Earnings Beat Ignites Premarket Rally: Social media buzz intensified after Commvault Systems unveiled stronger-than-expected Q4 fiscal 2026 results, with revenue climbing 13% to $312 million and adjusted EPS rising 24% to $1.28. The stock surged over 10% in early trading, as investors highlighted record free cash flow of $132 million and robust SaaS revenue growth. Discussions noted the company's ability to exceed forecasts amid intensifying data security demands.
SaaS Momentum and Buybacks in Focus: Participants praised the 43% jump in SaaS ARR to $400 million, positioning it as over a third of total ARR, fueled by cloud migrations and AI-driven data resilience. Aggressive share repurchases totaling $259 million in the quarter, backed by a new $250 million program, drew applause for bolstering shareholder value. Some voices likened the performance favorably to peers in the cyber recovery space.
Guidance Tempers Enthusiasm: While celebrating the beats, conversations flagged decelerating revenue growth to 13% in Q4 and FY27 projections implying around 10% expansion. Concerns surfaced over slowing term-based licenses and moderating net dollar retention at 122%, signaling maturing expansion dynamics. Overall, the tone reflected measured optimism amid shifting growth trajectories.
Note: This discussion summary was generated from an AI condensation of post data.
Commvault Systems Insider Trading Activity
Commvault Systems insiders have traded $CVLT stock on the open market 16 times in the past 6 months. Of those trades, 0 have been purchases and 16 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 11 sales selling 54,632 shares for an estimated $5,606,365.
- GARY MERRILL (Chief Commercial Officer) has made 0 purchases and 4 sales selling 9,004 shares for an estimated $963,078.
- JENNIFER LEIGH DIRICO (Chief Financial Officer) sold 830 shares for an estimated $102,571
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Commvault Systems Revenue
Commvault Systems had revenues of $311.7M in Q4 2026. This is an increase of 13.33% from the same period in the prior year.
You can track CVLT financials on Quiver Quantitative's CVLT stock page.
Commvault Systems Congressional Stock Trading
Members of Congress have traded $CVLT stock 2 times in the past 6 months. Of those trades, 1 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 sold up to $15,000 on 12/05.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 11/03.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
Commvault Systems Hedge Fund Activity
We have seen 175 institutional investors add shares of Commvault Systems stock to their portfolio, and 289 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. removed 1,033,077 shares (-68.5%) from their portfolio in Q4 2025, for an estimated $129,506,532
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 802,863 shares (-74.8%) from their portfolio in Q4 2025, for an estimated $100,646,905
- DRIEHAUS CAPITAL MANAGEMENT LLC removed 638,119 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $79,994,597
- M&T BANK CORP added 607,354 shares (+22133.9%) to their portfolio in Q4 2025, for an estimated $76,137,897
- MILLENNIUM MANAGEMENT LLC added 600,224 shares (+223.6%) to their portfolio in Q4 2025, for an estimated $75,244,080
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 536,673 shares (-84.2%) from their portfolio in Q4 2025, for an estimated $67,277,327
- NEUBERGER BERMAN GROUP LLC removed 497,758 shares (-44.0%) from their portfolio in Q4 2025, for an estimated $62,398,942
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
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:
- Stephens & Co. issued a "Overweight" rating on 01/28/2026
- Mizuho issued a "Outperform" rating on 01/21/2026
- Oppenheimer issued a "Outperform" rating on 01/21/2026
- Keybanc issued a "Overweight" rating on 01/12/2026
- DA Davidson issued a "Buy" rating on 11/13/2025
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 15 analysts offer price targets for $CVLT in the last 6 months, with a median target of $140.0.
Here are some recent targets:
- Joseph Gallo from Jefferies set a target price of $105.0 on 04/27/2026
- Rudy Kessinger from DA Davidson set a target price of $125.0 on 04/13/2026
- Shrenik Kothari from Baird set a target price of $160.0 on 04/13/2026
- Yun Kim from Loop Capital set a target price of $125.0 on 03/24/2026
- Thomas Blakey from Cantor Fitzgerald set a target price of $100.0 on 01/28/2026
- Michael Romanelli from Mizuho set a target price of $140.0 on 01/28/2026
- Junaid Siddiqui from Truist Securities set a target price of $155.0 on 01/28/2026
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.
