CommVault Systems’ (CVLT) Buy Rating Reaffirmed at Truist Financial

Truist Financial reissued their buy rating on shares of CommVault Systems (NASDAQ:CVLT) in a report released on Wednesday morning,Benzinga reports. Truist Financial currently has a $155.00 target price on the software maker’s stock, down from their previous target price of $175.00.

CVLT has been the subject of several other reports. Zacks Research raised shares of CommVault Systems from a “strong sell” rating to a “hold” rating in a research note on Monday, December 29th. Wall Street Zen cut CommVault Systems from a “buy” rating to a “hold” rating in a report on Saturday, November 1st. Mizuho decreased their price target on CommVault Systems from $190.00 to $180.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. Weiss Ratings reiterated a “hold (c)” rating on shares of CommVault Systems in a research report on Wednesday, January 21st. Finally, Robert W. Baird started coverage on shares of CommVault Systems in a report on Monday, October 27th. They issued an “outperform” rating and a $215.00 target price on the stock. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $143.58.

CommVault Systems Trading Up 0.8%

NASDAQ CVLT opened at $89.85 on Wednesday. The stock’s 50-day simple moving average is $122.47 and its two-hundred day simple moving average is $154.00. CommVault Systems has a twelve month low of $84.44 and a twelve month high of $200.68. The company has a quick ratio of 2.53, a current ratio of 2.34 and a debt-to-equity ratio of 4.06. The company has a market capitalization of $3.96 billion, a price-to-earnings ratio of 50.48 and a beta of 0.57.

CommVault Systems (NASDAQ:CVLT) last released its 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 37.38% and a net margin of 7.58%.The company had revenue of $313.83 million during the quarter, compared to the consensus estimate of $299.07 million. During the same quarter in the previous year, the company posted $0.94 EPS. CommVault Systems’s quarterly revenue was up 19.5% compared to the same quarter last year. Research analysts forecast that CommVault Systems will post 1.65 EPS for the current fiscal year.

Insider Activity at CommVault Systems

In other news, insider Gary Merrill sold 1,845 shares of the firm’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $122.40, for a total value of $225,828.00. Following the completion of the sale, the insider directly owned 67,318 shares of the company’s stock, valued at approximately $8,239,723.20. This trade represents a 2.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Jennifer Leigh Dirico sold 830 shares of CommVault Systems stock in a transaction dated 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 directly owned 44,313 shares in the company, valued at $5,476,200.54. The trade was a 1.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 33,111 shares of company stock worth $4,058,851 over the last quarter. Corporate insiders own 1.00% of the company’s stock.

Institutional Trading of CommVault Systems

Several institutional investors and hedge funds have recently bought and sold shares of CVLT. Emerald Advisers LLC increased its holdings in CommVault Systems by 47.4% in the 3rd quarter. Emerald Advisers LLC now owns 156,894 shares of the software maker’s stock worth $29,618,000 after buying an additional 50,470 shares in the last quarter. Versor Investments LP boosted its holdings in shares of CommVault Systems by 158.6% during the 2nd quarter. Versor Investments LP now owns 4,396 shares of the software maker’s stock valued at $766,000 after acquiring an additional 2,696 shares during the last quarter. Allspring Global Investments Holdings LLC grew its stake in shares of CommVault Systems by 15.2% in the third quarter. Allspring Global Investments Holdings LLC now owns 637,404 shares of the software maker’s stock worth $118,481,000 after acquiring an additional 83,906 shares during the period. Strs Ohio raised its holdings in shares of CommVault Systems by 161.8% during the third quarter. Strs Ohio now owns 28,800 shares of the software maker’s stock valued at $5,437,000 after purchasing an additional 17,800 shares during the last quarter. Finally, Emerald Mutual Fund Advisers Trust lifted its position in CommVault Systems by 119.0% during the third quarter. Emerald Mutual Fund Advisers Trust now owns 92,893 shares of the software maker’s stock valued at $17,536,000 after purchasing an additional 50,482 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 consensus: $1.17 EPS vs. $0.98 estimate and revenue ~$314M (+19% YoY); ARR grew ~22% and new‑customer adds hit a high — supports longer‑term subscription growth. PR Newswire
• Positive Sentiment: Strategic partnerships: expanded collaboration with Google Cloud was cited as a positive catalyst that had supported recent upside prior to the sell‑off. Investing.com
• Neutral Sentiment: Earnings materials and call transcripts are available for investors to review management commentary (guidance language and SaaS mix comments appear to be the market focus). Yahoo Finance transcript
• Neutral Sentiment: Independent analysis highlights a potential buying opportunity based on fundamentals despite near‑term headwinds (Baird/other analyst comments). TipRanks / Baird
• Neutral Sentiment: Short‑interest data in some feeds shows a large rise but reports also display zero shares (likely a reporting/data error); treat short‑interest headlines with caution until exchanges confirm figures.
• Negative Sentiment: Broad analyst price‑target reductions and rating resets followed the print — multiple firms cut PTs (examples: RBC, Cantor, KeyCorp, Oppenheimer, DA Davidson, Mizuho, Guggenheim, Wells Fargo, Truist), which increased selling pressure despite many firms retaining constructive ratings. Benzinga summary of analyst moves
• Negative Sentiment: Market reaction: shares fell sharply after the earnings release — headlines and note pieces explain the move as investors focusing on guidance, SaaS mix transition, and near‑term margin/growth pacing concerns. Forbes
• Negative Sentiment: Coverage pieces and investor writeups (AAII, Seeking Alpha summaries) emphasize the 30%‑range decline and debate whether the pullback creates a buying opportunity or reflects deeper execution/guidance risks. AAII

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.