Wells Fargo & Company Cuts CommVault Systems (NASDAQ:CVLT) Price Target to $155.00

CommVault Systems (NASDAQ:CVLT) had its target price reduced by analysts at Wells Fargo & Company from $190.00 to $155.00 in a report issued on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the software maker’s stock. Wells Fargo & Company‘s target price suggests a potential upside of 70.37% from the company’s current price.

Several other equities analysts also recently commented on CVLT. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of CommVault Systems in a research report on Tuesday, January 20th. Guggenheim dropped their target price on CommVault Systems from $220.00 to $200.00 and set a “buy” rating on the stock in a research report on Friday, January 16th. Zacks Research upgraded shares of CommVault Systems from a “strong sell” rating to a “hold” rating in a research report on Monday, December 29th. Robert W. Baird initiated coverage on CommVault Systems in a research report on Monday, October 27th. They issued an “outperform” rating and a $215.00 target price on the stock. Finally, Royal Bank Of Canada reduced their price target on CommVault Systems from $217.00 to $167.00 and set a “sector perform” rating on the stock in a report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $153.58.

CommVault Systems Stock Up 2.1%

CVLT stock traded up $1.85 during midday trading on Wednesday, hitting $90.98. The company’s stock had a trading volume of 922,151 shares, compared to its average volume of 938,145. CommVault Systems has a 12 month low of $84.44 and a 12 month high of $200.68. The company has a current ratio of 2.53, a quick ratio of 2.53 and a debt-to-equity ratio of 4.18. The firm’s 50-day moving average is $123.06 and its 200-day moving average is $154.45. The company has a market cap of $4.01 billion, a PE ratio of 51.31 and a beta of 0.57.

CommVault Systems (NASDAQ:CVLT) last announced its 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 return on equity of 31.53% and a net margin of 7.32%.The company had revenue of $313.83 million for the quarter, compared to analysts’ expectations of $299.07 million. During the same period last year, the firm earned $0.94 EPS. CommVault Systems’s revenue for the quarter was up 19.5% compared to the same quarter last year. On average, equities research analysts forecast that CommVault Systems will post 1.65 earnings per share for the current fiscal year.

Insider Buying and Selling at CommVault Systems

In related news, insider Gary Merrill sold 1,845 shares of the stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $122.40, for a total value of $225,828.00. Following the completion of the transaction, the insider owned 67,318 shares in the company, valued at $8,239,723.20. This trade represents a 2.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Sanjay Mirchandani sold 13,109 shares of CommVault Systems stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $121.15, for a total value of $1,588,155.35. Following the transaction, the chief executive officer owned 359,260 shares in the company, valued at $43,524,349. This represents a 3.52% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 33,111 shares of company stock worth $4,058,851. 1.00% of the stock is owned by insiders.

Institutional Investors Weigh In On CommVault Systems

Several hedge funds have recently bought and sold shares of CVLT. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of CommVault Systems by 8.6% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 147,410 shares of the software maker’s stock valued at $23,255,000 after purchasing an additional 11,700 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in CommVault Systems during the second quarter valued at approximately $327,000. AMI Asset Management Corp purchased a new position in shares of CommVault Systems during the second quarter worth about $251,000. Mirae Asset Global Investments Co. Ltd. grew its position in CommVault Systems by 23.8% in the second quarter. Mirae Asset Global Investments Co. Ltd. now owns 1,750 shares of the software maker’s stock worth $305,000 after acquiring an additional 336 shares in the last quarter. Finally, Hennessy Advisors Inc. bought a new position in CommVault Systems during the second quarter valued at approximately $113,000. 93.50% of the stock is currently owned by institutional investors and hedge funds.

More 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

CommVault Systems Company Profile

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.