Check Point Software: Likely Limited Impact Of Tariffs, But I Remain Cautious

  • Check Point Software Technologies Ltd. is set to report Q1 '25 earnings on April 23, with analysts expecting $2.19 adjusted EPS and $636.27m in sales. Despite historical performance, I expect the company to beat estimates but don't foresee a significant share price swing unless outlook guidance changes. Key concerns include potential downward revisions in outlook due to economic uncertainty and tariff impacts on customer spending and infrastructure upgrades.