Veeva Systems Inc.

NYSE:VEEV Voorraadrapport

Marktkapitalisatie: US$28.0b

Veeva Systems Toekomstige groei

Future criteriumcontroles 2/6

Veeva Systems zal naar verwachting groeien in winst en omzet met respectievelijk 13.4% en 11.3% per jaar. De winst per aandeel zal naar verwachting groeien met 13.6% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 16.2% zijn.

Belangrijke informatie

13.4%

Groei van de winst

13.56%

Groei van de winst per aandeel

Healthcare Services winstgroei20.9%
Inkomstengroei11.3%
Toekomstig rendement op eigen vermogen16.25%
Dekking van analisten

Good

Laatst bijgewerkt01 May 2026

Recente toekomstige groei-updates

Recent updates

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.

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.

Veeva Systems: Growth Has More Legs Now

Apr 07

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.

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.

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.

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.

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?

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.

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.

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.

Veeva Systems' (NYSE:VEEV) Performance Is Even Better Than Its Earnings Suggest

Dec 03
Veeva Systems' (NYSE:VEEV) Performance Is Even Better Than Its Earnings Suggest

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.

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.

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.

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.

If EPS Growth Is Important To You, Veeva Systems (NYSE:VEEV) Presents An Opportunity

Jul 11
If EPS Growth Is Important To You, Veeva Systems (NYSE:VEEV) Presents An Opportunity

Veeva Systems (VEEV) Earnings Beat And AI Ambitions Shift The Investment Case

May 30
Veeva Systems (VEEV) Earnings Beat And AI Ambitions Shift The Investment Case

Veeva Systems: Substantially Overvalued As Growth Slows

Apr 17

Veeva Systems: Staying Buy Rated As VEEV Is Executing Well

Mar 19

Veeva Systems: Solid Q4 With Margin Expansion

Mar 07

Veeva Systems: Forget The Short-Term Volatility; The Long Term Is Promising

Jan 28

Veeva Systems Q3: Making Progress With Vault CRM; Reiterating 'Strong Buy'

Dec 06

Veeva Systems: Too Much Needs To Go Right, For Bull Case

Oct 08

Veeva Systems: SMB Sector Is Growing Momentum

Sep 24

Veeva: Q2, Robust Dev Cloud Growth, While Commercial Cloud Picks Up Steam

Aug 30
User avatar

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.

Veeva Systems: Optimism Ahead Of Q2 Earnings Release

Aug 24

Veeva Systems: Blend Of Value, Growth, And High Quality

Jul 29

Winst- en omzetgroeiprognoses

NYSE:VEEV - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
1/31/20294,5651,3581,9401,97813
1/31/20284,0401,1751,7191,77428
1/31/20273,6001,0491,5321,54328
1/31/20263,1959091,3861,415N/A
10/31/20253,0808601,3511,378N/A
7/31/20252,9688101,3281,349N/A
4/30/20252,8557811,1861,204N/A
1/31/20252,7477141,0701,090N/A
10/31/20242,6566661,0551,078N/A
7/31/20242,574615972997N/A
4/30/20242,4885561,1371,169N/A
1/31/20242,364526885911N/A
10/31/20232,296567895917N/A
7/31/20232,232540955977N/A
4/30/20232,176519791805N/A
1/31/20232,155488767780N/A
10/31/20222,077396758771N/A
7/31/20222,001394731741N/A
4/30/20221,922412753767N/A
1/31/20221,851427750764N/A
10/31/20211,762433768779N/A
7/31/20211,663424750761N/A
4/30/20211,562409736747N/A
1/31/20211,465380543551N/A
10/31/20201,380343513522N/A
7/31/20201,283329482488N/A
4/30/20201,196314481483N/A
1/31/20201,104301433437N/A
10/31/20191,025306N/A430N/A
7/31/2019969288N/A410N/A
4/30/2019911259N/A397N/A
1/31/2019862230N/A311N/A
10/31/2018816199N/A280N/A
7/31/2018768170N/A271N/A
4/30/2018726158N/A242N/A
1/31/2018691151N/A233N/A
10/31/2017655132N/A230N/A
7/31/2017620119N/A223N/A
4/30/201758493N/A177N/A
1/31/201755178N/A144N/A
10/31/201650865N/A150N/A
7/31/201647254N/A144N/A
4/30/201643954N/A148N/A
1/31/201640954N/A80N/A
10/31/201538250N/A75N/A
7/31/201535950N/A90N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei VEEV ( 13.4% per jaar) ligt boven de spaarquote ( 3.4% ).

Winst versus markt: De winst van VEEV ( 13.4% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 16% per jaar).

Hoge groeiwinsten: De winst van VEEV zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van VEEV ( 11.3% per jaar) zal naar verwachting sneller groeien dan de markt US ( 11.1% per jaar).

Hoge groei-inkomsten: De omzet van VEEV ( 11.3% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen VEEV zal naar verwachting over 3 jaar laag zijn ( 16.2 %).

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/03 14:04
Aandelenkoers aan het einde van de dag2026/05/01 00:00
Inkomsten2026/01/31
Jaarlijkse inkomsten2026/01/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Veeva Systems Inc. wordt gevolgd door 45 analisten. 28 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Joseph VruwinkBaird
Saket KaliaBarclays
Sean DodgeBMO Capital Markets Equity Research