
CommVault Systems (CVLT) Stock Forecast & Price Target
CommVault Systems (CVLT) Analyst Ratings
Bulls say
CommVault Systems Inc. has demonstrated a strong financial performance with its FY26 guidance surpassing consensus estimates for revenue, subscription revenue, gross margin, and EBIT margin. The company's subscription customer base exceeded 14,000, with a record addition of approximately 700 new term software customers in F3Q, contributing to substantial annual recurring revenue (ARR) growth to $941 million, marking a 28% year-over-year increase. Additionally, the SaaS segment, primarily driven by Metallic, reported an ARR of $364 million, reflecting a significant 41% growth, positioning the company favorably for continued expansion and market share gains in the data management sector.
Bears say
CommVault Systems Inc has faced a decline in key financial metrics, with SaaS net revenue retention (NRR) dropping from 125% to 121% and a reduction in fiscal year 2026 total annual recurring revenue (ARR) guidance from an expected 18-19% growth to 18%, along with lower subscription and SaaS ARR growth expectations. The company is under increased pressure as investors react negatively to projected net-new ARR growth declines and the associated implications for future performance, contributing to a significant drop in its stock price by 31.1%. Furthermore, lowered free cash flow (FCF) guidance, due to a substantial one-time restructuring payment, and dependence on new business rather than existing customer retention amplify the company’s vulnerability, indicating a potential risk of multiple compression in light of shifting investor sentiment and changes in IT spending.
This aggregate rating is based on analysts' research of CommVault Systems and is not a guaranteed prediction by Public.com or investment advice.
CommVault Systems (CVLT) Analyst Forecast & Price Prediction
Start investing in CommVault Systems (CVLT)
Order type
Buy in
Order amount
Est. shares
0 shares