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VEVEEV

Veeva Systems Inc.

Rising onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$VEEV·$31B·Medical - Healthcare Information Services·Healthcare
$193.09-1.9%YTD-13.6%1Y-31.6%
Mentions · last 7 days
2026-07-07: 34 posts2026-07-08: 73 posts2026-07-09: 96 posts2026-07-10: 133 posts2026-07-11: 43 posts2026-07-12: 86 posts2026-07-13: 191 posts656+19%
Price updated 3h ago·X counts updated 1d ago
VEVEEV
$VEEVVeeva Systems Inc.
$193.09-1.89%656 posts+19%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $VEEV, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-13

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Veeva at 30x with 29% operating margins — the life-sciences cloud franchise finally getting a technical bounce.

Veeva Systems is the dominant life-sciences vertical-software company, running the CRM and content-management platforms most large pharma companies use to run clinical trials and commercial operations. This year has been rough — down 33% over 12 months — but the setup is quietly turning.

What's actually happening:

  • The core business is executing well: Q1 revenue grew 16% year over year to $836M with 74% gross margins and 29% operating margins — those are best-in-class vertical-SaaS economics, and it's why the multiple didn't fully collapse even during the drawdown.
  • The valuation has finally come to meet the growth: at 30x trailing earnings on a business with 16% growth and 29% margins, Veeva is cheaper than it's been in years relative to its own history — the multiple compression is what created the setup, not any business break.
  • The tape is finally reclaiming levels: 26th-percentile 52-week range, 13% above the 50-day moving average, though still 10% below the 200-day — the pattern says a base has formed, and the community's 'buy zone $70-$124, preferred near $96' framing is technical shorthand for accumulation.

September 2 earnings needs Commercial Cloud revenue growth above 12% AND R&D Cloud commentary on Vault CRM adoption pace to break the coil upward; another sluggish Commercial Cloud print with a widened Vault CRM cadence miss is what would confirm the drift. Life-sciences software is a genuine moat business — Veeva at these levels is a rare valuation setup for the quality of the franchise.

Agrees with X sentimentThe small bullish crowd (5 posts) is aligned on Veeva's software-setup framing, the SBC-adjusted FCF-per-employee record, and the sticky subscriptions moat — all supported by the fundamentals. The +8% recovery from a -14% dip is validation of the thesis.

What to watch: September 2 earnings — Commercial Cloud revenue growth (needs above 12%), Vault CRM adoption pace, and R&D Cloud commentary. A Commercial Cloud growth miss or Vault CRM adoption delay is what would break the coil downward.

On the calendar: 2026-09-02 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-12

Posts describe Veeva Systems as one of the most attractive software setups with a buy zone of $69.67-$124.36 and a preferred area near $96. Bulls flag SBC-adjusted FCF per employee hitting $115K in 2026 (a new high) and cite sticky subscriptions and high switching costs as the life-sciences cloud platform's moat. Traders who added into a -14% dip note the thesis is playing out (+8%).

Read the AI verdict + X sentiment for $VEEV

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cloud software for life sciences companies covering commercial CRM, regulatory content management, and clinical data operations.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Healthcare Information Services sits in its cycle right now — and what that implies for $VEEV.

Medical - Healthcare Information Services · Healthcare

No material change from last week — VEEV's 'agentic commercial' CRM framing converts AI from feature to platform pricing, while TEM's oncology AI platform and pharma data licensing confirm AI..

What this means for $VEEV

Neutral — Cloud software for life sciences companies covering commercial CRM, regulatory content management, and clinical data operations; limited exposure means the agentic CRM converting AI from feature to platform in life sciences is not a near-term catalyst or headwind.

Industry benchmark

8-name peer basket
+42.9%YTD
+70.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
29.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
28.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
75.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 3, 2026$2.24$2.14+4.7%
Q4 2025Mar 4, 2026$2.06$1.94+6.2%
Q3 2025Nov 20, 2025$2.04$1.95+4.6%
Q2 2025Aug 27, 2025$1.99$1.90+4.7%
Next earningsWed, Sep 2·consensus EPS $2.22

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$836.0M+16.0%74.5%29.4%$1.49$99.8M
Q3 FY26$811.2M+16.0%75.4%29.7%$1.44$186.5M
Q2 FY26$789.1M+16.7%75.3%24.8%$1.23$232.1M
Q1 FY26$759.0M+16.7%77.1%30.8%$1.40$871.2M

Forward consensus

5-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$3.6B$3.6B – $3.7B$9.06$9.01 – $9.0821
FY28$4.1B$4.0B – $4.1B$10.03$9.37 – $10.4021
FY29$4.6B$4.6B – $4.6B$11.33$9.95 – $12.2017
FY30$5.1B$5.0B – $5.1B$12.70$12.46 – $12.958
FY31$5.7B$5.6B – $5.8B$14.49$14.22 – $14.789

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.30%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+16.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 148.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 30Priscilla HungDirector750 sh$117KSellApr 10Priscilla HungDirector750 sh$115KSellMar 5Thomas D. SchwengerPres. & Chief Customer Officer1.0K sh$200K
+ 40 other (18 exempts · 13 awards · 9 inkinds) in window

See when $VEEV insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 188-K — Item 5.07: Shareholder vote
AI summary

Veeva Systems Inc. held its 2026 Annual Meeting of Stockholders on June 17, 2026, with 163,198,698 Class A shares outstanding and entitled to vote; two proposals were submitted. Routine annual meeting for this life sciences SaaS company; a two-proposal agenda suggests a straightforward governance agenda. Body unavailable — specific vote outcomes are not detailed in the available excerpt.

8-KOfficer or director changeApr 208-K — Item 5.02: Officer or director change
AI summary

VEEV disclosed a personnel change (8-K Item 5.02, dated 2026-04-20). An executive departure and a new appointment are both reported. President, General Counsel. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 9 other (2 earnings 8-Ks · 2 proxys · 1 10-Q · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

My Top 3 Software Stocks to Buy on the Dipfool.com·2d agoVeeva Systems (VEEV) Sees a More Significant Dip Than Broader Market: Some Facts to Knowzacks.com·6d agoVeeva Systems Inc. (VEEV) is Attracting Investor Attention: Here is What You Should Knowzacks.com·7d agoVeeva (VEEV) Is Considered a Good Investment by Brokers: Is That True?zacks.com·8d agoVeeva (VEEV) Up 7.9% Since Last Earnings Report: Can It Continue?zacks.com·12d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI Precision Medicine

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Voices on X · top 2 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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