NASDAQ: CVLT Investigation Alert: Kessler Topaz Meltzer & Check, LLP Encourages Commvault Systems, Inc. (NASDAQ: CVLT) Investors to Contact the Firm
Kessler Topaz Meltzer & Check, LLP is investigating potential violations of federal securities laws by Commvault Systems, Inc. (NASDAQ: CVLT) after the company reported a significant deceleration in SaaS ARR growth for Q3 fiscal 2026, causing its stock to drop over 31%. The law firm is encouraging investors who experienced financial losses to contact them to discuss their legal rights.
NASDAQ: CVLT Investigation Alert: Kessler Topaz Meltzer & Check, LLP Encourages Commvault Systems, Inc. (NASDAQ: CVLT) Investors to Contact the Firm
Kessler Topaz Meltzer & Check, LLP is investigating potential federal securities law violations by Commvault Systems, Inc. (NASDAQ: CVLT) after the company reported a significant deceleration of growth in its Q3 fiscal 2026 earnings. Following this news, Commvault's stock price dropped over 31%. Investors who experienced losses are encouraged to contact the law firm to discuss their legal rights.
Commvault Systems, Inc. (CVLT) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Stockholders to Contact the Firm to Learn More About the Investigation
Bronstein, Gewirtz & Grossman, LLC has launched an investigation into Commvault Systems, Inc. (NASDAQ:CVLT) following a significant drop in stock price. The investigation stems from Commvault's Q3 2026 financial results, which reported "40% growth in SaaS ARR to $364 million" but also noted that "60% of our deals actually closed in the last few weeks of the quarter," leading to a 31.1% stock decline. The law firm is encouraging affected investors to contact them to learn more about potential claims.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Commvault Systems, Inc. - CVLT
Pomerantz LLP has launched an investigation into Commvault Systems, Inc. (NASDAQ: CVLT) following a significant drop in its stock price. The investigation concerns potential securities fraud after Commvault reported a deceleration in SaaS ARR growth, which led to a 31.1% decline in its stock on January 27, 2026. Investors are encouraged to contact Pomerantz LLP to learn more about joining the class action.
Commvault Systems, Inc. (CVLT) Ranks Among Top Digital Infrastructure Performers
Commvault Systems, Inc. (NASDAQ:CVLT) has been recognized by Piper Sandler as a top performer in the digital infrastructure and connectivity software sector, securing the fifth spot due to its Commvault Cloud offering and successful transition to a term-subscription model. Despite a recent price target trim by RBC Capital following a "mixed" quarterly performance, the company, a cyber resilience platform provider, shows potential for growth. However, the article suggests other AI stocks might offer greater returns and lower downside risks, promoting a separate report on a promising AI stock.
Brokers Suggest Investing in Commvault (CVLT): Read This Before Placing a Bet
This article analyzes brokerage recommendations for Commvault (CVLT), noting its high "Strong Buy" rating from Wall Street analysts. However, it cautions investors against relying solely on these ratings due to potential bias, instead suggesting validation with a tool like the Zacks Rank. The article highlights that Commvault currently holds a Zacks Rank #1 (Strong Buy) due to significant positive revisions in earnings estimates, making it a promising investment according to their methodology.
Commvault Systems, Inc. (CVLT) Ranks Among Top Digital Infrastructure Performers
Commvault Systems, Inc. (CVLT) has been recognized by Piper Sandler as a top performer in the digital infrastructure and connectivity software sector, securing the fifth spot. This recognition highlights the strength of its Commvault Cloud offering and its nearly completed transition to a term-subscription model. Despite a recent downward revision of its price target by RBC Capital due to a "mixed" quarterly performance, the company, founded in 1996, continues to transform into a leader in cyber resilience.
Brokers Suggest Investing in Commvault (CVLT): Read This Before Placing a Bet
This article evaluates Commvault Systems (CVLT) recommendations from Wall Street analysts and compares them with the Zacks Rank. While Commvault has a strong "Buy" average brokerage recommendation based on 14 firms, the article cautions against relying solely on these ratings due to potential bias. Instead, it suggests using the Zacks Rank, a proprietary tool based on earnings estimate revisions, as a more reliable indicator for near-term price performance, noting Commvault's current Zacks Rank #1 (Strong Buy) due to increased earnings estimates.
Bronstein, Gewirtz & Grossman, LLC Announces an Investigation Against Commvault Systems, Inc. (CVLT) and Encourages Stockholders to Learn More About the Investigation
Bronstein, Gewirtz & Grossman, LLC has initiated an investigation into Commvault Systems, Inc. (NASDAQ:CVLT) following a significant drop in stock price after the company reported its Q3 2026 financial results. The firm is encouraging investors who purchased Commvault securities to join the investigation, particularly focusing on claims related to the 31.1% stock price decline on January 27, 2026. They operate on a contingency fee basis, meaning no upfront cost for investors.
Bronstein, Gewirtz & Grossman, LLC Encourages Commvault Systems, Inc. (CVLT) Investors to Inquire about Securities Investigation
Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of investors in Commvault Systems, Inc. (NASDAQ:CVLT) following a significant 31.1% drop in the company's stock price on January 27, 2026. This decline occurred after Commvault reported its Q3 2026 financial results, which included 40% growth in SaaS ARR but also noted that 60% of deals closed in the last weeks of the quarter. The law firm is encouraging affected investors to inquire about their options.
Trading Near 52-Week Lows, Can Commvault Stock Rebound in 2026?
Commvault Systems (CVLT) delivered strong Q3 fiscal 2026 results, showing significant growth in subscription and SaaS ARR, driven by its Commvault Cloud Unity platform and increased demand for cyber resilience. Despite trading near 52-week lows at $87.63, a valuation model projects the stock could reach $114 by March 2028, representing a 30% total return, based on continued SaaS momentum, expanding enterprise adoption, and strategic partnerships. The company's focus on integrated data security, identity protection, and recovery capabilities, along with its cost-optimization program, positions it for potential rebound and sustained margin expansion.
CVLT Investors Have Opportunity to Join Commvault Systems, Inc. Fraud Investigation with the Schall Law Firm
The Schall Law Firm has initiated an investigation into Commvault Systems, Inc. (NASDAQ: CVLT) for potential securities law violations after the company's stock fell by 31.1% following its Q3 2026 financial report. The report, indicating 40% growth in SaaS ARR but noting that 60% of deals closed in the last weeks of the quarter, was perceived by the market as a significant business deceleration. The firm is encouraging affected shareholders to join the fraud investigation.
Commvault Systems Under Securities Investigation
Commvault Systems is currently under securities investigation by The Schall Law Firm for potential violations of securities laws, stemming from its Q3 2026 report. Despite 40% growth in SaaS ARR, the market perceived this as a slowdown, leading to a 31.1% drop in share price. Several law firms are encouraging affected investors to participate in class-action lawsuits to protect their rights.
CVLT Investigation: Kessler Topaz Meltzer & Check, LLP Encourages Commvault Systems, Inc. (NASDAQ: CVLT) Investors to Contact the Firm
Kessler Topaz Meltzer & Check, LLP is investigating potential violations of federal securities laws by Commvault Systems, Inc. following a significant drop in its stock price. The investigation comes after Commvault reported a deceleration in SaaS ARR growth for Q3 fiscal 2026, leading to a 31.1% decline in share value on January 27, 2026. Investors are encouraged to contact the firm if they wish to learn more about the investigation into Commvault (NASDAQ: CVLT).
COMMVAULT INVESTIGATION ALERT: Bragar Eagel & Squire, P.C.
Bragar Eagel & Squire, P.C. has launched an investigation into Commvault Systems, Inc. (NASDAQ:CVLT) on behalf of its stockholders. This follows a significant drop in Commvault's stock price after the company reported a deceleration in its SaaS ARR growth for the third quarter of fiscal 2026. The law firm is encouraging investors who have suffered losses to contact them to discuss potential legal options regarding federal securities laws violations and unlawful business practices.
COMMVAULT INVESTIGATION ALERT: Bragar Eagel & Squire, P.C.
Bragar Eagel & Squire, P.C. is investigating potential claims against Commvault Systems, Inc. (NASDAQ: CVLT) on behalf of its stockholders. This investigation follows a significant decline in Commvault's stock price after the company reported a "meaningful deceleration" in SaaS ARR growth for the third quarter of fiscal 2026. Investors who suffered losses are encouraged to contact the firm to discuss their legal options.
Commvault: Fiscal 3Q26 Financial Results
Commvault reported strong financial results for fiscal 3Q26, with total revenue reaching a record $314 million, up 19% year-over-year, and annualized recurring revenue (ARR) hitting $1,085 million, up 22% year-over-year. The company also provided optimistic guidance for the fourth quarter and full fiscal year 2026, highlighting growth in subscription revenue and continued focus on AI-enabled data security platforms. These results reflect Commvault's strategic focus on cyber resilience solutions and its leadership in the modern data protection market.
CVLT Investigation: Kessler Topaz Meltzer & Check, LLP Encourages Commvault Systems, Inc. (NASDAQ: CVLT) Investors to Contact the Firm
Kessler Topaz Meltzer & Check, LLP (KTMC) is investigating potential federal securities law violations on behalf of investors in Commvault Systems, Inc. (NASDAQ: CVLT). This investigation follows a significant decline in Commvault's stock price after the company reported a deceleration in SaaS ARR growth for the third quarter of fiscal 2026. Investors who suffered losses are encouraged to contact KTMC for more information regarding the investigation.
CVLT Investigation: Kessler Topaz Meltzer & Check, LLP Encourages Commvault Systems, Inc. (NASDAQ: CVLT) Investors to Contact the Firm
Kessler Topaz Meltzer & Check, LLP (KTMC) is investigating potential federal securities law violations on behalf of investors in Commvault Systems, Inc. (NASDAQ: CVLT). This investigation follows a significant 31.1% drop in Commvault's stock price on January 27, 2026, after the company reported Q3 fiscal 2026 financial results that showed a meaningful deceleration in SaaS ARR growth compared to the previous quarter. KTMC is encouraging affected investors to contact their firm for more information regarding the investigation.
38,482 Shares in CommVault Systems, Inc. $CVLT Bought by Cookson Peirce & Co. Inc.
Cookson Peirce & Co. Inc. recently acquired 38,482 shares of CommVault Systems (NASDAQ:CVLT) worth $7.27 million, making institutional investors own approximately 93.5% of the company's stock. CommVault exceeded Q3 earnings expectations with $1.17 EPS and $313.8M in revenue, marking a 19.5% year-over-year increase. Despite recent price target cuts from analysts, the stock holds a "Moderate Buy" consensus, though insiders have reduced their holdings to about 1% ownership.
CVLT Investigation: Kessler Topaz Meltzer & Check, LLP Encourages Commvault Systems, Inc. (NASDAQ: CVLT) Investors to Contact the Firm
Kessler Topaz Meltzer & Check, LLP is investigating potential federal securities law violations on behalf of Commvault Systems, Inc. (NASDAQ: CVLT) investors. This comes after Commvault reported its Q3 fiscal 2026 results, showing a deceleration in SaaS ARR growth, which led to a significant 31.1% drop in its stock price. The law firm is encouraging affected investors to contact them for more information regarding the investigation.
NASDAQ: CVLT Investigation: Kessler Topaz Meltzer & Check, LLP Encourages Commvault Systems, Inc. (NASDAQ: CVLT) Investors to Contact the Firm
Kessler Topaz Meltzer & Check, LLP is investigating potential federal securities law violations by Commvault Systems, Inc. (NASDAQ: CVLT) following a significant stock price drop. The decline occurred after Commvault reported a deceleration in SaaS ARR growth for Q3 fiscal 2026, dropping 31.1% in stock value on January 27, 2026. Investors are encouraged to contact the firm for more information regarding the investigation.
NASDAQ: CVLT Investigation: Kessler Topaz Meltzer & Check, LLP Encourages Commvault Systems, Inc. (NASDAQ: CVLT) Investors to Contact the Firm
Kessler Topaz Meltzer & Check, LLP is investigating Commvault Systems, Inc. (NASDAQ: CVLT) for potential federal securities law violations. This follows a significant stock price drop after the company reported a deceleration in its SaaS ARR growth. Investors are encouraged to contact the firm to learn more about the investigation.
NASDAQ: CVLT Investigation Alert: Kessler Topaz Meltzer & Check, LLP Encourages Commvault Systems, Inc. (NASDAQ: CVLT) Investors to Contact the Firm
Kessler Topaz Meltzer & Check, LLP is investigating potential federal securities law violations on behalf of investors of Commvault Systems, Inc. This investigation follows a significant decline in Commvault's stock price after the company reported a deceleration in SaaS ARR growth for the third quarter of fiscal 2026. Investors who suffered losses are encouraged to contact attorney Jonathan Naji for more information.
Cyber resilience moves from backup to ResOps at Commvault
Commvault is reshaping its approach to cyber resilience, moving beyond traditional backup to a more comprehensive "ResOps" model. This shift focuses on securing data, protecting identity, and recovering clean, trusted systems, driven by the increasing challenges of ransomware, hybrid-cloud environments, and AI-driven systems. The company emphasizes synthetic recovery and identity resilience to ensure continuous business operations in modern, cloud-native environments.
Commvault stock hits 52-week low at $84.35
Commvault Systems Inc. (CVLT) stock has hit a new 52-week low of $84.35, representing a significant price decline over the past year and six months. Despite this downturn, InvestingPro analysis indicates the stock is oversold with impressive gross profit margins and analysts maintain a Strong Buy consensus. The company recently reported Q3 2026 earnings that surpassed expectations, though the stock still saw a notable pre-market decline.
Assessing Commvault Systems (CVLT) Valuation After Record Earnings And Cautious Fiscal 2026 Outlook
Commvault Systems (CVLT) experienced a significant stock price decline despite record revenue and an earnings beat in its fiscal third quarter, attributed to cautious fiscal 2026 guidance. While a fundamental narrative suggests the stock is undervalued with a fair value of $174.58 based on strong SaaS growth and recurring revenue, its current P/E ratio of 41.3x is higher than industry averages, hinting at valuation risk. Investors are encouraged to consider the full narrative, potential risks, and explore other investment ideas.
Commvault, Bentley Systems, Alarm.com, Fastly, and Akamai Technologies Stocks Trade Down, What You Need To Know
A broad-based sell-off impacted several tech stocks, including Commvault, Bentley Systems, Alarm.com, Fastly, and Akamai Technologies, due to investor fears of disruption from artificial intelligence. The market experienced a "basket-style reaction," leading to declines across the S&P 500 Information Technology Sector and even the Magnificent Seven stocks. Fastly, in particular, saw volatile trading, with its shares down 14.7% since the start of the year and 29.5% below its 52-week high, as concerns about AI-related costs and rapid sector transformation continue to fuel negative sentiment.
Commvault stock hits 52-week low at $84.35 By Investing.com
Commvault Systems Inc. (CVLT) stock has fallen to a 52-week low of $84.35, representing a significant decline of over 45% in the past year. This downturn occurs despite the company reporting better-than-expected third-quarter earnings for 2026, with an EPS of $1.17 and revenue of $314 million. The stock's current valuation is considered oversold based on RSI, and analysts maintain a "Strong Buy" consensus, suggesting potential recovery prospects.
CommVault Systems (NASDAQ:CVLT) Hits New 1-Year Low - Time to Sell?
CommVault Systems (NASDAQ:CVLT) recently hit a new 52-week low of $84.17, with shares trading at $83.25. This occurred despite beating quarterly earnings estimates with $1.17 EPS vs. $0.98 expected and 19.5% YoY revenue growth. Analysts have subsequently lowered price targets, though the consensus remains a "Moderate Buy" with an average target of $143.58.
Strengthening Families & Communities LLC Buys 17,258 Shares of CommVault Systems, Inc. $CVLT
Strengthening Families & Communities LLC significantly increased its stake in CommVault Systems Inc. (NASDAQ:CVLT) by over 2,200%, acquiring 17,258 additional shares, bringing its total holdings to 18,037 shares valued at $3.35 million. This move follows CommVault beating its Q3 earnings and revenue expectations, reporting $1.17 EPS and $313.8 million in revenue, despite recent price target cuts from analysts. The stock maintains a "Moderate Buy" consensus rating, though company insiders have sold a notable amount of shares in recent months.
Kaplan Fox Reminds Investors of Commvault Systems, Inc. (CVLT) to an Investigation of Potential Securities Law Violations
Kaplan Fox & Kilsheimer LLP is investigating Commvault Systems, Inc. (CVLT) for potential securities law violations after the company’s stock price dropped significantly following its Q3 fiscal 2026 earnings report. Despite reporting 40% growth in SaaS ARR, this represented a deceleration from the previous quarter, leading to a 31.1% decline in share price. Investors who suffered losses or have information are encouraged to contact Kaplan Fox.
Kaplan Fox Reminds Investors of Commvault Systems, Inc. (CVLT) to an Investigation of Potential Securities Law Violations
Kaplan Fox & Kilsheimer LLP is investigating Commvault Systems, Inc. (CVLT) for potential securities law violations following a significant drop in stock price. This decline occurred after Commvault reported its Q3 fiscal 2026 results, showing a deceleration in SaaS ARR growth compared to the previous quarter. Investors who suffered losses are encouraged to contact Kaplan Fox for more information regarding the investigation.
Down 31.0% in 4 Weeks, Here's Why Commvault (CVLT) Looks Ripe for a Turnaround
Commvault (CVLT) stock has experienced a significant 31% decline over the past four weeks but is now showing signs of a potential turnaround. Technical indicators like the Relative Strength Index (RSI) suggest it is oversold, while fundamental analysis points to strong agreement among analysts for increased earnings estimates, leading to a Zacks Rank #1 (Strong Buy) rating.
Commvault Geo Shield keeps data local and encryption keys under customer control
Commvault has introduced Geo Shield, a new approach designed to help organizations maintain cyber resilience while keeping control over their data's location, operations, and encryption keys. This solution supports various deployment models including SaaS in local and sovereign hyperscaler regions, partner-operated sovereign offerings, and private sovereign cloud deployments. Geo Shield aims to address growing regulatory and compliance requirements by enabling customer-controlled encryption and operations within specific boundaries.
Commvault Systems, Inc. (NASDAQ:CVLT) Stocks Pounded By 31% But Not Lagging Market On Growth Or Pricing
Commvault Systems' (NASDAQ:CVLT) share price has fallen 31% in the last month and 46% over the past year, yet its high P/E ratio of 43.3x suggests the market expects strong future growth. Despite recent earnings decline, analysts forecast 20% EPS growth for Commvault in the coming year, outperforming the broader market's 16% predicted growth. This anticipated future performance is likely contributing to the stock's elevated valuation, as shareholders are confident in its prospects.
Kaplan Fox is Investigating Commvault Systems, Inc. (CVLT) for Potential Securities Law Violations
Kaplan Fox & Kilsheimer LLP is investigating Commvault Systems, Inc. (NASDAQ: CVLT) for potential securities law violations after a significant drop in stock price. The investigation follows Commvault's report of third-quarter fiscal 2026 results, which showed a "meaningful deceleration" in SaaS ARR growth compared to the previous quarter, leading to a 31.1% decline in share price on January 27, 2026. Investors who have suffered losses are encouraged to contact Kaplan Fox.
Lisanti Capital Growth LLC Cuts Stock Position in CommVault Systems, Inc. $CVLT
Lisanti Capital Growth LLC reduced its stake in CommVault Systems by 54.2% in the third quarter of 2025, selling 19,738 shares and ending with 16,697 shares valued at $3.15 million. This reduction comes amid mixed analyst ratings and a recent sell-off to a 52-week low for CommVault Systems, despite beating Q3 EPS and revenue estimates, due to conservative guidance. Institutional investors own a significant portion of the stock, while insiders have also made recent sales.
FinancialContent - COMMVAULT SYSTEMS Is Being Investigated for Possible Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
Kaplan Fox & Kilsheimer LLP is investigating Commvault Systems, Inc. (NASDAQ: CVLT) for potential securities law violations. This investigation follows a significant drop in Commvault's stock price after the company reported a slowdown in SaaS ARR growth for Q3 fiscal 2026, which was 40% compared to 56% in the previous quarter. Investors who suffered losses are encouraged to contact Kaplan Fox.
This Tech Stock Just Crashed to a 52-Week Low: Should You Buy the Dip?
Commvault Systems (NASDAQ: CVLT) stock dropped significantly after its fiscal third-quarter earnings report, despite beating revenue and earnings estimates, reaching a 52-week low. The steep decline is attributed to its high valuation and an outlook that, while strong, fell slightly below analysts' elevated expectations. Despite the market's reaction, analysts still overwhelmingly rate Commvault as a buy with a median price target suggesting a strong rebound.
Kaplan Fox is Investigating Commvault Systems, Inc. (CVLT) for Potential Securities Law Violations
Kaplan Fox & Kilsheimer LLP is investigating Commvault Systems, Inc. (NASDAQ: CVLT) for potential securities law violations following a significant drop in its stock price. The investigation stems from Commvault's Q3 fiscal 2026 earnings report, where a 40% growth in SaaS ARR was noted, which Bloomberg Intelligence identified as a meaningful deceleration from the previous quarter's 56% growth. This news led to a 31.1% decline in Commvault's stock on January 27, 2026.
Federated Hermes Inc. Raises Stock Holdings in CommVault Systems, Inc. $CVLT
Federated Hermes Inc. increased its stake in CommVault Systems, Inc. (NASDAQ:CVLT) by 9.7% in the third quarter, bringing its total holdings to 322,053 shares valued at $60,797,000. Several other institutional investors also adjusted their positions in the software maker, contributing to 93.50% institutional ownership. Recent insider selling by CFO Jennifer Leigh Dirico and CEO Sanjay Mirchandani, along with numerous analyst price target cuts, have also impacted the stock despite a recent earnings beat.
Is Commvault (CVLT) Using Buybacks And Cautious Guidance To Redefine Its Cloud Data Story?
Commvault (CVLT) reported mixed Q3 fiscal 2026 results with record revenue, expanded recurring revenue, and an EPS beat, but its stock dropped due to cautious forward revenue guidance. The company aims to justify its premium valuation through its shift to subscription and SaaS models, anchored by cloud partnerships and new cloud resilience offerings. Investors are focused on execution, particularly regarding subscription Annual Recurring Revenue (ARR) and the impact of its expanded Google Cloud collaboration.
Commvault Systems, Inc. (CVLT) Shareholders Are Encouraged
Johnson Fistel, PLLP is investigating Commvault Systems, Inc. (NASDAQ: CVLT) after a significant stock price decline of 31.1% on January 27, 2026, following the company's Q3 fiscal 2026 earnings report. The investigation focuses on whether Commvault or its executives complied with federal securities laws, prompted by a deceleration in SaaS annual recurring revenue growth and the late closing of a substantial portion of customer transactions. Shareholders who suffered losses are encouraged to join the investigation.
Kaplan Fox Announces an Investigation Into Commvault Systems, Inc. (CVLT) for Potential Securities Law Violations
Kaplan Fox & Kilsheimer LLP has announced an investigation into Commvault Systems, Inc. (CVLT) for potential securities law violations. This follows a significant 31.1% drop in Commvault's stock price on January 27, 2026, after the company reported its Q3 fiscal 2026 financial results, which showed a meaningful deceleration in SaaS ARR growth compared to the previous quarter. Investors who have suffered losses are encouraged to contact Kaplan Fox to learn more about the ongoing investigation.
COMMVAULT SYSTEMS INC (NASDAQ:CVLT): An Affordable Growth Stock for GARP Investors
This article identifies Commvault Systems Inc (NASDAQ:CVLT) as an attractive "Growth at a Reasonable Price" (GARP) investment. The company demonstrates strong past and projected growth in EPS and revenue, earning a high growth rating. While its valuation appears reasonable when compared to industry peers and the broader market, investors are advised to note its financial soundness details, particularly a high Debt-to-Equity ratio, despite strong profitability and liquidity.
Kaplan Fox Alerts Investors of Commvault Systems, Inc. (CVLT) to an Investigation of Possible Securities Law Violations
Kaplan Fox & Kilsheimer LLP is investigating potential securities law violations against Commvault Systems, Inc. (CVLT) after the company reported a significant deceleration in SaaS ARR growth, leading to a substantial stock price decline. Commvault's stock dropped over 31% after its third-quarter fiscal 2026 earnings call revealed 40% SaaS ARR growth, a decrease from 56% in the previous quarter. The law firm is seeking investors who suffered losses or have information to assist in the investigation.
Kornitzer Capital Management Inc. KS Invests $7.40 Million in CommVault Systems, Inc. $CVLT
Kornitzer Capital Management Inc. KS has acquired a new stake of 39,190 shares, worth approximately $7.40 million, in CommVault Systems, Inc. This investment represents 0.09% of CommVault Systems, highlighting institutional interest despite a recent stock drop of 31.1% following management's guidance and a shift to SaaS revenue recognition. Other hedge funds have also adjusted their holdings in the company, while recent insider selling has been noted along with updated analyst ratings and the company's financial performance.
CommVault Stock (-31%): Guidance Miss Sparks Institutional Capitulation
The article discusses the significant 31% drop in CommVault stock, attributing it to a guidance miss. This miss is highlighted as a trigger for institutional capitulation, suggesting a major withdrawal of institutional investment due to the company's outlook.
Commvault shares hit two-year low after below-expectation revenue outlook
Commvault Systems Inc. shares dropped over 30% after the company provided a revenue outlook for fiscal 2026 fourth quarter that fell below analyst expectations, despite otherwise strong third-quarter earnings. The data protection provider reported adjusted earnings and revenue that surpassed predictions, with significant growth in subscription and recurring revenue. The sell-off was attributed to the slightly missed revenue forecast combined with Commvault's high valuation and a competitive tech market.
