{"id":268581,"date":"2026-06-09T14:26:00","date_gmt":"2026-06-09T18:26:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/06\/09\/is-now-the-right-time-to-buy-the-commvault-dip\/"},"modified":"2026-06-09T14:35:14","modified_gmt":"2026-06-09T18:35:14","slug":"is-now-the-right-time-to-buy-the-commvault-dip","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/06\/09\/is-now-the-right-time-to-buy-the-commvault-dip\/","title":{"rendered":"Is Now the Right Time to Buy the Commvault Dip?"},"content":{"rendered":"

Is Now the Right Time to Buy the Commvault Dip?<\/a><\/p>\n

https:\/\/www.fool.com\/investing\/2026\/06\/09\/is-now-the-right-time-to-buy-the-commvault-dip\/<\/a><\/p>\n

Publish Date: 2026-06-09 14:26:00<\/a><\/p>\n

Source Domain: www.fool.com<\/a><\/p>\n

When most people think of cybersecurity stocks, they think of the big names like CrowdStrike<\/strong> (CRWD 2.37%<\/span>)<\/span> and Palo Alto Networks<\/strong> (PANW 2.74%<\/span>)<\/span>. Smaller players like Commvault<\/strong> (CVLT 0.77%<\/span>)<\/span> don’t receive as much attention, but based on its recent results, it warrants a closer look.<\/p>\n

Image source: Getty Images.<\/p>\n

Commvault continues to build on its annual recurring revenue<\/h2>\n

In its fiscal 2026 fourth quarter, which ended March 31, Commvault reported $1.11 billion in annual recurring revenue (ARR), which was up by 21% year over year. Weighed against its $5 billion market cap, the company is valued at less than 5 times ARR. <\/p>\n

\"Commvault<\/p>\n

Today’s Change<\/p>\n

(-0.77%) $-0.94<\/p>\n

Current Price<\/p>\n

$121.15<\/p>\n

Key Data Points<\/h3>\n

Market Cap<\/p>\n

$5.0B<\/p>\n

Day’s Range<\/p>\n

$117.22 – $124.62<\/p>\n

52wk Range<\/p>\n

$71.75 – $200.68<\/p>\n

Volume<\/p>\n

443.6K<\/p>\n

Avg Vol<\/p>\n

969.7K<\/p>\n

Gross Margin<\/p>\n

80.28%<\/p>\n

Meanwhile, CrowdStrike reported $5.51 billion in annual recurring revenue in its fiscal 2027 Q1, which ended April 30. Relative to its $170 billion market cap, that gives CrowdStrike a much higher valuation of over 30 times ARR — even though both companies have similar growth rates. <\/p>\n

Commvault is expecting its strong growth to carry over into its fiscal 2027. The cybersecurity company reported $1.18 billion in fiscal 2026 revenue and projects about $1.3 billion in fiscal 2027 revenue at the midpoint, which would be a 10% year-over-year improvement.<\/p>\n

The company has a good history of beating its guidance, and the tailwinds from growing cybersecurity’s role in the AI build-out can further support that trend. Commvault even beat revenue and EPS expectations for its fiscal 2026 Q4. <\/p>\n

The drop looks extremely overdone<\/h2>\n

Although Commvault has solid fundamentals, its stock is down by almost 40% over the past year. It also lost about 40% of its value from January through early April this year, but it has recovered almost all of its year-to-date losses.<\/p>\n

The combination of soft guidance for its fiscal Q3 2026 and its previously high valuation triggered a steep drop in the stock price. Now…<\/p>\n

Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Is Now the Right Time to Buy the Commvault Dip? https:\/\/www.fool.com\/investing\/2026\/06\/09\/is-now-the-right-time-to-buy-the-commvault-dip\/ Publish Date: 2026-06-09 14:26:00…<\/p>\n","protected":false},"author":1,"featured_media":268582,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/g.foolcdn.com\/image\/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F873385%2Fcybersecurity-getty-6217-1201x851-0d9976b.jpg&w=1200&op=resize","fifu_image_alt":"","footnotes":""},"categories":[15],"tags":[20],"class_list":["post-268581","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cybersecurity","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/268581"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=268581"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/268581\/revisions"}],"predecessor-version":[{"id":268583,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/268581\/revisions\/268583"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/268582"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=268581"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=268581"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=268581"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}