Commvault Systems, Inc.

NasdaqGS:CVLT Rapport sur les actions

Capitalisation boursière : US$5.5b

Commvault Systems Croissance future

Future contrôle des critères 4/6

Commvault Systems devrait augmenter ses bénéfices et son chiffre d'affaires de 27% et de 10.3% par an respectivement. Le BPA devrait croître de de 31% par an. Le rendement des capitaux propres devrait être 131% dans 3 ans.

Informations clés

27.0%

Taux de croissance des bénéfices

30.96%

Taux de croissance du BPA

Software croissance des bénéfices20.5%
Taux de croissance des recettes10.3%
Rendement futur des capitaux propres131.03%
Couverture par les analystes

Good

Dernière mise à jour10 Sep 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • Sep 03

CVLT: AI Security Demand And ARR Uncertainty Will Shape Future Earnings Multiple

Commvault Systems now carries an updated analyst fair value estimate of $130, up from $100, as analysts weigh the company’s role in data protection, ongoing AI and security demand trends, and debates around subscription ARR guidance and future P/E assumptions. Analyst Commentary Recent research on Commvault Systems shows a mixed backdrop, with several firms lifting fair value and price targets while others stress execution and growth risks.
Mise à jour du récit • Aug 19

CVLT: AI Cyber Resilience Partnerships Will Drive Future Upside Potential

Commvault Systems' analyst fair value estimate has moved from $175 to $200 as analysts balance higher assumed future P/E multiples with more tempered expectations for revenue growth and profit margins, citing the company’s role in data protection, ongoing AI and cyber resilience demand, and recent shifts in ratings and price targets across the Street. Analyst Commentary Recent Street research on Commvault Systems presents a mix of optimism about the company’s position in data protection and AI driven security, alongside caution about guidance, catalysts and longer term subscription ARR targets.
Article d’analyse • Aug 08

Commvault Systems' (NASDAQ:CVLT) Soft Earnings Are Actually Better Than They Appear

Commvault Systems, Inc.'s ( NASDAQ:CVLT ) earnings announcement last week didn't impress shareholders. However, our...
Mise à jour du récit • Aug 05

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

Commvault Systems' analyst price target has been revised higher from an implied fair value of about $135.20 to roughly $161.15, as analysts balance concerns about more modest revenue growth and profit margins with a higher assumed future P/E and ongoing confidence in the company's role in data protection and AI driven security demand. Analyst Commentary Recent research on Commvault Systems shows a split between bullish analysts who are raising price targets and more cautious voices who see limited catalysts from here.
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
Mise à jour du récit • Jul 22

CVLT: AI And ARR Uncertainty Will Pressure Future Earnings Multiple

The updated analyst price target for Commvault Systems reflects a reset in fair value from $144.00 to $100.00, as analysts balance higher channel checks and AI-related demand commentary with a more moderate assumed future P/E multiple of about 26.2x. Analyst Commentary Recent Street research on Commvault Systems points to generally constructive sentiment around AI related demand, data security and subscription ARR, but it also highlights pockets of caution that matter if you are thinking about risk, execution and valuation.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Nouveau récit • 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?
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:CVLT - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
3/31/20291,6221463493646
3/31/20281,45412730030619
3/31/20271,30610025826419
6/30/20261,21668258265N/A
3/31/20261,18471237245N/A
12/31/20251,14787181189N/A
9/30/20251,09680209216N/A
6/30/20251,05381190194N/A
3/31/202599676204207N/A
12/31/2024944171207210N/A
9/30/2024898177219225N/A
6/30/2024866175206209N/A
3/31/2024839169200204N/A
12/31/2023819-1187192N/A
9/30/2023798-18174177N/A
6/30/2023785-27183187N/A
3/31/2023785-36167170N/A
12/31/202278716187190N/A
9/30/202279426183186N/A
6/30/202278423159162N/A
3/31/202277034173177N/A
12/31/202175532149155N/A
9/30/202174124138145N/A
6/30/2021734-19138146N/A
3/31/2021723-31116124N/A
12/31/2020697-288492N/A
9/30/2020685-317076N/A
6/30/202068236973N/A
3/31/2020671-6N/A88N/A
12/31/2019688-17N/A93N/A
9/30/2019695-3N/A123N/A
6/30/20196975N/A117N/A
3/31/20197114N/A110N/A
12/31/20187144N/A97N/A
9/30/2018711-68N/A97N/A
6/30/2018710-70N/A89N/A
3/31/2018699-62N/A84N/A
12/31/2017681-60N/A90N/A
9/30/20176681N/A85N/A
6/30/20176592N/A96N/A
3/31/2017645-1N/A100N/A
12/31/20166385N/A108N/A
9/30/20166268N/A97N/A
6/30/2016608-1N/A87N/A
3/31/20165942N/A84N/A
12/31/2015586-2N/A83N/A
9/30/2015584-4N/A88N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de CVLT ( 27% par an) est supérieure au taux d'épargne ( 3.7% ).

Bénéfices vs marché: Les bénéfices de CVLT ( 27% par an) devraient croître plus rapidement que le marché US ( 17.4% par an).

Croissance élevée des bénéfices: Les bénéfices de CVLT devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de CVLT ( 10.3% par an) devrait croître plus lentement que le marché de US ( 13.5% par an).

Croissance élevée des revenus: Le chiffre d'affaires de CVLT ( 10.3% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de CVLT devrait être très élevé dans 3 ans ( 131 %).

Découvrir les entreprises en croissance

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1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/10 00:06
Cours de l'action en fin de journée2026/09/10 00:00
Les revenus2026/06/30
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Commvault Systems, Inc. est couverte par 35 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Shrenik KothariBaird
Joel FishbeinBMO Capital Markets Equity Research
Joel FishbeinBTIG