Archived explainer. For the current picture see today's CVLT page.
COMMVAULT SYS INC (CVLT) is down -17.27% in the latest session. Our newswire has captured 10 stories on CVLT across 8 sources in the last 36 hours, with AI sentiment reading mixed (avg 57/100).
CVLT stock fell 17.27% to $123.51 on July 28, 2026, despite reporting strong first-quarter fiscal 2027 earnings and revenue that beat expectations. The stock opened at $149.26 and quickly declined throughout the session, reaching a low of $123.00 before closing near the session low. The sharp sell-off suggests investors may have taken profits after a recent rally or were unimpressed by the long-term outlook despite the company’s strong performance.
Commvault reported Q1 fiscal 2027 results that exceeded expectations, with non-GAAP EPS of $1.42, beating by $0.26, and revenue of $314.13 million, up $3.69 million from forecasts. The company reported record subscription revenue of $267 million, a 16% year-over-year increase, and subscription ARR of $1.054 billion, up 22% year-over-year. Free cash flow rose 71% year-over-year. The company also announced an expanded partnership with Microsoft and affirmed its full-year sales guidance of $1.300 billion to $1.310 billion. Despite these positive developments, the stock dropped sharply as investors assessed the valuation and forward-looking guidance.
The stock traded with unusually high volatility, opening near $149 and dropping to $123.00 by the close. Volume was 0.1 million shares, which is 0.1 times the 3-month daily average. The stock is currently trading within its 52-week range of $71.75 to $200.68 but has declined from its recent price of $149.71 to $149.46 over the past eight sessions. Recent insider transactions show 10 sales totaling $6.8 million in the last 90 days, with no insider purchases. Commvault’s fundamentals show a market cap of $5.9 billion, a P/E ratio of 94.6, and a beta of 0.79. The stock has a net margin of 6.0% and trailing 12-month revenue growth of 18.9%.
Commvault has no upcoming earnings date in the immediate future. Investors should monitor the company’s forward guidance and analyst coverage, particularly as Truist Securities and Oppenheimer have both raised their price targets to $182 and $175 respectively.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Not financial advice.
Commvault (NASDAQ:CVLT) beat first-quarter fiscal 2027 earnings and revenue expectations, reported record subscription growth and expanded its Microsoft partnership, although shares fell after investors assessed the company
2026-07-28. The following slide deck was published by Commvault Systems, Inc.
Commvault’s Q1 fiscal 2027 saw record subscription revenues, soaring SaaS growth, and a marked rise in free cash flow. Strong recurring revenues, a strategic Microsoft partnership, and robust profitability highlight a transition to an AI-enabled data and cyber resilience leader. Here’s what matters most, drawn from the company’s latest financials.
Why is CommVault stock sliding today?
Filed: 2026-07-28 AccNo: 0001169561-26-000020 Size: 1 MB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits
Commvault (CVLT) Q1 earnings beat: EPS $1.42, revenue +11%.
Subscription revenue 1 climbs +16% year over year to a record $267 million Subscription annualized recurring revenue (ARR) 1,2 reaches $1,054 million, up +22% year over year Free cash flow 3 increased +71% year over year to $51 million TINTON FALLS, N.J., July 28, 2026 /PRNewswire/ --...
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Earlier CVLT move explainers: 2026-07-29 · 2026-07-28