Zacks Premium also includes the Zacks Style Scores. The Style Scores are broken down into four categories: Momentum Score How Style Scores Work with the Zacks Rank That's where the Style Scores come in. Stock to Watch: Check Point Software (CHKP) Two analysts revised their earnings estimate higher in the last 60 days for fiscal 2024, while the Zacks Consensus Estimate has increased $0 to $9.07 per share. CHKP also boasts an average earnings surprise of 2.2%. Developed alongside the Zacks Rank, the Zacks Sty ...

Check Point Software Technologies (CHKP) reported second-quarter 2024 results, wherein both the bottom and top lines surpassed the Zacks Consensus Estimate and improved year over year. The IT security solutions provider reported non-GAAP earnings of $2.17 per share, beating the Zacks Consensus Estimate of $2.16. The bottom line increased 8% from the year-ago quarter's earnings of $2 per share. Check Point's quarterly revenues increased 7% year over year to $627.4 million and surpassed the Zacks Consensus Es ...

文章核心观点 1. Check Point 提供了一个全面、统一和协作的安全平台 Infinity Platform,利用人工智能驱动的威胁预防跨所有攻击面,并利用云实现速度和为客户提供统一视图[2][3] 2. Check Point 在企业客户和公共部门的收入增长强劲,其Infinity业务实现了两位数增长,同时正在快速整合人工智能能力到解决方案中[4][5][6] 3. 但Check Point 面临着激烈的竞争,其主要竞争对手正以更快的速度增长收入和利润,同时市值也更大[7] 4. Check Point 即将迎来新任CEO,这种领导层变更也带来了一定的不确定性[8] 5. 综合评估,Check Point 目前的估值水平已经反映了其增长预期,未来上行空间有限,故维持"持有"评级[9][10]

财务数据和关键指标变化 - 收入增长7%至6.27亿美元,超过中值预期5百万美元 [12] - 非GAAP每股收益增长8%至2.17美元,超过中值预期2美分 [12] - 递延收入增长2%至18.8亿美元,其中短期递延收入增长3%至13.42亿美元 [13] - 计算账单增长10%至6.2亿美元,其中当前计算账单增长7%至6.22亿美元 [13] 各条业务线数据和关键指标变化 - 产品和订阅收入实现两位数增长,高于过去几年 [14] - Infinity业务保持强劲增长,收入和订单双双实现两位数增长 [14][21] 各个市场数据和关键指标变化 - 所有地区新业务年化订单均实现两位数增长 [15] - 收入增长方面,增长通常滞后几个季度 [15] 公司战略和发展方向及行业竞争 - 公司正在大力投资人工智能,推出多项AI创新产品 [23][24][25] - 公司正在整合Perimeter 81,将网络安全、远程访问安全、云端安全等功能统一到一个平台 [55][56] - 公司认为客户需要更统一的安全架构,Infinity平台可以满足这一需求 [80][81] 管理层对经营环境和未来前景的评论 - 管理层对下半年前景保持乐观,认为管线和订单情况良好 [44][45][46][48] - 管理层认为行业整体安全需求仍在上升,公司有望从中受益 [52][53] 其他重要信息 - 公司宣布创始人Gil Shwed将于12月退任CEO,由Nadav Zafrir接任 [8][9][10] - 公司本季度获得3笔总合同价值1.3亿美元的大单 [21] - 公司在政府行业取得不错进展,本季度有92个政府机构采购公司产品 [22] 问答环节重要的提问和回答 问题1 **Joseph Gallo 提问** 为什么选择Nadav Zafrir接任CEO [30][31][32] **Gil Shwed 回答** Nadav Zafrir与自己性格不同,擅长对外沟通和内部激励,能很好地补充公司现有的优势 [31][32] 问题2 **Shaul Eyal 提问** 产品收入增长是否意味着公司在网络安全市场份额有所回升 [35][36][37] **Gil Shwed 回答** 公司在新业务和新交易中有所增长,但要判断市场份额变化还为时尚早 [36][37] 问题3 **Adam Tindle 提问** 对CrowdStrike事件的看法,是否会影响客户采购 [38][39][40][41] **Gil Shwed 回答** 安全需求仍在上升,自动更新是一个挑战但也是必要的,行业需要从中吸取教训 [39][40][41]

文章核心观点 - 公司本季度收入为6.274亿美元,同比增长6.6% [1] - 每股收益为2.17美元,去年同期为2.00美元 [1] - 公司收入和每股收益均超出市场预期 [2] 收入分析 - 产品和安全订阅收入为3.898亿美元,超出分析师预期3.833亿美元,同比增长9.6% [5] - 软件更新和维护收入为2.376亿美元,略高于分析师预期2.3688亿美元,同比增长2% [5] - 产品和许可收入为1.181亿美元,高于分析师预期1.1296亿美元,同比增长1% [5] - 安全订阅收入为2.717亿美元,略低于分析师预期2.7339亿美元,但同比增长13.7% [5] 股价表现 - 公司股价在过去一个月内上涨9.3%,优于标普500指数1.8%的涨幅 [6] - 公司目前评级为中性(Zacks Rank 3),意味着短期内可能与大盘持平 [6]

Check Point shares have added about 11.3% since the beginning of the year versus the S&P 500's gain of 16.5%. There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ...

Industry participants' financial performance for the to-be-reported quarter is likely to have benefited from ongoing digitization efforts globally. Companies across various sectors are investing heavily in cloud computing, cybersecurity and AI-driven solutions, which is anticipated to have boosted sales of IT services providers. Robust spending on cloud, Internet of Things (IoT), cyber security, data and analytics, artificial intelligence (AI) and automation is likely to have driven sales growth of IT servi ...

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Check Point has an Earnings ESP of +0.20% at the moment, suggest ...

REDWOOD CITY, Calif., July 16, 2024 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd. (NASDAQ: CHKP), a leading AI-powered, cloud-delivered cyber security platform provider, today announced that it has received a Leader ranking in the latest The Forrester Wave™: Mobile Threat Defense Solutions, Q3 2024 report. Check Point believes this recognition highlights Check Point's pioneering approach to delivering robust mobile security solutions, an integral component of its comprehensive Infinity Platform ...

REDWOOD CITY, Calif., July 16, 2024 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd. (NASDAQ: CHKP), a leading AI-powered, cloud-delivered cyber security platform provider, today announced that it has received a Leader ranking in the latest The Forrester Wave™: Mobile Threat Defense Solutions, Q3 2024 report. Check Point believes this recognition highlights Check Point's pioneering approach to delivering robust mobile security solutions, an integral component of its comprehensive Infinity Platform ...