Commault Systems

CVLT

Market cap $3.91B

Commvault Systems (CVLT) is a strong buy, with management urged to reject any buyout below $130/share given sector M&A multiples and growth prospects. Despite a 60% share price drop and ARR headwinds, CVLT's cyber resiliency positioning, 22% ARR growth, and over $1B run-rate sales support long-term upside. Private equity interest, notably from Thoma Bravo, highlights undervaluation; current multiples (3.3x TTM sales) are well below recent sector deals.

The biggest names in cybersecurity—firms like CrowdStrike Holdings Inc. NASDAQ: CRWD—win a lot of investor interest, but some of the most resilient businesses in the industry may go unnoticed. With the rapid growth of AI and newfound concerns about cybersecurity threats, including via the Iran war and Anthropic's latest model Mythos, there are numerous industry tailwinds to help give these smaller names a boost.

LOS ANGELES, April 13, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Commvault Systems, Inc. (“Commvault" or the "Company") (NASDAQ:CVLT) investors that the firm has initiated an investigation into possible securities fraud, and may file a class action on behalf of investors.

Commvault (CVLT) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Gary Merrill named Chief Financial Officer Geoff Haydon named President of Customer and Field Operations Company reaffirms fourth quarter and fiscal year 2026 guidance TINTON FALLS, N.J., April 13, 2026 /PRNewswire/ -- Commvault (NASDAQ: CVLT), a global leader in unified resilience at enterprise scale, today announced two leadership appointments, effective immediately, to support the company's continued growth strategy.

Next-generation AI capabilities will leverage Commvault Cloud to safely activate AI and build agentic workflows with trusted data, governance, and recovery TINTON FALLS, N.J., April 13, 2026 /PRNewswire/ -- Commvault (NASDAQ: CVLT), a leader in unified resilience at enterprise scale, today announced new and forthcoming AI capabilities that help organizations confidently adopt AI while maintaining control over data, agents, and recovery.

A media report stated that both private equity firms and strategic investors have expressed interest in owning the company. Due to declines in software stocks generally, those apparent suitors obviously consider this one a bargain.

According to Reuters, Commvault is working with Goldman Sachs to evaluate its options after receiving inquiries from both private equity firms and strategic buyers. Reuters also reported that Thoma Bravo is among the firms that have expressed interest in the company, with one source saying the buyout firm had previously made an offer.

Data protection software provider Commvault Systems ‌is exploring a sale after receiving takeover interest from multiple parties, according to four people familiar with the matter.

TINTON FALLS, N.J., April 7, 2026 /PRNewswire/ -- Commvault (NASDAQ: CVLT) - Commvault will webcast a discussion of its fourth quarter fiscal year 2026 earnings results on Tuesday, April 28, 2026 beginning at 8:30 a.m.