Cybersecurity And SaaS Transition Will Define Long-Term Success

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AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Published
28 Aug 24
Updated
31 Jul 25
AnalystConsensusTarget's Fair Value
US$208.09
10.4% undervalued intrinsic discount
31 Jul
US$186.50
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1Y
38.1%
7D
14.1%

Author's Valuation

US$208.1

10.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on31 Jul 25
Fair value Increased 4.35%

The increase in Commvault Systems' analyst price target primarily reflects a modest rise in the company's future P/E multiple rather than any improvement in revenue growth expectations, with the fair value rising from $199.42 to $208.09. What's in the News Commvault provided Q2 and FY26 guidance, expecting Q2 revenues of $272–274 million with subscription revenues of $174–176 million; FY26 total revenues of $1,161–1,165 million and subscription revenues of $753–757 million.

Shared on07 May 25
Fair value Increased 11%

Shared on30 Apr 25
Fair value Increased 3.90%

AnalystConsensusTarget has increased profit margin from 6.4% to 11.0% and decreased future PE multiple from 116.0x to 68.0x.

Shared on26 Mar 25
Fair value Decreased 8.34%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.