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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美東時間10月30日，多家華爾街大行更新了$Check Point軟件 (CHKP.US)$的評級，目標價介於185美元至220美元。
美銀證券分析師Tal Liani下調至持有評級，並將目標價從185美元上調至195美元。
巴克萊銀行分析師Saket Kalia維持持有評級，並將目標價從210美元下調至200美元。
富瑞集團分析師Joseph Gallo維持買入評級，維持目標價220美元。
Evercore分析師Peter Levine首次給予持有評級，目標價185美元。
TD Cowen分析師Shaul Eyal維持買入評級，維持目標價215美元。
此外，綜合報道，$Check Point軟件 (CHKP.US)$近期主要分析師觀點如下：
Check Point在Q3報告的開支低於預期。預計由於之前延遲的交易可能會爲Q4帶來高個位數的增長，預計Cyberint還將貢獻1個百分點的增長。預期FY25的增長率約爲5％，因爲比較變得更具挑戰性。
公司預計在Q3報告之前有潛在的基本增強，並在確認之前等待採取更積極的立場。新CEO的過渡，轉向更快增長的細分市場，推出新的量子產品週期以及更有利的比較指標被視爲可能支撐增長的因素。
第三季度出現了各種結果，開支僅少量低於共識，歸因於歐洲交易的延遲。儘管如此，產品收入同比增長顯著增長了4％。
公司Q3的開支增長爲6％，低於預期的8％，並且一些投資者預計約爲10％更爲樂觀。這種不足部分是由於某些交易推遲到Q4，這對增長率造成了五個百分點的影響。儘管如此，Check Point的長期前景顯而易見，但鑑於Q3的表現和保守的Q4預算討論，投資者可能理所當然地對公司的短期前景表示擔憂。
以下爲今日13位分析師對$Check Point軟件 (CHKP.US)$的最新投資評級及目標價：
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