DailyIQ
Last updated2 minutes ago

VEEV·Veeva Systems Inc.

$301.74
+5.89 (+1.99%)
Overnight$301.81+0.07 (+0.02%)
High
$309.32
Open
$300.00
Market Cap
49.04B
52W High
$309.32
Low
$295.50
P. Close
$301.74
P/E
48.33
52W Low
$148.05
Fwd P/E
29.43
DailyIQ Est.
$310.26
Inst. Ownership
34.9%
Short Interest
3.01%
Days to Cover
2.7
Technical Score (1D)
100
BULLISH
News Sentiment
58
BULLISH
On Oct 13, VEEV closed at $301.63, up 1.95% despite broader market declines. The company’s cloud‑based life‑science software platform outperformed peers, with a 15.11% revenue growth forecast for the quarter and a projected EPS of $2.33, up 14.22% year‑over‑year. Analysts also expected full‑year earnings of $9.22 per share and revenue of $3.69 billion, marking increases of 13.83% and 15.35% respectively. The positive outlook was reported to support the stock’s recent gains and attract investor attention ahead of the earnings release.
LOW TARGET
$180 -40.3%
2 analysts
MEAN TARGET
$297 -1.5%
21 analysts
HIGH TARGET
$343 +13.7%
14 analysts
PRICE RANGE
$180.00 - $343.00
SB / B / H / S / SS
9/17/9/1/1
DAILYIQ EST.
$310.26 (+2.9%)
Sector
Healthcare
Industry
Health Information Services
Exchange
NYQ
Country
United States
Website
Symbol
VEEV
Description
Veeva Systems Inc. is a leading provider of cloud-based software solutions specifically designed for the life sciences sector, serving a global client base across North America, Europe, Asia Pacific, the Middle East, Africa, and Latin America. The company's core offering, Veeva Commercial Cloud, encompasses a suite of applications focused on customer relationship management, medical content distribution, and analytics, enhancing commercial operations for pharmaceutical and biotechnology firms. Veeva Data Cloud provides critical customer data solutions, while Veeva Development Cloud supports clinical trial execution, data management, and regulatory compliance. Veeva also offers Veeva Quality Cloud and comprehensive professional services, including consulting, implementation, and ongoing support, solidifying its position as a comprehensive technology partner for life sciences organizations.
Bought (1Y)
0 shares
$0
Sold (1Y)
65,128 shares
$16.5M
Faddis JonathanSVP, Gen. Counsel, Secretary
Gift803 shares2026-10-02
Rizzo Daniel JEVP, Sales, Consulting, & Svcs
Sell321 shares2026-10-02
Rizzo Daniel JEVP, Sales, Consulting, & Svcs
Sell4,520 shares2026-10-02
Faddis JonathanSVP, Gen. Counsel, Secretary
Option Exercise1,636 shares2026-10-01
Faddis JonathanSVP, Gen. Counsel, Secretary
Tax Withholding833 shares2026-10-01
83/ 100
Bullish
Overall: Bullish
✓Revenue growing year over year
✓Positive net margin
✓Positive operating cash flow
Gross Margin
75.5%
Net Margin
28.4%
Revenue CAGR
32.6%
Current Ratio
4.89x
Return on Equity
12.6%
Earnings Summary
Veeva Systems Inc. is a leading provider of cloud‑based software solutions for the life sciences sector, offering a suite of applications that enhance commercial operations, clinical trial execution, and regulatory compliance for pharmaceutical and biotechnology firms. Operating within the healthcare and health information services space, Veeva’s platform is widely adopted across North America, Europe, Asia Pacific, and other regions, positioning it as a comprehensive technology partner for life‑sciences organizations. In the most recent quarter, Veeva reported Q4 2024 earnings with an EPS of $1.74 versus an estimate of $1.58 and revenue of $720.9 million, a modest increase from prior periods; the following quarter, Q4 2026, saw EPS rise to $2.06 against an estimate of $1.97 and revenue of $835.95 million, again surpassing expectations. These results illustrate a consistent pattern of beating analyst estimates in consecutive quarters, with EPS growth accelerating from $1.74 to $2.06 and revenue growth maintaining a positive trajectory. Historically, Veeva has delivered year‑over‑year revenue growth while occasionally missing EPS estimates, yet the company’s ability to consistently exceed revenue forecasts underscores its strong market demand. Recent news highlights the launch of Falcon AI, an agentic platform that dramatically reduces regulatory inquiry turnaround times, and Falcon Safety, an automated adverse event intake solution; both developments are expected to enhance customer retention and open upsell opportunities, reinforcing the company’s competitive moat.

EPS

EstBeatMiss
$1.47$1.71$1.96$2.21$2.46Q4'24Q4'26Q1'27Q3'27
QtrEstActual+/−
Q3'27$2.34 - -
Q1'27$2.17$2.24+3.2%
Q4'26$1.97$2.06+4.5%
Q4'24$1.58$1.74+10.1%

Revenue

EstBeatMiss
$686M$762M$837M$913M$989MQ4'24Q4'26Q1'27Q3'27
QtrEstActual+/−
Q3'27$954M - -
Q1'27$871M$883M+1.4%
Q4'26$827M$836M+1.1%
Q4'24 - $721M -

Market Data

VEEV Stock Snapshot

BULLISH100/100
$301.81+$0.07 (0.0%)
Market cap
49.04B
P/E ratio
48.3
Day range
$295.50 – $309.32
News sentiment
58/100 · Neutral
Analyst target
$297.04 (-1.6%)
Consensus
Buy · 37 analysts
52-week range+103.9% off low · -2.4% from high
$148.05$309.32
Price $301.81 DailyIQ Est. $310.26

VEEV is trading with the trend behind it, which is what pushes the technical read bullish. Earnings and guidance carry more weight than macro data at this capitalisation.

Behaviour On Record

What VEEV's own history says about today's numbers

Realized volatility (21d)
27.8% 28th pct
Below its peak
-13.2%
vs 200-day average
+46.0%
Up days (1y)
51%

Veeva Systems Inc. is currently running 27.8% annualised volatility over the last 21 sessions. Measured against VEEV's own 13 years of daily returns rather than a market-wide average, that is the 28th percentile — on the quiet side for this stock, against a typical reading of 34.5%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

VEEV is trading -13.2% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -26.7%, and the deepest was -53.7% in 2014. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.

Price sits +46.0% from its 200-day moving average. Against every other day in its history, that gap ranks at the 98th percentile — a wider gap than this stock usually carries. Over the past year VEEV closed higher on 51% of sessions, and it is currently 2 sessions into a rising streak.

On October specifically: over 13 years of records, VEEV finished the month higher 7 of 13 times, with a median return of +0.6% and an average of +0.5%. Its strongest month historically has been August at +7.3% on average, its weakest December at -6.4%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: VEEV has opened more than 2% away from the prior close in 171 of 3,264 sessions (5.2% of the time), with the largest gaps running +8.0% and -7.5%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

All figures computed from 3,265 daily closes between 2013-10-16 and 2026-10-09, split-adjusted, recomputed daily. Percentiles are against VEEV's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of VEEV's sector?

Veeva Systems Inc. sits in the Software sector, currently ranked 2nd of 12 GICS sectors by relative-strength rotation score (weakening). Within its narrower Software industry group, VEEV ranks 2nd of 15 tracked industries, weakening.

Sector rank
#2 of 12
Sector state
Weakening
Sector rotation score
91
Industry rank
#2 of 15

Options Market

What is the options market pricing for VEEV?

CallsPuts

For Veeva Systems Inc.'s nearest expiry (2026-10-16, 2 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.44), with at-the-money implied volatility around 80.0%. The options market is pricing roughly a ±5.6% move by that expiry — a range of about $253.55–$283.83.

Put/call ratio (2026-10-16)
0.44
ATM implied volatility
80.0%
Total open interest
3,583
Expected move by 2026-10-16
±5.6% ($253.55–$283.83)

Analyst Rating Changes

Are analysts turning bullish or bearish on VEEV?

Citigroup most recently reiterated its rating on Veeva Systems Inc. to Neutral on Aug 28, 2026 with a price target of $273 (from $190). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.

Latest action
Citigroup — Neutral
90-day upgrades
0
90-day downgrades
0
Net rating momentum
0
DateFirmActionRatingPrice target
Aug 28, 2026CitigroupMaintainedNeutral$190 → $273
Aug 27, 2026MizuhoMaintainedOutperform$270 → $280
Aug 27, 2026BMO CapitalMaintainedMarket Perform$175 → $270
Aug 27, 2026BairdMaintainedOutperform$260 → $300
Aug 27, 2026Canaccord GenuityMaintainedHold$220 → $260
Aug 27, 2026TD CowenMaintainedBuy$235 → $283
Aug 27, 2026BarclaysMaintainedOverweight$275 → $315
Aug 27, 2026UBSMaintainedNeutral$190 → $290
Aug 27, 2026RBC CapitalMaintainedOutperform$275 → $325
Aug 27, 2026GuggenheimMaintainedBuy$276 → $310
Aug 27, 2026Morgan StanleyMaintainedEqual-Weight$215 → $275
Aug 27, 2026Truist SecuritiesMaintainedBuy$262 → $305

Peers & ETF holders

VEEV peers & ETF holders

News Sentiment Analysis

Sentiment gathered from recent headlines

58/100
Strong NegativeNeutralStrong Positive
MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles
What did this article say?
On October 13, VEEV closed at $301.63, up 1.95% despite broader market declines. The company’s cloud‑based life‑science software platform outperformed peers, with a 15.11% revenue growth forecast for the quarter and a projected EPS of $2.33, up 14.22% YoY. Analysts expect full‑year earnings of $9.22 per share and revenue of $3.69 billion, marking a 13.83% and 15.35% increase respectively. The positive outlook is likely to support the stock’s recent gains and attract investor attention ahead of earnings release.
What did this article say?
During the October 7 episode of Mad Money, Jim Cramer highlighted Veeva Systems’ recovery, noting that major drugmakers Eli Lilly and Amgen had committed to deploying its Vault CRM platform globally, while the company continued to integrate AI to automate repetitive tasks for customers.
What did this article say?
Veeva Systems’ stock has recently been scrutinized for potential undervaluation, with analysts noting an 11% gap below fair value after new biotech adoption news. The company’s recent wins—expanding Veeva Basics, extending Veeva DQS in clinical trials, and rolling out Veeva OpenData globally—are expected to bolster recurring software cash flows from life‑science clients. Despite a 31.9% return over the past three years, the 45.4x P/E ratio suggests the current share price may not fully reflect the firm’s intrinsic value when viewed through future cash flows. The analysis highlights a moderate negative outlook, questioning whether the market price aligns with Veeva’s cash‑generation prospects.
What did this article say?
Veeva Systems (VEEV) was highlighted as a resilient growth stock despite high Treasury yields. Analysts noted that the company’s cloud‑based life‑science solutions continue to attract customers, supporting revenue growth. The article emphasized that VEEV’s earnings prospects remain robust, making it a worthwhile addition to long‑term portfolios. It also compared VEEV favorably to Grail, suggesting similar upside potential. Overall, the piece reinforced confidence in VEEV’s growth trajectory.
What did this article say?
Veeva Systems (VEEV) highlighted strong uptake of its Veeva Basics platform, with over 175 emerging biotechs adopting the solution for clinical, regulatory, and early commercialization workflows. The company’s share price surged 48.92% over the past 90 days and 28.71% year‑to‑date, reflecting investor enthusiasm. Analysts note that VEEV’s products are deeply embedded in pharmaceutical workflows, suggesting a durable underlying engine and positioning the stock as potentially undervalued relative to its fair value.
What did this article say?
VEEV’s shares had nearly doubled in recent months, positioning the stock near several key buy levels as the broader market rally continued. The upward trend reflects growing investor confidence in the company’s long‑term growth prospects. Analysts noted that the price movement suggests a potential upside opportunity for investors seeking exposure to a leading software provider in the life sciences sector.
What did this article say?
Evercore ISI lifted its price target for VEEV from $185 to $250, reflecting a more optimistic view of the company’s growth prospects. The upgrade was accompanied by an overweight rating, suggesting analysts expect VEEV to outperform peers. The new target represents a significant upside relative to the prior consensus, indicating confidence in VEEV’s business model and market position.
What did this article say?
Veeva Systems reported robust revenue growth and healthy margins, reinforcing its position as a leading cloud software provider for life sciences. Technical analysis indicated a consolidation breakout, suggesting potential upside momentum. Analysts highlighted that the primary risk to investors is the company’s valuation, which could temper enthusiasm for the growth narrative. The combination of solid fundamentals and a favorable technical setup points to a positive outlook, though valuation concerns may limit immediate upside.
What did this article say?
Veeva Systems reported that over 175 emerging biotech firms now use its Veeva Basics platform for drug development, marking a significant expansion of its digital trial services. The company’s Data Quality System processed and cleaned data for more than 1 million subjects across more than 1,000 clinical studies, underscoring its growing scale. Management highlighted these updates as steps toward greater automation in clinical trial data handling for life‑science customers, positioning VEEV as a key enabler in the digital drug development space.
What did this article say?
Veeva Systems announced that its Data Quality System (DQS) platform now supports data cleaning across more than 1,000 clinical studies involving over one million subjects. The expansion reflects growing adoption of VEEV’s clinical data management tools amid increasing trial complexity. The broader reach is expected to deepen customer engagement, reinforce VEEV’s leadership in clinical software, and create recurring revenue opportunities over the long term.

Technical Analysis

Real-time indicators across multiple timeframes

100
BULLISH
Momentum rank against about 1,000 stocks and ETFs for this timeframe.
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Institutional & Hedge Fund Ownership
25 tracked managers · $10.66B combined position · 12 adding, 13 trimming, 0 unchanged (latest 13F filings)
ManagerTrendShares Held% of Co.Position ValueFiled
Vanguard Group Inc▼ Sell15,368,8689.46%$3.43B2026-01-29
BlackRock, Inc.▲ Buy12,862,5037.92%$2.28B2026-08-07
AllianceBernstein L.P.▼ Sell4,913,3223.02%$863.07M2026-08-14
Geode Capital Management, LLC▲ Buy4,508,9332.77%$797.40M2026-08-12
AQR Capital Management LLC▲ Buy3,498,3712.15%$615.47M2026-08-14
JPMorgan Chase & Co▼ Sell1,600,1950.98%$281.99M2026-08-12
Invesco Ltd.▲ Buy1,565,9550.96%$277.91M2026-08-14
Morgan Stanley▲ Buy1,519,9410.94%$269.74M2026-08-13
Goldman Sachs Group Inc▲ Buy1,440,1370.89%$255.58M2026-08-14
Northern Trust Corp▲ Buy1,413,0200.87%$250.77M2026-08-13
Norges Bank▼ Sell1,403,8330.86%$249.14M2026-08-12
Bank of America Corp▼ Sell1,225,8750.75%$217.56M2026-08-14
Two Sigma Investments, LP▼ Sell943,5070.58%$167.44M2026-08-14
Baillie Gifford & Co▲ Buy776,9180.48%$137.88M2026-08-06
Wellington Management Group LLP▼ Sell714,0540.44%$126.72M2026-08-14
Man Group plc▼ Sell365,0720.22%$64.79M2026-08-14
Citigroup Inc▲ Buy327,6630.20%$58.15M2026-08-03
Wells Fargo & Company▲ Buy294,4190.18%$52.25M2026-08-14
FMR LLC (Fidelity)▼ Sell275,3090.17%$48.86M2026-08-13
Millennium Management LLC▲ Buy270,7720.17%$48.05M2026-08-14
Susquehanna International Group, LLP▲ Buy255,7690.16%$45.39M2026-08-14
Loomis Sayles & Co L P▼ Sell229,8240.14%$40.79M2026-08-14
Squarepoint Ops LLC▼ Sell166,3180.10%$29.52M2026-08-14
D. E. Shaw & Co., Inc.▼ Sell129,0250.08%$22.90M2026-08-14
Capital World Investors▼ Sell127,4340.08%$22.62M2026-08-12
Q2 2026 flow:6.44M sh bought ($1.14B)8.68M sh sold ($1.54B)net -2.24M sh (−$396.89M)
Congressional Trading Activity
5 disclosed trades · ~$40.0K est. traded value · 2 buys, 3 sells
MemberChamberStateTypeAmountTradedFiled
Rob BresnahanHousePA08▲ Buy$1K - $15K2025-05-292025-06-23
Rob BresnahanHousePA08▼ Sell$1K - $15K2025-05-162025-06-09
Byron DonaldsHouseFL19▼ Sell$1K - $15K2025-03-202025-04-14
Tommy TubervilleSenateAL▼ Sell$1K - $15K2022-03-302022-04-08
Tommy TubervilleSenateAL▲ Buy$1K - $15K2021-02-092021-07-23