CommVault Systems Set to Announce Q4 Earnings on April 28
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy CVLT?
Source: seekingalpha
- Earnings Announcement: CommVault Systems is set to release its Q4 earnings on April 28 before market open, with consensus estimates predicting an EPS of $1.09 and revenue of $306.7 million, indicating a stable financial outlook for the company.
- Strong Performance Record: Over the past two years, CommVault has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, showcasing the company's robust performance against market analyst expectations.
- Revisions Trend: In the last three months, EPS estimates have seen 13 upward revisions and no downward adjustments, while revenue estimates have experienced 10 upward revisions and 2 downward, reflecting a positive sentiment towards the company's future performance.
- Acquisition Premium Potential: Analysts suggest that CommVault could see a 30% premium in any potential takeover, which not only highlights the market's recognition of its value but also presents additional profit opportunities for investors.
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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: 93.920
Low
100.00
Averages
140.33
High
185.00
Current: 93.920
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.
CommVault Systems Set to Announce Q4 Earnings on April 28
- Earnings Announcement: CommVault Systems is set to release its Q4 earnings on April 28 before market open, with consensus estimates predicting an EPS of $1.09 and revenue of $306.7 million, indicating a stable financial outlook for the company.
- Strong Performance Record: Over the past two years, CommVault has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, showcasing the company's robust performance against market analyst expectations.
- Revisions Trend: In the last three months, EPS estimates have seen 13 upward revisions and no downward adjustments, while revenue estimates have experienced 10 upward revisions and 2 downward, reflecting a positive sentiment towards the company's future performance.
- Acquisition Premium Potential: Analysts suggest that CommVault could see a 30% premium in any potential takeover, which not only highlights the market's recognition of its value but also presents additional profit opportunities for investors.
See More
Jefferies Initiates Coverage on Cybersecurity Firms
- Rubrik Rating and Price Target: Jefferies initiated coverage on Rubrik (RBRK) with a Buy rating and a price target of $65, highlighting the company's strong position in cyber resilience and projecting significant upside in FY27 annual recurring revenue (ARR) estimates, with expected growth rates exceeding 20%.
- Commvault Transformation and Market Opportunities: Jefferies set a $105 price target for Commvault (CVLT), noting its evolution from a traditional backup vendor to a cyber resilience platform, with SaaS ARR increasing from 9% in FY22 to 33.5% as of F3Q26, indicating strong market adaptability despite early-stage growth potential.
- AvePoint Market Positioning: Jefferies rated AvePoint (AVPT) as a Buy with a $16 price target, emphasizing its strengthening position in both enterprise and SMB markets, and projecting a 26% year-over-year growth in ARR, positioning it well to benefit from consolidating data management expenditures amid rising AI implementation demands.
- Market Reaction and Stock Movements: Rubrik's shares rose approximately 1%, while AvePoint also saw positive movement, contrasting with Commvault's decline of about 1%, reflecting varying investor reactions to these rating changes and underscoring the market's focus on cybersecurity sector dynamics.
See More
Commvault Rated as One of the Best Cybersecurity Stocks
- Analyst Rating: On April 21, Scotiabank initiated coverage of Commvault Systems Inc. (NASDAQ:CVLT) with a Sector Perform rating and a price target of $105, reflecting a cautious view on its competitiveness in the data protection market.
- Growth Risks: Analysts noted that Commvault's revenue growth is primarily reliant on its large installed base rather than sustainable new customer acquisition, which may limit the company's long-term growth potential in a highly competitive environment.
- Acquisition Opportunities: Oppenheimer highlighted on April 13 that Commvault is a potential acquisition target due to Thoma Bravo's interest, suggesting that acquiring the company at a 15 times EV/FCF multiple would be a wise investment, with an expected stock price of $125-$130, representing about a 40% premium to the current market price.
- Market Competition: With the top six players controlling nearly 70% of the market share, Oppenheimer believes a financial buyer is more likely to acquire Commvault, while a Rubrik acquisition may not be strategically suitable, and Veeam could make a bid to enter the large enterprise market.
See More
Commvault Cloud Platform Launches on Google Cloud
- Cloud Platform Collaboration: Commvault announces that its cloud platform is now available on Google Cloud, aiming to provide customers with enhanced business continuity and data recovery capabilities to address the challenge of 55% of organizations lacking confidence in recovery after major cyber incidents.
- Streamlined Procurement: The availability of Commvault Cloud through Google Cloud Marketplace allows partners and customers to accelerate time to value while optimizing costs and budgets with a flexible, usage-based purchasing model, thereby enhancing overall operational efficiency.
- Enhanced Cyber Resilience: The collaboration between Commvault and Google Cloud not only simplifies complexity but also improves visibility across workloads, helping enterprises maintain resilience in data and workloads during AI-driven transformations, ensuring continuous business operations.
- Global Availability: Commvault Cloud is offered globally through a credit-based utility pricing model that aligns costs with consumption, meeting the evolving needs of customers and further driving innovation in multi-cloud environments.
See More
Commvault Expands Clumio to Google Cloud Storage for Enhanced Cyber Resilience
- Cloud-Native Resilience Solution: Commvault's Clumio is extending its cloud-native cyber resilience capabilities to Google Cloud Storage, addressing strong customer demand for protecting large-scale datasets, thereby enhancing data security for enterprises leveraging AI and analytics workloads.
- Multi-Cloud Environment Support: With 84% of cloud leaders intentionally using multiple cloud environments to support AI and manage large datasets, the launch of Clumio enables organizations to achieve data protection across multi-cloud environments, strengthening their competitive position in the rapidly evolving cloud market.
- Ransomware Protection: Clumio's isolated, immutable backups stored in an air-gapped vault ensure that even if primary data is held for ransom, backup data remains secure, significantly reducing the risk of data loss due to operational errors or malicious attacks.
- Market Demand Driven: As the explosion of data utilized for AI and analytics creates a growing demand for data protection and resilience strategies that go beyond legacy backup approaches, Clumio's solution is designed to meet this market need, with general availability targeted for summer 2026.
See More
Commvault Expands Clumio to Google Cloud Storage for Enhanced Cyber Resilience
- Cloud-Native Cyber Resilience: Clumio, a Commvault company, is extending its cloud-native cyber resilience capabilities to Google Cloud Storage, addressing strong customer demand for protecting large-scale datasets that power AI and analytics workloads, thereby enhancing security and reliability.
- Multi-Cloud Environment Support: With 84% of cloud leaders adopting multi-cloud strategies, Clumio's solution helps organizations reduce operational complexity and enhance data security by providing a consistent protection and recovery experience across diverse cloud environments.
- Protection Against Ransomware: Clumio's isolated, immutable backups stored in an air-gapped vault ensure that even if primary data is held for ransom, backup data remains secure, significantly reducing the risk of business downtime and data loss.
- Growing Market Demand: As the explosion of data in the cloud utilized for AI and analytics continues, IDC's Phil Goodwin highlights that Clumio's solution meets the urgent need for highly scalable, cloud-native recovery, boosting enterprise confidence in their AI transformation efforts.
See More
CommVault Systems Set to Announce Q4 Earnings on April 28
- Earnings Announcement: CommVault Systems is set to release its Q4 earnings on April 28 before market open, with consensus estimates predicting an EPS of $1.09 and revenue of $306.7 million, indicating a stable financial outlook for the company.
- Strong Performance Record: Over the past two years, CommVault has beaten EPS estimates 88% of the time and revenue estimates 100% of the time, showcasing the company's robust performance against market analyst expectations.
- Revisions Trend: In the last three months, EPS estimates have seen 13 upward revisions and no downward adjustments, while revenue estimates have experienced 10 upward revisions and 2 downward, reflecting a positive sentiment towards the company's future performance.
- Acquisition Premium Potential: Analysts suggest that CommVault could see a 30% premium in any potential takeover, which not only highlights the market's recognition of its value but also presents additional profit opportunities for investors.
See More
Jefferies Initiates Coverage on Cybersecurity Firms
- Rubrik Rating and Price Target: Jefferies initiated coverage on Rubrik (RBRK) with a Buy rating and a price target of $65, highlighting the company's strong position in cyber resilience and projecting significant upside in FY27 annual recurring revenue (ARR) estimates, with expected growth rates exceeding 20%.
- Commvault Transformation and Market Opportunities: Jefferies set a $105 price target for Commvault (CVLT), noting its evolution from a traditional backup vendor to a cyber resilience platform, with SaaS ARR increasing from 9% in FY22 to 33.5% as of F3Q26, indicating strong market adaptability despite early-stage growth potential.
- AvePoint Market Positioning: Jefferies rated AvePoint (AVPT) as a Buy with a $16 price target, emphasizing its strengthening position in both enterprise and SMB markets, and projecting a 26% year-over-year growth in ARR, positioning it well to benefit from consolidating data management expenditures amid rising AI implementation demands.
- Market Reaction and Stock Movements: Rubrik's shares rose approximately 1%, while AvePoint also saw positive movement, contrasting with Commvault's decline of about 1%, reflecting varying investor reactions to these rating changes and underscoring the market's focus on cybersecurity sector dynamics.
See More
Commvault Rated as One of the Best Cybersecurity Stocks
- Analyst Rating: On April 21, Scotiabank initiated coverage of Commvault Systems Inc. (NASDAQ:CVLT) with a Sector Perform rating and a price target of $105, reflecting a cautious view on its competitiveness in the data protection market.
- Growth Risks: Analysts noted that Commvault's revenue growth is primarily reliant on its large installed base rather than sustainable new customer acquisition, which may limit the company's long-term growth potential in a highly competitive environment.
- Acquisition Opportunities: Oppenheimer highlighted on April 13 that Commvault is a potential acquisition target due to Thoma Bravo's interest, suggesting that acquiring the company at a 15 times EV/FCF multiple would be a wise investment, with an expected stock price of $125-$130, representing about a 40% premium to the current market price.
- Market Competition: With the top six players controlling nearly 70% of the market share, Oppenheimer believes a financial buyer is more likely to acquire Commvault, while a Rubrik acquisition may not be strategically suitable, and Veeam could make a bid to enter the large enterprise market.
See More
Commvault Cloud Platform Launches on Google Cloud
- Cloud Platform Collaboration: Commvault announces that its cloud platform is now available on Google Cloud, aiming to provide customers with enhanced business continuity and data recovery capabilities to address the challenge of 55% of organizations lacking confidence in recovery after major cyber incidents.
- Streamlined Procurement: The availability of Commvault Cloud through Google Cloud Marketplace allows partners and customers to accelerate time to value while optimizing costs and budgets with a flexible, usage-based purchasing model, thereby enhancing overall operational efficiency.
- Enhanced Cyber Resilience: The collaboration between Commvault and Google Cloud not only simplifies complexity but also improves visibility across workloads, helping enterprises maintain resilience in data and workloads during AI-driven transformations, ensuring continuous business operations.
- Global Availability: Commvault Cloud is offered globally through a credit-based utility pricing model that aligns costs with consumption, meeting the evolving needs of customers and further driving innovation in multi-cloud environments.
See More
Commvault Expands Clumio to Google Cloud Storage for Enhanced Cyber Resilience
- Cloud-Native Resilience Solution: Commvault's Clumio is extending its cloud-native cyber resilience capabilities to Google Cloud Storage, addressing strong customer demand for protecting large-scale datasets, thereby enhancing data security for enterprises leveraging AI and analytics workloads.
- Multi-Cloud Environment Support: With 84% of cloud leaders intentionally using multiple cloud environments to support AI and manage large datasets, the launch of Clumio enables organizations to achieve data protection across multi-cloud environments, strengthening their competitive position in the rapidly evolving cloud market.
- Ransomware Protection: Clumio's isolated, immutable backups stored in an air-gapped vault ensure that even if primary data is held for ransom, backup data remains secure, significantly reducing the risk of data loss due to operational errors or malicious attacks.
- Market Demand Driven: As the explosion of data utilized for AI and analytics creates a growing demand for data protection and resilience strategies that go beyond legacy backup approaches, Clumio's solution is designed to meet this market need, with general availability targeted for summer 2026.
See More
Commvault Expands Clumio to Google Cloud Storage for Enhanced Cyber Resilience
- Cloud-Native Cyber Resilience: Clumio, a Commvault company, is extending its cloud-native cyber resilience capabilities to Google Cloud Storage, addressing strong customer demand for protecting large-scale datasets that power AI and analytics workloads, thereby enhancing security and reliability.
- Multi-Cloud Environment Support: With 84% of cloud leaders adopting multi-cloud strategies, Clumio's solution helps organizations reduce operational complexity and enhance data security by providing a consistent protection and recovery experience across diverse cloud environments.
- Protection Against Ransomware: Clumio's isolated, immutable backups stored in an air-gapped vault ensure that even if primary data is held for ransom, backup data remains secure, significantly reducing the risk of business downtime and data loss.
- Growing Market Demand: As the explosion of data in the cloud utilized for AI and analytics continues, IDC's Phil Goodwin highlights that Clumio's solution meets the urgent need for highly scalable, cloud-native recovery, boosting enterprise confidence in their AI transformation efforts.
See More
