Veeva Systems (VEEV) 주식 개요
는 북미, 유럽, 아시아 태평양, 중동, 아프리카 및 라틴 아메리카의 생명 과학 산업을 위한 클라우드 기반 소프트웨어를 제공합니다. 자세히 보기
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Veeva Systems
31.2% 저평가 내재 할인율
AI-Powered Veeva Systems Poised for Solid Growth Amid Regulatory Stability
View narrativeJO
Updated 27 Aug
Veeva Systems Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$263.75 |
| 52주 최고가 | US$310.50 |
| 52주 최저가 | US$148.05 |
| 베타 | 0.97 |
| 1개월 변동 | 8.65% |
| 3개월 변동 | 72.05% |
| 1년 변동 | -5.49% |
| 3년 변동 | 29.80% |
| 5년 변동 | -11.70% |
| IPO 이후 변동 | 609.77% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Sep 03
VEEV: Elevated AI Optimism Will Pressure CRM Expectations Going Forward
Analysts have lifted their fair value estimate for Veeva Systems from $165.00 to about $227.65, reflecting higher assumed revenue growth and a richer future P/E multiple, partly supported by recent price target increases tied to expected billings strength, CRM wins, and perceived insulation from AI disruption. Analyst Commentary Recent Street research on Veeva Systems highlights a generally constructive view, with several firms lifting price targets and pointing to strengths in CRM, subscription growth and the company’s positioning around AI.Seeking Alpha • Aug 27
Veeva Systems: A Combination Of Growth, Margins, And Financial Strength
Summary Veeva Systems is rated a buy, supported by durable double-digit revenue growth, expanding profitability, and a robust, debt-light balance sheet. VEEV's recurring subscription model drives high margins—Q1 FY2027 saw 75% GAAP gross margin and 86.4% subscription gross margin, with continued product adoption fueling growth. Management raised FY2027 guidance and targets a $6 billion revenue run rate by 2030, with Q2 revenue expected to exceed guidance. Valuation risk has moderated, with VEEV now trading at 44x trailing and 38x forward earnings as the company grows into its premium multiple. Read the full article on Seeking AlphaRecent updates
내러티브 업데이트 • Sep 03
VEEV: Elevated AI Optimism Will Pressure CRM Expectations Going Forward
Analysts have lifted their fair value estimate for Veeva Systems from $165.00 to about $227.65, reflecting higher assumed revenue growth and a richer future P/E multiple, partly supported by recent price target increases tied to expected billings strength, CRM wins, and perceived insulation from AI disruption. Analyst Commentary Recent Street research on Veeva Systems highlights a generally constructive view, with several firms lifting price targets and pointing to strengths in CRM, subscription growth and the company’s positioning around AI.Seeking Alpha • Aug 27
Veeva Systems: A Combination Of Growth, Margins, And Financial Strength
Summary Veeva Systems is rated a buy, supported by durable double-digit revenue growth, expanding profitability, and a robust, debt-light balance sheet. VEEV's recurring subscription model drives high margins—Q1 FY2027 saw 75% GAAP gross margin and 86.4% subscription gross margin, with continued product adoption fueling growth. Management raised FY2027 guidance and targets a $6 billion revenue run rate by 2030, with Q2 revenue expected to exceed guidance. Valuation risk has moderated, with VEEV now trading at 44x trailing and 38x forward earnings as the company grows into its premium multiple. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 27
Veeva Just Had a Great Quarter. That's Exactly Why I'm Not Buying More.
Revenue beat. Earnings beat.
내러티브 업데이트 • Aug 20
VEEV: AI Demand And CRM Wins Will Support Balanced Future Returns
Veeva Systems' analyst-derived fair value estimate has moved from $245.48 to $251.43 as analysts factor in Street research pointing to steadier normalized billings growth, customer interest in AI and CRM offerings, and mixed but generally constructive views on long term demand. Analyst Commentary Recent Street views on Veeva Systems show a wide range of opinions on execution, growth durability, and how current pricing lines up with perceived fundamentals.내러티브 업데이트 • Jul 13
VEEV: AI Disruption Fears Will Pressure Core CRM Durability
Veeva Systems' updated analyst price target has been reduced from about $232.80 to $165.00. Analysts cite slightly lower modeled revenue growth, a lower assumed future P/E multiple, and ongoing debates around AI disruption and competitive pressure in core CRM offerings, despite steady Q1 execution and continued AI product development.새로운 내러티브 • Jul 03
AI-Powered Veeva Systems Poised for Solid Growth Amid Regulatory Stability
Investors often look for artificial intelligence winners in the obvious places: semiconductors, hyperscalers, and general-purpose software platforms. But some of the most durable AI opportunities may sit in far less glamorous places—inside the regulated workflows where a mistake is not merely inconvenient, but potentially delays a drug trial, a regulatory submission, or a therapy reaching patients.
내러티브 업데이트 • Jun 29
VEEV: AI Execution And CRM Wins Will Drive Future Upside
Veeva Systems’ analyst fair value estimate has been reset lower from about $380 to roughly $338, reflecting Street price target cuts as analysts weigh solid Q1 execution against AI disruption risk, competitive CRM questions, and a shift toward more measured profit margin and P/E assumptions. Analyst Commentary Street research on Veeva Systems presents a mixed but generally constructive picture, with many firms recalibrating price targets while still pointing to solid Q1 execution, ongoing demand in health technology, and emerging AI and CRM catalysts as key elements in their valuation work.분석 기사 • Jun 20
Veeva Systems (VEEV) Stock Could Be 38% Undervalued After Fed Driven Pullback
Veeva Systems (VEEV) shares fell after the Federal Reserve held its benchmark rate and signaled a more restrictive stance, as higher Treasury yields weighed on software sector valuations, including healthcare and life sciences platforms. See our latest analysis for Veeva Systems. At around US$153.30, Veeva Systems’ recent share price weakness has been broad based, with a 1 day share price return of 1% and a year to date share price return down 30.16%, while the 1 year total shareholder return...내러티브 업데이트 • Jun 15
VEEV: AI Execution And CRM Wins Will Support Future Multiple Reacceleration
Narrative Update The analyst price target for Veeva Systems in this framework is updated from about $263 to about $245, as analysts balance solid Q1 execution and raised guidance with AI disruption risk, CRM competition from Salesforce, and questions around the quality and mix of recent upside, particularly in services. Analyst Commentary Recent research on Veeva Systems reflects a split view, with most analysts acknowledging solid Q1 execution and raised guidance, but debating how much weight to give AI disruption risk, CRM competition, and the quality of services driven upside when thinking about valuation, execution, and long term growth.내러티브 업데이트 • Jun 01
VEEV: AI Moat And CRM Commitments Will Support Future Multiple Reacceleration
Narrative Update The analyst price target for Veeva Systems has been trimmed by about $2 to $262.68 as analysts factor in compressed software multiples, while largely maintaining their underlying growth, margin, and P/E assumptions. Analyst Commentary Recent research on Veeva Systems clusters around strong reported execution in Q4, tempered by valuation resets tied to compressed software multiples and longer term questions around AI and CRM competition.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.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 Alpha주주 수익률
| VEEV | US Healthcare Services | US 시장 | |
|---|---|---|---|
| 7D | 1.1% | 0.6% | -1.1% |
| 1Y | -5.5% | -17.1% | 11.7% |
수익률 대 산업: VEEV은 지난 1년 동안 -17.1%의 수익을 기록한 US Healthcare Services 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: VEEV은 지난 1년 동안 11.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| VEEV volatility | |
|---|---|
| VEEV Average Weekly Movement | 7.0% |
| Healthcare Services Industry Average Movement | 10.1% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: VEEV는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: VEEV의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2007 | 7,928 | Peter Gassner | www.veeva.com |
는 북미, 유럽, 아시아 태평양, 중동, 아프리카 및 라틴 아메리카의 생명 과학 산업을 위한 클라우드 기반 소프트웨어를 제공합니다. 이 회사는 제약 및 생명공학 기업을 위한 Veeva Vault CRM Suite, 여러 채널과 지역에 걸쳐 의료 콘텐츠 소스를 제공하는 Veeva Medical, 엔드투엔드 콘텐츠 및 디지털 자산 관리 솔루션인 Veeva PromoMats, 제약 브랜드를 위한 분석 플랫폼인 Veeva Crossix 등으로 구성된 Veeva Commercial Cloud를 제공합니다. 또한 고객 참조 데이터 솔루션인 비바 오픈데이터, 심층 데이터를 제공하는 비바 링크, 비식별화된 종단적 환자 데이터를 포함하는 비바 컴파스, 액세스 및 멀티채널 참여 지표를 제공하는 비바 CRM 펄스 등 비바 데이터 클라우드(Veeva Data Cloud)를 제공합니다.
Veeva Systems Inc. 기초 지표 요약
| VEEV 기초 통계 | |
|---|---|
| 시가총액 | US$42.89b |
| 순이익 (TTM) | US$1.01b |
| 매출 (TTM) | US$3.46b |
42.1x
주가수익비율(P/E)12.3x
주가매출비율(P/S)VEEV는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| VEEV 손익계산서 (TTM) | |
|---|---|
| 매출 | US$3.46b |
| 매출원가 | US$865.88m |
| 총이익 | US$2.59b |
| 기타 비용 | US$1.58b |
| 순이익 | US$1.01b |
최근 보고된 실적
Jul 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 6.27 |
| 총이익률 | 74.96% |
| 순이익률 | 29.34% |
| 부채/자본 비율 | 0% |
VEEV의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/17 22:07 |
| 종가 | 2026/09/17 00:00 |
| 수익 | 2026/07/31 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
Veeva Systems Inc.는 47명의 분석가가 다루고 있습니다. 이 중 27명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Joseph Vruwink | Baird |
| "Saket Kalia | Barclays |
| Saket Kalia | Barclays |