Company Performance - Commvault Systems (CVLT) experienced a decline of 1.03% in the latest trading session, closing at $172.53, underperforming the S&P 500 which fell by 0.11% [1] - Over the past month, Commvault's shares have decreased by 6.77%, contrasting with the Computer and Technology sector's increase of 8.76% and the S&P 500's gain of 5.17% [1] Upcoming Earnings - The upcoming earnings release is anticipated to show earnings of $0.97 per share, reflecting a year-over-year growth of 14.12% [2] - The consensus estimate for quarterly revenue is projected at $268.63 million, which indicates a year-over-year increase of 19.57% [2] Annual Estimates - For the annual period, earnings are expected to be $4.13 per share, with revenue projected at $1.13 billion, representing increases of 13.15% and 13.97% respectively from the previous year [3] Analyst Forecasts - Recent revisions to analyst forecasts for Commvault Systems are crucial as they often reflect changes in short-term business dynamics, with positive revisions indicating analysts' confidence in the company's performance [4] Zacks Rank and Valuation - The Zacks Rank system currently rates Commvault Systems at 3 (Hold), with a recent upward shift of 1.03% in the consensus EPS estimate [6] - Commvault has a Forward P/E ratio of 42.23, which is a premium compared to the industry average Forward P/E of 26.66 [7] Industry Context - The Computer - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 38, placing it in the top 16% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Company Overview - Commvault (NASDAQ: CVLT) is recognized as the gold standard in cyber resilience, serving over 100,000 organizations to ensure data safety and business continuity [3] - The company provides a unique cyber resilience platform that integrates top-tier data security and rapid recovery capabilities at an enterprise scale, applicable across any workload and location, while maintaining the lowest total cost of ownership (TCO) [3] Upcoming Events - Commvault will host a webcast to discuss its first quarter fiscal year 2026 earnings results on July 29, 2025, starting at 8:30 a.m. EST [1] - Investors can access the live webcast through the company's investor relations website or by dialing into a conference call with specific toll-free and international numbers [2]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Commvault Systems (CVLT) identified as a strong candidate due to its favorable growth metrics and Zacks Rank [2][9]. Group 1: Earnings Growth - Commvault has a historical EPS growth rate of 32.1%, with projected EPS growth of 13.1% for the current year, surpassing the industry average of 11.9% [4][3]. Group 2: Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 45.4%, significantly higher than the industry average of 9.4% [5]. - Over the past 3-5 years, Commvault's annualized cash flow growth rate has been 19.8%, compared to the industry average of 10.5% [6]. Group 3: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Commvault, with the Zacks Consensus Estimate for the current year increasing by 1% over the past month [7]. Group 4: Overall Assessment - Commvault has achieved a Zacks Rank of 1 (Strong Buy) and a Growth Score of A, indicating its potential as an outperformer and a solid choice for growth investors [9].

Group 1 - Commvault Systems (CVLT) stock increased by 1% to $172.16, outperforming the S&P 500's daily gain of 0.96% [1] - The stock has decreased by 2.28% over the past month, underperforming the Computer and Technology sector's gain of 2.53% and the S&P 500's gain of 0.5% [1] Group 2 - The upcoming earnings report is expected to show an EPS of $0.97, a 14.12% increase year-over-year, and revenue of $268.63 million, reflecting a 19.57% rise from the same quarter last year [2] - Full-year Zacks Consensus Estimates predict earnings of $4.13 per share and revenue of $1.13 billion, indicating year-over-year changes of +13.15% and +13.97% respectively [3] Group 3 - Recent estimate revisions are correlated with near-term share price momentum, and positive revisions indicate optimism about the business outlook [4][3] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a history of outperforming, with 1 stocks returning an average annual gain of +25% since 1988 [5] Group 4 - Commvault Systems has a current Forward P/E ratio of 41.29, which is a premium compared to the industry average of 25.16 [6] - The Computer - Software industry ranks in the top 18% of all industries, with a current Zacks Industry Rank of 43 [6][7]

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Core Insights - Commvault will showcase its cyber resilience and data protection solutions at AWS re:Inforce from June 16-18, 2025, in Philadelphia [1][2] Company Highlights - Commvault is a leading provider of cyber resilience solutions, helping over 100,000 organizations maintain data safety and business continuity [6] - The company offers a comprehensive cyber resilience platform that integrates data security and rapid recovery across various workloads, emphasizing low total cost of ownership (TCO) [6] Event Participation - Commvault will exhibit at booth 631, providing product demonstrations of its Cloud platform and discussing the benefits of its solutions for early threat detection, accelerated response, and fast recovery of clean data [2][3] - A speaking session featuring Commvault CSO Bill O'Connell is scheduled for June 17 at 3:00 pm, focusing on current cybersecurity challenges and best practices for AWS customers [3] - Commvault CTO Brian Brockway will present on June 17 at 12:00 pm at booth 1322, discussing the integration of Commvault Cloud with Wiz and its impact on cyber resiliency and recovery [4] Product Offerings - Commvault's solutions include Cleanroom Recovery for testing cyber recovery plans, Clumio Backtrack for rapid recovery of datasets in Amazon S3, Cloud Rewind for restoring clean data, Air Gap Protect for immutable data storage, and Threat Scan for active threat monitoring [6]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying the right ones involves significant risk and volatility [1] Group 1: Commvault Systems Overview - Commvault Systems (CVLT) is currently highlighted as a recommended growth stock by the Zacks Growth Style Score system, which evaluates a company's growth prospects beyond traditional metrics [2] - The stock has a favorable Growth Score and a top Zacks Rank, indicating strong potential for performance [2][10] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive [4] - Commvault's historical EPS growth rate stands at 32.1%, with projected EPS growth of 13.1% this year, surpassing the industry average of 12.4% [5] Group 3: Cash Flow Growth - High cash flow growth is essential for growth-oriented companies, allowing them to fund new projects without relying on external financing [6] - Commvault's year-over-year cash flow growth is 45.4%, significantly higher than the industry average of 9.9% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 19.8%, compared to the industry average of 10.5% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements [8] - Commvault's current-year earnings estimates have been revised upward, with the Zacks Consensus Estimate increasing by 1% over the past month [8] Group 5: Conclusion - Commvault's combination of strong earnings estimate revisions and a Growth Score of A positions it as a potential outperformer and a solid choice for growth investors [10]

Core Insights - Commvault is showcasing its cyber resilience and data protection solutions at Pure//Accelerate 2025 in Las Vegas from June 17-19, 2025 [1] - The partnership between Commvault and Pure Storage focuses on enhancing cyber readiness and resilience, particularly for financial organizations facing compliance challenges [2] - Commvault's speaking session titled "The Future Belongs to the Resilient" will take place on June 18 at 1:30 p.m., discussing co-engineered solutions with Pure Storage [3] Company Overview - Commvault is recognized as a leader in cyber resilience, serving over 100,000 organizations and providing a comprehensive platform for data security and rapid recovery across various workloads [4] - The company emphasizes its ability to address challenges such as ransomware, compliance demands, and hybrid complexity, transforming them into a foundation of confidence for organizations [5] - Commvault's integrated solutions aim to enable organizations to achieve data recovery in minutes, enhancing overall operational confidence [5]

Core Viewpoint - Commvault Systems (CVLT) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook driven by an upward trend in earnings estimates [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the importance of changing earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Rising earnings estimates for Commvault suggest an improvement in the company's underlying business, which could lead to higher stock prices as investors respond positively [5][10]. Recent Earnings Estimate Revisions - For the fiscal year ending March 2026, Commvault is expected to earn $4.11 per share, reflecting a 12.6% increase from the previous year [8]. - Over the past three months, the Zacks Consensus Estimate for Commvault has increased by 7.6%, indicating a positive trend in earnings expectations [8]. Zacks Rank System Overview - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with only the top 5% receiving a 'Strong Buy' rating [7][9]. - The upgrade of Commvault to a Zacks Rank 1 positions it among the top 5% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10].

Core Insights - Commvault enhances its post-quantum cryptography (PQC) capabilities to protect sensitive long-term data against emerging quantum threats [1][3][4] - The urgency for organizations to adopt quantum-resistant encryption is emphasized due to the rapid advancements in quantum computing [2][5][6] Company Developments - Commvault has supported quantum-resistant encryption standards since August 2024, including CRYSTALS-Kyber, CRYSTALS-Dilithium, SPHINCS+, and FALCON, and has now added support for Hamming Quasi-Cyclic (HQC) [3][4] - The company’s crypto-agility framework allows customers to adapt to evolving threats without overhauling existing systems [3][4] - Commvault's post-quantum cryptography capabilities are available to all customers using software version CPR 2024 (11.36) and later [8] Industry Context - 63% of technology and cybersecurity professionals believe quantum computing will increase cybersecurity risks, and 50% foresee regulatory challenges [2] - The need for organizations, especially in finance and healthcare, to prepare for quantum threats is highlighted as data sensitivity persists over decades [4][6] - Commvault's leadership in adopting quantum-resistant cryptography positions it favorably among data protection vendors [6]