Commvault Systems
Protects and recovers enterprise data, applications, and identities across hybrid and cloud environments.
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Profile
Protects and recovers enterprise data, applications, and identity systems across on-premise, cloud, and SaaS environments. Revenue comes mainly from SaaS and term-based subscriptions to Commvault Cloud, with perpetual licenses, support, and services rounding out a single-segment software business.
Protects enterprise data, applications, and identity systems through Commvault Cloud, a cloud-native platform spanning data protection, security, cyber recovery, and governance. Operational Recovery handles backup and restore; Autonomous Recovery adds replication, orchestration, and validation; Cyber Recovery adds threat detection and clean-recovery workflows.
Serves enterprises, smaller businesses, and government agencies across the Americas and international markets. The platform covers on-premise, hybrid, multicloud, cloud-native, and SaaS workloads, with complementary tools for air-gapped storage, scalable infrastructure, cloud-application rebuilds, and structured-data security.
Earns most revenue from SaaS and term-based subscriptions, alongside perpetual licenses, support, and professional services. Sales combine a direct force with partners and cloud marketplaces; broad coverage depends on interoperability with third-party applications, hyperscalers, identity platforms, and storage infrastructure.
Company facts
Categories
Key statistics
Year to date +9.9% · Average volume (30d) 621.3K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jul 29, 2026 | D.A. Davidson | Target | $185 | $175 | ||
| Jul 29, 2026 | UBS | Reiterate | Sector Perform | $133 | $130 | |
| Jul 29, 2026 | Scotiabank | Reiterate | Sector Perform | $110 | $130 | |
| Jul 29, 2026 | Jefferies | Reiterate | Hold | $105 | $130 | |
| Jul 28, 2026 | Piper Sandler | Downgrade | Overweight | Neutral | $155 | $133 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026Q1 FY27 | $1.16 | $1.42 | +22.4% | $310.4M | $314.1M | +1.2% | +0.24% |
| Apr 28, 2026Q4 FY26 | $1.09 | $1.28 | +17.4% | $306.7M | $311.7M | +1.6% | +3.27% |
| Jan 27, 2026Q3 FY26 | $0.98 | $1.17 | +19.4% | $299.1M | $313.8M | +4.9% | +0.81% |
| Oct 28, 2025Q2 FY26 | $0.94 | $0.91 | −3.1% | $273.3M | $276.2M | +1.1% | −3.87% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $275.0M | $282.0M | $276.2M | $313.8M | $311.7M | $314.1M | |
| Gross profit | $227.3M | $231.2M | $221.1M | $254.5M | $251.1M | $256.5M | |
| Operating income | $26.7M | $25.1M | $12.5M | $19.8M | $35.2M | $25.7M | |
| Net income | $31.0M | $23.5M | $14.7M | $17.8M | $14.6M | $21.1M | |
| Diluted EPS | $0.69 | $0.52 | $0.33 | $0.40 | $0.34 | $0.50 | |
| Gross margin | 82.6% | 82.0% | 80.1% | 81.1% | 80.6% | 81.7% | |
| Operating margin | 9.7% | 8.9% | 4.5% | 6.3% | 11.3% | 8.2% |
Fiscal years (4-quarter sums)FY22 $769.6M · FY23 $784.6M · FY24 $839.2M · FY25 $995.6M · FY26 $1.18B
Revenue by product · Q1 FY27
Revenue by geography · Q1 FY27
Balance sheet, Jun 30, 2026Cash & short-term investments $929.8M · Total debt $917.7M · Total assets $1.89B · Shareholders' equity $52.1M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 41.44M · Float 40.89M · 98.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 6.04M | 14.56% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 3.64M | 8.77% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 1.86M | 4.50% | 13F | Aug 13, 2026 |
| AQR Capital Management LLC | 1.84M | 4.43% | 13F | Aug 14, 2026 |
| Ameriprise Financial Inc | 1.74M | 4.20% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 19, 2026 | Sanjay Mirchandani | director, officer: President & CEO | −6,857 | $142.80 |
| Aug 18, 2026 | Sanjay Mirchandani | director, officer: President & CEO | −4,840 | $143.64 |
| Aug 17, 2026 | Sanjay Mirchandani | director, officer: President & CEO | −12,437 | $143.98 |
| Aug 19, 2026 | Danielle Nicole Abrahamsen | officer: Chief Accounting Officer | −486 | $142.80 |
| Aug 18, 2026 | Danielle Nicole Abrahamsen | officer: Chief Accounting Officer | −391 | $143.64 |
Peers
- Rubrik
Pure-play rival in cyber resilience and data recovery
- Dell Technologies
Enterprise infrastructure rival in PowerProtect recovery
- IBM
Legacy enterprise backup rival with storage resilience
- Microsoft
Native cloud backup rival inside Azure and Microsoft 365
- NetApp
Storage-led rival in backup, recovery, and ransomware
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Commvault Systems | $136.48 | +0.02% | $5.65B | 86.9 | 24.9 | 4.6 | +11.4% |
| Rubrik | $92.95 | −0.08% | $19.15B | — | 247.0 | 12.4 | +37.9% |
| Dell Technologies | $456.09 | +0.00% | $302.80B | 36.2 | 23.7 | 2.3 | +87.5% |
| IBM | $235.80 | +0.10% | $221.96B | 20.8 | 18.4 | 3.2 | +1.1% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| NetApp | $186.61 | −0.17% | $36.70B | 29.4 | 20.8 | 5.3 | +12.5% |
| Median | 29.0 | 23.7 | 5.3 | +17.8% |