
CommVault Systems (CVLT) Stock Forecast & Price Target
CommVault Systems (CVLT) Analyst Ratings
Bulls say
CommVault Systems is a leading player in the data protection market and has a strong platform and a large installed base, providing ample cross-sell and upsell opportunities. The company has shown solid execution to close the year with an improved tone to start the new fiscal year. Results continue to benefit from trends around data, the threat environment, and AI as the company drives resilience for customers. CommVault has also demonstrated a commitment to diversity and inclusion, as well as implementing sustainability considerations into its strategy. The potential risks for the company include competition from larger peers and the shift towards a SaaS model. However, the company's strong fundamentals, diverse product offerings, and commitment to sustainability make it a promising investment opportunity.
Bears say
CommVault Systems is experiencing declining total ARR, with management choosing to solely focus on subscription ARR, which is estimated to only grow at 18.75% y/y USD and assumes no changes to macro or memory pricing environment, leading to a negative outlook on the stock. Additionally, revenue and FCF guidance for FY27 is slightly below consensus expectations, and there may not be enough prudence embedded in management's guidance to account for potential risks. The company has also faced challenges in the past year, but the new fiscal year has started off well with strong revenue and EBIT performance, as well as the addition of new customers and growth in new offerings, which may help improve its position. However, risks such as changes in the macro environment, competition, and customer concentration still exist, which could impact the company's growth and financial performance going forward.
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