Check Point Software Technologies Gestione
Criteri Gestione verificati 2/4
Check Point Software Technologies Il CEO è Nadav Zafrir, nominato in Dec2024, e ha un mandato di 1.33 anni. la retribuzione annua totale è $ 7.49M, composta da 6% di stipendio e 94% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.013% delle azioni della società, per un valore di $ 1.86M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.3 anni e 12 anni.
Informazioni chiave
Nadav Zafrir
Amministratore delegato
US$7.5m
Compenso totale
| Percentuale dello stipendio del CEO | 6.03% |
| Mandato del CEO | 1.3yrs |
| Proprietà del CEO | 0.01% |
| Durata media del management | 1.3yrs |
| Durata media del Consiglio di amministrazione | 12yrs |
Aggiornamenti recenti sulla gestione
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 Technologies' (NASDAQ:CHKP) Solid Earnings Have Been Accounted For Conservatively
Apr 30Check 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 30Check Point Software: Q2, Various Signs Point To Healthy Growth Ahead
Aug 06Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 31 2025 | US$7m | US$452k | US$1b |
Compensazione vs Mercato: La retribuzione totale di Nadav ($USD 7.49M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.50M ).
Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Nadav con le performance aziendali.
AMMINISTRATORE DELEGATO
Nadav Zafrir (53 yo)
1.3yrs
Mandato
US$7,494,100
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 1.3yrs | US$7.49m | 0.013% $ 1.9m | |
| Chief Revenue Officer | 1.3yrs | US$6.33m | 0.047% $ 6.9m | |
| Chief Product Officer and Head of R&D | 3.2yrs | US$2.12m | 0.021% $ 3.1m | |
| Chief Strategy Officer | 1.2yrs | US$2.07m | Nessun dato | |
| General Manager of Workspace Security | no data | US$5.96m | Nessun dato | |
| Founder & Executive Chairman | 32.8yrs | US$37.00k | 23.55% $ 3.5b | |
| Chief Financial Officer | 3.4yrs | Nessun dato | 0.037% $ 5.4m | |
| Chief Technology Officer | less than a year | Nessun dato | Nessun dato | |
| Chief Information Officer | no data | Nessun dato | Nessun dato | |
| Head of Global Investor Relations | no data | Nessun dato | Nessun dato | |
| General Counsel | no data | Nessun dato | Nessun dato | |
| Chief Marketing Officer | less than a year | Nessun dato | Nessun dato |
1.3yrs
Durata media
Gestione esperta: Il team dirigenziale di CHKP non è considerato esperto (durata media 1.3 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Director | 1.5yrs | US$7.49m | 0.013% $ 1.9m | |
| Founder & Executive Chairman | 32.8yrs | US$37.00k | 23.55% $ 3.5b | |
| Outside Independent Director | 31.3yrs | Nessun dato | 0.0034% $ 505.8k | |
| Co-Chair of Executive Advisory Board | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 21.1yrs | Nessun dato | 0.015% $ 2.2m | |
| Independent Outside Director | 1.5yrs | Nessun dato | 0.00064% $ 94.6k | |
| Independent Director | 2.7yrs | Nessun dato | 0.0019% $ 279.5k | |
| Outside Lead Independent Director | 20.3yrs | Nessun dato | 0.0034% $ 505.8k | |
| Independent Director | 26.3yrs | Nessun dato | 0.0034% $ 505.8k | |
| Independent Director | 3.7yrs | Nessun dato | 0.0034% $ 501.3k |
12.0yrs
Durata media
61yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di CHKP è composto da personale esperto e esperto (durata media dell'incarico 12 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/04/30 05:43 |
| Prezzo dell'azione a fine giornata | 2026/04/29 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
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 58 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.
| Analista | Istituzione |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Shrenik Kothari | Baird |