TickerTalks
Browse all tickers →
TickerTalks›$VEEV
VEVEEV

Veeva Systems Inc.

Rising onWhy it's trendingStrong bullish X conversationBacked by solid revenue growth
$VEEV·$33B·Software - Application·Technology
$285.69+3.3%YTD-6.9%1Y+5.8%
Mentions · last 7 days
2026-08-22: 23 posts113+24%
Price updated 6h ago·X counts updated 9d ago
VEVEEV
$VEEVVeeva Systems Inc.
$285.69+3.25%113 posts+24%
AI analysisFundamentalsVoices on X
Loading…

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 numbersAcceleratingAI verdict · as of 2026-08-30

The move is getting stronger, with heavier trading behind it.

The vertical-SaaS leader in pharma just beat, raised, and jumped 16% — 'SaaSpocalypse cancelled.'

Veeva Systems is the vertical-SaaS leader for the life sciences industry (CRM, clinical trials, quality, regulatory). Shares are -7% YTD but +2% TTM at $277, and the recent Q2 beat-and-raise has changed the whole cohort tone.

  • Revenue and EPS are ramping: quarterly revenue ran $759M / $789M / $811M / $836M at a 75% gross margin, quarterly EPS at $1.40 / $1.23 / $1.44 / $1.49 — analysts model $3.65B and $9.06 EPS for the fiscal year, so at $277 the stock is at roughly 30x forward.
  • The Q2 print was a decisive beat and raise: revenue of $928M beat $905M (+18% YoY), adjusted EPS $2.35 beat $2.22, non-GAAP operating income $415.9M, and the FY27 guide got raised — the stock jumped ~16% on the day, and VEEV is now +77% in three months.
  • The cohort context is bullish: Veeva ripping alongside CRM/NOW/RBRK/DDOG all higher supports the 'SaaSpocalypse officially cancelled' framing — that's the tape mechanic that changes how quickly capital rotates into any specific software winner.

A Nov 25 fiscal Q3 print that carries the raised guide and shows clinical/regulatory revenue growth accelerating extends the run; a soft clinical-trials revenue quarter, a specific pharma-customer consolidation, or a competitive Salesforce Life Sciences Cloud move is what caps the multiple.

Agrees with X sentimentX's bullish framing is well-anchored — the Q2 beat and raise, the 16% one-day move, and the cohort strength are all real; the Burry 3% trim is legitimately treated as noise given the fundamental print.

What to watch: The Nov 25 fiscal Q3 print — clinical/regulatory revenue growth, CRM revenue growth, and any pharma-customer consolidation. A Salesforce Life Sciences Cloud competitive move is what caps the multiple.

On the calendar: 2026-11-25 — fiscal Q3 earnings

X sentiment

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

Bullish sentiment46 posts analyzed · as of 2026-08-30

Veeva ripped roughly 9 to 19 percent after a double beat and raised FY27 guide, with revenue up 18% year over year to $928M, Vault CRM posting its best quarter ever with 12 of the top 20 biopharmas committed, and Veeva Falcon agentic AI outpacing capacity. Michael Burry has trimmed 3% of his position. Bears point to lower-margin professional services growing 24% versus 16% for subscriptions, quietly compressing gross margin from 77.5% to 77.1%.

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
Free, forever. No credit card.

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 Software - Application sits in its cycle right now — and what that implies for $VEEV.

Software - Application · Technology

SaaS multiples remain compressed as rate-sensitive valuations weigh on pure-play software; customers are lengthening deal cycles outside of AI-native workloads. AI co-pilot upsell is the only clear near-term catalyst — companies without it are treading water.

What this means for $VEEV

Neutral — binary clinical-stage catalyst set is independent of the broader industry macro driver; pipeline readout timing is the company-specific event.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
+2.5%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
Q2 2026Aug 26, 2026$2.35$2.23+5.4%
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%
Next earningsWed, Nov 25·consensus EPS $2.34

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.1.5×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.85%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.+35.9%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.+42.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Insider activity

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

Recent transactions

SellAug 13Thomas D. SchwengerPres. & Chief Customer Officer36.0K sh$9.0MSellJul 16Thomas D. SchwengerPres. & Chief Customer Officer5.0K sh$1.0MSellApr 30Priscilla HungDirector750 sh$117KSellApr 10Priscilla HungDirector750 sh$115KSellMar 5Thomas D. SchwengerPres. & Chief Customer Officer1.0K sh$200K
+ 33 other (13 awards · 11 exempts · 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
Free, forever. No credit card.

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

Veeva Systems announced the appointment of Dan Rizzo as EVP, Sales, Consulting, and Services, effective October 2, 2026, succeeding Thomas Schwenger who resigned to become CEO of a long-standing Veeva partner. Schwenger informed Veeva of his decision on August 18, 2026, with his departure effective October 2. Planned leadership succession in Veeva's customer-facing organization; Schwenger's departure to a partner CEO role suggests an amicable, well-managed transition.

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.

+ 12 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Veeva: Will Benefit From AI And Increase Its Revenuesseekingalpha.com·4d agoBreakfast News: Week in Reviewfool.com·4d agoWhy Veeva Systems Stock Is Soaring This Weekfool.com·4d agoWhy Veeva Systems Stock Skyrocketed Todayfool.com·5d agoStocks Gain as Nvidia Earnings Energize Techschaeffersresearch.com·5d ago

In themes

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

AI Precision Medicine

More in Software - Application

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$MSTR$ZETA$BULL$APP$SNOW$UBER$NOW$STRC
Voices on X · top 15 · 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.

PrivacyTermsSupport