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Veeva Systems Inc (DE:VEE)
NYSE:VEE

Veeva Systems (VEE) Price & Analysis

11 Followers

VEE Stock Chart & Stats

€142.20
€1.00(0.48%)
At close: 4:00 PM EST
€142.20
€1.00(0.48%)

Bulls Say, Bears Say

Bulls Say
Conservative Balance SheetExtremely low debt-to-equity (~0.01–0.02), expanding equity and asset base, and healthy ROE (~11%–15%) give Veeva durable financial flexibility. This conservatism supports organic R&D, targeted M&A (e.g., Ostro), and resilience through industry cycles without solvency pressure.
High And Stable MarginsConsistently high gross and healthy net margins reflect SaaS economics and pricing power in regulated life sciences niches. Durable margin structure funds sustained R&D and product investment, enabling long-term competitive differentiation and profitability even as growth moderates.
Recurring Model & Vault CRM TractionHigh subscription stickiness and strong Vault CRM adoption (150+ live, >80% win rate) create predictable recurring revenue and cross-sell runway into data, Vault modules and services. Large migrations and enterprise wins raise switching costs and support multi-year expansion inside clients.
Bears Say
Top-line DecelerationA slowdown to ~3.9% TTM revenue growth reduces operating leverage and increases reliance on upsells, product expansion and M&A to meet growth expectations. Persisting slower top-line growth makes margin expansion harder and raises the bar for long-term return targets.
Weakened FCF ConversionA drop to ~31% FCF conversion and ~-63% growth materially reduces internally available capital. This constrains funding for buybacks, acquisitions or incremental R&D without tapping markets, and signals working-capital or timing pressures that could persist and limit financial optionality.
AI/Falcon Execution RiskAgentic AI initiatives like Falcon are strategically promising but early-stage and operationally complex. Scaling requires customer data, compliance validation and execution across regulated workflows; failure or slow adoption could dilute margins and divert resources from core subscription growth.

Veeva Systems News

VEE FAQ

What was Veeva Systems Inc’s price range in the past 12 months?
Veeva Systems Inc lowest stock price was €128.25 and its highest was €263.80 in the past 12 months.
    What is Veeva Systems Inc’s market cap?
    Veeva Systems Inc’s market cap is €26.59B.
      When is Veeva Systems Inc’s upcoming earnings report date?
      Veeva Systems Inc’s upcoming earnings report date is Sep 02, 2026 which is in 38 days.
        How were Veeva Systems Inc’s earnings last quarter?
        Veeva Systems Inc released its earnings results on Jun 03, 2026. The company reported €1.967 earnings per share for the quarter, beating the consensus estimate of €1.879 by €0.089.
          Is Veeva Systems Inc overvalued?
          According to Wall Street analysts Veeva Systems Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Veeva Systems Inc pay dividends?
            Veeva Systems Inc does not currently pay dividends.
            What is Veeva Systems Inc’s EPS estimate?
            Veeva Systems Inc’s EPS estimate is 1.95.
              How many shares outstanding does Veeva Systems Inc have?
              Veeva Systems Inc has 162,443,300 shares outstanding.
                What happened to Veeva Systems Inc’s price movement after its last earnings report?
                Veeva Systems Inc reported an EPS of €1.967 in its last earnings report, beating expectations of €1.879. Following the earnings report the stock price went up 0.59%.
                  Which hedge fund is a major shareholder of Veeva Systems Inc?
                  Currently, no hedge funds are holding shares in DE:VEE
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Veeva Systems Inc

                    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.

                    Veeva Systems (VEE) Earnings & Revenues

                    VEE Company Deck

                    VEE Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized strong execution and several clear growth drivers: solid Q1 financials ($883M revenue; $395M non-GAAP operating income), durable momentum in Crossix, a healthy R&D pipeline, Vault CRM traction (150+ live customers, >80% win rate) and strategic M&A (Ostro). Management is investing in AI (Vault AI, Falcon) and new agentic labor offerings, but these are early-stage and expected to have immaterial revenue impact this year outside of Ostro. Margin guidance is conservative and investments in services and AI introduce some near-term cost dynamics. Overall, positive operational momentum and disciplined investment balanced against execution and scaling risk for transformational AI initiatives.View all DE:VEE earnings summaries

                    VEE Revenue Breakdown

                    58.18%58.18%27.79%11.35%2.68%
                    58.18% North America
                    27.79% Europe
                    11.35% APAC
                    2.68% Middle East, Africa, and Latin America
                    tipranks

                    VEE Stock 12 Month Forecast

                    Average Price Target

                    €209.16
                    ▲(47.09% Upside)
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35,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 13, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":208.3,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 30,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 13, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 3</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":192.1,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 23,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n  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","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":151.35,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 27,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":132.3,"date":1777593600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 24,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      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