Earnings Miss Sparks Concern: Commvault Systems recently reported its Q2 FY2026 earnings, revealing a miss on both earnings and revenue expectations. Posts on X reflect disappointment, with adjusted EPS at $0.91 against an expected $0.94, and revenue at $276.2 million versus $277.3 million. Shares dropped significantly, with some noting a decline of over 16% in trading.
Recurring Revenue Milestone: Despite the earnings shortfall, Commvault achieved a notable milestone of surpassing $1 billion in annualized recurring revenue ahead of schedule. Discussions on X highlight this as a positive amid the negatives, with some users emphasizing the company’s 18% year-over-year revenue growth. There’s curiosity about whether this signals long-term strength.
Future Outlook Debated: The company’s guidance for the next quarter, projecting revenue around $299 million, has fueled mixed reactions on X. Some express cautious optimism about sustained growth in subscription and SaaS models, while others remain wary of profitability concerns. The stock’s premium valuation is also a point of contention in ongoing conversations.
Note: This discussion summary was generated from an AI condensation of post data.
Commvault Systems Congressional Stock Trading
Members of Congress have traded $CVLT stock 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CVLT stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 09/23.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 08/13 and 1 sale worth up to $15,000 on 09/11.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 08/15.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Commvault Systems Insider Trading Activity
Commvault Systems insiders have traded $CVLT stock on the open market 62 times in the past 6 months. Of those trades, 0 have been purchases and 62 have been sales.
Here’s a breakdown of recent trading of $CVLT stock by insiders over the last 6 months:
- SANJAY MIRCHANDANI (President & CEO) has made 0 purchases and 26 sales selling 104,823 shares for an estimated $18,563,544.
- GARY MERRILL (Chief Commercial Officer) has made 0 purchases and 27 sales selling 54,699 shares for an estimated $9,721,062.
- JENNIFER LEIGH DIRICO (Chief Financial Officer) has made 0 purchases and 5 sales selling 26,060 shares for an estimated $4,701,925.
- NICOLA ADAMO sold 1,500 shares for an estimated $254,610
- VIVIE LEE sold 765 shares for an estimated $139,933
- ALLISON PICKENS sold 690 shares for an estimated $122,744
- A SHANE SANDERS sold 612 shares for an estimated $111,947
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Commvault Systems Hedge Fund Activity
We have seen 245 institutional investors add shares of Commvault Systems stock to their portfolio, and 201 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 458,138 shares (+59.0%) to their portfolio in Q2 2025, for an estimated $79,867,197
- POLAR CAPITAL HOLDINGS PLC removed 423,843 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $73,888,550
- NORGES BANK removed 354,056 shares (-67.1%) from their portfolio in Q2 2025, for an estimated $61,722,582
- AQR CAPITAL MANAGEMENT LLC added 337,830 shares (+60.8%) to their portfolio in Q2 2025, for an estimated $58,893,903
- WESTFIELD CAPITAL MANAGEMENT CO LP added 333,753 shares (+inf%) to their portfolio in Q2 2025, for an estimated $58,183,160
- NEUBERGER BERMAN GROUP LLC removed 317,979 shares (-21.2%) from their portfolio in Q2 2025, for an estimated $55,433,279
- FEDERATED HERMES, INC. added 246,906 shares (+530.4%) to their portfolio in Q2 2025, for an estimated $43,043,122
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Commvault Systems Analyst Ratings
Wall Street analysts have issued reports on $CVLT in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Guggenheim issued a "Buy" rating on 10/16/2025
- Truist Securities issued a "Buy" rating on 10/08/2025
- Wells Fargo issued a "Overweight" rating on 07/30/2025
- Keybanc issued a "Overweight" rating on 07/30/2025
- DA Davidson issued a "Buy" rating on 07/30/2025
To track analyst ratings and price targets for Commvault Systems, check out Quiver Quantitative's $CVLT forecast page.
Commvault Systems Price Targets
Multiple analysts have issued price targets for $CVLT recently. We have seen 8 analysts offer price targets for $CVLT in the last 6 months, with a median target of $220.0.
Here are some recent targets:
- Shrenik Kothari from Baird set a target price of $215.0 on 10/27/2025
- Howard Ma from Guggenheim set a target price of $220.0 on 10/16/2025
- James Fish from Piper Sandler set a target price of $200.0 on 10/13/2025
- Junaid Siddiqui from Truist Securities set a target price of $230.0 on 10/08/2025
- Eric Heath from Keybanc set a target price of $225.0 on 07/30/2025
- Aaron Rakers from Wells Fargo set a target price of $220.0 on 07/30/2025
- Dan Bergstrom from RBC Capital set a target price of $217.0 on 07/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
