Veeva Systems (NYSE:VEEV) Updates FY 2027 Earnings Guidance

Veeva Systems (NYSE:VEEV) issued an update on its FY 2027 earnings guidance on Wednesday morning. The company provided EPS guidance of 8.850- for the period, compared to the consensus EPS estimate of 7.590. The company issued revenue guidance of $3.6 billion-$3.6 billion, compared to the consensus revenue estimate of $3.6 billion. Veeva Systems also updated its Q1 2027 guidance to 2.130-2.14 EPS.

Wall Street Analysts Forecast Growth

VEEV has been the topic of several recent analyst reports. Weiss Ratings downgraded Veeva Systems from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, January 12th. Jefferies Financial Group reaffirmed a “buy” rating and set a $330.00 target price on shares of Veeva Systems in a research report on Monday, November 24th. Oppenheimer cut their target price 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. Truist Financial upgraded shares of Veeva Systems from a “hold” rating to a “buy” rating in a research report on Thursday, January 8th. Finally, Canaccord Genuity Group reaffirmed a “buy” rating on shares of Veeva Systems in a research report on Tuesday, November 25th. Eighteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $293.71.

Veeva Systems Stock Up 1.2%

Shares of VEEV traded up $2.18 on Wednesday, hitting $188.09. The company’s stock had a trading volume of 3,302,810 shares, compared to its average volume of 2,219,080. The firm’s fifty day moving average price is $205.28 and its 200-day moving average price is $248.81. Veeva Systems has a fifty-two week low of $168.13 and a fifty-two week high of $310.50. The firm has a market capitalization 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 (NYSE:VEEV) last released its earnings results on Wednesday, March 4th. The technology company reported $2.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.92 by $0.14. The business had revenue of $835.95 million for the quarter, compared to analyst estimates of $810.95 million. Veeva Systems had a return on equity of 13.68% and a net margin of 27.93%.Veeva Systems has set its FY 2027 guidance at 8.850- EPS and its Q1 2027 guidance at 2.130-2.14 EPS. As a group, equities analysts predict that Veeva Systems will post 4.35 earnings per share for the current fiscal year.

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

Insider Buying and Selling at Veeva Systems

In other Veeva Systems news, insider Thomas D. Schwenger sold 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $231.43, for a total value of $231,430.00. Following the sale, the insider owned 23,204 shares in the company, valued at $5,370,101.72. This trade represents a 4.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 10.30% of the stock is currently owned by corporate insiders.

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

Institutional Investors Weigh In On Veeva Systems

Several large investors have recently modified their holdings of VEEV. Durable Capital Partners LP bought a new position in Veeva Systems during the second quarter valued at about $281,351,000. AQR Capital Management LLC boosted its stake in Veeva Systems by 31.2% in the third quarter. AQR Capital Management LLC now owns 2,412,210 shares of the technology company’s stock valued at $706,078,000 after acquiring an additional 574,164 shares during the last quarter. Greenoaks Capital Partners LLC grew its position in shares of Veeva Systems by 198.2% during the 4th quarter. Greenoaks Capital Partners LLC now owns 694,926 shares of the technology company’s stock valued at $155,128,000 after acquiring an additional 461,908 shares during the period. Federated Hermes Inc. grew its position in shares of Veeva Systems by 50.4% during the 4th quarter. Federated Hermes Inc. now owns 1,030,312 shares of the technology company’s stock valued at $229,997,000 after acquiring an additional 345,051 shares during the period. Finally, Amundi increased its stake in shares of Veeva Systems by 48.6% during the 4th quarter. Amundi now owns 919,467 shares of the technology company’s stock worth $205,253,000 after purchasing an additional 300,720 shares during the last quarter. 88.20% of the stock is currently owned by institutional investors and hedge funds.

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.