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VEVEEV

Veeva Systems Inc.

$VEEV·$46B·Software - Application·Technology
$278.60-0.5%YTD+21.2%1Y-4.4%
Price updated 10m ago·X counts updated 2d ago
VEVEEV
$VEEVVeeva Systems Inc.
$278.60-0.49%123 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $VEEV on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

123X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $VEEV's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-10

Veeva chatter cites Michael Burry remaining bullish and calling Snowflake overvalued while noting VEEV is still 17% below its 2021 all-time high despite a 70% rally. Posters describe it as a Stage 1 to Stage 2 transition worth watching.

Read what X is saying about $VEEV

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VEEV — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-29

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

Veeva growing 16% at 30% operating margin — AI Study Builder Agent is the fresh product signal into a rally that has run 70%.

Veeva Systems is the dominant life-sciences vertical-SaaS platform. Revenue growth reaccelerated modestly and the stock has rallied 70% off the lows, still 17% below its 2021 all-time high.

  • Growth is genuinely inflecting: revenue $836M last quarter up 16% year-on-year at 75% gross margin and 29% operating margin — this is a mature vertical SaaS finding fresh operating leverage with AI-agent-driven product additions.
  • The beat cadence is consistent: last three EPS surprises of 5.4%, 4.7% and 6.2% — modest but reliable, and Q4's 5.4% surprise shows analyst consensus continues to underestimate the pace of the recovery.
  • The AI Study Builder Agent is the fresh product signal: configuring clinical studies in as little as one day is the specific product-versus-services differentiation the AI-agent-era demands, and it's a defensive moat against Muse-style disintermediation.

The 11-25 print is where a fourth consecutive beat plus fresh AI-agent revenue mix disclosure extends the leg or another quarter of modest beats keeps the range. Watch cRPO growth, AI Study Builder Agent adoption, and any 2027 revenue guidance.

Agrees with X sentimentX's read (Michael Burry remaining bullish, VEEV still 17% below 2021 ATH despite 70% rally, Stage 1 to Stage 2 transition) captures the technical and thematic setup. The AI Study Builder Agent is real product-side moat, and the crowd is right that the pattern has room.

What to watch: 11-25 earnings — cRPO growth, AI Study Builder Agent adoption metrics, and any 2027 revenue guide. A fourth consecutive beat plus visible AI-attach revenue extends the leg; anything in-line at 30x invites a real digest.

On the calendar: 2026-11-25 — Q3 fiscal '27 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating whi.

What this means for $VEEV

Partial — Cloud software for life sciences companies covering commercial CRM, regulatory content management, and clinical data operations.; AI feature integration (Agentforce, AI Copilot) into core platform defends ARR while pricing for AI add-ons lifts ACV.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-1.0%YTD
-9.1%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
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 $2.33

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.81%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.+15.0%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.+39.4%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 today0.9% 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.β0.975-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

SellSep 14Thomas D. SchwengerPres. & Chief Customer Officer1.0K sh$265KSellSep 9Priscilla HungDirector750 sh$196KSellAug 27Thomas D. SchwengerPres. & Chief Customer Officer10.0K sh$2.8MSellAug 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$115K
+ 33 other (15 exempts · 13 awards · 4 inkinds · 1 other) 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

3New insider — initial holdingsSep 213
AI summary

Daniel J. Rizzo, EVP of Sales, Consulting & Services at Veeva Systems Inc. (VEEV), filed an initial Form 3 as of September 18, 2026, disclosing direct ownership of 11,688 shares of Class A Common Stock and a range of vested and unvested stock options and RSUs. This is a routine Form 3 for a newly reportable officer with no material impact on Veeva's business.

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.

+ 9 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

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

Veeva Systems (VEEV) Outperforms Broader Market: What You Need to Knowzacks.com·4d agoVeeva Unveils AI Study Builder Agent to Speed Clinical Trial Setupzacks.com·4d agoVeeva (VEEV) Down 2.6% Since Last Earnings Report: Can It Rebound?zacks.com·4d agoEXCLUSIVE: AI Has A Blind Spot, Here Are 3 Overlooked Stocksbenzinga.com·5d agoNew Veeva Study Builder Agent to Configure Clinical Studies in as Little as One Dayprnewswire.com·5d ago

In themes

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AI Precision Medicine

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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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