Commvault Systems, Inc. (CVLT)

Over the past six months, Commvault's stock price has experienced significant fluctuations, including a roughly 60% drop from its all-time highs around September 2025. In Q3 Fiscal Year 2026, Commvault reported a 19% increase in total sales and 22% ARR growth, with subscription revenue growing 30%. In Q4 Fiscal Year 2026, the company's revenue and EPS surpassed Wall Street expectations, with subscription ARR reaching $989 million and SaaS ARR at $400 million. KeyCorp raised its price objective for Commvault Systems to $125.00 from $108.00, maintaining an "overweight" rating. In the past 52 weeks, Commvault Systems (CVLT) stock has traded between a low of $71.75 and a high of $200.68.

While specific monthly seasonal patterns for Commvault's products and services are not detailed, the company's growth is strongly driven by the increasing demand for cyber resilience and cloud migration. The strategic shift towards a SaaS/subscription revenue model has attracted long-term institutional investors seeking predictable cash flows. The market for data protection solutions is continuously expanding due to the increasing digitalization of businesses and the growing threat of cyberattacks.

Commvault Systems, Inc. is a cybersecurity and data protection software company specializing in data protection and information management software applications and related services. Commvault's core business revolves around its cyber resilience platform, which integrates data security and rapid recovery capabilities for various workloads across on-premises, hybrid, and multi-cloud environments. Their offerings are delivered through self-managed software, Software-as-a-Service (SaaS), integrated appliances, or managed by partners. Commvault Cloud offerings are organized into three packages: Operational Recovery, Cyber Recovery, and Autonomous Recovery. Specific software solutions include Cleanroom Recovery, HyperScale X, Air Gap Protect, Compliance, Cloud Rewind, and Clumio Backtrack. The Intelligent Data Services Platform empowers professionals to store, protect, optimize, and use their data. The Metallic SaaS portfolio expands their enterprise-grade SaaS data management offerings, including Metallic Backup for Microsoft Dynamics 365, Microsoft Office 365, and Microsoft Azure.

Commvault maintains a global presence, operating in over 100 countries. The company's headquarters are located in Tinton Falls, New Jersey, U.S., and it has 29 offices worldwide, including locations in Beijing, Shanghai, Mumbai, Dubai, Israel, France, Germany, and Brazil. In 2025, the Americas accounted for approximately 52% of total sales, EMEA contributed roughly 35%, and the Asia-Pacific-Japan (APJ) region represented about 13% of sales.

In the past year, Commvault has focused on strengthening its brand reputation as a leader in cyber resilience and data protection. In June 2024, the company received FedRAMP certification for its Commvault Cloud for Government data protection services. In January 2026, Commvault introduced Commvault Cloud Unified Data Vault. Commvault acquired Appranix in April 2024, further enhancing its offerings. Commvault emphasizes cyber-resilience thought leadership through digital campaigns and visibility at major industry events.

Commvault Systems, Inc. has a highly institutionalized ownership profile. Institutional investors hold approximately 67.16% or an estimated 96% of the company's stock. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, State Street Corp, Fmr Llc, First Trust Advisors Lp, Pictet Asset Management Holding SA, Geode Capital Management, Llc, Renaissance Technologies Llc, Westfield Capital Management Co Lp, and Citadel Advisors Llc. Insider ownership is reported to be around 1.46% or 10.85%. Public companies and individual investors hold approximately 31.37% of the stock.