CommVault Systems (NASDAQ:CVLT) Price Target Cut to $135.00 by Analysts at DA Davidson

CommVault Systems (NASDAQ:CVLT) had its target price lowered by equities researchers at DA Davidson from $185.00 to $135.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the software maker’s stock. DA Davidson’s target price suggests a potential upside of 49.06% from the stock’s previous close.

A number of other brokerages have also recently issued reports on CVLT. Royal Bank Of Canada decreased their price objective on shares of CommVault Systems from $167.00 to $100.00 and set a “sector perform” rating for the company in a report on Wednesday. Zacks Research raised CommVault Systems from a “strong sell” rating to a “hold” rating in a report on Monday, December 29th. Wells Fargo & Company reduced their price target on shares of CommVault Systems from $190.00 to $155.00 and set an “overweight” rating on the stock in a research report on Wednesday. Weiss Ratings reissued a “hold (c)” rating on shares of CommVault Systems in a research note on Wednesday, January 21st. Finally, Guggenheim decreased their price target on shares of CommVault Systems from $200.00 to $175.00 and set a “buy” rating on the stock in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, CommVault Systems currently has a consensus rating of “Moderate Buy” and an average price target of $143.58.

CommVault Systems Price Performance

NASDAQ CVLT traded up $1.44 on Wednesday, reaching $90.57. The company’s stock had a trading volume of 1,940,632 shares, compared to its average volume of 1,001,789. CommVault Systems has a twelve month low of $84.44 and a twelve month high of $200.68. The company has a debt-to-equity ratio of 4.18, a quick ratio of 2.53 and a current ratio of 2.53. The firm’s 50 day moving average is $123.06 and its two-hundred day moving average is $154.45. The stock has a market cap of $3.99 billion, a PE ratio of 51.26 and a beta of 0.57.

CommVault Systems (NASDAQ:CVLT) last released its quarterly earnings data on Tuesday, January 27th. The software maker reported $1.17 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $299.07 million. During the same period last year, the company posted $0.94 EPS. The company’s revenue was up 19.5% compared to the same quarter last year. As a group, sell-side analysts predict that CommVault Systems will post 1.65 EPS for the current year.

Insider Activity

In other CommVault Systems news, CEO Sanjay Mirchandani sold 13,109 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the chief executive officer owned 359,260 shares of the company’s stock, valued at approximately $43,524,349. This trade represents a 3.52% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Jennifer Leigh Dirico sold 830 shares of the business’s stock in a transaction 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 sale, the chief financial officer owned 44,313 shares of the company’s stock, valued at $5,476,200.54. This trade represents a 1.84% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 33,111 shares of company stock worth $4,058,851 in the last three months. Company insiders own 1.00% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in CVLT. Cullen Frost Bankers Inc. boosted its position in CommVault Systems by 43.8% during the third quarter. Cullen Frost Bankers Inc. now owns 243 shares of the software maker’s stock worth $46,000 after purchasing an additional 74 shares during the period. JSF Financial LLC lifted its position in shares of CommVault Systems by 1.1% during the third quarter. JSF Financial LLC now owns 7,345 shares of the software maker’s stock worth $1,387,000 after acquiring an additional 82 shares in the last quarter. Assetmark Inc. grew its position in shares of CommVault Systems by 33.6% in the fourth quarter. Assetmark Inc. now owns 326 shares of the software maker’s stock valued at $41,000 after purchasing an additional 82 shares in the last quarter. Farther Finance Advisors LLC boosted its stake in CommVault Systems by 17.1% in the 3rd quarter. Farther Finance Advisors LLC now owns 652 shares of the software maker’s stock worth $123,000 after purchasing an additional 95 shares during the period. Finally, Louisiana State Employees Retirement System increased its holdings in shares of CommVault Systems by 0.8% in the second quarter. Louisiana State Employees Retirement System now owns 12,400 shares of the software maker’s stock worth $2,162,000 after purchasing an additional 100 shares during the period. 93.50% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting CommVault Systems

Here are the key news stories impacting CommVault Systems this week:

• Positive Sentiment: Q3 results beat expectations: EPS $1.17 vs $0.98 est., revenue $313.8M vs $299.1M, revenue +19% YoY and ARR up ~22% to $1,085M — indicators of healthy subscription momentum. Commvault Announces Third Quarter Fiscal 2026 Financial Results
• Positive Sentiment: Product/partner news: expanded Google Cloud collaboration reported earlier this week, a strategic partnership that can help accelerate cloud‑native customer wins and SaaS adoption. Commvault stock rises after expanded Google Cloud collaboration
• Neutral Sentiment: Earnings call and transcripts are available (useful for detail on SaaS mix, churn, margin outlook and guidance assumptions). Read the call transcript and highlights to parse management’s commentary. Commvault Q3 2026 earnings call transcript
• Negative Sentiment: Broad analyst repricing this morning: several firms lowered price targets — Royal Bank of Canada 167→100 (sector perform), Cantor Fitzgerald 144→100 (neutral), KeyCorp 152→108 (overweight), and others trimmed targets though some kept buy/overweight stances. That cluster of cuts is pressuring the stock despite the beat. Benzinga roundup of analyst moves
• Negative Sentiment: Market reaction/context: commentary and coverage (including an AAII piece) noted a sharp near‑term decline in the stock; the sell‑off appears driven by concern over SaaS mix/near‑term margins and analyst repricing rather than a miss on revenue. Why Commvault Systems, Inc.’s (CVLT) Stock Is Down 30.08%

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.