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

CommVault Systems (NASDAQ:CVLT) had its target price dropped by analysts at KeyCorp from $152.00 to $108.00 in a report released on Wednesday,Benzinga reports. The firm presently has an “overweight” rating on the software maker’s stock. KeyCorp’s price objective would suggest a potential upside of 15.78% from the company’s previous close.

Several other brokerages also recently issued reports on CVLT. Stephens reissued an “overweight” rating and set a $135.00 price target (down previously from $162.00) on shares of CommVault Systems in a report on Wednesday. Wall Street Zen lowered shares of CommVault Systems from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Weiss Ratings restated a “hold (c)” rating on shares of CommVault Systems in a research report on Wednesday, January 21st. Zacks Research raised CommVault Systems from a “strong sell” rating to a “hold” rating in a report on Monday, December 29th. Finally, Cantor Fitzgerald restated a “neutral” rating on shares of CommVault Systems in a research report on Tuesday, January 20th. One 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 stock. According to MarketBeat.com, CommVault Systems presently has a consensus rating of “Moderate Buy” and a consensus target price of $167.83.

CommVault Systems Stock Performance

CVLT traded up $4.15 on Wednesday, hitting $93.28. 261,531 shares of the company’s stock were exchanged, compared to its average volume of 908,708. 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 stock has a fifty day moving average of $123.06 and a two-hundred day moving average of $154.45. CommVault Systems has a twelve month low of $84.44 and a twelve month high of $200.68. The firm has a market cap of $4.11 billion, a PE ratio of 51.95 and a beta of 0.57.

CommVault Systems (NASDAQ:CVLT) last announced its quarterly earnings results on Tuesday, January 27th. The software maker reported $1.17 earnings per share 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 business had revenue of $313.83 million for the quarter, compared to analysts’ expectations of $299.07 million. During the same period in the prior year, the firm earned $0.94 EPS. The business’s quarterly revenue was up 19.5% on a year-over-year basis. On average, research analysts anticipate that CommVault Systems will post 1.65 earnings per share for the current fiscal year.

Insider Buying and Selling

In other CommVault Systems news, insider Gary Merrill sold 1,845 shares of CommVault Systems stock in a transaction that occurred on Wednesday, November 19th. The shares were 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. The trade was a 2.67% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Sanjay Mirchandani sold 13,109 shares of the firm’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $121.15, for a total value of $1,588,155.35. Following the sale, the chief executive officer directly owned 359,260 shares of the company’s stock, valued at approximately $43,524,349. This represents a 3.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 33,111 shares of company stock worth $4,058,851. Corporate insiders own 1.00% of the company’s stock.

Institutional Trading of CommVault Systems

A number of institutional investors have recently bought and sold shares of CVLT. M&T Bank Corp lifted its stake in CommVault Systems by 22,133.9% in the fourth quarter. M&T Bank Corp now owns 610,098 shares of the software maker’s stock valued at $76,482,000 after acquiring an additional 607,354 shares during the last quarter. Assetmark Inc. boosted its holdings in CommVault Systems by 33.6% in the fourth quarter. Assetmark Inc. now owns 326 shares of the software maker’s stock worth $41,000 after purchasing an additional 82 shares in the last quarter. State of Alaska Department of Revenue lifted its position in shares of CommVault Systems by 93.6% in the fourth quarter. State of Alaska Department of Revenue now owns 9,283 shares of the software maker’s stock worth $1,163,000 after buying an additional 4,487 shares during the last quarter. Diversify Advisory Services LLC boosted its stake in shares of CommVault Systems by 9.8% during the 4th quarter. Diversify Advisory Services LLC now owns 3,018 shares of the software maker’s stock worth $369,000 after acquiring an additional 269 shares in the last quarter. Finally, Portside Wealth Group LLC increased its holdings in shares of CommVault Systems by 9.6% during the 4th quarter. Portside Wealth Group LLC now owns 5,315 shares of the software maker’s stock valued at $666,000 after acquiring an additional 466 shares during the last quarter. Institutional investors and hedge funds 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

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.