---
title: "研究警報：CFRA 維持對 Check Point 軟件股票的持有意見"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/285069629.md"
description: "CFRA 對 Check Point Software Technologies Ltd.維持持有評級，將目標價從 178 美元下調至 126 美元。2026 年的每股收益（EPS）預測上調至 10.47 美元，而 2027 年的 EPS 預測則下調至 11.43 美元。2026 年第一季度的業績表現參差不齊，收入為 6.68 億美元，同比增長 5%，但產品收入下降了 3%。儘管面臨挑戰，該公司仍維持其非公認會計原則（non-GAAP）EPS 和自由現金流的指引，表明其在成本管理上的靈活性以及持續的股票回購"
datetime: "2026-05-04T11:50:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285069629.md)
  - [en](https://longbridge.com/en/news/285069629.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285069629.md)
---

# 研究警報：CFRA 維持對 Check Point 軟件股票的持有意見

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:

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.

MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.

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