Fatima Boolani, an analyst from Citi, maintained the Hold rating on Check Point. The associated price target remains the same with $200.00.
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Fatima Boolani’s rating is based on a combination of factors that reflect both positive developments and areas of caution for Check Point Software Technologies. The company has shown impressive billings growth, the highest since 2012, driven by strong demand for its Hybrid Mesh Network, Workspace, and External Risk Management solutions. However, this growth is partly attributed to easier comparisons from the previous year and some delayed deals from the second quarter of 2025.
Despite the positive momentum, there are concerns as product revenue growth has decelerated, and the overall revenue increase was modest, resulting in largely in-line operating margins. The acceleration in operating expenses, particularly in sales and marketing, also adds pressure. While the new CEO’s initiatives show early signs of success, Boolani remains cautious and prefers to wait for more consistent execution before considering a more favorable rating.
According to TipRanks, Boolani is a 5-star analyst with an average return of 18.6% and a 63.49% success rate. Boolani covers the Technology sector, focusing on stocks such as Cloudflare, Okta, and Rubrik, Inc. Class A.
In another report released yesterday, Roth MKM also maintained a Hold rating on the stock with a $215.00 price target.