Veeva Systems Inc.

NYSE:VEEV Lagerbericht

Marktkapitalisierung: US$25.9b

Veeva Systems Zukünftiges Wachstum

Future Kriterienprüfungen 1/6

Veeva Systems wird ein jährliches Gewinn- und Umsatzwachstum von 13.4% bzw. 11.3% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 13.6% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 16.2% betragen.

Wichtige Informationen

13.4%

Wachstumsrate der Gewinne

13.56%

EPS-Wachstumsrate

Healthcare Services Gewinnwachstum22.3%
Wachstumsrate der Einnahmen11.3%
Zukünftige Eigenkapitalrendite16.25%
Analystenabdeckung

Good

Zuletzt aktualisiert27 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Seeking Alpha • May 21

Veeva Systems: AI Fears Look Overdone, The Selloff Creates An Opportunity

Summary Veeva Systems (VEEV) is rated Buy, trading at multi-year lows despite robust 16% revenue growth, 44% non-GAAP margins, and conservative FY27 guidance. AI disruption fears are overstated for VEEV's FDA-regulated Development Cloud, which comprises 55% of revenue and remains highly defensible due to regulatory switching costs. Vault CRM migration is progressing, reducing Salesforce dependency and enhancing control over product roadmap and AI integration; CRM competition is real but not existential. With $6B net cash, $2B buyback, and a 20x forward earnings multiple, VEEV offers compelling upside ahead of the June 3rd FY27 Q1 earnings catalyst. Read the full article on Seeking Alpha
Narrativ-Update • May 11

VEEV: AI Moat And CRM Commitments Will Support Premium Multiple

Veeva Systems' updated analyst price target edges lower to about $264 from roughly $265, as analysts keep their broadly positive take on the company's recent Q4 results but adjust valuation assumptions to reflect compressed software multiples and ongoing debates around AI, R&D growth, and CRM stability. Analyst Commentary Recent research on Veeva reflects a mix of optimism about execution in Q4 and caution around valuation and longer term growth drivers.
Narrativ-Update • Apr 25

VEEV: AI Moat And Subscription Resilience Will Support Premium Multiple

Analysts have trimmed the Veeva Systems price target slightly, with the model fair value moving from about $270.93 to $264.46, as modestly lower assumed future P/E multiples more than offset largely unchanged growth and margin expectations. Analyst Commentary Recent Street research around Veeva Systems shows a split view, with many firms trimming price targets while still pointing to solid execution and specific areas of uncertainty that could influence the valuation over time.
Narrativ-Update • Apr 08

VEEV: AI And Subscription Resilience Will Support Premium Software Multiple

Analysts trimmed the blended Veeva Systems price target by aligning with sector wide software multiple compression, even as they point to strong Q4 execution, resilient subscription growth, and an emerging AI and product pipeline as key longer term supports. Analyst Commentary Recent Street research around Veeva Systems reflects a mix of optimism on execution and growth, alongside more cautious views on competitive risk, AI impact, and valuation.
Narrativ-Update • Mar 25

VEEV: AI Adoption In R&D Workflows Will Support Durable Premium Outlook

Analysts have adjusted their price targets on Veeva Systems into a roughly $190 to $317 range, generally trimming prior targets by tens of dollars as software valuation multiples compress, even after what they describe as solid Q4 results and broadly constructive longer term fundamentals. Analyst Commentary Recent research paints a mixed but generally constructive picture for Veeva Systems, with most firms trimming price targets while still pointing to solid execution and durable fundamentals.
Narrativ-Update • Mar 11

VEEV: AI Adoption And CRM Commitments Will Support Durable Premium Outlook

We are trimming our Veeva Systems fair value estimate to $270.93 from $302.60, as analysts broadly reset price targets in response to sector wide software multiple compression and slightly more measured assumptions for revenue growth, margins, and future P/E multiples, despite generally solid Q4 results and guidance. Analyst Commentary Street research on Veeva Systems has become more mixed, with many firms cutting price targets while still acknowledging solid Q4 execution and robust profitability.
Narrativ-Update • Feb 25

VEEV: AI Execution And CRM Stability Will Support Durable Premium Outlook

Our fair value estimate for Veeva Systems has edged down from $308.63 to $302.60. This reflects a series of reduced Street price targets as analysts weigh maturing products, competitive pressures, software sentiment, and the balance of growth opportunities against current valuation.
Narrativ-Update • Feb 10

VEEV: Roche Commitment And CRM Retention Will Support Durable Premium Outlook

Our analyst fair value estimate for Veeva Systems has been trimmed slightly to $308.63. This reflects a modest reset in Street price targets as analysts balance concerns about slower growth in maturing products and competitive pressure with ongoing strengths in areas like Crossix, AI adoption, and large CRM wins such as Roche.
Neues Narrativ • Jan 28

Rising Life Sciences Cloud Standardization And AI Adoption Will Support Strong Long Term Upside

Catalysts About Veeva Systems Veeva Systems provides cloud based software, data and consulting services to life sciences companies across commercial, R&D and manufacturing functions. What are the underlying business or industry changes driving this perspective?
Narrativ-Update • Jan 27

VEEV: Roche Rollout And CRM Retention Will Support Durable Premium Outlook

The analyst price target embedded in our Veeva Systems model edges slightly lower to about US$310 from roughly US$311. This reflects a blend of more cautious views on growth and competitive pressure, along with offsetting positive views on durable margins, CRM customer retention, and newer areas such as Crossix and early AI traction.
Narrativ-Update • Jan 12

VEEV: Roche Expansion And CRM Migrations Will Support Durable Premium Outlook

Analysts have trimmed their fair value estimate for Veeva Systems by about US$1 to US$310.98, reflecting modest adjustments to discount rate and growth assumptions while still pointing to what they see as durable growth drivers such as pharma CRM migrations, broader Vault adoption and newer areas like Crossix and AI. Analyst Commentary Recent Street research on Veeva Systems reflects a mix of optimism and caution, with differing views clustering around the durability of growth in CRM and Vault, the timing of pharma migrations, and how current valuation stacks up against execution and contract wins.
Narrativ-Update • Dec 19

VEEV: Roche Commitment And CRM Migrations Will Likely Sustain Premium Outlook

Analysts have modestly trimmed their blended price target for Veeva Systems to about $312 from roughly $321, reflecting a slightly higher discount rate and lower implied future multiple, even as they highlight accelerating CRM migrations, including Roche's global Vault CRM rollout, and improving long term growth and margin expectations. Analyst Commentary Street research remains broadly constructive on Veeva Systems, with recent target changes reflecting a recalibration of software multiples rather than a material shift in company specific fundamentals.
Analyseartikel • Dec 03

Veeva Systems' (NYSE:VEEV) Performance Is Even Better Than Its Earnings Suggest

Investors were underwhelmed by the solid earnings posted by Veeva Systems Inc. ( NYSE:VEEV ) recently. We have done...
Narrativ-Update • Nov 11

VEEV: Continued Momentum And New Commitments Will Likely Sustain Premium Outlook

Analysts have significantly raised their price targets on Veeva Systems, with recent updates moving targets as high as $380. They cite the company's strong sales growth prospects and solid momentum, driven by accelerating CRM customer commitments and new partnerships.
Narrativ-Update • Oct 27

Pharma Wins And New Partnerships Will Drive Cloud Momentum In Coming Quarters

Veeva Systems' analyst price target saw a significant increase, rising by more than $80 to reflect higher expectations for sales growth and ongoing customer commitments. Analysts cited the company’s strengthening position in CRM and positive momentum across key pharma relationships.
Narrativ-Update • Oct 13

IQVIA Resolution And Embedded AI Will Expand Digital Healthcare Cloud

Narrative Update on Veeva Systems: Analyst Price Target Revision Analysts have raised their fair value estimate for Veeva Systems to approximately $321 per share, up by nearly $4. They cited stronger than expected sales momentum, driven by new major customer commitments and continued growth in key business segments.
Narrativ-Update • Aug 29

Data Cloud Expansion And AI Efficiencies Will Drive Future Success

Analysts have raised their price target for Veeva Systems to $314.71, citing strong Q2 “beat and raise” results, momentum in both Commercial and R&D segments, successful Vault CRM rollouts with major pharma clients, and ongoing market share gains in life sciences CRM. Analyst Commentary Bullish analysts highlighted Veeva's strong “beat and raise” Q2 results, with both subscription and services revenues growing solidly year-over-year, driven by performance in both Commercial and R&D technology segments.
Analyseartikel • Jul 11

If EPS Growth Is Important To You, Veeva Systems (NYSE:VEEV) Presents An Opportunity

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analyseartikel • May 30

Veeva Systems (VEEV) Earnings Beat And AI Ambitions Shift The Investment Case

Veeva Systems Inc. reported first quarter earnings for the period ended April 30, 2025, with revenue rising to US$759.04 million and net income reaching US$228.19 million, both up from the previous year, alongside increased earnings per share.
Seeking Alpha • Apr 17

Veeva Systems: Substantially Overvalued As Growth Slows

Summary Veeva Systems is overvalued, trading at frothy levels despite only ~10% growth, and facing a potential slowdown in 2025; I recommend a sell rating. The company excels in the life sciences vertical with unique solutions but its ambitious revenue targets (doubling revenue by 2030) may be tough to achieve organically. Valuation multiples are high at ~10 EV/FY26 revenue and ~30x FY26 P/E, well above a number of peers - some of which are growing even faster than Veeva. Read the full article on Seeking Alpha
Seeking Alpha • Mar 19

Veeva Systems: Staying Buy Rated As VEEV Is Executing Well

Summary I reaffirm my buy rating on Veeva Systems due to strong 4Q25 results, driven by R&D growth and positive Vault CRM adoption traction. VEEV's revenue grew 14% y/y to $721 million, beating expectations, with significant margin improvements and a strong balance sheet. Vault CRM added 20 new customers, with multiple top 20 pharma commitments expected in 2025, signaling positive transition progress. Data Cloud segment shows strong momentum, with new initiatives like Pulse expected to drive further CRM adoption and growth. Read the full article on Seeking Alpha
Seeking Alpha • Mar 07

Veeva Systems: Solid Q4 With Margin Expansion

Summary I reiterate my “Strong Buy” rating on Veeva Systems Inc. with a one-year target price of $275 per share due to strong CRM migration and margin improvement. Veeva reported 14.3% revenue growth and 28.7% adjusted operating profit growth, driven by robust CRM adoption and billing growth. Management's guidance for FY26 includes $3.04-$3.055 billion in revenue, with anticipated 12% revenue growth despite high-interest rate challenges. I foresee continued margin expansion and revenue growth recovery to 16% by FY27 for VEEV, supported by CRM migration and easing capital funding challenges. Read the full article on Seeking Alpha
Seeking Alpha • Jan 28

Veeva Systems: Forget The Short-Term Volatility; The Long Term Is Promising

Summary I rate Veeva Systems as a 'Buy' due to its strong performance recovery, despite competition from Salesforce and industry uncertainties under Trump's administration. VEEV's migration to its own CRM, Veeva Vault, is a long-term tailwind, enhancing its ecosystem and competitive edge. The Company's Q3 2025 results exceeded expectations, with significant revenue, net income, and free cash flow growth, raising FY 2025 guidance. Despite short-term volatility, Veeva's specialization in life sciences, strong balance sheet, and innovative culture position it well for long-term growth. Read the full article on Seeking Alpha
Seeking Alpha • Dec 06

Veeva Systems Q3: Making Progress With Vault CRM; Reiterating 'Strong Buy'

Summary Veeva Systems shows strong growth with 13.4% revenue and 30% adjusted operating income increases, driven by successful Vault CRM migration and new customer acquisitions. The company is expanding AI offerings within Vault CRM, including CRM Bot, GenAI assistant, and Voice Control, enhancing customer experience and retention. VEEV's FY25 revenue growth is projected at over 15%, with a one-year target price of $270 per share, supported by a stable funding environment. Despite a one-time revenue recognition impact due to TFC rights, Veeva's long-term outlook remains positive, reinforcing my 'Strong Buy' rating. Read the full article on Seeking Alpha
Seeking Alpha • Oct 08

Veeva Systems: Too Much Needs To Go Right, For Bull Case

Summary I appreciate Veeva Systems’ strong cash position and debt-free balance sheet, which provide stability and strategic flexibility. I recognize Veeva’s leadership in life sciences software, offering specialized solutions that streamline R&D and commercial operations. I see the migration to Vault CRM as a pivotal moment for the company, but I am wary of customer resistance that could impact growth. I acknowledge that Veeva’s path to higher profitability hinges on flawless execution, making it a high-risk, high-reward scenario. Read the full article on Seeking Alpha
Seeking Alpha • Sep 24

Veeva Systems: SMB Sector Is Growing Momentum

Summary I rate Veeva Systems Inc. as a buy due to the recent 0.5% interest rate cut from the FED, boosting demand from recovering SMB biotech firms. Veeva's Q2 FY2025 results exceeded expectations, with revenue reaching $676 million and subscription revenue hitting $561 million, ensuring stable free cash flow. Improved FY2025 guidance, with revenue and non-GAAP operating earnings projections slightly raised, is positively influencing market sentiment. Veeva's revenue growth of 18.8% YoY and net income growth of 7.38% YoY demonstrate profitable expansion, supporting a strong long-term investment thesis. Read the full article on Seeking Alpha
Seeking Alpha • Aug 30

Veeva: Q2, Robust Dev Cloud Growth, While Commercial Cloud Picks Up Steam

Summary I upgraded Veeva to “buy” in my previous post as I believed that the company was starting to see acceleration in top and bottom lines, with the stock up 19%since. The company reported its Q2 FY25 earnings where revenue and earnings grew 15% and 32% YoY beating estimates, driven by momentum in its R&D Solutions and an acceleration in Commercial Cloud. Despite strong Q2 performance, the management didn’t raise FY25 revenue guidance, although it expanded its outlook for non-GAAP income from operations, boosting investor sentiment. Assessing both the “good” and the “bad”, I believe that the company is at an inflection point with a robust product innovation roadmap and easing macro conditions, thus maintaining my buy rating. Read the full article on Seeking Alpha
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Neues Narrativ • Aug 29

Expanding Clinical And CRM Frontiers Boosts Market Share And Revenue Prospects

Expansion in clinical operations and CRM offerings strengthens Veeva's competitive position and promises higher recurring revenue through customer confidence and adoption.

Gewinn- und Umsatzwachstumsprognosen

NYSE:VEEV - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
1/31/20294,5651,3581,9401,97813
1/31/20284,0401,1751,7191,77428
1/31/20273,6001,0491,5311,54328
1/31/20263,1959091,3861,415N/A
10/31/20253,0808601,3511,378N/A
7/31/20252,9688101,3281,349N/A
4/30/20252,8557811,1861,204N/A
1/31/20252,7477141,0701,090N/A
10/31/20242,6566661,0551,078N/A
7/31/20242,574615972997N/A
4/30/20242,4885561,1371,169N/A
1/31/20242,364526885911N/A
10/31/20232,296567895917N/A
7/31/20232,232540955977N/A
4/30/20232,176519791805N/A
1/31/20232,155488767780N/A
10/31/20222,077396758771N/A
7/31/20222,001394731741N/A
4/30/20221,922412753767N/A
1/31/20221,851427750764N/A
10/31/20211,762433768779N/A
7/31/20211,663424750761N/A
4/30/20211,562409736747N/A
1/31/20211,465380543551N/A
10/31/20201,380343513522N/A
7/31/20201,283329482488N/A
4/30/20201,196314481483N/A
1/31/20201,104301433437N/A
10/31/20191,025306N/A430N/A
7/31/2019969288N/A410N/A
4/30/2019911259N/A397N/A
1/31/2019862230N/A311N/A
10/31/2018816199N/A280N/A
7/31/2018768170N/A271N/A
4/30/2018726158N/A242N/A
1/31/2018691151N/A233N/A
10/31/2017655132N/A230N/A
7/31/2017620119N/A223N/A
4/30/201758493N/A177N/A
1/31/201755178N/A144N/A
10/31/201650865N/A150N/A
7/31/201647254N/A144N/A
4/30/201643954N/A148N/A
1/31/201640954N/A80N/A
10/31/201538250N/A75N/A
7/31/201535950N/A90N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: VEEVDas prognostizierte Gewinnwachstum (13.4% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: VEEVDie Erträge des Unternehmens (13.4% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (16.8% pro Jahr).

Hohe Wachstumserträge: VEEVDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: VEEVDie Einnahmen des Unternehmens (11.3% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.8% pro Jahr).

Hohe Wachstumseinnahmen: VEEVDie Einnahmen des Unternehmens (11.3% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: VEEVDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (16.2%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/27 23:05
Aktienkurs zum Tagesende2026/05/27 00:00
Gewinne2026/01/31
Jährliche Einnahmen2026/01/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Veeva Systems Inc. wird von 45 Analysten beobachtet. 28 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Joseph VruwinkBaird
Saket KaliaBarclays
Sean DodgeBMO Capital Markets Equity Research