VEEV

Veeva Systems Inc. (VEEV) | Rumor.io

Veeva Systems

VEEV

Attention (50-day avg)0.11%

Attention rank (50-day avg)#94

Bullish sentiment (50-day avg)96%

Price to earnings ratio46.1

Market capitalization45.3B

Earnings per share6.09

Dividend yield (TTM)—

Revenue (annual)3.2B

Net income (annual)908.9M

Social

What share of all stock conversation is about VEEV?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% +0	0% -0.15	0.02% +0.01

Sep 3

Veeva Systems' ($VEEV) stock is still 17% below its all-time high (ATH) reached in 2021, with valuation being a major concern for investors who bought near the peak.
The company's software is highly regulated, with the industry requiring data to be structured in a compliant way to avoid significant fines from the FDA and other regulatory bodies.
Michael Burry is bullish on Veeva, citing its potential for growth in the AI transition, while he remains bearish on Snowflake ($SNOW), calling it overvalued.

Generated by AI

Sentiment

Of the messages about VEEV that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100%	97.44% -2.56	51.93% -46.35	78.5% -14.87
Bearish	0%	2.56% new	48.07% +46.35	21.5% +14.87

Bullish· Aug 27

Veeva Systems Inc. has reported a strong Q2 2026 earnings, beating revenue and profit expectations, with revenue of $928M (+18% YoY) and non-GAAP EPS of $2.35.
The company has raised its full-year guidance, and its stock has jumped ~9% after hours, with many analysts raising their target prices to $280-300.
Veeva's strong performance has led to a surge in its price, with some traders predicting it could go over $300 today, and others believing it has strong legs to set new highs.

Bearish· Jun 3

The market is concerned that Veeva Systems Inc. may miss earnings, with some investors believing that the company's AI capabilities can be easily replicated by competitors.
Veeva's subscriber numbers trend is a key area of focus, with some investors questioning the sustainability of the company's cloud-based business model in the pharma industry.
The company's ability to execute on its AI strategy and demonstrate customer adoption is crucial to supporting its valuation and meeting earnings expectations, particularly in terms of revenue growth and margin durability.

Generated by AI

Topics

Of the messages about VEEV that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	0%	23.53%	1.54%
Technical Analysis	—	100%	64.71%	1.1%
Analysts	—	0%	11.76%	35.92%
Macro	—	0%	0%	36.18%
Earnings	—	0%	0%	25.25%
Controversies	—	0%	0%	0%

Earnings· Aug 26

Veeva Systems Inc. reported Q2 earnings, with revenue of $928.0M, up 18% YoY, and adjusted EPS of $2.35, beating estimates by 5.86%.
The company raised its FY27 revenue guidance to $3.682B-$3.687B, up from $3.635B-$3.645B, and adjusted EPS to $9.21, up from $9.05.
Veeva's Vault CRM had its best quarter ever, with subscription revenue of $766.8M, up 16% YoY, and CEO Peter Gassner attributed the company's success to the impact of AI on the life sciences industry.

Analysts· Mar 5

Keybanc raised Veeva Systems' price target to $250 from $232, maintaining an overweight rating.
Keybanc analyst Scott Schoenhaus has the largest price target movement on AnaChart, upgrading from $232 to $250 with a potential upside change of 10.62%.
KeyCorp also raised Veeva Systems' price target to $250 from $232, with an overweight rating.

Announcements· Jul 5

Veeva Systems, a CRM and cloud computing company, has a strong position in the life sciences industry with a range of cloud-based applications tailored to the industry's specific needs.
The company has a strong moat due to its sticky subscription revenue and high switching costs in the pharma and biotech industries, with FY2026 total revenue reaching $3.195B and subscription revenue at $2.684B.
Veeva has a good competitive position, with a comprehensive life science software management system platform, but faces competition from Salesforce and limited growth prospects due to the limited number of customers and the cost of adopting its Vault product for CRM.

Technical Analysis· Nov 27

$VEEV is experiencing a 2-2 reversal off the 5-minute chart, with potential resistance at 162.20 on the daily chart.
The stock has a long position at 149.80, with the 50-day moving average as a key support level, and the 200-day moving average as potential next support.
$VEEV is currently sitting near its 20- and 50-day simple moving averages, with a potential bounce expected from this level.

Generated by AI

Community

Of the messages about VEEV, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	45.66%	62.63%	18.7%
Newcomers	100%	54.34%	37.37%	81.3%

Regulars· Aug 27

Veeva Systems (VEEV) has accelerated in AI with Falcon, with management citing high demand and capacity limitations as a "rate limiter".
Despite a decline in SaaS gross margins for some companies, VEEV is maintaining its historical gross margins, and management asserts that it will not slip.
VEEV has been on a strong run, with some analysts predicting it will reach $400-$500, and others taking profits, but still seeing potential for new highs.

Newcomers· Sep 1

Michael Burry is taking profits after Veeva Systems stock nearly doubles, trimming his position in the company.
Veeva Systems' Q2 revenue hit $928M, up 18% YoY, with the company steadily gaining big pharma clients.
Veeva Systems stock is expected to move ±11.9% around its earnings report, signaling significant market attention.

Generated by AI

Based on the average brokerage recommendation (ABR), Veeva (VEEV) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

23h agoYahoo Finance UK

Is Veeva Systems Stock Underperforming the Dow?

2d agoBarchart.com

Veeva Systems: Excellent Execution, But Upside Potential Has Waned (Rating Downgrade)

Veeva Systems was downgraded to neutral after a 40%+ rally as valuation looks stretched despite strong growth and Falcon AI demand. Click for more on VEEV stock.

3d agoSeeking Alpha

Veeva Systems (VEEV) Outperforms Broader Market: What You Need to Know

Veeva Systems (VEEV) closed the most recent trading day at $280.68, moving +2.12% from the previous trading session.

4d agoYahoo Finance

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Veeva Systems Inc.

Healthcare
Health Information Services

Veeva Systems Inc. is a cloud software company that provides industry-specific solutions for the global life sciences sector. Veeva Systems Inc. offers applications, data, and consulting services designed to support pharmaceutical, biotechnology, and medical device companies across research and development, quality, and commercial operations. Its product portfolio includes platforms for clinical, regulatory, quality, and field activities, along with customer relationship management, content management, analytics, and data services tailored to life sciences workflows. The company also delivers cloud-based tools that help organizations manage complex processes from drug development through commercialization. Veeva Systems Inc. plays a central role in the life sciences technology market by combining software and data in a specialized industry cloud built for highly regulated environments. Founded in 2007 and headquartered in Pleasanton, California, the company focuses on serving customers that need compliant, scalable digital systems for critical business functions.

Website

Location

4280 Hacienda Drive

Pleasanton, CA, 94588

United States

Social

What share of all stock conversation is about VEEV?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% +0	0% -0.15	0.02% +0.01

Sep 3

Veeva Systems' ($VEEV) stock is still 17% below its all-time high (ATH) reached in 2021, with valuation being a major concern for investors who bought near the peak.
The company's software is highly regulated, with the industry requiring data to be structured in a compliant way to avoid significant fines from the FDA and other regulatory bodies.
Michael Burry is bullish on Veeva, citing its potential for growth in the AI transition, while he remains bearish on Snowflake ($SNOW), calling it overvalued.

Generated by AI

Sentiment

Of the messages about VEEV that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100%	97.44% -2.56	51.93% -46.35	78.5% -14.87
Bearish	0%	2.56% new	48.07% +46.35	21.5% +14.87

Bullish· Aug 27

Veeva Systems Inc. has reported a strong Q2 2026 earnings, beating revenue and profit expectations, with revenue of $928M (+18% YoY) and non-GAAP EPS of $2.35.
The company has raised its full-year guidance, and its stock has jumped ~9% after hours, with many analysts raising their target prices to $280-300.
Veeva's strong performance has led to a surge in its price, with some traders predicting it could go over $300 today, and others believing it has strong legs to set new highs.

Bearish· Jun 3

The market is concerned that Veeva Systems Inc. may miss earnings, with some investors believing that the company's AI capabilities can be easily replicated by competitors.
Veeva's subscriber numbers trend is a key area of focus, with some investors questioning the sustainability of the company's cloud-based business model in the pharma industry.
The company's ability to execute on its AI strategy and demonstrate customer adoption is crucial to supporting its valuation and meeting earnings expectations, particularly in terms of revenue growth and margin durability.

Generated by AI

Topics

Of the messages about VEEV that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	0%	23.53%	1.54%
Technical Analysis	—	100%	64.71%	1.1%
Analysts	—	0%	11.76%	35.92%
Macro	—	0%	0%	36.18%
Earnings	—	0%	0%	25.25%
Controversies	—	0%	0%	0%

Earnings· Aug 26

Veeva Systems Inc. reported Q2 earnings, with revenue of $928.0M, up 18% YoY, and adjusted EPS of $2.35, beating estimates by 5.86%.
The company raised its FY27 revenue guidance to $3.682B-$3.687B, up from $3.635B-$3.645B, and adjusted EPS to $9.21, up from $9.05.
Veeva's Vault CRM had its best quarter ever, with subscription revenue of $766.8M, up 16% YoY, and CEO Peter Gassner attributed the company's success to the impact of AI on the life sciences industry.

Analysts· Mar 5

Keybanc raised Veeva Systems' price target to $250 from $232, maintaining an overweight rating.
Keybanc analyst Scott Schoenhaus has the largest price target movement on AnaChart, upgrading from $232 to $250 with a potential upside change of 10.62%.
KeyCorp also raised Veeva Systems' price target to $250 from $232, with an overweight rating.

Announcements· Jul 5

Veeva Systems, a CRM and cloud computing company, has a strong position in the life sciences industry with a range of cloud-based applications tailored to the industry's specific needs.
The company has a strong moat due to its sticky subscription revenue and high switching costs in the pharma and biotech industries, with FY2026 total revenue reaching $3.195B and subscription revenue at $2.684B.
Veeva has a good competitive position, with a comprehensive life science software management system platform, but faces competition from Salesforce and limited growth prospects due to the limited number of customers and the cost of adopting its Vault product for CRM.

Technical Analysis· Nov 27

$VEEV is experiencing a 2-2 reversal off the 5-minute chart, with potential resistance at 162.20 on the daily chart.
The stock has a long position at 149.80, with the 50-day moving average as a key support level, and the 200-day moving average as potential next support.
$VEEV is currently sitting near its 20- and 50-day simple moving averages, with a potential bounce expected from this level.

Generated by AI

Community

Of the messages about VEEV, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	45.66%	62.63%	18.7%
Newcomers	100%	54.34%	37.37%	81.3%

Regulars· Aug 27

Veeva Systems (VEEV) has accelerated in AI with Falcon, with management citing high demand and capacity limitations as a "rate limiter".
Despite a decline in SaaS gross margins for some companies, VEEV is maintaining its historical gross margins, and management asserts that it will not slip.
VEEV has been on a strong run, with some analysts predicting it will reach $400-$500, and others taking profits, but still seeing potential for new highs.

Newcomers· Sep 1

Michael Burry is taking profits after Veeva Systems stock nearly doubles, trimming his position in the company.
Veeva Systems' Q2 revenue hit $928M, up 18% YoY, with the company steadily gaining big pharma clients.
Veeva Systems stock is expected to move ±11.9% around its earnings report, signaling significant market attention.

Generated by AI

Veeva Systems

Social

Sep 3

Bullish· Aug 27

Bearish· Jun 3

Earnings· Aug 26

Analysts· Mar 5

Announcements· Jul 5

Technical Analysis· Nov 27

Regulars· Aug 27

Newcomers· Sep 1

Servier Adopts Veeva OpenData Globally to Scale AI

Veeva Systems: Same Old Story, Same Rating Once Again

Brokers Suggest Investing in Veeva (VEEV): Read This Before Placing a Bet

Is Veeva Systems Stock Underperforming the Dow?

Veeva Systems: Excellent Execution, But Upside Potential Has Waned (Rating Downgrade)

Veeva Systems (VEEV) Outperforms Broader Market: What You Need to Know

Also Discussed

Veeva Systems Inc.

Company Information

Location

Servier Adopts Veeva OpenData Globally to Scale AI

Veeva Systems: Same Old Story, Same Rating Once Again

Brokers Suggest Investing in Veeva (VEEV): Read This Before Placing a Bet

Is Veeva Systems Stock Underperforming the Dow?

Veeva Systems: Excellent Execution, But Upside Potential Has Waned (Rating Downgrade)

Veeva Systems (VEEV) Outperforms Broader Market: What You Need to Know

Also Discussed

Social

Sep 3

Bullish· Aug 27

Bearish· Jun 3

Earnings· Aug 26

Analysts· Mar 5

Announcements· Jul 5

Technical Analysis· Nov 27

Regulars· Aug 27

Newcomers· Sep 1