DailyIQ
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Sector:HealthcareAll sectors
Last updated 3 minutes ago

VEEV·Veeva Systems Inc.

$.
+. (+.%)
After Hours
High
$194.96
Open
$193.48
Market Cap
30.84B
52W High
$310.50
Low
$189.33
P. Close
$190.19
P/E
32.75
52W Low
$148.05
Fwd P/E
18.95
DailyIQ Est.
$259.18
Technical Score (1D)
86
BUY
News Sentiment
70
BULLISH
Veeva Systems was just removed from several Russell growth indices, a move that signals the market may have over‑discounted the stock relative to its peers. The removal comes after the company posted earnings beats and maintained healthy operating margins, which supports a potential upside if the market corrects the valuation. In the short term, the stock’s 30‑day return of 13.13% and 90‑day gain of 25.27% suggest momentum is picking up, but the year‑to‑date decline of 13.57% and a 1‑year total shareholder return drop of 32.64% indicate lingering long‑term pressure. Veeva’s new EHS application, slated for an early‑adopter rollout in August 2026, expands its Quality Cloud suite into operational risk and safety for life‑science manufacturing and testing teams. The addition of EHS processes could drive cross‑sell opportunities within Veeva’s broader product ecosystem, potentially boosting revenue in the next 1–10 trading days if early adopters begin to commit. Traders should monitor the speed of customer adoption of the EHS app and how quickly it integrates with existing Veeva solutions, as this will determine whether the company can capture additional market share in the compliance space. The company’s operating margin remains robust at 28.8%, indicating efficient cost management that could cushion any short‑term volatility. Watch for the upcoming earnings release for guidance on revenue growth and any updates on the EHS rollout timeline, as these will be key indicators of whether the market’s reassessment of Veeva’s valuation holds. Additionally, keep an eye on broader life‑science software demand and regulatory changes that could influence the adoption of Veeva’s compliance solutions. If the EHS tool gains traction quickly, it could reinforce the narrative that Veeva is undervalued, potentially leading to a price correction over the next trading week.
Earnings Summary
Veeva Systems Inc. is a leading provider of cloud‑based software solutions for the life sciences sector, delivering applications that enhance commercial operations, data management, and regulatory compliance for pharmaceutical and biotechnology firms. Operating within the healthcare and health information services space, the company’s suite—Veeva Commercial Cloud, Data Cloud, Development Cloud, and Quality Cloud—positions it as a comprehensive technology partner for global life‑science organizations. In Q4 2024 Veeva reported $720.9 million in revenue and $1.74 EPS, beating the $1.58106 estimate, while Q4 2026 saw $835.95 million in revenue and $2.06 EPS, again surpassing the $1.9717 estimate; Q1 2027 delivered $882.95 million in revenue and $2.24 EPS, exceeding the $2.1709 forecast, indicating a 15.4 % revenue increase from Q4 2024 to Q4 2026 and a 5.8 % rise from Q4 2026 to Q1 2027, with EPS growth decelerating from 18 % to 8.7 % over the same periods, yet maintaining a streak of three consecutive earnings‑per‑share beats. Historically, Veeva has shown a consistent upward trajectory in both revenue and EPS, with subscription revenue growing 15 % YoY in Q1 2027 and recurring revenue gains driven by its AI initiatives; the company has repeatedly outperformed analyst expectations, underscoring a resilient growth pattern even as margins face pressure from expanding product investments. Recent developments include the launch of Veeva EHS, Falcon AI, and Falcon MLR platforms, as well as the Copli acquisition, which collectively broaden the firm’s regulatory and safety offerings and could accelerate adoption among existing Vault customers; JPMorgan’s price‑target cut to $272, while maintaining an overweight rating, reflects a more conservative valuation stance amid these product expansions. Investors should watch for the Q2 2027 guidance on revenue and margin targets, subscription renewal rates, churn trends, and the pace of Falcon AI and Falcon MLR deployment, as well as any regulatory changes that could influence demand for Veeva’s compliance solutions.

EPS

EstBeatMiss
$1.48$1.70$1.91$2.12$2.34Q4'24Q4'26Q1'27Q2'27
QtrEstActual+/−
Q2'27$2.22 - -
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
$693M$753M$813M$873M$933MQ4'24Q4'26Q1'27Q2'27
QtrEstActual+/−
Q2'27$905M - -
Q1'27$871M$883M+1.4%
Q4'26$827M$836M+1.1%
Q4'24 - $721M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

VEEV Stock Snapshot

VEEV is currently trading at $190.12, giving Veeva Systems Inc. a market cap of 30.84B and a P/E ratio of 32.8. Today's range spans $189.33–$194.96, with shares opening at $193.48 and moving down $0.07 (0.0%) from the prior close. DailyIQ's technical score sits at 86/100 (BUY) with a news sentiment reading of 70/100.

Over the past year VEEV has traded between $148.05 and $310.50 - the current price is +28.4% off the 52-week low and -38.8% from the high. 36 analysts cover the stock with a Buy consensus and a mean 12-month target of $244.59 (range $165.00–$350.00), implying upside of +28.7%.

VEEV carries a BUY signal on a 86/100 technical score, trades at $190.12 (in the lower half of its 52-week range), and has bullish sentiment at 70/100. At 30.84B in Healthcare market cap (P/E: 32.8), the name has scale without the index-anchor inertia of mega-cap peers - which means when the bullish momentum runs, the percentage move can be meaningfully larger. Annual range: $148.05–$310.50.

Earnings revision cycles in large-cap Healthcare names tend to compound: when technicals confirm a BUY thesis (86/100) and news sentiment (70/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $190.12 (in the lower half of its 52-week range), VEEV's position within the $148.05–$310.50 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.