Check Point第四季度财报:营收与每股收益超预期,安全订阅激增,尽管利润率受压仍扩展网络安全产品

财报速递
Jan 31, 2025
网络安全提供商Check Point软件技术公司(纳斯达克股票代码:CHKP)报告2023财年第四季度营收同比增长6%,达7.037亿美元,超过分析师普遍预期的6.9882亿美元。 这家美以企业安全解决方案提供商的调整后每股收益为2.70美元,超过分析师普遍预期的2.66美元。 产品和许可证收入增长7.8%,达1.706亿美元;安全订阅收入同比增长9.9%,达2.922亿美元;软件更新和维护收入同比增长0.6%,达2.409亿美元。 利润率:调整后营业利润率从上年的46.5%下降至43.5%。由于营业费用同比增长9.2%,营业利润率从去年的38.0%下降至36.1%。 公司产生了2.49亿美元的运营现金流,而去年同期为2.358亿美元,截至12月底,公司持有的现金和等价物为27.8亿美元。 公司创始人兼董事长Gil Shwed表示,第四季度业绩反映了其核心Quantum Force设备业务、Harmony电子邮件解决方案的强劲8%的营收增长以及Infinity平台的扩展采纳。 Check Point软件技术公司在过去12个月上涨了超过27%。 CHKP股票2025年预测:股权研究对于了解公司的基本面来说是一个宝贵的信息来源。分析师根据公司的基本面和预期未来收益创建财务模型,以得出股票的目标价格和推荐意见。 Check Point软件的股票平均一年目标价为202.75美元,预计下跌6.49%。 不同的假设可能导致分析师得出截然不同的目标价和建议。没有分析师对Check Point软件持悲观建议,2位分析师持乐观评级。Jefferies给出的最高目标价为225.0美元,而花旗银行给出的最低目标价为190.0美元。 股价走势:周四最后检查时,CHKP股价上涨5.76%,报215.64美元。

以上内容来自Benzinga Earnings专栏,原文如下:

Cybersecurity provider Check Point Software Technologies (NASDAQ:CHKP) reported fiscal fourth-quarter revenue growth of 6% year-on-year to $703.70 million, topping the analyst consensus estimate of $698.82 million. 

The American Israeli enterprise security solution provider's adjusted EPS of $2.70 beat the analyst consensus estimate of $2.66.

Revenue from Products and licenses grew by 7.8% to $170.6 million, Security subscriptions increased 9.9% year over year to $292.2 million, and Software updates and maintenance rose 0.6% year over year to $240.9 million.

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Margin: Adjusted operating margin declined to 43.5% from 46.5% the prior year. The operating margin declined to 36.1% from 38.0% a year ago as operating expenses surged by 9.2% Y/Y.

The company generated $249.0 million in operating cash flow, compared to $235.8 million a year ago, and held $2.78 billion in cash and equivalents as of December-end.

The fourth quarter results reflect strong 8% revenue growth in its core Quantum Force appliance business, Harmony E-mail solution, and expanded adoption of the Infinity platform, Founder and Chairman Gil Shwed said.

Check Point Software Technologies surged over 27% in the last 12 months.

CHKP Stock Prediction For 2025

Equity research can be a valuable source of information for learning about a company's fundamentals. Analysts create financial models based on the fundamentals and expected future earnings of a company to arrive at a price target and recommendation for the stock.

Shares of Check Point Software have an average 1-year price target of $202.75, representing an expected downside of 6.49%.

Because of differences in assumptions, analysts can arrive at very different price targets and recommendations. No analysts have bearish recommendations on Check Point Software, while 2 analysts have bullish ratings. The street high price target from Jefferies is $225.0, while the street low from Citigroup is $190.0.

Price Action: CHKP stock is up 5.76% at $215.64 at the last check Thursday.

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