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VEVEEV

Veeva Systems Inc.

$VEEV·$26B·Medical - Healthcare Information Services·Healthcare
$161.35+1.0%YTD-27.8%1Y-42.7%
Mentions · last 7 days
2026-06-18: 29 posts2026-06-19: 10 posts2026-06-20: 7 posts2026-06-21: 5 posts2026-06-22: 27 posts2026-06-23: 24 posts2026-06-24: 25 posts129+48%
Price updated 23h ago·X counts updated 22h ago
VEVEEV
$VEEVVeeva Systems Inc.
$161.35+1.03%129 posts+48%
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 numbersSelling offAI verdict · as of 2026-06-25

Falling on heavy selling — points lower unless it turns around.

Life-sciences cloud near 52-week lows with 16% growth and 29% margins — UCB pharmacovigilance deal and structural moat.

Veeva Systems is the cloud-software platform that essentially runs the pharma industry's CRM, regulatory, and clinical-data operations — a quasi-monopoly position that has held while the stock has been cut 28% YTD on the Salesforce-CRM-migration competitive overhang.

Where it stands:

  • Fiscal Q4 revenue grew 16% year over year to $836M with operating margins at 29% and quarterly free cash flow of $100M — durable software-platform mechanics, and the trailing four quarters all show consistent 16-17% growth.
  • The UCB pharmacovigilance Safety Suite deal validates the platform's expansion beyond CRM into safety/regulatory data — UCB unified its global pharmacovigilance on Veeva Safety Suite, the kind of deal that signals the broader CRM-migration is structurally working.
  • Veeva has reportedly secured 10-12 of the Top 20 pharma companies for its CRM migration — the structural moat is real (a Phase III trial generating 5.9M data points means switching costs are nearly prohibitive), but Salesforce competition remains intense.
  • Routine director equity awards in mid-June (Ritter, Sekhri, Wallach, Mohr) — no warning flag, just standard board compensation flow at depressed levels.

Trajectory is breaking-down — 3% of the 52-week range, 30% below the 200-day, with the September 2 fiscal Q2 print as the next test. Continued CRM migration progress plus AI-CRM revenue color restarts the move; any major pharma customer loss or Salesforce-CRM win disclosure seals the de-rating.

Agrees with X sentimentAgree with the bullish framing — the at-least-10-12-of-Top-20-pharma CRM migrations secured, the structural moat from data volume explosion (5M to 8B data points/year), Phase III generating 5.9M points making switching prohibitive, and the durable competitive position all check out. Salesforce competition remaining intense is the offsetting caveat.

What to watch: September 2 fiscal Q2 earnings — CRM migration completion progress, AI-CRM revenue color, any major pharma customer loss to Salesforce, Vault platform attach detail, and FY27 guidance refresh. Major pharma customer loss or Salesforce-CRM win disclosure would seal the de-rating below current levels.

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

X sentiment

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

Bullish sentiment6 posts analyzed · as of 2026-06-05

Veeva Systems is being framed as meaningfully de-risked after securing at least 10-12 of the Top 20 pharma companies for its CRM migration, though management has flagged that competition with Salesforce remains intense. Posters emphasize the structural moat: pharma data volume has grown from 5M data points/year in 2008 to 8 billion today, with one Phase III trial alone generating 5.9M data points (a 600% surge), making switching away from VEEV nearly impossible.

Read the AI verdict + X sentiment for $VEEV

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  • 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

Agentic AI is entering life sciences commercialization — 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 becoming the analytical infrastructure layer for clinical research and drug development.

What this means for $VEEV

Direct beneficiary — cloud CRM and regulatory content management for pharma; agentic AI framing converts AI from feature to platform pricing, and the UCB pharmacovigilance deal expands addressable safety regulation market.

Industry benchmark

9-name peer basket
+10.2%YTD
+38.8%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$9.38 – $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.1.3×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.3%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.-6.6%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.-30.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 149.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.4% 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.β0.955-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$200KSellJan 13Thomas D. SchwengerPres. & Chief Customer Officer1.0K sh$231K
+ 31 other (13 awards · 13 exempts · 5 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-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.

+ 10 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.

Veeva Expands Safety Suite Footprint With UCB Pharmacovigilance Dealzacks.com·13d agoVeeva Systems Inc. (VEEV) is Attracting Investor Attention: Here is What You Should Knowzacks.com·14d agoReasons to Add Veeva Systems Stock to Your Portfolio for Nowzacks.com·15d agoWhy Veeva Systems (VEEV) is a Top Growth Stock for the Long-Termzacks.com·15d agoUCB vereinheitlicht seine weltweiten Pharmakovigilanz-Aktivitäten mit der Veeva Safety Suiteprnewswire.com·16d ago

In themes

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

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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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