CommVault Systems (NASDAQ:CVLT) Price Target Cut to $100.00 by Analysts at Royal Bank Of Canada

CommVault Systems (NASDAQ:CVLT) had its price objective reduced by research analysts at Royal Bank Of Canada from $167.00 to $100.00 in a report issued on Wednesday,Benzinga reports. The brokerage currently has a “sector perform” rating on the software maker’s stock. Royal Bank Of Canada’s target price would suggest a potential upside of 9.65% from the stock’s previous close.

A number of other equities research analysts also recently issued reports on CVLT. Guggenheim cut their price objective on shares of CommVault Systems from $200.00 to $175.00 and set a “buy” rating for the company in a research report on Wednesday. Oppenheimer dropped their price target on CommVault Systems from $200.00 to $180.00 and set an “outperform” rating for the company in a research note on Wednesday, January 21st. DA Davidson reduced their price objective on shares of CommVault Systems from $220.00 to $185.00 and set a “buy” rating on the stock in a research report on Thursday, January 22nd. Stephens dropped their target price on shares of CommVault Systems from $162.00 to $135.00 and set an “overweight” rating for the company in a research report on Wednesday. Finally, Cantor Fitzgerald reduced their price target on shares of CommVault Systems from $144.00 to $100.00 and set a “neutral” rating on the stock in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, CommVault Systems has an average rating of “Moderate Buy” and a consensus target price of $153.58.

CommVault Systems Stock Performance

NASDAQ:CVLT traded up $2.07 on Wednesday, hitting $91.20. The stock had a trading volume of 922,151 shares, compared to its average volume of 938,145. The stock has a market cap of $4.02 billion, a price-to-earnings ratio of 51.31 and a beta of 0.57. The company has a quick ratio of 2.53, a current ratio of 2.53 and a debt-to-equity ratio of 4.18. The business’s 50-day simple moving average is $123.06 and its two-hundred day simple moving average is $154.45. CommVault Systems has a 52-week low of $84.44 and a 52-week high of $200.68.

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

Insider Buying and Selling

In other CommVault Systems news, CFO Jennifer Leigh Dirico sold 830 shares of CommVault Systems 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 transaction, the chief financial officer directly owned 44,313 shares in the company, valued at approximately $5,476,200.54. The trade was a 1.84% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Sanjay Mirchandani sold 14,653 shares of the business’s stock in a transaction that occurred on Tuesday, November 18th. The shares were sold at an average price of $123.65, for a total value of $1,811,843.45. Following the completion of the sale, the chief executive officer directly owned 372,369 shares of the company’s stock, valued at approximately $46,043,426.85. The trade was a 3.79% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 33,111 shares of company stock valued at $4,058,851. Company insiders own 1.00% of the company’s stock.

Hedge Funds Weigh In On CommVault Systems

Several large investors have recently made changes to their positions in CVLT. State of Wyoming acquired a new position in CommVault Systems during the second quarter worth $35,000. Banque Cantonale Vaudoise acquired a new stake in shares of CommVault Systems in the third quarter valued at about $39,000. Cullen Frost Bankers Inc. grew its stake in CommVault Systems by 43.8% in the third quarter. Cullen Frost Bankers Inc. now owns 243 shares of the software maker’s stock valued at $46,000 after purchasing an additional 74 shares in the last quarter. Assetmark Inc. increased its position in shares of CommVault Systems by 2,950.0% during the 3rd quarter. Assetmark Inc. now owns 244 shares of the software maker’s stock worth $46,000 after purchasing an additional 236 shares during the last quarter. Finally, Advisory Services Network LLC acquired a new position in CommVault Systems during the third quarter worth approximately $47,000. Institutional investors and hedge funds own 93.50% of the company’s stock.

CommVault Systems News Roundup

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.