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Published
28 Aug 24
Updated
05 Aug 26
Views
572
Not Invested
Commvault SystemsCVLT
CVLT logo
Fair Value
US$161.15
Share price05 Aug
US$130.0719.3% undervalued intrinsic discount
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1Y-26.08%
7D-4.64%

Expanding Margins And Cloud Momentum Will Drive Future Outperformance

AN
AnalystConsensusTarget
AnalystConsensusTarget

Analyst Consensus Target compiles analysts opinions to create narratives on stocks using the Analysts Consensus Price Target, forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
28 Aug 24
Updated
05 Aug 26
Views
572
Not Invested
Fair ValueUS$161.15
Share priceUS$130.07
19.3% undervalued intrinsic discount
Narrative
Updates20

Shared on 05 Aug 26

Fair value Increased 19%

CVLT: AI Security Demand And Data Protection Breadth Will Shape Future Confidence

Wall Street is more upbeat on Commvault, pointing to rising demand for data security and new AI-driven features, plus a closer partnership with Microsoft’s cloud. But fresh lawsuits, tougher hardware and supply-chain conditions, and worries about slower momentum have some analysts questioning how much more upside is left.
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5 viewsusers have viewed this narrative update

Shared on 24 Jun 26

Fair value Increased 1.50%

CVLT: Data Protection Breadth And Legal Overhang Will Shape Future Market Confidence

Commvault’s outlook gets a small lift as some analysts point to broader demand for its data‑protection tools, but others argue the stock already bakes in a lot of the good news. Adding pressure, a wave of investor lawsuits after a sharp post‑earnings drop puts the spotlight on how the company talks about growth and pricing.
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7 viewsusers have viewed this narrative update

Shared on 07 Jun 26

Fair value Decreased 2.39%

CVLT: Potential Sale And New CFO Appointment Will Restore Market Confidence

Commvault faces a cloud of lawsuits after a disappointing quarter, and some analysts worry management may play it safe with near-term guidance until a new finance leader is in place. Others see a possible sale and the right CFO hire as a way to steady expectations and rebuild trust over time.
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13 viewsusers have viewed this narrative update

Shared on 21 Apr 26

Fair value Decreased 1.39%

CVLT: Potential Sale And CFO Hire Will Reset Market Confidence

Analysts have trimmed the blended fair value estimate for Commvault Systems by about $2 to $136.46. This reflects a cluster of recent price target cuts and new neutral ratings that balance earlier bullish initiation against ongoing questions around AI risk, execution on potential asset sales, and leadership hiring.
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15 viewsusers have viewed this narrative update

Shared on 06 Apr 26

Fair value Decreased 0.80%

CVLT: CFO Hire And AI Security Alliances Will Rebuild Market Confidence

Analysts have trimmed the updated fair value estimate for Commvault Systems by about $1 to $138.38. This reflects slightly adjusted assumptions on discount rate, revenue growth, profit margins and P/E multiples following a series of recent price target reductions and mixed research commentary.
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38 viewsusers have viewed this narrative update

Shared on 23 Mar 26

Fair value Decreased 0.59%

CVLT: AI Disintermediation Reset And CFO Hire Could Unlock Future Upside

Analysts have trimmed the blended price target for Commvault Systems by under $1 to $139.50. This reflects broader cuts across the Street as they factor in modestly higher discount rates, muted initial FY27 guidance, and ongoing execution and competitive questions.
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14 viewsusers have viewed this narrative update

Shared on 08 Mar 26

CVLT: AI Disintermediation Risk Reset Will Support Future Upside Potential

Commvault Systems' analyst price targets have been reset lower by several firms, often by $20 to $67 at a time. Analysts are factoring in AI-related disintermediation risk, questions around a potential Life Sciences and Healthcare segment sale, and softer peer multiples and security budget expectations.
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12 viewsusers have viewed this narrative update

Shared on 22 Feb 26

CVLT: Reset Sector Multiples Will Support Future Upside From Current Levels

Analysts have reduced their average price target on Commvault Systems by $67 to $140.33, citing modestly lower peer multiples, more cautious security spending, and increasing competitive concerns. Analyst Commentary Recent Street research on Commvault Systems reflects a broad reset in expectations, with multiple firms cutting their price targets by amounts ranging from $10 to $67 and an average target now sitting at $140.33.
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5 viewsusers have viewed this narrative update

Shared on 08 Feb 26

Fair value Decreased 20%

CVLT: Reset Multiples And Higher Margins Will Create Future Upside Potential

Analysts have reset their price expectations for Commvault Systems, trimming the fair value estimate from about $175 to roughly $140 as they incorporate lower Street price targets, slightly higher discount rates, modestly softer revenue growth assumptions and a reduced future P/E, partly balanced by higher projected profit margins. Analyst Commentary Street research over the recent period has been dominated by a series of lower price targets for Commvault Systems, with multiple firms adjusting their views on valuation in light of changing sector multiples, security spending expectations and competitive considerations.
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4 viewsusers have viewed this narrative update

Shared on 24 Jan 26

Fair value Decreased 6.81%

CVLT: Shorter Contracts And Margin Pressure Will Create Future Upside Potential

Analysts have trimmed their fair value estimate for Commvault Systems to about $175 per share from roughly $187, reflecting a series of reduced price targets that cite slightly lower peer multiples, increased caution around security budgets, competitive concerns, and a less favorable margin outlook tied to shorter term contracts. Analyst Commentary Street research on Commvault Systems has centered on recalibrating price targets, with analysts weighing solid fundamental pillars against pockets of execution and competitive risk.
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4 viewsusers have viewed this narrative update

Shared on 09 Jan 26

Fair value Decreased 3.12%

CVLT: Shorter Contracts And Margin Pressure Will Set Up Attractive Upside Potential

Analysts have trimmed their price targets on Commvault Systems, with one firm cutting its view to US$167 from US$217. This contributes to a slightly lower fair value estimate of about US$187, reflecting concerns about shorter contract durations and a softer margin outlook after the recent Q2 earnings miss.
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7 viewsusers have viewed this narrative update

Shared on 20 Dec 25

Fair value Decreased 0.17%

CVLT: Shorter Contracts Will Pressure Margins Yet Support Attractive Upside Potential

Analysts have modestly reduced their price target for Commvault Systems, trimming fair value by about $0.34 per share to approximately $193.36. They are factoring in slightly lower discount rates, a leaner future P E multiple, and near term margin pressure stemming from shorter contract durations, despite an overall positive quarter.
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16 viewsusers have viewed this narrative update

Shared on 06 Dec 25

CVLT: Shorter Contracts Will Shape Margins Yet Support Attractive Upside Potential

Analysts have trimmed their price target on Commvault Systems by $50 to $167, reflecting concerns that shorter term contract durations and the resulting pressure on margins could weigh on the shares in the near term, despite an otherwise solid quarter. Analyst Commentary Street research following the latest quarterly results highlights a mixed but generally constructive view on Commvault Systems, with the reduced price target reflecting a recalibration of expectations rather than a fundamental shift in the long term thesis.
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11 viewsusers have viewed this narrative update

Shared on 22 Nov 25

Fair value Decreased 0.51%

CVLT: Shorter Contracts Will Define Revenue Predictability And Near-Term Performance

Commvault Systems' analyst price target has been reduced by $1 to $193.70, as analysts cite concerns over shorter contract durations and a tempered margin outlook. This comes despite generally positive recent results.
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14 viewsusers have viewed this narrative update

Shared on 08 Nov 25

Fair value Decreased 9.25%

CVLT: Future Revenue Predictability Will Depend On Contract Duration Trends

Analysts have reduced their price target for Commvault Systems from $217 to $167. They cite investor concerns around shorter contract durations and a lower margin outlook following the company's recent earnings report.
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17 viewsusers have viewed this narrative update

Shared on 24 Oct 25

Fair value Increased 3.11%
Analysts have increased their price target for Commvault Systems by approximately $6.47 to $214.56 per share. They cite stronger revenue growth, expanding profit margins, and continued confidence in the company's robust market momentum and execution.
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22 viewsusers have viewed this narrative update

Shared on 31 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.
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2 viewsusers have viewed this narrative update

Shared on 07 May 25

Fair value Increased 11%
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2 viewsusers have viewed this narrative update

Shared on 30 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.
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4 viewsusers have viewed this narrative update

Shared on 26 Mar 25

Fair value Decreased 8.34%
AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.
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1 viewusers have viewed this narrative update

Fair Value vs Share Price

US$161.15
vs US$130.0719.3% undervalued intrinsic discount
PastFuture-70m2b2015201820212024202620272029Revenue US$1.6bEarnings US$161.8m
10.6%
Revenue growth
9.8%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Commvault Systems

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Company analysis

Excellent balance sheet with reasonable growth potential.

Market capUS$5.4b
PB103.6x
Estimated Growth10.3%
Dividend YieldN/A
Full analysis

CEO & management

Sanjay Mirchandani
CEO
4.0yrs
CEO Tenure

Provides cyber resiliency solutions for enterprises to protect, secure, and recover data, applications, and identity system.

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