CVLT, US2041661024

Commvault adds Microsoft 365 tools: Mizuho targets Commvault Systems stock at USD 185

Published on 10/25/2026 at 02:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Subscription revenue reached USD 267 million in fiscal Q1 2027, up 16.00 percent year over year. Commvault Systems stock has USD 1.05 billion subscription ARR.

Security expansion and reporting date

Commvault announced Microsoft 365 security capabilities on October 15, 2026, for a platform serving more than 450 million paid commercial seats.
Subscription revenue reached USD 267 million in the fiscal first quarter of 2027, up 16.00 percent year over year.
Commvault's next earnings release is scheduled for October 27, 2026.

CVLT, US2041661024, Illustration mit AI erstellt.

Commvault Systems (US2041661024) announced Microsoft 365 security capabilities on October 15, 2026, for a platform serving more than 450 million paid commercial seats, according to MarketScreener. On the same date, Mizuho raised its target for Commvault Systems stock from USD 175.00 to USD 185.00 while maintaining an outperform rating, MarketBeat reported.

The product expansion gives Commvault a more direct security angle inside Microsoft 365 backup workflows. Threat Scan is designed to identify malware, ransomware and other indicators across protected Exchange, OneDrive, SharePoint and Teams data, while Data Posture 360 maps sensitive information and exposure risks. Both capabilities are planned as paid add-ons, with general availability targeted for early 2027, according to MarketScreener.

What changed across three dates?

On July 28, 2026, Commvault reported fiscal first-quarter revenue of USD 314.13 million and diluted earnings per share of USD 0.50, based on its investor-relations figures for the period ended June 30, 2026. On October 12, 2026, RBC raised its price target from USD 150.00 to USD 160.00 and kept a sector perform rating, according to MarketBeat. On October 15, 2026, Commvault announced the Microsoft 365 capabilities described above.

What matters before October 27?

Commvault's subscription metrics provide the clearest operating yardstick. Its investor-relations page lists USD 267 million of subscription revenue, up 16.00 percent year over year, USD 1.05 billion of subscription annual recurring revenue, up 22.00 percent, and USD 424 million of software-as-a-service annual recurring revenue, up 38.00 percent, for the fiscal first quarter of 2027. Those figures give the October 27 results a defined test: management's fiscal 2027 subscription annual recurring revenue guidance is USD 1.20 billion to USD 1.21 billion, while the new Microsoft 365 add-ons are aimed at increasing the value of existing customer deployments.

Next reporting date

Commvault's next earnings release and conference call are scheduled for October 27, 2026, at 8:30 a.m. EDT, according to the company's investor-relations calendar. The update should show whether the subscription annual recurring revenue trajectory remains aligned with the USD 1.20 billion to USD 1.21 billion fiscal 2027 range.

Operating scale and valuation context

Commvault is listed on Nasdaq under CVLT and operates in application software. Its market capitalization was USD 7.0 billion as of October 23, 2026, while the 52-week range was USD 71.75 to USD 175.03. The stock's operating story therefore rests on converting cloud security expansion into recurring revenue growth rather than relying only on new customer wins.

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