New Risk • Jun 30
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.2% 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. Duyuru • Jun 29
Veeva Systems Inc.(NYSE:VEEV) dropped from Russell 1000 Growth-Defensive Index Veeva Systems Inc.(NYSE:VEEV) dropped from Russell 1000 Growth-Defensive Index Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €153, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 15x in the Healthcare Services industry in Europe. Total loss to shareholders of 15% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €277 per share. Duyuru • Jun 25
Veeva Systems Announces Veeva Ehs Application in Veeva Quality Cloud for Environmental, Health, and Safety Veeva Systems announced Veeva EHS, a new application in Veeva Quality Cloud for environmental, health, and safety. With Veeva EHS, manufacturing and testing sites can proactively identify, manage, and mitigate operational and environmental risks and ensure global compliance readiness. Veeva EHS will provide an intuitive way to report safety incidents on the spot and manage investigations from start to finish. Because it connects directly with Veeva QMS and Veeva Training, a safety event can automatically trigger a quality deviation and assign targeted retraining, eliminating duplicate data entry and ensuring compliance. Delivering an advanced, automated approach to managing environmental, health, and safety processes, Veeva EHS will free up time for EHS teams and ensure quick and accurate execution. Organizations replacing legacy EHS systems with a unified platform will gain real-time transparency into leading indicators of risk for more informed decisions and a proactive approach to prevention. Planned for early adopter availability in August 2026, Veeva EHS marks a significant step in how organizations manage environmental, health, and safety responsibilities with increased transparency and intelligent automation. Duyuru • Jun 04
Veeva Systems Inc. Updates Earnings Guidance for the Fiscal Year Ending January 31, 2027 Veeva Systems Inc. updated earnings guidance for the fiscal year ending January 31, 2027. For the year, the company expects total revenues to be between $3,635 Million and $3,645 Million. Reported Earnings • Jun 04
First quarter 2027 earnings released: EPS: US$1.60 (vs US$1.40 in 1Q 2026) First quarter 2027 results: EPS: US$1.60 (up from US$1.40 in 1Q 2026). Revenue: US$882.9m (up 16% from 1Q 2026). Net income: US$260.9m (up 14% from 1Q 2026). Profit margin: 30% (in line with 1Q 2026). 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. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Jun 01
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €164, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 15x in the Healthcare Services industry in Europe. Total loss to shareholders of 8.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €306 per share. Duyuru • May 30
Veeva Systems Announces Falcon Agentic Platform And Standard Agents For Drug Development Veeva 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. Duyuru • May 14
Veeva Systems Inc. to Report Q1, 2027 Results on Jun 03, 2026 Veeva Systems Inc. announced that they will report Q1, 2027 results After-Market on Jun 03, 2026 Duyuru • May 06
Veeva Systems Inc., Annual General Meeting, Jun 17, 2026 Veeva Systems Inc., Annual General Meeting, Jun 17, 2026. Duyuru • Mar 11
Veeva 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 05
Full 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. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Duyuru • Mar 05
Veeva Systems Inc. Provides Earnings Guidance for the First Quarter Ending April 30, 2026 and Fiscal Year Ending January 31, 2027 Veeva 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. Duyuru • Feb 12
Veeva Systems Inc. to Report Q4, 2026 Results on Mar 04, 2026 Veeva Systems Inc. announced that they will report Q4, 2026 results After-Market on Mar 04, 2026 Buy Or Sell Opportunity • Jan 09
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 16% to €207. The fair value is estimated to be €260, 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. Duyuru • Jan 08
Veeva Announces Environmental Monitoring Solution to Modernize Quality Control in Manufacturing Veeva 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. Duyuru • Jan 06
Veeva 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. Duyuru • Dec 13
Veeva Systems Inc. Appoints Vipin Kondath as Principal Accounting Officer, Effective December 12, 2025 On 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. Duyuru • Dec 03
Veeva Systems Announces the Availability of Veeva Ai Agents for Vault CRM and PromoMats Veeva 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 22
Now 16% undervalued The stock has been flat over the last 90 days, currently trading at €219. The fair value is estimated to be €260, 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 21
Third 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. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Duyuru • Nov 21
Veeva 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 Veeva 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. Duyuru • Nov 19
Veeva Systems Inc. Announces Executive Changes On 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. Duyuru • Oct 31
Veeva Systems Inc. to Report Q3, 2026 Results on Nov 20, 2025 Veeva Systems Inc. announced that they will report Q3, 2026 results After-Market on Nov 20, 2025 Board Change • Sep 08
Insufficient new directors No 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. Duyuru • Apr 30
Veeva Systems Announces Veeva AI Veeva Systems announced Veeva AI, a major new initiative that adds AI to the Veeva Vault Platform and Veeva applications to help life sciences companies automate tasks and improve employee productivity using AI Agents and AI Shortcuts. Veeva AI provides a fast and efficient way to introduce application-specific AI Agents based on large language models (LLMs) into existing Veeva applications and enable end users with AI Short cuts. Veeva AI will work in all Veeva applications across all major areas, including clinical, regulatory, safety, quality, medical, and commercial. Veeva AI Shortcuts empower end users with the ability to easily set up personal AI-powered automations to accomplish frequent user-specific tasks such as helping with workflows, generating insights, or researching a topic. The first release of Veeva AI is planned for December 2025 and will be licensed at the Vault level with a simple and reasonable subscription fee to encourage industry adoption that is both broad and thoughtful. Buy Or Sell Opportunity • Apr 17
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 8.1% to €192. The fair value is estimated to be €241, 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 17%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 15% per annum over the same time period. Duyuru • Apr 01
Veeva Announces Research Site Clinical Trial Management System Veeva Systems announced Veeva SiteVault CTMS, a clinical trial management system for research sites that is integrated with SiteVault eISF and SiteVault eConsent to allow sites to comprehensively manage clinical trials within one main system. Integration with sponsors using Veeva's Clinical Platform gives sites seamless bidirectional data flow to sponsors to reduce manual processes and increase efficiency. Veeva SiteVault CTMS is planned for initial release in August 2025 and will be free for sites with up to 20 concurrent active studies. Learn more about Veeva SiteVault CTMS and see a live demo during ACRP 2025, April 24-27, in New Orleans. Buy Or Sell Opportunity • Mar 31
Now 21% undervalued Over the last 90 days, the stock has risen 4.9% to €213. The fair value is estimated to be €269, 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 17%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 15% per annum over the same time period. Duyuru • Mar 13
Veeva Systems Inc. Announces Retirement of Tina Hunt from Board of Directors On March 10, 2025, Tina Hunt informed the board of directors of Veeva Systems Inc. of her intention to retire from her role as a director on the Board, effective immediately prior to the 2025 annual meeting of Veeva’s shareholders. Therefore, Dr. Hunt will not stand for re-election at the 2025 Annual Meeting. Buy Or Sell Opportunity • Mar 12
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 6.9% to €220. The fair value is estimated to be €281, 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 17%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 15% per annum over the same time period. Reported Earnings • Mar 06
Full year 2025 earnings released: EPS: US$4.41 (vs US$3.28 in FY 2024) Full year 2025 results: EPS: US$4.41 (up from US$3.28 in FY 2024). Revenue: US$2.75b (up 16% from FY 2024). Net income: US$714.1m (up 36% from FY 2024). Profit margin: 26% (up from 22% in FY 2024). 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. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Duyuru • Mar 06
Veeva Systems Inc. Provides Earnings Guidance for Fiscal First Quarter Ending April 30, 2025, and for Fiscal Year Ending January 31, 2026 Veeva Systems Inc. provided earnings guidance for fiscal first quarter ending April 30, 2025, and for fiscal year ending January 31, 2026. For the quarter, the company expects Total revenues between $726 and $729 million.
For the year, the company expects Total revenues between $3,040 and $3,055 million. Duyuru • Mar 05
Veeva CRM Pulse Improves Segmentation and Targeting with Brick-Level Hcp Access Data for 21 Countries Veeva Systems announced Veeva CRM Pulse, a data subscription that provides quarterly healthcare professional access and multichannel engagement metrics for the life sciences industry. With HCP access data as an input for segmentation, targeting, and engagement planning, Pulse provides immediate value for commercial operations and data analytics teams. Pulse is unique in giving customers HCP data that has: True Industry Census: Based on global usage of Veeva's leading CRM Suite, Pulse is the most complete, timely, and accurate data set for HCP access. Unmatched Coverage: Access and engagement metrics by channel are available for more than three million HCPs across 102 specialties and 21 countries. Aggregated for Data Privacy: HCP metrics are segmented and aggregated by country, specialty, and brick for data privacy. Quarterly data releases for 2025 will begin this April. Additional countries in Asia and Europe are planned for availability next year. Duyuru • Feb 13
Veeva Systems Inc. to Report Q4, 2025 Results on Mar 05, 2025 Veeva Systems Inc. announced that they will report Q4, 2025 results After-Market on Mar 05, 2025 Board Change • Feb 01
Insufficient new directors No 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. Buy Or Sell Opportunity • Jan 23
Now 21% undervalued Over the last 90 days, the stock has risen 8.6% to €214. The fair value is estimated to be €270, 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 14%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period. Buy Or Sell Opportunity • Dec 13
Now 23% undervalued Over the last 90 days, the stock has risen 11% to €219. The fair value is estimated to be €285, 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 14%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 14% per annum over the same time period. Reported Earnings • Dec 06
Third quarter 2025 earnings released: EPS: US$1.15 (vs US$0.84 in 3Q 2024) Third quarter 2025 results: EPS: US$1.15 (up from US$0.84 in 3Q 2024). Revenue: US$699.2m (up 13% from 3Q 2024). Net income: US$185.8m (up 38% from 3Q 2024). Profit margin: 27% (up from 22% in 3Q 2024). 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. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Duyuru • Dec 06
Veeva Systems Inc. Provides Revenue Guidance for the Fourth Quarter and Full Year Ending January 31, 2025 Veeva Systems Inc. provided revenue guidance for the fourth quarter and full year ending January 31, 2025. For the quarter, the company expects total revenues between $696 and $699 million.
For the year, the company expects total revenues between $2,722 and $2,725 million. Duyuru • Nov 26
Veeva Systems Announces Vault CRM Bot and Vault CRM Voice Control, Two New GenAI Capabilities in Vault CRM Veeva Systems announced Vault CRM Bot and Vault CRM Voice Control, two new GenAI capabilities in Vault CRM. Unveiled at Veeva Commercial Summit Europe, CRM Bot and Voice Control join a host of new innovations coming to Vault CRM next year. With these new capabilities, companies can deploy AI that will have immediate value by boosting field productivity. CRM Bot embeds the large language model (LLM) of your choice into Vault CRM to enable a wide range of context-driven tasks including pre-call planning, suggested actions, recommended content, and context-specific learning. Planned for availability in late 2025, CRM Bot is included in Vault CRM for no additional charge and requires the Vault Direct Data API.AI-powered Voice Control brings the human voice as a user interface into Vault CRM by leveraging Apple Intelligence for hands-free operation of CRM via spoken commands. Planned for availability in late 2025, Voice Control is included in Vault CRM for no additional charge and requires Apple Intelligence and compatible devices. Delivering AI within its products – like CRM Bot and Voice Control – is part of Veeva's overall strategy to help enable AI for the life sciences industry. Veeva also provides the Vault Direct Data API for high-speed access to data needed for AI and the Veeva AI Partner Program that enables customers and partners to more easily build AI applications that integrate seamlessly with Vault applications. Duyuru • Nov 15
Veeva Systems Inc. to Report Q3, 2025 Results on Dec 05, 2024 Veeva Systems Inc. announced that they will report Q3, 2025 results After-Market on Dec 05, 2024 Buy Or Sell Opportunity • Nov 12
Now 20% undervalued Over the last 90 days, the stock has risen 28% to €222. The fair value is estimated to be €278, 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 12%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 15% per annum over the same time period. New Risk • Oct 17
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 11% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company. Duyuru • Sep 16
Veeva Systems Inc. Announces Chief Financial Officer Changes Veeva Systems Inc. announced on September 11, 2024, the board of directors of the company appointed Brian Van Wagener as Chief Financial Officer, effective as of September 16, 2024 (the Effective Date). Prior to such appointment, Mr. Van Wagener was serving as Veeva’s Executive Vice President, Finance. Mr. Van Wagener will serve as Veeva’s principal financial officer. Mr. Van Wagener, age 42, brought to Veeva 20 years of corporate and consulting experience across the technology, healthcare, and life sciences sectors. He joined Veeva from BetterUp, where he was SVP, GTM Strategy and Operations since February 2023. Prior to joining BetterUp, he served in multiple roles at Veeva from 2017 to 2023, including as VP, Global Sales Operations, Chief People Officer, and Chief of Staff to the CEO. Over his career, Mr. Van Wagener also held positions at Frontier Communications and Monitor Deloitte, with responsibilities for strategic planning, business development, marketing, advanced analytics, and financial planning and analysis. Mr. Van Wagener earned a Bachelor of Arts degree in International Relations from Dartmouth College and a Master of Business Administration from Northwestern University’s Kellogg School of Management. As of the Effective Date, Tim Cabral has resigned from his position as Interim Chief Financial Officer of Veeva. Mr. Cabral will remain on the Veeva Board of Directors. Reported Earnings • Aug 30
Second quarter 2025 earnings released: EPS: US$1.06 (vs US$0.70 in 2Q 2024) Second quarter 2025 results: EPS: US$1.06 (up from US$0.70 in 2Q 2024). Revenue: US$676.2m (up 15% from 2Q 2024). Net income: US$171.0m (up 53% from 2Q 2024). Profit margin: 25% (up from 19% in 2Q 2024). 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. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Duyuru • Aug 22
Veeva Systems 's Veeva Vault LIMS Gains Momentum as Companies Unify Quality Assurance and Quality Control Veeva Systems announced increasing momentum for Veeva Vault LIMS, a modern cloud solution that simplifies end-to-end quality control (QC) business processes. Vault LIMS is unified with Veeva Vault Quality, enabling customers to share data and content across quality applications for more informed batch release decisions. With Vault LIMS, customers are bringing together quality assurance (QA) and QC to improve efficiency, compliance, and right first time execution. By establishing a seamless quality workflow, companies optimize QC to drive test reliability and accuracy while reducing cycle times. For established organizations and fast-growing biotechs, Vault LIMS delivers a complete QC management and test execution solution that can be deployed quickly. This reduces the reliance on IT teams and lowers the total cost of ownership, making the adoption of an advanced LIMS easier for the business. Duyuru • Aug 08
Veeva Systems Inc. to Report Q2, 2025 Results on Aug 28, 2024 Veeva Systems Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Aug 28, 2024 Duyuru • Jul 16
Veeva Systems Inc. Announces CFO Changes On July 15, 2024, Veeva Systems Inc. announced that Brian Van Wagener will become Veeva's chief financial officer following an approximately 60-day transition with Veeva board member and interim CFO, Tim Cabral. Mr. Cabral will remain on the Veeva Board of Directors. Mr. Van Wagener's expertise spans key disciplines including business and financial planning, sales operations, corporate development, and strategy in the technology, healthcare, and life sciences sectors. In his more than five years at Veeva, he held multiple executive positions as a member of the company's leadership team, including vice president of global sales operations and chief of staff to the CEO. His prior experience at start-ups and established global players includes Monitor Deloitte, Frontier Communications, and BetterUp. As CFO, Mr. Van Wagener will be responsible for finance, accounting, legal, investor relations, and treasury. Reported Earnings • Jun 04
First quarter 2025 earnings released: EPS: US$1.00 (vs US$0.82 in 1Q 2024) First quarter 2025 results: EPS: US$1.00 (up from US$0.82 in 1Q 2024). Revenue: US$650.3m (up 24% from 1Q 2024). Net income: US$161.7m (up 23% from 1Q 2024). Profit margin: 25% (in line with 1Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Duyuru • May 31
Veeva Systems Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2024 and for the Fiscal Year Ending January 31, 2025 Veeva Systems Inc. provided earnings guidance for the second quarter ending July 31, 2024 and for the fiscal year ending January 31, 2025. For the quarter, the company expects total revenue of $666 million- $669 million. For the year, the company expects total revenue of $2,700 million - $2,710 million. Duyuru • May 18
Veeva Systems Inc. Introduces Vault Basics for Biotechs Veeva Systems announced the availability of Veeva Vault Basics, a new offering that includes technology, training, and support designed for biotechs. Vault Basics equips fast-growing companies to deploy Veeva Vault applications with zero implementation and maintenance costs. Biotechs can quickly adopt applications built on industry best practices, establishing a foundation to scale and manage growth. Ten biotechs are live with Vault Basics to drive efficiency, speed, and compliance. Biotechs using Vault Basics can manage end-to-end processes on Vault applications that are always up to date with the latest features and functionality. Vault Basics is available for North America and includes: Vault eTMF Basics to ensure quality, timeliness, and completeness of a clinical trial master file. Vault QualityDocs and Training Basics to drive secure GxP document management and centralize employee training and content. Vault Submissions and Submissions Archive Basics to plan, author, review, and approve regulatory submissions with a complete history of regulatory authority interactions. Additional Vault Basics offerings are planned for availability in 2025. Duyuru • May 10
Veeva Systems Inc. to Report Q1, 2025 Results on May 30, 2024 Veeva Systems Inc. announced that they will report Q1, 2025 results After-Market on May 30, 2024 Duyuru • Apr 25
Veeva Systems Inc., Annual General Meeting, Jun 12, 2024 Veeva Systems Inc., Annual General Meeting, Jun 12, 2024, at 09:00 Pacific Standard Time. Agenda: To elect the directors; To ratify the appointment of KPMG LLP as independent registered public accounting firm for fiscal year ending January 31, 2025; and to consider other matters. Duyuru • Mar 01
Veeva Systems Inc. Provides Earnings Guidance for the First Quarter Ending April 30, 2024 and Fiscal Year Ending January 31, 2025 Veeva Systems Inc. provided earnings guidance for the first quarter ending April 30, 2024 and fiscal year ending January 31, 2025. For the first quarter, the company expects total revenues between $640 million and $643 million.For the fiscal year ending January 31, 2025, the company expects total revenues between $2,725 million and $2,740 million. Reported Earnings • Mar 01
Full year 2024 earnings released: EPS: US$3.28 (vs US$3.14 in FY 2023) Full year 2024 results: EPS: US$3.28 (up from US$3.14 in FY 2023). Revenue: US$2.36b (up 9.7% from FY 2023). Net income: US$525.7m (up 7.8% from FY 2023). Profit margin: 22% (in line with FY 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Healthcare Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Feb 22
Now 21% undervalued Over the last 90 days, the stock has risen 24% to €200. The fair value is estimated to be €253, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 12% per annum over the same time period. Buy Or Sell Opportunity • Feb 17
Now 20% undervalued Over the last 90 days, the stock has risen 27% to €206. The fair value is estimated to be €257, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 12% per annum over the same time period. Duyuru • Feb 12
Veeva Systems Announces Veeva Vault Submissions Publishing Elearning Veeva Systems announced Veeva Vault Submissions Publishing eLearning, a new regulatory information management (RIM) application that educates users on key publishing processes for seamless development of compliant content. With on-demand process-based training, companies can quickly onboard employees to use Veeva Vault Submissions publishing while increasing time to value. Vault Submissions Publishing eLearning provides employees with the resources to remain qualified and current with the latest features and techniques for efficient continuous publishing. The application will offer on-demand, self-paced training on processes and best practices and will be updated three times per year with each release of new Vault Submissions Publishing capabilities. This streamlines employee education and eliminates the need to develop custom in-person training programs, driving efficiency and compliance. More than 400 companies, including 16 of the top 20 biopharmas, use the unified Veeva Vault RIM platform to streamline submission management. In addition, more than 65 organizations use Vault Submission Publishing to speed the delivery of submissions to global health authorities. Veeva's regulatory team continues to partner with customers to simplify operations and accelerate processes. Duyuru • Feb 07
Veeva Systems Inc. to Report Q4, 2024 Results on Feb 29, 2024 Veeva Systems Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 29, 2024 Duyuru • Jan 30
Veeva Systems Announces the Availability of the Full Veeva Compass Suite of Commercial Data Products Veeva Systems announced the availability of the full Veeva Compass Suite of commercial data products for a more complete view into patient populations and HCP-level insight. Veeva Compass Prescriber and Veeva Compass National are the first to deliver projections for both retail prescriptions and complex procedures, including in-office administered therapies, injections, and infusions. Veeva Compass Suite also includes Compass Patient, granular, longitudinal patient data spanning prescriptions, procedures, and diagnoses. Veeva Compass products are licensed by the brand and give brands unlimited data access, including historical data. Veeva Compass data products are available for the U.S. market and include: Veeva Compass Patient provides granular, anonymous patient data, including prescriptions, procedures, and diagnoses for market assessment, patient journey analytics, patient finding, HCP segmentation and targeting, and triggers and alerts; Veeva Compass Presc subscriber includes projected prescriptions and procedures data at the HCP, HCO, and zip code levels for HCP segmentation and targeting. Veeva Compass National is projected prescriptions and procedures data at The state and national levels for forecasting, market share tracking, and commercial strategy. Reported Earnings • Dec 07
Third quarter 2024 earnings released: EPS: US$0.84 (vs US$0.70 in 3Q 2023) Third quarter 2024 results: EPS: US$0.84 (up from US$0.70 in 3Q 2023). Revenue: US$616.5m (up 12% from 3Q 2023). Net income: US$135.2m (up 25% from 3Q 2023). Profit margin: 22% (up from 20% in 3Q 2023). 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 8.8% growth forecast for the Healthcare Services industry in Europe. Duyuru • Nov 17
Veeva Systems Inc. to Report Q3, 2024 Results on Dec 06, 2023 Veeva Systems Inc. announced that they will report Q3, 2024 results After-Market on Dec 06, 2023 Duyuru • Nov 10
Veeva Systems Inc. provides Earnings Guidance for Its Fiscal Fourth Quarter and Fiscal Year Ending January 31, 2024 and for Its Fiscal Year Ending January 31, 2025 Veeva Systems Inc. provided earnings guidance for its fiscal fourth quarter ending January 31, 2024, for its fiscal year ending January 31, 2024 and for its fiscal year ending January 31, 2025. For the quarter, company expects Total revenues between $621 and $623 million. For its fiscal year ending January 31, 2024, company expects Total revenue between $2,353 and $2,355 million.For its fiscal year ending January 31, 2025, company expects total revenue of at least $2,750 million. Buying Opportunity • Nov 10
Now 26% undervalued after recent price drop Over the last 90 days, the stock is down 9.5%. The fair value is estimated to be €214, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 12% per annum over the same time period. Duyuru • Sep 01
Veeva Systems Inc. Provides Guidance for Its Fiscal Third Quarter Ending October 31, 2023, for Its Fiscal Year Ending January 31, 2024 and for Its Fiscal Year Ending January 31, 2025 Veeva is providing guidance for its fiscal third quarter ending October 31, 2023, for its fiscal year ending January 31, 2024 and for its fiscal year ending January 31, 2025. For the year, company expects Total revenues between $614 and $616 million. Non-GAAP operating income between $223 and $225 million, Non-GAAP fully diluted net income per share between $1.26 and $1.27.For its fiscal year ending January 31, 2024, company expects Total revenues between $2,365 and $2,370 million. Non-GAAP operating income of about $820 million. Non-GAAP fully diluted net income per share of approximately $4.68.For its fiscal year ending January 31, 2025, company expects Total revenues of at least $2,800 million. Non-GAAP operating income of at least $1,000 million. Reported Earnings • Aug 31
Second quarter 2024 earnings released: EPS: US$0.70 (vs US$0.58 in 2Q 2023) Second quarter 2024 results: EPS: US$0.70 (up from US$0.58 in 2Q 2023). Revenue: US$590.2m (up 11% from 2Q 2023). Net income: US$111.6m (up 23% from 2Q 2023). Profit margin: 19% (up from 17% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Healthcare Services industry in Europe. Duyuru • Aug 22
Veeva Systems Inc. Appoints Kristine Diamond as Principal Accounting Officer On August 17, 2023, the board of directors of Veeva Systems Inc. appointed Kristine Diamond as company’s principal accounting officer, effective August 21, 2023. Prior to joining the company, Ms. Diamond, age 55, served as VP, Corporate Controller for DocuSign Inc. from November 2021 to July 2023. She also served as SVP, Chief Accounting Officer for Poly (formerly Plantronics Inc. and Polycom Inc.) from March 2019 to October 2021 and VP, Corporate Controller from November 2012 to March 2019. Ms. Diamond earned a Bachelor of Business Administration, Accounting from Western Michigan University, and a Master in Business Administration and Management from the University of California, Berkeley, Haas School of Business. Ms. Diamond is also a licensed certified public accountant in the State of Michigan. Duyuru • Aug 09
Veeva Systems Inc. to Report Q2, 2024 Results on Aug 30, 2023 Veeva Systems Inc. announced that they will report Q2, 2024 results After-Market on Aug 30, 2023 Recent Insider Transactions • Jun 07
Chief Accounting Officer recently sold €59k worth of stock On the 2nd of June, Michele O'Connor sold around 319 shares on-market at roughly €185 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months. Duyuru • Jun 07
Veeva Business Consulting Expands with New R&D Services Veeva Systems announced the expansion of its business consulting services to help life sciences organizations achieve greater speed and efficiency across the product development lifecycle. Veeva R&D Business Consulting will work closely with customers to apply unique industry data, develop new digital operating models, and optimize the use of technology across clinical, regulatory, and safety. Veeva R&D Business Consulting will provide process and operating model design, data governance and change management services, and Veeva Development Cloud optimization. These offerings complement customer investments in software and will enhance engagements with other service providers for planning and executing critical transformation efforts. Veeva R&D Business Consulting is already supporting clinical, regulatory, and safety initiatives at global biopharmaceutical companies. Reported Earnings • Jun 01
First quarter 2024 earnings released: EPS: US$0.82 (vs US$0.65 in 1Q 2023) First quarter 2024 results: EPS: US$0.82 (up from US$0.65 in 1Q 2023). Revenue: US$526.3m (up 4.2% from 1Q 2023). Net income: US$131.5m (up 31% from 1Q 2023). Profit margin: 25% (up from 20% in 1Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Healthcare Services industry in Europe. Duyuru • Jun 01
Veeva Systems Inc. Provides Guidance for the Fiscal Second Quarter Ending July 31, 2023, Updates Guidance for the Fiscal Year Ending January 31, 2024 and Reiterates Guidance for the Fiscal Year Ending January 31, 2025 Veeva Systems Inc. provided guidance for the fiscal second quarter ending July 31, 2023, updated guidance for the fiscal year ending January 31, 2024 and reiterated guidance for the fiscal year ending January 31, 2025. For the quarter, the company expects total revenues between $580 and $582 million.For the fiscal year ending January 31, 2024, the company expects total revenues between $2,360 and $2,370 million.For the fiscal year ending January 31, 2025, the company expects total revenues of at least $2,800 million. Duyuru • May 11
Veeva Systems Inc., Annual General Meeting, Jun 21, 2023 Veeva Systems Inc., Annual General Meeting, Jun 21, 2023, at 08:00 Pacific Standard Time. Agenda: To consider election of directors; to consider ratification of the appointment of independent registered public accounting firm; to consider approval of an amendment and restatement of certificate of incorporation to eliminate inoperative provisions and update Certain other miscellaneous provisions; and to transact such other business. Reported Earnings • Mar 03
Full year 2023 earnings released: EPS: US$3.14 (vs US$2.79 in FY 2022) Full year 2023 results: EPS: US$3.14 (up from US$2.79 in FY 2022). Revenue: US$2.16b (up 16% from FY 2022). Net income: US$487.7m (up 14% from FY 2022). Profit margin: 23% (in line with FY 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Healthcare Services industry in Europe. Duyuru • Feb 01
Veeva Systems Inc. to Report Q4, 2023 Results on Mar 01, 2023 Veeva Systems Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Mar 01, 2023 Duyuru • Jan 28
Veeva Systems Inc. Announces Executive Changes On January 24, 2023, after over ten years of service, Michele O’Connor, Chief Accounting Officer, informed Veeva Systems Inc. (“Veeva”) of her decision to resign from her position for personal reasons effective as of June 23, 2023. Brent Bowman, Chief Financial Officer of Veeva, will serve as principal accounting officer upon Ms. O’Connor’s departure. Recent Insider Transactions • Jan 09
Chief Accounting Officer recently sold €1.1m worth of stock On the 4th of January, Michele O'Connor sold around 7k shares on-market at roughly €154 per share. This transaction amounted to 46% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.1m more than they bought in the last 12 months. Buying Opportunity • Jan 06
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 12%. The fair value is estimated to be €193, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 9.6%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 17% per annum over the same time period. Reported Earnings • Dec 03
Third quarter 2023 earnings released: EPS: US$0.70 (vs US$0.69 in 3Q 2022) Third quarter 2023 results: EPS: US$0.70 (up from US$0.69 in 3Q 2022). Revenue: US$552.4m (up 16% from 3Q 2022). Net income: US$108.5m (up 2.4% from 3Q 2022). Profit margin: 20% (down from 22% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Healthcare Services industry in Europe. Board Change • Nov 16
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Sep 02
Second quarter 2023 earnings released: EPS: US$0.58 (vs US$0.71 in 2Q 2022) Second quarter 2023 results: EPS: US$0.58 (down from US$0.71 in 2Q 2022). Revenue: US$534.2m (up 17% from 2Q 2022). Net income: US$90.6m (down 17% from 2Q 2022). Profit margin: 17% (down from 24% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 16%, compared to a 16% growth forecast for the Healthcare Services industry in Germany. Valuation Update With 7 Day Price Move • Sep 01
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €178, the stock trades at a forward P/E ratio of 67x. Average forward P/E is 33x in the Healthcare Services industry in Europe. Total loss to shareholders of 32% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €277 per share. Buying Opportunity • Aug 29
Now 25% undervalued Over the last 90 days, the stock is up 28%. The fair value is estimated to be €270, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings is also forecast to grow by 17% per annum over the same time period. Recent Insider Transactions • Jun 08
Chief Accounting Officer recently sold €66k worth of stock On the 3rd of June, Michele O'Connor sold around 371 shares on-market at roughly €177 per share. In the last 3 months, there was an even bigger sale from another insider worth €2.1m. Insiders have been net sellers, collectively disposing of €2.2m more than they bought in the last 12 months. Reported Earnings • Jun 02
First quarter 2023 earnings released: EPS: US$0.65 (vs US$0.76 in 1Q 2022) First quarter 2023 results: EPS: US$0.65 (down from US$0.76 in 1Q 2022). Revenue: US$505.1m (up 17% from 1Q 2022). Net income: US$100.1m (down 13% from 1Q 2022). Profit margin: 20% (down from 27% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 17%, compared to a 22% growth forecast for the industry in Germany. Board Change • Apr 27
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Director Marshall Mohr was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Buying Opportunity • Apr 07
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 9.2%. The fair value is estimated to be €236, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 15% per annum over the same time period. 
