CommVault Systems (NASDAQ:CVLT) Earns “Buy” Rating from Truist Financial

CommVault Systems (NASDAQ:CVLT)‘s stock had its “buy” rating restated by equities research analysts at Truist Financial in a report issued on Wednesday,Benzinga reports. They currently have a $155.00 target price on the software maker’s stock, down from their previous target price of $175.00. Truist Financial’s price target points to a potential upside of 77.14% from the company’s previous close.

A number of other research firms also recently weighed in on CVLT. DA Davidson dropped their target price on CommVault Systems from $220.00 to $185.00 and set a “buy” rating for the company in a research report on Thursday, January 22nd. Oppenheimer decreased their price target on shares of CommVault Systems from $200.00 to $180.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. Cantor Fitzgerald restated a “neutral” rating on shares of CommVault Systems in a report on Tuesday, January 20th. Wall Street Zen cut shares of CommVault Systems from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of CommVault Systems in a research report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, CommVault Systems currently has a consensus rating of “Moderate Buy” and a consensus target price of $143.58.

CommVault Systems Stock Down 2.6%

CVLT opened at $87.50 on Wednesday. The stock has a market cap of $3.86 billion, a PE ratio of 45.10 and a beta of 0.57. The company has a quick ratio of 2.53, a current ratio of 2.34 and a debt-to-equity ratio of 4.06. CommVault Systems has a 52 week low of $84.44 and a 52 week high of $200.68. The business’s fifty day simple moving average is $121.87 and its 200 day simple moving average is $153.54.

CommVault Systems (NASDAQ:CVLT) last issued its quarterly earnings results on Tuesday, January 27th. The software maker reported $1.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.98 by $0.19. CommVault Systems had a return on equity of 37.38% and a net margin of 7.58%.The firm had revenue of $313.83 million during the quarter, compared to analyst estimates of $299.07 million. During the same quarter in the previous year, the company posted $0.94 earnings per share. The company’s revenue was up 19.5% compared to the same quarter last year. As a group, research analysts expect that CommVault Systems will post 1.65 earnings per share for the current fiscal year.

Insider Transactions at CommVault Systems

In related news, insider Gary Merrill sold 2,674 shares of CommVault Systems stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $123.58, for a total value of $330,452.92. Following the transaction, the insider directly owned 69,163 shares of the company’s stock, valued at $8,547,163.54. The trade was a 3.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Sanjay Mirchandani sold 14,653 shares of the stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $123.65, for a total transaction of $1,811,843.45. Following the sale, the chief executive officer directly owned 372,369 shares of the company’s stock, valued at $46,043,426.85. The trade was a 3.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 33,111 shares of company stock worth $4,058,851. Insiders own 1.00% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of CVLT. Tudor Investment Corp ET AL purchased a new stake in CommVault Systems in the 3rd quarter worth approximately $1,887,800,000. First Trust Advisors LP increased its stake in shares of CommVault Systems by 1,335.8% during the third quarter. First Trust Advisors LP now owns 1,224,856 shares of the software maker’s stock valued at $231,228,000 after buying an additional 1,139,547 shares during the period. M&T Bank Corp raised its holdings in shares of CommVault Systems by 22,133.9% during 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 in the last quarter. Westfield Capital Management Co. LP raised its holdings in shares of CommVault Systems by 135.6% during the third quarter. Westfield Capital Management Co. LP now owns 786,175 shares of the software maker’s stock valued at $148,414,000 after acquiring an additional 452,422 shares in the last quarter. Finally, AQR Capital Management LLC lifted its stake in CommVault Systems by 60.8% in the second quarter. AQR Capital Management LLC now owns 893,385 shares of the software maker’s stock worth $155,744,000 after acquiring an additional 337,830 shares during the period. Hedge funds and other institutional investors own 93.50% of the company’s stock.

Trending Headlines about CommVault Systems

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

• Positive Sentiment: Q3 results showed an earnings and revenue beat (EPS $1.17 vs. $0.98 est.; revenue ~$314M above estimates), confirming solid top‑line growth that supports the longer‑term SaaS transition thesis.
• Positive Sentiment: Some analysts and firms continue to view the pullback as a buying opportunity — Robert W. Baird published a constructive note arguing the SaaS mix shift masks strong fundamentals. Read More.
• Neutral Sentiment: Full Q3 earnings call transcript is available for investors who want management’s exact wording on guidance, product spend and cloud partnerships. Read More.
• Neutral Sentiment: Reported short‑interest data in the feed is effectively zero/flat and not informative for the current move (data appears anomalous); monitor official exchanges for updated short interest reads before drawing conclusions.
• Negative Sentiment: Broad, steep analyst price‑target cuts and revised outlooks hit the stock after the report — multiple firms lowered targets (examples include RBC, Cantor, KeyCorp, Oppenheimer, Wells Fargo, Guggenheim and others), increasing perceived near‑term downside and sparking the selloff. Read More.
• Negative Sentiment: Market commentary highlights investor disappointment: coverage noted the shares plunged (reports cite ~30–31% decline) as the post‑earnings reaction priced in concerns about momentum and valuation despite the beat. Read More.
• Negative Sentiment: Independent analysis flagged that recent product/partner expansion (e.g., Google Cloud tie‑ups) may not yet be translating into visible share momentum versus the stock’s prior valuation, fueling further selling pressure. Read More.
• Negative Sentiment: Coverage pieces explaining the drop provide context on sentiment and execution worries; read for detail on what specifically drove investor exits after the print. Read More.

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.