Veeva Systems Inc.

Report azionario NYSE:VEEV

Capitalizzazione di mercato: US$31.3b

Veeva Systems Performance degli utili passati

Criteri Il passato verificati 5/6

Veeva Systems ha registrato una crescita degli utili a un tasso medio annuo di 18.6%, mentre il settore Healthcare Services ha registrato utili in crescita a un tasso medio annuo di 22.9%. I ricavi sono stati in crescita a un tasso medio annuo di 13.8%. Il ritorno sul capitale proprio di Veeva Systems è 12.9% e ha margini netti di 28.4%.

Informazioni chiave

18.59%

Tasso di crescita degli utili

16.91%

Tasso di crescita dell'EPS

Healthcare Services Crescita del settore1.72%
Tasso di crescita dei ricavi13.84%
Rendimento del capitale proprio12.89%
Margine netto28.37%
Ultimo aggiornamento sugli utili30 Apr 2026

Aggiornamenti sulle prestazioni recenti

Articolo di analisi • 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...

Recent updates

Nuova narrazione • Jul 03

AI-Powered Veeva Systems Poised for Solid Growth Amid Regulatory Stability

Investors often look for artificial intelligence winners in the obvious places: semiconductors, hyperscalers, and general-purpose software platforms. But some of the most durable AI opportunities may sit in far less glamorous places—inside the regulated workflows where a mistake is not merely inconvenient, but potentially delays a drug trial, a regulatory submission, or a therapy reaching patients.
Aggiornamento della narrazione • Jun 29

VEEV: AI Execution And CRM Wins Will Drive Future Upside

Veeva Systems’ analyst fair value estimate has been reset lower from about $380 to roughly $338, reflecting Street price target cuts as analysts weigh solid Q1 execution against AI disruption risk, competitive CRM questions, and a shift toward more measured profit margin and P/E assumptions. Analyst Commentary Street research on Veeva Systems presents a mixed but generally constructive picture, with many firms recalibrating price targets while still pointing to solid Q1 execution, ongoing demand in health technology, and emerging AI and CRM catalysts as key elements in their valuation work.
Seeking Alpha • Jun 24

Veeva Systems: The AI Thesis Is More Tangible Now

Summary Veeva Systems remains a Buy, with core revenue and subscription growth in the mid-teens and a compelling ~16x NTM PE valuation. Falcon, VEEV's agentic labor AI platform, makes the AI opportunity tangible, offering automation for compliance-sensitive, high-volume workflows in life sciences. R&D and Quality subscription revenue outpaces consolidated growth at 19% y/y, while Commercial gains traction with over 150 live Vault CRM customers. VEEV's valuation does not require immediate AI monetization; continued core business compounding and successful CRM migrations underpin upside potential. Read the full article on Seeking Alpha
Articolo di analisi • Jun 20

Veeva Systems (VEEV) Stock Could Be 38% Undervalued After Fed Driven Pullback

Veeva Systems (VEEV) shares fell after the Federal Reserve held its benchmark rate and signaled a more restrictive stance, as higher Treasury yields weighed on software sector valuations, including healthcare and life sciences platforms. See our latest analysis for Veeva Systems. At around US$153.30, Veeva Systems’ recent share price weakness has been broad based, with a 1 day share price return of 1% and a year to date share price return down 30.16%, while the 1 year total shareholder return...
Aggiornamento della narrazione • Jun 15

VEEV: AI Execution And CRM Wins Will Support Future Multiple Reacceleration

Narrative Update The analyst price target for Veeva Systems in this framework is updated from about $263 to about $245, as analysts balance solid Q1 execution and raised guidance with AI disruption risk, CRM competition from Salesforce, and questions around the quality and mix of recent upside, particularly in services. Analyst Commentary Recent research on Veeva Systems reflects a split view, with most analysts acknowledging solid Q1 execution and raised guidance, but debating how much weight to give AI disruption risk, CRM competition, and the quality of services driven upside when thinking about valuation, execution, and long term growth.
Aggiornamento della narrazione • Jun 01

VEEV: AI Moat And CRM Commitments Will Support Future Multiple Reacceleration

Narrative Update The analyst price target for Veeva Systems has been trimmed by about $2 to $262.68 as analysts factor in compressed software multiples, while largely maintaining their underlying growth, margin, and P/E assumptions. Analyst Commentary Recent research on Veeva Systems clusters around strong reported execution in Q4, tempered by valuation resets tied to compressed software multiples and longer term questions around AI and CRM competition.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Nuova narrazione • 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?
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
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

Ripartizione dei ricavi e delle spese

Come Veeva Systems guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.

Storico di utili e ricavi

NYSE:VEEV Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
30 Apr 263,319942712792
31 Jan 263,195909699767
31 Oct 253,080860691750
31 Jul 252,968810683731
30 Apr 252,855781671714
31 Jan 252,747714657693
31 Oct 242,656666645675
31 Jul 242,574615633664
30 Apr 242,488556630645
31 Jan 242,364526628629
31 Oct 232,296567618608
31 Jul 232,232540605577
30 Apr 232,176519593554
31 Jan 232,155488566520
31 Oct 222,077396543483
31 Jul 222,001394512451
30 Apr 221,922412478412
31 Jan 221,851427460382
31 Oct 211,762433437359
31 Jul 211,663424415340
30 Apr 211,562409397315
31 Jan 211,465380384294
31 Oct 201,380343378273
31 Jul 201,283329359246
30 Apr 201,196314334227
31 Jan 201,104301305210
31 Oct 191,025306271191
31 Jul 19969288257179
30 Apr 19911259244167
31 Jan 19862230235159
31 Oct 18816199225153
31 Jul 18768170212147
30 Apr 18726158200141
31 Jan 18691151189132
31 Oct 17655132183121
31 Jul 17620119175112
30 Apr 1758493171103
31 Jan 175517815997
31 Oct 165086515991
31 Jul 164725414983
30 Apr 164395413575
31 Jan 164095412066
31 Oct 153825010558
31 Jul 15359509751

Guadagni di qualità: VEEV ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di VEEV (28.4%) VEEV sono più alti rispetto allo scorso anno (27.3%).

Flusso di cassa libero e analisi degli utili

Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di VEEV sono cresciuti del 18.6% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di VEEV nell'ultimo anno ( 20.6% ) supera la media quinquennale ( 18.6% all'anno).

Guadagni vs Settore: La crescita degli utili VEEV nell'ultimo anno ( 20.6% ) ha superato la percentuale del settore Healthcare Services 4.2%.

Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 12.9% ) di VEEV è considerato basso.

Rendimento delle attività

Rendimento del capitale investito

Scoprire le aziende con forti performance passate

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/05 21:07
Prezzo dell'azione a fine giornata2026/07/02 00:00
Utili2026/04/30
Utili annuali2026/01/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Veeva Systems Inc. è coperta da 43 analisti. 28 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Joseph VruwinkBaird
Saket KaliaBarclays
Sean DodgeBMO Capital Markets Equity Research