Update shared on31 Jul 2025
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.
- Completed repurchase of 6.3 million shares (14.24% of shares outstanding) for $515 million under its buyback program, including 82,000 shares for $15 million in the last quarter.
- Launched Clumio Backtrack for Amazon DynamoDB, enabling near-instant, granular data recoveries and reducing recovery time and costs for DynamoDB users.
- Announced expanded partnerships and integrations with Platform9, Hewlett Packard Enterprise, and Kyndryl/Pure Storage to enhance cyber resilience, data protection, compliance, and disaster recovery for hybrid, private, and public cloud workloads.
- Dropped from multiple Russell Value and Small Cap indices, but added to the Russell 2000 Dynamic Index.
Valuation Changes
Summary of Valuation Changes for Commvault Systems
- The Consensus Analyst Price Target has risen slightly from $199.42 to $208.09.
- The Future P/E for Commvault Systems has risen slightly from 66.55x to 69.42x.
- The Consensus Revenue Growth forecasts for Commvault Systems remained effectively unchanged, moving only marginally from 12.4% per annum to 12.2% per annum.
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