$CVLT

Analysts raised Commvault Systems' (CVLT) average price target to $181.69, up from $170.06, with an 8% upside from the Oct. 26 close. The consensus rating remains 'Buy' among 22 analysts.

Commvault (CVLT) reported Q2 fiscal 2027 results: subscription revenue up 21% YoY to $269M, ARR up 20% to $1.1B, operating cash flow $75M. Guidance for Q3 and full-year 2027 provided. CEO highlights AI-driven demand for resilience solutions.

Commvault introduced new tools for Microsoft 365, including Data Posture 360 for sensitive data discovery and Threat Scan for malware detection in backups. The tools aim to help organizations identify safe recovery points after cyber incidents. Features will be available as paid add-ons to Commvault's backup service in early 2027. According to IDC, the tools address growing concerns about data security and recovery in cloud services.

Commvault (CVLT) announced new data security and threat hunting capabilities for Microsoft 365, aiming to help organizations uncover hidden threats, identify trusted recovery points, and reduce reinfection risk. The features, Data Posture 360 and Threat Scan, will be available as paid add-ons to Commvault Backup & Recovery for Microsoft 365 in early 2027. The company highlighted the importance of detecting threats quickly and ensuring data recovery is trustworthy.

Commvault (CVLT) appointed Matthew Stauble as Chief Customer Officer. He will oversee global customer engineering, including sales engineering, customer success, and support. Stauble previously held similar roles at Alteryx and Palo Alto Networks. The company aims to leverage his experience to drive customer growth and capitalize on AI and cyber resilience demand.

MongoDB (NASDAQ:MDB) reported Q2 revenue of $771.8M, up 30.5% YoY, exceeding estimates by 5%. The company raised its full-year guidance and added 104 enterprise customers paying over $100K annually. Despite strong results, the stock is down 19.1% since reporting. Other data storage stocks like DigitalOcean (NYSE:DOCN), Commvault (NASDAQ:CVLT), and Snowflake (NYSE:SNOW) also reported earnings, with mixed results.

Commvault (CVLT) announced it achieved AWS Data Competency in the Relational Databases category, recognizing its expertise in delivering unified data architectures on Amazon Web Services. This designation highlights Commvault's proficiency in data protection for relational database workloads on AWS, including automated backups and recovery solutions. The company aims to help enterprises strengthen resilience and manage critical data on AWS.

JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) added 171 positions on Monday, deploying $161.2 million in net purchases. Its largest buys were Corcept Therapeutics (CORT) at $3.3 million, Elastic NV (ESTC) at $2.2 million, and SentinelOne (S) at $2.2 million. BBSC holds 804 stocks with a 0.09% expense ratio and a 14.66% year-to-date return.

COMMVAULT SYSTEMS INC (CVLT) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Media Contact: Investor Relations Contact: Andrea Duffy Michael J. Melnyk, CFA Commvault Commvault 646-295-5241 andreaduffy@commvault.com 646-522-6160 mmelnyk@commvault.com Commvault Appoints David Morton to Board of Directors TINTON FALLS, N.J. – September 24, 2026 – Commvault (

Commvault (CVLT) reported $314.1M revenue, up 11.4% YoY, but missed guidance and billings estimates, causing an 8% stock drop. Snowflake (SNOW) reported $1.55B revenue, up 35.1% YoY, beating expectations and adding 49 enterprise customers, leading to an 8.3% stock increase. The market has shifted focus from AI to geopolitics and back to fundamentals.