On Oct 31, major Wall Street analysts update their ratings for $Check Point Software (CHKP.US)$, with price targets ranging from $183 to $220.
Morgan Stanley analyst Hamza Fodderwala maintains with a hold rating, and adjusts the target price from $144 to $183.
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.
Furthermore, according to the comprehensive report, the opinions of $Check Point Software (CHKP.US)$'s main analysts recently are as follows:
The firm's projection for Check Point reflects a tempered billings outcome in Q3. Looking forward, the anticipation is for a high-single digit expansion in Q4, as the delayed transactions may contribute 3 points to growth, and Cyberint could potentially add another point. Additionally, the analyst forecasts approximately 5% growth for FY25, acknowledging that future comparisons may present more challenging scenarios.
The company's third-quarter billings fell short of consensus estimates. However, if adjustments are considered, there would have been a slight improvement in billings growth compared to the previous quarter. The growth in Subscription revenue did not meet expectations, attributed to underwhelming performance in the cloud and endpoint security sectors. To view the company's prospects more favorably, a thorough evaluation of the potential for Cyberint, Perimeter 81, and Harmony Email/Avanan against the additional weaknesses observed in cloud and endpoint security subscriptions would be necessary.
Q3 results for Check Point were a combination of positives and negatives, with billings falling slightly short of consensus expectations due to the deferment of deals in Europe, despite a 4% year-over-year increase in product revenue.
The company experienced a growth of 6% in Q3 billings, falling short of the anticipated 8% consensus estimates and a 10% expectation by others, with a portion of the shortfall attributed to deals that were postponed to Q4. The long-term potential for Check Point is still evident, but investors may rightfully harbor concerns about the near-term outlook considering the Q3 underperformance coupled with a prudent Q4 budget outlook.
Here are the latest investment ratings and price targets for $Check Point Software (CHKP.US)$ from 9 analysts:
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美東時間10月31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183美元至220美元。
摩根士丹利分析師Hamza Fodderwala維持持有評級，並將目標價從144美元上調至183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。
此外，綜合報道，$Check Point軟件 (CHKP.US)$近期主要分析師觀點如下：
公司對安防-半導體的預期反映出第三季度賬單結果偏保守。展望未來，預計第四季度將有高一位數的擴張，因爲延遲的交易可能爲增長貢獻3個百分點，而Cyberint可能還會增加一個百分點。此外，分析師預測FY25的增長約爲5％，承認未來的比較可能會提出更具挑戰性的情景。
公司第三季度的賬單表現低於共識預期。然而，如果考慮調整，與上一季度相比，賬單增長可能略有改善。訂閱收入的增長沒有達到預期，歸因於雲和端點安全領域表現不佳。爲了更有利地查看公司前景，必須對Cyberint、Perimeter 81和Harmony Email/Avanan的潛力進行徹底評估，以應對雲和端點安全訂閱中觀察到的額外弱點。
安防-半導體的第三季度業績是正面和負面因素的結合，由於歐洲交易推遲，導致賬單略低於共識預期，儘管產品收入同比增長了4％。
公司第三季度的賬單增長爲6％，低於預期的8％共識預期和其他人對10％的期望，部分差距歸因於推遲至第四季度的交易。安防-半導體的長期潛力仍然明顯，但投資者可能有理由對近期前景持謹慎態度，考慮到第三季度業績不佳以及第四季度預算前景的謹慎。
以下爲今日9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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