Check Point Software Technologies Ltd.

NasdaqGS:CHKP 주식 리포트

시가총액: US$14.8b

Check Point Software Technologies 경영진

경영진 기준 점검 2/4

Check Point Software Technologies CEO는 Nadav Zafrir, Dec2024 에 임명되었습니다 의 임기는 1.33 년입니다. 총 연간 보상은 $7.49M, 6% 급여 및 94% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.86M 가치에 해당하는 회사 주식의 0.013% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.3 년과 12 년입니다.

핵심 정보

Nadav Zafrir

최고경영자

US$7.5m

총 보수

CEO 급여 비율6.03%
CEO 재임 기간1.3yrs
CEO 지분 보유율0.01%
경영진 평균 재임 기간1.3yrs
이사회 평균 재임 기간12yrs

최근 경영진 업데이트

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

CEO 보수 분석

Nadav Zafrir의 보수는 Check Point Software Technologies의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025US$7mUS$452k

US$1b

보상 대 시장: Nadav의 총 보수(USD7.49M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.50M)보다 낮습니다.

보상과 수익: Nadav의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.


CEO

Nadav Zafrir (53 yo)

1.3yrs
재임 기간
US$7,494,100
보수

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...


리더십 팀

이름직위재임 기간보수지분
Nadav Zafrir
CEO & Director1.3yrsUS$7.49m0.013%
$ 1.9m
Itai Greenberg
Chief Revenue Officer1.3yrsUS$6.33m0.047%
$ 6.9m
Nataly Kremer
Chief Product Officer and Head of R&D3.2yrsUS$2.12m0.021%
$ 3.1m
Roi Karo
Chief Strategy Officer1.2yrsUS$2.07m데이터 없음
Gil Friedrichl
General Manager of Workspace Securityno dataUS$5.96m데이터 없음
Gil Shwed
Founder & Executive Chairman32.8yrsUS$37.00k23.55%
$ 3.5b
Roei Golan
Chief Financial Officer3.4yrs데이터 없음0.037%
$ 5.4m
Jonathan Zanger
Chief Technology Officerless than a year데이터 없음데이터 없음
Ariel Pisetzky
Chief Information Officerno data데이터 없음데이터 없음
Kip Meintzer
Head of Global Investor Relationsno data데이터 없음데이터 없음
Shira Yashar
General Counselno data데이터 없음데이터 없음
Brett Theiss
Chief Marketing Officerless than a year데이터 없음데이터 없음
1.3yrs
평균 재임 기간

경험이 풍부한 관리: CHKP의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.3 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Nadav Zafrir
CEO & Director1.5yrsUS$7.49m0.013%
$ 1.9m
Gil Shwed
Founder & Executive Chairman32.8yrsUS$37.00k23.55%
$ 3.5b
Ray Rothrock
Outside Independent Director31.3yrs데이터 없음0.0034%
$ 505.8k
David DeWalt
Co-Chair of Executive Advisory Boardless than a year데이터 없음데이터 없음
Jerry Ungerman
Independent Director21.1yrs데이터 없음0.015%
$ 2.2m
Dafna Gruber
Independent Outside Director1.5yrs데이터 없음0.00064%
$ 94.6k
Jill Smith
Independent Director2.7yrs데이터 없음0.0019%
$ 279.5k
Yoav Chelouche
Outside Lead Independent Director20.3yrs데이터 없음0.0034%
$ 505.8k
Tal Shenhav
Independent Director26.3yrs데이터 없음0.0034%
$ 505.8k
Tzipora Ozer-Armon
Independent Director3.7yrs데이터 없음0.0034%
$ 501.3k
12.0yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: CHKP의 이사회는 노련하고 경험이 풍부합니다(평균 재임 12 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/30 11:10
종가2026/04/29 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Check Point Software Technologies Ltd.는 58명의 분석가가 다루고 있습니다. 이 중 35명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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