Commvault Systems（CVLT）株式概要
Commvault Systems, Inc.は、データ、アプリケーション、IDシステムを保護、保護、回復するためのサイバーレジリエンシーソリューションを企業に提供しています。 詳細
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Analyst Price Targets
Commvault Systems, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$118.75 |
| 52週高値 | US$200.68 |
| 52週安値 | US$71.75 |
| ベータ | 0.77 |
| 1ヶ月の変化 | 17.37% |
| 3ヶ月変化 | 39.57% |
| 1年変化 | -35.16% |
| 3年間の変化 | 66.22% |
| 5年間の変化 | 51.02% |
| IPOからの変化 | 598.53% |
最新ニュース
Recent updates
ナラティブの更新 • 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.Seeking Alpha • Apr 14
Commvault Systems: Circling The Wagons On Takeover Interest (Rating Upgrade)
Summary Commvault Systems (CVLT) is a strong buy, with management urged to reject any buyout below $130/share given sector M&A multiples and growth prospects. Despite a 60% share price drop and ARR headwinds, CVLT's cyber resiliency positioning, 22% ARR growth, and over $1B run-rate sales support long-term upside. Private equity interest, notably from Thoma Bravo, highlights undervaluation; current multiples (3.3x TTM sales) are well below recent sector deals. Risks include sector-wide multiple compression and ARR/customer churn, but CVLT's SaaS model and AI-driven demand remain compelling for patient investors. Read the full article on Seeking Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...
新しいナラティブ • 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?ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • Jun 23
What Commvault Systems, Inc.'s (NASDAQ:CVLT) P/S Is Not Telling You
With a price-to-sales (or "P/S") ratio of 7.6x Commvault Systems, Inc. ( NASDAQ:CVLT ) may be sending very bearish...分析記事 • May 02
Results: Commvault Systems, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Commvault Systems, Inc. ( NASDAQ:CVLT ) last week reported its latest annual results, which makes it a good time for...分析記事 • Apr 24
Estimating The Intrinsic Value Of Commvault Systems, Inc. (NASDAQ:CVLT)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Commvault Systems fair value estimate is US$147 Commvault...Seeking Alpha • Apr 21
Hold On Commvault Systems As Its Rich Valuation Offsets Secular Tailwinds
Summary CVLT basically delivers enterprise data protection across hybrid and multi‑cloud environments. For example, its Metallic BaaS suite and “Commvault Cloud” unify backup, cyber‑resilience, and AI‑driven recovery. Its latest quarter showed again promising revenue growth, with an ongoing revenue mix shift toward subscriptions. They’ve also managed to increase their market share slightly since 2019, which I think shows they’ve got a solid value add in this sector. Unfortunately, I believe CVLT’s strong subscription and revenue growth is offset by its expensive valuation. Read the full article on Seeking Alpha分析記事 • Apr 02
Investors Will Want Commvault Systems' (NASDAQ:CVLT) Growth In ROCE To Persist
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...分析記事 • Mar 12
There's Reason For Concern Over Commvault Systems, Inc.'s (NASDAQ:CVLT) Price
Commvault Systems, Inc.'s ( NASDAQ:CVLT ) price-to-sales (or "P/S") ratio of 7.1x might make it look like a strong sell...株主還元
| CVLT | US Software | US 市場 | |
|---|---|---|---|
| 7D | 10.7% | 8.5% | 1.5% |
| 1Y | -35.2% | -0.7% | 28.6% |
業界別リターン: CVLT過去 1 年間で-0.7 % の収益を上げたUS Software業界を下回りました。
リターン対市場: CVLTは、過去 1 年間で28.6 % のリターンを上げたUS市場を下回りました。
価格変動
| CVLT volatility | |
|---|---|
| CVLT Average Weekly Movement | 7.0% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
安定した株価: CVLT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CVLTの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1996 | 3,300 | Sanjay Mirchandani | www.commvault.com |
Commvault Systems, Inc.は、データ、アプリケーション、IDシステムを保護、保護、回復するためのサイバー回復力ソリューションを企業向けに提供しています。バックアップ、リストア、リカバリの検証、クラウド ストレージへのポリシーベースのデータ移動など、ハイブリッド エンタープライズ ワークロードのバックアップとリカバリ機能を提供する「Operational Recovery」、リカバリ時間、ダウンタイム、運用の複雑さを軽減する自動化、オーケストレーション、検証機能を追加する「Autonomous Recovery」、ランサムウェアやその他のサイバー インシデントへの対応を支援するサイバー対策、脅威検出、クリーン リカバリ機能を追加する「Cyber Recovery」を提供しています。また、クラウド上の分離されたオンデマンドのリカバリ環境であるCommvault Cleanroom Recovery、統合されたスケールアウト型のデータ保護ソリューションであるCommvault HyperScale Grid、エンタープライズ規模の環境と大容量データのワークロードをサポートするように設計されたデータ保護ソリューションであるCommvault HyperScale Flex、バックアップ環境内の悪意のあるデータや異常なデータの特定と分離を支援するCommvault Threatscanも提供している。さらに、分離されたクラウド ストレージ用のCommvault Cloud Air Gap Protect、レポート、監査、ロギングを含むCommvaultのCompliance、自動化されたクラウド アプリケーションとインフラストラクチャの再構築機能を備えたデータ回復用のCommvaultのCloud Rewind、クラウド オブジェクトとデータセットを以前の時点に戻すCommvaultのClumio Backtrackを提供しています。さらに、リアルタイムサポート、サポートエンジニア、カスタマーサクセスオプション、テクノロジーコンサルティングサービス、リカバリサービス、教育サービス、サイバーレジリエンスマネージドサービスからなるプロフェッショナルおよびカスタマーサポートサービスを提供している。米国、カナダ、中南米、ヨーロッパ、中東、アフリカ、オーストラリア、インド、東南アジア、中国で事業を展開しています。Commvault Systems, Inc.は1996年に設立され、ニュージャージー州ティントンフォールズに本社を置いています。
Commvault Systems, Inc. 基礎のまとめ
| CVLT 基礎統計学 | |
|---|---|
| 時価総額 | US$4.57b |
| 収益（TTM） | US$70.66m |
| 売上高(TTM) | US$1.18b |
69.3x
PER（株価収益率4.1x
P/SレシオCVLT は割高か？
公正価値と評価分析を参照収益と収入
| CVLT 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.18b |
| 売上原価 | US$223.12m |
| 売上総利益 | US$960.57m |
| その他の費用 | US$889.91m |
| 収益 | US$70.66m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.71 |
| グロス・マージン | 81.15% |
| 純利益率 | 5.97% |
| 有利子負債／自己資本比率 | 11,754.2% |
CVLT の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/29 18:49 |
| 終値 | 2026/05/29 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Commvault Systems, Inc. 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34
| アナリスト | 機関 |
|---|---|
| Shrenik Kothari | Baird |
| Joel Fishbein | BMO Capital Markets Equity Research |
| Joel Fishbein | BTIG |