View ValuationVeeva Systems 향후 성장Future 기준 점검 3/6Veeva Systems (는) 각각 연간 13.4% 및 11.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.2% 로 예상됩니다.핵심 정보13.4%이익 성장률13.56%EPS 성장률Healthcare Services 이익 성장24.7%매출 성장률11.3%향후 자기자본이익률16.25%애널리스트 커버리지Good마지막 업데이트29 May 2026최근 향후 성장 업데이트공시 • 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.공시 • 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.공시 • 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.모든 업데이트 보기Recent updates공시 • May 30Veeva Systems Announces Falcon Agentic Platform And Standard Agents For Drug DevelopmentVeeva Systems announced Veeva Falcon, an agentic platform and standard agents for life sciences' major drug development processes. Falcon works with Veeva Development Cloud applications in clinical, regulatory, and safety to reduce cost, increase speed, and maintain compliance for biopharmas of all sizes. The initial focus areas are trial master file document intake and quality control, health authority correspondence in regulatory, and safety case triage and intake. Planned for early adopter availability in November 2026, Falcon is part of Veeva AI, Veeva's industry-specific AI solutions for life sciences.공시 • 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, 2026공시 • 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 Index공시 • May 06Veeva Systems Inc., Annual General Meeting, Jun 17, 2026Veeva Systems Inc., Annual General Meeting, Jun 17, 2026.New Risk • May 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.공시 • 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 11% growth forecast for the Healthcare Services industry in Europe.공시 • 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.공시 • 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, 2026New Risk • Feb 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Jan 27Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to €183. The fair value is estimated to be €230, however this is not to be taken as a buy 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 21%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.공시 • 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.공시 • 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.공시 • 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.Buy Or Sell Opportunity • Dec 12Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €191. The fair value is estimated to be €244, however this is not to be taken as a buy 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 21%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.공시 • 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.Buy Or Sell Opportunity • Nov 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to €206. The fair value is estimated to be €258, however this is not to be taken as a buy 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 21%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Reported Earnings • Nov 21Third 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 12% growth forecast for the Healthcare Services industry in Europe.공시 • 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.공시 • 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.공시 • 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 27Insufficient 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 • 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 12% growth forecast for the Healthcare Services industry in Europe.공시 • 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 21Insufficient 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.공시 • 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.Board Change • Jun 25Insufficient 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 • 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 11% growth forecast for the Healthcare Services industry in Europe.공시 • 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.공시 • 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, 2025공시 • May 06Veeva Systems Inc., Annual General Meeting, Jun 18, 2025Veeva Systems Inc., Annual General Meeting, Jun 18, 2025.이익 및 매출 성장 예측BIT:1VEEV - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수1/31/20294,5651,3581,9401,978131/31/20284,0401,1751,7191,774281/31/20273,6001,0491,5311,543281/31/20263,1959091,3861,415N/A10/31/20253,0808601,3511,378N/A7/31/20252,9688101,3281,349N/A4/30/20252,8557811,1861,204N/A1/31/20252,7477141,0701,090N/A10/31/20242,6566661,0551,078N/A7/31/20242,574615972997N/A4/30/20242,4885561,1371,169N/A1/31/20242,364526885911N/A10/31/20232,296567895917N/A7/31/20232,232540955977N/A4/30/20232,176519791805N/A1/31/20232,155488767780N/A10/31/20222,077396758771N/A7/31/20222,001394731741N/A4/30/20221,922412753767N/A1/31/20221,851427750764N/A10/31/20211,762433768779N/A7/31/20211,663424750761N/A4/30/20211,562409736747N/A1/31/20211,465380543551N/A10/31/20201,380343513522N/A7/31/20201,283329482488N/A4/30/20201,196314481483N/A1/31/20201,104301433437N/A10/31/20191,025306N/A430N/A7/31/2019969288N/A410N/A4/30/2019911259N/A397N/A1/31/2019862230N/A311N/A10/31/2018816199N/A280N/A7/31/2018768170N/A271N/A4/30/2018726158N/A242N/A1/31/2018691151N/A233N/A10/31/2017655132N/A230N/A7/31/2017620119N/A223N/A4/30/201758493N/A177N/A1/31/201755178N/A144N/A10/31/201650865N/A150N/A7/31/201647254N/A144N/A4/30/201643954N/A148N/A1/31/201640954N/A80N/A10/31/201538250N/A75N/A7/31/201535950N/A90N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1VEEV 의 연간 예상 수익 증가율(13.4%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1VEEV 의 연간 수익(13.4%)이 Italian 시장(11.3%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1VEEV 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 1VEEV 의 수익(연간 11.3%)이 Italian 시장(연간 5.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 1VEEV 의 수익(연간 11.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1VEEV의 자본 수익률은 3년 후 16.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YHealthcare 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/01 05:32종가2026/05/29 00:00수익2026/01/31연간 수익2026/01/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Veeva Systems Inc.는 45명의 분석가가 다루고 있습니다. 이 중 28명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Joseph VruwinkBairdSaket KaliaBarclaysSean DodgeBMO Capital Markets Equity Research42명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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.
공시 • May 30Veeva Systems Announces Falcon Agentic Platform And Standard Agents For Drug DevelopmentVeeva Systems announced Veeva Falcon, an agentic platform and standard agents for life sciences' major drug development processes. Falcon works with Veeva Development Cloud applications in clinical, regulatory, and safety to reduce cost, increase speed, and maintain compliance for biopharmas of all sizes. The initial focus areas are trial master file document intake and quality control, health authority correspondence in regulatory, and safety case triage and intake. Planned for early adopter availability in November 2026, Falcon is part of Veeva AI, Veeva's industry-specific AI solutions for life sciences.
공시 • 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
공시 • 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
공시 • May 06Veeva Systems Inc., Annual General Meeting, Jun 17, 2026Veeva Systems Inc., Annual General Meeting, Jun 17, 2026.
New Risk • May 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
공시 • 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 11% growth forecast for the Healthcare Services industry in Europe.
공시 • 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.
공시 • 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
New Risk • Feb 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Jan 27Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 26% to €183. The fair value is estimated to be €230, however this is not to be taken as a buy 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 21%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
공시 • 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.
공시 • 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.
공시 • 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.
Buy Or Sell Opportunity • Dec 12Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €191. The fair value is estimated to be €244, however this is not to be taken as a buy 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 21%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
공시 • 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.
Buy Or Sell Opportunity • Nov 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to €206. The fair value is estimated to be €258, however this is not to be taken as a buy 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 21%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Reported Earnings • Nov 21Third 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 12% growth forecast for the Healthcare Services industry in Europe.
공시 • 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.
공시 • 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.
공시 • 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 27Insufficient 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 • 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 12% growth forecast for the Healthcare Services industry in Europe.
공시 • 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 21Insufficient 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.
공시 • 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.
Board Change • Jun 25Insufficient 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 • 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 11% growth forecast for the Healthcare Services industry in Europe.
공시 • 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.
공시 • 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
공시 • May 06Veeva Systems Inc., Annual General Meeting, Jun 18, 2025Veeva Systems Inc., Annual General Meeting, Jun 18, 2025.