-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：基于12倍的市盈率和我们预测的2026年每股收益10.47美元（低于三年平均水平），我们将目标价从178美元下调至126美元。我们将2026年每股收益预测从10.45美元上调至10.47美元，但将2027年每股收益预测从11.58美元下调至11.43美元。CHKP公布了2026年第一季度业绩，其中总收入为6.68亿美元，同比增长5%，主要得益于安全订阅收入增长11%至3.23亿美元。由于市场重组带来的不利影响，产品收入下降3%至1.11亿美元。这些变化加上内存价格上涨，增加了家电更新换代步伐的不确定性，尽管我们预计市场进入方面的阻力将在2026年下半年趋于稳定。尽管营收预期下调，但该公司维持了非GAAP每股收益和自由现金流预期，表明其在成本控制和利润率方面具有灵活性。我们认为，强劲的自由现金流也将支持持续的股票回购，从而推动每股收益的稳定。
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