CommVault Systems (CVLT) Surpasses Q1 Expectations, Provides Optimistic FY26 Guidance

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Apr 29, 2025

Key Takeaways:

  • CommVault Systems (CVLT, Financial) surpasses earnings expectations with Q1 Non-GAAP EPS of $1.03.
  • Notable revenue growth of 23% year-over-year, with subscription revenue increasing by 45%.
  • Analyst forecasts suggest a potential stock price upside, yet GuruFocus highlights a potential downside based on GF Value.

CommVault Systems (CVLT) made waves this quarter by reporting a Q1 Non-GAAP EPS of $1.03, which outperformed analysts' expectations by $0.10. The company achieved an impressive $275 million in revenue, marking a significant 23% year-over-year growth. Subscription revenue also saw a robust increase, soaring 45% to reach $173 million. Looking ahead, CommVault projects its fiscal 2026 revenue to be in the range of $1.13 billion to $1.14 billion, signaling strong growth prospects.

Wall Street Analysts Forecast

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When analyzing one-year price targets from eight analysts, the average target price for CommVault Systems Inc (CVLT, Financial) stands at $173.92. This target reflects a potential high estimate of $185.00 and a low estimate of $147.00. Currently, the average target indicates a possible upside of 4.79% from its recent price of $165.96. For further details and a comprehensive breakdown, visit the CommVault Systems Inc (CVLT) Forecast page.

Regarding analyst consensus, the average brokerage recommendation for CommVault Systems Inc (CVLT, Financial) comes from 11 brokerage firms. The company's current recommendation rating is 2.2, suggesting an "Outperform" classification. This rating scale spans from 1 to 5, with 1 representing a Strong Buy and 5 indicating a Sell.

GuruFocus Estimations and GF Value Insight

According to GuruFocus estimates, the projected GF Value for CommVault Systems Inc (CVLT, Financial) in one year is $99.50. This estimation implies a potential downside of 40.05% from its standing price of $165.96. GF Value is a proprietary gauge used by GuruFocus to determine the fair market value at which a stock should be traded. This is based on historical stock trading multiples, previous business growth, and projections of the company's future performance. For an in-depth view and further analysis, explore the CommVault Systems Inc (CVLT) Summary page.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.