-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：基於12倍的本益比和我們預測的2026年每股收益10.47美元（低於三年平均），我們將目標價從178美元下調至126美元。我們將2026年每股收益預測從10.45美元上調至10.47美元，但將2027年每股收益預測從11.58美元下調至11.43美元。 CHKP公佈了2026年第一季業績，其中總收入為6.68億美元，較去年同期成長5%，主要得益於安全訂閱收入成長11%至3.23億美元。由於市場重組帶來的不利影響，產品收入下降3%至1.11億美元。這些變化加上記憶體價格上漲，增加了家電更新換代步伐的不確定性，儘管我們預期市場進入的阻力將在2026年下半年趨於穩定。儘管營收預期下調，但該公司維持了非GAAP每股收益和自由現金流預期，顯示其在成本控制和利潤率方面具有靈活性。我們認為，強勁的自由現金流也將支持持續的股票回購，推動每股盈餘的穩定。
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