On Oct 30, major Wall Street analysts update their ratings for $Check Point Software (CHKP.US)$, with price targets ranging from $185 to $220.
BofA Securities analyst Tal Liani downgrades to a hold rating, and adjusts the target price from $185 to $195.
Barclays analyst Saket Kalia maintains with a hold rating, and adjusts the target price from $210 to $200.
Jefferies analyst Joseph Gallo maintains with a buy rating, and maintains the target price at $220.
Evercore analyst Peter Levine initiates coverage with a hold rating, and sets the target price at $185.
TD Cowen analyst Shaul Eyal maintains with a buy rating, and maintains the target price at $215.
Furthermore, according to the comprehensive report, the opinions of $Check Point Software (CHKP.US)$'s main analysts recently are as follows:
Check Point's reported billings in Q3 were below expectations. It is anticipated that high-single digit growth could occur in Q4 due to previously delayed deals potentially contributing 3 points to growth, along with a further point from Cyberint. The expectation is to model approximately 5% growth for FY25 as comparisons become more challenging.
The firm anticipates potential fundamental enhancements ahead of the Q3 report and is awaiting confirmation before adopting a more positive stance. The transition to a new CEO, a pivot towards faster-growing segments, the introduction of a new quantum product cycle, and more favorable comparative metrics are seen as possible factors that could underpin improved growth.
The third quarter showed a blend of outcomes, with billings falling short of the consensus by a small margin, attributed to delays in European transactions. Nonetheless, there was a notable 4% year-over-year growth in product revenue.
The company's Q3 billings growth of 6% fell short of the anticipated 8% by consensus and an even more optimistic expectation of about 10% among some investors. This shortfall was partly due to certain deals that were delayed to Q4, accounting for a five percentage point impact. Despite this, the long-term prospects for Check Point remain evident, but investors may rightfully harbour concerns about the company's short-term outlook in light of the Q3 performance and reserved Q4 budget discussions.
Here are the latest investment ratings and price targets for $Check Point Software (CHKP.US)$ from 13 analysts:
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美东时间10月30日，多家华尔街大行更新了$Check Point软件 (CHKP.US)$的评级，目标价介于185美元至220美元。
美银证券分析师Tal Liani下调至持有评级，并将目标价从185美元上调至195美元。
巴克莱银行分析师Saket Kalia维持持有评级，并将目标价从210美元下调至200美元。
富瑞集团分析师Joseph Gallo维持买入评级，维持目标价220美元。
Evercore分析师Peter Levine首予持有评级，目标价185美元。
TD Cowen分析师Shaul Eyal维持买入评级，维持目标价215美元。
此外，综合报道，$Check Point软件 (CHKP.US)$近期主要分析师观点如下：
Check Point第三季度报告的账单低于预期。预计第四季度可能会出现高一位数的增长，因为之前延迟的交易可能为增长贡献3个百分点，再加上Cyberint贡献的一个百分点。预期FY25的增长速度约为5%，随着比较条件变得更具挑战性。
公司预计在第三季度报告前可能会出现潜在的基本增强，并在确认后采取更积极的态度。新CEO的过渡，转向增长更快的领域，推出新的量子产品周期以及更有利的比较指标被视为可能支撑改善增长的因素。
第三季度呈现了一系列结果，账单略低于共识，归因于欧洲交易的延迟。尽管如此，在产品收入方面有显著的年增长率达到4%。
公司第三季度的账单增长率为6%，低于预期的8%以及一些投资者约10%更乐观的期望。这一差距部分是由于某些交易被推迟至第四季度，导致了5个百分点的影响。尽管如此，Check Point的长期前景仍然明显，但投资者可能基于第三季度的表现以及保守的第四季度预算讨论，在公司短期展望方面可能会抱有担忧。
以下为今日13位分析师对$Check Point软件 (CHKP.US)$的最新投资评级及目标价：
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