CVLT, US2041661024

Commvault Systems stock gained 1.70 percent after AWS recognition

Published on 10/04/2026 at 22:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Commvault Systems stock reported Q1 fiscal 2027 revenue of USD 314.13 million and subscription ARR of USD 1.054 billion. Analysts set a USD 152.6250 average target.

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Commvault Systems stock gained 1.70 percent to close at USD 150.28 on Nasdaq on October 2, 2026. The move followed Commvault's September 30 announcement that it had achieved AWS Data Competency for relational databases, a designation linked to data protection and recovery workloads on Amazon Web Services.

AWS expands the cloud narrative

According to PR Newswire on September 30, 2026, Commvault's AWS designation covers relational database workloads, including Amazon RDS and Amazon Aurora.

The announcement gives the company a concrete cloud channel at a time when customers are combining cyber recovery with analytics and artificial intelligence. Commvault said its AWS offerings support automated backups, point-in-time recovery and immutable storage, connecting the event to its broader resilience platform.

The market reaction came against a measurable operating base. Commvault reported Q1 fiscal 2027 revenue of USD 314.131 million for the period ended June 30, 2026, according to Commvault.

ARR growth leads the results

The same Q1 fiscal 2027 update showed subscription revenue of USD 267 million, up 16 percent from the prior year, while subscription annualized recurring revenue reached USD 1.054 billion, up 22 percent.

Commvault also reported USD 51 million of free cash flow for Q1 fiscal 2027, up 71 percent year over year. Subscription net dollar retention stood at 114 percent, indicating that existing subscription customers expanded their spending during the period.

The figures leave investors with two different signals: recurring revenue and cash generation are accelerating, while the valuation still depends on the company converting that growth into durable earnings. The finance data show a Q1 fiscal 2027 operating margin of 8 percent and net income of USD 21.139 million.

Analysts see limited upside

MarketBeat reported on September 13, 2026, that 21 ratings firms held a Moderate Buy consensus and an average 12-month price target of USD 152.6250 for Commvault. That target lies 1.56 percent above the October 2 close of USD 150.28.

The current quote also sits below the 52-week high of USD 182.83 and above the 52-week low of USD 71.75. At USD 6.2 billion, Commvault's market capitalization places the cloud resilience story in the mid-cap software segment rather than among the largest technology companies.

October earnings date is set

A company event listing identifies October 27, 2026 as the next earnings date for Commvault, with the date also reported by GetSignal. That report will give investors the next test of subscription growth, recurring revenue and cash flow after the AWS announcement.