Veeva Systems (VEEV) Hisse Özeti
Veeva Systems Inc. Kuzey Amerika, Avrupa, Asya Pasifik, Orta Doğu, Afrika ve Latin Amerika'da yaşam bilimleri endüstrisi için bulut tabanlı yazılım sağlamaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 1/6 |
| Geçmiş Performans | 5/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
Ödüller
Risk Analizi
Risk kontrollerimizden VEEV için herhangi bir risk tespit edilmedi.
VEEV Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$320
FV
40.6% değerinin altında içsel indirim18.51%
Revenue growth p.a.
2k
users have viewed this narrative6users have liked this narrative
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32users have followed this narrative
Veeva Systems Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$190.12 |
| 52 Haftanın En Yüksek Seviyesi | US$310.50 |
| 52 Haftanın En Düşük Seviyesi | US$148.05 |
| Beta | 0.94 |
| 1 Aylık Değişim | 19.17% |
| 3 Aylık Değişim | 19.50% |
| 1 Yıllık Değişim | -32.65% |
| 3 Yıllık Değişim | -8.10% |
| 5 Yıllık Değişim | -40.16% |
| Halka arzdan bu yana değişim | 411.63% |
Son Haberler & Güncellemeler
Yeni Anlatı • 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.
Anlatı Güncellemesi • 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.Recent updates
Yeni Anlatı • 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.Anlatı Güncellemesi • 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.Seeking Alpha • Jun 24
Veeva Systems: The AI Thesis Is More Tangible Now
Summary Veeva Systems remains a Buy, with core revenue and subscription growth in the mid-teens and a compelling ~16x NTM PE valuation. Falcon, VEEV's agentic labor AI platform, makes the AI opportunity tangible, offering automation for compliance-sensitive, high-volume workflows in life sciences. R&D and Quality subscription revenue outpaces consolidated growth at 19% y/y, while Commercial gains traction with over 150 live Vault CRM customers. VEEV's valuation does not require immediate AI monetization; continued core business compounding and successful CRM migrations underpin upside potential. Read the full article on Seeking AlphaAnaliz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 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 AlphaHissedar Getirileri
| VEEV | US Healthcare Services | US Pazar | |
|---|---|---|---|
| 7D | -1.0% | -1.7% | 0.1% |
| 1Y | -32.6% | -37.6% | 20.3% |
Getiri vs. Endüstri: VEEV geçen yıl % -37.6 oranında getiri sağlayan US Healthcare Services sektörünü aştı.
Getiri vs Piyasa: VEEV geçen yıl % 20.3 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| VEEV volatility | |
|---|---|
| VEEV Average Weekly Movement | 6.9% |
| Healthcare Services Industry Average Movement | 9.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: VEEV son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: VEEV 'nin haftalık oynaklığı ( 7% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2007 | 7,928 | Peter Gassner | www.veeva.com |
Veeva Systems Inc. Kuzey Amerika, Avrupa, Asya Pasifik, Orta Doğu, Afrika ve Latin Amerika'da yaşam bilimleri endüstrisi için bulut tabanlı yazılımlar sağlamaktadır. Şirket, ilaç ve biyoteknoloji şirketleri için Veeva Vault CRM Suite'i içeren Veeva Commercial Cloud; birden fazla kanal ve coğrafyada tıbbi içerik kaynağı sağlayan Veeva Medical; uçtan uca bir içerik ve dijital varlık yönetimi çözümü olan Veeva PromoMats ve ilaç markaları için bir analiz platformu olan Veeva Crossix'i sunmaktadır. Ayrıca, bir müşteri referans veri çözümü olan Veeva OpenData; derin veri sağlayan Veeva Link; kimliksizleştirilmiş ve uzunlamasına hasta verilerini içeren Veeva Compass ve erişim ve çok kanallı etkileşim ölçümleri sağlayan Veeva CRM Pulse gibi Veeva Data Cloud'u da sunmaktadır.
Veeva Systems Inc. Temel Bilgiler Özeti
| VEEV temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$30.88b |
| Kazançlar(TTM) | US$941.65m |
| Gelir(TTM) | US$3.32b |
32.8x
F/K Oranı9.3x
P/S OranıVEEV aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| VEEV gelir tablosu (TTM) | |
|---|---|
| Gelir | US$3.32b |
| Gelir Maliyeti | US$829.12m |
| Brüt Kâr | US$2.49b |
| Diğer Giderler | US$1.55b |
| Kazançlar | US$941.65m |
Son Raporlanan Kazançlar
Apr 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 5.80 |
| Brüt Marj | 75.02% |
| Net Kâr Marjı | 28.37% |
| Borç/Özkaynak Oranı | 0% |
VEEV uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/13 05:47 |
| Gün Sonu Hisse Fiyatı | 2026/07/10 00:00 |
| Kazançlar | 2026/04/30 |
| Yıllık Kazançlar | 2026/01/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Veeva Systems Inc. 43 Bu analistlerden 28, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Joseph Vruwink | Baird |
| Saket Kalia | Barclays |
| Sean Dodge | BMO Capital Markets Equity Research |