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Added to YB: 2026-03-09

Pitch date: 2026-03-05

VEEV [neutral]

Veeva Systems Inc.

-7.04%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

Show full summary:
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.

Read full article (8 min)