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

521 Followers

CVLT Stock Chart & Stats

$94.23
$1.96(1.28%)
At close: 4:00 PM EST
$94.23
$1.96(1.28%)

Bulls Say, Bears Say

Bulls Say
Free Cash Flow GenerationSustained, large free cash flow provides durable financial flexibility: it funds buybacks, R&D and go-to-market investment, supports debt servicing, and underpins management's ability to execute the SaaS transition without relying on external financing, strengthening long-term resilience.
Subscription / SaaS ARR MomentumRapid ARR growth reflects a structural shift to recurring revenue, improving revenue visibility and predictability. A larger subscription base supports higher lifetime value, smoother cash flows, and enables scalable SaaS economics as the company upsells modules and expands footprint in existing accounts.
Strong Net Dollar RetentionNet dollar retention well above 100% indicates consistent expansion within customers, reducing dependency on new logos. Durable account-level expansion supports sustainable ARR growth, improves margin leverage over time, and magnifies the economic value of the installed customer base.
Bears Say
Elevated LeverageA sharp step-up in debt and a very thin equity cushion materially increase financial risk. High leverage constrains strategic optionality, raises refinancing and interest-rate vulnerability, and makes the company more dependent on continued strong cash generation to avoid covenant or liquidity stress.
Reduced Reporting TransparencyShifting to annual-only ARR/FCF disclosure and dropping total ARR reduces quarter-to-quarter visibility into subscription health and early signals of churn or slowdown. This impairs investor monitoring of execution against targets and may mask quarterly mix volatility that affects long-term forecasting.
Hardware / Memory Cost PressuresPersistent memory and component cost inflation and supply constraints can compress gross margins on appliance and hybrid offerings, delay customer projects, and force pricing trade-offs. These structural supply-cost issues can slow enterprise deployments and strain operating leverage over multiple quarters.

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 $200.68 in the past 12 months.
    What is Commvault Systems’s market cap?
    Commvault Systems’s market cap is $5.87B.
      When is Commvault Systems’s upcoming earnings report date?
      Commvault Systems’s upcoming earnings report date is Aug 04, 2026 which is in 34 days.
        How were Commvault Systems’s earnings last quarter?
        Commvault Systems released its earnings results on Apr 28, 2026. The company reported $1.28 earnings per share for the quarter, beating the consensus estimate of $1.088 by $0.192.
          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 1.16.
              How many shares outstanding does Commvault Systems have?
              Commvault Systems has 41,421,688 shares outstanding.
                What happened to Commvault Systems’s price movement after its last earnings report?
                Commvault Systems reported an EPS of $1.28 in its last earnings report, beating expectations of $1.088. Following the earnings report the stock price went up 10.825%.
                  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

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed strong growth and operational momentum: robust ARR and SaaS expansion, record free cash flow, improving margins, rising multiproduct adoption, and clear FY2027 guidance. Challenges cited — hardware/memory cost pressures, quarter-to-quarter mix variability, reduced disclosure granularity, and early-stage monetization of AI-related offerings — are notable but do not materially undermine the strong financial and commercial progress. Overall, the positives (accelerating SaaS growth, cash generation, expanding product adoption and clear guidance) outweigh the headwinds.View all CVLT earnings summaries

                    CVLT Stock 12 Month Forecast

                    Average Price Target

                    $131.64
                    ▲(39.70% Upside)
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13,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":139.22,"date":1761955200000,"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 22,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":121.25,"date":1764547200000,"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 27,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n  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