Commvault Systems Resultados de beneficios anteriores
Pasado controles de criterios 1/6
Commvault Systems ha aumentado sus beneficios a una tasa media anual de 42%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 24.9% anual. Los ingresos han ido creciendo a una tasa media de 9.7% al año. La rentabilidad financiera de Commvault Systems es de 942.8%, y sus márgenes netos son de 6%.
Información clave
41.99%
Tasa de crecimiento de los beneficios
42.26%
Tasa de crecimiento del BPA
| Crecimiento de la industria Software | 17.33% |
| Tasa de crecimiento de los ingresos | 9.66% |
| Rentabilidad financiera | 942.85% |
| Margen neto | 5.97% |
| Próxima actualización de resultados | 28 Jul 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • Jul 08
CVLT: Data Protection Role And Azure Pact Will Drive Future Upside
The analyst price target for Commvault Systems in this update is adjusted from $185.00 to $175.00, reflecting analysts' mixed, but generally constructive, views on the company's data protection growth drivers and the recent clustering of Street targets in the $135 to $155 range. Analyst Commentary Recent Street commentary on Commvault Systems points to a mix of constructive and more cautious views, but the recurring theme from bullish analysts is that the company’s role in data protection is still not fully reflected in current valuation ranges.Seeking Alpha • Jul 02
Commvault Systems: The Hidden SaaS Strength Behind CVLT's Recent Dip
Summary Commvault Systems is rated Buy, with a $173.5/share target, reflecting robust SaaS-driven recurring revenue and strong free cash flow growth. CVLT's transition to cloud-based SaaS subscriptions accelerated, with recurring revenue up 21% YoY and SaaS revenue surpassing $400 million, driving higher margins. Accounting changes will boost subscription revenue visibility to 82% of total, likely supporting multiple expansions as Wall Street reprices CVLT. Key risks include convertible bond dilution, intensifying competition from Rubrik and hyperscalers, and the need to monitor SaaS NRR, which declined to 122%. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 24
CVLT: Data Protection Breadth And Legal Overhang Will Shape Future Market Confidence
The fair value estimate for Commvault Systems has been adjusted from $133.20 to $135.20 as analysts point to a wider range of growth drivers in data protection, along with a series of higher Street price targets, as key supports for the updated view. Analyst Commentary Recent Street research around Commvault Systems reflects a mix of optimism on growth drivers in data protection and some hesitation around valuation and deal scenarios.Artículo de análisis • Jun 19
Commvault Systems (CVLT) Stock Could Be 27% Below Fair Value After ARR Lawsuits
Commvault Systems (CVLT) is back in focus after a sharp single day stock drop and a wave of securities class action lawsuits tied to disclosures about annual recurring revenue (ARR) guidance and third quarter results. See our latest analysis for Commvault Systems. At a share price of $130.03, Commvault Systems has seen a 63.75% 90 day share price return and a 27.52% 30 day share price return, while its 1 year total shareholder return has declined 27.83%. This indicates strong short term...Actualización de narrativa • Jun 07
CVLT: Potential Sale And New CFO Appointment Will Restore Market Confidence
Narrative Update on Commvault Systems The analyst price target for Commvault Systems has been adjusted to $133.20 from $136.46 as analysts factor in updated views on growth, profitability and P/E assumptions, following a mix of recent initiations, rating changes and revised targets across the Street. Analyst Commentary Recent research on Commvault Systems reflects a mix of optimism and caution, with several fresh initiations, rating changes and price target revisions feeding into the updated consensus view.Actualización de narrativa • Apr 21
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.Actualización de narrativa • Apr 06
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.Actualización de narrativa • Mar 23
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.Actualización de narrativa • Mar 08
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.Actualización de narrativa • Feb 22
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.Actualización de narrativa • Feb 08
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.Artículo de análisis • Feb 01
Commvault Systems, Inc. (NASDAQ:CVLT) Stocks Pounded By 31% But Not Lagging Market On Growth Or Pricing
Unfortunately for some shareholders, the Commvault Systems, Inc. ( NASDAQ:CVLT ) share price has dived 31% in the last...Nueva narrativa • Jan 29
AI Resilience And Cloud Sovereignty Tailwinds Will Drive Long Term Upside Potential
Catalysts About Commvault Systems Commvault Systems provides data protection, cyber resilience and recovery software and SaaS for enterprises across hybrid and multi cloud environments. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Jan 24
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.Actualización de narrativa • Jan 09
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.Artículo de análisis • Jan 05
Commvault Systems (NASDAQ:CVLT) Seems To Use Debt Rather Sparingly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Actualización de narrativa • Dec 20
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.Actualización de narrativa • Dec 06
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.Actualización de narrativa • Nov 22
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.Actualización de narrativa • Nov 08
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.Artículo de análisis • Nov 06
Risks Still Elevated At These Prices As Commvault Systems, Inc. (NASDAQ:CVLT) Shares Dive 28%
Commvault Systems, Inc. ( NASDAQ:CVLT ) shareholders that were waiting for something to happen have been dealt a blow...Actualización de narrativa • Oct 24
Expanding Margins And Cloud Momentum Will Drive Future Outperformance
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.Artículo de análisis • Jul 28
Commvault Systems' (NASDAQ:CVLT) Returns On Capital Are Heading Higher
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Desglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Commvault Systems. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 1,184 | 71 | 679 | 162 |
| 31 Dec 25 | 1,147 | 87 | 659 | 161 |
| 30 Sep 25 | 1,096 | 80 | 632 | 159 |
| 30 Jun 25 | 1,053 | 81 | 606 | 153 |
| 31 Mar 25 | 996 | 76 | 572 | 146 |
| 31 Dec 24 | 944 | 171 | 538 | 142 |
| 30 Sep 24 | 898 | 177 | 508 | 137 |
| 30 Jun 24 | 866 | 175 | 485 | 134 |
| 31 Mar 24 | 839 | 169 | 469 | 132 |
| 31 Dec 23 | 819 | -1 | 460 | 129 |
| 30 Sep 23 | 798 | -18 | 450 | 127 |
| 30 Jun 23 | 785 | -27 | 444 | 133 |
| 31 Mar 23 | 785 | -36 | 445 | 142 |
| 31 Dec 22 | 787 | 16 | 453 | 150 |
| 30 Sep 22 | 794 | 26 | 458 | 157 |
| 30 Jun 22 | 784 | 23 | 462 | 158 |
| 31 Mar 22 | 770 | 34 | 453 | 154 |
| 31 Dec 21 | 755 | 32 | 439 | 149 |
| 30 Sep 21 | 741 | 24 | 431 | 145 |
| 30 Jun 21 | 734 | -19 | 424 | 138 |
| 31 Mar 21 | 723 | -31 | 424 | 133 |
| 31 Dec 20 | 697 | -28 | 418 | 131 |
| 30 Sep 20 | 685 | -31 | 419 | 125 |
| 30 Jun 20 | 682 | 3 | 421 | 118 |
| 31 Mar 20 | 671 | -6 | 428 | 110 |
| 31 Dec 19 | 688 | -17 | 443 | 100 |
| 30 Sep 19 | 695 | -3 | 450 | 92 |
| 30 Jun 19 | 697 | 5 | 459 | 92 |
| 31 Mar 19 | 711 | 4 | 471 | 93 |
| 31 Dec 18 | 714 | 4 | 478 | 91 |
| 30 Sep 18 | 711 | -68 | 489 | 93 |
| 30 Jun 18 | 710 | -70 | 499 | 93 |
| 31 Mar 18 | 699 | -62 | 501 | 91 |
| 31 Dec 17 | 681 | -60 | 496 | 92 |
| 30 Sep 17 | 668 | 1 | 489 | 90 |
| 30 Jun 17 | 659 | 2 | 480 | 87 |
| 31 Mar 17 | 645 | -1 | 473 | 80 |
| 31 Dec 16 | 638 | 5 | 456 | 79 |
| 30 Sep 16 | 626 | 8 | 448 | 76 |
| 30 Jun 16 | 608 | -1 | 439 | 72 |
| 31 Mar 16 | 594 | 2 | 428 | 69 |
| 31 Dec 15 | 586 | -2 | 428 | 68 |
| 30 Sep 15 | 584 | -4 | 423 | 66 |
Ingresos de calidad: CVLT tiene una única gran pérdida de $34.7M que afecta a sus resultados financieros de los últimos 12 meses de 31st March, 2026.
Margen de beneficios creciente: Los actuales márgenes de beneficio(6%) de CVLT son inferiores a los del año pasado (7.6%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: CVLT ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 42% al año.
Acelerando crecimiento: CVLT ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.
Beneficios vs. Industria: CVLT tuvo un crecimiento negativo de los beneficios (-7.2%) durante el año pasado, lo que dificulta la comparación con la media de la industria Software (14.4%).
Rentabilidad financiera
Alta ROE: Aunque la rentabilidad financiera (942.85%) de CVLT es excepcional, esta métrica está sesgada debido a su alto nivel de deuda.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/12 02:57 |
| Precio de las acciones al final del día | 2026/07/10 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2026/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Commvault Systems, Inc. está cubierta por 34 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Shrenik Kothari | Baird |
| Joel Fishbein | BMO Capital Markets Equity Research |
| Joel Fishbein | BTIG |