Truist Financial Reiterates Buy Rating for CommVault Systems (NASDAQ:CVLT)

CommVault Systems (NASDAQ:CVLT)‘s stock had its “buy” rating reiterated by research analysts at Truist Financial in a research note issued on Wednesday,Benzinga reports. They currently have a $155.00 target price on the software maker’s stock, down from their previous target price of $175.00. Truist Financial’s price objective indicates a potential upside of 66.16% from the company’s previous close.

Other equities analysts have also issued reports about the company. KeyCorp reduced their price objective on CommVault Systems from $185.00 to $152.00 and set an “overweight” rating on the stock in a research report on Monday, January 12th. Wall Street Zen cut shares of CommVault Systems from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Weiss Ratings reissued a “hold (c)” rating on shares of CommVault Systems in a research note on Wednesday, January 21st. Cantor Fitzgerald reiterated a “neutral” rating on shares of CommVault Systems in a report on Tuesday, January 20th. Finally, Stephens restated an “overweight” rating and set a $135.00 target price (down from $162.00) on shares of CommVault Systems in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $167.83.

CommVault Systems Price Performance

CommVault Systems stock traded up $4.15 during mid-day trading on Wednesday, hitting $93.28. 261,531 shares of the company traded hands, compared to its average volume of 908,708. The company has a debt-to-equity ratio of 4.18, a quick ratio of 2.53 and a current ratio of 2.53. CommVault Systems has a one year low of $84.44 and a one year high of $200.68. The stock has a market cap of $4.11 billion, a price-to-earnings ratio of 51.95 and a beta of 0.57. The stock has a fifty day moving average price of $123.06 and a 200-day moving average price of $154.45.

CommVault Systems (NASDAQ:CVLT) last issued its quarterly earnings results on Tuesday, January 27th. The software maker reported $1.17 EPS for the quarter, topping analysts’ consensus estimates of $0.98 by $0.19. CommVault Systems had a net margin of 7.32% and a return on equity of 31.53%. The firm had revenue of $313.83 million for the quarter, compared to analyst estimates of $299.07 million. During the same quarter in the prior year, the firm earned $0.94 EPS. The business’s revenue for the quarter was up 19.5% compared to the same quarter last year. On average, equities analysts predict that CommVault Systems will post 1.65 earnings per share for the current fiscal year.

Insider Activity at CommVault Systems

In other CommVault Systems news, insider Gary Merrill sold 1,845 shares of the stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $122.40, for a total value of $225,828.00. Following the transaction, the insider directly owned 67,318 shares in the company, valued at approximately $8,239,723.20. This trade represents a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Sanjay Mirchandani sold 13,109 shares of the firm’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $121.15, for a total value of $1,588,155.35. Following the completion of the transaction, the chief executive officer directly owned 359,260 shares in the company, valued at $43,524,349. This trade represents a 3.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 33,111 shares of company stock valued at $4,058,851 over the last ninety days. Insiders own 1.00% of the company’s stock.

Institutional Investors Weigh In On CommVault Systems

Several institutional investors and hedge funds have recently modified their holdings of CVLT. Emerald Advisers LLC lifted its stake in CommVault Systems by 47.4% in the 3rd quarter. Emerald Advisers LLC now owns 156,894 shares of the software maker’s stock worth $29,618,000 after purchasing an additional 50,470 shares in the last quarter. Versor Investments LP lifted its position in CommVault Systems by 158.6% during the second quarter. Versor Investments LP now owns 4,396 shares of the software maker’s stock worth $766,000 after buying an additional 2,696 shares in the last quarter. Allspring Global Investments Holdings LLC grew its holdings in CommVault Systems by 15.2% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 637,404 shares of the software maker’s stock valued at $118,481,000 after buying an additional 83,906 shares in the last quarter. Emerald Mutual Fund Advisers Trust increased its stake in shares of CommVault Systems by 119.0% in the 3rd quarter. Emerald Mutual Fund Advisers Trust now owns 92,893 shares of the software maker’s stock worth $17,536,000 after acquiring an additional 50,482 shares during the last quarter. Finally, Vontobel Holding Ltd. raised its holdings in shares of CommVault Systems by 171.2% during the 3rd quarter. Vontobel Holding Ltd. now owns 15,860 shares of the software maker’s stock worth $2,994,000 after acquiring an additional 10,012 shares during the period. Institutional investors own 93.50% of the company’s stock.

Key CommVault Systems News

Here are the key news stories impacting CommVault Systems this week:

• Positive Sentiment: Q3 results beat expectations — Commvault reported $1.17 EPS vs. $0.98 consensus and revenue of $313.8M vs. ~$299M estimate; total revenue +19% YoY and ARR rose ~22% to $1.085B, signaling strong subscription momentum. Commvault Announces Third Quarter Fiscal 2026 Financial Results
• Positive Sentiment: Analyst view: Robert W. Baird highlights that the SaaS mix shift masks solid underlying fundamentals and calls CVLT an asymmetric buy opportunity — a bullish take that supports longer-term upside if execution continues. CommVault Systems: SaaS Mix Shift Masks Strong Fundamentals
• Neutral Sentiment: Partnerships / product momentum — recent expanded Google Cloud collaboration and commentary around customer additions reinforce product-market fit but are incremental to near-term earnings. Commvault stock rises after expanded Google Cloud collaboration
• Neutral Sentiment: Short interest data reported is inconclusive (entries show zero/NaN), so short-covering is unlikely to explain today’s move. This item appears not to be a material driver.
• Negative Sentiment: Guidance ambiguity and SaaS mix concerns pressured the stock — commentary and company guidance updates appeared to omit firm EPS targets (press release showed revenue ranges but EPS guidance fields were blank in summaries), raising investor worry about margin pressure as revenue shifts toward subscription/ARR recognition. Market commentary points to that as the main reason for the selloff. Why Commvault Systems, Inc.’s (CVLT) Stock Is Down 30.08%
• Negative Sentiment: Transition-related near-term profitability risk — investors are discounting that higher SaaS/subscription mix will increase near-term operating leverage and deferred revenue effects, creating uncertainty around FY26 EPS trajectory despite ARR growth. See earnings / call highlights. Commvault (CVLT) Q3 2026 Earnings Call Transcript

About CommVault Systems

Commvault Systems, Inc is a global provider of data protection and information management software designed to help organizations manage, protect, and activate data across on-premises and cloud environments. Founded in 1996 and headquartered in Tinton Falls, New Jersey, Commvault offers a suite of integrated products and services that enable enterprises to back up, recover, archive, and analyze data. Its flagship solutions include Commvault Complete Data Protection, Commvault HyperScale, and the SaaS-based Metallic portfolio, which deliver scalable and automated data management capabilities across hybrid infrastructure environments.

Commvault’s platform is built on a unified architecture that allows customers to streamline operations, reduce complexity, and ensure data resiliency.