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CommVault Systems (CVLT)
NASDAQ:CVLT
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CommVault Systems (CVLT) Price & Analysis

527 Followers

CVLT Stock Chart & Stats

$131.16
$6.60(4.64%)
At close: 4:00 PM EDT
$131.16
$6.60(4.64%)

Bulls Say, Bears Say

Bulls Say
Subscription And SaaS GrowthStrong recurring-revenue growth indicates expanding customer adoption and improving revenue visibility. The rapid increase in SaaS ARR supports a durable shift toward subscription economics, while continued ARR expansion creates opportunities for renewals, workload growth, and additional product adoption.
Recurring Revenue MixThe increasing subscription mix makes revenue more recurring and less dependent on perpetual-license transactions. This should improve customer retention visibility, support steadier cash generation, and provide a stronger base for cross-selling capacity, cloud services, and cyber-resilience features.
Margin And Cash GenerationHigh gross margins and substantial free cash flow demonstrate strong software economics and earnings quality. Margin expansion provides resources to fund product development and sales investments, while cash generation supports capital returns and helps the company manage its elevated debt burden.
Bears Say
Elevated Leverage And Thin EquityThe unusually small equity base leaves Commvault more exposed if operating performance weakens or cash generation falls. High leverage can constrain acquisitions, investment, and other capital-allocation choices, while debt obligations make sustained free cash flow increasingly important to financial resilience.
Profitability VolatilityThe return to sustained profitability is encouraging, but the modest latest net margin and prior earnings swings reduce predictability. Less consistent profitability can make it harder to absorb execution setbacks, support leverage comfortably, and convert strong gross margins into durable bottom-line results.
Subscription Conversion And Deal TimingSlower migration from perpetual products and shorter contract durations can delay recurring-revenue conversion and reduce the value of near-term bookings. Hardware-related timing issues may also complicate enterprise purchasing decisions, creating execution pressure even as management expects stronger additions later in the year.

CommVault Systems News

CVLT FAQ

What was CommVault Systems’s price range in the past 12 months?
CommVault Systems lowest stock price was $71.75 and its highest was $196.88 in the past 12 months.
    What is CommVault Systems’s market cap?
    CommVault Systems’s market cap is $5.99B.
      When is CommVault Systems’s upcoming earnings report date?
      CommVault Systems’s upcoming earnings report date is Nov 03, 2026 which is in 43 days.
        How were CommVault Systems’s earnings last quarter?
        CommVault Systems released its earnings results on Jul 28, 2026. The company reported $1.42 earnings per share for the quarter, beating the consensus estimate of $1.162 by $0.258.
          Is CommVault Systems overvalued?
          According to Wall Street analysts CommVault Systems’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does CommVault Systems pay dividends?
            CommVault Systems does not currently pay dividends.
            What is CommVault Systems’s EPS estimate?
            CommVault Systems’s EPS estimate is 1.24.
              How many shares outstanding does CommVault Systems have?
              CommVault Systems has 41,444,565 shares outstanding.
                What happened to CommVault Systems’s price movement after its last earnings report?
                CommVault Systems reported an EPS of $1.42 in its last earnings report, beating expectations of $1.162. Following the earnings report the stock price went down -19.698%.
                  Which hedge fund is a major shareholder of CommVault Systems?
                  Currently, no hedge funds are holding shares in CVLT
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    CommVault Systems

                    Commvault Systems, Inc. provides a cyber resilience platform for protecting and recovering data and cloud-native applications in the Americas and internationally. The company offers Operational Recovery, which provides backup, verifiable recovery, and cost-optimized cloud workload mobility to ensure data availability and granular recovery; autonomous recovery for automated disaster and cyber recovery use cases to deliver backup, replication, and disaster recovery for all workloads on-premises, in the cloud, across various clouds, and in hybrid environments; and Cyber Recovery for threat scanning to hunt for threats within backup data, cyber deception, and threat detection to provide early warning of attacks. It also provides Commvault Cloud’s Cleanroom Recovery for organizations to be ready to recover by providing a clean, isolated, and on-demand recovery location in the cloud, as well as the ability to test their incident response plans and recover; and Commvault HyperScale X, an intuitive, easy-to-deploy and scale-out, and integrated data protection solution to support enterprises' transformations, such as legacy scale-up infrastructures, hybrid cloud, container, and virtualized environments. In addition, the company offers Commvault Cloud Air Gap Protect, an integrated air-gapped cloud storage target that enables IT organizations to adopt cloud storage to ease digital transformation, reduce risks, and scale; and Commvault's Compliance, which provides built-in reporting, auditing, and logging to help ensure data is not modified or deleted for legal and compliance purposes. Further, it provides Commvault Cloud Rewind to restore an organization’s cloud application and data environment; and Commvault’s Clumio Backtrack to revert objects and datasets stored in Amazon Simple Storage Service (Amazon S3), as well as professional and customer support services. The company was incorporated in 1996 and is headquartered in Tinton Falls, New Jersey.

                    CommVault Systems (CVLT) Earnings & Revenues

                    CVLT Company Deck

                    CVLT Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized strong top-line SaaS and subscription ARR growth, significant margin expansion, record-level profitability metrics, and robust free cash flow — driven by SaaS momentum, product innovation (identity and AI-resilience capabilities), ecosystem expansion (Microsoft partnership), and growing multiproduct adoption. The primary negatives were execution/timing headwinds from hardware supply constraints, modest FX impact, lighter-than-usual convergence from perpetual to subscription in Q1, and the seasonal nature of ARR additions (weighted to H2). These drawbacks were characterized as manageable and largely timing-related rather than structural, and management maintained or raised full-year guidance, indicating confidence in the company's trajectory.View all CVLT earnings summaries

                    CVLT Stock 12 Month Forecast

                    Average Price Target

                    $159.82
                    ▲(21.85% Upside)
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35,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":87.35,"date":1769904000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 25,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":85.31,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 21,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n    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