<div id="readability-page-1"><p>07:50 AM EDT, 05/04/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:</p><p>We lower our target price to $126 from $178, based on a P/E multiple of 12x our 2026 EPS projection of $10.47, below its three-year average. We increase our 2026 EPS projection to $10.47 from $10.45, but trim our 2027 EPS forecast to $11.43 from $11.58. CHKP delivered mixed Q1 2026 results, with total revenues of $668M growing 5% Y/Y, supported by 11% growth in security subscriptions to $323M. Product revenues declined 3% to $111M due to go-to-market restructuring headwinds. These changes coupled with memory pricing increases have added uncertainty to the pace of appliance refreshes, although we anticipate go-to-market headwinds to stabilize in 2H 2026. Despite the lowered revenue outlook, the firm maintained its non-GAAP EPS and free cash flow guidance, suggesting flexibility to manage costs and margin resilience. Strong free cash flow generation will also support continued share buybacks to drive EPS stability, in our view.</p> <p>MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.</p></div>

Check Point 软件

IHAK

网络安全 ETF - GlobalX

<p>CFRA 对 Check Point Software Technologies Ltd.维持持有评级，将目标价从 178 美元下调至 126 美元。2026 年的每股收益（EPS）预测上调至 10.47 美元，而 2027 年的 EPS 预测则下调至 11.43 美元。2026 年第一季度的业绩表现参差不齐，收入为 6.68 亿美元，同比增长 5%，但产品收入下降了 3%。尽管面临挑战，该公司仍维持其非公认会计原则（non-GAAP）EPS 和自由现金流的指引，表明其在成本管理上的灵活性以及持续的股票回购</p>

研究警报：CFRA 维持对 Check Point 软件股票的持有意见