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
報酬
リスク分析
リスクチェックの結果、VEEV 、リスクは検出されなかった。
VEEV Community Fair Values
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Analyst Price Targets
Veeva Systems Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$160.17 |
| 52週高値 | US$310.50 |
| 52週安値 | US$148.05 |
| ベータ | 0.92 |
| 1ヶ月の変化 | -0.60% |
| 3ヶ月変化 | -8.89% |
| 1年変化 | -31.26% |
| 3年間の変化 | -3.21% |
| 5年間の変化 | -45.02% |
| IPOからの変化 | 331.03% |
最新ニュース
Seeking Alpha • May 21
Veeva Systems: AI Fears Look Overdone, The Selloff Creates An Opportunity
Summary Veeva Systems (VEEV) is rated Buy, trading at multi-year lows despite robust 16% revenue growth, 44% non-GAAP margins, and conservative FY27 guidance. AI disruption fears are overstated for VEEV's FDA-regulated Development Cloud, which comprises 55% of revenue and remains highly defensible due to regulatory switching costs. Vault CRM migration is progressing, reducing Salesforce dependency and enhancing control over product roadmap and AI integration; CRM competition is real but not existential. With $6B net cash, $2B buyback, and a 20x forward earnings multiple, VEEV offers compelling upside ahead of the June 3rd FY27 Q1 earnings catalyst. Read the full article on Seeking Alpha
ナラティブの更新 • May 11
VEEV: AI Moat And CRM Commitments Will Support Premium Multiple
Veeva Systems' updated analyst price target edges lower to about $264 from roughly $265, as analysts keep their broadly positive take on the company's recent Q4 results but adjust valuation assumptions to reflect compressed software multiples and ongoing debates around AI, R&D growth, and CRM stability. Analyst Commentary Recent research on Veeva reflects a mix of optimism about execution in Q4 and caution around valuation and longer term growth drivers.Recent updates
Seeking Alpha • May 21
Veeva Systems: AI Fears Look Overdone, The Selloff Creates An Opportunity
Summary Veeva Systems (VEEV) is rated Buy, trading at multi-year lows despite robust 16% revenue growth, 44% non-GAAP margins, and conservative FY27 guidance. AI disruption fears are overstated for VEEV's FDA-regulated Development Cloud, which comprises 55% of revenue and remains highly defensible due to regulatory switching costs. Vault CRM migration is progressing, reducing Salesforce dependency and enhancing control over product roadmap and AI integration; CRM competition is real but not existential. With $6B net cash, $2B buyback, and a 20x forward earnings multiple, VEEV offers compelling upside ahead of the June 3rd FY27 Q1 earnings catalyst. Read the full article on Seeking Alphaナラティブの更新 • May 11
VEEV: AI Moat And CRM Commitments Will Support Premium Multiple
Veeva Systems' updated analyst price target edges lower to about $264 from roughly $265, as analysts keep their broadly positive take on the company's recent Q4 results but adjust valuation assumptions to reflect compressed software multiples and ongoing debates around AI, R&D growth, and CRM stability. Analyst Commentary Recent research on Veeva reflects a mix of optimism about execution in Q4 and caution around valuation and longer term growth drivers.ナラティブの更新 • Apr 25
VEEV: AI Moat And Subscription Resilience Will Support Premium Multiple
Analysts have trimmed the Veeva Systems price target slightly, with the model fair value moving from about $270.93 to $264.46, as modestly lower assumed future P/E multiples more than offset largely unchanged growth and margin expectations. Analyst Commentary Recent Street research around Veeva Systems shows a split view, with many firms trimming price targets while still pointing to solid execution and specific areas of uncertainty that could influence the valuation over time.ナラティブの更新 • Apr 08
VEEV: AI And Subscription Resilience Will Support Premium Software Multiple
Analysts trimmed the blended Veeva Systems price target by aligning with sector wide software multiple compression, even as they point to strong Q4 execution, resilient subscription growth, and an emerging AI and product pipeline as key longer term supports. Analyst Commentary Recent Street research around Veeva Systems reflects a mix of optimism on execution and growth, alongside more cautious views on competitive risk, AI impact, and valuation.ナラティブの更新 • Mar 25
VEEV: AI Adoption In R&D Workflows Will Support Durable Premium Outlook
Analysts have adjusted their price targets on Veeva Systems into a roughly $190 to $317 range, generally trimming prior targets by tens of dollars as software valuation multiples compress, even after what they describe as solid Q4 results and broadly constructive longer term fundamentals. Analyst Commentary Recent research paints a mixed but generally constructive picture for Veeva Systems, with most firms trimming price targets while still pointing to solid execution and durable fundamentals.ナラティブの更新 • Mar 11
VEEV: AI Adoption And CRM Commitments Will Support Durable Premium Outlook
We are trimming our Veeva Systems fair value estimate to $270.93 from $302.60, as analysts broadly reset price targets in response to sector wide software multiple compression and slightly more measured assumptions for revenue growth, margins, and future P/E multiples, despite generally solid Q4 results and guidance. Analyst Commentary Street research on Veeva Systems has become more mixed, with many firms cutting price targets while still acknowledging solid Q4 execution and robust profitability.ナラティブの更新 • Feb 25
VEEV: AI Execution And CRM Stability Will Support Durable Premium Outlook
Our fair value estimate for Veeva Systems has edged down from $308.63 to $302.60. This reflects a series of reduced Street price targets as analysts weigh maturing products, competitive pressures, software sentiment, and the balance of growth opportunities against current valuation.ナラティブの更新 • Feb 10
VEEV: Roche Commitment And CRM Retention Will Support Durable Premium Outlook
Our analyst fair value estimate for Veeva Systems has been trimmed slightly to $308.63. This reflects a modest reset in Street price targets as analysts balance concerns about slower growth in maturing products and competitive pressure with ongoing strengths in areas like Crossix, AI adoption, and large CRM wins such as Roche.
新しいナラティブ • Jan 28
Rising Life Sciences Cloud Standardization And AI Adoption Will Support Strong Long Term Upside
Catalysts About Veeva Systems Veeva Systems provides cloud based software, data and consulting services to life sciences companies across commercial, R&D and manufacturing functions. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Jan 27
VEEV: Roche Rollout And CRM Retention Will Support Durable Premium Outlook
The analyst price target embedded in our Veeva Systems model edges slightly lower to about US$310 from roughly US$311. This reflects a blend of more cautious views on growth and competitive pressure, along with offsetting positive views on durable margins, CRM customer retention, and newer areas such as Crossix and early AI traction.ナラティブの更新 • Jan 12
VEEV: Roche Expansion And CRM Migrations Will Support Durable Premium Outlook
Analysts have trimmed their fair value estimate for Veeva Systems by about US$1 to US$310.98, reflecting modest adjustments to discount rate and growth assumptions while still pointing to what they see as durable growth drivers such as pharma CRM migrations, broader Vault adoption and newer areas like Crossix and AI. Analyst Commentary Recent Street research on Veeva Systems reflects a mix of optimism and caution, with differing views clustering around the durability of growth in CRM and Vault, the timing of pharma migrations, and how current valuation stacks up against execution and contract wins.ナラティブの更新 • Dec 19
VEEV: Roche Commitment And CRM Migrations Will Likely Sustain Premium Outlook
Analysts have modestly trimmed their blended price target for Veeva Systems to about $312 from roughly $321, reflecting a slightly higher discount rate and lower implied future multiple, even as they highlight accelerating CRM migrations, including Roche's global Vault CRM rollout, and improving long term growth and margin expectations. Analyst Commentary Street research remains broadly constructive on Veeva Systems, with recent target changes reflecting a recalibration of software multiples rather than a material shift in company specific fundamentals.分析記事 • Dec 03
Veeva Systems' (NYSE:VEEV) Performance Is Even Better Than Its Earnings Suggest
Investors were underwhelmed by the solid earnings posted by Veeva Systems Inc. ( NYSE:VEEV ) recently. We have done...ナラティブの更新 • Nov 11
VEEV: Continued Momentum And New Commitments Will Likely Sustain Premium Outlook
Analysts have significantly raised their price targets on Veeva Systems, with recent updates moving targets as high as $380. They cite the company's strong sales growth prospects and solid momentum, driven by accelerating CRM customer commitments and new partnerships.ナラティブの更新 • Oct 27
Pharma Wins And New Partnerships Will Drive Cloud Momentum In Coming Quarters
Veeva Systems' analyst price target saw a significant increase, rising by more than $80 to reflect higher expectations for sales growth and ongoing customer commitments. Analysts cited the company’s strengthening position in CRM and positive momentum across key pharma relationships.ナラティブの更新 • Oct 13
IQVIA Resolution And Embedded AI Will Expand Digital Healthcare Cloud
Narrative Update on Veeva Systems: Analyst Price Target Revision Analysts have raised their fair value estimate for Veeva Systems to approximately $321 per share, up by nearly $4. They cited stronger than expected sales momentum, driven by new major customer commitments and continued growth in key business segments.ナラティブの更新 • Aug 29
Data Cloud Expansion And AI Efficiencies Will Drive Future Success
Analysts have raised their price target for Veeva Systems to $314.71, citing strong Q2 “beat and raise” results, momentum in both Commercial and R&D segments, successful Vault CRM rollouts with major pharma clients, and ongoing market share gains in life sciences CRM. Analyst Commentary Bullish analysts highlighted Veeva's strong “beat and raise” Q2 results, with both subscription and services revenues growing solidly year-over-year, driven by performance in both Commercial and R&D technology segments.分析記事 • Jul 11
If EPS Growth Is Important To You, Veeva Systems (NYSE:VEEV) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...分析記事 • May 30
Veeva Systems (VEEV) Earnings Beat And AI Ambitions Shift The Investment Case
Veeva Systems Inc. reported first quarter earnings for the period ended April 30, 2025, with revenue rising to US$759.04 million and net income reaching US$228.19 million, both up from the previous year, alongside increased earnings per share.Seeking Alpha • Apr 17
Veeva Systems: Substantially Overvalued As Growth Slows
Summary Veeva Systems is overvalued, trading at frothy levels despite only ~10% growth, and facing a potential slowdown in 2025; I recommend a sell rating. The company excels in the life sciences vertical with unique solutions but its ambitious revenue targets (doubling revenue by 2030) may be tough to achieve organically. Valuation multiples are high at ~10 EV/FY26 revenue and ~30x FY26 P/E, well above a number of peers - some of which are growing even faster than Veeva. Read the full article on Seeking AlphaSeeking Alpha • Mar 19
Veeva Systems: Staying Buy Rated As VEEV Is Executing Well
Summary I reaffirm my buy rating on Veeva Systems due to strong 4Q25 results, driven by R&D growth and positive Vault CRM adoption traction. VEEV's revenue grew 14% y/y to $721 million, beating expectations, with significant margin improvements and a strong balance sheet. Vault CRM added 20 new customers, with multiple top 20 pharma commitments expected in 2025, signaling positive transition progress. Data Cloud segment shows strong momentum, with new initiatives like Pulse expected to drive further CRM adoption and growth. Read the full article on Seeking AlphaSeeking Alpha • Mar 07
Veeva Systems: Solid Q4 With Margin Expansion
Summary I reiterate my “Strong Buy” rating on Veeva Systems Inc. with a one-year target price of $275 per share due to strong CRM migration and margin improvement. Veeva reported 14.3% revenue growth and 28.7% adjusted operating profit growth, driven by robust CRM adoption and billing growth. Management's guidance for FY26 includes $3.04-$3.055 billion in revenue, with anticipated 12% revenue growth despite high-interest rate challenges. I foresee continued margin expansion and revenue growth recovery to 16% by FY27 for VEEV, supported by CRM migration and easing capital funding challenges. Read the full article on Seeking AlphaSeeking Alpha • Jan 28
Veeva Systems: Forget The Short-Term Volatility; The Long Term Is Promising
Summary I rate Veeva Systems as a 'Buy' due to its strong performance recovery, despite competition from Salesforce and industry uncertainties under Trump's administration. VEEV's migration to its own CRM, Veeva Vault, is a long-term tailwind, enhancing its ecosystem and competitive edge. The Company's Q3 2025 results exceeded expectations, with significant revenue, net income, and free cash flow growth, raising FY 2025 guidance. Despite short-term volatility, Veeva's specialization in life sciences, strong balance sheet, and innovative culture position it well for long-term growth. Read the full article on Seeking AlphaSeeking Alpha • Dec 06
Veeva Systems Q3: Making Progress With Vault CRM; Reiterating 'Strong Buy'
Summary Veeva Systems shows strong growth with 13.4% revenue and 30% adjusted operating income increases, driven by successful Vault CRM migration and new customer acquisitions. The company is expanding AI offerings within Vault CRM, including CRM Bot, GenAI assistant, and Voice Control, enhancing customer experience and retention. VEEV's FY25 revenue growth is projected at over 15%, with a one-year target price of $270 per share, supported by a stable funding environment. Despite a one-time revenue recognition impact due to TFC rights, Veeva's long-term outlook remains positive, reinforcing my 'Strong Buy' rating. Read the full article on Seeking AlphaSeeking Alpha • Oct 08
Veeva Systems: Too Much Needs To Go Right, For Bull Case
Summary I appreciate Veeva Systems’ strong cash position and debt-free balance sheet, which provide stability and strategic flexibility. I recognize Veeva’s leadership in life sciences software, offering specialized solutions that streamline R&D and commercial operations. I see the migration to Vault CRM as a pivotal moment for the company, but I am wary of customer resistance that could impact growth. I acknowledge that Veeva’s path to higher profitability hinges on flawless execution, making it a high-risk, high-reward scenario. Read the full article on Seeking AlphaSeeking Alpha • Sep 24
Veeva Systems: SMB Sector Is Growing Momentum
Summary I rate Veeva Systems Inc. as a buy due to the recent 0.5% interest rate cut from the FED, boosting demand from recovering SMB biotech firms. Veeva's Q2 FY2025 results exceeded expectations, with revenue reaching $676 million and subscription revenue hitting $561 million, ensuring stable free cash flow. Improved FY2025 guidance, with revenue and non-GAAP operating earnings projections slightly raised, is positively influencing market sentiment. Veeva's revenue growth of 18.8% YoY and net income growth of 7.38% YoY demonstrate profitable expansion, supporting a strong long-term investment thesis. Read the full article on Seeking AlphaSeeking Alpha • Aug 30
Veeva: Q2, Robust Dev Cloud Growth, While Commercial Cloud Picks Up Steam
Summary I upgraded Veeva to “buy” in my previous post as I believed that the company was starting to see acceleration in top and bottom lines, with the stock up 19%since. The company reported its Q2 FY25 earnings where revenue and earnings grew 15% and 32% YoY beating estimates, driven by momentum in its R&D Solutions and an acceleration in Commercial Cloud. Despite strong Q2 performance, the management didn’t raise FY25 revenue guidance, although it expanded its outlook for non-GAAP income from operations, boosting investor sentiment. Assessing both the “good” and the “bad”, I believe that the company is at an inflection point with a robust product innovation roadmap and easing macro conditions, thus maintaining my buy rating. Read the full article on Seeking Alpha
新しいナラティブ • Aug 29
Expanding Clinical And CRM Frontiers Boosts Market Share And Revenue Prospects
Expansion in clinical operations and CRM offerings strengthens Veeva's competitive position and promises higher recurring revenue through customer confidence and adoption.株主還元
| VEEV | US Healthcare Services | US 市場 | |
|---|---|---|---|
| 7D | -2.2% | 0.6% | 1.1% |
| 1Y | -31.3% | -38.3% | 28.7% |
業界別リターン: VEEV過去 1 年間で-38.3 % の収益を上げたUS Healthcare Services業界を上回りました。
リターン対市場: VEEVは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。
価格変動
| VEEV volatility | |
|---|---|
| VEEV Average Weekly Movement | 5.9% |
| Healthcare Services Industry Average Movement | 10.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: VEEV 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: VEEVの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2007 | 7,928 | Peter Gassner | www.veeva.com |
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。製薬・バイオ企業向けのVeeva Vault CRM SuiteからなるVeeva Commercial Cloud、複数のチャネルや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、Veeva Data Cloudとして、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などを提供している。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、システムや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、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サービスで構成されるVeeva Development Cloudを提供している。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、ビジネスや業務プロセスの改善・変革に焦点を当てたサービス、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、専門的な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。
Veeva Systems Inc. 基礎のまとめ
| VEEV 基礎統計学 | |
|---|---|
| 時価総額 | US$26.14b |
| 収益（TTM） | US$908.91m |
| 売上高(TTM) | US$3.20b |
28.8x
PER（株価収益率8.2x
P/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
| VEEV 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.20b |
| 売上原価 | US$782.02m |
| 売上総利益 | US$2.41b |
| その他の費用 | US$1.50b |
| 収益 | US$908.91m |
直近の収益報告
Jan 31, 2026
次回決算日
Jun 03, 2026
| 一株当たり利益（EPS） | 5.57 |
| グロス・マージン | 75.53% |
| 純利益率 | 28.44% |
| 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 | 2026/05/25 15:01 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/01/31 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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。45
| アナリスト | 機関 |
|---|---|
| Joseph Vruwink | Baird |
| Saket Kalia | Barclays |
| Sean Dodge | BMO Capital Markets Equity Research |