Veeva QMS BioDlink Win Highlights Valuation Gap In Veeva Systems
Veeva Systems (NYSE:VEEV) recently announced that BioDlink successfully implemented Veeva QMS, a cloud-based quality management platform, highlighting Veeva's role in digital quality for life sciences. Despite this client win, Veeva's stock has seen a significant decline, trading about 43% below analyst targets and 32.1% below Simply Wall St's fair value estimate. This performance suggests a valuation gap, with the stock's recent weakness disconnecting from its fundamental role in the regulated biopharmaceutical sector.
Veeva Systems stock hits 52-week low at $177.82
Veeva Systems (NYSE: VEEV) stock has hit a new 52-week low of $177.82, reflecting a 23.6% decline over the past year and a 32.5% drop in the last six months, with its RSI in oversold territory. Despite the downturn, the company maintains strong financial health, holding more cash than debt, and its stock is trading below its Fair Value according to InvestingPro. Recent developments include a $2 billion share buyback program and mixed analyst ratings, with some downgrading due to maturing products and others upgrading, citing compelling valuation and strong customer migration to Veeva Vault CRM.
13 of the Top 20 Biopharmas Standardize Globally on Veeva Link Key People
Veeva Systems announced that 13 of the top 20 biopharmaceutical companies have standardized on Veeva Link Key People for enhanced customer engagement and AI-driven data. This platform provides critical insights to medical and commercial teams, supports AI initiatives, and has seen significant adoption, including 38 new customers and three top biopharmas making it their global standard within the last year. Recent innovations like AI-powered summaries and the Link Direct Data API further improve utility for the life sciences industry.
Veeva Announces eSource Application for Research Sites to Eliminate Paper and Streamline Clinical Trial Data Flow
Veeva Systems has announced Veeva eSource, a new application within Veeva SiteVault, aimed at revolutionizing clinical trial data management. This innovation seeks to eliminate paper, reduce manual processes, and enhance data quality by integrating Electronic Health Records (EHR) and Electronic Data Capture (EDC) systems. The initiative is designed to simplify and standardize clinical trials, improving efficiency and experience for sponsors, sites, and patients, with early adopter availability planned for the second half of 2026.
Does Veeva’s AI‑Ready Quality Platforms Reshape the Bull Case For Veeva Systems (VEEV)?
Veeva Systems (VEEV) is leveraging its AI-ready QualityOne and unified data platforms to help life sciences and consumer goods companies operationalize AI, overcoming legacy system and compliance hurdles. This AI-readiness narrative is sharpening Veeva's investment thesis, potentially providing near-term catalysts, although it also increases execution risk given the company's premium valuation. Investors are advised to consider the potential downside as the stock may still be trading above its fair value despite recent pullbacks.
Veeva Systems Inc. (NYSE:VEEV) Emerges as a Top GARP Stock Pick
Veeva Systems Inc. (NYSE:VEEV) has been identified as a top Growth at a Reasonable Price (GARP) stock, demonstrating solid growth prospects, a fair valuation, and strong foundational strength. The company exhibits robust past and projected growth in EPS and revenue, coupled with a reasonable Price/Earnings ratio compared to its health care technology peers. Furthermore, Veeva boasts exceptional earnings margins, high returns on capital, and a debt-free balance sheet, underscoring its financial soundness.
Veeva Systems (NYSE:VEEV) Emerges as a Strong Growth Pick with Bullish Technical Setup
Veeva Systems (NYSE:VEEV) is identified as a strong growth pick due to its robust fundamental characteristics and an emerging bullish technical setup. The company demonstrates excellent profitability, financial health with no debt, and consistent growth in EPS and revenue. Technically, the stock shows signs of resting after a decline, with clear support levels, suggesting a potential turn upwards once accumulation ends.
Is It Time To Reconsider Veeva Systems (VEEV) After AI Agents Rollout?
This article analyzes Veeva Systems (VEEV) stock valuation using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio methods. The DCF model suggests Veeva Systems is undervalued by 17.5%, while its current P/E of 43.66x indicates it is overvalued compared to its "Fair Ratio" of 32.34x. The piece encourages investors to utilize "Narratives" for personalized valuation based on individual assumptions and highlights mixed recent stock returns.
Veeva approves $2B plan to buy back its own stock over 2 years
Veeva Systems (VEEV) announced that its board approved a share repurchase program, authorizing the purchase of up to $2 billion of its Class A common stock over a two-year period. The program allows for open-market, privately negotiated transactions, or Rule 10b5-1 trading plans, but does not obligate Veeva to acquire a specific number of shares and can be suspended or canceled at any time. This move adds a capital return dimension to Veeva's growth story following strong financial performance and product expansion.
Veeva Announces Environmental Monitoring Solution to Modernize Quality Control in Manufacturing
Veeva Systems has announced a new environmental monitoring (EM) solution, integrated with Veeva LIMS, to enhance quality control in manufacturing. This cloud-native application will automate the scheduling, collection, and analysis of environmental samples to ensure compliance with GMP standards. The solution, part of Veeva Quality Cloud, aims to eliminate data silos and paper-based processes by integrating with other Veeva applications like Veeva QMS, Veeva QualityDocs, and Veeva Batch Release, streamlining the batch release process for life sciences companies.
Novo Nordisk International Operations Commits to Veeva Vault CRM
Novo Nordisk's International Operations business unit has committed to adopting Veeva Vault CRM to enhance its commercial execution and leverage next-generation CRM capabilities and agentic AI. This expansion of their partnership with Veeva Systems aims to support Novo Nordisk in delivering breakthrough medicines globally. Veeva Vault CRM, part of the broader Vault CRM Suite, offers advanced global capabilities designed to meet the life sciences industry's specific business and compliance requirements.
Veeva Systems Announces First-Ever $2 Billion Share Buyback
Veeva Systems (VEEV) has announced its first-ever share repurchase program, authorizing the buyback of up to $2 billion of its Class A common stock over two years. This move aims to return capital to shareholders and demonstrates confidence in the company's long-term growth. While a recent analyst rating is a "Buy" with a $320 target, TipRanks' AI Analyst, Spark, rates VEEV as "Neutral" due to a balance of strong financial performance and strategic initiatives against bearish technical indicators and a high P/E ratio.
Veeva Announces Share Repurchase Program
Veeva Systems Inc. announced that its Board of Directors approved a share repurchase program authorizing the company to purchase up to $2 billion of its Class A common stock. This program reflects the company's confidence in its long-term growth and commitment to returning capital to shareholders, supported by its strong financial performance and cash generation. The repurchases will be made over a two-year term, with timing and amount determined at management's discretion.
Veeva Systems To Buy Back Up To $2 Bln Of Shares Of Its Class A Common Stock
Veeva Systems Inc. announced that its Board of Directors has approved a share repurchase program authorizing the purchase of up to $2 billion of its Class A common stock. This program has a 2-year term and does not obligate Veeva to acquire a specific number of shares, as it can be canceled or suspended at any time.
Veeva Announces Share Repurchase Program
Veeva Systems Inc. announced its Board of Directors approved a share repurchase program authorizing the purchase of up to $2 billion of its Class A common stock. This program reflects the company's strong financial performance, robust cash generation, and confidence in its long-term growth trajectory within the life sciences industry. The repurchases will occur from time to time over a two-year period, with timing and amount determined by management discretion.
Veeva Systems To Buy Back Up To $2 Bln Of Shares Of Its Class A Common Stock
Veeva Systems Inc. announced a new share repurchase program, authorizing the company to buy back up to $2 billion of its Class A common stock. The program has a two-year term but does not obligate Veeva to acquire a specific number of shares and can be canceled or suspended without notice. This move indicates the company's confidence in its financial position and commitment to shareholder returns.
Veeva Announces Share Repurchase Program
Veeva Systems Inc. announced a share repurchase program, authorizing the purchase of up to $2 billion of its Class A common stock. This decision reflects the company's strong financial performance, robust cash generation, and confidence in its long-term growth trajectory within the life sciences industry. The program has a two-year term, with the timing and amount of repurchases at management's discretion.
Veeva Announces Share Repurchase Program
Veeva Systems Inc. announced that its Board of Directors has approved a share repurchase program authorizing the purchase of up to $2 billion of its Class A common stock over a two-year term. This move reflects the company's strong financial performance, robust cash generation, and confidence in its long-term growth trajectory within the life sciences industry. The repurchases will be executed through various methods, including open market purchases and privately negotiated transactions.
Veeva Announces Share Repurchase Program
Veeva Systems Inc. announced that its Board of Directors approved a share repurchase program, authorizing the purchase of up to $2 billion of its Class A common stock. This program reflects the company's financial strength, driven by its multi-product business and focus on operational discipline, allowing it to invest in growth opportunities and return capital to shareholders. The share repurchase program has a two-year term, with the timing and amount determined at management's discretion based on market conditions and other factors.
UBS Maintains Veeva Systems Inc - (VEEV) Neutral Recommendation
UBS has reiterated its Neutral recommendation for Veeva Systems Inc (VEEV) with an average one-year price target of $218.12, suggesting a 13.25% upside from its last closing price. The company is projected to see annual revenue of $2,473MM and non-GAAP EPS of $4.61, with institutional ownership showing a slight decrease in the number of funds but an increase in total shares held. Artisan Partners Limited Partnership, Alliancebernstein, and Price T Rowe Associates are among the top institutional holders.
VEEV | Veeva Systems Inc Class A Share Price
This article provides live stock exchange data for Veeva Systems Inc Class A (VEEV) on the NYSE, including its current price, market capitalization, and key financial metrics. It also offers technical analysis, analyst ratings, and recent news regarding the company, such as a long-term agreement with BioMarin and a $2 billion share buyback program. The article aims to help investors assess VEEV's potential through comprehensive analysis available on InvestingPro.
Veeva Systems (NYSE:VEEV) Reports Q3 Earnings Beat Amidst Share Price Decline
Veeva Systems (NYSE:VEEV) reported strong third-quarter fiscal 2026 results, exceeding analyst expectations for both revenue and non-GAAP earnings per share, primarily driven by its subscription business. Despite the beat, the company's shares declined over 5.7% in after-hours trading, possibly due to high market expectations, a "sell the news" reaction, or the modest beat on its fourth-quarter revenue guidance. Veeva continues to demonstrate consistent execution and sustained double-digit growth in the life sciences sector.
Veeva Systems (NYSE:VEEV): A Growth Stock Emerging from a Technical Setup
Veeva Systems (NYSE:VEEV) is identified as a growth stock with strong fundamentals and emerging technical setup. The article highlights Veeva's sound financial health, strong earnings, and consistent growth, combined with a developing technical pattern that suggests a potential upward movement after a period of consolidation. Investors are advised to look for a clear break above a key resistance level to confirm positive market sentiment.
What's Driving the Market Sentiment Around Veeva Systems Inc?
Veeva Systems Inc.'s short interest has increased, with 4.95 million shares sold short, representing 3.29% of its float. This rise in short interest suggests a more bearish sentiment among investors, although the company's short interest is still lower than the average of its peers. Traders should monitor this trend as it indicates increasing investor skepticism.
Why Veeva Systems' Earnings Drop Aligns With Its Long-Term Structural Weakness
Veeva Systems (VEEV) is in Phase 18 of its Adhishthana cycle, a period predicted to be structurally weak due to the stock's performance in earlier phases. The recent earnings report leading to a sharp stock drop is consistent with this prediction, with the stock already down 20% since a cautionary note in June. Investors are advised to be patient, as the structural risk remains to the downside until Phase 18 concludes in March 2027 and a new cycle begins.
Veeva Systems' (NYSE:VEEV) Performance Is Even Better Than Its Earnings Suggest
Veeva Systems recently posted solid earnings, which initially underwhelmed investors; however, an analysis of its accrual ratio reveals a more positive financial picture. The company recorded a negative accrual ratio of -1.17, indicating that its free cash flow of US$1.4 billion significantly exceeded its statutory profit of US$860.3 million. This strong cash conversion suggests Veeva Systems' underlying earnings potential is better than its reported profits, along with robust EPS growth.
Veeva AI Agents Now Available to Increase Productivity and Customer Centricity
Veeva Systems has launched Veeva AI Agents for Vault CRM and PromoMats, marking a significant step in industry-specific AI for life sciences. These agents are designed to enhance productivity, customer centricity, and compliance by seamlessly integrating with Veeva applications and providing features like issue detection, voice input, and content analysis. Additional AI Agents for other areas such as clinical, regulatory, and safety are slated for release throughout 2026.
The Bull Case For Veeva Systems (VEEV) Could Change Following Roche’s Global Rollout of Vault CRM with AI
Veeva Systems (VEEV) recently announced a significant expansion of its partnership with Roche, implementing Veeva Vault CRM with AI across Roche's global operations. This validates Veeva's AI-powered CRM suite and reinforces its strong position with major biopharmaceutical clients. While this move strengthens Veeva's market standing, investors should also consider the potential risks associated with the company's concentration of revenue among a small number of large clients.
Veeva Systems (VEEV) Gets a Buy from RBC Capital
RBC Capital maintained a Buy rating on Veeva Systems (VEEV) with a $330.00 price target, following positive earnings and revenue reports. Needham also reiterated a Buy rating with a $355.00 price target. Despite negative corporate insider sentiment with recent share sales, the analyst consensus is a Moderate Buy for VEEV.
Veeva Systems Inc. (NYSE:VEEV) Q3 2026 Earnings Call Transcript
Veeva Systems Inc. announced robust Q3 2026 results, exceeding revenue and non-GAAP operating income guidance, driven by strength across all business areas, particularly Crossix and R&D. The company highlighted significant progress in Veeva AI and innovation across its product suite, including Vault CRM, clinical, and safety solutions. Discussions also covered the competitive landscape in CRM and EDC markets, strategic partnerships, and the long-term outlook for growth, especially in AI-driven solutions and the Development Cloud, while maintaining confidence in achieving its 2030 goals despite some top-20 CRM customer migrations.
Veeva Stock Drops After Q3 Earnings, Revenue Beat Estimates
Veeva Systems (NYSE: VEEV) shares declined after its third-quarter earnings report, despite beating analyst estimates for both earnings per share and revenue. The company reported $2.04 EPS on $811.2 million in revenue, driven by a 17% year-over-year increase in subscription services. Veeva also raised its Q4 and fiscal year earnings and revenue outlook.
Analysts Have Conflicting Sentiments on These Healthcare Companies: Innovative Eyewear, Inc. (LUCY) and Veeva Systems (VEEV)
Analysts have provided conflicting sentiments on two healthcare companies: Innovative Eyewear, Inc. (LUCY) and Veeva Systems (VEEV). Maxim Group maintained a Buy rating on Innovative Eyewear with a $3.00 price target, while Truist Financial maintained a Hold rating on Veeva Systems. BMO Capital also initiated coverage on Veeva Systems with a Hold rating and a $300.00 price target.
Fund Update: 392,802 VEEVA SYSTEMS (VEEV) shares added to JENSEN INVESTMENT MANAGEMENT INC portfolio
JENSEN INVESTMENT MANAGEMENT INC has added 392,802 shares of VEEVA SYSTEMS (VEEV) to its portfolio, as per a recent SEC 13F filing for the 09-30-2025 report period. The article also details other institutional investor activity, insider trading, congressional stock trades, and analyst ratings/price targets for VEEV. Overall, institutional investors have shown mixed activity, while insiders have primarily sold shares, and analysts mostly maintain "Buy" or "Overweight" ratings.
Calamos Wealth Management LLC Cuts Stock Holdings in Veeva Systems Inc. $VEEV - MarketBeat
Calamos Wealth Management LLC has reduced its stake in Veeva Systems Inc. by 4.6%, now holding 22,100 shares valued at $6.36 million. Despite this reduction and recent earnings misses, analysts maintain a "Moderate Buy" rating with an average price target of $307.58, indicating confidence in the company's future growth. However, corporate insiders have sold a significant number of shares recently, potentially signaling concerns about stock performance.
Veeva Systems Inc. $VEEV Shares Sold by Atria Wealth Solutions Inc.
Atria Wealth Solutions Inc. reduced its stake in Veeva Systems Inc. by 37.1% in the second quarter. Despite this, several other institutional investors increased their holdings, and analysts maintain a "Moderate Buy" consensus rating for VEEV, with an average target price of $307.58. The company reported Q2 earnings of $1.26 EPS, missing consensus, but saw revenue rise to $789.08 million.
William Blair Reiterates "Outperform" Rating for Veeva Systems (NYSE:VEEV)
William Blair has reiterated its "outperform" rating for Veeva Systems (NYSE:VEEV), following price target increases from several other firms. Despite a revenue increase of 16.7% year-over-year, the company's earnings per share fell short of analyst expectations. The article also details recent stock performance, institutional trading activity, and insider share sales.
Veeva Systems' (VEEV) Buy Rating Reaffirmed at BTIG Research
BTIG Research has reaffirmed a "buy" rating for Veeva Systems (NYSE:VEEV) with a price target of $340.00, suggesting a potential 16.16% upside. This comes despite Veeva missing its EPS estimate but seeing a 16.7% increase in revenue year-over-year. Institutional investors hold a significant 88.20% stake in the company.
Veeva Systems' (VEEV) "Buy" Rating Reiterated at Needham & Company LLC - MarketBeat
Needham & Company LLC has reiterated its "Buy" rating for Veeva Systems (NYSE:VEEV) and set a price target of $355.00, suggesting a potential upside of 21.28%. Despite missing EPS estimates at $1.26 versus $1.90, Veeva Systems reported revenue of $789.08 million, exceeding expectations and showing a 16.7% year-over-year increase. The article also notes significant insider selling by SVP Jonathan Faddis and insider Thomas D. Schwenger.
William Blair Investment Management LLC Has $177.61 Million Stake in Veeva Systems Inc. $VEEV
William Blair Investment Management LLC reduced its stake in Veeva Systems Inc. by 1.8%, now holding 616,742 shares valued at approximately $177.61 million. The article also details insider trading activity and analyst ratings, with Veeva Systems having a consensus "Moderate Buy" rating and a target price of $307.58.
Cannon Global Investment Management LLC Makes New $518,000 Investment in Veeva Systems Inc. $VEEV - MarketBeat
Cannon Global Investment Management LLC has made a new investment of $518,000 in Veeva Systems Inc., purchasing 1,800 shares. This investment makes Veeva Systems the 26th largest holding for Cannon Global, representing approximately 1.1% of its portfolio. The article also details Veeva Systems' recent stock performance, earnings, and analyst ratings.
Hartline Investment Corp Sells 990 Shares of Veeva Systems Inc. $VEEV
Hartline Investment Corp reduced its stake in Veeva Systems Inc. by selling 990 shares, bringing its total holdings to 21,691 shares valued at $6.247 million. Other institutional investors also adjusted their positions in Veeva Systems, which reported mixed earnings results but showed revenue growth. Analysts have issued various ratings and price targets for VEEV, with a consensus of "Moderate Buy."
Nordea Investment Management AB Raises Position in Veeva Systems Inc. $VEEV - MarketBeat
Nordea Investment Management AB increased its stake in Veeva Systems Inc. by 9.3% in the second quarter, now holding 391,273 shares valued at $110.8 million. Other institutional investors also raised their positions, while company insiders sold shares. Analysts maintain a "Moderate Buy" rating for Veeva Systems with a consensus price target of $307.58.
1,242 Shares in Veeva Systems Inc. $VEEV Bought by Sagespring Wealth Partners LLC
Sagespring Wealth Partners LLC recently acquired 1,242 shares of Veeva Systems Inc. (VEEV) valued at approximately $358,000, indicating increasing institutional interest. Despite reporting $1.26 EPS, falling short of estimates, Veeva Systems saw an annual revenue increase of 16.7%. Wall Street analysts maintain a "Moderate Buy" rating with a consensus price target of $307.58 for the company.
Allianz Asset Management GmbH Has $113.01 Million Position in Veeva Systems Inc. $VEEV - MarketBeat
Allianz Asset Management GmbH reduced its stake in Veeva Systems Inc. by 7.0%, now holding 392,434 shares valued at $113.01 million. Insider selling has also been reported, with 24,665 shares sold recently. Analysts maintain a "Moderate Buy" rating with an average price target of $307.58 for Veeva Systems.
Allspring Global Investments Holdings LLC Buys 3,156 Shares of Veeva Systems Inc. $VEEV
Allspring Global Investments Holdings LLC increased its stake in Veeva Systems Inc. (NYSE:VEEV) by 4.0% in the second quarter, acquiring an additional 3,156 shares to own a total of 82,405 shares valued at $23.3 million. Several analysts recently upgraded their price targets for Veeva Systems, contributing to a "Moderate Buy" consensus rating with an average target price of $307.58, despite the company missing EPS expectations in its latest quarterly earnings report even as revenue increased by 16.7%.
Transcript : Veeva Systems Inc. - Analyst/Investor Day - MarketScreener
Veeva Systems Inc. held its 2025 Investor Day, with Gunnar Hansen, Head of Investor Relations, introducing the event via webcast. The article also provides recent news and financial updates for Veeva Systems, including partnerships, analyst upgrades, and Q2 earnings. Key updates include a partnership with Openevidence, upgrades from TD Cowen and JPMorgan, and collaborations with Bristol Myers Squibb and Gilead Sciences.
Veeva Systems stock rises on AI partnership with OpenEvidence By Investing.com - Investing.com Philippines
The article reports that Veeva Systems' stock rose due to an AI partnership with OpenEvidence. However, the article body itself is experiencing a client-side application error, preventing the full content regarding the partnership and stock reaction from being displayed.
Veeva Systems stock rises on AI partnership with OpenEvidence - Investing.com
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Veeva Systems Partners With OpenEvidence To Bring AI Driven Solutions To Healthcare
Veeva Systems Inc. and OpenEvidence have formed a long-term partnership to develop "Open Vista," an AI platform aimed at improving clinical research and patient care. This collaboration intends to leverage AI to expand patient access to clinical trials, accelerate drug discovery, and enhance the understanding of approved medicines. The first Open Vista product offerings are expected in 2026, combining Veeva's life sciences expertise with OpenEvidence's clinical decision support AI.
Veeva Systems Faces Volatility Amidst Competitive Pressures - timothysykes.com
Veeva Systems (VEEV) is experiencing stock volatility, trading down by -4.01% due to strong sector competition and regulatory concerns, despite its robust market position and strong financial metrics. The company maintains a high gross margin and significant revenue growth, but its high valuation ratios raise concerns for conservative investors. Technical analysis suggests a potential correction phase with bearish pressure, while the outlook remains cautiously positive due to Veeva's innovation in cloud-based solutions for life sciences.
