CommVault Systems (NASDAQ:CVLT) Given New $150.00 Price Target at Oppenheimer

CommVault Systems (NASDAQ:CVLT) had its price objective decreased by Oppenheimer from $180.00 to $150.00 in a research note published on Wednesday,Benzinga reports. Oppenheimer currently has an outperform rating on the software maker’s stock.

Several other brokerages also recently commented on CVLT. Wells Fargo & Company cut their target price on CommVault Systems from $190.00 to $155.00 and set an “overweight” rating on the stock in a report on Wednesday. Stephens cut their price objective on CommVault Systems from $162.00 to $135.00 and set an “overweight” rating on the stock in a research note on Wednesday. Piper Sandler decreased their target price on shares of CommVault Systems from $186.00 to $155.00 and set an “overweight” rating for the company in a research report on Monday, January 5th. Wall Street Zen lowered shares of CommVault Systems from a “buy” rating to a “hold” rating in a report on Saturday, November 1st. Finally, Cantor Fitzgerald reduced their price objective on shares of CommVault Systems from $144.00 to $100.00 and set a “neutral” rating on the stock in a research note on Wednesday. One 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 company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $143.58.

CommVault Systems Trading Up 0.8%

CVLT opened at $89.85 on Wednesday. The company has a debt-to-equity ratio of 4.06, a current ratio of 2.34 and a quick ratio of 2.53. CommVault Systems has a fifty-two week low of $84.44 and a fifty-two week high of $200.68. The company’s 50 day moving average price is $122.47 and its two-hundred day moving average price is $154.00. The firm 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 quarterly earnings results on Tuesday, January 27th. The software maker reported $1.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.98 by $0.19. CommVault Systems had a net margin of 7.58% and a return on equity of 37.38%. The firm had revenue of $313.83 million during the quarter, compared to the consensus estimate of $299.07 million. During the same quarter last year, the firm earned $0.94 earnings per share. The company’s revenue for the quarter was up 19.5% on a year-over-year basis. As a group, research analysts predict that CommVault Systems will post 1.65 earnings per share for the current year.

Insiders Place Their Bets

In other CommVault Systems news, CEO Sanjay Mirchandani sold 13,109 shares of CommVault Systems stock in a transaction on Wednesday, November 19th. The shares were 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 directly owned 359,260 shares of the company’s stock, valued at approximately $43,524,349. The trade was a 3.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Jennifer Leigh Dirico sold 830 shares of the company’s 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 transaction, the chief financial officer owned 44,313 shares in the company, valued at $5,476,200.54. This represents a 1.84% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 33,111 shares of company stock worth $4,058,851. 1.00% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On CommVault Systems

A number of hedge funds have recently added to or reduced their stakes in CVLT. State of Wyoming bought a new position in shares of CommVault Systems in the 2nd quarter worth $35,000. FNY Investment Advisers LLC bought a new stake in CommVault Systems during the 4th quarter valued at $36,000. Banque Cantonale Vaudoise acquired a new position in CommVault Systems during the third quarter worth $39,000. Assetmark Inc. lifted its stake 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 buying an additional 82 shares in the last quarter. Finally, Cullen Frost Bankers Inc. lifted its stake in shares of 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 buying an additional 74 shares in the last quarter. Institutional investors and hedge funds own 93.50% of the company’s stock.

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.