Commvault Systems Stock Analysis and Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 21 2026
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Should l Buy CVLT?
Source: Yahoo Finance
- Analyst Rating Adjustment: Rudy Kessinger from DA Davidson has lowered Commvault's price target from $135 to $125 while maintaining a Buy rating, indicating a potential upside of over 56%, which reflects ongoing market confidence in the company.
- CFO Recruitment Progress: Commvault is actively seeking a CFO with experience in public software companies, and analysts believe this key personnel change could serve as a major catalyst for restoring investor confidence and driving future growth strategies.
- Annual Revenue Outlook: While analysts note that the initial FY27 performance may be soft, Commvault's management anticipates a 10% growth in annual recurring revenue by mid-2026, showcasing the company's strong performance in free cash flows.
- Market Competition Analysis: Despite Commvault's potential in cybersecurity and data protection, analysts suggest that certain AI stocks may offer greater upside potential and carry less downside risk, advising investors to be cautious in their selections.
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Analyst Views on CVLT
Wall Street analysts forecast CVLT stock price to rise
13 Analyst Rating
11 Buy
2 Hold
0 Sell
Strong Buy
Current: 76.080
Low
100.00
Averages
140.33
High
185.00
Current: 76.080
Low
100.00
Averages
140.33
High
185.00
About CVLT
Commvault Systems, Inc. is a provider of cyber resilience and data protection solutions. The Company’s cyber resilience platform combines data security and rapid recovery at enterprise scale across any workload. The Company provides these products and services for their data across many types of environments, including on-premises, hybrid and multi-cloud. Its offerings are delivered via self-managed software, software-as-a-service (SaaS), integrated appliances, or managed by partners. Its Commvault Cloud offerings are organized into three packages, such as Operational Recovery, Autonomous Recovery and Cyber Recovery. Its Operational Recovery provides backup, verifiable recovery, and cost-optimized cloud workload mobility, helping to ensure data availability and granular recovery, even across multiple clouds. In addition, it also provides customers with a range of offerings, including Cleanroom Recovery, HyperScale X, Air Gap Protect, Cloud Rewind, Clumio Backtrack and Compliance.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Stock Downgrades: Dropbox and several other stocks were downgraded by William Blair analysts on Monday.
- Impact of AI: The analysts indicated that the rise of AI has introduced greater uncertainty within the software sector.
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Commvault Enhances Cybersecurity Integration with Microsoft
- New Integration Features: Commvault's collaboration with Microsoft enhances customer cyber resilience through Microsoft Sentinel and Security Copilot, streamlining the process from threat detection to data recovery, which is expected to significantly reduce recovery times and bolster continuous operational capabilities for enterprises.
- Real-Time Data Insights: The new integration allows security alerts to be transmitted in real-time to the Microsoft Sentinel data lake, enabling security operations center analysts to enrich incident information with partner intelligence, thereby improving impact assessment accuracy and response speed.
- Automated Recovery Workflows: In the coming months, Commvault plans to introduce policy-based automated recovery workflows aimed at accelerating the clean data recovery process, further enhancing collaboration between IT and security teams to ensure rapid response capabilities in the face of cyber threats.
- Market Outlook: As cyber attacks evolve, the partnership between Commvault and Microsoft represents not just a technological integration but a blueprint for the future of cyber resilience operations, expected to drive enterprises' competitiveness in an AI-driven threat landscape.
See More
Commvault and TIME Launch CISO of the Year Award
- Award Background: Commvault and TIME have launched the inaugural CISO of the Year Award to recognize Chief Information Security Officers (CISOs) who are redefining resilience in the face of increasingly complex cyber threats and regulatory pressures.
- Selection Criteria: Nominations will be accepted from March 23 to June 20, 2026, with finalists and the winner chosen by a panel based on predefined criteria, expected to be announced in September 2026 alongside TIME's Executives of the Year: Tech & Data list.
- Evolving CISO Role: As cyber threats grow in frequency and sophistication, the role of the CISO has become one of the most critical leadership positions in enterprises, responsible for ensuring rapid recovery and business continuity while collaborating with other C-suite executives.
- Focus on ResOps: The CISO of the Year Award will spotlight security leaders who embrace a modern Resilience Operations (ResOps) framework, highlighting their importance in enhancing organizational resilience and recovery capabilities against disruptions.
See More
