Check Point Software Technologies Tidigare resultatutveckling
Tidigare kriterier kontrolleras 6/6
Check Point Software Technologies har ökat intäkterna med en genomsnittlig årlig takt på 4.1%, medan Software -branschen såg intäkterna växer på 22.4% årligen. Intäkterna har varit växande med en genomsnittlig takt på 5.5% per år. Check Point Software Technologies s avkastning på eget kapital är 37.6% och den har en nettomarginal på 38.4%.
Viktig information
4.07%
Tillväxttakt i vinsten
9.85%
Tillväxttakt för EPS
| Software Tillväxt i branschen | 17.33% |
| Intäkternas tillväxttakt | 5.54% |
| Avkastning på eget kapital | 37.58% |
| Nettomarginal | 38.37% |
| Senaste uppdateringen av resultatet | 31 Mar 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Uppdatering av berättelse • 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.
Ny berättelse • 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?Uppdatering av berättelse • 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.Analysartikel • 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...
Ny berättelse • 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 AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking Alpha • Oct 30
Check Point Software: Free Cash Flow Bubble
Summary Check Point Software's Q3 earnings met guidance, but weak subscription revenue and a failure to accelerate growth caused the share price to drop. CHKP faces tougher comparisons and moderating subscription revenue growth, which will make it difficult for the company to achieve materially higher growth in the near term. Check Point's margins also remain under pressure, due to a combination of rising competition and growth investments which are yet to really pay off. Check Point appears overvalued compared to higher growth peers, although this has been masked by the fact that it is a more mature business that has been optimized for profitability. Read the full article on Seeking AlphaFördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Check Point Software Technologies tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 31 Mar 26 | 2,756 | 1,058 | 1,095 | 465 |
| 31 Dec 25 | 2,725 | 1,057 | 1,076 | 457 |
| 30 Sep 25 | 2,684 | 1,010 | 1,044 | 434 |
| 30 Jun 25 | 2,642 | 858 | 1,011 | 414 |
| 31 Mar 25 | 2,604 | 853 | 996 | 398 |
| 31 Dec 24 | 2,565 | 846 | 975 | 395 |
| 30 Sep 24 | 2,525 | 837 | 947 | 394 |
| 30 Jun 24 | 2,486 | 836 | 929 | 379 |
| 31 Mar 24 | 2,447 | 840 | 900 | 369 |
| 31 Dec 23 | 2,415 | 840 | 864 | 369 |
| 30 Sep 23 | 2,390 | 861 | 850 | 353 |
| 30 Jun 23 | 2,371 | 840 | 831 | 350 |
| 31 Mar 23 | 2,353 | 812 | 819 | 349 |
| 31 Dec 22 | 2,330 | 797 | 791 | 350 |
| 30 Sep 22 | 2,291 | 787 | 770 | 345 |
| 30 Jun 22 | 2,247 | 790 | 751 | 330 |
| 31 Mar 22 | 2,202 | 802 | 727 | 311 |
| 31 Dec 21 | 2,167 | 816 | 717 | 285 |
| 30 Sep 21 | 2,132 | 827 | 699 | 274 |
| 30 Jun 21 | 2,107 | 840 | 687 | 264 |
| 31 Mar 21 | 2,086 | 851 | 678 | 259 |
| 31 Dec 20 | 2,065 | 847 | 681 | 253 |
| 30 Sep 20 | 2,045 | 848 | 673 | 249 |
| 30 Jun 20 | 2,027 | 835 | 675 | 247 |
| 31 Mar 20 | 2,010 | 825 | 671 | 244 |
| 31 Dec 19 | 1,995 | 826 | 658 | 239 |
| 30 Sep 19 | 1,976 | 792 | 647 | 234 |
| 30 Jun 19 | 1,956 | 802 | 627 | 224 |
| 31 Mar 19 | 1,936 | 814 | 608 | 216 |
| 31 Dec 18 | 1,917 | 821 | 590 | 212 |
| 30 Sep 18 | 1,897 | 822 | 562 | 205 |
| 30 Jun 18 | 1,881 | 817 | 545 | 204 |
| 31 Mar 18 | 1,872 | 808 | 537 | 200 |
| 31 Dec 17 | 1,855 | 803 | 525 | 192 |
| 30 Sep 17 | 1,835 | 786 | 534 | 189 |
| 30 Jun 17 | 1,808 | 763 | 532 | 185 |
| 31 Mar 17 | 1,772 | 740 | 523 | 182 |
| 31 Dec 16 | 1,741 | 725 | 509 | 178 |
| 30 Sep 16 | 1,713 | 697 | 494 | 171 |
| 30 Jun 16 | 1,689 | 696 | 482 | 164 |
| 31 Mar 16 | 1,662 | 692 | 468 | 156 |
| 31 Dec 15 | 1,630 | 686 | 452 | 149 |
| 30 Sep 15 | 1,592 | 677 | 433 | 144 |
| 30 Jun 15 | 1,559 | 670 | 414 | 139 |
Kvalitetsintäkter: CHKP har inkomster av hög kvalitet.
Växande vinstmarginal: CHKP s nuvarande netto vinstmarginaler (38.4%) är högre än förra året (32.7%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: CHKP s intäkter har ökat med 4.1% per år under de senaste 5 åren.
Accelererande tillväxt: CHKP s intäktstillväxt under det senaste året ( 24% ) överstiger sitt 5-åriga genomsnitt ( 4.1% per år).
Resultat vs industri: CHKP vinsttillväxt under det senaste året ( 24% ) översteg Software branschen 11.2%.
Avkastning på eget kapital
Hög ROE: CHKP s avkastning på eget kapital ( 37.6% ) anses vara hög.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/17 10:10 |
| Aktiekurs vid dagens slut | 2026/05/15 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Check Point Software Technologies Ltd. bevakas av 58 analytiker. 36 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |
| Shrenik Kothari | Baird |