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Commvault Systems, Inc. Stock Price

NasdaqGS:CVLT Community·US$5.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 34 Fair Values set on narratives written by author

CVLT Share Price Performance

US$124.93
-61.57 (-33.01%)
US$135.20
Fair Value
US$124.93
-61.57 (-33.01%)
7.6% undervalued intrinsic discount
US$135.20
Fair Value
Price US$124.93
AnalystConsensusTarget US$135.20
AnalystHighTarget US$175.00
AnalystLowTarget US$100.00

CVLT Community Narratives

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Fair Value US$135.2 7.6% undervalued intrinsic discount

Expanding Margins And Cloud Momentum Will Drive Future Outperformance

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Fair Value US$175 28.6% undervalued intrinsic discount

AI Resilience And Cloud Sovereignty Tailwinds Will Drive Long Term Upside Potential

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·
Fair Value US$100 24.9% overvalued intrinsic discount

Shorter SaaS Contracts And Rising Cyber Threats Will Challenge Execution Yet Support Long-Term Potential

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US$100
24.9% overvalued intrinsic discount
Revenue
11.14% p.a.
Profit Margin
10.02%
Future PE
26.22x
Price in 2029
US$128.62
US$135.2
7.6% undervalued intrinsic discount
Revenue
11.58% p.a.
Profit Margin
11.86%
Future PE
29.67x
Price in 2029
US$174.35

Trending Discussion

No trending discussion available.

Updated Narratives

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CVLT: AI And ARR Uncertainty Will Pressure Future Earnings Multiple

Fair Value: US$100 24.9% overvalued intrinsic discount
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CVLT: Data Protection Role And Azure Pact Will Drive Future Upside

Fair Value: US$175 28.6% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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CVLT: Data Protection Breadth And Legal Overhang Will Shape Future Market Confidence

Fair Value: US$135.2 7.6% undervalued intrinsic discount
11 users have set this as their fair value
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Snowflake Analysis

Excellent balance sheet with reasonable growth potential.

2 Risks
3 Rewards

Commvault Systems, Inc. Key Details

US$1.2b

Revenue

US$230.0m

Cost of Revenue

US$985.9m

Gross Profit

US$917.6m

Other Expenses

US$68.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.65
81.09%
5.62%
1,694.3%
View Full Analysis

About CVLT

Founded
1996
Employees
3300
CEO
Sanjay Mirchandani
WebsiteView website
www.commvault.com

Commvault Systems, Inc. provides cyber resiliency solutions for enterprises to protect, secure, and recover data, applications, and identity system. The company offers Operational Recovery for backup and recovery capabilities in hybrid enterprise workloads, such as backup, restore, recovery validation, and policy-based data movement to cloud storage; Autonomous Recovery, which adds automation, orchestration, and validation intended to reduce recovery times, downtime, and operational complexity; and Cyber Recovery, which adds cyber preparedness, threat detection, and clean recovery features to help organizations respond to ransomware and other cyber incidents. The company also provides Commvault Cleanroom Recovery, an isolated and on-demand recovery environment in the cloud; Commvault HyperScale Grid, an integrated and scale-out data protection solution; Commvault HyperScale Flex, a data protection solution designed to support enterprise-scale environments and large-volume data workloads; and Commvault Threatscan to help identify and isolate malicious or anomalous data within backup environments. In addition, it offers Commvault Cloud Air Gap Protect for isolated cloud storage; Commvault's Compliance, which includes reporting, auditing, and logging; Commvault's Cloud Rewind for data recovery with automated cloud application and infrastructure rebuild capabilities; and Commvault’s Clumio Backtrack to revert cloud objects and datasets to a prior point in time. Further, the company provides professional and customer support services comprising real-time support, support engineers, customer success options, technology consulting services, recovery services, education services, and cyber resilience managed services. It operates in the United States, Canada, and Latin America, as well as in Europe, the Middle East, Africa, Australia, India, Southeast Asia, and China. Commvault Systems, Inc. was incorporated in 1996 and is headquartered in Tinton Falls, New Jersey.

Recent CVLT News & Updates

Seeking Alpha Aug 01

Commvault: Recent Earnings Results Show Subscriber Growth, As Data Security Demand Thrives

Summary Commvault Systems is rated a buy, leveraging macro tailwinds in data security, robust subscriber growth, and strong cash flow despite high leverage risk. CVLT's competitive edge is reinforced by proven deployments with large enterprises, top-tier ROE, and a #1 ranking in key Gartner use cases. Fiscal Q1 2027 results highlight a strategic Microsoft partnership and 39% YoY SaaS segment growth, supporting the bullish case. While high debt and muted EPS trends temper enthusiasm, consensus expects +25% earnings growth in fiscal 2027 and recent price outperformance vs. the S&P 500. Read the full article on Seeking Alpha

Recent updates

No updates