Veeva Systems stock analysis
Veeva Systems (VEE) Stock Price & Analysis
VEE Stock Chart & Stats
- Day’s Range
- CHF 256.10 - CHF 259.41
- 52-Week Range
- CHF 124.80 - CHF 266.12
- Previous Close
- CHF 259.41
- Volume
- N/A
- Average Volume (3M)
- 0
- Market Cap
- CHF 41.17B
- Enterprise Value
- CHF 26.54B
- Total Cash (Recent Filing)
- CHF 7.24B
- Total Debt (Recent Filing)
- CHF 151.69M
- Price to Earnings (P/E)
- 49.1
- Beta
- -0.05
- Next Earnings
- Nov 26, 2026 (Est.)
- EPS Estimate
- 1.95
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
High Profitability
Veeva’s high gross, operating, and net margins demonstrate strong software economics and pricing power in its specialized life-sciences market. This profitability supports sustained investment in product development, customer support, and innovation while providing resilience if growth moderates.
Conservative Balance Sheet
Minimal leverage gives Veeva substantial financial flexibility to fund research, acquisitions, and customer initiatives without depending heavily on borrowing. Strong capitalization also reduces refinancing exposure and improves the company’s ability to absorb execution challenges or changes in industry conditions.
Commercial Cloud Momentum
Double-digit commercial subscription growth indicates continued adoption across CRM, content, data, and related products rather than reliance on a single application. Broad product traction can deepen customer relationships, expand recurring revenue, and reinforce Veeva’s position in life-sciences commercial software.
Bears Say
Growth Deceleration
The sharp slowdown in revenue growth suggests Veeva is entering a more mature phase and faces a tougher path to reaccelerate expansion. Slower top-line growth can reduce operating leverage opportunities, make new product ramps more important, and increase dependence on successful execution in emerging categories.
Recent Free-cash-flow Decline
Although cash conversion remains excellent, the recent free-cash-flow decline signals that earnings are not currently translating into expanding cash at the same pace. If the softness persists, it could constrain internally funded investment, reduce flexibility for acquisitions, or indicate rising costs as newer products scale.
Early AI Execution Risk
Falcon’s commercial opportunity is not yet fully proven because Veeva itself identifies product readiness and onboarding capacity as constraints. Delayed go-lives or implementation bottlenecks could postpone recurring revenue, increase delivery demands, and make the timing of AI contribution less predictable.
Veeva Systems News
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Veeva Systems Stock Smart Score
Company Description
Veeva Systems
Veeva Systems Inc. is a leading provider of cloud-based software solutions, exclusively dedicated to the global life sciences industry. Its extensive operational presence spans across North America, Europe, the Asia Pacific region, the Middle East, Africa, and Latin America. The company's product portfolio is primarily structured around two major offerings. First, the Veeva Commercial Cloud delivers an integrated suite of software, data, and analytics tools designed to optimize commercial operations. This includes vital applications such as Veeva Customer Relationship Management (CRM) and its specialized Medical CRM, Veeva Closed Loop Marketing (CLM), sophisticated analytics via Veeva CRM MyInsights, approved email communication with Veeva CRM Approved Email, digital engagement tools like Veeva CRM Engage, commercial alignment through Veeva Align, event management capabilities with Veeva CRM Events Management, data warehousing solutions (Veeva Nitro), data services (Veeva OpenData, Veeva Link), master data management (Veeva Network), advanced analytical insights (Veeva Crossix, Veeva Data Cloud), and patient engagement platforms (MyVeeva for Patients). Secondly, Veeva Vault provides a robust collection of cloud-native enterprise content and data management applications. These applications are engineered to support both critical commercial functions—encompassing sales, marketing, and medical content and communications—and comprehensive research and development processes, including clinical trials, regulatory compliance, quality management, and patient safety. Beyond its software, Veeva offers a wide array of professional and support services. These range from strategic implementation and deployment planning, project management, and detailed requirements analysis to solution design and configuration. They also include system environment management and deployment, expert consulting for business process transformation related to Veeva solutions, technical guidance on data migration and systems integrations, comprehensive training programs, and ongoing managed services such as outsourced systems administration. Tracing its origins, the company was incorporated in 2007 as Verticals onDemand, Inc., and subsequently rebranded to Veeva Systems Inc. in April 2009. Its corporate headquarters are situated in Pleasanton, California.
- Sector
- Healthcare
- Industry
- Software - Application
- CEO
- Peter Gassner
- Employees
- 7,928
- Website
- www.veeva.com
- Address
- 4280 Hacienda Drive, Pleasanton, CA, 94588, US
Veeva Systems (VEE) Earnings & Revenues
VEE Company Deck
VEE Earnings Call
Earnings Call SentimentPositive
The call communicated a predominantly positive operational and financial performance: revenue of $928M, non-GAAP operating income of $416M (~44.8% margin), strong commercial subscription growth (~13% YoY), record CRM results, and meaningful early traction in AI (Falcon) and Data Cloud. Management raised guidance and highlighted selective, disciplined investments (Aspen) and a healthy IQVIA partnership. Key risks centered on execution and timing for agentic AI (product readiness, onboarding capacity, pricing models), potential model-compute cost pressure, and staggered timing of R&D product ramps. Overall, highlights (strong revenue/profitability, CRM wins, AI interest, Data Cloud additions, guidance raise) materially outweigh the manageable near-term execution and timing lowlights.
View all CH:VEE earnings summariesVEE Net sales Breakdown
- 58.18% North America
- 27.79% Europe
- 11.35% APAC
- 2.68% Middle East, Africa, and Latin America
VEE Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 14 | 3 | 3 |
| Technical Analysis | 5 | 3 | 2 |
| Moving Averages | 9 | 0 | 1 |
