Short Interest in Veeva Systems Inc. (NYSE:VEEV) Expands By 26.4%

Veeva Systems Inc. (NYSE:VEEV) was the target of a significant increase in short interest in February. As of February 13th, there was short interest totaling 6,334,254 shares, an increase of 26.4% from the January 29th total of 5,010,981 shares. Currently, 4.3% of the company’s stock are short sold. Based on an average trading volume of 2,975,160 shares, the days-to-cover ratio is currently 2.1 days. Based on an average trading volume of 2,975,160 shares, the days-to-cover ratio is currently 2.1 days. Currently, 4.3% of the company’s stock are short sold.

Veeva Systems Trading Up 1.2%

Shares of VEEV stock traded up $2.18 on Wednesday, hitting $188.09. 3,387,989 shares of the stock were exchanged, compared to its average volume of 2,328,193. The firm’s 50 day moving average is $204.58 and its two-hundred day moving average is $248.39. Veeva Systems has a one year low of $168.13 and a one year high of $310.50. The firm has a market capitalization of $30.92 billion, a PE ratio of 36.59, a P/E/G ratio of 1.28 and a beta of 1.09.

Veeva Systems (NYSE:VEEV) last announced its quarterly earnings data on Wednesday, March 4th. The technology company reported $2.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.92 by $0.14. The business had revenue of $835.95 million for the quarter, compared to analysts’ expectations of $810.95 million. Veeva Systems had a return on equity of 13.68% and a net margin of 27.93%.The firm’s quarterly revenue was up 16.0% compared to the same quarter last year. During the same period in the previous year, the business posted $1.74 EPS. Veeva Systems has set its FY 2027 guidance at 8.850- EPS and its Q1 2027 guidance at 2.130-2.14 EPS. On average, sell-side analysts expect that Veeva Systems will post 4.35 earnings per share for the current year.

Veeva Systems announced that its board has initiated a share repurchase plan on Monday, January 5th that authorizes the company to buyback $2.00 billion in outstanding shares. This buyback authorization authorizes the technology company to repurchase up to 5.5% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s board believes its stock is undervalued.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on VEEV. The Goldman Sachs Group initiated coverage on shares of Veeva Systems in a research report on Tuesday, January 13th. They set a “sell” rating and a $215.00 price target on the stock. JPMorgan Chase & Co. dropped their target price on shares of Veeva Systems from $330.00 to $296.00 and set an “overweight” rating on the stock in a research report on Friday, February 20th. BTIG Research restated a “buy” rating and issued a $340.00 target price on shares of Veeva Systems in a research note on Friday, November 21st. Morgan Stanley raised Veeva Systems from an “underweight” rating to an “equal weight” rating and reduced their target price for the company from $222.00 to $205.00 in a report on Tuesday, February 17th. Finally, Barclays dropped their price target on Veeva Systems from $305.00 to $250.00 and set an “overweight” rating on the stock in a report on Wednesday, February 25th. Eighteen research 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’s stock. Based on data from MarketBeat, Veeva Systems currently has an average rating of “Moderate Buy” and a consensus target price of $293.71.

Insider Transactions at Veeva Systems

In other Veeva Systems news, insider Thomas D. Schwenger sold 1,000 shares of Veeva Systems stock in a transaction 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 completion of the sale, the insider directly 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 10.30% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Veeva Systems

Several hedge funds and other institutional investors have recently modified their holdings of VEEV. GPS Wealth Strategies Group LLC boosted its position in shares of Veeva Systems by 196.4% in the third quarter. GPS Wealth Strategies Group LLC now owns 83 shares of the technology company’s stock valued at $25,000 after acquiring an additional 55 shares during the period. SHP Wealth Management purchased a new stake in Veeva Systems in the 4th quarter worth approximately $26,000. Board of the Pension Protection Fund bought a new position in Veeva Systems in the 4th quarter valued at $27,000. Raiffeisen Bank International AG purchased a new position in shares of Veeva Systems during the 3rd quarter valued at $28,000. Finally, Newbridge Financial Services Group Inc. increased its holdings in shares of Veeva Systems by 322.6% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 131 shares of the technology company’s stock worth $29,000 after purchasing an additional 100 shares during the period. 88.20% of the stock is currently owned by institutional investors.

Key Stories Impacting Veeva Systems

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

• Positive Sentiment: Q4 results beat Street forecasts — revenue of ~$836M (up 16% Y/Y) and non‑GAAP EPS $2.06 topped estimates, signaling continued growth momentum. Veeva Systems (NYSE:VEEV) Delivers Strong Q4 CY2025 Numbers, Stock Soars
• Positive Sentiment: Company raised guidance materially — Q1 EPS guidance (2.13–2.14) and FY2027 EPS (8.85) came in above consensus, and next‑quarter revenue guidance was slightly above estimates, supporting forward earnings visibility. Veeva Systems surges 8% as agentic transformation drives strong Q4 results, guidance
• Positive Sentiment: Commercial product momentum — Veeva says 125+ customers are live on Vault CRM and is positioning Vault CRM + Veeva AI as the industry’s agentic CRM, which supports recurring subscription revenue growth and upsell potential. More Than 125 Customers Worldwide Live on Vault CRM as Veeva Accelerates the Industry’s Agentic Transformation
• Neutral Sentiment: Investor materials and call available — management filed the press release, slide deck and held an earnings call (Q&A focused); useful for digging into margin assumptions and customer conversion pacing. Veeva (VEEV) Q4 2026 Earnings Call Transcript
• Neutral Sentiment: Positioning chatter — there’s elevated ETF/positioning activity (Russell 1000) that can amplify intraday moves but is not a fundamentals signal. Veeva Systems (NYSE:VEEV) Sparks Elevated Positioning Chatter In Russell 1000 ETF Today
• Negative Sentiment: Pre-earnings concerns about CRM competition and past management disclosures weighed on the stock earlier; competitive dynamics remain a watch item for sustaining growth and pricing. Veeva Systems under pressure as earnings loom amid CRM competition

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.