Commvault Systems, Inc.

NasdaqGS:CVLT Stok Raporu

Piyasa değeri: US$4.3b

Commvault Systems Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Commvault Systems kazanç ve gelirinin sırasıyla yıllık 26.1% ve 10.1% oranında artması tahmin edilirken, EPS'nin yıllık 31% oranında büyümesi bekleniyor.

Anahtar bilgiler

26.1%

Kazanç büyüme oranı

30.95%

EPS büyüme oranı

Software kazanç büyümesi19.7%
Gelir büyüme oranı10.1%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Good

Son güncelleme07 May 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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...

Recent updates

Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Yeni Anlatı • 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?
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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
Analiz Makalesi • 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...
Analiz Makalesi • 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...

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:CVLT - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
3/31/20291,6451953383472
3/31/20281,45713429930717
3/31/20271,30612225526517
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
3/31/2020671-68588N/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
6/30/201559412N/A110N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: CVLT 'nin tahmini kazanç büyümesi (yıllık 26.1% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: CVLT şirketinin kazançlarının (yıllık 26.1% ) US pazarından (yıllık 16.7% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: CVLT şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: CVLT şirketinin gelirinin (yıllık 10.1% ) US pazarından (yıllık 11.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: CVLT şirketinin gelirinin (yıllık 10.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: CVLT 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 05:38
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Commvault Systems, Inc. 34 Bu analistlerden 17, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Shrenik KothariBaird
Joel FishbeinBMO Capital Markets Equity Research
Joel FishbeinBTIG