Core Insights - Commvault has announced an expanded integration with Microsoft Security to enhance cyber resilience operations by connecting threat detection with trusted recovery [1][4] - The integration utilizes Microsoft Sentinel and Microsoft Security Copilot to streamline resilience operations and provide real-time data insights for faster threat validation and data restoration [1][2] Integration Details - The new integration allows for coordinated workflows between security and recovery teams, with security alerts from Commvault Cloud being ingested into Microsoft Sentinel for enhanced incident analysis [2] - Insights gained from this integration will enable automated, policy-based recovery workflows, thereby accelerating clean recovery processes [2][3] Strategic Importance - Commvault emphasizes that this integration is a blueprint for future resilience operations, addressing the need for unified and automated workflows in the face of evolving cyber threats [4] - The collaboration aims to reduce the time between threat detection and recovery, enhancing collaboration between IT and security teams [4] Product Features - The updated Microsoft Sentinel connector streams alerts related to malware detections and backup anomalies in real time, providing visibility into backup-related risks [7] - Commvault's Investigation Agent in Microsoft Security Copilot autonomously analyzes suspicious activities and correlates insights with broader Microsoft security signals to streamline recovery processes [7] Availability - The updated Microsoft Sentinel connector and Investigation Agent are currently in early access, with general availability expected in the summer of 2026 [4]

The CISO of the Year Award recognizes leaders who are transforming cybersecurity into a driver of trust, operational strength, and long-term resilience. They embrace critical practices and emerging disciplines, including Resilience Operations (ResOps), which is rapidly becoming a core discipline for modern enterprise security. ResOps unites operations, security, and infrastructure teams around critical services, resilient design, and continuous validation, helping organizations better withstand disruption, ...

On February 17, 2026, Cinctive Capital Management LP disclosed a new position in Commvault Systems (NASDAQ:CVLT), acquiring 157,815 shares in a transaction estimated at $19.78 million based on quarterly average pricing. What happened According to a February 17, 2026, SEC filing, Cinctive Capital Management reported a new position in Commvault Systems (NASDAQ:CVLT), acquiring 157,815 shares. The quarter-end value of the position stood at $19.78 million. What else to know The new position in Commvault S ...

Commvault Systems Inc. (NASDAQ:CVLT) is one of the most promising stocks under $100 to buy. On March 5, Commvault and CloudSEK announced an integration to help enterprises defend against identity-based cyberattacks resulting from stolen or exposed credentials. By combining CloudSEK’s predictive threat intelligence with Commvault’s Active Directory protection offerings, the partnership aims to address a critical security gap where compromised credentials are involved in nearly 80% of all breaches. This co ...

Core Insights - Commvault is showcasing its capabilities in combating cyber threats, identity theft, and AI-driven risks at the RSAC 2026 Conference, emphasizing integrated and AI-enabled data security solutions [1][5] Group 1: Event Highlights - The RSAC 2026 Conference will take place from March 23-26 at San Francisco's Moscone Center, where Commvault will host the ResOps Rumble to address major threats like AI-powered anomalies and credential compromise [2][1] - Attendees will experience interactive demonstrations and product announcements that illustrate how organizations can effectively counter cyber threats and recover from attacks [3][1] Group 2: Speaking Engagements and Networking - A speaking session titled "When Attackers Swing at You: Recover Fast & Don't Tap Out with ResOps" will feature Commvault's Chief Security Officer and a former CISO, focusing on strategies for maintaining operations during cyberattacks [4][1] - Commvault will also participate in the RSA Public Sector Day, highlighting its data security and recovery solutions for government agencies [4][1] Group 3: Product and Partnership Announcements - Commvault is expanding its Identity Resilience portfolio, integrating with Okta and collaborating with CloudSEK to address identity threats, particularly exposed credentials on the dark web [6][8] - The company emphasizes its unified resilience platform, which combines data security, identity resilience, and cyber recovery, enabling organizations to safely adopt AI while mitigating associated risks [5][1]

Core Insights - Commvault has expanded its Identity Resilience portfolio to include support for Okta, addressing the rising threat of identity-driven cyberattacks and credential theft [1] - In 2024, 107 billion identity records were exposed globally, and 57% of cyberattacks began with a compromised identity, highlighting the urgency for enhanced identity protection [1] Company Developments - The new capability allows organizations to recover Okta environments from misconfigurations, operational disruptions, and identity-driven cyberattacks [1] - Commvault's solution offers automated protection and granular recovery of critical Okta objects, reducing downtime and operational risk [1] Industry Context - Identity systems are becoming the control plane for enterprises, making their resilience critical as organizations adopt hybrid cloud architectures and AI-driven automation [1] - The integration of Commvault's Identity Resilience capabilities with Okta is expected to enhance confidence in recovery from identity platform compromises or misconfigurations [1] Key Features - Unified identity resilience platform simplifies operations across hybrid identity environments [1] - Streamlined recovery process saves time and resources by restoring data and configurations through one integrated workflow [1] - Ransomware-resistant protection ensures backup data is stored in immutable, air-gapped storage [1] - Granular, point-in-time recovery allows precise restoration of only the affected objects and settings [1] - Automated, policy-driven protection helps organizations quickly restore access following disruptions [1] Availability - Commvault's identity resilience support for Okta is expected to be available in public Early Access in spring 2026, with general availability planned for summer 2026 [1]

Core Insights - Commvault has announced an integration with CloudSEK to enhance defenses against identity-based cyberattacks driven by exposed credentials [1] - The integration aims to address the growing threat of compromised credentials, with nearly 80% of breaches involving such vulnerabilities [1] - Over 24 billion stolen credentials are currently available on dark web marketplaces, highlighting the urgency for proactive risk management [1] Company Overview - Commvault is recognized as a leader in unified resilience at enterprise scale, focusing on data security, identity resilience, and cyber recovery [1] - CloudSEK specializes in predictive cyber threat intelligence, helping organizations forecast and disrupt potential attack paths [1] Integration Details - The integration combines CloudSEK's Dark Web Credential Intelligence with Commvault's Active Directory solutions, allowing for real-time identification of exposed accounts [1] - Customers can take immediate actions such as disabling or resetting compromised credentials to prevent escalation of attacks [1] - The integration will be available at no charge for customers using Commvault's Active Directory Vulnerability Assessments and Advanced Audit solutions [1] Market Context - The rise of AI-driven attack automation has significantly reduced the time between credential exposure and exploitation, necessitating early identification and remediation of risks [1] - The partnership between Commvault and CloudSEK is positioned as a critical step in bridging external intelligence with internal security actions [1] Event Participation - Commvault will showcase its identity resilience offerings at the RSAC Conference in San Francisco from March 23-26, 2026, emphasizing its commitment to unified cyber recovery and data security [1]

Core Viewpoint - Commvault Systems (CVLT) shows potential for significant upside, with a mean price target of $140.33 indicating a 58.4% increase from the current price of $88.58 [1] Price Targets - The average of 12 short-term price targets ranges from a low of $100.00 to a high of $185.00, with a standard deviation of $27.15, suggesting variability in analyst estimates [2] - The lowest estimate indicates a 12.9% increase, while the highest suggests a 108.9% upside [2] Analyst Consensus - Analysts are increasingly optimistic about CVLT's earnings prospects, as indicated by a trend of higher earnings estimate revisions [4][11] - Over the last 30 days, the Zacks Consensus Estimate for the current year has increased by 8.2%, with two estimates moving higher and no negative revisions [12] Zacks Rank - CVLT holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimates [13] Price Movement Implications - While the consensus price target may not be a reliable indicator of the extent of potential gains, it does suggest a positive direction for price movement [14]

Core Viewpoint - Commvault Systems, Inc. (NASDAQ:CVLT) is identified as one of the top beaten down software stocks with significant upside potential, with a median price target of $143, indicating a 64.59% upside from current levels [1]. Group 1: Analyst Ratings and Price Targets - CNN's analyst ratings compilation shows a median price target of $143 based on 15 analysts, reflecting a 64.59% upside from current levels [1]. - RBC Capital lowered its price target from $167 to $100 on January 27, while maintaining a Sector Perform rating, citing mixed results from the third-quarter report [2]. - The lowest Wall Street price target for Commvault is $100, which still offers a 14% upside from current levels [1]. Group 2: Investor Concerns and Company Outlook - Investors are primarily concerned about the outlook, net new annual recurring revenue, net retention rate, and broader implications, which RBC Capital describes as complex but not major problems [3]. - RBC Capital believes that steady performance is necessary for investor confidence to recover [3]. Group 3: Company Overview - Commvault Systems, Inc. offers a cyber resilience platform that recovers and protects data and cloud-native applications, including Operational Recovery, autonomous recovery, Cyber Recovery, and Commvault Cloud's Cleanroom Recovery [4]. - The company was founded in 1996 and is based in Tinton Falls, New Jersey [4].

Core Viewpoint - Pomerantz LLP is investigating potential securities fraud or unlawful business practices by Commvault Systems, Inc. and its officers or directors, following a significant decline in the company's stock price after disappointing financial results [1][3]. Financial Performance - Commvault reported a 40% growth in SaaS ARR, reaching $364 million for the third quarter of fiscal 2026, which is a notable deceleration from the 56% growth reported in the previous quarter [3]. - The company indicated that 60% of its deals closed in the last few weeks of the quarter, suggesting a last-minute surge in sales activity [3]. Stock Market Reaction - Following the announcement of its financial results, Commvault's stock price dropped by $40.23 per share, or 31.1%, closing at $89.13 per share on January 27, 2026 [4].