Track market-moving stories before they get noisy

Veeva Systems, Inc. (VEEV) shares are up 1,062% since institutions first bought big in 2015.

VEEV builds and sells cloud software and services for life sciences work, with specific scientific functionality and regulatory compliance features built into the platform. VEEV’s second-quarter fiscal 2027 report showed $928 million in quarterly revenue (an 18% year-over-year gain), non-GAAP operating income of $415.9 million (a 44.8% operating margin), and offered guidance of up to $3.687 billion and $9.21 in revenue and non-GAAP per-share earnings, respectively.

It’s no wonder VEEV shares are up 44% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are once again betting heavily on the forward picture of the stock.

Veeva Backed by Big Money Again Institutional volumes reveal plenty. Since June 2026, VEEV has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in VEEV shares. They reflect our proprietary inflow signal, pushing the stock higher:

VEEV survived heavy selling and institutions are buying again – shares rose 44% so far in 2026, nearing its high of $341. Source: www.moneyflows.com Plenty of health care names are under accumulation right now. But there’s a powerful fundamental story happening with Veeva.

Veeva Fundamental Analysis Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, VEEV has had strong sales and earnings growth:

3-year sales growth rate (+14.1%) 3-year EPS growth rate (+21.6%) Source: FactSet

Also, EPS is estimated to ramp higher this year by +11.2%.

Now it makes sense why the stock has been generating Big Money interest. VEEV has a track record of strong financial performance.

Marrying great fundamentals with our proprietary software has found some big winning stocks over the long term.

Veeva has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

Since November 2015 it made the rare Outlier 20 report 56 times, gaining 1,062%. The blue bars below show when VEEV was a top pick…institutions love this stock:

Institutional buyers supported VEEV since 2015, buying in big volumes 56 times and pushing shares higher by 1,062%. Source: www.moneyflows.com Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.

Veeva Price Prediction The VEEV action isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author holds no position in VEEV at the time of publication.

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Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.

Cantor Fitzgerald Investment Advisors L.P. purchased a new stake in Veeva Systems Inc. (NYSE:VEEV – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 69,700 shares of the technology company’s stock, valued at approximately $19,896,000. Veeva Systems accounts for about 0.9% of Cantor Fitzgerald Investment Advisors L.P.’s holdings, making the stock its 27th largest position.

A number of other hedge funds also recently made changes to their positions in VEEV. SHP Wealth Management acquired a new stake in Veeva Systems during the 4th quarter valued at approximately $26,000. Compass Financial Management LLC bought a new position in Veeva Systems during the second quarter worth $27,000. Burkett Financial Services LLC bought a new position in Veeva Systems during the third quarter worth $27,000. Arlington Trust Co LLC acquired a new position in Veeva Systems in the second quarter valued at $29,000. Finally, Field & Main Bank bought a new stake in Veeva Systems during the second quarter valued at $29,000. 88.20% of the stock is currently owned by institutional investors.

Veeva Systems Trading Up 0.5% Shares of Veeva Systems stock opened at $320.20 on Thursday. The stock has a fifty day simple moving average of $274.67 and a 200 day simple moving average of $211.23. Veeva Systems Inc. has a 12-month low of $148.05 and a 12-month high of $322.99. The company has a market capitalization of $51.84 billion, a P/E ratio of 51.48, a price-to-earnings-growth ratio of 1.36 and a beta of 0.93.

Veeva Systems (NYSE:VEEV – Get Free Report) last released its quarterly earnings results on Wednesday, August 26th. The technology company reported $2.35 earnings per share for the quarter, beating analysts’ consensus estimates of $2.23 by $0.12. Veeva Systems had a net margin of 29.34% and a return on equity of 14.25%. The company had revenue of $927.96 million for the quarter, compared to analyst estimates of $905.38 million. During the same period last year, the firm earned $1.99 earnings per share. The firm’s revenue was up 17.6% on a year-over-year basis. Veeva Systems has set its FY 2027 guidance at 9.210-9.210 EPS and its Q3 2027 guidance at 2.330-2.340 EPS. On average, analysts predict that Veeva Systems Inc. will post 6.70 EPS for the current year. Wall Street Analyst Weigh In Several equities analysts have issued reports on the company. Robert W. Baird boosted their price target on Veeva Systems from $260.00 to $300.00 and gave the company an “outperform” rating in a research note on Thursday, August 27th. Oppenheimer reaffirmed an “outperform” rating and set a $325.00 price objective on shares of Veeva Systems in a research report on Thursday, October 15th. Guggenheim lifted their price objective on shares of Veeva Systems from $276.00 to $310.00 and gave the company a “buy” rating in a research note on Thursday, August 27th. Truist Financial boosted their target price on shares of Veeva Systems from $262.00 to $305.00 and gave the company a “buy” rating in a research report on Thursday, August 27th. Finally, Wells Fargo & Company reissued an “overweight” rating and set a $330.00 target price on shares of Veeva Systems in a research note on Tuesday, September 8th. Nineteen investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $287.79.

View Our Latest Stock Report on Veeva Systems

Insider Transactions at Veeva Systems In related news, EVP Daniel Rizzo sold 4,841 shares of Veeva Systems stock in a transaction dated Friday, October 2nd. The stock was sold at an average price of $276.51, for a total value of $1,338,584.91. Following the completion of the sale, the executive vice president owned 7,665 shares of the company’s stock, valued at approximately $2,119,449.15. This trade represents a 38.71% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Priscilla Hung sold 750 shares of Veeva Systems stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $261.04, for a total transaction of $195,780.00. Following the completion of the transaction, the director owned 3,242 shares of the company’s stock, valued at $846,291.68. The trade was a 18.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 56,789 shares of company stock valued at $14,913,889. Corporate insiders own 10.60% of the company’s stock.

About Veeva Systems (Free Report)

Veeva Systems Inc is a cloud software company that develops technology for the life sciences industry. Its customers include pharmaceutical, biotechnology, medical device and other healthcare companies that use Veeva’s applications to manage commercial, clinical, regulatory, quality and operational processes.

The company’s Veeva Vault platform provides cloud applications for areas such as clinical data management, electronic trial management, regulatory information, quality management, safety and content management.

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Veeva Systems (VEEV - Free Report) closed at $316.80 in the latest trading session, marking a +2.08% move from the prior day. The stock exceeded the S&P 500, which registered a gain of 0.41% for the day. Elsewhere, the Dow lost 0.07%, while the tech-heavy Nasdaq added 1.11%.

Shares of the provider of cloud-based software services for the life sciences industry witnessed a gain of 19.27% over the previous month, beating the performance of the Medical sector with its gain of 1.97%, and the S&P 500's gain of 1.46%.

Analysts and investors alike will be keeping a close eye on the performance of Veeva Systems in its upcoming earnings disclosure. In that report, analysts expect Veeva Systems to post earnings of $2.33 per share. This would mark year-over-year growth of 14.22%. Our most recent consensus estimate is calling for quarterly revenue of $933.79 million, up 15.11% from the year-ago period.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $9.22 per share and revenue of $3.69 billion. These totals would mark changes of +13.83% and +15.35%, respectively, from last year.

Investors should also pay attention to any latest changes in analyst estimates for Veeva Systems. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed an unchanged state. Veeva Systems is currently sporting a Zacks Rank of #3 (Hold).

Looking at valuation, Veeva Systems is presently trading at a Forward P/E ratio of 33.67. This expresses a premium compared to the average Forward P/E of 32.9 of its industry.

Meanwhile, VEEV's PEG ratio is currently 0.96. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The average PEG ratio for the Medical Info Systems industry stood at 3.08 at the close of the market yesterday.

The Medical Info Systems industry is part of the Medical sector. This industry, currently bearing a Zacks Industry Rank of 96, finds itself in the top 40% echelons of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Veeva Systems (VEEV - Free Report) .

Veeva currently has an average brokerage recommendation (ABR) of 1.85, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 27 brokerage firms. An ABR of 1.85 approximates between Strong Buy and Buy.

Of the 27 recommendations that derive the current ABR, 15 are Strong Buy and three are Buy. Strong Buy and Buy respectively account for 55.6% and 11.1% of all recommendations.

Brokerage Recommendation Trends for VEEV

Check price target & stock forecast for Veeva here>>>

While the ABR calls for buying Veeva, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential.

Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.

In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement.

With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.

Zacks Rank Should Not Be Confused With ABRAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.

Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

It has been and continues to be the case that analysts employed by brokerage firms are overly optimistic with their recommendations. Because of their employers' vested interests, these analysts issue more favorable ratings than their research would support, misguiding investors far more often than helping them.

On the other hand, earnings estimate revisions are at the core of the Zacks Rank. And empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Furthermore, the different grades of the Zacks Rank are applied proportionately across all stocks for which brokerage analysts provide earnings estimates for the current year. In other words, at all times, this tool maintains a balance among the five ranks it assigns.

Another key difference between the ABR and Zacks Rank is freshness. The ABR is not necessarily up-to-date when you look at it. But, since brokerage analysts keep revising their earnings estimates to account for a company's changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in indicating future price movements.

Is VEEV a Good Investment?Looking at the earnings estimate revisions for Veeva, the Zacks Consensus Estimate for the current year has remained unchanged over the past month at $9.22.

Analysts' steady views regarding the company's earnings prospects, as indicated by an unchanged consensus estimate, could be a legitimate reason for the stock to perform in line with the broader market in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Veeva. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

It may therefore be prudent to be a little cautious with the Buy-equivalent ABR for Veeva.

Key Takeaways VEEV expands its IQV partnership, adding clinical operations applications as enterprise standards for studies.Veeva's CTMS, eTMF, Study Startup and Site Connect tools aim to improve trial efficiency.VEEV's expanded collaboration could drive broader adoption and cross-selling. Veeva Systems (VEEV - Free Report) recently expanded its partnership with IQVIA (IQV - Free Report) , with the latter selecting additional Veeva clinical operations applications as enterprise standard solutions across its clinical development studies. The agreement builds on the companies’ previously announced electronic data capture (EDC) partnership and strengthens their collaboration in clinical research.

The expanded partnership is an encouraging development for Veeva, as IQVIA’s selection of its clinical operations applications as enterprise standards strengthens the company’s presence in clinical research technology.

Veeva has also continued to expand its customer relationships, with recent partnerships involving Servier and Amgen underscoring demand for its cloud-based solutions across the life sciences industry.

These developments could support broader adoption of Veeva’s clinical applications and strengthen its competitive position over the long term. However, the IQVIA agreement's contribution to revenue growth and profitability will depend on implementation timelines and subsequent customer demand.

Likely Trend of VEEV Stock Following the NewsFollowing the announcement, shares of VEEV traded flat in yesterday’s trading. Year to date, shares of the company have gained 35.1% compared with the industry’s 19.1% growth. However, the S&P 500 has risen 13.8% in the same timeframe.

The expanded partnership with IQVIA is likely to support VEEV’s long-term growth by strengthening the adoption of its clinical applications across a major clinical research organization. Making Veeva’s solutions standard applications for IQVIA’s clinical development studies could increase product visibility, deepen its presence in the clinical research ecosystem and create opportunities to reach more biopharmaceutical customers. The collaboration also strengthens the value proposition of Veeva’s clinical technology portfolio by enabling deeper integration and more efficient workflows.

VEEV currently has a market capitalization of $47.9 billion.

Image Source: Zacks Investment Research

More on Veeva’s Clinical Operations Software SuiteVEEV is expanding its role in clinical research by being selected as the enterprise-standard solution for IQVIA’s clinical development studies. The agreement covers Veeva Clinical Trial Management System (CTMS), electronic Trial Master File (eTMF), Study Startup and Site Connect, extending the companies’ previously announced EDC partnership. These applications are designed to support key stages of clinical trials, from study planning and site activation to trial management and documentation.

Their adoption across IQVIA’s clinical development activities is expected to support more connected workflows, improve operational efficiency and strengthen coordination among clinical research stakeholders. The collaboration also builds on the companies’ complementary capabilities, with IQVIA emphasizing that customers will retain flexibility in selecting electronic data capture, randomization and trial supply management and electronic clinical outcome assessment technologies.

Expanded Collaboration Could Strengthen Veeva’s Market PositionThe partnership could provide Veeva with a broader channel to market its clinical applications to biopharmaceutical companies that rely on IQVIA for clinical research services. IQVIA’s selection of multiple Veeva applications as enterprise standards may also strengthen customer confidence in the company’s technology and encourage sponsors to consider adopting a wider range of its solutions.

In addition, IQVIA will make Veeva’s full clinical solution portfolio available to sponsors seeking an integrated technology stack, creating a potential avenue for cross-selling. The collaboration is aimed at improving trial efficiency, strengthening clinical site engagement and enabling better-informed decisions through more connected technology workflows.

Over the longer term, these factors could support broader product adoption and recurring revenue growth for Veeva.

However, the companies have not disclosed financial terms or a deployment timeline, making the eventual revenue contribution difficult to quantify at this stage.

Industry Prospects Favoring the MarketPer a report by Grand View Research, the global healthcare CRM market size was valued at $21.5 billion in 2025 and is projected to grow from $23.3 billion in 2026 to $35.7 billion by 2033, at a CAGR of 6.2% from 2026 to 2033.

The rising demand for structured data and automation in healthcare organizations is expected to drive market growth.  

Other NewsVEEV continues to strengthen its position in the life sciences software market as the Veeva DQS platform expands reach across clinical trials. The company said the solution now supports data cleaning across more than 1,000 studies involving over 1 million subjects, highlighting growing adoption of its clinical data management capabilities.

The expanding scale of Veeva DQS is encouraging as biopharma companies increasingly prioritize efficient data management amid rising clinical trial complexity.

VEEV’s Zacks Rank & Key PicksCurrently, VEEV has a Zacks Rank #3 (Hold).

Some better-ranked stocks from the broader medical space are OPKO Health (OPK - Free Report) and Merit Medical Systems (MMSI - Free Report) .

OPKO Health, currently flaunting a Zacks Rank #1 (Strong Buy), reported a second-quarter 2026 adjusted loss of 1 cent per share, which surpassed the Zacks Consensus Estimate by 87.5%. Revenues of $163.6 million beat the Zacks Consensus Estimate by 24.7%. You can see the complete list of today’s Zacks #1 Rank stocks here.

OPK has an estimated earnings growth rate of 23.3% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 95.1%.

Merit Medical Systems, carrying a Zacks Rank #2 (Buy) at present, reported second-quarter 2026 adjusted EPS of $1.19, which beat the Zacks Consensus Estimate by 23.9%. Revenues of $418.8 million surpassed the Zacks Consensus Estimate by 3.5%.

MMSI has an estimated long-term earnings growth rate of 10.4%. MMSI’s earnings surpassed estimates in the trailing four quarters, with the average surprise being 14.1%.

Veeva Systems

IQVIA

, /PRNewswire/ -- IQVIA (NYSE : IQV) et Veeva Systems (NYSE : VEEV) a annoncé aujourd'hui l'extension de son partenariat avec la sélection de Veeva CTMS, eTMF, Study Startup et Site Connect comme applications standard d'entreprise qui seront utilisées dans l'ensemble des études de développement clinique d'IQVIA. Cela marque le prolongement du partenariat avec EDC annoncé précédemment.

Ensemble, IQVIA et Veeva offrent des capacités de pointe en matière de recherche clinique afin d'aider les clients à accélérer et à améliorer l'efficacité des essais, de renforcer la centralité des sites et de prendre des décisions mieux éclairées, contribuant ainsi à accélérer l'accès des patients à des traitements révolutionnaires. Toutes les solutions cliniques Veeva sont également disponibles via IQVIA pour les sponsors qui souhaitent activer une pile technologique Veeva complète.

« En unissant les forces de nos entreprises, nous offrons aux équipes cliniques une façon de travailler plus connectée, fondée sur une intégration fluide de nos technologies respectives », a déclaré Richard Staub, président de Research and Development Solutions chez IQVIA. « De même, et c'est tout aussi important, les clients conservent la possibilité de choisir les technologies et solutions EDC, RTSM et eCOA qui répondent le mieux à leurs besoins, notamment les capacités innovantes d'IQVIA. »

« Il s'agit d'un développement passionnant du partenariat annoncé l'année dernière entre IQVIA et Veeva, et du travail que nous avons accompli ensemble depuis », a déclaré Peter Gassner, fondateur et PDG de Veeva. « Nous nous engageons à soutenir une intégration harmonieuse des produits et services au bénéfice de nos clients et à améliorer l'accès aux innovations pour les patients. »

Retrouvez-nous lors du sommet Veeva R&D and Quality Summit les 20 et 21 octobre à Boston pour en savoir plus.

À propos d'IQVIA
IQVIA (NYSE : IQV) est l'un des principaux fournisseurs mondiaux de services de recherche clinique, d'informations commerciales et de renseignements sur la santé pour les industries des sciences de la vie et de la santé. Le portefeuille de solutions d'IQVIA est activé par IQVIA Connected Intelligence™ pour fournir des informations et des services exploitables basés sur des données de santé de haute qualité, Healthcare-grade AI®, des analyses avancées, les dernières technologies et une vaste expertise dans le domaine. IQVIA s'engage à utiliser l'IA de manière responsable, avec des capacités activées par l'IA construites sur les meilleures approches en matière de confidentialité, de conformité réglementaire et de sécurité des patients, et à proposer des solutions IA répondant aux normes élevées de fiabilité, d'évolutivité et de précision exigées par le secteur. Employant environ 94 000 employés dans plus de 100 pays, dont des experts dans la santé, en sciences de la vie, en science des données, en technologie et en excellence opérationnelle, IQVIA se consacre à l'accélération du développement et de la commercialisation de traitements médicaux innovants afin de contribuer à améliorer les résultats cliniques des patients et la santé publique à l'échelle mondiale.

IQVIA est un leader mondial dans la protection de la vie privée des patients. L'entreprise utilise un large éventail de technologies et de mesures de protection de la vie privée pour protéger la vie privée des personnes tout en générant et en analysant des informations à grande échelle qui aident les acteurs du secteur de la santé à identifier les schémas pathologiques et à les mettre en corrélation avec le traitement précis et la thérapie nécessaire pour obtenir de meilleurs résultats. Les connaissances et les capacités d'exécution d'IQVIA aident les entreprises biotechnologiques, médicales et pharmaceutiques, les chercheurs médicaux, les agences gouvernementales, les payeurs et les autres acteurs de la santé à mieux comprendre les maladies, les comportements humains et les progrès scientifiques, dans le but d'avancer sur la voie de la guérison. Pour en savoir plus, veuillez consulter www.iqvia.com.

À propos de Veeva Systems
Veeva propose une plateforme cloud dédiée au secteur des sciences de la vie, comprenant des applications, des agents, des données et des services de conseil. Engagé en faveur de l'innovation, de l'excellence de ses produits et de la réussite de ses clients, Veeva compte plus de 1 500 clients, parmi lesquels figurent les plus grandes sociétés biopharmaceutiques mondiales et des biotechs émergentes. Véritable société d'utilité publique, Veeva s'engage à concilier au mieux les intérêts de toutes les parties prenantes, y compris les clients, les employés, les actionnaires et les secteurs qu'elle dessert. Pour obtenir plus d'informations, consultez le site veeva.com.

Déclarations prospectives de Veeva
Le présent communiqué contient des déclarations prospectives concernant les produits, services de Veeva et les avantages attendus de l'utilisation de nos produits et services, ainsi que des déclarations prospectives concernant le partenariat de Veeva avec IQVIA et les avantages attendus de ce partenariat. Ces déclarations sont basées sur nos attentes actuelles. Les résultats réels pourraient différer sensiblement de ceux énoncés dans le présent communiqué, et nous ne sommes pas tenus de mettre à jour ces déclarations. Il existe de nombreux risques susceptibles d'avoir un impact négatif sur nos résultats, notamment les risques et incertitudes mentionnés dans notre rapport sur le formulaire 10-Q pour l'exercice clos le 31 juillet 2026, que vous pouvez consulter ici (un résumé des risques susceptibles d'avoir une incidence sur nos activités figure aux pages 33 et 34), ainsi que dans nos documents déposés ultérieurement auprès de la SEC, consultables à l'adresse sec.gov.

Contact :

Kerri Joseph

Gunnar Hansen

Relations avec les investisseurs d'IQVIA

Relations avec les investisseurs de Veeva

919-541-3558

267-460-5839

[email protected]

[email protected]

Alissa Maupin

Maria Scurry

Relations avec la presse d'IQVIA

Relations avec la presse de Veeva

919-923-6785

781-366-7617

[email protected]

[email protected]

Veeva Systems

IQVIA

, /PRNewswire/ -- IQVIA (NYSE: IQV) and Veeva Systems (NYSE: VEEV) today announced an expansion of their partnership with the selection of Veeva CTMS, eTMF, Study Startup, and Site Connect as enterprise standard applications that will be used across IQVIA clinical development studies. This extends the previously announced EDC partnership.

Together, IQVIA and Veeva bring best-in-class capabilities to clinical research to help customers increase trial speed and efficiency, strengthen site centricity, and make better-informed decisions, ultimately helping get life-changing treatments to patients faster. All Veeva clinical solutions are also available through IQVIA for sponsors who wish to enable a full Veeva technology stack.

"By bringing our companies' strengths together, we're giving clinical teams a more connected way to work, built on frictionless integration of our respective technologies," said Richard Staub, president of Research and Development Solutions at IQVIA. "Just as importantly, customers retain the flexibility to choose the EDC, RTSM, and eCOA technologies and solutions that best meet their needs, including IQVIA's innovative capabilities."

"This is an exciting expansion of the partnership IQVIA and Veeva announced last year and the work we have done together since," said Veeva founder and CEO Peter Gassner. "We are committed to supporting seamless product and services integration for the benefit of our customers and improving access to innovations for patients."

Join us at Veeva R&D and Quality Summit on October 20-21 in Boston to learn more.

About IQVIA
IQVIA (NYSE:IQV) is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. IQVIA's portfolio of solutions are powered by IQVIA Connected Intelligence™ to deliver actionable insights and services built on high-quality health data, Healthcare-grade AI®, advanced analytics, the latest technologies and extensive domain expertise. IQVIA is committed to using AI responsibly, with AI-powered capabilities built on best-in-class approaches to privacy, regulatory compliance and patient safety, and delivering AI to the high standards of trust, scalability and precision demanded by the industry. With approximately 94,000 employees in over 100 countries, including experts in healthcare, life sciences, data science, technology and operational excellence, IQVIA is dedicated to accelerating the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide.

IQVIA is a global leader in protecting individual patient privacy. The company uses a wide variety of privacy-enhancing technologies and safeguards to protect individual privacy while generating and analyzing information on a scale that helps healthcare stakeholders identify disease patterns and correlate with the precise treatment path and therapy needed for better outcomes. IQVIA's insights and execution capabilities help biotech, medical device and pharmaceutical companies, medical researchers, government agencies, payers and other healthcare stakeholders tap into a deeper understanding of diseases, human behaviors and scientific advances, in an effort to advance their path toward cures. To learn more, visit www.iqvia.com.

About Veeva Systems
Veeva delivers the industry cloud for life sciences with applications, agents, data, and consulting. Committed to innovation, product excellence, and customer success, Veeva serves more than 1,500 customers, ranging from the world's largest pharmaceutical companies to emerging biotechs. As a Public Benefit Corporation, Veeva is committed to balancing the interests of all stakeholders, including customers, employees, shareholders, and the industries it serves. For more information, visit veeva.com.

Veeva Forward-Looking Statements
This release contains forward-looking statements regarding Veeva's products, services, and the expected benefits from use of our products and services, and forward-looking statements regarding Veeva's partnership with IQVIA and the expected benefits of the partnership. These statements are based on our current expectations. Actual results could differ materially from those provided in this release and we have no obligation to update such statements. There are numerous risks that have the potential to negatively impact our results, including the risks and uncertainties disclosed in our filing on Form 10-Q for the fiscal year ended July 31, 2026, which you can find here (a summary of risks which may impact our business can be found on pages 33 and 34), and in our subsequent SEC filings, which you can access at sec.gov.

Contact:

Kerri Joseph

Gunnar Hansen

IQVIA Investor Relations

Veeva Investor Relations

919-541-3558

267-460-5839

[email protected]

[email protected]

Alissa Maupin

Maria Scurry

IQVIA Media Relations

Veeva Media Relations

919-923-6785

781-366-7617

[email protected]

[email protected]

SOURCE Veeva Systems

Software opened the year as the market's favorite casualty. The SPDR S&P Software & Services ETF NYSEARCA: XSW and the iShares Expanded Tech-Software Sector ETF BATS: IGV each dropped roughly 25% to 27% in the first quarter alone, as traders priced in a future where artificial intelligence (AI) made subscription software obsolete.

Software earnings never got that memo. Subscriber counts held or grew, revenue kept arriving, and the companies sitting on enterprise customer data started building AI into their own products—not losing to it.

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Institutions noticed early. The money that fled software in the spring has been flowing back into the names with the stickiest customers, and several of those charts are already well off their lows.

That leaves a sharper question than whether software survived the AI scare. The real one is which companies are turning that scare into a tailwind, and whether the price action confirms it.

Owning the Customer Beats Fearing the Model in Enterprise SoftwareThe AI-eats-software trade missed something basic, according to Pete Carmasino, chief market strategist at Chaikin Analytics. No large enterprise is going to tear out its customer relationship management (CRM) platform and swap in an AI imitation, however capable the model looks.

History offers a useful comparison. Railroads and the 1990s fiber-optic boom both overbuilt capacity before customers were paying for it, and names like Global Crossing and Lucent became symbols of that excess.

The AI buildout differs in one key way, per Carmasino. Model developers such as privately held Anthropic already have fast-growing paying customers. And the biggest winners of the old fiber glut weren't the builders. They were the companies riding cheap bandwidth, from Netflix NASDAQ: NFLX to YouTube parent Alphabet NASDAQ: GOOGL to Facebook, now Meta Platforms NASDAQ: META.

That changes the frame. The AI infrastructure boom may work less like a threat to entrenched software companies and more like a subsidy, handing powerful tools to whoever already owns the data.

Not every software name qualifies. The ones that do pair locked-in customers with visible AI adoption.

Institutional Accumulation Marks a Turn for Customer Relationship SoftwareSalesforce Today

$230.28 +2.48 (+1.09%)

As of 09:36 AM Eastern

This is a fair market value price provided by Massive. Learn more.

$146.32▼

$269.110.76%

20.95

$275.14

Salesforce NYSE: CRM is the clearest example. The stock wasn't sold because the business stopped making money, in Carmasino's view. It was sold on a story, and steady accumulation is now reversing it.

The pressure traced back to a large hedge fund trade that shorted software while buying chip and data center builders. When that position unwound, the Chaikin Money Flow indicator and relative strength on Salesforce both turned higher. For Carmasino, that confirmation matters more than the bounce itself.

The business case leans on switching costs. Replacing a CRM system is the kind of project that terrifies IT departments. Salesforce has been an early champion of agentic AI, meaning software agents that take actions on a user's behalf, and it is using its own engineering bench to make the platform easier to use. Easier products tend to keep customers longer.

Analyst price targets have pointed above recent trading levels, suggesting the recovery may not be fully priced in. Proof that AI features are lifting renewals and deal sizes could push sentiment further. Watch whether money flow stays positive into the next earnings report.

AI Risk Is Turning Cybersecurity Into a Must-Have Budget LineCrowdStrike Today

$266.50 +3.50 (+1.33%)

As of 09:36 AM Eastern

This is a fair market value price provided by Massive. Learn more.

$85.68▼

$286.996,662.63

$229.72

If AI opens new doors into corporate and personal systems, someone has to sell the locks. Carmasino sees two powerhouses filling that role. CrowdStrike NASDAQ: CRWD is the purer cybersecurity play, while Palo Alto Networks NASDAQ: PANW adds networking and broader software exposure.

The tailwind is visible. Agentic tools are being granted access to banking and financial accounts, and headlines about AI threats keep stacking up. Security has shifted from nice-to-have to have-to-have, and the systems being guarded aren't about to replace the guards.

Palo Alto Networks Today

PANW

Palo Alto Networks

$405.36 +6.86 (+1.72%)

As of 09:36 AM Eastern

This is a fair market value price provided by Massive. Learn more.

$139.57▼

$432.33794.84

$391.32

Both stocks have pushed toward the top of their 52-week ranges, which invites a valuation debate. Carmasino doesn't dismiss price-to-earnings multiples or forward growth rates, but he lets price set the direction. Bottom fishing is hard, and he prefers owning a name already in a momentum phase with indicators confirming over waiting on a pullback that may not arrive on schedule.

He also favors holding both rather than choosing, since "should have" may be the most repeated phrase on Wall Street. The signal to watch is whether price keeps validating once AI fear headlines cool.

Pharma's Digital Filing Cabinet Offers a Quieter Software OpportunityVeeva Systems NYSE: VEEV gets less airtime, but Carmasino sees the same customer lock-in in a different industry.

Veeva Systems Today

$287.46 +2.62 (+0.92%)

As of 09:36 AM Eastern

This is a fair market value price provided by Massive. Learn more.

$148.05▼

$303.3947.13

$284.88

Large pharmaceutical companies use it across the cycle, from research to sales, making it something close to the filing cabinet for drug development.

That position compounds. Customers keep adding Veeva services over time, and the data involved, from clinical research to commercial pipelines, is sensitive enough that security is built in rather than bolted on.

AI raises the stakes. Modeling work that once took hours or days can now run in seconds, and research teams across biotech and pharma need a platform to manage that faster process end-to-end.

The stock has rebounded, yet Carmasino still reads the chart as sitting at a turning point with room to run.

Sticky Customers and Confirmed Momentum Drive the Software ReboundSalesforce and Veeva Systems own the records their customers can't live without. CrowdStrike and Palo Alto Networks protect the doors AI keeps opening. Different businesses, same advantage: demand that doesn't evaporate when a new model launches.

This setup doesn't depend on calling the exact bottom or picking which AI lab wins. It does depend on customer retention holding, AI features showing up in results, and price action continuing to confirm what the indicators say.

The upside is that the AI buildout could keep handing these incumbents better tools at someone else's expense, with switching costs protecting the gains.

The risk is that several of these names have already run, and momentum stocks can give back gains quickly if earnings disappoint or the market's AI mood swings again.

Stay focused on renewals and money flow, because that's what moves software stocks from relief rally to real leadership.

Chaikin Analytics has mapped where it believes AI and supercomputing are headed next. Get Chaikin Analytics' American Atlas roadmap of the next phase of AI.

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Eli Lilly and Company, Pfizer, Sanofi, UCB, and more share learnings speeding drug development, connecting trials, and modernizing quality and manufacturing

, /PRNewswire/ -- At Veeva R&D and Quality Summit on October 20-21 in Boston, Veeva Systems (NYSE: VEEV) will bring together leading biopharmas, emerging biotechs, CROs, and sites — including Duke University, Eli Lilly and Company, Pfizer, Sanofi, Tolmar, UCB, and the University of Pennsylvania — to explain how they are driving new ways of working across drug development and quality.

Veeva will share its vision to power agentic biopharma for the industry with deep AI for clinical, regulatory, safety, and quality operations. New highlighted innovations include Veeva Falcon agentic labor, Vault AI agentic platform and agents, and new capabilities in Veeva Development Cloud and Veeva Quality Cloud applications.

More than 100 sessions will feature roadmaps, product highlights, and customer success, including:

Driving AI and automation for productivity and speed

Eli Lilly and Company rolling out AI to improve productivity, accelerate submissions, and prepare the workforce of the future UCB unifying safety for automated case processing, full signal to source traceability, and a data foundation for AI Delivering connected trials for patients, sites, sponsors, and CROs

Duke University and another leading cancer center discussing scalable site-centric eSource strategies with direct data from EHR to EDC Sanofi building a connected, patient-first clinical ecosystem for a better trial experience Modernizing quality and manufacturing to remove silos and create efficiencies

Pfizer piloting cloud LIMS to speed global delivery of medicines and set the path for AI Tolmar creating an integrated learning system for GxP compliance and professional development More than 2,500 attendees come together to connect with industry peers at the Veeva R&D and Quality Summit. The event is open exclusively to life sciences professionals, who can register and stay up to date on the agenda at veeva.com/Summit.

About Veeva Systems
Veeva delivers the industry cloud for life sciences with applications, agents, data, and consulting. Committed to innovation, product excellence, and customer success, Veeva serves more than 1,500 customers, ranging from the world's largest pharmaceutical companies to emerging biotechs. As a Public Benefit Corporation, Veeva is committed to balancing the interests of all stakeholders, including customers, employees, shareholders, and the industries it serves. For more information, visit veeva.com.

Veeva Forward-Looking Statements
This release contains forward-looking statements regarding Veeva's products and services and the expected results or benefits from use of our products and services. These statements are based on our current expectations. Actual results could differ materially from those provided in this release and we have no obligation to update such statements. There are numerous risks that have the potential to negatively impact our results, including the risks and uncertainties disclosed in our filing on Form 10-Q for the fiscal year ended July 31, 2026, which you can find here (a summary of risks which may impact our business can be found on pages 33 and 34), and in our subsequent SEC filings, which you can access at sec.gov.

Contact:

Deivis Mercado
Veeva Systems
925-226-8821
[email protected]

SOURCE Veeva Systems

More than 175 biotechs use pre-configured applications to streamline operations

, /PRNewswire/ -- Veeva Systems (NYSE: VEEV) today announced that more than 175 emerging biotechs are establishing a technology foundation with Veeva Basics. Biotechs are launching pre-configured and pre-validated Veeva Basics applications in weeks, adding systems that can scale as they move from startup to commercialization. Veeva Basics delivers unified, end-to-end applications for clinical, regulatory, quality, medical, and commercial, enabling high-growth companies to speed innovation while saving time, effort, and cost.

"As a growing company with under 40 employees, we're focused on developing science fast to deliver antibody-drug conjugates (ADCs) that target difficult-to-treat cancers," said Bryan Ball, chief technology operations officer at Whitehawk Therapeutics. "Our partnership with Veeva helped us replace paper processes with industry-leading solutions without an IT team or complex customizations. Veeva Basics redefined how we operate, significantly improving processes across regulatory and quality for greater speed and compliance."

Biotechs are leveraging Veeva Basics to drive new ways of working, including shifting regulatory publishing strategies from outsourced to insourced. Veeva Submissions Publishing Basics provides a modern application for submission building and health authority interactions that equips regulatory teams to bring publishing in-house. For biotechs preparing to publish their first submissions to the FDA, Veeva Basics enables them to hit critical regulatory milestones with improved visibility and control across the entire regulatory lifecycle.

"Insourcing our submission publishing through Veeva Basics gave us sharper quality control and significantly faster regulatory timelines," said Darryl Clarke, global head, regulatory operations at Structure Therapeutics. "We have modern applications with global support to execute quickly now, and the flexibility to scale in the future."

"Biotechs are responsible for so much of the innovation shaping the industry and they need technology that reflects the pace that they operate in," said Jim Thai, vice president, Veeva Basics. "It's been a privilege to work with industry pioneers and build this community of Veeva Basics customers advancing drug development."

Built on the proven Vault Platform, Veeva Basics applications help customers to scale their technology infrastructure seamlessly as they grow. For more on Veeva Basics, visit veevabasics.com, or register for Veeva R&D and Quality Summit, Oct. 20-21 in Boston. The event is open exclusively to life sciences industry professionals.

About Veeva Systems
Veeva delivers the industry cloud for life sciences with applications, agents, data, and consulting. Committed to innovation, product excellence, and customer success, Veeva serves more than 1,500 customers, ranging from the world's largest pharmaceutical companies to emerging biotechs. As a Public Benefit Corporation, Veeva is committed to balancing the interests of all stakeholders, including customers, employees, shareholders, and the industries it serves. For more information, visit veeva.com.

Veeva Forward-Looking Statements
This release contains forward-looking statements regarding Veeva's products and services and the expected results or benefits from use of our products and services. These statements are based on our current expectations. Actual results could differ materially from those provided in this release and we have no obligation to update such statements. There are numerous risks that have the potential to negatively impact our results, including the risks and uncertainties disclosed in our filing on Form 10-Q for the fiscal year ended July 31, 2026, which you can find here (a summary of risks which may impact our business can be found on pages 33 and 34), and in our subsequent SEC filings, which you can access at sec.gov.

SOURCE Veeva Systems

Rockland Trust Co. lowered its position in Veeva Systems Inc. (NYSE:VEEV – Free Report) by 2.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 169,806 shares of the technology company’s stock after selling 3,954 shares during the quarter. Veeva Systems makes up about 1.9% of Rockland Trust Co.’s investment portfolio, making the stock its 12th largest holding. Rockland Trust Co. owned 0.10% of Veeva Systems worth $48,471,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. MassMutual Private Wealth & Trust FSB increased its position in Veeva Systems by 63.1% during the third quarter. MassMutual Private Wealth & Trust FSB now owns 938 shares of the technology company’s stock worth $268,000 after buying an additional 363 shares during the last quarter. CX Institutional lifted its position in shares of Veeva Systems by 72.3% in the third quarter. CX Institutional now owns 2,254 shares of the technology company’s stock valued at $643,000 after buying an additional 946 shares during the last quarter. Versant Capital Management Inc lifted its position in shares of Veeva Systems by 57.5% in the third quarter. Versant Capital Management Inc now owns 690 shares of the technology company’s stock valued at $197,000 after buying an additional 252 shares during the last quarter. Burkett Financial Services LLC bought a new position in shares of Veeva Systems during the 3rd quarter worth approximately $27,000. Finally, QRG Capital Management Inc. increased its holdings in shares of Veeva Systems by 8.6% during the 2nd quarter. QRG Capital Management Inc. now owns 16,280 shares of the technology company’s stock worth $2,889,000 after acquiring an additional 1,284 shares during the last quarter. 88.20% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets In related news, insider Thomas D. Schwenger sold 36,000 shares of the company’s stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $250.23, for a total transaction of $9,008,280.00. Following the completion of the sale, the insider owned 19,449 shares of the company’s stock, valued at $4,866,723.27. This represents a 64.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Priscilla Hung sold 750 shares of the stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $261.04, for a total transaction of $195,780.00. Following the sale, the director owned 3,242 shares in the company, valued at $846,291.68. The trade was a 18.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 46,750 shares of company stock worth $12,017,360 in the last 90 days. 10.60% of the stock is owned by company insiders.

Veeva Systems Stock Performance Shares of NYSE VEEV traded up $3.71 during midday trading on Monday, reaching $277.04. The company’s stock had a trading volume of 441,643 shares, compared to its average volume of 2,357,317. The company has a market cap of $44.85 billion, a P/E ratio of 45.56, a P/E/G ratio of 1.17 and a beta of 0.93. The business’s 50 day moving average price is $252.60 and its two-hundred day moving average price is $200.16. Veeva Systems Inc. has a fifty-two week low of $148.05 and a fifty-two week high of $310.50. Veeva Systems (NYSE:VEEV – Get Free Report) last posted its quarterly earnings data on Wednesday, August 26th. The technology company reported $2.35 EPS for the quarter, topping analysts’ consensus estimates of $2.23 by $0.12. The firm had revenue of $927.96 million for the quarter, compared to analyst estimates of $905.38 million. Veeva Systems had a return on equity of 14.25% and a net margin of 29.34%.The company’s revenue was up 17.6% on a year-over-year basis. During the same quarter last year, the company earned $1.99 EPS. Veeva Systems has set its FY 2027 guidance at 9.210-9.210 EPS and its Q3 2027 guidance at 2.330-2.340 EPS. Sell-side analysts forecast that Veeva Systems Inc. will post 6.7 earnings per share for the current fiscal year.

Analyst Ratings Changes A number of research firms recently weighed in on VEEV. Jefferies Financial Group restated a “buy” rating and issued a $295.00 price target on shares of Veeva Systems in a research note on Thursday, August 27th. Canaccord Genuity Group upped their price objective on shares of Veeva Systems from $220.00 to $260.00 and gave the company a “hold” rating in a report on Thursday, August 27th. Wells Fargo & Company reissued an “overweight” rating and issued a $330.00 price objective on shares of Veeva Systems in a research report on Tuesday, September 8th. Mizuho raised their target price on shares of Veeva Systems from $270.00 to $280.00 and gave the stock an “outperform” rating in a research note on Thursday, August 27th. Finally, TD Cowen lifted their target price on shares of Veeva Systems from $235.00 to $283.00 and gave the stock a “buy” rating in a report on Monday, August 24th. Nineteen investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $284.88.

View Our Latest Research Report on VEEV

Veeva Systems Profile (Free Report)

Veeva Systems Inc is a cloud software company that provides applications and services for the life sciences industry. Its customers include pharmaceutical, biotechnology, medical device and other organizations involved in developing, manufacturing and commercializing regulated products.

The company’s product portfolio includes the Veeva Vault platform, which supports areas such as clinical operations, regulatory affairs, quality management, safety and medical communications. Veeva also offers commercial and customer relationship management applications, data and analytics products, and services designed to help life sciences companies manage relationships with healthcare professionals, oversee content and improve operational efficiency.

Founded in 2007, Veeva serves customers globally and has expanded its offerings from commercial software into research, development, manufacturing and quality processes.

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Veeva Systems (VEEV - Free Report) closed at $273.25 in the latest trading session, marking a -3.08% move from the prior day. The stock's change was less than the S&P 500's daily gain of 0.73%. On the other hand, the Dow registered a gain of 0.49%, and the technology-centric Nasdaq increased by 1.19%.

The stock of provider of cloud-based software services for the life sciences industry has fallen by 0.86% in the past month, leading the Medical sector's loss of 3.74% and undershooting the S&P 500's gain of 0.55%.

Market participants will be closely following the financial results of Veeva Systems in its upcoming release. The company's upcoming EPS is projected at $2.33, signifying a 14.22% increase compared to the same quarter of the previous year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $933.79 million, up 15.11% from the year-ago period.

For the full year, the Zacks Consensus Estimates are projecting earnings of $9.22 per share and revenue of $3.69 billion, which would represent changes of +13.83% and +15.35%, respectively, from the prior year.

Investors might also notice recent changes to analyst estimates for Veeva Systems. Recent revisions tend to reflect the latest near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. As of now, Veeva Systems holds a Zacks Rank of #3 (Hold).

Digging into valuation, Veeva Systems currently has a Forward P/E ratio of 30.58. This represents a discount compared to its industry average Forward P/E of 31.16.

Also, we should mention that VEEV has a PEG ratio of 0.87. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Medical Info Systems was holding an average PEG ratio of 3.11 at yesterday's closing price.

The Medical Info Systems industry is part of the Medical sector. This group has a Zacks Industry Rank of 87, putting it in the top 36% of all 250+ industries.

The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.

Veeva Systems (VEEV - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Shares of this provider of cloud-based software services for the life sciences industry have returned +1.7% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Medical Info Systems industry, to which Veeva belongs, has gained 7.4% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, Veeva is expected to post earnings of $2.33 per share, indicating a change of +14.2% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $9.22 points to a change of +13.8% from the prior year. Over the last 30 days, this estimate has remained unchanged.

For the next fiscal year, the consensus earnings estimate of $10.16 indicates a change of +10.2% from what Veeva is expected to report a year ago. Over the past month, the estimate has remained unchanged.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Veeva is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of Veeva, the consensus sales estimate of $933.79 million for the current quarter points to a year-over-year change of +15.1%. The $3.69 billion and $4.13 billion estimates for the current and next fiscal years indicate changes of +15.3% and +12%, respectively.

Last Reported Results and Surprise HistoryVeeva reported revenues of $927.96 million in the last reported quarter, representing a year-over-year change of +17.6%. EPS of $2.35 for the same period compares with $1.99 a year ago.

Compared to the Zacks Consensus Estimate of $904.07 million, the reported revenues represent a surprise of +2.64%. The EPS surprise was +5.86%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Veeva is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Veeva. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Shares of Veeva Systems Inc. (NYSE:VEEV – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the twenty-eight research firms that are covering the company, MarketBeat Ratings reports. One research analyst has rated the stock with a sell rating, eight have issued a hold rating and nineteen have given a buy rating to the company. The average 1-year price target among brokers that have updated their coverage on the stock in the last year is $284.88.

A number of research firms recently weighed in on VEEV. BTIG Research reaffirmed a “buy” rating and set a $340.00 target price on shares of Veeva Systems in a report on Thursday, June 4th. Robert W. Baird raised their price target on shares of Veeva Systems from $260.00 to $300.00 and gave the company an “outperform” rating in a report on Thursday, August 27th. Royal Bank Of Canada boosted their price target on shares of Veeva Systems from $275.00 to $325.00 and gave the company an “outperform” rating in a research report on Thursday, August 27th. Oppenheimer upped their price target on shares of Veeva Systems from $225.00 to $300.00 and gave the stock an “outperform” rating in a report on Monday, August 17th. Finally, Morgan Stanley upped their price target on shares of Veeva Systems from $215.00 to $275.00 and gave the stock an “equal weight” rating in a report on Thursday, August 27th.

View Our Latest Analysis on Veeva Systems

Insider Activity In related news, insider Thomas Schwenger sold 36,000 shares of the business’s stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $250.23, for a total transaction of $9,008,280.00. Following the completion of the transaction, the insider directly owned 19,449 shares in the company, valued at $4,866,723.27. The trade was a 64.92% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Priscilla Hung sold 750 shares of the company’s stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $261.04, for a total value of $195,780.00. Following the completion of the transaction, the director owned 3,242 shares in the company, valued at $846,291.68. This represents a 18.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 46,750 shares of company stock valued at $12,017,360. 10.60% of the stock is owned by company insiders. Institutional Investors Weigh In On Veeva Systems Institutional investors and hedge funds have recently bought and sold shares of the stock. SHP Wealth Management bought a new position in shares of Veeva Systems in the 4th quarter worth $26,000. Compass Financial Management LLC bought a new stake in shares of Veeva Systems during the 2nd quarter worth $27,000. Arlington Trust Co LLC purchased a new position in Veeva Systems in the second quarter worth $29,000. Field & Main Bank purchased a new position in Veeva Systems in the second quarter worth $29,000. Finally, MV Capital Management Inc. bought a new position in Veeva Systems in the fourth quarter valued at $30,000. 88.20% of the stock is owned by hedge funds and other institutional investors.

Veeva Systems Stock Performance Shares of VEEV opened at $278.49 on Wednesday. Veeva Systems has a 52-week low of $148.05 and a 52-week high of $310.50. The stock’s 50-day simple moving average is $246.78 and its 200 day simple moving average is $198.08. The stock has a market capitalization of $45.09 billion, a price-to-earnings ratio of 45.80, a price-to-earnings-growth ratio of 1.19 and a beta of 0.97.

Veeva Systems (NYSE:VEEV – Get Free Report) last posted its earnings results on Wednesday, August 26th. The technology company reported $2.35 earnings per share for the quarter, beating analysts’ consensus estimates of $2.23 by $0.12. Veeva Systems had a return on equity of 14.25% and a net margin of 29.34%.The business had revenue of $927.96 million during the quarter, compared to analyst estimates of $905.38 million. During the same quarter in the previous year, the firm earned $1.99 EPS. The company’s quarterly revenue was up 17.6% compared to the same quarter last year. Veeva Systems has set its FY 2027 guidance at 9.210-9.210 EPS and its Q3 2027 guidance at 2.330-2.340 EPS. On average, research analysts forecast that Veeva Systems will post 6.7 earnings per share for the current fiscal year.

About Veeva Systems (Get Free Report)

Veeva Systems Inc is a cloud software company that provides applications and services for the life sciences industry. Its customers include pharmaceutical, biotechnology, medical device and other organizations involved in developing, manufacturing and commercializing regulated products.

The company’s product portfolio includes the Veeva Vault platform, which supports areas such as clinical operations, regulatory affairs, quality management, safety and medical communications. Veeva also offers commercial and customer relationship management applications, data and analytics products, and services designed to help life sciences companies manage relationships with healthcare professionals, oversee content and improve operational efficiency.

Founded in 2007, Veeva serves customers globally and has expanded its offerings from commercial software into research, development, manufacturing and quality processes.

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Veeva Systems (VEEV - Free Report) closed the most recent trading day at $280.68, moving +2.12% from the previous trading session. The stock exceeded the S&P 500, which registered a gain of 0.51% for the day. At the same time, the Dow added 0.93%, and the tech-heavy Nasdaq gained 0.48%.

Coming into today, shares of the provider of cloud-based software services for the life sciences industry had lost 2.58% in the past month. In that same time, the Medical sector lost 3.38%, while the S&P 500 gained 0.74%.

Market participants will be closely following the financial results of Veeva Systems in its upcoming release. It is anticipated that the company will report an EPS of $2.33, marking a 14.22% rise compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $933.79 million, up 15.11% from the year-ago period.

For the full year, the Zacks Consensus Estimates project earnings of $9.22 per share and a revenue of $3.69 billion, demonstrating changes of +13.83% and +15.35%, respectively, from the preceding year.

Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Veeva Systems. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.78% higher. Veeva Systems is currently a Zacks Rank #3 (Hold).

Looking at valuation, Veeva Systems is presently trading at a Forward P/E ratio of 29.81. This indicates no noticeable deviation in contrast to its industry's Forward P/E of 29.81.

We can additionally observe that VEEV currently boasts a PEG ratio of 0.85. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Medical Info Systems industry currently had an average PEG ratio of 3.03 as of yesterday's close.

The Medical Info Systems industry is part of the Medical sector. This group has a Zacks Industry Rank of 84, putting it in the top 35% of all 250+ industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.

Key Takeaways Veeva's Study Builder Agent configures studies from protocols using existing standards and CDISC USDM.The AI agent automates EDC forms, study visits, edit checks, testing and DQS listings.Veeva plans early adopter availability in December 2026 with no additional EDC license. Veeva Systems (VEEV - Free Report) recently introduced Veeva Study Builder Agent, a new AI-powered solution designed to accelerate clinical study configuration within its Clinical Data platform. The launch reinforces Veeva's push to embed AI across its life sciences software suite while helping customers streamline study setup using standardized workflows.

The announcement strengthens Veeva's broader strategy of deepening the value of its Clinical Data ecosystem rather than launching a standalone paid product. By making the agent part of its electronic data capture (EDC) offering with no additional license, Veeva aims to drive adoption, improve customer efficiency and further differentiate its platform. This could support long-term customer retention and reinforce its competitive position in the clinical trial technology market.

Likely Trend of VEEV Stock Following the NewsFollowing the announcement, shares of VEEV traded flat in yesterday’s trading. Year to date, shares of the company have gained 23.1% compared with the industry’s 14.5% growth. However, the S&P 500 has risen 12% in the same timeframe.

The launch of Study Builder Agent is likely to strengthen Veeva's long-term growth by making its Clinical Data platform more valuable and harder for customers to replace. By enabling sponsors to configure studies much faster using their existing standards and the CDISC Unified Study Definitions Model (USDM), the AI agent can reduce manual effort, improve consistency and shorten study startup timelines.

Study Builder Agent is embedded within Veeva EDC and Data Quality System (DQS) rather than offered as a separate product. It is positioned to drive broader platform adoption, reinforce customer retention and expand the strategic importance of Veeva's connected clinical ecosystem, supporting durable revenue growth over time.

VEEV currently has a market capitalization of $43.84 billion.

Image Source: Zacks Investment Research

More on the NewsVeeva's newly launched Study Builder Agent extends the company's push to embed AI into clinical trial operations by enabling sponsors to configure studies directly from a study protocol. The AI agent leverages an organization's existing standards together with the CDISC USDM, allowing study builds to become faster, more consistent and more deterministic while reducing reliance on manual configuration.

The solution automatically configures key study components, including EDC forms, study visits and edit check rules, while also generating CQL-based listings for Veeva's DQS. Beyond study setup, the agent automates testing and generates test data, helping organizations validate builds more efficiently and produce audit-ready outputs with minimal deviation from established standards.

Veeva plans to make Study Builder Agent available to early adopters in December 2026 as a built-in capability within Veeva EDC, requiring no additional license. Delivered as a Claude Cowork plugin through a Veeva-managed GitHub repository, the launch reflects the company's strategy of embedding AI into existing workflows rather than introducing a separate standalone product.

A Closer Look at Veeva EDC and DQSVeeva EDC

Veeva EDC is the company's electronic data capture platform designed to collect, manage and validate clinical trial data across the study lifecycle. The platform enables sponsors and contract research organizations to build electronic case report forms, manage patient visits and apply edit checks that improve data accuracy during trials. Study Builder Agent enhances this workflow by automatically configuring these core study elements from a protocol, allowing customers to accelerate study startup while maintaining consistency with existing organizational standards and industry frameworks such as CDISC USDM.

Veeva DQS

Veeva DQS complements EDC by helping clinical teams identify, review and resolve data quality issues throughout a trial. The platform uses CQL-based listings and automated quality checks to detect inconsistencies, enabling sponsors to review cleaner and more reliable data before regulatory submissions. Study Builder Agent now automates the creation of these DQS listings alongside testing and test-data generation, strengthening Veeva's connected Clinical Data ecosystem by reducing manual work and supporting faster, audit-ready study builds

Industry Prospects Favoring the MarketPer a report by Grand View Research, the global healthcare CRM market size was valued at $21.5 billion in 2025 and is projected to grow from $23.3 billion in 2026 to $35.7 billion by 2033, at a CAGR of 6.2% from 2026 to 2033.

The rising demand for structured data and automation in healthcare organizations is expected to drive market growth.  

Other NewsRecently, Veeva expanded its AI strategy with the launch of Falcon Router, a new agentic solution designed to help biopharma companies streamline the intake and routing of safety, quality and medical cases across reporting channels. The offering, scheduled for early adopter availability in January 2027, adds to Veeva's growing Falcon Agent Suite aimed at automating industry-specific workflows.

VEEV’s Zacks Rank & Key PicksCurrently, VEEV has a Zacks Rank #3 (Hold).

Some better-ranked stocks from the broader medical space are Globus Medical (GMED - Free Report) , Veracyte (VCYT - Free Report) and West Pharmaceutical (WST - Free Report) .

Globus Medical, currently carrying a Zacks Rank #2 (Buy), reported a second-quarter 2026 adjusted earnings per share (EPS) of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.

Veracyte, currently flaunting a Zacks Rank #1, reported a second-quarter 2026 adjusted EPS of 54 cents, which surpassed the Zacks Consensus Estimate by 25.6%. Revenues of $150.3 million beat the Zacks Consensus Estimate by 4.1%.

VCYT has an estimated earnings growth rate of 8.4% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 41.8%.

West Pharmaceutical, carrying a Zacks Rank #2 at present, reported second-quarter 2026 adjusted EPS of $2.37, which beat the Zacks Consensus Estimate by 13.9%. Revenues of $872.3 million surpassed the Zacks Consensus Estimate by 4.2%.

WST has an estimated long-term earnings growth rate of 16%. WST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 17.4%.

Standards-first agent delivers faster and more consistent EDC and DQS builds

, /PRNewswire/ -- Veeva Systems (NYSE: VEEV) today announced Veeva Study Builder Agent, a new AI solution that configures Veeva EDC and Veeva DQS (Data Quality System) directly from a study protocol. By reusing an organization's existing standards and leveraging the CDISC Unified Study Definitions Model (USDM), the agent ensures faster, more deterministic study builds.

Study Builder Agent configures EDC forms, visits, and edit check rules, as well as CQL-based listings in DQS. It also automates testing, including the generation of test data. Because the agent builds from the organization's existing standards and follows a coordinated process, the results minimize deviation from standards and are audit-ready by design.

"Veeva Study Builder Agent will make it much faster to build high-quality studies," said Drew Garty, chief technology officer, Veeva Clinical Data. "We're committed to innovations that simplify, standardize, and connect clinical trials, and Study Builder Agent is a significant step toward achieving that vision."

Planned for early adopter availability in December 2026, Veeva Study Builder Agent is part of EDC and requires no additional license. It is delivered as a Claude Cowork plugin and installed from a Veeva-managed GitHub repository. Learn more about Veeva Clinical Data solutions, including EDC, DQS, and eCOA, at Veeva R&D and Quality Summit in Boston October 20-21. The event is open exclusively to life sciences industry professionals.

About Veeva Systems
Veeva delivers the industry cloud for life sciences with applications, agents, data, and consulting. Committed to innovation, product excellence, and customer success, Veeva serves more than 1,500 customers, ranging from the world's largest pharmaceutical companies to emerging biotechs. As a Public Benefit Corporation, Veeva is committed to balancing the interests of all stakeholders, including customers, employees, shareholders, and the industries it serves. For more information, visit veeva.com.

Veeva Forward-Looking Statements
This release contains forward-looking statements regarding Veeva's products and services and the expected results or benefits from use of our products and services. These statements are based on our current expectations. Actual results could differ materially from those provided in this release and we have no obligation to update such statements. There are numerous risks that have the potential to negatively impact our results, including the risks and uncertainties disclosed in our filing on Form 10-Q for the fiscal year ended July 31, 2026, which you can find here (a summary of risks which may impact our business can be found on pages 33 and 34), and in our subsequent SEC filings, which you can access at sec.gov.

Contact:

Deivis Mercado
Veeva Systems
925-226-8821
[email protected]

SOURCE Veeva Systems

23.9.2026 17:34

Index Dow Jones -0,34 % na 51686,38 b. S&P 500 -0,51 % na 7725,14 b. Nasdaq Composite -0,91 % na 26995,47 b.

Ve středeční seanci americké indexy korigují předchozí růst a to v situaci, kdy trhu chybí zatím výraznější impulzy. Investoři v průběhu tohoto týdne vstřebávali zprávy o novém agentovi s umělou inteligencí od společnosti Meta Platforms a zároveň sledovali případná jednání mezi USA a Íránem na okraj Valného shromáždění OSN. Velká část pozornosti trhů se však přesunula od Blízkého východu zpět k umělé inteligenci (AI), konkrétně k prudce rostoucí poptávce spotřebitelů po novém AI agentovi společnosti Meta Platforms s názvem Muse. Rychlý nárůst počtu stažení této aplikace podnítil prudký růst akcií firem vyrábějících čipy, na nichž tato technologie stojí, a zároveň posunul index Nasdaq Composite na nová rekordní maxima. Příchod Muse však také znovu oživil obavy z počátku roku 2026 ohledně možného narušení odvětví finančních služeb. Muse navázala spolupráci se společnostmi, jako jsou PayPal a fintechová platforma Plaid, s cílem posílit svou přítomnost v oblastech, jako jsou platby a finanční plánování. Pozornost investorů se bude směrovat na čtvrtek, kdy americký prezident Trump se setká s čínským prezidentem  Si Ťin-pchingem, kde umělá inteligence bude jedním z mnoha témat, která má Trump v plánu probrat se Si Ťin-pchingem během státní návštěvy čínského prezidenta ve Washingtonu, jež se uskuteční tento týden. Zůstává však nejisté, zda bude některý z lídrů ochoten ustoupit v otázce AI – technologie, v jejímž využívání spolu USA a Čína soupeří. Dalším klíčovým tématem bude obchod. Podle deníku The Wall Street Journal chce Bílý dům znovu potvrdit závazek Pekingu dodržovat příměří v celní válce, na němž se obě strany dohodly během Trumpovy návštěvy u Si Ťin-pchinga v Pekingu začátkem tohoto roku. Tato dohoda, jejíž platnost vyprší v listopadu, zabránila obnovení vzájemné obchodní války mezi dvěma největšími ekonomikami světa.

V centru zájmu investorů je také ropa a podle dnešního reportu EIA zásoby surové ropy ke dni 16.9. vzrostly o 2,969 mil. barelů, když trh předpokládal naopak pokles o 0,690 mil. barelů. Po předchozí korekci a ústupu ceny WTI z úrovně nad 100 USD/barel lehká ropa WTI posiluje o více než 1,6% a dostává se k úrovni 91,9 USD/barel. Tato situace je dnes příznivě nakloněna akciím v těžebním sektoru černého zlata a tak akcie těžebního obra Exxon Mobil ( XOM )se posouvají výš o cca 1,8% a také akcie Marathonu Petroleum ( MPC ) jsou na tom podobně se ziskem cca 1,7%. Velmi dobře si dnes vedou také akcie brazilského těžaře Petrobrasu ( PBR ), jež se posunují výš o více než 2,8% a také akcie britské skupiny BP  ( BP ) posilují o více než 2,9% a též akcie Occidentalu Petroleum ( OXY ) na své tržní ceně přidávají cca 1,8%. Za zmínku stojí také akcie amerického výrobce a dodavatele těžní techniky Chevronu ( CVX ), kde akcie rostou o více než 1,6% a také akcie jeho amerického konkurenta Halliburtonu ( HAL ) obchodují se ziskem 0,5% a též akcie francouzského Schlumbergeru ( SLB ) přidávají na tržní ceně více než 0,5%.

Za zmínku stojí potravinářská společnost General Mills ( GIS ), která reportovala výsledky hospodaření za rok 2027 a to za první kvartál fiskálního roku 2027, který skončil 30. srpna 2026. Tržby i očištěný zisk na akcii za kvartál nepatrně překonaly odhady analytiků, přičemž organické tržby zůstaly meziročně beze změny při očekávání poklesu o 1,79 %. Společnost zároveň potvrdila celoroční výhled pro fiskální rok 2027. Bohužel provozní zisk ve výši 634 mil. USD klesl meziročně o 63 %, a to především kvůli zisku ve výši 1 mld. USD z odprodeje jogurtového byznysu před rokem. Očištěný provozní zisk dosáhl 634 mil. USD a při konstantních měnových kurzech se snížil o 11 %. Očištěná provozní marže klesla o 130 bazických bodů na 14,4 %. Společnost potvrdila celoroční výhled pro fiskální rok 2027, ale někteří investoři čekali zřejmě více a tak akcie General Mills ( GIS ) dnes ztrácí na tržní ceně -2%.

Dnes se nedaří žlutému kovu, který ztrácí cca -1,5% a zlato se tak dostává k úrovni 4 316 USD/Troy. unci. Zlatu dnes nepomáhá dolar, který na páru s eurem přidává cca 0,5% tj. 1,1396 USD/EUR. Tato situace příliš nevyhovuje akciím v těžebním sektoru zlata a tak akcie největšího kanadského těžaře Barrick Mining ( B ) oslabují o více než -3,2% a také akcie jeho amerického konkurenta Newmontu ( NEM ) dnes ztrácí  více než -3,7% a také akcie známého těžaře Eldorado Gold ( EGO ) si odepisují z tržní ceny -4,5%.

Z indexu S&P 500 se daří akciím amerického výrobce vakcín Moderna ( MRNA ) 3,5%, kde společnost již v pondělí oznámila, že v říjnu představí data  ke své personalizované vakcíně proti rakovině. Naopak se nedaří akciím Paychex ( PAYX )  -7,2% , poskytující mzdové a HR služby pro malé a střední firmy,  a a to po reportu výsledků za 1Q FY 2027.

Index S&P 500 -0,51 % na 7725,14 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +1,4 % Utility -1,5 % Průmysl +0,4 % Zbytná spotřeba -1,4 % Finanční sektor +0,1 % Komunikační služby -1,1 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna APA Corp (APA) +3,5 % Expedia Group (EXPE) -7,9 % Crowdstrike Holdings (CRWD) +3,3 % Paychex (PAYX) -7,2 % Veeva Systems (VEEV) +3,2 % AppLovin Corp (APP) -5,7 % Palantir Technologies (PLTR) +3,2 % Airbnb (ABNB) -5,4 % Palo Alto Networks (PANW) +3,2 % McDonald's Corp (MCD) -5,1 %
Luboš Bedrník
Fio banka, a.s.
Prohlášení

Key Takeaways Amgen selected Veeva Vault CRM for global deployment, extending a partnership of more than a decade.Veeva's Vault CRM has 180 live customers and expects to retain more than 70% CRM market share.Commercial subscription revenue rose about 13% year over year on broad-based CRM, data and Crossix strength. Veeva Systems (VEEV - Free Report) recently announced that Amgen (AMGN - Free Report) has selected its Vault CRM for a global deployment, extending a collaboration that has spanned more than a decade. The rollout is expected to support Amgen's commercial operations as it advances new therapies across worldwide markets.

The deal reinforces Veeva's strengthening commercial business, where management recently highlighted the best CRM quarter ever and continued enterprise adoption of Vault CRM during its latest earnings call. The Amgen win also adds momentum to Veeva's strategy of deepening relationships with large biopharma customers, an important driver of long-term subscription growth.

Likely Trend of VEEV Stock Following the NewsFollowing the announcement, shares of VEEV traded flat in yesterday’s trading. Year to date, shares of the company have gained 16.8% compared with the industry’s 13.5% growth. However, the S&P 500 has risen 11.4% in the same timeframe.

Amgen's global adoption of Vault CRM strengthens Veeva's long-term commercial growth strategy by reinforcing its position as the preferred CRM partner for large biopharma companies. The win comes as management recently highlighted its strongest-ever CRM quarter, more than 180 live Vault CRM customers and growing confidence in retaining more than 70% market share in the CRM space.

Beyond expanding recurring subscription revenue, the deployment could create additional cross-sell opportunities across Veeva's broader commercial suite as global customers increasingly seek integrated, AI-enabled platforms for commercial operations.

VEEV currently has a market capitalization of $42.13 billion.

Image Source: Zacks Investment Research

More on the NewsAmgen's decision to standardize on Veeva Vault CRM globally marks another major enterprise validation for the company's next-generation commercial platform, extending a partnership that has lasted for more than a decade. Amgen said that the migration will help accelerate the delivery of new therapies worldwide with greater speed and agility, while Veeva noted that the platform will serve as the commercial foundation for launching innovative medicines across global markets.

The latest deployment further demonstrates how leading pharmaceutical and biotechnology companies are increasingly turning to Vault CRM as they modernize commercial operations on a unified, life sciences-focused platform.

Vault CRM's expanding adoption is being driven by its AI-enabled commercial capabilities that help life sciences companies improve engagement with healthcare professionals. As part of the broader Vault CRM Suite, the platform supports an agentic commercial model that combines commercial workflows with AI-powered capabilities such as Agentic Call Report, which generates commercial evidence and helps uncover previously hidden treatment barriers.

These features enable field teams to streamline customer interactions while providing commercial organizations with deeper insights, making the platform increasingly attractive for large pharmaceutical and biotech companies seeking integrated commercial solutions instead of fragmented legacy systems.

The Amgen win also aligns with the strong commercial momentum highlighted during Veeva's latest earnings call. Management described fiscal second-quarter 2027 as its best CRM quarter ever, with commercial subscription revenue growing about 13% year over year on broad-based strength across CRM, content, data and Crossix.

Veeva also emphasized that Vault CRM now has more than 180 live customers, including large enterprise deployments, while management reiterated confidence in maintaining more than 70% market share in life sciences CRM as customers increasingly prioritize proven, AI-enabled commercial platforms.

Industry Prospects Favoring the MarketPer a report by Grand View Research, the global healthcare CRM market size was valued at $21.5 billion in 2025 and is projected to grow from $23.3 billion in 2026 to $35.7 billion by 2033, at a CAGR of 6.2% from 2026 to 2033.

The rising demand for structured data and automation in healthcare organizations is expected to drive market growth.  

Other NewsRecently, Veeva exited the second quarter of fiscal 2027 with better-than-expected results, wherein both earnings and revenues beat the Zacks Consensus Estimate. The company also raised its fiscal 2027 outlook. Strong execution across Commercial Solutions and R&D and Quality Solutions, along with continued momentum in newer growth areas, remained encouraging.

VEEV’s Zacks Rank & Key PicksCurrently, VEEV has a Zacks Rank #3 (Hold).

Some better-ranked stocks from the broader medical space are Globus Medical (GMED - Free Report) and Veracyte (VCYT - Free Report) .

Globus Medical, currently carrying a Zacks Rank #2 (Buy), reported a second-quarter 2026 adjusted earnings per share (EPS) of $1.34, which surpassed the Zacks Consensus Estimate by 19.6%. Revenues of $789.6 million beat the Zacks Consensus Estimate by 0.4%. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

GMED has an estimated long-term earnings growth rate of 12.4%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 27.9%.

Veracyte, currently flaunting a Zacks Rank #1, reported a second-quarter 2026 adjusted EPS of 54 cents, which surpassed the Zacks Consensus Estimate by 25.6%. Revenues of $150.3 million beat the Zacks Consensus Estimate by 4.1%.

VCYT has an estimated earnings growth rate of 8.4% for 2026. The company’s earnings beat estimates in each of the trailing four quarters, with the average surprise being 41.8%.

, /PRNewswire/ -- Veeva Systems (NYSE: VEEV) today announced Veeva Falcon Router, an industry-specific agent to identify and route potential safety adverse event reports, product quality complaints, and medical inquiries to the correct teams with speed and consistency.

Falcon Router will orchestrate triage and routing actions for biopharmas of all sizes, without the need for manual reconciliation. The initial focus will be on email and web intake, including Veeva Ostro. Falcon Router will route triaged information directly to Veeva Safety, Veeva QMS, Veeva MedInquiry, or designated inboxes.

"Every biopharma faces this routing challenge, and it grows with every new region and product they bring to market," said John Lawrie, vice president, Veeva Safety. "Fast, reliable triage is more important than ever so that experts can focus on what matters most, the patient."

Planned for early adopter availability in January 2027, Falcon Router is part of the Falcon Agent Suite, Veeva's agentic labor solutions for life sciences.

About Veeva Systems
Veeva delivers the industry cloud for life sciences with applications, agents, data, and consulting. Committed to innovation, product excellence, and customer success, Veeva serves more than 1,500 customers, ranging from the world's largest pharmaceutical companies to emerging biotechs. As a Public Benefit Corporation, Veeva is committed to balancing the interests of all stakeholders, including customers, employees, shareholders, and the industries it serves. For more information, visit veeva.com.

Veeva Forward-Looking Statements
This release contains forward-looking statements regarding Veeva's products and services and the expected results or benefits from use of our products and services. These statements are based on our current expectations. Actual results could differ materially from those provided in this release and we have no obligation to update such statements. There are numerous risks that have the potential to negatively impact our results, including the risks and uncertainties disclosed in our filing on Form 10-Q for the fiscal year ended July 31, 2026, which you can find here (a summary of risks which may impact our business can be found on pages 33 and 34), and in our subsequent SEC filings, which you can access at sec.gov.

SOURCE Veeva Systems

Veeva Systems (VEEV - Free Report) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, VEEV broke through the 20-day moving average, which suggests a short-term bullish trend.

The 20-day simple moving average is a popular investing tool. Traders like this SMA because it offers a look back at a stock's price over a shorter period and helps smooth out price fluctuations. The 20-day can also show more trend reversal signals than longer-term moving averages.

Like other SMAs, if a stock's price is moving above the 20-day, the trend is considered positive. When the price falls below the moving average, it can signal a downward trend.

Shares of VEEV have been moving higher over the past four weeks, up 11.5%. Plus, the company is currently a Zacks Rank #3 (Hold) stock, suggesting that VEEV could be poised for a continued surge.

Looking at VEEV's earnings estimate revisions, investors will be even more convinced of the bullish uptrend. There have been 10 revisions higher for the current fiscal year compared to none lower, and the consensus estimate has moved up as well.

Investors may want to watch VEEV for more gains in the near future given the company's key technical level and positive earnings estimate revisions.

Agentic CRM foundation to help accelerate the delivery of innovative medicines to patients worldwide

, /PRNewswire/ -- Veeva Systems (NYSE: VEEV) today announced that Amgen plans to deploy Veeva Vault CRM globally, building on a collaboration spanning more than a decade.  

"Moving to Vault CRM will help accelerate our efforts to bring new therapies to patients globally with greater speed and agility," said Scott Skellenger, senior vice president and chief information officer at Amgen. "Veeva's deep understanding of life sciences, its continued focus on innovation, and our long-standing collaboration will help support Amgen in achieving these important goals."

"Vault CRM will provide the agentic commercial foundation to help Amgen deliver innovative medicines for some of the world's toughest diseases to millions of patients," said Matt Farrell, president, commercial strategy at Veeva. "We look forward to supporting Amgen as it launches important new therapies worldwide."

Vault CRM is part of the Vault CRM Suite, the technology foundation for agentic commercial, transforming how the industry engages with healthcare professionals (HCPs) to accelerate launch performance and improve patient outcomes. It includes the Agentic Call Report to generate Commercial Evidence and uncover previously hidden treatment barriers.

About Veeva Systems
Veeva delivers the industry cloud for life sciences with applications, agents, data, and consulting. Committed to innovation, product excellence, and customer success, Veeva serves more than 1,500 customers, ranging from the world's largest pharmaceutical companies to emerging biotechs. As a Public Benefit Corporation, Veeva is committed to balancing the interests of all stakeholders, including customers, employees, shareholders, and the industries it serves. For more information, visit veeva.com.

Veeva Forward-Looking Statements
This release contains forward-looking statements regarding Veeva's products and services and the expected results or benefits from use of our products and services. These statements are based on our current expectations. Actual results could differ materially from those provided in this release and we have no obligation to update such statements. There are numerous risks that have the potential to negatively impact our results, including the risks and uncertainties disclosed in our filing on Form 10-Q for the fiscal year ended July 31, 2026, which you can find here (a summary of risks which may impact our business can be found on pages 33 and 34), and in our subsequent SEC filings, which you can access at sec.gov.

SOURCE Veeva Systems

Buy the Dip or Run: 3 Software Stocks Down 50% Face Their Moment of TruthVeeva Systems NYSE: VEEV is positioning artificial intelligence as an incremental growth opportunity beyond its previously stated goal of reaching $6 billion in revenue by 2030, according to executives speaking at a Wells Fargo healthcare technology event.

Paul Shawah, Veeva’s EVP of Commercial Strategy, said the company is continuing to build an industry cloud for life sciences that combines applications, data, agents and consulting across research and development and commercial operations. Its R&D offerings span clinical, quality, regulatory and safety functions, while its commercial portfolio includes CRM, content and data products.

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Down 20%+, These 3 Software Stocks Are Boosting BuybacksShawah said Veeva’s more recent focus on AI represents a “major shift” for the company. Veeva’s AI strategy includes Veeva Vault AI, which embeds AI capabilities into its existing applications, and Veeva Falcon, an agentic AI layer intended to perform work within customer workflows.

AI Seen as Incremental to 2030 Target Veeva’s $6 billion revenue target, issued about two years ago, was primarily based on its existing life-sciences enterprise applications, Shawah said. AI agents and Veeva’s expansion into horizontal markets were not major components of that outlook and are considered incremental opportunities.

Veeva Systems: Increasing NDR and Other WinsShawah said monetization will likely vary by AI offering and use case. Vault AI, which is designed to help users summarize information, make decisions and work more efficiently, will in most cases be monetized through consumption, such as token usage. Falcon, meanwhile, could be priced based on outcomes, including the number of documents processed or other business transactions. Veeva may also use enterprise license agreements for certain Falcon deployments, he said.

“Our main focus” is maturing the products and establishing their value proposition, Shawah said, adding that the appropriate licensing model should follow from customer adoption. Gunnar Hansen, Veeva’s Head of Investor Relations, said the company is initially focused on getting AI products into customers’ hands and delivering value before determining longer-term revenue models.

Executives cited regulatory communications as one potential Falcon use case. Shawah said drug regulators, including the U.S. Food and Drug Administration, may pause an approval process while seeking answers from a drugmaker. AI agents could help companies develop, translate and consistently deliver responses more quickly across geographies. Faster responses could shorten the time to approval, potentially allowing a product to reach patients and the market sooner.

Veeva has customers using its AI capabilities in core applications and commercial content workflows, Shawah said. The company also has an early lead in Falcon MLR, an agentic product used for review and approval of commercial content that originated through Veeva’s acquisition of Compli. He said Veeva recently had its first top-20 pharmaceutical company begin with a small deployment and expand its agentic call report to its U.S. field force.

Clinical Products and CRO Channel Opportunity In R&D, Shawah said Veeva’s portfolio includes both more mature offerings and newer products that are in earlier adoption stages. Established products will continue to contribute to growth because they have not reached full market adoption, he said. Newer products, including EDC, Safety, RTSM and eCOA, are earlier in their ramps.

The company also sees an opportunity in trial-by-trial sales through contract research organizations, or CROs. While much of Veeva’s existing revenue comes from enterprise license agreements with larger customers, some clinical-trial customers purchase technology on an individual-trial basis.

Shawah said CROs can serve as both Veeva customers and important channels, particularly among small and midsize life-sciences companies where CROs have substantial influence over technology decisions. However, he said adoption takes time because CROs may have large workforces familiar with legacy systems.

Some trial sponsors choose the core technology themselves. In other cases, especially among smaller companies, CROs recommend technology providers. Veeva expects more CROs over time to standardize on its products when making proposals to customers. Shawah said Veeva is beginning to see benefits from its partnership with IQVIA, one of the largest CROs. The relationship allows Veeva to build connectors between its software and IQVIA data, opening opportunities to resume selling certain products in segments where customers had standardized on IQVIA data.

CRM Momentum and Commercial Portfolio Shawah said Veeva’s CRM business recorded its best quarter ever, supported by Vault CRM decisions from companies including Lilly, Biogen and Regeneron. Veeva now has more than 180 customers live on Vault CRM, he said, and the company has improved the efficiency of its migration process.

Outside the top 20 pharmaceutical companies, Shawah said Veeva’s CRM win rate has remained above 80% this year for both existing Veeva CRM customers choosing to migrate and companies selecting CRM products for the first time. Veeva expects to retain more than 70% market share in life-sciences CRM over time, he said.

The company also recently introduced Aspen CRM as part of its expansion into horizontal markets. Shawah said Veeva aims to offer a CRM platform that is faster to deploy, less expensive and more transparent in its licensing than competing products.

Within Veeva’s broader Commercial Cloud portfolio, Shawah highlighted Crossix as a strong performer, particularly in measurement and audience products for digital engagement. He also cited continued growth opportunities in commercial content, Link data products and earlier-stage Compass patient and prescriber data offerings.

On AI profitability, Hansen said it remains early to determine Falcon’s margin profile. However, he noted that Falcon margins could become more comparable to Veeva’s subscription margins if the company can use deterministic software for portions of workflows and if token costs decline over time. Veeva expects its first Falcon customer to go live later this year and its first top-20 customer deployment in the first half of next year, Hansen said.

About Veeva Systems (NYSE:VEEV)Veeva Systems Inc is a cloud software company that provides technology solutions for the life sciences industry, including pharmaceutical, biotechnology, medical device and related organizations. Its applications are designed to support functions across the product lifecycle, from research and clinical development through regulatory approval, manufacturing, quality management and commercial operations.

The company's Veeva Vault platform includes applications for clinical data management, electronic trial management, regulatory information, quality processes, safety operations and commercial content management.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Stock to Watch: Veeva Systems (VEEV - Free Report) Veeva Systems Inc. is headquartered in Pleasanton, CA and provides industry cloud solutions for the global life sciences market. Its offerings span cloud software, data, artificial intelligence capabilities and business consulting, supporting customers from research and development through commercialization. Veeva operates as a single reportable segment and groups revenues into Commercial Solutions and R&D and Quality Solutions. 

VEEV is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Medical stock. VEEV has a Momentum Style Score of A, and shares are up 8% over the past four weeks.

10 analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.17 to $9.22 per share. VEEV also boasts an average earnings surprise of +5.7%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, VEEV should be on investors' short list.

California State Teachers Retirement System lifted its holdings in shares of Veeva Systems Inc. (NYSE:VEEV – Free Report) by 16,590.3% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 39,388,224 shares of the technology company’s stock after buying an additional 39,152,230 shares during the period. California State Teachers Retirement System owned about 24.25% of Veeva Systems worth $6,990,228,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of VEEV. Washington Trust Advisors Inc. boosted its stake in Veeva Systems by 7.5% in the second quarter. Washington Trust Advisors Inc. now owns 49,843 shares of the technology company’s stock valued at $8,846,000 after buying an additional 3,475 shares in the last quarter. Wedmont Private Capital grew its position in Veeva Systems by 14.1% in the second quarter. Wedmont Private Capital now owns 1,938 shares of the technology company’s stock valued at $368,000 after acquiring an additional 239 shares during the last quarter. Nilsine Partners LLC acquired a new position in Veeva Systems during the second quarter worth about $2,661,000. Saudi Central Bank raised its stake in Veeva Systems by 78.5% during the second quarter. Saudi Central Bank now owns 10,290 shares of the technology company’s stock worth $1,826,000 after acquiring an additional 4,526 shares in the last quarter. Finally, Angeles Wealth Management LLC bought a new position in shares of Veeva Systems in the second quarter worth about $206,000. 88.20% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In A number of equities research analysts have recently weighed in on VEEV shares. TD Cowen raised their price target on shares of Veeva Systems from $235.00 to $283.00 and gave the company a “buy” rating in a research note on Monday, August 24th. BMO Capital Markets upped their price objective on shares of Veeva Systems from $175.00 to $270.00 and gave the stock a “market perform” rating in a research report on Thursday, August 27th. Evercore reissued an “outperform” rating and issued a $185.00 price objective on shares of Veeva Systems in a research note on Thursday, June 4th. Citigroup raised their target price on shares of Veeva Systems from $190.00 to $273.00 and gave the company a “neutral” rating in a research report on Friday, August 28th. Finally, Stifel Nicolaus set a $300.00 target price on shares of Veeva Systems in a research note on Thursday, August 27th. Nineteen research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Veeva Systems presently has an average rating of “Moderate Buy” and a consensus price target of $284.88.

Read Our Latest Stock Analysis on VEEV Veeva Systems Trading Down 1.5% Shares of VEEV stock opened at $260.77 on Thursday. The business’s 50-day moving average price is $225.72 and its 200-day moving average price is $189.87. Veeva Systems Inc. has a 12 month low of $148.05 and a 12 month high of $310.50. The firm has a market capitalization of $42.22 billion, a price-to-earnings ratio of 42.89, a PEG ratio of 1.13 and a beta of 0.97.

Veeva Systems (NYSE:VEEV – Get Free Report) last released its quarterly earnings data on Wednesday, August 26th. The technology company reported $2.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.23 by $0.12. The company had revenue of $927.96 million during the quarter, compared to the consensus estimate of $905.38 million. Veeva Systems had a return on equity of 14.25% and a net margin of 29.34%.The firm’s revenue was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.99 earnings per share. Veeva Systems has set its FY 2027 guidance at 9.210-9.210 EPS and its Q3 2027 guidance at 2.330-2.340 EPS. On average, sell-side analysts predict that Veeva Systems Inc. will post 6.7 earnings per share for the current fiscal year.

Insiders Place Their Bets In other Veeva Systems news, insider Thomas Schwenger sold 10,000 shares of the company’s stock in a transaction that occurred on Thursday, August 27th. The shares were sold at an average price of $281.33, for a total value of $2,813,300.00. Following the completion of the transaction, the insider directly owned 19,449 shares in the company, valued at approximately $5,471,587.17. This represents a 33.96% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 10.60% of the stock is owned by insiders.

About Veeva Systems (Free Report)

Veeva Systems Inc is a cloud software company that provides technology solutions for the life sciences industry, including pharmaceutical, biotechnology, medical device and related organizations. Its applications are designed to support functions across the product lifecycle, from research and clinical development through regulatory approval, manufacturing, quality management and commercial operations.

The company’s Veeva Vault platform includes applications for clinical data management, electronic trial management, regulatory information, quality processes, safety operations and commercial content management.

Further Reading Five stocks we like better than Veeva Systems Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal GE Aerospace’s $11.75B Deal Puts Howmet Aerospace in Focus Casey’s Post-Earnings Drop May Give Investors a Better Entry Into a Quality Retailer Sovereign AI: Palantir and Nebius Cut the Cloud Cord Want to see what other hedge funds are holding VEEV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Veeva Systems Inc. (NYSE:VEEV – Free Report).

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