Commvault Showcases Cybersecurity Solutions at RSAC 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 17 2026
0mins
Should l Buy CVLT?
Source: Newsfilter
- Event Highlights: Commvault will showcase its unified cybersecurity solutions at the RSAC 2026 conference, focusing on data security, identity resilience, and cyber recovery, aimed at helping enterprises combat AI-driven threats and enhancing customer trust.
- Interactive Demonstrations: At booth #S-0634, Commvault will present interactive demos and real-world scenarios to effectively address identity threats and cyberattacks, expected to attract a large number of attendees and enhance brand influence.
- Expert Session: Commvault's Chief Security Officer Bill O'Connell will deliver a keynote on March 25, sharing strategies for maintaining operations during attacks, emphasizing the importance of protecting identity infrastructure, which is anticipated to garner significant industry attention.
- Partner Activities: At the Rumble After Party on March 23, Commvault will collaborate with partners like Everpure and Kyndryl to showcase the latest advancements in data security and cyber recovery, further solidifying its leadership position in the industry.
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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: 78.410
Low
100.00
Averages
140.33
High
185.00
Current: 78.410
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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- Subscription Revenue Surge: The company saw a 30% increase in subscription revenue to $206 million, with SaaS revenue jumping 44%, achieving $1 billion in annualized recurring revenue two quarters ahead of schedule, reflecting its competitiveness in the cloud and data security markets.
- Market Overreaction: Despite Commvault beating revenue estimates for four consecutive quarters, its stock dropped 33% on earnings day, primarily due to a broader software sector decline, indicating a market disregard for its fundamentals.
- Strategic Partnerships: Commvault's strategic alliances with Okta and NetApp enhance its identity resilience portfolio, improving enterprise recovery capabilities post-cyberattacks, thereby solidifying its position in the data protection market.
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- Subscription Revenue Surge: Subscription revenue grew by 30% to $206 million, with SaaS revenue jumping 44%, achieving $1 billion in annualized recurring revenue two quarters ahead of schedule, indicating significant progress in the company's transformation efforts.
- Market Impact: Despite strong earnings, Commvault's stock dropped 33% on earnings day, primarily due to a broader sell-off in the software sector, reflecting market panic that wiped out over $2 trillion in value within weeks.
- Strategic Partnerships: The company recently expanded its Identity Resilience portfolio with partnerships with Okta and NetApp, enhancing its cyber recovery capabilities and expected to further solidify its competitive position in a $24 billion market, driving future business growth.
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- Launch of AgentPulse: AvePoint introduced AgentPulse at the conference, aimed at providing security controls for AI agents, which will enhance enterprise security and trust in AI applications, driving customer adoption of AI technologies.
- Global Customer Base: The AvePoint Confidence Platform serves over 25,000 customers across multiple cloud environments, including Microsoft, Google, and Salesforce, demonstrating its market leadership in data protection and governance.
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See More
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- Earnings Beat: Commvault reported total revenue of $314 million for Q3 FY2026, a 19% year-over-year increase that exceeded its own guidance of $298-$300 million, showcasing strong performance in the data protection sector.
- Subscription Revenue Surge: The company saw a 30% increase in subscription revenue to $206 million, with SaaS revenue jumping 44%, achieving $1 billion in annualized recurring revenue two quarters ahead of schedule, reflecting its competitiveness in the cloud and data security markets.
- Market Overreaction: Despite Commvault beating revenue estimates for four consecutive quarters, its stock dropped 33% on earnings day, primarily due to a broader software sector decline, indicating a market disregard for its fundamentals.
- Strategic Partnerships: Commvault's strategic alliances with Okta and NetApp enhance its identity resilience portfolio, improving enterprise recovery capabilities post-cyberattacks, thereby solidifying its position in the data protection market.
See More
Commvault Systems Faces Stock Drop Amid Strong Earnings: A Buying Opportunity?
- Earnings Beat: Commvault reported total revenue of $314 million for Q3 FY2026, a 19% year-over-year increase that exceeded its own guidance of $298 million to $300 million, highlighting the company's strong growth potential in the cyber resilience market.
- Subscription Revenue Surge: Subscription revenue grew by 30% to $206 million, with SaaS revenue jumping 44%, achieving $1 billion in annualized recurring revenue two quarters ahead of schedule, indicating significant progress in the company's transformation efforts.
- Market Impact: Despite strong earnings, Commvault's stock dropped 33% on earnings day, primarily due to a broader sell-off in the software sector, reflecting market panic that wiped out over $2 trillion in value within weeks.
- Strategic Partnerships: The company recently expanded its Identity Resilience portfolio with partnerships with Okta and NetApp, enhancing its cyber recovery capabilities and expected to further solidify its competitive position in a $24 billion market, driving future business growth.
See More
AvePoint Discusses AI Governance at RSA Conference 2026
- AI Accelerating Technology: Timothy Boettcher, Senior VP at AvePoint, highlighted during the RSA Conference that AI is accelerating advancements across all technology sectors, particularly in security controls, underscoring the company's leadership in cutting-edge technology.
- Launch of AgentPulse: AvePoint introduced AgentPulse at the conference, aimed at providing security controls for AI agents, which will enhance enterprise security and trust in AI applications, driving customer adoption of AI technologies.
- Global Customer Base: The AvePoint Confidence Platform serves over 25,000 customers across multiple cloud environments, including Microsoft, Google, and Salesforce, demonstrating its market leadership in data protection and governance.
- Strategic Partner Network: The company has established a global ecosystem with over 5,000 managed service providers, value-added resellers, and system integrators, further enhancing its capabilities in multicloud governance and rapid data recovery, ensuring customer data security and swift recovery.
See More
Key Wall Street Rating Updates from Tuesday
- Apple Services Strength: Evercore ISI reiterates Apple as outperform based on a survey of 3,500 smartphone users indicating continued strength in Apple Services like Apple TV, with both engagement and monetization trending higher, suggesting enhanced competitiveness in its services ecosystem.
- Ralph Lauren Brand Elevation: Citi upgrades Ralph Lauren from neutral to buy, citing management's brand elevation efforts that have driven strong performance, with a projected 6.5% sales CAGR and over 350bps EBIT margin expansion by FY26, indicating significant long-term growth potential.
- Ecolab Investment Opportunity: JPMorgan upgrades Ecolab from neutral to overweight, noting that the stock has declined since February 27 amid rising Middle East tensions, while the broader market is down 4%, suggesting a buying opportunity for investors anticipating a rebound.
- AI Infrastructure Market Outlook: Bank of America initiates coverage of Nebius Group with a buy rating and a $150 price target, highlighting the company's differentiated offering in the rapidly growing AI Infrastructure-as-a-Service market, expected to benefit from sustained demand for AI computing.
See More
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Cyber Resilience: The article discusses the importance of enhancing cyber resilience through strategic alliances among organizations.
Collaborative Efforts: It emphasizes the need for collaboration between various sectors to effectively combat cyber threats and improve overall security measures.
See More
Microsoft Stock Resilient Amid AI Concerns Leading to Downgrades for Dropbox and 8 Others
- 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.
See More
