CommVault Systems’ (CVLT) “Buy” Rating Reaffirmed at DA Davidson

DA Davidson restated their buy rating on shares of CommVault Systems (NASDAQ:CVLT) in a research report report published on Monday morning,Benzinga reports. DA Davidson currently has a $125.00 target price on the software maker’s stock.

Other equities analysts have also recently issued research reports about the stock. William Blair reissued a “market perform” rating on shares of CommVault Systems in a research report on Monday, March 23rd. Mizuho dropped their target price on shares of CommVault Systems from $180.00 to $140.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. KeyCorp dropped their target price on shares of CommVault Systems from $152.00 to $108.00 and set an “overweight” rating on the stock in a research report on Wednesday, January 28th. Oppenheimer dropped their target price on shares of CommVault Systems from $180.00 to $150.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Finally, Piper Sandler lowered their price target on shares of CommVault Systems from $186.00 to $155.00 and set an “overweight” rating on the stock in a report on Monday, January 5th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $137.15.

CommVault Systems Price Performance

CommVault Systems stock opened at $89.77 on Monday. CommVault Systems has a 52 week low of $71.75 and a 52 week high of $200.68. The company’s 50 day moving average price is $83.59 and its two-hundred day moving average price is $117.49. The company has a quick ratio of 2.34, a current ratio of 2.34 and a debt-to-equity ratio of 4.06. The stock has a market cap of $3.95 billion, a P/E ratio of 46.27 and a beta of 0.63.

CommVault Systems (NASDAQ:CVLT) last posted its earnings results on Tuesday, January 27th. The software maker reported $1.17 EPS for the quarter, topping 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 for the quarter, compared to analysts’ expectations of $299.07 million. During the same quarter last year, the firm earned $0.94 EPS. The company’s quarterly revenue was up 19.5% compared to the same quarter last year. On average, equities analysts predict that CommVault Systems will post 1.65 earnings per share for the current year.

Insider Buying and Selling

In related news, insider Gary Merrill sold 1,892 shares of CommVault Systems stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $91.28, for a total value of $172,701.76. Following the sale, the insider owned 62,833 shares of the company’s stock, valued at approximately $5,735,396.24. The trade was a 2.92% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Sanjay Mirchandani sold 10,052 shares of CommVault Systems stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $80.09, for a total transaction of $805,064.68. Following the completion of the sale, the chief executive officer directly owned 332,529 shares in the company, valued at $26,632,247.61. This trade represents a 2.93% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 31,355 shares of company stock worth $2,613,165 in the last ninety days. 1.00% of the stock is currently owned by insiders.

Institutional Investors Weigh In On CommVault Systems

Hedge funds have recently modified their holdings of the stock. State of Wyoming purchased a new position in CommVault Systems in the 2nd quarter valued at approximately $35,000. Banque Cantonale Vaudoise purchased a new position in CommVault Systems in the 3rd quarter valued at approximately $39,000. Cullen Frost Bankers Inc. grew its stake in CommVault Systems by 43.8% in the 3rd 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. Assetmark Inc. grew its stake in CommVault Systems by 2,950.0% in the 3rd quarter. Assetmark Inc. now owns 244 shares of the software maker’s stock valued at $46,000 after buying an additional 236 shares in the last quarter. Finally, Advisory Services Network LLC purchased a new position in CommVault Systems in the 3rd quarter valued at approximately $47,000. Institutional investors own 93.50% of the company’s stock.

CommVault Systems News Summary

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

• Positive Sentiment: DA Davidson reaffirmed a “buy” on CVLT and set a $125 price target ( ~39% upside from the current price), supporting bullish investor sentiment. Article Title
• Positive Sentiment: TipRanks/coverage highlights strategic takeover interest and Commvault’s SaaS transition as an undervalued buy opportunity — narrative that can attract acquisitive or value‑oriented buyers. Article Title
• Positive Sentiment: Commvault unveiled new AI/agentic capabilities built on Commvault Cloud aimed at secure enterprise AI adoption — product momentum that supports growth expectations. Article Title
• Positive Sentiment: Leadership appointments (Gary Merrill named CFO; Geoff Haydon named President, Customer & Field Ops) signal management strengthening and were announced alongside a reaffirmation of guidance. This can reassure investors about execution. Article Title
• Neutral Sentiment: Commvault reaffirmed Q4 and FY‑2026 revenue guidance roughly in line with consensus (Q4 ~$305–308M; FY ~$1.2B) — guidance stability removes downside surprise risk but offers limited upside since numbers were not raised.
• Neutral Sentiment: Robert W. Baird lowered its price target from $185 to $160 but kept an “outperform” rating — less bullish than before but still supportive of upside versus the current price. Article Title
• Neutral Sentiment: Zacks noted CVLT was a big mover on higher volume but warned that recent earnings‑estimate revision trends may limit follow‑through gains — a cautionary technical/earnings revision signal. Article Title
• Neutral Sentiment: Media flagged a large intraday volume increase — confirms elevated trading interest but doesn’t by itself indicate direction. Article Title
• Negative Sentiment: The Portnoy Law Firm has opened an investigation into possible securities fraud and may file a class action — this legal risk is the key short‑term negative catalyst that can increase volatility and weigh on the stock until resolved. Article Title

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.