
CommVault Systems (CVLT) Stock Forecast & Price Target
CommVault Systems (CVLT) Analyst Ratings
Bulls say
CommVault Systems Inc has shown significant momentum in its financial performance, with FY26 guidance indicating revenue, subscription revenue, gross margin, and EBIT margin exceeding consensus expectations. The company reported substantial growth in SaaS contributions to its net new annual recurring revenue (NNARR), which climbed to approximately 70%, alongside a record addition of 700 subscription customers in F3Q, leading to a total of over 14,000 customers. Additionally, the robust year-over-year growth in subscription annual recurring revenue (ARR) to $941 million (+28%) and the impressive increase in SaaS ARR to $364 million (+41%) suggest strong customer acquisition and expansion potential, contributing to a positive outlook for CommVault's stock.
Bears say
The analysis indicates that CommVault Systems Inc is facing significant challenges, highlighted by a decline in SaaS Net Revenue Retention (NRR) from 125% to 121%, suggesting potential difficulties in retaining existing customers. Additionally, the company has lowered its Total Annual Recurring Revenue (ARR) guidance for FY26, with subscription and SaaS ARR growth expectations reduced from a range of 24-25% to a flat 24%, which raises concerns about growth momentum. Furthermore, the impending financial impact of a $12M-$15M one-time payment related to restructuring pressures the free cash flow (FCF) outlook, compounding investor worries about future performance and contributing to a notable decline in stock value.
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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