
CommVault Systems (CVLT) Stock Forecast & Price Target
CommVault Systems (CVLT) Analyst Ratings
Bulls say
CommVault Systems Inc. is demonstrating robust growth potential, as indicated by its fiscal year 2026 guidance, which exceeds consensus estimates for revenue, subscription revenue, gross margin, and EBIT margin. Notably, the company experienced a record quarter for new term software customer additions, with subscription ARR reaching $941 million, reflecting a 28% year-over-year increase, and a substantial contribution from SaaS solutions, which achieved a 41% growth to $364 million. The sustained demand for their software applications, coupled with strong multi-year deals and anticipated improvements in SaaS NRR through enhanced cross-selling, suggests significant market share expansion and continued momentum in customer acquisition.
Bears say
CommVault Systems Inc. is facing a negative outlook due to a decline in its SaaS Net Revenue Retention (NRR) from 125% to 121%, indicating potential challenges in retaining existing customers and generating recurring revenue. Additionally, the company lowered its FY26 Total Annual Recurring Revenue (ARR) guidance from an expected growth of 18-19% to a high-end estimate of 18%, while also adjusting Subscription and SaaS ARR growth expectations downward to 24%. These developments, coupled with an anticipated need to pay a one-time restructuring fee of $12M-$15M, have contributed to significant downward pressure on the stock, which fell by 31.1%.
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
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