Veeva Systems (NYSE:VEEV) Releases Quarterly Earnings Results, Beats Estimates By $0.14 EPS

Veeva Systems (NYSE:VEEV) posted its earnings results on Wednesday. The technology company reported $2.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.92 by $0.14, FiscalAI reports. The company had revenue of $835.95 million during the quarter, compared to analysts’ expectations of $810.95 million. Veeva Systems had a net margin of 27.93% and a return on equity of 13.68%.

Veeva Systems Trading Up 1.2%

NYSE VEEV traded up $2.18 on Wednesday, hitting $188.09. 3,115,123 shares of the company’s stock were exchanged, compared to its average volume of 2,188,248. The stock has a 50-day moving average of $205.28 and a 200-day moving average of $248.81. The stock has a market cap of $30.92 billion, a price-to-earnings ratio of 36.59, a P/E/G ratio of 1.25 and a beta of 1.09. Veeva Systems has a 52 week low of $168.13 and a 52 week high of $310.50.

Veeva Systems News Summary

Here are the key news stories impacting Veeva Systems this week:

• Positive Sentiment: Veeva reported solid fiscal Q4 and FY2026 results: FY revenue of $3.195B (+16% YoY) and Q4 revenue of $836M (+16% YoY); subscription revenue growth of ~16–17% underscores recurring SaaS strength and predictable cashflow, supporting valuation. Veeva Announces Fourth Quarter and Fiscal Year 2026 Results
• Positive Sentiment: Product momentum: Veeva says 125+ customers are now live on Vault CRM (its next‑gen CRM) and is rolling out Veeva AI — adoption bolsters upsell/cross‑sell potential and supports subscription revenue growth. More Than 125 Customers Worldwide Live on Vault CRM as Veeva Accelerates the Industry’s Agentic Transformation
• Neutral Sentiment: Market positioning chatter: reports of elevated trading/positioning activity in Russell 1000 ETF could amplify intraday flows but are not fundamental. Watch ETF rebalancing as a technical driver. Veeva Systems Sparks Elevated Positioning Chatter In Russell 1000 ETF Today
• Neutral Sentiment: Analyst/press attention: several earnings previews and valuation pieces are prompting debate on whether current price represents a buying opportunity given recent volatility. These shape sentiment but not immediate fundamentals. Is It Time To Revisit Veeva Systems (VEEV) After Recent Share Price Swings?
• Negative Sentiment: Competition and management disclosures have raised concerns: coverage notes growing CRM competition and references to management acknowledging competitive losses, which pressured sentiment ahead of/around earnings. Monitor commentary on win rates and contract renewals in the conference call. Veeva Systems under pressure as earnings loom amid CRM competition
• Negative Sentiment: Stock pullbacks tied to investor letters and commentary: coverage noting retreats after disclosures (and mid‑cap style weakness) has weighed on near‑term sentiment; keep an eye on guidance vs. expectations for direction. Veeva Systems (VEEV) Retreated Following Management’s Competitive Losses Disclosure

Veeva Systems declared that its Board of Directors has approved a stock repurchase plan on Monday, January 5th that permits the company to buyback $2.00 billion in shares. This buyback authorization permits the technology company to repurchase up to 5.5% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s board of directors believes its shares are undervalued.

Insider Activity

In other news, insider Thomas D. Schwenger sold 1,000 shares of the business’s stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $231.43, for a total transaction of $231,430.00. Following the completion of the transaction, the insider owned 23,204 shares of the company’s stock, valued at approximately $5,370,101.72. The trade was a 4.13% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 10.30% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of VEEV. Measured Wealth Private Client Group LLC bought a new position in shares of Veeva Systems in the third quarter worth about $45,000. J.Safra Asset Management Corp increased its position in Veeva Systems by 2,940.0% during the 4th quarter. J.Safra Asset Management Corp now owns 152 shares of the technology company’s stock worth $34,000 after purchasing an additional 147 shares in the last quarter. Raiffeisen Bank International AG lifted its stake in Veeva Systems by 59.8% in the 4th quarter. Raiffeisen Bank International AG now owns 155 shares of the technology company’s stock valued at $35,000 after purchasing an additional 58 shares during the last quarter. Rakuten Securities Inc. boosted its position in Veeva Systems by 56.7% in the second quarter. Rakuten Securities Inc. now owns 163 shares of the technology company’s stock valued at $47,000 after buying an additional 59 shares in the last quarter. Finally, Palisade Asset Management LLC acquired a new stake in Veeva Systems in the third quarter valued at approximately $66,000. Institutional investors own 88.20% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on VEEV. JPMorgan Chase & Co. decreased their price objective on Veeva Systems from $330.00 to $296.00 and set an “overweight” rating on the stock in a report on Friday, February 20th. Robert W. Baird upped their price target on shares of Veeva Systems from $314.00 to $319.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. Oppenheimer dropped their price objective on shares of Veeva Systems from $325.00 to $275.00 and set an “outperform” rating for the company in a research note on Tuesday, February 24th. UBS Group cut their price objective on shares of Veeva Systems from $280.00 to $200.00 and set a “neutral” rating for the company in a report on Friday, February 20th. Finally, Needham & Company LLC restated a “buy” rating and set a $355.00 target price on shares of Veeva Systems in a research report on Friday, November 21st. Eighteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $293.71.

Veeva Systems Company Profile

Veeva Systems (NYSE: VEEV) is a cloud software company that develops industry-specific applications and data solutions for the global life sciences sector. Founded in 2007 and headquartered in Pleasanton, California, Veeva focuses on helping pharmaceutical, biotechnology, medical device and consumer health companies manage regulated content, clinical and regulatory processes, quality systems, and commercial operations in a compliant, cloud-native environment. The company completed its initial public offering in 2013 and has since expanded its product suite and international footprint.

Veeva’s product portfolio centers on its Vault platform and related application suites, which provide content and data management, clinical trial and regulatory workflows, quality management, and structured commercial capabilities such as customer relationship management and promotional content management.