KeyCorp Lowers CommVault Systems (NASDAQ:CVLT) Price Target to $108.00

CommVault Systems (NASDAQ:CVLT) had its price target dropped by research analysts at KeyCorp from $152.00 to $108.00 in a research note issued on Wednesday,Benzinga reports. The brokerage currently has an “overweight” rating on the software maker’s stock. KeyCorp’s target price points to a potential upside of 15.78% from the company’s previous close.

A number of other equities research analysts have also issued reports on the stock. Wall Street Zen lowered shares of CommVault Systems from a “buy” rating to a “hold” rating in a report on Saturday, November 1st. Guggenheim reduced their target price on shares of CommVault Systems from $220.00 to $200.00 and set a “buy” rating on the stock in a research note on Friday, January 16th. Mizuho cut their price objective on CommVault Systems from $190.00 to $180.00 and set an “outperform” rating for the company in a research report on Wednesday, January 21st. DA Davidson cut their target price on CommVault Systems from $220.00 to $185.00 and set a “buy” rating on the stock in a research report on Thursday, January 22nd. Finally, Stephens reissued an “overweight” rating and set a $135.00 price target (down previously from $162.00) on shares of CommVault Systems in a research 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 given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $167.83.

CommVault Systems Price Performance

CommVault Systems stock traded up $4.15 during trading on Wednesday, reaching $93.28. The company had a trading volume of 261,531 shares, compared to its average volume of 908,708. The firm has a market capitalization of $4.11 billion, a PE ratio of 51.95 and a beta of 0.57. The firm’s 50-day simple moving average is $123.06 and its 200 day simple moving average is $154.45. 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 1-year low of $84.44 and a 1-year high of $200.68.

CommVault Systems (NASDAQ:CVLT) last posted its quarterly earnings data on Tuesday, January 27th. The software maker reported $1.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.98 by $0.19. The business had revenue of $313.83 million for the quarter, compared to the consensus estimate of $299.07 million. CommVault Systems had a net margin of 7.32% and a return on equity of 31.53%. The company’s revenue was up 19.5% compared to the same quarter last year. During the same period last year, the firm posted $0.94 earnings per share. As a group, equities research analysts anticipate that CommVault Systems will post 1.65 earnings per share for the current fiscal year.

Insider Transactions at CommVault Systems

In related news, CFO Jennifer Leigh Dirico sold 830 shares of the stock in a transaction that occurred on Tuesday, November 18th. The shares were sold at an average price of $123.58, for a total transaction of $102,571.40. Following the completion of the sale, the chief financial officer owned 44,313 shares of the company’s stock, valued at approximately $5,476,200.54. This represents a 1.84% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Gary Merrill sold 1,845 shares of the business’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $122.40, for a total value of $225,828.00. Following the transaction, the insider owned 67,318 shares in the company, valued at approximately $8,239,723.20. This represents a 2.67% 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 worth $4,058,851 over the last quarter. 1.00% of the stock is currently owned by insiders.

Hedge Funds Weigh In On CommVault Systems

Several large investors have recently modified their holdings of the stock. Cullen Frost Bankers Inc. increased its stake in CommVault Systems by 43.8% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 243 shares of the software maker’s stock worth $46,000 after buying an additional 74 shares during the period. JSF Financial LLC boosted its position in CommVault Systems by 1.1% in the 3rd quarter. JSF Financial LLC now owns 7,345 shares of the software maker’s stock valued at $1,387,000 after buying an additional 82 shares during the last quarter. Assetmark Inc. grew its stake in shares of CommVault Systems by 33.6% during the fourth quarter. Assetmark Inc. now owns 326 shares of the software maker’s stock valued at $41,000 after acquiring an additional 82 shares in the last quarter. Farther Finance Advisors LLC increased its position in shares of CommVault Systems by 17.1% during the third quarter. Farther Finance Advisors LLC now owns 652 shares of the software maker’s stock worth $123,000 after acquiring an additional 95 shares during the last quarter. Finally, Louisiana State Employees Retirement System increased its position in shares of CommVault Systems by 0.8% during the second quarter. Louisiana State Employees Retirement System now owns 12,400 shares of the software maker’s stock worth $2,162,000 after acquiring an additional 100 shares during the last quarter. Institutional investors own 93.50% of the company’s stock.

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

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.