Compare Commvault Systems Inc (CVLT) vs NetApp Inc. (NTAP) Price & Performance

Commvault Systems (CVLT) trades at $135.27, up 1.43% today, with a bullish technical signal and strong earnings beats in recent quarters. The stock shows robust profitability with an 81.09% gross margin and 32.77% ROE, though valuation multiples like a P/E of 89.38 are elevated. Recent news highlights growth in SaaS revenue and new security integrations, such as the Threat Scan partnership with Google, driving positive analyst sentiment.

The outlook remains positive with a consensus price target of $172.40, implying 27% upside, supported by subscription growth and cash flow improvements. Risks include high valuation sensitivity, competitive pressures in data security, and fiduciary duty investigations noted in recent legal alerts, which could impact investor confidence near-term.

NetApp (NTAP) trades at $189.52, down 1.02% on the day, with a bullish technical outlook supported by moving averages and strong support at $186. The company reported Q1 2026 EPS of $2.43, beating estimates, and maintains robust profitability with an 18.43% net margin. Recent acquisitions of JetStream Software and DataPelago aim to enhance AI infrastructure capabilities, driving positive sentiment amid rising cloud demand.

Outlook remains favorable with consistent earnings beats and strategic AI investments, but risks include high valuation multiples (P/E 29.85) and competitive pressures. Analysts show mixed sentiment with a $170.73 consensus target, suggesting cautious optimism. Institutional holdings reflect confidence, though debt levels have risen to 29.89% of assets, warranting monitoring.