Added to YB: 2026-03-09
Pitch date: 2026-03-05
VEEV [neutral]
Veeva Systems Inc.
-7.04%
current return
Author Info
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Company Info
Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America.
Market Cap
$32.1B
Pitch Price
$194.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.62
P/E
35.95
EV/Sales
8.04
Sector
Health Care Technology
Category
growth
Veeva Earnings
VEEV (earnings): Q4 rev $836M (+16% YoY) beat est; EPS $2.06 beat; 43.8% op margin. Vault CRM at ~140 customers, 2 top-20 pharma live globally, 14 of top-20 expected to adopt. RTSM & safety wins expand R&D Cloud. Crossix drove Data Cloud outperformance. FY27 guide $3.59B (+12.4% YoY). Net new ARR $100.9M (-8.9% YoY) signals slower expansion. AI minimal revenue impact FY27.
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