Commvault Systems マネジメント
マネジメント 基準チェック /34
Commvault Systemsの CEO はSanjay Mirchandaniで、 Feb2019年に任命され、 の在任期間は 7.5年です。 の年間総報酬は$ 19.91Mで、 3.5%給与と96.5%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.78%を直接所有しており、その価値は$ 48.74M 。経営陣と取締役会の平均在任期間はそれぞれ3.9年と8.1年です。
主要情報
Sanjay Mirchandani
最高経営責任者
US$19.9m
報酬総額
| CEO給与比率 | 3.48% |
| CEO在任期間 | 7.5yrs |
| CEOの所有権 | 0.8% |
| 経営陣の平均在職期間 | 3.9yrs |
| 取締役会の平均在任期間 | 8.1yrs |
経営陣の近況
Recent updates
分析記事 • 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...
ナラティブ更新 • 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
ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$68m |
| Mar 31 2026 | US$20m | US$694k | US$71m |
| Dec 31 2025 | n/a | n/a | US$87m |
| Sep 30 2025 | n/a | n/a | US$80m |
| Jun 30 2025 | n/a | n/a | US$81m |
| Mar 31 2025 | US$19m | US$645k | US$76m |
| Dec 31 2024 | n/a | n/a | US$171m |
| Sep 30 2024 | n/a | n/a | US$177m |
| Jun 30 2024 | n/a | n/a | US$175m |
| Mar 31 2024 | US$12m | US$645k | US$169m |
| Dec 31 2023 | n/a | n/a | -US$707k |
| Sep 30 2023 | n/a | n/a | -US$18m |
| Jun 30 2023 | n/a | n/a | -US$27m |
| Mar 31 2023 | US$11m | US$645k | -US$36m |
| Dec 31 2022 | n/a | n/a | US$16m |
| Sep 30 2022 | n/a | n/a | US$26m |
| Jun 30 2022 | n/a | n/a | US$23m |
| Mar 31 2022 | US$11m | US$634k | US$34m |
| Dec 31 2021 | n/a | n/a | US$32m |
| Sep 30 2021 | n/a | n/a | US$24m |
| Jun 30 2021 | n/a | n/a | -US$19m |
| Mar 31 2021 | US$8m | US$506k | -US$31m |
| Dec 31 2020 | n/a | n/a | -US$28m |
| Sep 30 2020 | n/a | n/a | -US$31m |
| Jun 30 2020 | n/a | n/a | US$3m |
| Mar 31 2020 | US$6m | US$500k | -US$6m |
報酬と市場: Sanjayの 総報酬 ($USD 19.91M ) は、 US市場 ($USD 8.16M ) の同規模の企業の平均を上回っています。
報酬と収益: Sanjayの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Sanjay Mirchandani (62 yo)
7.5yrs
在職期間
US$19,909,500
報酬
Mr. Sanjay Mirchandani serves as President and Chief Executive Officer and Director at Commvault Systems, Inc. since February 5, 2019. He is Independent Director of Itron, Inc. since July 18, 2023. He serv...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 7.5yrs | US$19.91m | 0.78% $ 48.7m | |
| Chief Financial Officer | less than a year | US$6.56m | 0.18% $ 11.0m | |
| Chief Accounting Officer | 3yrs | US$1.99m | 0.011% $ 672.6k | |
| President of Customer & Field Operations | less than a year | US$186.38k | 0.16% $ 9.9m | |
| Chief Technology & AI Officer | no data | データなし | データなし | |
| Chief Information Officer | 1.4yrs | データなし | データなし | |
| Head of Investor Relations | 7.1yrs | データなし | データなし | |
| Chief Legal & Trust Officer and Corporate Secretary | 4.6yrs | データなし | データなし | |
| Chief Marketing Officer | 3.5yrs | データなし | データなし | |
| Chief People Officer | 6.4yrs | データなし | 0.010% $ 652.5k | |
| VP & Chief Product Officer | 16.6yrs | データなし | データなし | |
| Chief Business Development Officer | 3.9yrs | データなし | データなし |
3.9yrs
平均在職期間
55yo
平均年齢
経験豊富な経営陣: CVLTの経営陣は 経験豊富 であると考えられます ( 3.9年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 7.5yrs | US$19.91m | 0.78% $ 48.7m | |
| Independent Director | 30.3yrs | US$281.39k | 0.082% $ 5.2m | |
| Independent Director | 8.1yrs | US$281.39k | 0.033% $ 2.1m | |
| Independent Director | 8.1yrs | US$291.89k | 0.017% $ 1.1m | |
| Independent Director | 8.5yrs | US$288.39k | 0.032% $ 2.0m | |
| Independent Chairman of the Board | 8yrs | US$372.64k | 0.042% $ 2.6m | |
| Independent Director | 3.7yrs | US$298.39k | 0.017% $ 1.0m |
8.1yrs
平均在職期間
63.5yo
平均年齢
経験豊富なボード: CVLTの 取締役会 は 経験豊富 であると考えられます ( 8.1年の平均在任期間)。
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 | 2026/08/14 14:36 |
| 終値 | 2026/08/14 00:00 |
| 収益 | 2026/06/30 |
| 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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. 18 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。35
| アナリスト | 機関 |
|---|---|
| Shrenik Kothari | Baird |
| Joel Fishbein | BMO Capital Markets Equity Research |
| Joel Fishbein | BTIG |