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VEVEEV

Veeva Systems Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 16% YoY at strong marginsCatalyst pendingConsistent chatter on X (105/wk), no spike
$VEEV·$33B·Software - Application·Technology
$243.75-3.5%YTD-6.9%1Y-11.4%
Mentions · last 7 days
2026-08-08: 13 posts2026-08-09: 5 posts2026-08-10: 15 posts2026-08-11: 15 posts2026-08-12: 10 posts2026-08-13: 23 posts2026-08-14: 24 posts105+15%
Price updated 17h ago·X counts updated 15h ago
VEVEEV
$VEEVVeeva Systems Inc.
$243.75-3.52%105 posts+15%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 numbersEvent coming upAI verdict · as of 2026-08-14

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Aug 26 earnings is the binary — Q4 revenue +16% + Eli Lilly Vault CRM win + AI-healthcare positioning, priced 33% above 50-day.

Veeva Systems is the healthcare-and-life-sciences vertical SaaS leader whose Q4 FY26 print delivered 16% revenue growth with $99M free cash flow — and the Aug 26 earnings print is now the near-term binary. Up 33% above the 50-day, coiled into the print as the AI-healthcare compounder thesis re-engages.

  • The Q4 FY26 print showed durable growth: revenue of $836M grew 16% year-over-year with a 75% gross margin and 29% operating margin — the specific profile of a vertical-SaaS incumbent whose ~80% recurring subscription revenue provides multi-year visibility.
  • The Vault CRM adoption is the load-bearing product signal: Eli Lilly selecting Vault CRM validates Veeva's replacement of legacy Salesforce.com Life Sciences Cloud with its own homegrown CRM — the specific competitive-displacement story that supports the "$2.4B today to $6B by end of decade" bull framing.
  • The AI-healthcare positioning is a real differentiator: Grok listing Veeva alongside IQV, UNH, and TEM as the biggest anonymized-healthcare-data holders reflects specific data-set advantages — a moat that grows with adoption and supports long-term compounder economics.
  • The insider tape is a fresh warning: officer Thomas Schwenger sold $1M on July 16 at $200 — a modest pre-earnings sale at a level meaningfully below current, and one that combined with the +33% above 50-day pattern argues near-term consolidation is likely.

The Aug 26 print is the arbiter — clean revenue growth continuing at 15%+ with Vault CRM adoption commentary supports the $600 long-term-target framing, while any slower growth or competitive-loss disclosure compresses the just-elevated multiple hard. The 6-month head-and-shoulders technical bear pattern is a real caution worth respecting.

Agrees with X sentimentAgree with the bullish long-term compounder read — the Vault CRM adoption at Eli Lilly, the AI-healthcare-data positioning, and the recurring-revenue mix are all real, aligned signals. Where I'd add: the 6-month head-and-shoulders technical bear pattern X mentions is a real caution worth respecting given the +33% above-50-day setup.

What to watch: Aug 26 Q2 FY27 earnings — clean revenue growth continuing at 15%+, Vault CRM adoption commentary, and any specific pharma-services segment updates. Slower growth or competitive-loss disclosure compresses the just-elevated multiple hard; a clean beat supports the $600 long-term-target framing.

On the calendar: 2026-08-26 — Q2 FY27 earnings

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-08-05

Veeva Systems traders frame it as the AI-in-healthcare pick — long-term price targets around $600, recurring subscription revenue over 80% of the mix, and a plan to scale from ~$2.4B today to $6B by end of decade. Grok lists it among the biggest anonymized healthcare-data holders alongside IQV, UNH, and TEM. One technician calls out a possible 6-month head-and-shoulders reversal, but the long-term bull thesis dominates the thin sample.

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

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $VEEV

Partial — Cloud software for life sciences companies covering commercial CRM, regulatory content management, and clinical data operations; partial earnings exposure to medical - healthcare information services demand dynamics through its product portfolio.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-3.9%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, Aug 26·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.0.8×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.59%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.+27.9%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.+20.6%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 today1.0% 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.

Insider activity

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

Recent transactions

SellJul 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
+ 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.

+ 11 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Veeva Systems (VEEV) Exceeds Market Returns: Some Facts to Considerzacks.com·3d agoVeeva Vault CRM Selected by Eli Lilly and Companyprnewswire.com·4d agoWall Street Bulls Look Optimistic About Veeva (VEEV): Should You Buy?zacks.com·5d agoWhy the Market Dipped But Veeva Systems (VEEV) Gained Todayzacks.com·9d agoVeeva to Release Fiscal 2027 Second Quarter Results on August 26, 2026prnewswire.com·10d ago

In themes

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

AI Precision Medicine

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Voices on X · last 7 days

No standout posts about $VEEV on X in the 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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