Veeva Systems (VEEV) Aktievy
Veeva Systems Inc. tillhandahåller molnbaserad programvara för life science-industrin i Nordamerika, Europa, Asien och Stillahavsområdet, Mellanöstern, Afrika och Latinamerika. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 4/6 |
| Framtida tillväxt | 1/6 |
| Tidigare resultat | 5/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
Belöningar
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VEEV Community Fair Values
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Analyst Price Targets
Veeva Systems Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$153.30 |
| 52 veckors högsta | US$310.50 |
| 52 veckors lägsta | US$148.05 |
| Beta | 0.95 |
| 1 månads förändring | -4.29% |
| 3 månaders förändring | -17.24% |
| 1 års förändring | -45.27% |
| 3 års förändring | -23.64% |
| 5 års förändring | -50.93% |
| Förändring sedan börsintroduktionen | 312.54% |
Senaste nyheter och uppdateringar
Analysartikel • 23h
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...
Uppdatering av berättelse • 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.Recent updates
Analysartikel • 23h
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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Seeking Alpha • May 29
Veeva Systems: Patience Required
Summary Veeva faces a critical Q1 earnings report after a 29% YTD share decline, with growth stabilization and AI progress in focus. VEEV's transition from Salesforce to Vault CRM and expansion of Crossix and the AI-driven Falcon platform are key strategic pivots. Guidance implies confidence: Q1 revenue $855–$858M, FY27 revenue $3.585–$3.60B, 44% margin, and strong free cash flow yield at 5.6%. Remain on the sidelines until clear signs of growth reacceleration; price target scenarios range from $127 to $210, depending on growth trajectory. Read the full article on Seeking AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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?Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...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 AlphaAktieägarnas avkastning
| VEEV | US Healthcare Services | US Marknad | |
|---|---|---|---|
| 7D | -3.9% | -1.4% | 1.4% |
| 1Y | -45.3% | -46.1% | 25.7% |
Avkastning vs industri: VEEV matchade US Healthcare Services branschen som gav -46.1 % under det senaste året.
Avkastning vs Marknaden: VEEV presterade sämre än US marknaden som gav 25.7 % under det senaste året.
Prisvolatilitet
| VEEV volatility | |
|---|---|
| VEEV Average Weekly Movement | 6.6% |
| Healthcare Services Industry Average Movement | 10.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: VEEV har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: VEEV s veckovolatilitet ( 7% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2007 | 7,928 | Peter Gassner | www.veeva.com |
Veeva Systems Inc. tillhandahåller molnbaserad programvara för life science-industrin i Nordamerika, Europa, Asien och Stillahavsområdet, Mellanöstern, Afrika och Latinamerika. Företaget erbjuder Veeva Commercial Cloud som består av Veeva Vault CRM Suite för läkemedels- och bioteknikföretag; Veeva Medical som ger tillgång till medicinskt innehåll i flera kanaler och geografiska områden; Veeva PromoMats, en helhetslösning för hantering av innehåll och digitala tillgångar; och Veeva Crossix, en analysplattform för läkemedelsvarumärken. Företaget tillhandahåller också Veeva Data Cloud, såsom Veeva OpenData, en lösning för kundreferensdata; Veeva Link, som tillhandahåller djupdata; Veeva Compass, som innehåller avidentifierade och longitudinella patientdata; och Veeva CRM Pulse som ger åtkomst och mätvärden för engagemang i flera kanaler.
Veeva Systems Inc. Sammanfattning av grunderna
| VEEV grundläggande statistik | |
|---|---|
| Börsvärde | US$24.90b |
| Vinst(TTM) | US$941.65m |
| Intäkter(TTM) | US$3.32b |
26.4x
P/E-förhållande7.5x
P/S-förhållandeÄr VEEV övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| VEEV resultaträkning (TTM) | |
|---|---|
| Intäkter | US$3.32b |
| Kostnad för intäkter | US$829.12m |
| Bruttovinst | US$2.49b |
| Övriga kostnader | US$1.55b |
| Intäkter | US$941.65m |
Senast redovisade vinst
Apr 30, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 5.80 |
| Bruttomarginal | 75.02% |
| Nettovinstmarginal | 28.37% |
| Skuld/egenkapitalförhållande | 0% |
Hur har VEEV utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/21 15:51 |
| Aktiekurs vid dagens slut | 2026/06/18 00:00 |
| Intäkter | 2026/04/30 |
| Årlig intjäning | 2026/01/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Veeva Systems Inc. bevakas av 44 analytiker. 28 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Joseph Vruwink | Baird |
| Saket Kalia | Barclays |
| Sean Dodge | BMO Capital Markets Equity Research |