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Investing.com - Cantor Fitzgerald has reiterated its Neutral rating on Check Point Software (NASDAQ:CHKP), currently trading at $196.75 with a market capitalization of $21.1 billion, with a price target of $220.00 ahead of the company’s third-quarter 2025 earnings report, scheduled for October 28.
The firm’s analysis indicates a constructive long-term outlook for Check Point, supported by SASE expansion and disciplined merger and acquisition activities. According to InvestingPro data, the company maintains impressive gross profit margins of 88% and demonstrates strong financial health with a comprehensive score of "GOOD."
Near-term challenges identified by Cantor Fitzgerald include soft firewall demand in channel feedback, fading refresh cycles, and Check Point’s legacy brand perception, all of which suggest limited upside potential for the third quarter of 2025.
The research firm expects Check Point’s fiscal year 2025 guidance to be in line with current expectations or only modestly higher, contributing to the maintained Neutral stance.
Cantor Fitzgerald’s $220 price target represents the firm’s 12-month outlook for the cybersecurity company’s stock valuation.
In other recent news, Check Point Software Technologies reported its Q2 2025 earnings, revealing an earnings per share (EPS) of $2.37, slightly surpassing the forecast of $2.36. The company’s revenue also exceeded expectations, reaching $665 million against a predicted $661.84 million. Additionally, Check Point announced the global rollout of an integrated cloud security solution in partnership with Wiz, combining their cloud network security with Wiz’s Cloud-Native Application Protection Platform. In a move to enhance its offerings to federal agencies, Check Point received full FedRAMP authorization at the Moderate Impact Level for its platform, enabling deployment across federal networks. The company also introduced Enterprise Browser for Harmony SASE customers, targeting unmanaged devices with Zero Trust security. Furthermore, Check Point appointed Brett Theiss as Chief Marketing Officer, tasked with driving the company’s global growth agenda. These developments mark significant steps in Check Point’s strategic initiatives and market positioning.
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