Check Point, the Technology sector company, was revisited by a Wall Street analyst today. Analyst Shaul Eyal from TD Cowen reiterated a Buy rating on the stock and has a $285.00 price target.
Claim 50% Off TipRanks Premium
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential
Shaul Eyal has given his Buy rating due to a combination of factors that point to both solid near-term execution and healthy longer-term prospects for Check Point. He expects the company to close the fourth quarter with steady growth in billings and revenue, supported by a hardware firewall upgrade cycle, rising demand for newer software offerings like Harmony Email and SASE, and the benefits from a revamped go-to-market structure. These drivers underpin his projections for mid- to high-single-digit top-line expansion, high-single-digit growth in both product and software subscription revenue, and robust profitability as reflected in his non-GAAP EPS estimate.
Eyal also bases his positive stance on broader industry data from his 2026 cybersecurity survey, which points to expanding budgets for network security and SASE—areas directly aligned with Check Point’s core strengths and growth initiatives. He believes emerging products such as Harmony Email and SASE will increasingly contribute to growth, with Harmony Email expected to surpass $200 million in ARR and SASE growing at a strong compounded rate. While he acknowledges potential margin pressure from acquisitions and currency headwinds, he still sees operating margins around 40% as sustainable, reinforcing his view of Check Point as a defensive, well-positioned cybersecurity name. Consequently, he reiterates a Buy rating and a $285 price target, reflecting confidence in both the company’s execution and the supportive market backdrop.
Eyal covers the Technology sector, focusing on stocks such as Palo Alto Networks, Tenable Holdings, and CrowdStrike Holdings. According to TipRanks, Eyal has an average return of 23.1% and a 63.27% success rate on recommended stocks.
In another report released on January 20, Truist Financial also maintained a Buy rating on the stock with a $225.00 price target.