Veeva Systems Inc.

Veeva Systems Inc.

VEEVยทNYSE

$178.66

-2.3%
HealthcareMedical - Healthcare Information Services

Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America. The company offers Veeva Commercial Cloud, a suite of software, data, and analytics solutions, which include Veeva customer relationship management (CRM) and Veeva Medical CRM, Veeva CLM, Veeva CRM MyInsights, Veeva CLM, Veeva CRM Approved Email, Veeva CRM Engage, Veeva Align, Veeva CRM Events Management, Veeva Nitro, Veeva OpenData, Veeva Link, Veeva Network, Veeva Crossix, Veeva Data Cloud, and MyVeeva for Patients; and Veeva Vault, a cloud-based enterprise content and data management applications for managing commercial functions, including sales and marketing, and medical content and communications, as well as research and development functions, such as clinical, regulatory, quality, and safety. It also provides professional and support services in the areas of implementation and deployment planning and project management; requirements analysis, solution design, and configuration; systems environment management and deployment services; services focused on advancing or transforming business and operating processes related to Veeva solutions; technical consulting services related to data migration and systems integrations; training on its solutions; and ongoing managed services that include outsourced systems administration. The company was formerly known as Verticals onDemand, Inc. and changed its name to Veeva Systems Inc. in April 2009. Veeva Systems Inc. was incorporated in 2007 and is headquartered in Pleasanton, California.

At a Glance

Live Snapshot
Market Cap$29.16B
EPS5.5500
P/E Ratio32.19
Earnings Date06/03/2026
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Veeva Systems Inc. Street Expectations Map

VEEV ยท NYSE

Wall Street analysts project that VEEV stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 254.60, with estimates ranging from a low of 205.00 to a high of 295.00.

Lowest Target
205.00
14.74%
Consensus Target
254.60
42.51%
Highest Target
295.00
65.12%

The consensus 1-year price target stands at 254.60, with estimates ranging from a low of 205.00 to a high of 295.00.

Analyst Consensus Analysis

Upside Potential

+42.5%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

35.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Veeva Systems Inc. Forward Estimates of Revenue

VEEV ยท NYSE
Latest Revenue
3.20B
FY 2026
Avg Estimate
3.60B
FY 2027
Estimate Range
3.56B - 3.61B
Analyst Spread

Forward Growth Analysis

Projected Growth+12.6%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage21 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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Veeva Systems Inc. Forward Estimates of Net Income

VEEV ยท NYSE
Latest Net Income
908.91M
FY 2026
Avg Estimate
1.48B
FY 2027
Estimate Range
1.46B - 1.50B
Analyst Spread

Forward Growth Analysis

Projected Growth+62.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage21 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Veeva Systems Inc. Forward Estimates of EPS

VEEV ยท NYSE
Latest EPS
5.55
FY 2026
Avg Estimate
$8.86
FY 2027
Estimate Range
$8.75 - $8.96
Analyst Spread

Forward Growth Analysis

Projected Growth+59.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Veeva Systems Inc. Forward Estimates of EBIT

VEEV ยท NYSE
Latest EBIT
916.37M
FY 2026
Avg Estimate
868.36M
FY 2027
Estimate Range
858.89M - 870.78M
Analyst Spread

Forward Growth Analysis

Projected Growth-5.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage21 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Veeva Systems Inc. Forward Estimates of EBITDA

VEEV ยท NYSE
Latest EBITDA
916.37M
FY 2026
Avg Estimate
909.02M
FY 2027
Estimate Range
899.11M - 911.56M
Analyst Spread

Forward Growth Analysis

Projected Growth-0.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage21 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Veeva Systems Inc. Forward Estimates of SG&A Expense

VEEV ยท NYSE
Latest SG&A Expense
729.54M
FY 2026
Avg Estimate
897.13M
FY 2027
Estimate Range
887.35M - 899.63M
Analyst Spread

Forward Growth Analysis

Projected Growth+23.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage21 Analysts

Extensive analyst coverage provides high-quality consensus estimates and market transparency.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Veeva Systems Inc. Insider Positioning

VEEV ยท NYSE

During the last 12 months, insiders have sold $5.67M worth of VEEV shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

1.5K

231.85K

Net Activity

-232K

-$232K

3-6 Months

Bought

0

0.00

Sold

2.0K

431.43K

Net Activity

-431K

-$431K

6-9 Months

Bought

0

0.00

Sold

15.3K

4.61M

Net Activity

-4.6M

-$4.61M

9-12 Months

Bought

0

0.00

Sold

1.4K

394.21K

Net Activity

-394K

-$394K

Top Buyers

No buying activity

Top Sellers

1
FJ

Faddis Jonathan

Officer: Svp, Gen. Counsel, Secretary

6.6K sharesโ€ข3 transactions

$1.98M

2
ZEN

Zuppas Eleni Nitsa

Officer: President & Chief Of Staff

6.0K sharesโ€ข1 transactions

$1.84M

3
STD

Schwenger Thomas D.

Officer: Pres. & Chief Customer Officer

5.3K sharesโ€ข3 transactions

$1.44M

4
HP

Hung Priscilla

Director

1.8K sharesโ€ข4 transactions

$329K

5
CTS

Cabral Timothy S

Director

315 sharesโ€ข1 transactions

$91K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $5.67M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$232K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.