Veeva Systems（VEEV *）株式概要Veeva Systems Inc.は、北米、欧州、アジア太平洋地域、中東、アフリカ、中南米のライフサイエンス業界向けにクラウドベースのソフトウェアを提供している。 詳細VEEV * ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績5/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より17.4%で取引されている 収益は年間12.69%増加すると予測されています 過去1年間で収益は20.6%増加しました リスク分析MX市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見るVEEV * Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW486,676 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG486,676 investors already sharing narrativesYour Fair ValueMex$Current PriceMex$3.33k7.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture06b2016201920222025202620282031Revenue US$5.6bEarnings US$1.6bAdvancedSet Fair ValueView all narrativesVeeva Systems Inc. 競合他社Pro MedicusSymbol: ASX:PMEMarket cap: AU$22.0bM3Symbol: TSE:2413Market cap: JP¥1.3tSectraSymbol: OM:SECT BMarket cap: SEK 54.3bWaystar HoldingSymbol: NasdaqGS:WAYMarket cap: US$4.4b価格と性能株価の高値、安値、推移の概要Veeva Systems過去の株価現在の株価US$3,333.3352週高値US$5,644.0052週安値US$2,620.05ベータ0.941ヶ月の変化13.57%3ヶ月変化14.45%1年変化-36.64%3年間の変化-0.31%5年間の変化-48.52%IPOからの変化49.24%最新ニュースValuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$3,044, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 11x in the Healthcare Services industry globally. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,597 per share.お知らせ • Jun 29+ 4 more updatesVeeva Systems Inc.(NYSE:VEEV) dropped from Russell 1000 Growth-Defensive IndexVeeva Systems Inc.(NYSE:VEEV) dropped from Russell 1000 Growth-Defensive Indexお知らせ • Jun 25Veeva Systems Announces Veeva Ehs Application in Veeva Quality Cloud for Environmental, Health, and SafetyVeeva Systems announced Veeva EHS, a new application in Veeva Quality Cloud for environmental, health, and safety. With Veeva EHS, manufacturing and testing sites can proactively identify, manage, and mitigate operational and environmental risks and ensure global compliance readiness. Veeva EHS will provide an intuitive way to report safety incidents on the spot and manage investigations from start to finish. Because it connects directly with Veeva QMS and Veeva Training, a safety event can automatically trigger a quality deviation and assign targeted retraining, eliminating duplicate data entry and ensuring compliance. Delivering an advanced, automated approach to managing environmental, health, and safety processes, Veeva EHS will free up time for EHS teams and ensure quick and accurate execution. Organizations replacing legacy EHS systems with a unified platform will gain real-time transparency into leading indicators of risk for more informed decisions and a proactive approach to prevention. Planned for early adopter availability in August 2026, Veeva EHS marks a significant step in how organizations manage environmental, health, and safety responsibilities with increased transparency and intelligent automation.お知らせ • Jun 04Veeva Systems Inc. Updates Earnings Guidance for the Fiscal Year Ending January 31, 2027Veeva Systems Inc. updated earnings guidance for the fiscal year ending January 31, 2027. For the year, the company expects total revenues to be between $3,635 Million and $3,645 Million.Reported Earnings • Jun 04First quarter 2027 earnings released: EPS: US$1.60 (vs US$1.40 in 1Q 2026)First quarter 2027 results: EPS: US$1.60 (up from US$1.40 in 1Q 2026). Revenue: US$882.9m (up 16% from 1Q 2026). Net income: US$260.9m (up 14% from 1Q 2026). Profit margin: 30% (in line with 1Q 2026). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Jun 04+ 1 more updateVeeva Systems Showcases Upcoming Veeva Falcon Agentic Labor Platform and New Vault AI InnovationsVeeva Systems showcased its upcoming Veeva Falcon agentic labor platform and new Vault AI innovations. Veeva shared Vault AI Agents available today and the planned release of Vault AI across all Vault applications in August 2026. The company also previewed Veeva Falcon agentic labor to reduce cost, increase speed, and maintain compliance in drug development. Planned for early adopters in late 2026, Falcon agentic labor will initially focus on trial master file document intake and quality control, health authority correspondence in regulatory, and safety case triage and intake. Haleon and Sanofi preparing for agentic AI in quality that prioritizes efficiency gains. Novo Nordisk simplifying pharmacovigilance to improve efficiency and global data management. UCB modernizing system validation to support GxP readiness and continuous compliance.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$3,044, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 11x in the Healthcare Services industry globally. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,597 per share.お知らせ • Jun 29+ 4 more updatesVeeva Systems Inc.(NYSE:VEEV) dropped from Russell 1000 Growth-Defensive IndexVeeva Systems Inc.(NYSE:VEEV) dropped from Russell 1000 Growth-Defensive Indexお知らせ • Jun 25Veeva Systems Announces Veeva Ehs Application in Veeva Quality Cloud for Environmental, Health, and SafetyVeeva Systems announced Veeva EHS, a new application in Veeva Quality Cloud for environmental, health, and safety. With Veeva EHS, manufacturing and testing sites can proactively identify, manage, and mitigate operational and environmental risks and ensure global compliance readiness. Veeva EHS will provide an intuitive way to report safety incidents on the spot and manage investigations from start to finish. Because it connects directly with Veeva QMS and Veeva Training, a safety event can automatically trigger a quality deviation and assign targeted retraining, eliminating duplicate data entry and ensuring compliance. Delivering an advanced, automated approach to managing environmental, health, and safety processes, Veeva EHS will free up time for EHS teams and ensure quick and accurate execution. Organizations replacing legacy EHS systems with a unified platform will gain real-time transparency into leading indicators of risk for more informed decisions and a proactive approach to prevention. Planned for early adopter availability in August 2026, Veeva EHS marks a significant step in how organizations manage environmental, health, and safety responsibilities with increased transparency and intelligent automation.お知らせ • Jun 04Veeva Systems Inc. Updates Earnings Guidance for the Fiscal Year Ending January 31, 2027Veeva Systems Inc. updated earnings guidance for the fiscal year ending January 31, 2027. For the year, the company expects total revenues to be between $3,635 Million and $3,645 Million.Reported Earnings • Jun 04First quarter 2027 earnings released: EPS: US$1.60 (vs US$1.40 in 1Q 2026)First quarter 2027 results: EPS: US$1.60 (up from US$1.40 in 1Q 2026). Revenue: US$882.9m (up 16% from 1Q 2026). Net income: US$260.9m (up 14% from 1Q 2026). Profit margin: 30% (in line with 1Q 2026). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Jun 04+ 1 more updateVeeva Systems Showcases Upcoming Veeva Falcon Agentic Labor Platform and New Vault AI InnovationsVeeva Systems showcased its upcoming Veeva Falcon agentic labor platform and new Vault AI innovations. Veeva shared Vault AI Agents available today and the planned release of Vault AI across all Vault applications in August 2026. The company also previewed Veeva Falcon agentic labor to reduce cost, increase speed, and maintain compliance in drug development. Planned for early adopters in late 2026, Falcon agentic labor will initially focus on trial master file document intake and quality control, health authority correspondence in regulatory, and safety case triage and intake. Haleon and Sanofi preparing for agentic AI in quality that prioritizes efficiency gains. Novo Nordisk simplifying pharmacovigilance to improve efficiency and global data management. UCB modernizing system validation to support GxP readiness and continuous compliance.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$3,247, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Healthcare Services industry globally. Total loss to shareholders of 3.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,757 per share.Buy Or Sell Opportunity • May 30Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to Mex$2,749. The fair value is estimated to be Mex$3,442, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • May 14Veeva Systems Inc. to Report Q1, 2027 Results on Jun 03, 2026Veeva Systems Inc. announced that they will report Q1, 2027 results After-Market on Jun 03, 2026Buy Or Sell Opportunity • May 08Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to Mex$2,850. The fair value is estimated to be Mex$3,719, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • May 07+ 1 more updateVeeva Systems Inc.(NYSE:VEEV) dropped from Russell Small Cap Comp Growth IndexVeeva Systems Inc.(NYSE:VEEV) dropped from Russell Small Cap Comp Growth Indexお知らせ • May 06Veeva Systems Inc., Annual General Meeting, Jun 17, 2026Veeva Systems Inc., Annual General Meeting, Jun 17, 2026.Buy Or Sell Opportunity • Apr 10Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 39% to Mex$2,620. The fair value is estimated to be Mex$3,499, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • Mar 11Veeva Systems Inc. (NYSE:VEEV) acquired Rise Healthcare Tech, Inc from group of shareholders for $100 Million.Veeva Systems Inc. (NYSE:VEEV) acquired Rise Healthcare Tech, Inc from group of shareholders for $100 Million on March 10, 2026. Ostro will operate as an independent unit led by CEO Chase Feiger. Veeva Systems Inc. (NYSE:VEEV) completed the acquisition of Rise Healthcare Tech, Inc from group of shareholders on March 10, 2026.Reported Earnings • Mar 05Full year 2026 earnings released: EPS: US$5.55 (vs US$4.41 in FY 2025)Full year 2026 results: EPS: US$5.55 (up from US$4.41 in FY 2025). Revenue: US$3.20b (up 16% from FY 2025). Net income: US$908.9m (up 27% from FY 2025). Profit margin: 28% (up from 26% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 05Veeva Systems Inc. Provides Earnings Guidance for the First Quarter Ending April 30, 2026 and Fiscal Year Ending January 31, 2027Veeva Systems Inc. provided earnings guidance for the first quarter ending April 30, 2026 and fiscal year ending January 31, 2027. For the quarter, the company expected total revenues between $855 and $858 million. For the year 2027, the company expected total revenues between $3,585 and $3,600 million.お知らせ • Feb 12Veeva Systems Inc. to Report Q4, 2026 Results on Mar 04, 2026Veeva Systems Inc. announced that they will report Q4, 2026 results After-Market on Mar 04, 2026Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to Mex$3,300, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Healthcare Services industry globally. Total loss to shareholders of 1.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,249 per share.お知らせ • Jan 08Veeva Announces Environmental Monitoring Solution to Modernize Quality Control in ManufacturingVeeva Systems announced a new environmental monitoring (EM) solution to advance quality control (QC) for manufacturing operations. Veeva Environmental Monitoring, a cloud-native application unified with Veeva LIMS, will enable laboratories and manufacturing facilities to schedule, collect, and analyze environmental samples to ensure compliance with GMP and internal sterility standards. Part of Veeva Quality Cloud, Veeva Environmental Monitoring will seamlessly integrate with Veeva quality applications to eliminate data silos and paper-based processes that slow batch release. With unified QC, users can automatically initiate quality events in Veeva QMS, surface procedures from Veeva QualityDocs, and publish critical environmental monitoring data to Veeva Batch Release to optimize the batch release process.お知らせ • Jan 06Veeva Systems Inc. (NYSE:VEEV) announces an Equity Buyback for $2,000 million worth of its shares.Veeva Systems Inc. (NYSE:VEEV) announces an share repurchase program. Under the program, the company will repurchases up to $2,000 million worth of its Class A common stock. The program has a term of 2 years, does not obligate Veeva to acquire a specific number of shares of Class A common stock, and may be canceled or suspended at any time without notice.Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 13Veeva Systems Inc. Appoints Vipin Kondath as Principal Accounting Officer, Effective December 12, 2025On December 10, 2025, the board of directors of Veeva Systems Inc. appointed Vipin Kondath as its principal accounting officer, effective December 12, 2025. Vipin Kondath, age 50, has served as Veeva’s VP, Corporate Controller since April 2022. From August 2019 to March 2022, he served as Veeva’s Senior Director of Revenue Accounting. Mr. Kondath holds a Bachelor of Commerce degree from Mahatma Gandhi University, and is a chartered accountant from India and a certified public accountant in the State of California. Mr. Kondath also entered into Veeva’s standard form of indemnification agreement and there was no change to his compensation arrangements as a result of the appointment.お知らせ • Dec 03Veeva Systems Announces the Availability of Veeva Ai Agents for Vault CRM and PromoMatsVeeva Systems announced the availability of Veeva AI Agents for Vault CRM and PromoMats. Veeva AI in the Veeva Vault Platform and deep, specialized AI agents working in Veeva applications deliver practical AI with clear business value. Additional Veeva AI Agents for clinical, regulatory, safety, quality, medical, and commercial are planned for release throughout 2026. Veeva AI Now Available for Vault CRM: Free Text Agent detects and flags potential issues in call notes to ensure accuracy and compliance. With more in-depth call reporting, companies gain the advantage of richer, higher quality customer insights. Voice Agent enables voice input for Vault CRM so it's faster and easier for field teams to capture information and follow-up actions. Pre-call Agent provides insights and suggested actions from relevant data, content, activity, and trends that help field reps prepare for calls. Veeva AI Now available for PromoMats: Quick Check Agent scans content using editorial, brand, market, channel, and compliance guidelines to address issues before medical, legal, regulatory (MLR) review. Content Agent provides context-aware insights into document text and images, answers questions, summarizes content, analyzes visuals, and draws from Quick Check Agent to assist with document review. Veeva AI Agents work seamlessly within Veeva applications and have direct, secure access to data, documents, and workflows and operate within established user access controls, permissions, and audit trails. Customers can also configure and extend Veeva-delivered AI Agents and build their own custom agents with Veeva AI. Veeva Business Consulting provides support for the business process design and change management necessary as companies define new business and process flows among users and agents.Reported Earnings • Nov 22Third quarter 2026 earnings released: EPS: US$1.44 (vs US$1.15 in 3Q 2025)Third quarter 2026 results: EPS: US$1.44 (up from US$1.15 in 3Q 2025). Revenue: US$811.2m (up 16% from 3Q 2025). Net income: US$236.2m (up 27% from 3Q 2025). Profit margin: 29% (up from 27% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 21Veeva Systems Inc. Provides Earnings Guidance for the Fiscal Fourth Quarter Ending January 31, 2026 and Updates Earnings Guidance for the Fiscal Year Ending January 31, 2026Veeva Systems Inc. provides earnings guidance for the fiscal fourth quarter ending January 31, 2026 and updates earnings guidance for the fiscal year ending January 31, 2026. For the quarter, the company expects total revenues between $807 million and $810 million. The company is providing updated guidance for its fiscal year ending January 31, 2026 as follows: Total revenues between $3,166 and $3,169 million.Board Change • Nov 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 19Veeva Systems Inc. Announces Executive ChangesOn November 17, 2025, Kristine Diamond, Chief Accounting Officer, informed Veeva Systems Inc. of her decision to resign from her position effective as of December 11, 2025. Upon Ms. Diamond’s departure, Brian Van Wagener, Chief Financial Officer of Veeva, will serve as principal accounting officer until a replacement is named.お知らせ • Oct 31Veeva Systems Inc. to Report Q3, 2026 Results on Nov 20, 2025Veeva Systems Inc. announced that they will report Q3, 2026 results After-Market on Nov 20, 2025Board Change • Oct 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 28Second quarter 2026 earnings released: EPS: US$1.23 (vs US$1.06 in 2Q 2025)Second quarter 2026 results: EPS: US$1.23 (up from US$1.06 in 2Q 2025). Revenue: US$789.1m (up 17% from 2Q 2025). Net income: US$200.3m (up 17% from 2Q 2025). Profit margin: 25% (in line with 2Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 07Veeva Systems Inc. to Report Q2, 2026 Results on Aug 27, 2025Veeva Systems Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Aug 27, 2025Board Change • Jul 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 25Grunenthal Advances Global Regulatory Information Management and Operations with Veeva RIMVeeva Systems announced that Grunenthal is advancing its global regulatory organization with Veeva RIM. By streamlining regulatory information management (RIM) on a single, cloud-based platform, Grunenthal can respond faster to changing regulations and increase process efficiency, from submission planning to health authority submissions to tracking of approvals and decisions. Grunenthal is a leader in pain management focused on addressing unmet medical needs worldwide. With Veeva RIM, the company gains stronger alignment across global regulatory teams, improved data oversight, and the flexibility to scale. By bringing all cross-functional regulatory processes and information together in one application, teams can efficiently respond to regulatory needs and ensure ongoing compliance globally.Reported Earnings • May 29First quarter 2026 earnings released: EPS: US$1.40 (vs US$1.00 in 1Q 2025)First quarter 2026 results: EPS: US$1.40 (up from US$1.00 in 1Q 2025). Revenue: US$759.0m (up 17% from 1Q 2025). Net income: US$228.2m (up 41% from 1Q 2025). Profit margin: 30% (up from 25% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • May 29Veeva Systems Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2025 and Fiscal Year Ending January 31, 2026Veeva Systems Inc. provided earnings guidance for the second quarter ending July 31, 2025 and updated earnings guidance fiscal year ending January 31, 2026. For the second quarter, the company expects total revenues between $766 million and $769 million. For the full year, the company expects total revenues between $3,090 million and $3,100 million.Board Change • May 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 08Veeva Systems Inc. to Report Q1, 2026 Results on May 28, 2025Veeva Systems Inc. announced that they will report Q1, 2026 results After-Market on May 28, 2025お知らせ • May 06Veeva Systems Inc., Annual General Meeting, Jun 18, 2025Veeva Systems Inc., Annual General Meeting, Jun 18, 2025.お知らせ • Apr 30Veeva Systems Announces Veeva AIVeeva Systems announced Veeva AI, a major new initiative that adds AI to the Veeva Vault Platform and Veeva applications to help life sciences companies automate tasks and improve employee productivity using AI Agents and AI Shortcuts. Veeva AI provides a fast and efficient way to introduce application-specific AI Agents based on large language models (LLMs) into existing Veeva applications and enable end users with AI Short cuts. Veeva AI will work in all Veeva applications across all major areas, including clinical, regulatory, safety, quality, medical, and commercial. Veeva AI Shortcuts empower end users with the ability to easily set up personal AI-powered automations to accomplish frequent user-specific tasks such as helping with workflows, generating insights, or researching a topic. The first release of Veeva AI is planned for December 2025 and will be licensed at the Vault level with a simple and reasonable subscription fee to encourage industry adoption that is both broad and thoughtful.Board Change • Apr 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 01Veeva Announces Research Site Clinical Trial Management SystemVeeva Systems announced Veeva SiteVault CTMS, a clinical trial management system for research sites that is integrated with SiteVault eISF and SiteVault eConsent to allow sites to comprehensively manage clinical trials within one main system. Integration with sponsors using Veeva's Clinical Platform gives sites seamless bidirectional data flow to sponsors to reduce manual processes and increase efficiency. Veeva SiteVault CTMS is planned for initial release in August 2025 and will be free for sites with up to 20 concurrent active studies. Learn more about Veeva SiteVault CTMS and see a live demo during ACRP 2025, April 24-27, in New Orleans.Reported Earnings • Mar 26Full year 2025 earnings released: EPS: US$4.41 (vs US$3.28 in FY 2024)Full year 2025 results: EPS: US$4.41 (up from US$3.28 in FY 2024). Revenue: US$2.75b (up 16% from FY 2024). Net income: US$714.1m (up 36% from FY 2024). Profit margin: 26% (up from 22% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Board Change • Mar 13Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 13Veeva Systems Inc. Announces Retirement of Tina Hunt from Board of DirectorsOn March 10, 2025, Tina Hunt informed the board of directors of Veeva Systems Inc. of her intention to retire from her role as a director on the Board, effective immediately prior to the 2025 annual meeting of Veeva’s shareholders. Therefore, Dr. Hunt will not stand for re-election at the 2025 Annual Meeting.Reported Earnings • Mar 06Full year 2025 earnings released: EPS: US$4.41 (vs US$3.28 in FY 2024)Full year 2025 results: EPS: US$4.41 (up from US$3.28 in FY 2024). Revenue: US$2.75b (up 16% from FY 2024). Net income: US$714.1m (up 36% from FY 2024). Profit margin: 26% (up from 22% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 06Veeva Systems Inc. Provides Earnings Guidance for Fiscal First Quarter Ending April 30, 2025, and for Fiscal Year Ending January 31, 2026Veeva Systems Inc. provided earnings guidance for fiscal first quarter ending April 30, 2025, and for fiscal year ending January 31, 2026. For the quarter, the company expects Total revenues between $726 and $729 million. For the year, the company expects Total revenues between $3,040 and $3,055 million.お知らせ • Mar 05Veeva CRM Pulse Improves Segmentation and Targeting with Brick-Level Hcp Access Data for 21 CountriesVeeva Systems announced Veeva CRM Pulse, a data subscription that provides quarterly healthcare professional access and multichannel engagement metrics for the life sciences industry. With HCP access data as an input for segmentation, targeting, and engagement planning, Pulse provides immediate value for commercial operations and data analytics teams. Pulse is unique in giving customers HCP data that has: True Industry Census: Based on global usage of Veeva's leading CRM Suite, Pulse is the most complete, timely, and accurate data set for HCP access. Unmatched Coverage: Access and engagement metrics by channel are available for more than three million HCPs across 102 specialties and 21 countries. Aggregated for Data Privacy: HCP metrics are segmented and aggregated by country, specialty, and brick for data privacy. Quarterly data releases for 2025 will begin this April. Additional countries in Asia and Europe are planned for availability next year.Board Change • Feb 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 13Veeva Systems Inc. to Report Q4, 2025 Results on Mar 05, 2025Veeva Systems Inc. announced that they will report Q4, 2025 results After-Market on Mar 05, 2025Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Dec 06Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$5,150. The fair value is estimated to be Mex$4,274, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Reported Earnings • Dec 06Third quarter 2025 earnings released: EPS: US$1.15 (vs US$0.84 in 3Q 2024)Third quarter 2025 results: EPS: US$1.15 (up from US$0.84 in 3Q 2024). Revenue: US$699.2m (up 13% from 3Q 2024). Net income: US$185.8m (up 38% from 3Q 2024). Profit margin: 27% (up from 22% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Dec 06Veeva Systems Inc. Provides Revenue Guidance for the Fourth Quarter and Full Year Ending January 31, 2025Veeva Systems Inc. provided revenue guidance for the fourth quarter and full year ending January 31, 2025. For the quarter, the company expects total revenues between $696 and $699 million. For the year, the company expects total revenues between $2,722 and $2,725 million.お知らせ • Nov 26Veeva Systems Announces Vault CRM Bot and Vault CRM Voice Control, Two New GenAI Capabilities in Vault CRMVeeva Systems announced Vault CRM Bot and Vault CRM Voice Control, two new GenAI capabilities in Vault CRM. Unveiled at Veeva Commercial Summit Europe, CRM Bot and Voice Control join a host of new innovations coming to Vault CRM next year. With these new capabilities, companies can deploy AI that will have immediate value by boosting field productivity. CRM Bot embeds the large language model (LLM) of your choice into Vault CRM to enable a wide range of context-driven tasks including pre-call planning, suggested actions, recommended content, and context-specific learning. Planned for availability in late 2025, CRM Bot is included in Vault CRM for no additional charge and requires the Vault Direct Data API.AI-powered Voice Control brings the human voice as a user interface into Vault CRM by leveraging Apple Intelligence for hands-free operation of CRM via spoken commands. Planned for availability in late 2025, Voice Control is included in Vault CRM for no additional charge and requires Apple Intelligence and compatible devices. Delivering AI within its products – like CRM Bot and Voice Control – is part of Veeva's overall strategy to help enable AI for the life sciences industry. Veeva also provides the Vault Direct Data API for high-speed access to data needed for AI and the Veeva AI Partner Program that enables customers and partners to more easily build AI applications that integrate seamlessly with Vault applications.お知らせ • Nov 15Veeva Systems Inc. to Report Q3, 2025 Results on Dec 05, 2024Veeva Systems Inc. announced that they will report Q3, 2025 results After-Market on Dec 05, 2024New Risk • Oct 18New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 11% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (11% increase in shares outstanding).お知らせ • Sep 16Veeva Systems Inc. Announces Chief Financial Officer ChangesVeeva Systems Inc. announced on September 11, 2024, the board of directors of the company appointed Brian Van Wagener as Chief Financial Officer, effective as of September 16, 2024 (the Effective Date). Prior to such appointment, Mr. Van Wagener was serving as Veeva’s Executive Vice President, Finance. Mr. Van Wagener will serve as Veeva’s principal financial officer. Mr. Van Wagener, age 42, brought to Veeva 20 years of corporate and consulting experience across the technology, healthcare, and life sciences sectors. He joined Veeva from BetterUp, where he was SVP, GTM Strategy and Operations since February 2023. Prior to joining BetterUp, he served in multiple roles at Veeva from 2017 to 2023, including as VP, Global Sales Operations, Chief People Officer, and Chief of Staff to the CEO. Over his career, Mr. Van Wagener also held positions at Frontier Communications and Monitor Deloitte, with responsibilities for strategic planning, business development, marketing, advanced analytics, and financial planning and analysis. Mr. Van Wagener earned a Bachelor of Arts degree in International Relations from Dartmouth College and a Master of Business Administration from Northwestern University’s Kellogg School of Management. As of the Effective Date, Tim Cabral has resigned from his position as Interim Chief Financial Officer of Veeva. Mr. Cabral will remain on the Veeva Board of Directors.Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 24%After last week's 24% share price gain to Mex$4,458, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 12x in the Healthcare Services industry globally. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,315 per share.Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: US$1.06 (vs US$0.70 in 2Q 2024)Second quarter 2025 results: EPS: US$1.06 (up from US$0.70 in 2Q 2024). Revenue: US$676.2m (up 15% from 2Q 2024). Net income: US$171.0m (up 53% from 2Q 2024). Profit margin: 25% (up from 19% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Aug 29+ 1 more updateVeeva Systems Inc. Updates Earnings Guidance for the Fiscal Year Ending January 31, 2025Veeva Systems Inc. updated earnings guidance for the fiscal year ending January 31, 2025. For the year, the company expects total revenue of $2,704 million - $2,710 million.お知らせ • Aug 22Veeva Systems 's Veeva Vault LIMS Gains Momentum as Companies Unify Quality Assurance and Quality ControlVeeva Systems announced increasing momentum for Veeva Vault LIMS, a modern cloud solution that simplifies end-to-end quality control (QC) business processes. Vault LIMS is unified with Veeva Vault Quality, enabling customers to share data and content across quality applications for more informed batch release decisions. With Vault LIMS, customers are bringing together quality assurance (QA) and QC to improve efficiency, compliance, and right first time execution. By establishing a seamless quality workflow, companies optimize QC to drive test reliability and accuracy while reducing cycle times. For established organizations and fast-growing biotechs, Vault LIMS delivers a complete QC management and test execution solution that can be deployed quickly. This reduces the reliance on IT teams and lowers the total cost of ownership, making the adoption of an advanced LIMS easier for the business.お知らせ • Aug 08Veeva Systems Inc. to Report Q2, 2025 Results on Aug 28, 2024Veeva Systems Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Aug 28, 2024お知らせ • Jul 16Veeva Systems Inc. Announces CFO ChangesOn July 15, 2024, Veeva Systems Inc. announced that Brian Van Wagener will become Veeva's chief financial officer following an approximately 60-day transition with Veeva board member and interim CFO, Tim Cabral. Mr. Cabral will remain on the Veeva Board of Directors. Mr. Van Wagener's expertise spans key disciplines including business and financial planning, sales operations, corporate development, and strategy in the technology, healthcare, and life sciences sectors. In his more than five years at Veeva, he held multiple executive positions as a member of the company's leadership team, including vice president of global sales operations and chief of staff to the CEO. His prior experience at start-ups and established global players includes Monitor Deloitte, Frontier Communications, and BetterUp. As CFO, Mr. Van Wagener will be responsible for finance, accounting, legal, investor relations, and treasury.Reported Earnings • Jun 04First quarter 2025 earnings released: EPS: US$1.00 (vs US$0.82 in 1Q 2024)First quarter 2025 results: EPS: US$1.00 (up from US$0.82 in 1Q 2024). Revenue: US$650.3m (up 24% from 1Q 2024). Net income: US$161.7m (up 23% from 1Q 2024). Profit margin: 25% (in line with 1Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • May 31Veeva Systems Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2024 and for the Fiscal Year Ending January 31, 2025Veeva Systems Inc. provided earnings guidance for the second quarter ending July 31, 2024 and for the fiscal year ending January 31, 2025. For the quarter, the company expects total revenue of $666 million- $669 million. For the year, the company expects total revenue of $2,700 million - $2,710 million.お知らせ • May 18Veeva Systems Inc. Introduces Vault Basics for BiotechsVeeva Systems announced the availability of Veeva Vault Basics, a new offering that includes technology, training, and support designed for biotechs. Vault Basics equips fast-growing companies to deploy Veeva Vault applications with zero implementation and maintenance costs. Biotechs can quickly adopt applications built on industry best practices, establishing a foundation to scale and manage growth. Ten biotechs are live with Vault Basics to drive efficiency, speed, and compliance. Biotechs using Vault Basics can manage end-to-end processes on Vault applications that are always up to date with the latest features and functionality. Vault Basics is available for North America and includes: Vault eTMF Basics to ensure quality, timeliness, and completeness of a clinical trial master file. Vault QualityDocs and Training Basics to drive secure GxP document management and centralize employee training and content. Vault Submissions and Submissions Archive Basics to plan, author, review, and approve regulatory submissions with a complete history of regulatory authority interactions. Additional Vault Basics offerings are planned for availability in 2025.お知らせ • May 10Veeva Systems Inc. to Report Q1, 2025 Results on May 30, 2024Veeva Systems Inc. announced that they will report Q1, 2025 results After-Market on May 30, 2024お知らせ • Apr 25Veeva Systems Inc., Annual General Meeting, Jun 12, 2024Veeva Systems Inc., Annual General Meeting, Jun 12, 2024, at 09:00 Pacific Standard Time. Agenda: To elect the directors; To ratify the appointment of KPMG LLP as independent registered public accounting firm for fiscal year ending January 31, 2025; and to consider other matters.Reported Earnings • Mar 01Full year 2024 earnings released: EPS: US$3.28 (vs US$3.14 in FY 2023)Full year 2024 results: EPS: US$3.28 (up from US$3.14 in FY 2023). Revenue: US$2.36b (up 9.7% from FY 2023). Net income: US$525.7m (up 7.8% from FY 2023). Profit margin: 22% (in line with FY 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Mar 01Veeva Systems Inc. Provides Earnings Guidance for the First Quarter Ending April 30, 2024 and Fiscal Year Ending January 31, 2025Veeva Systems Inc. provided earnings guidance for the first quarter ending April 30, 2024 and fiscal year ending January 31, 2025. For the first quarter, the company expects total revenues between $640 million and $643 million.For the fiscal year ending January 31, 2025, the company expects total revenues between $2,725 million and $2,740 million.お知らせ • Feb 12Veeva Systems Announces Veeva Vault Submissions Publishing ElearningVeeva Systems announced Veeva Vault Submissions Publishing eLearning, a new regulatory information management (RIM) application that educates users on key publishing processes for seamless development of compliant content. With on-demand process-based training, companies can quickly onboard employees to use Veeva Vault Submissions publishing while increasing time to value. Vault Submissions Publishing eLearning provides employees with the resources to remain qualified and current with the latest features and techniques for efficient continuous publishing. The application will offer on-demand, self-paced training on processes and best practices and will be updated three times per year with each release of new Vault Submissions Publishing capabilities. This streamlines employee education and eliminates the need to develop custom in-person training programs, driving efficiency and compliance. More than 400 companies, including 16 of the top 20 biopharmas, use the unified Veeva Vault RIM platform to streamline submission management. In addition, more than 65 organizations use Vault Submission Publishing to speed the delivery of submissions to global health authorities. Veeva's regulatory team continues to partner with customers to simplify operations and accelerate processes.お知らせ • Feb 07Veeva Systems Inc. to Report Q4, 2024 Results on Feb 29, 2024Veeva Systems Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 29, 2024お知らせ • Jan 30Veeva Systems Announces the Availability of the Full Veeva Compass Suite of Commercial Data ProductsVeeva Systems announced the availability of the full Veeva Compass Suite of commercial data products for a more complete view into patient populations and HCP-level insight. Veeva Compass Prescriber and Veeva Compass National are the first to deliver projections for both retail prescriptions and complex procedures, including in-office administered therapies, injections, and infusions. Veeva Compass Suite also includes Compass Patient, granular, longitudinal patient data spanning prescriptions, procedures, and diagnoses. Veeva Compass products are licensed by the brand and give brands unlimited data access, including historical data. Veeva Compass data products are available for the U.S. market and include: Veeva Compass Patient provides granular, anonymous patient data, including prescriptions, procedures, and diagnoses for market assessment, patient journey analytics, patient finding, HCP segmentation and targeting, and triggers and alerts; Veeva Compass Presc subscriber includes projected prescriptions and procedures data at the HCP, HCO, and zip code levels for HCP segmentation and targeting. Veeva Compass National is projected prescriptions and procedures data at The state and national levels for forecasting, market share tracking, and commercial strategy.Reported Earnings • Dec 13Third quarter 2024 earnings released: EPS: US$0.84 (vs US$0.70 in 3Q 2023)Third quarter 2024 results: EPS: US$0.84 (up from US$0.70 in 3Q 2023). Revenue: US$616.5m (up 12% from 3Q 2023). Net income: US$135.2m (up 25% from 3Q 2023). Profit margin: 22% (up from 20% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.お知らせ • Nov 17Veeva Systems Inc. to Report Q3, 2024 Results on Dec 06, 2023Veeva Systems Inc. announced that they will report Q3, 2024 results After-Market on Dec 06, 2023Valuation Update With 7 Day Price Move • Nov 10Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to Mex$2,915, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 30x in the Healthcare Services industry globally. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,633 per share.お知らせ • Nov 10Veeva Systems Inc. provides Earnings Guidance for Its Fiscal Fourth Quarter and Fiscal Year Ending January 31, 2024 and for Its Fiscal Year Ending January 31, 2025Veeva Systems Inc. provided earnings guidance for its fiscal fourth quarter ending January 31, 2024, for its fiscal year ending January 31, 2024 and for its fiscal year ending January 31, 2025. For the quarter, company expects Total revenues between $621 and $623 million. For its fiscal year ending January 31, 2024, company expects Total revenue between $2,353 and $2,355 million.For its fiscal year ending January 31, 2025, company expects total revenue of at least $2,750 million.お知らせ • Sep 01Veeva Systems Inc. Provides Guidance for Its Fiscal Third Quarter Ending October 31, 2023, for Its Fiscal Year Ending January 31, 2024 and for Its Fiscal Year Ending January 31, 2025Veeva is providing guidance for its fiscal third quarter ending October 31, 2023, for its fiscal year ending January 31, 2024 and for its fiscal year ending January 31, 2025. For the year, company expects Total revenues between $614 and $616 million. Non-GAAP operating income between $223 and $225 million, Non-GAAP fully diluted net income per share between $1.26 and $1.27.For its fiscal year ending January 31, 2024, company expects Total revenues between $2,365 and $2,370 million. Non-GAAP operating income of about $820 million. Non-GAAP fully diluted net income per share of approximately $4.68.For its fiscal year ending January 31, 2025, company expects Total revenues of at least $2,800 million. Non-GAAP operating income of at least $1,000 million.Reported Earnings • Sep 01Second quarter 2024 earnings released: EPS: US$0.70 (vs US$0.58 in 2Q 2023)Second quarter 2024 results: EPS: US$0.70 (up from US$0.58 in 2Q 2023). Revenue: US$590.2m (up 11% from 2Q 2023). Net income: US$111.6m (up 23% from 2Q 2023). Profit margin: 19% (up from 17% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.お知らせ • Aug 22Veeva Systems Inc. Appoints Kristine Diamond as Principal Accounting OfficerOn August 17, 2023, the board of directors of Veeva Systems Inc. appointed Kristine Diamond as company’s principal accounting officer, effective August 21, 2023. Prior to joining the company, Ms. Diamond, age 55, served as VP, Corporate Controller for DocuSign Inc. from November 2021 to July 2023. She also served as SVP, Chief Accounting Officer for Poly (formerly Plantronics Inc. and Polycom Inc.) from March 2019 to October 2021 and VP, Corporate Controller from November 2012 to March 2019. Ms. Diamond earned a Bachelor of Business Administration, Accounting from Western Michigan University, and a Master in Business Administration and Management from the University of California, Berkeley, Haas School of Business. Ms. Diamond is also a licensed certified public accountant in the State of Michigan.お知らせ • Aug 09Veeva Systems Inc. to Report Q2, 2024 Results on Aug 30, 2023Veeva Systems Inc. announced that they will report Q2, 2024 results After-Market on Aug 30, 2023お知らせ • Jun 07Veeva Business Consulting Expands with New R&D ServicesVeeva Systems announced the expansion of its business consulting services to help life sciences organizations achieve greater speed and efficiency across the product development lifecycle. Veeva R&D Business Consulting will work closely with customers to apply unique industry data, develop new digital operating models, and optimize the use of technology across clinical, regulatory, and safety. Veeva R&D Business Consulting will provide process and operating model design, data governance and change management services, and Veeva Development Cloud optimization. These offerings complement customer investments in software and will enhance engagements with other service providers for planning and executing critical transformation efforts. Veeva R&D Business Consulting is already supporting clinical, regulatory, and safety initiatives at global biopharmaceutical companies.Recent Insider Transactions • Jun 07Chief Accounting Officer recently sold Mex$1.1m worth of stockOn the 2nd of June, Michele O'Connor sold around 319 shares on-market at roughly Mex$3,462 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$24m more than they bought in the last 12 months.Reported Earnings • Jun 02First quarter 2024 earnings released: EPS: US$0.82 (vs US$0.65 in 1Q 2023)First quarter 2024 results: EPS: US$0.82 (up from US$0.65 in 1Q 2023). Revenue: US$526.3m (up 4.2% from 1Q 2023). Net income: US$131.5m (up 31% from 1Q 2023). Profit margin: 25% (up from 20% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Jun 01Veeva Systems Inc. Provides Guidance for the Fiscal Second Quarter Ending July 31, 2023, Updates Guidance for the Fiscal Year Ending January 31, 2024 and Reiterates Guidance for the Fiscal Year Ending January 31, 2025Veeva Systems Inc. provided guidance for the fiscal second quarter ending July 31, 2023, updated guidance for the fiscal year ending January 31, 2024 and reiterated guidance for the fiscal year ending January 31, 2025. For the quarter, the company expects total revenues between $580 and $582 million.For the fiscal year ending January 31, 2024, the company expects total revenues between $2,360 and $2,370 million.For the fiscal year ending January 31, 2025, the company expects total revenues of at least $2,800 million.お知らせ • May 11Veeva Systems Inc., Annual General Meeting, Jun 21, 2023Veeva Systems Inc., Annual General Meeting, Jun 21, 2023, at 08:00 Pacific Standard Time. Agenda: To consider election of directors; to consider ratification of the appointment of independent registered public accounting firm; to consider approval of an amendment and restatement of certificate of incorporation to eliminate inoperative provisions and update Certain other miscellaneous provisions; and to transact such other business.お知らせ • May 04+ 1 more updateVeeva Systems Introduces Link Workflow, A No-Code Platform for Building Custom Workflow ApplicationsVeeva Systems announced the availability of Veeva Link Workflow, a no-code platform to build custom workflow applications on Veeva Link real-time data. Process owners can easily define workflows with objectives, events, and tasks on Link data including key opinion leaders, key accounts, clinical trials, and research sites. Reports and dashboards provide process visibility while granular security and audit trails assure control and compliance. Veeva Link is a family of connected data applications for real-time intelligence that includes Link Key People, Link Key Accounts, Link Scientific Awareness, Link Medical Insights, Link SiteBase, and Link TrialBase. Customers can build custom workflows on Link data using the Link Workflow no-code platform. Link is a part of Veeva Commercial Cloud, a family of software, data, and services to advance commercial excellence in life sciences. Veeva also announced significant innovations across Commercial Cloud including Vault CRM, the next generation of CRM including new CRM Bot and Service Center applications.Reported Earnings • Apr 01Full year 2023 earnings released: EPS: US$3.14 (vs US$2.79 in FY 2022)Full year 2023 results: EPS: US$3.14 (up from US$2.79 in FY 2022). Revenue: US$2.16b (up 16% from FY 2022). Net income: US$487.7m (up 14% from FY 2022). Profit margin: 23% (in line with FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.株主還元VEEV *MX Healthcare ServicesMX 市場7D4.2%0%0%1Y-36.6%0%0%株主還元を見る業界別リターン: VEEV *過去 1 年間で-30.3 % の収益を上げたMX Healthcare Services業界を下回りました。リターン対市場: VEEV *は、過去 1 年間で15.6 % のリターンを上げたMX市場を下回りました。価格変動Is VEEV *'s price volatile compared to industry and market?VEEV * volatilityVEEV * Average Weekly Movement11.2%Healthcare Services Industry Average Movement0%Market Average Movement0%10% most volatile stocks in MX Market0%10% least volatile stocks in MX Market0%安定した株価: VEEV *の株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のVEEV *のボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト20077,928Peter Gassnerwww.veeva.comVeeva Systems Inc.は、北米、欧州、アジア太平洋地域、中東、アフリカ、中南米のライフサイエンス業界向けにクラウドベースのソフトウェアを提供している。製薬・バイオ企業向けのVeeva Vault CRM Suiteで構成されるVeeva Commercial Cloud、複数のチャネルと地域にまたがる医療コンテンツのソースを提供するVeeva Medical、エンドツーエンドのコンテンツおよびデジタル資産管理ソリューションであるVeeva PromoMats、製薬ブランド向けの分析プラットフォームであるVeeva Crossixを提供している。また、顧客参照データソリューションのVeeva OpenData、ディープデータを提供するVeeva Link、非識別化・縦断的な患者データを含むVeeva Compass、アクセスとマルチチャネルのエンゲージメントメトリクスを提供するVeeva CRM Pulseで構成されるVeeva Data Cloudも提供している。さらに、臨床試験の実施を促進するVeeva Clinical Platform、スポンサーやCROが臨床試験を設計・実施するのを支援するVeeva Clinical Data Management、システムとプロセスを統合するVeeva Safety、規制情報管理機能を提供するVeeva RIMで構成されるVeeva Development Cloud、ライフサイエンスや消費者製品業界で使用されるVeeva Quality Cloud、Veeva Business Consultingサービスも提供している。さらに、導入・展開計画、プロジェクト管理、要件分析、ソリューション設計、構成、システム環境管理、展開、ビジネス・業務プロセスの改善・変革に特化したサービス、データ移行やシステム統合に関する技術コンサルティングサービス、トレーニング、システム管理のアウトソーシングなど継続的なマネージドサービスなど、専門的かつサポートサービスも提供している。2009年4月に社名をVeeva Systems Inc.に変更。2007年に法人化され、カリフォルニア州プレザントンに本社を置いている。もっと見るVeeva Systems Inc. 基礎のまとめVeeva Systems の収益と売上を時価総額と比較するとどうか。VEEV * 基礎統計学時価総額Mex$548.35b収益（TTM）Mex$16.53b売上高(TTM)Mex$58.27b32.5xPER（株価収益率9.2xP/SレシオVEEV * は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計VEEV * 損益計算書（TTM）収益US$3.32b売上原価US$829.12m売上総利益US$2.49bその他の費用US$1.55b収益US$941.65m直近の収益報告Apr 30, 2026次回決算日該当なし一株当たり利益（EPS）5.80グロス・マージン75.02%純利益率28.37%有利子負債／自己資本比率0%VEEV * の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/08 22:29終値2026/07/08 00:00収益2026/04/30年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Veeva Systems Inc. 28 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。43 アナリスト機関Joseph VruwinkBairdSaket KaliaBarclaysSean DodgeBMO Capital Markets Equity Research40 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$3,044, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 11x in the Healthcare Services industry globally. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,597 per share.
お知らせ • Jun 29+ 4 more updatesVeeva Systems Inc.(NYSE:VEEV) dropped from Russell 1000 Growth-Defensive IndexVeeva Systems Inc.(NYSE:VEEV) dropped from Russell 1000 Growth-Defensive Index
お知らせ • Jun 25Veeva Systems Announces Veeva Ehs Application in Veeva Quality Cloud for Environmental, Health, and SafetyVeeva Systems announced Veeva EHS, a new application in Veeva Quality Cloud for environmental, health, and safety. With Veeva EHS, manufacturing and testing sites can proactively identify, manage, and mitigate operational and environmental risks and ensure global compliance readiness. Veeva EHS will provide an intuitive way to report safety incidents on the spot and manage investigations from start to finish. Because it connects directly with Veeva QMS and Veeva Training, a safety event can automatically trigger a quality deviation and assign targeted retraining, eliminating duplicate data entry and ensuring compliance. Delivering an advanced, automated approach to managing environmental, health, and safety processes, Veeva EHS will free up time for EHS teams and ensure quick and accurate execution. Organizations replacing legacy EHS systems with a unified platform will gain real-time transparency into leading indicators of risk for more informed decisions and a proactive approach to prevention. Planned for early adopter availability in August 2026, Veeva EHS marks a significant step in how organizations manage environmental, health, and safety responsibilities with increased transparency and intelligent automation.
お知らせ • Jun 04Veeva Systems Inc. Updates Earnings Guidance for the Fiscal Year Ending January 31, 2027Veeva Systems Inc. updated earnings guidance for the fiscal year ending January 31, 2027. For the year, the company expects total revenues to be between $3,635 Million and $3,645 Million.
Reported Earnings • Jun 04First quarter 2027 earnings released: EPS: US$1.60 (vs US$1.40 in 1Q 2026)First quarter 2027 results: EPS: US$1.60 (up from US$1.40 in 1Q 2026). Revenue: US$882.9m (up 16% from 1Q 2026). Net income: US$260.9m (up 14% from 1Q 2026). Profit margin: 30% (in line with 1Q 2026). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Jun 04+ 1 more updateVeeva Systems Showcases Upcoming Veeva Falcon Agentic Labor Platform and New Vault AI InnovationsVeeva Systems showcased its upcoming Veeva Falcon agentic labor platform and new Vault AI innovations. Veeva shared Vault AI Agents available today and the planned release of Vault AI across all Vault applications in August 2026. The company also previewed Veeva Falcon agentic labor to reduce cost, increase speed, and maintain compliance in drug development. Planned for early adopters in late 2026, Falcon agentic labor will initially focus on trial master file document intake and quality control, health authority correspondence in regulatory, and safety case triage and intake. Haleon and Sanofi preparing for agentic AI in quality that prioritizes efficiency gains. Novo Nordisk simplifying pharmacovigilance to improve efficiency and global data management. UCB modernizing system validation to support GxP readiness and continuous compliance.
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$3,044, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 11x in the Healthcare Services industry globally. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,597 per share.
お知らせ • Jun 29+ 4 more updatesVeeva Systems Inc.(NYSE:VEEV) dropped from Russell 1000 Growth-Defensive IndexVeeva Systems Inc.(NYSE:VEEV) dropped from Russell 1000 Growth-Defensive Index
お知らせ • Jun 25Veeva Systems Announces Veeva Ehs Application in Veeva Quality Cloud for Environmental, Health, and SafetyVeeva Systems announced Veeva EHS, a new application in Veeva Quality Cloud for environmental, health, and safety. With Veeva EHS, manufacturing and testing sites can proactively identify, manage, and mitigate operational and environmental risks and ensure global compliance readiness. Veeva EHS will provide an intuitive way to report safety incidents on the spot and manage investigations from start to finish. Because it connects directly with Veeva QMS and Veeva Training, a safety event can automatically trigger a quality deviation and assign targeted retraining, eliminating duplicate data entry and ensuring compliance. Delivering an advanced, automated approach to managing environmental, health, and safety processes, Veeva EHS will free up time for EHS teams and ensure quick and accurate execution. Organizations replacing legacy EHS systems with a unified platform will gain real-time transparency into leading indicators of risk for more informed decisions and a proactive approach to prevention. Planned for early adopter availability in August 2026, Veeva EHS marks a significant step in how organizations manage environmental, health, and safety responsibilities with increased transparency and intelligent automation.
お知らせ • Jun 04Veeva Systems Inc. Updates Earnings Guidance for the Fiscal Year Ending January 31, 2027Veeva Systems Inc. updated earnings guidance for the fiscal year ending January 31, 2027. For the year, the company expects total revenues to be between $3,635 Million and $3,645 Million.
Reported Earnings • Jun 04First quarter 2027 earnings released: EPS: US$1.60 (vs US$1.40 in 1Q 2026)First quarter 2027 results: EPS: US$1.60 (up from US$1.40 in 1Q 2026). Revenue: US$882.9m (up 16% from 1Q 2026). Net income: US$260.9m (up 14% from 1Q 2026). Profit margin: 30% (in line with 1Q 2026). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Jun 04+ 1 more updateVeeva Systems Showcases Upcoming Veeva Falcon Agentic Labor Platform and New Vault AI InnovationsVeeva Systems showcased its upcoming Veeva Falcon agentic labor platform and new Vault AI innovations. Veeva shared Vault AI Agents available today and the planned release of Vault AI across all Vault applications in August 2026. The company also previewed Veeva Falcon agentic labor to reduce cost, increase speed, and maintain compliance in drug development. Planned for early adopters in late 2026, Falcon agentic labor will initially focus on trial master file document intake and quality control, health authority correspondence in regulatory, and safety case triage and intake. Haleon and Sanofi preparing for agentic AI in quality that prioritizes efficiency gains. Novo Nordisk simplifying pharmacovigilance to improve efficiency and global data management. UCB modernizing system validation to support GxP readiness and continuous compliance.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$3,247, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 14x in the Healthcare Services industry globally. Total loss to shareholders of 3.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,757 per share.
Buy Or Sell Opportunity • May 30Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to Mex$2,749. The fair value is estimated to be Mex$3,442, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • May 14Veeva Systems Inc. to Report Q1, 2027 Results on Jun 03, 2026Veeva Systems Inc. announced that they will report Q1, 2027 results After-Market on Jun 03, 2026
Buy Or Sell Opportunity • May 08Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to Mex$2,850. The fair value is estimated to be Mex$3,719, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • May 07+ 1 more updateVeeva Systems Inc.(NYSE:VEEV) dropped from Russell Small Cap Comp Growth IndexVeeva Systems Inc.(NYSE:VEEV) dropped from Russell Small Cap Comp Growth Index
お知らせ • May 06Veeva Systems Inc., Annual General Meeting, Jun 17, 2026Veeva Systems Inc., Annual General Meeting, Jun 17, 2026.
Buy Or Sell Opportunity • Apr 10Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 39% to Mex$2,620. The fair value is estimated to be Mex$3,499, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 20%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • Mar 11Veeva Systems Inc. (NYSE:VEEV) acquired Rise Healthcare Tech, Inc from group of shareholders for $100 Million.Veeva Systems Inc. (NYSE:VEEV) acquired Rise Healthcare Tech, Inc from group of shareholders for $100 Million on March 10, 2026. Ostro will operate as an independent unit led by CEO Chase Feiger. Veeva Systems Inc. (NYSE:VEEV) completed the acquisition of Rise Healthcare Tech, Inc from group of shareholders on March 10, 2026.
Reported Earnings • Mar 05Full year 2026 earnings released: EPS: US$5.55 (vs US$4.41 in FY 2025)Full year 2026 results: EPS: US$5.55 (up from US$4.41 in FY 2025). Revenue: US$3.20b (up 16% from FY 2025). Net income: US$908.9m (up 27% from FY 2025). Profit margin: 28% (up from 26% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 05Veeva Systems Inc. Provides Earnings Guidance for the First Quarter Ending April 30, 2026 and Fiscal Year Ending January 31, 2027Veeva Systems Inc. provided earnings guidance for the first quarter ending April 30, 2026 and fiscal year ending January 31, 2027. For the quarter, the company expected total revenues between $855 and $858 million. For the year 2027, the company expected total revenues between $3,585 and $3,600 million.
お知らせ • Feb 12Veeva Systems Inc. to Report Q4, 2026 Results on Mar 04, 2026Veeva Systems Inc. announced that they will report Q4, 2026 results After-Market on Mar 04, 2026
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to Mex$3,300, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 16x in the Healthcare Services industry globally. Total loss to shareholders of 1.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,249 per share.
お知らせ • Jan 08Veeva Announces Environmental Monitoring Solution to Modernize Quality Control in ManufacturingVeeva Systems announced a new environmental monitoring (EM) solution to advance quality control (QC) for manufacturing operations. Veeva Environmental Monitoring, a cloud-native application unified with Veeva LIMS, will enable laboratories and manufacturing facilities to schedule, collect, and analyze environmental samples to ensure compliance with GMP and internal sterility standards. Part of Veeva Quality Cloud, Veeva Environmental Monitoring will seamlessly integrate with Veeva quality applications to eliminate data silos and paper-based processes that slow batch release. With unified QC, users can automatically initiate quality events in Veeva QMS, surface procedures from Veeva QualityDocs, and publish critical environmental monitoring data to Veeva Batch Release to optimize the batch release process.
お知らせ • Jan 06Veeva Systems Inc. (NYSE:VEEV) announces an Equity Buyback for $2,000 million worth of its shares.Veeva Systems Inc. (NYSE:VEEV) announces an share repurchase program. Under the program, the company will repurchases up to $2,000 million worth of its Class A common stock. The program has a term of 2 years, does not obligate Veeva to acquire a specific number of shares of Class A common stock, and may be canceled or suspended at any time without notice.
Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 13Veeva Systems Inc. Appoints Vipin Kondath as Principal Accounting Officer, Effective December 12, 2025On December 10, 2025, the board of directors of Veeva Systems Inc. appointed Vipin Kondath as its principal accounting officer, effective December 12, 2025. Vipin Kondath, age 50, has served as Veeva’s VP, Corporate Controller since April 2022. From August 2019 to March 2022, he served as Veeva’s Senior Director of Revenue Accounting. Mr. Kondath holds a Bachelor of Commerce degree from Mahatma Gandhi University, and is a chartered accountant from India and a certified public accountant in the State of California. Mr. Kondath also entered into Veeva’s standard form of indemnification agreement and there was no change to his compensation arrangements as a result of the appointment.
お知らせ • Dec 03Veeva Systems Announces the Availability of Veeva Ai Agents for Vault CRM and PromoMatsVeeva Systems announced the availability of Veeva AI Agents for Vault CRM and PromoMats. Veeva AI in the Veeva Vault Platform and deep, specialized AI agents working in Veeva applications deliver practical AI with clear business value. Additional Veeva AI Agents for clinical, regulatory, safety, quality, medical, and commercial are planned for release throughout 2026. Veeva AI Now Available for Vault CRM: Free Text Agent detects and flags potential issues in call notes to ensure accuracy and compliance. With more in-depth call reporting, companies gain the advantage of richer, higher quality customer insights. Voice Agent enables voice input for Vault CRM so it's faster and easier for field teams to capture information and follow-up actions. Pre-call Agent provides insights and suggested actions from relevant data, content, activity, and trends that help field reps prepare for calls. Veeva AI Now available for PromoMats: Quick Check Agent scans content using editorial, brand, market, channel, and compliance guidelines to address issues before medical, legal, regulatory (MLR) review. Content Agent provides context-aware insights into document text and images, answers questions, summarizes content, analyzes visuals, and draws from Quick Check Agent to assist with document review. Veeva AI Agents work seamlessly within Veeva applications and have direct, secure access to data, documents, and workflows and operate within established user access controls, permissions, and audit trails. Customers can also configure and extend Veeva-delivered AI Agents and build their own custom agents with Veeva AI. Veeva Business Consulting provides support for the business process design and change management necessary as companies define new business and process flows among users and agents.
Reported Earnings • Nov 22Third quarter 2026 earnings released: EPS: US$1.44 (vs US$1.15 in 3Q 2025)Third quarter 2026 results: EPS: US$1.44 (up from US$1.15 in 3Q 2025). Revenue: US$811.2m (up 16% from 3Q 2025). Net income: US$236.2m (up 27% from 3Q 2025). Profit margin: 29% (up from 27% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 21Veeva Systems Inc. Provides Earnings Guidance for the Fiscal Fourth Quarter Ending January 31, 2026 and Updates Earnings Guidance for the Fiscal Year Ending January 31, 2026Veeva Systems Inc. provides earnings guidance for the fiscal fourth quarter ending January 31, 2026 and updates earnings guidance for the fiscal year ending January 31, 2026. For the quarter, the company expects total revenues between $807 million and $810 million. The company is providing updated guidance for its fiscal year ending January 31, 2026 as follows: Total revenues between $3,166 and $3,169 million.
Board Change • Nov 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 19Veeva Systems Inc. Announces Executive ChangesOn November 17, 2025, Kristine Diamond, Chief Accounting Officer, informed Veeva Systems Inc. of her decision to resign from her position effective as of December 11, 2025. Upon Ms. Diamond’s departure, Brian Van Wagener, Chief Financial Officer of Veeva, will serve as principal accounting officer until a replacement is named.
お知らせ • Oct 31Veeva Systems Inc. to Report Q3, 2026 Results on Nov 20, 2025Veeva Systems Inc. announced that they will report Q3, 2026 results After-Market on Nov 20, 2025
Board Change • Oct 06Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 28Second quarter 2026 earnings released: EPS: US$1.23 (vs US$1.06 in 2Q 2025)Second quarter 2026 results: EPS: US$1.23 (up from US$1.06 in 2Q 2025). Revenue: US$789.1m (up 17% from 2Q 2025). Net income: US$200.3m (up 17% from 2Q 2025). Profit margin: 25% (in line with 2Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 07Veeva Systems Inc. to Report Q2, 2026 Results on Aug 27, 2025Veeva Systems Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Aug 27, 2025
Board Change • Jul 31Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 25Grunenthal Advances Global Regulatory Information Management and Operations with Veeva RIMVeeva Systems announced that Grunenthal is advancing its global regulatory organization with Veeva RIM. By streamlining regulatory information management (RIM) on a single, cloud-based platform, Grunenthal can respond faster to changing regulations and increase process efficiency, from submission planning to health authority submissions to tracking of approvals and decisions. Grunenthal is a leader in pain management focused on addressing unmet medical needs worldwide. With Veeva RIM, the company gains stronger alignment across global regulatory teams, improved data oversight, and the flexibility to scale. By bringing all cross-functional regulatory processes and information together in one application, teams can efficiently respond to regulatory needs and ensure ongoing compliance globally.
Reported Earnings • May 29First quarter 2026 earnings released: EPS: US$1.40 (vs US$1.00 in 1Q 2025)First quarter 2026 results: EPS: US$1.40 (up from US$1.00 in 1Q 2025). Revenue: US$759.0m (up 17% from 1Q 2025). Net income: US$228.2m (up 41% from 1Q 2025). Profit margin: 30% (up from 25% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • May 29Veeva Systems Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2025 and Fiscal Year Ending January 31, 2026Veeva Systems Inc. provided earnings guidance for the second quarter ending July 31, 2025 and updated earnings guidance fiscal year ending January 31, 2026. For the second quarter, the company expects total revenues between $766 million and $769 million. For the full year, the company expects total revenues between $3,090 million and $3,100 million.
Board Change • May 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 08Veeva Systems Inc. to Report Q1, 2026 Results on May 28, 2025Veeva Systems Inc. announced that they will report Q1, 2026 results After-Market on May 28, 2025
お知らせ • May 06Veeva Systems Inc., Annual General Meeting, Jun 18, 2025Veeva Systems Inc., Annual General Meeting, Jun 18, 2025.
お知らせ • Apr 30Veeva Systems Announces Veeva AIVeeva Systems announced Veeva AI, a major new initiative that adds AI to the Veeva Vault Platform and Veeva applications to help life sciences companies automate tasks and improve employee productivity using AI Agents and AI Shortcuts. Veeva AI provides a fast and efficient way to introduce application-specific AI Agents based on large language models (LLMs) into existing Veeva applications and enable end users with AI Short cuts. Veeva AI will work in all Veeva applications across all major areas, including clinical, regulatory, safety, quality, medical, and commercial. Veeva AI Shortcuts empower end users with the ability to easily set up personal AI-powered automations to accomplish frequent user-specific tasks such as helping with workflows, generating insights, or researching a topic. The first release of Veeva AI is planned for December 2025 and will be licensed at the Vault level with a simple and reasonable subscription fee to encourage industry adoption that is both broad and thoughtful.
Board Change • Apr 29Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 15Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 01Veeva Announces Research Site Clinical Trial Management SystemVeeva Systems announced Veeva SiteVault CTMS, a clinical trial management system for research sites that is integrated with SiteVault eISF and SiteVault eConsent to allow sites to comprehensively manage clinical trials within one main system. Integration with sponsors using Veeva's Clinical Platform gives sites seamless bidirectional data flow to sponsors to reduce manual processes and increase efficiency. Veeva SiteVault CTMS is planned for initial release in August 2025 and will be free for sites with up to 20 concurrent active studies. Learn more about Veeva SiteVault CTMS and see a live demo during ACRP 2025, April 24-27, in New Orleans.
Reported Earnings • Mar 26Full year 2025 earnings released: EPS: US$4.41 (vs US$3.28 in FY 2024)Full year 2025 results: EPS: US$4.41 (up from US$3.28 in FY 2024). Revenue: US$2.75b (up 16% from FY 2024). Net income: US$714.1m (up 36% from FY 2024). Profit margin: 26% (up from 22% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Board Change • Mar 13Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 13Veeva Systems Inc. Announces Retirement of Tina Hunt from Board of DirectorsOn March 10, 2025, Tina Hunt informed the board of directors of Veeva Systems Inc. of her intention to retire from her role as a director on the Board, effective immediately prior to the 2025 annual meeting of Veeva’s shareholders. Therefore, Dr. Hunt will not stand for re-election at the 2025 Annual Meeting.
Reported Earnings • Mar 06Full year 2025 earnings released: EPS: US$4.41 (vs US$3.28 in FY 2024)Full year 2025 results: EPS: US$4.41 (up from US$3.28 in FY 2024). Revenue: US$2.75b (up 16% from FY 2024). Net income: US$714.1m (up 36% from FY 2024). Profit margin: 26% (up from 22% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 06Veeva Systems Inc. Provides Earnings Guidance for Fiscal First Quarter Ending April 30, 2025, and for Fiscal Year Ending January 31, 2026Veeva Systems Inc. provided earnings guidance for fiscal first quarter ending April 30, 2025, and for fiscal year ending January 31, 2026. For the quarter, the company expects Total revenues between $726 and $729 million. For the year, the company expects Total revenues between $3,040 and $3,055 million.
お知らせ • Mar 05Veeva CRM Pulse Improves Segmentation and Targeting with Brick-Level Hcp Access Data for 21 CountriesVeeva Systems announced Veeva CRM Pulse, a data subscription that provides quarterly healthcare professional access and multichannel engagement metrics for the life sciences industry. With HCP access data as an input for segmentation, targeting, and engagement planning, Pulse provides immediate value for commercial operations and data analytics teams. Pulse is unique in giving customers HCP data that has: True Industry Census: Based on global usage of Veeva's leading CRM Suite, Pulse is the most complete, timely, and accurate data set for HCP access. Unmatched Coverage: Access and engagement metrics by channel are available for more than three million HCPs across 102 specialties and 21 countries. Aggregated for Data Privacy: HCP metrics are segmented and aggregated by country, specialty, and brick for data privacy. Quarterly data releases for 2025 will begin this April. Additional countries in Asia and Europe are planned for availability next year.
Board Change • Feb 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 13Veeva Systems Inc. to Report Q4, 2025 Results on Mar 05, 2025Veeva Systems Inc. announced that they will report Q4, 2025 results After-Market on Mar 05, 2025
Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Dec 06Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$5,150. The fair value is estimated to be Mex$4,274, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 14%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Reported Earnings • Dec 06Third quarter 2025 earnings released: EPS: US$1.15 (vs US$0.84 in 3Q 2024)Third quarter 2025 results: EPS: US$1.15 (up from US$0.84 in 3Q 2024). Revenue: US$699.2m (up 13% from 3Q 2024). Net income: US$185.8m (up 38% from 3Q 2024). Profit margin: 27% (up from 22% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Dec 06Veeva Systems Inc. Provides Revenue Guidance for the Fourth Quarter and Full Year Ending January 31, 2025Veeva Systems Inc. provided revenue guidance for the fourth quarter and full year ending January 31, 2025. For the quarter, the company expects total revenues between $696 and $699 million. For the year, the company expects total revenues between $2,722 and $2,725 million.
お知らせ • Nov 26Veeva Systems Announces Vault CRM Bot and Vault CRM Voice Control, Two New GenAI Capabilities in Vault CRMVeeva Systems announced Vault CRM Bot and Vault CRM Voice Control, two new GenAI capabilities in Vault CRM. Unveiled at Veeva Commercial Summit Europe, CRM Bot and Voice Control join a host of new innovations coming to Vault CRM next year. With these new capabilities, companies can deploy AI that will have immediate value by boosting field productivity. CRM Bot embeds the large language model (LLM) of your choice into Vault CRM to enable a wide range of context-driven tasks including pre-call planning, suggested actions, recommended content, and context-specific learning. Planned for availability in late 2025, CRM Bot is included in Vault CRM for no additional charge and requires the Vault Direct Data API.AI-powered Voice Control brings the human voice as a user interface into Vault CRM by leveraging Apple Intelligence for hands-free operation of CRM via spoken commands. Planned for availability in late 2025, Voice Control is included in Vault CRM for no additional charge and requires Apple Intelligence and compatible devices. Delivering AI within its products – like CRM Bot and Voice Control – is part of Veeva's overall strategy to help enable AI for the life sciences industry. Veeva also provides the Vault Direct Data API for high-speed access to data needed for AI and the Veeva AI Partner Program that enables customers and partners to more easily build AI applications that integrate seamlessly with Vault applications.
お知らせ • Nov 15Veeva Systems Inc. to Report Q3, 2025 Results on Dec 05, 2024Veeva Systems Inc. announced that they will report Q3, 2025 results After-Market on Dec 05, 2024
New Risk • Oct 18New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 11% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (11% increase in shares outstanding).
お知らせ • Sep 16Veeva Systems Inc. Announces Chief Financial Officer ChangesVeeva Systems Inc. announced on September 11, 2024, the board of directors of the company appointed Brian Van Wagener as Chief Financial Officer, effective as of September 16, 2024 (the Effective Date). Prior to such appointment, Mr. Van Wagener was serving as Veeva’s Executive Vice President, Finance. Mr. Van Wagener will serve as Veeva’s principal financial officer. Mr. Van Wagener, age 42, brought to Veeva 20 years of corporate and consulting experience across the technology, healthcare, and life sciences sectors. He joined Veeva from BetterUp, where he was SVP, GTM Strategy and Operations since February 2023. Prior to joining BetterUp, he served in multiple roles at Veeva from 2017 to 2023, including as VP, Global Sales Operations, Chief People Officer, and Chief of Staff to the CEO. Over his career, Mr. Van Wagener also held positions at Frontier Communications and Monitor Deloitte, with responsibilities for strategic planning, business development, marketing, advanced analytics, and financial planning and analysis. Mr. Van Wagener earned a Bachelor of Arts degree in International Relations from Dartmouth College and a Master of Business Administration from Northwestern University’s Kellogg School of Management. As of the Effective Date, Tim Cabral has resigned from his position as Interim Chief Financial Officer of Veeva. Mr. Cabral will remain on the Veeva Board of Directors.
Valuation Update With 7 Day Price Move • Sep 11Investor sentiment improves as stock rises 24%After last week's 24% share price gain to Mex$4,458, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 12x in the Healthcare Services industry globally. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,315 per share.
Reported Earnings • Aug 31Second quarter 2025 earnings released: EPS: US$1.06 (vs US$0.70 in 2Q 2024)Second quarter 2025 results: EPS: US$1.06 (up from US$0.70 in 2Q 2024). Revenue: US$676.2m (up 15% from 2Q 2024). Net income: US$171.0m (up 53% from 2Q 2024). Profit margin: 25% (up from 19% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Aug 29+ 1 more updateVeeva Systems Inc. Updates Earnings Guidance for the Fiscal Year Ending January 31, 2025Veeva Systems Inc. updated earnings guidance for the fiscal year ending January 31, 2025. For the year, the company expects total revenue of $2,704 million - $2,710 million.
お知らせ • Aug 22Veeva Systems 's Veeva Vault LIMS Gains Momentum as Companies Unify Quality Assurance and Quality ControlVeeva Systems announced increasing momentum for Veeva Vault LIMS, a modern cloud solution that simplifies end-to-end quality control (QC) business processes. Vault LIMS is unified with Veeva Vault Quality, enabling customers to share data and content across quality applications for more informed batch release decisions. With Vault LIMS, customers are bringing together quality assurance (QA) and QC to improve efficiency, compliance, and right first time execution. By establishing a seamless quality workflow, companies optimize QC to drive test reliability and accuracy while reducing cycle times. For established organizations and fast-growing biotechs, Vault LIMS delivers a complete QC management and test execution solution that can be deployed quickly. This reduces the reliance on IT teams and lowers the total cost of ownership, making the adoption of an advanced LIMS easier for the business.
お知らせ • Aug 08Veeva Systems Inc. to Report Q2, 2025 Results on Aug 28, 2024Veeva Systems Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Aug 28, 2024
お知らせ • Jul 16Veeva Systems Inc. Announces CFO ChangesOn July 15, 2024, Veeva Systems Inc. announced that Brian Van Wagener will become Veeva's chief financial officer following an approximately 60-day transition with Veeva board member and interim CFO, Tim Cabral. Mr. Cabral will remain on the Veeva Board of Directors. Mr. Van Wagener's expertise spans key disciplines including business and financial planning, sales operations, corporate development, and strategy in the technology, healthcare, and life sciences sectors. In his more than five years at Veeva, he held multiple executive positions as a member of the company's leadership team, including vice president of global sales operations and chief of staff to the CEO. His prior experience at start-ups and established global players includes Monitor Deloitte, Frontier Communications, and BetterUp. As CFO, Mr. Van Wagener will be responsible for finance, accounting, legal, investor relations, and treasury.
Reported Earnings • Jun 04First quarter 2025 earnings released: EPS: US$1.00 (vs US$0.82 in 1Q 2024)First quarter 2025 results: EPS: US$1.00 (up from US$0.82 in 1Q 2024). Revenue: US$650.3m (up 24% from 1Q 2024). Net income: US$161.7m (up 23% from 1Q 2024). Profit margin: 25% (in line with 1Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • May 31Veeva Systems Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2024 and for the Fiscal Year Ending January 31, 2025Veeva Systems Inc. provided earnings guidance for the second quarter ending July 31, 2024 and for the fiscal year ending January 31, 2025. For the quarter, the company expects total revenue of $666 million- $669 million. For the year, the company expects total revenue of $2,700 million - $2,710 million.
お知らせ • May 18Veeva Systems Inc. Introduces Vault Basics for BiotechsVeeva Systems announced the availability of Veeva Vault Basics, a new offering that includes technology, training, and support designed for biotechs. Vault Basics equips fast-growing companies to deploy Veeva Vault applications with zero implementation and maintenance costs. Biotechs can quickly adopt applications built on industry best practices, establishing a foundation to scale and manage growth. Ten biotechs are live with Vault Basics to drive efficiency, speed, and compliance. Biotechs using Vault Basics can manage end-to-end processes on Vault applications that are always up to date with the latest features and functionality. Vault Basics is available for North America and includes: Vault eTMF Basics to ensure quality, timeliness, and completeness of a clinical trial master file. Vault QualityDocs and Training Basics to drive secure GxP document management and centralize employee training and content. Vault Submissions and Submissions Archive Basics to plan, author, review, and approve regulatory submissions with a complete history of regulatory authority interactions. Additional Vault Basics offerings are planned for availability in 2025.
お知らせ • May 10Veeva Systems Inc. to Report Q1, 2025 Results on May 30, 2024Veeva Systems Inc. announced that they will report Q1, 2025 results After-Market on May 30, 2024
お知らせ • Apr 25Veeva Systems Inc., Annual General Meeting, Jun 12, 2024Veeva Systems Inc., Annual General Meeting, Jun 12, 2024, at 09:00 Pacific Standard Time. Agenda: To elect the directors; To ratify the appointment of KPMG LLP as independent registered public accounting firm for fiscal year ending January 31, 2025; and to consider other matters.
Reported Earnings • Mar 01Full year 2024 earnings released: EPS: US$3.28 (vs US$3.14 in FY 2023)Full year 2024 results: EPS: US$3.28 (up from US$3.14 in FY 2023). Revenue: US$2.36b (up 9.7% from FY 2023). Net income: US$525.7m (up 7.8% from FY 2023). Profit margin: 22% (in line with FY 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Mar 01Veeva Systems Inc. Provides Earnings Guidance for the First Quarter Ending April 30, 2024 and Fiscal Year Ending January 31, 2025Veeva Systems Inc. provided earnings guidance for the first quarter ending April 30, 2024 and fiscal year ending January 31, 2025. For the first quarter, the company expects total revenues between $640 million and $643 million.For the fiscal year ending January 31, 2025, the company expects total revenues between $2,725 million and $2,740 million.
お知らせ • Feb 12Veeva Systems Announces Veeva Vault Submissions Publishing ElearningVeeva Systems announced Veeva Vault Submissions Publishing eLearning, a new regulatory information management (RIM) application that educates users on key publishing processes for seamless development of compliant content. With on-demand process-based training, companies can quickly onboard employees to use Veeva Vault Submissions publishing while increasing time to value. Vault Submissions Publishing eLearning provides employees with the resources to remain qualified and current with the latest features and techniques for efficient continuous publishing. The application will offer on-demand, self-paced training on processes and best practices and will be updated three times per year with each release of new Vault Submissions Publishing capabilities. This streamlines employee education and eliminates the need to develop custom in-person training programs, driving efficiency and compliance. More than 400 companies, including 16 of the top 20 biopharmas, use the unified Veeva Vault RIM platform to streamline submission management. In addition, more than 65 organizations use Vault Submission Publishing to speed the delivery of submissions to global health authorities. Veeva's regulatory team continues to partner with customers to simplify operations and accelerate processes.
お知らせ • Feb 07Veeva Systems Inc. to Report Q4, 2024 Results on Feb 29, 2024Veeva Systems Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 29, 2024
お知らせ • Jan 30Veeva Systems Announces the Availability of the Full Veeva Compass Suite of Commercial Data ProductsVeeva Systems announced the availability of the full Veeva Compass Suite of commercial data products for a more complete view into patient populations and HCP-level insight. Veeva Compass Prescriber and Veeva Compass National are the first to deliver projections for both retail prescriptions and complex procedures, including in-office administered therapies, injections, and infusions. Veeva Compass Suite also includes Compass Patient, granular, longitudinal patient data spanning prescriptions, procedures, and diagnoses. Veeva Compass products are licensed by the brand and give brands unlimited data access, including historical data. Veeva Compass data products are available for the U.S. market and include: Veeva Compass Patient provides granular, anonymous patient data, including prescriptions, procedures, and diagnoses for market assessment, patient journey analytics, patient finding, HCP segmentation and targeting, and triggers and alerts; Veeva Compass Presc subscriber includes projected prescriptions and procedures data at the HCP, HCO, and zip code levels for HCP segmentation and targeting. Veeva Compass National is projected prescriptions and procedures data at The state and national levels for forecasting, market share tracking, and commercial strategy.
Reported Earnings • Dec 13Third quarter 2024 earnings released: EPS: US$0.84 (vs US$0.70 in 3Q 2023)Third quarter 2024 results: EPS: US$0.84 (up from US$0.70 in 3Q 2023). Revenue: US$616.5m (up 12% from 3Q 2023). Net income: US$135.2m (up 25% from 3Q 2023). Profit margin: 22% (up from 20% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
お知らせ • Nov 17Veeva Systems Inc. to Report Q3, 2024 Results on Dec 06, 2023Veeva Systems Inc. announced that they will report Q3, 2024 results After-Market on Dec 06, 2023
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to Mex$2,915, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 30x in the Healthcare Services industry globally. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,633 per share.
お知らせ • Nov 10Veeva Systems Inc. provides Earnings Guidance for Its Fiscal Fourth Quarter and Fiscal Year Ending January 31, 2024 and for Its Fiscal Year Ending January 31, 2025Veeva Systems Inc. provided earnings guidance for its fiscal fourth quarter ending January 31, 2024, for its fiscal year ending January 31, 2024 and for its fiscal year ending January 31, 2025. For the quarter, company expects Total revenues between $621 and $623 million. For its fiscal year ending January 31, 2024, company expects Total revenue between $2,353 and $2,355 million.For its fiscal year ending January 31, 2025, company expects total revenue of at least $2,750 million.
お知らせ • Sep 01Veeva Systems Inc. Provides Guidance for Its Fiscal Third Quarter Ending October 31, 2023, for Its Fiscal Year Ending January 31, 2024 and for Its Fiscal Year Ending January 31, 2025Veeva is providing guidance for its fiscal third quarter ending October 31, 2023, for its fiscal year ending January 31, 2024 and for its fiscal year ending January 31, 2025. For the year, company expects Total revenues between $614 and $616 million. Non-GAAP operating income between $223 and $225 million, Non-GAAP fully diluted net income per share between $1.26 and $1.27.For its fiscal year ending January 31, 2024, company expects Total revenues between $2,365 and $2,370 million. Non-GAAP operating income of about $820 million. Non-GAAP fully diluted net income per share of approximately $4.68.For its fiscal year ending January 31, 2025, company expects Total revenues of at least $2,800 million. Non-GAAP operating income of at least $1,000 million.
Reported Earnings • Sep 01Second quarter 2024 earnings released: EPS: US$0.70 (vs US$0.58 in 2Q 2023)Second quarter 2024 results: EPS: US$0.70 (up from US$0.58 in 2Q 2023). Revenue: US$590.2m (up 11% from 2Q 2023). Net income: US$111.6m (up 23% from 2Q 2023). Profit margin: 19% (up from 17% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings.
お知らせ • Aug 22Veeva Systems Inc. Appoints Kristine Diamond as Principal Accounting OfficerOn August 17, 2023, the board of directors of Veeva Systems Inc. appointed Kristine Diamond as company’s principal accounting officer, effective August 21, 2023. Prior to joining the company, Ms. Diamond, age 55, served as VP, Corporate Controller for DocuSign Inc. from November 2021 to July 2023. She also served as SVP, Chief Accounting Officer for Poly (formerly Plantronics Inc. and Polycom Inc.) from March 2019 to October 2021 and VP, Corporate Controller from November 2012 to March 2019. Ms. Diamond earned a Bachelor of Business Administration, Accounting from Western Michigan University, and a Master in Business Administration and Management from the University of California, Berkeley, Haas School of Business. Ms. Diamond is also a licensed certified public accountant in the State of Michigan.
お知らせ • Aug 09Veeva Systems Inc. to Report Q2, 2024 Results on Aug 30, 2023Veeva Systems Inc. announced that they will report Q2, 2024 results After-Market on Aug 30, 2023
お知らせ • Jun 07Veeva Business Consulting Expands with New R&D ServicesVeeva Systems announced the expansion of its business consulting services to help life sciences organizations achieve greater speed and efficiency across the product development lifecycle. Veeva R&D Business Consulting will work closely with customers to apply unique industry data, develop new digital operating models, and optimize the use of technology across clinical, regulatory, and safety. Veeva R&D Business Consulting will provide process and operating model design, data governance and change management services, and Veeva Development Cloud optimization. These offerings complement customer investments in software and will enhance engagements with other service providers for planning and executing critical transformation efforts. Veeva R&D Business Consulting is already supporting clinical, regulatory, and safety initiatives at global biopharmaceutical companies.
Recent Insider Transactions • Jun 07Chief Accounting Officer recently sold Mex$1.1m worth of stockOn the 2nd of June, Michele O'Connor sold around 319 shares on-market at roughly Mex$3,462 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$24m more than they bought in the last 12 months.
Reported Earnings • Jun 02First quarter 2024 earnings released: EPS: US$0.82 (vs US$0.65 in 1Q 2023)First quarter 2024 results: EPS: US$0.82 (up from US$0.65 in 1Q 2023). Revenue: US$526.3m (up 4.2% from 1Q 2023). Net income: US$131.5m (up 31% from 1Q 2023). Profit margin: 25% (up from 20% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Jun 01Veeva Systems Inc. Provides Guidance for the Fiscal Second Quarter Ending July 31, 2023, Updates Guidance for the Fiscal Year Ending January 31, 2024 and Reiterates Guidance for the Fiscal Year Ending January 31, 2025Veeva Systems Inc. provided guidance for the fiscal second quarter ending July 31, 2023, updated guidance for the fiscal year ending January 31, 2024 and reiterated guidance for the fiscal year ending January 31, 2025. For the quarter, the company expects total revenues between $580 and $582 million.For the fiscal year ending January 31, 2024, the company expects total revenues between $2,360 and $2,370 million.For the fiscal year ending January 31, 2025, the company expects total revenues of at least $2,800 million.
お知らせ • May 11Veeva Systems Inc., Annual General Meeting, Jun 21, 2023Veeva Systems Inc., Annual General Meeting, Jun 21, 2023, at 08:00 Pacific Standard Time. Agenda: To consider election of directors; to consider ratification of the appointment of independent registered public accounting firm; to consider approval of an amendment and restatement of certificate of incorporation to eliminate inoperative provisions and update Certain other miscellaneous provisions; and to transact such other business.
お知らせ • May 04+ 1 more updateVeeva Systems Introduces Link Workflow, A No-Code Platform for Building Custom Workflow ApplicationsVeeva Systems announced the availability of Veeva Link Workflow, a no-code platform to build custom workflow applications on Veeva Link real-time data. Process owners can easily define workflows with objectives, events, and tasks on Link data including key opinion leaders, key accounts, clinical trials, and research sites. Reports and dashboards provide process visibility while granular security and audit trails assure control and compliance. Veeva Link is a family of connected data applications for real-time intelligence that includes Link Key People, Link Key Accounts, Link Scientific Awareness, Link Medical Insights, Link SiteBase, and Link TrialBase. Customers can build custom workflows on Link data using the Link Workflow no-code platform. Link is a part of Veeva Commercial Cloud, a family of software, data, and services to advance commercial excellence in life sciences. Veeva also announced significant innovations across Commercial Cloud including Vault CRM, the next generation of CRM including new CRM Bot and Service Center applications.
Reported Earnings • Apr 01Full year 2023 earnings released: EPS: US$3.14 (vs US$2.79 in FY 2022)Full year 2023 results: EPS: US$3.14 (up from US$2.79 in FY 2022). Revenue: US$2.16b (up 16% from FY 2022). Net income: US$487.7m (up 14% from FY 2022). Profit margin: 23% (in line with FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Healthcare Services industry. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
