CommVault Systems vs CGI: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

CommVault Systems Inc (CVLT)

Q3 20261 Jul – 4 Sep 2026

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Commvault's legal woes deepen as Azure and security integrations expand

Securities fraud lawsuit expands The class action now covers alleged fraud from January 2025, accusing Commvault of hiding competitive pressures that forced price and contract concessions. The July 17 lead plaintiff deadline kept legal risk in focus.
This is a new development in the ongoing legal saga that weighs on the stock.
Weak guidance and billings miss Despite beating revenue and earnings estimates, Commvault's weak guidance and a billings miss raised concerns about future growth, contributing to the stock's turbulence.
This is a new negative factor that emerged this quarter, affecting investor sentiment.
Expanded Microsoft Azure partnership Commvault tripled Azure Cloud Rewind coverage and signed a multi-year deal to sell resilience tools as a native Azure service, potentially opening new sales channels and boosting adoption.
This is a new positive development that could drive future revenue growth.
New security integrations Commvault announced integrations with Google Threat Intelligence and CrowdStrike's SOAR platform, enhancing its cyber resilience offerings and expanding its ecosystem partnerships.
These new integrations could strengthen Commvault's product appeal and competitive position.

August 202614 Jul – 4 Sep 2026

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Commvault's weak ARR and soft guidance overshadow product wins

Class action lawsuit over ARR miss A securities class action was filed after Commvault missed its annual recurring revenue guidance, leading to a 31% stock drop. The lawsuit adds legal uncertainty and could keep investors cautious, weighing on the stock.
This is a new legal risk that directly affects investor confidence and the stock price.
Weak guidance and billings miss Commvault beat revenue and earnings estimates but issued weak guidance and missed annual recurring revenue and billings expectations. The stock fell sharply as investors worried about slower future growth.
This is the main reason the stock dropped this period and signals potential headwinds.
New product integrations with Google and CrowdStrike Commvault integrated its threat scanning with Google Threat Intelligence and its cyber recovery with CrowdStrike's SOAR platform. These partnerships expand its product reach and could drive future demand.
These are new product developments that could support long-term growth and investor sentiment.
Expanded Microsoft Azure partnership Commvault tripled its Azure Cloud Rewind coverage and signed a multi-year deal to sell its resilience tools as a native Azure service. This deepens its Microsoft partnership and opens a new sales channel.
This is a new strategic partnership that could boost future revenue and market position.

Latest14 Jul – 4 Sep 2026

▲2▼2

Commvault's weak ARR and soft guidance overshadow product wins

Class action lawsuit over ARR miss A securities class action was filed after Commvault missed its annual recurring revenue guidance, leading to a 31% stock drop. The lawsuit adds legal uncertainty and could keep investors cautious, weighing on the stock.
This is a new legal risk that directly affects investor confidence and the stock price.
Weak guidance and billings miss Commvault beat revenue and earnings estimates but issued weak guidance and missed annual recurring revenue and billings expectations. The stock fell sharply as investors worried about slower future growth.
This is the main reason the stock dropped this period and signals potential headwinds.
New product integrations with Google and CrowdStrike Commvault integrated its threat scanning with Google Threat Intelligence and its cyber recovery with CrowdStrike's SOAR platform. These partnerships expand its product reach and could drive future demand.
These are new product developments that could support long-term growth and investor sentiment.
Expanded Microsoft Azure partnership Commvault tripled its Azure Cloud Rewind coverage and signed a multi-year deal to sell its resilience tools as a native Azure service. This deepens its Microsoft partnership and opens a new sales channel.
This is a new strategic partnership that could boost future revenue and market position.

July 20261 Jul – 10 Jul 2026

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Legal overhang deepens as lawsuits expand and deadline nears

Securities class action expands to earlier period A new lawsuit broadens the alleged fraud period back to January 2025, claiming Commvault hid competitive pressure that forced price and contract concessions. This raises potential legal costs and keeps uncertainty high, weighing on the stock.
This is a new legal development that increases the company's risk profile.
Lead plaintiff deadline on July 17 approaches Multiple law firms remind investors of the July 17 deadline to seek lead plaintiff status in the securities fraud case. The looming deadline keeps the lawsuit in focus and may pressure the stock as investors weigh potential payouts.
The deadline is a new event that could trigger more attention and selling.

1 Jul – 10 Jul 2026

▼2

Legal overhang deepens as lawsuits expand and deadline nears

Securities class action expands to earlier period A new lawsuit broadens the alleged fraud period back to January 2025, claiming Commvault hid competitive pressure that forced price and contract concessions. This raises potential legal costs and keeps uncertainty high, weighing on the stock.
This is a new legal development that increases the company's risk profile.
Lead plaintiff deadline on July 17 approaches Multiple law firms remind investors of the July 17 deadline to seek lead plaintiff status in the securities fraud case. The looming deadline keeps the lawsuit in focus and may pressure the stock as investors weigh potential payouts.
The deadline is a new event that could trigger more attention and selling.

Q2 202617 Jun – 26 Jun 2026

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Commvault's cloud growth and Microsoft deal offset legal and insider-selling drag

Securities fraud lawsuit deadline looms Investors have until July 17 to seek lead plaintiff in a class action alleging Commvault misled them about recurring revenue growth. The suit stems from a January earnings miss that caused a 31% one-day stock drop. Ongoing legal risk and potential payouts weigh on the stock.
This is a new legal development that adds uncertainty and could pressure the stock.
Executives sold $9.4 million in stock Commvault's CEO, CFO, and chief accounting officer sold over $9.4 million in shares between February and May 2026, after a 31% price collapse. Insider selling can signal executives see limited upside or want to lock in gains, which may worry investors.
This is a new event that could undermine investor confidence and push the stock down.
Microsoft partnership makes Commvault a native Azure service Commvault's AI and cyber-resilience tools will be offered directly on Microsoft Azure, giving it access to Microsoft's huge enterprise customer base. The deal includes joint selling and is expected to boost adoption and recurring revenue, a clear positive for future growth.
This is a new strategic partnership that expands Commvault's market reach and demand.
SaaS and recurring revenue growth remains strong Commvault's SaaS revenue jumped 43% last quarter and 52% for the year, with total recurring revenue up 21% to $1.12 billion. Demand for cyber resilience is driving this shift to higher-visibility subscription revenue, though perpetual licenses are declining.
This shows the underlying business momentum that supports the stock despite legal issues.

June 202617 Jun – 26 Jun 2026

▲2▼2

Commvault's cloud growth and Microsoft deal offset legal and insider-selling drag

Securities fraud lawsuit deadline looms Investors have until July 17 to seek lead plaintiff in a class action alleging Commvault misled them about recurring revenue growth. The suit stems from a January earnings miss that caused a 31% one-day stock drop. Ongoing legal risk and potential payouts weigh on the stock.
This is a new legal development that adds uncertainty and could pressure the stock.
Executives sold $9.4 million in stock Commvault's CEO, CFO, and chief accounting officer sold over $9.4 million in shares between February and May 2026, after a 31% price collapse. Insider selling can signal executives see limited upside or want to lock in gains, which may worry investors.
This is a new event that could undermine investor confidence and push the stock down.
Microsoft partnership makes Commvault a native Azure service Commvault's AI and cyber-resilience tools will be offered directly on Microsoft Azure, giving it access to Microsoft's huge enterprise customer base. The deal includes joint selling and is expected to boost adoption and recurring revenue, a clear positive for future growth.
This is a new strategic partnership that expands Commvault's market reach and demand.
SaaS and recurring revenue growth remains strong Commvault's SaaS revenue jumped 43% last quarter and 52% for the year, with total recurring revenue up 21% to $1.12 billion. Demand for cyber resilience is driving this shift to higher-visibility subscription revenue, though perpetual licenses are declining.
This shows the underlying business momentum that supports the stock despite legal issues.

17 Jun – 26 Jun 2026

▲2▼2

Commvault's cloud growth and Microsoft deal offset legal and insider-selling drag

Securities fraud lawsuit deadline looms Investors have until July 17 to seek lead plaintiff in a class action alleging Commvault misled them about recurring revenue growth. The suit stems from a January earnings miss that caused a 31% one-day stock drop. Ongoing legal risk and potential payouts weigh on the stock.
This is a new legal development that adds uncertainty and could pressure the stock.
Executives sold $9.4 million in stock Commvault's CEO, CFO, and chief accounting officer sold over $9.4 million in shares between February and May 2026, after a 31% price collapse. Insider selling can signal executives see limited upside or want to lock in gains, which may worry investors.
This is a new event that could undermine investor confidence and push the stock down.
Microsoft partnership makes Commvault a native Azure service Commvault's AI and cyber-resilience tools will be offered directly on Microsoft Azure, giving it access to Microsoft's huge enterprise customer base. The deal includes joint selling and is expected to boost adoption and recurring revenue, a clear positive for future growth.
This is a new strategic partnership that expands Commvault's market reach and demand.
SaaS and recurring revenue growth remains strong Commvault's SaaS revenue jumped 43% last quarter and 52% for the year, with total recurring revenue up 21% to $1.12 billion. Demand for cyber resilience is driving this shift to higher-visibility subscription revenue, though perpetual licenses are declining.
This shows the underlying business momentum that supports the stock despite legal issues.

CGI Inc (GIB)

Q2 202617 Jun – 8 Jul 2026

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CGI expands AI and cloud offerings through new products and partnerships

New AI-powered IT modernization offering for federal agencies CGI Federal launched an AI tool that helps government agencies modernize old computer systems faster. This new product could win more contracts and grow revenue, pushing GIB's price up.
This is a new product that directly expands CGI's addressable market and revenue potential.
CGI research shows AI adoption outpacing enterprise readiness CGI's study finds companies want AI but lack strategy and talent. This creates demand for CGI's consulting, but cost pressures and talent shortages could limit how fast clients adopt, making the net effect uncertain.
It highlights both a demand opportunity and execution risks that could affect CGI's growth.
CGI and NetApp deepen alliance for hybrid cloud and AI CGI expanded its partnership with NetApp to offer better cloud storage and AI services. This should attract more clients and increase demand for CGI's managed services, supporting the stock.
The partnership strengthens CGI's service offerings and could drive revenue growth.
CGI's Insula platform supports ESA's AI-driven Earth observation mission CGI's technology is used in a European Space Agency mission, showcasing its AI and data capabilities. This enhances CGI's reputation and could lead to more public-sector contracts, boosting the stock.
It demonstrates CGI's technological leadership and opens doors to new contracts.

June 202617 Jun – 8 Jul 2026

▲3

CGI expands AI and cloud offerings through new products and partnerships

New AI-powered IT modernization offering for federal agencies CGI Federal launched an AI tool that helps government agencies modernize old computer systems faster. This new product could win more contracts and grow revenue, pushing GIB's price up.
This is a new product that directly expands CGI's addressable market and revenue potential.
CGI research shows AI adoption outpacing enterprise readiness CGI's study finds companies want AI but lack strategy and talent. This creates demand for CGI's consulting, but cost pressures and talent shortages could limit how fast clients adopt, making the net effect uncertain.
It highlights both a demand opportunity and execution risks that could affect CGI's growth.
CGI and NetApp deepen alliance for hybrid cloud and AI CGI expanded its partnership with NetApp to offer better cloud storage and AI services. This should attract more clients and increase demand for CGI's managed services, supporting the stock.
The partnership strengthens CGI's service offerings and could drive revenue growth.
CGI's Insula platform supports ESA's AI-driven Earth observation mission CGI's technology is used in a European Space Agency mission, showcasing its AI and data capabilities. This enhances CGI's reputation and could lead to more public-sector contracts, boosting the stock.
It demonstrates CGI's technological leadership and opens doors to new contracts.

Latest17 Jun – 8 Jul 2026

▲3

CGI expands AI and cloud offerings through new products and partnerships

New AI-powered IT modernization offering for federal agencies CGI Federal launched an AI tool that helps government agencies modernize old computer systems faster. This new product could win more contracts and grow revenue, pushing GIB's price up.
This is a new product that directly expands CGI's addressable market and revenue potential.
CGI research shows AI adoption outpacing enterprise readiness CGI's study finds companies want AI but lack strategy and talent. This creates demand for CGI's consulting, but cost pressures and talent shortages could limit how fast clients adopt, making the net effect uncertain.
It highlights both a demand opportunity and execution risks that could affect CGI's growth.
CGI and NetApp deepen alliance for hybrid cloud and AI CGI expanded its partnership with NetApp to offer better cloud storage and AI services. This should attract more clients and increase demand for CGI's managed services, supporting the stock.
The partnership strengthens CGI's service offerings and could drive revenue growth.
CGI's Insula platform supports ESA's AI-driven Earth observation mission CGI's technology is used in a European Space Agency mission, showcasing its AI and data capabilities. This enhances CGI's reputation and could lead to more public-sector contracts, boosting the stock.
It demonstrates CGI's technological leadership and opens doors to new contracts.