
CommVault Systems (CVLT) Stock Forecast & Price Target
CommVault Systems (CVLT) Analyst Ratings
Bulls say
CommVault Systems Inc reported a strong outlook for FY26 with revenue and subscription revenue estimates exceeding consensus expectations, highlighting the company's solid financial health. The company experienced significant growth in its software-as-a-service (SaaS) segment, with annual recurring revenue (ARR) rising to $364 million, reflecting a year-over-year increase of 41%, and contributing to approximately 70% of net new annual recurring revenue. Additionally, the firm achieved record quarterly net new term software customer additions, with revenues from term software transactions exceeding $100K growing by 25% year-over-year, driven by large multi-year deals, indicating strong demand and a favorable market position.
Bears say
CommVault Systems Inc has revised its FY26 Total ARR guidance, lowering the high end to +18% from +18-19%, which includes a reduced Subscription & SaaS ARR growth rate of 24%. The company's Free Cash Flow guidance has also been downwardly adjusted to $215-220 million, reflecting a decline from earlier projections due to a one-time payment associated with restructuring efforts. Additionally, a notable decrease in SaaS Net Revenue Retention (NRR), which fell 4 points to 121%, indicates challenges in expanding existing subscriptions, potentially hindering the company's competitive positioning and financial momentum.
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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