rendimento del riacquisto

Rendimento totale per gli azionisti8.0%
Rendimento futuro dei dividendi0%
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazionen/a

Aggiornamenti recenti su dividendi e riacquisti

Nessun aggiornamento

Recent updates

Aggiornamento della narrazione Jun 07

CHKP: AI Security Push And Execution Risks Will Shape Future Demand

Analysts have reduced their average price targets on Check Point Software Technologies by tens of dollars per share, citing company specific growth pressures and a series of target cuts across major Wall Street firms, even as sector peers receive more favorable revisions. Analyst Commentary Recent research on Check Point Software Technologies clusters around concerns about company specific growth pressures and execution, even as some peers in cybersecurity receive more supportive revisions and, in a few cases, higher price targets.
Aggiornamento della narrazione May 19

CHKP: AI Security Initiatives And Capital Returns Will Support Future Demand

Analysts have lowered their average price target on Check Point Software Technologies to about $144 from around $196, citing updated expectations for slightly slower revenue growth, a modestly lower profit margin profile, and a reduced future P/E assumption compared with prior estimates. Analyst Commentary Recent research coverage on Check Point Software Technologies has been dominated by reductions in price targets and several rating downgrades, reflecting a more cautious stance on the stock's growth and margin outlook.
Aggiornamento della narrazione Apr 25

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.
Nuova narrazione Apr 18

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?
Aggiornamento della narrazione Apr 11

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.
Articolo di analisi Apr 07

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

Check Point Software Technologies Ltd. ( NASDAQ:CHKP ) just reported some strong earnings, and the market reacted...
Nuova narrazione Apr 04

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?
Seeking Alpha Apr 03

Check Point: The Outlook For An Elite Firewall

Summary Check Point Software receives a sell rating due to underwhelming growth and market share losses versus peers like PANW and FTNT. CHKP’s core firewall business, representing 72% of revenue, grows at 6%, lagging sector peers and losing share in renewal cycles. Avanan, CHKP’s email security unit, excels with 40%+ growth and $160M ARR, but its 6% revenue contribution is too small to offset firewall weakness. I see technical and fundamental signals pointing to a $120–$130 stabilization zone before considering a position; I remain on the sidelines pending clear evidence of new customer acceleration. Read the full article on Seeking Alpha
Aggiornamento della narrazione Mar 28

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.
Aggiornamento della narrazione Mar 13

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.
Aggiornamento della narrazione Feb 27

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.
Aggiornamento della narrazione Feb 13

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.
Aggiornamento della narrazione Jan 09

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.
Aggiornamento della narrazione Dec 25

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.
Aggiornamento della narrazione Dec 11

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.
Aggiornamento della narrazione Nov 27

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.
Aggiornamento della narrazione Nov 12

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.
Articolo di analisi Oct 31

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

Investors in Check Point Software Technologies Ltd. ( NASDAQ:CHKP ) had a good week, as its shares rose 3.1% to close...
Aggiornamento della narrazione Oct 28

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.
Articolo di analisi Jul 13

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Check Point Software Technologies fair value estimate is...
Articolo di analisi Jun 21

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

Check Point Software Technologies Ltd.'s ( NASDAQ:CHKP ) price-to-earnings (or "P/E") ratio of 27.7x might make it look...
Seeking Alpha Apr 25

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

Summary Check Point Software is rated as a hold due to high valuation, decelerating growth, and macro-related risks despite improved execution under the new CEO. 1Q25 results showed 6.5% y/y revenue growth, with strong product and subscription performance but declining maintenance revenue and margin compression. Positive signs include strong demand for Quantum Force appliances and growing traction in the Infinity platform and workforce security offerings. Read the full article on Seeking Alpha
Seeking Alpha Apr 15

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

Summary Check Point Software Technologies Ltd. is set to report Q1 '25 earnings on April 23, with analysts expecting $2.19 adjusted EPS and $636.27m in sales. Despite historical performance, I expect the company to beat estimates but don't foresee a significant share price swing unless outlook guidance changes. Key concerns include potential downward revisions in outlook due to economic uncertainty and tariff impacts on customer spending and infrastructure upgrades. I recommend holding off on investing in CHKP stock until more clarity is provided post-earnings report and conference call. Read the full article on Seeking Alpha
Seeking Alpha Feb 06

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

Summary I downgraded Check Point Software to a 'Hold' due to decelerating subscription growth, margin pressures, and a high valuation at 21x forward PE. CHKP's 4Q24 showed strong billings growth at 11.2% y/y and a significant turnaround in product revenue, growing 8% y/y. Concerns include a slowdown in subscription growth from 11.5% to 9.9% y/y and a 300 bps decline in adj. EBIT margin. Read the full article on Seeking Alpha
Seeking Alpha Dec 23

Check Point: Competitors Are Growing Faster

Summary I rate Check Point as a hold due to its single-digit revenue growth, lagging behind competitors like Fortinet and Palo Alto Networks. Check Point's aggressive share repurchases surpass its free cash flow, raising concerns about the sustainability of this strategy for long-term growth. The new CEO, Nadav Zafrir, starting in December 2024, may bring changes to the company's strategy, potentially impacting revenue growth and capital allocation. Check Point needs to be more aggressive in investments and acquisitions to achieve double-digit revenue growth and compete effectively in the cybersecurity market. Read the full article on Seeking Alpha

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di CHKP siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di CHKP siano aumentati.


Rendimento dei dividendi rispetto al mercato

Check Point Software Technologies Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di CHKP rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (CHKP)n/a
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.1%
Media del settore (Software)1.0%
Analista previsionale (CHKP) (fino a 3 anni)0%

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di CHKP rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di CHKP rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.


Distribuzione degli utili agli azionisti

Copertura degli utili: Dati insufficienti per calcolare il payout ratio di CHKP per determinare se i suoi pagamenti di dividendi sono coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché CHKP non ha segnalato alcun pagamento.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/14 09:41
Prezzo dell'azione a fine giornata2026/06/12 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

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Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Check Point Software Technologies Ltd. è coperta da 57 analisti. 35 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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