Commvault Systems, Inc. (CVLT)

Commvault's stock has been influenced by analyst coverage and price targets, earnings reports, stock price movements, and insider activity. Baird initiated coverage with an "Outperform" recommendation and a price target of $215.00 in October 2025. Guggenheim reiterated a "Buy" rating with a $220.00 price target in October 2025. Piper Sandler upgraded Commvault Systems from "Neutral" to "Overweight" and raised its price target to $200.00 in October 2025. In Q1 Fiscal 2025, Commvault reported an EPS of $1.01 and revenue of $281.98 million. In Q2 Fiscal 2026, the company announced total revenues of $276 million and adjusted EPS was $0.91. Commvault's stock experienced a dip in October 2025, partly due to reports of potential new restrictions on software exports to China. There has been significant insider selling over the past three months.

The demand for Commvault Systems, Inc.'s products and services appears to be driven by the continuous and accelerating need for cyber resilience and data protection. The company's focus on Annual Recurring Revenue (ARR) and SaaS growth suggests a stable and predictable demand profile rather than significant seasonal fluctuations. The fundamental importance of data security and recovery for businesses implies a consistent demand for Commvault's offerings.

Commvault's core business revolves around its cyber resilience platform, which helps customers secure, defend, and recover their data and cloud-native applications. Its major products and solutions include Commvault Backup and Recovery, Commvault Disaster Recovery, Commvault Complete Data Protection, Metallic Data Protection as-a-service, Operational Recovery, Autonomous Recovery, Cyber Recovery, Commvault Cloud's Cleanroom Recovery, Commvault HyperScale X, Commvault Cloud Air Gap Protect, Commvault's Compliance, Commvault Cloud Rewind, and Commvault's Clumio Backtrack.

Commvault Systems, Inc. provides its data protection platform and services in the United States and internationally, including the Americas.

Commvault has a generally positive brand reputation, with a consensus analyst rating of "Moderate Buy" and an average price target indicating a positive outlook. The company is recognized for its successful transition from traditional backup solutions to a comprehensive data resilience provider. Customers rely on Commvault's Cleanroom Recovery and Cloud Rewind to reduce recovery times and verify preparedness against cyber threats.

Institutional investors hold a substantial portion of Commvault Systems, Inc.'s stock, owning 93.50% of the company. Major institutional owners include Invesco, Renaissance Technologies, Acadian Asset Management, iShares Core S&P Mid-Cap ETF (IJH), and Vanguard Total Stock Market Index Fund Investor Shares (VTSMX). Other significant institutional holders include AQR Capital Management LLC, Geode Capital Management LLC, FMR LLC, POLAR CAPITAL HOLDINGS PLC, NORGES BANK, and FEDERATED HERMES, INC.