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The 5 Most Interesting Analyst Questions From Veeva Systems’s Q1 Earnings Call
StockStory66d agoneutral
The 5 Most Interesting Analyst Questions From Veeva Systems’s Q1 Earnings Call

Veeva Systems’ first quarter saw meaningful progress across its core business lines, with management attributing the results to broad-based customer demand and product execution in both R&D and commercial segments. CEO Peter Gassner highlighted the launch of Veeva’s Falcon platform as a key milestone, describing it as a shift toward “agentic labor”—using AI agents to automate specialized industry tasks. Strong service execution and continued innovation in measurement tools like Crossix also cont

Is It Time To Revisit Veeva Systems (VEEV) After A 41% One Year Share Price Decline
Simply Wall St.66d agoneutral
Is It Time To Revisit Veeva Systems (VEEV) After A 41% One Year Share Price Decline

If you are looking at Veeva Systems and wondering whether the recent price is fair, expensive, or offers value, the next sections break down what the current valuation actually reflects. The stock last closed at US$167.68, after a mixed run with the price down 8.3% over the past week, roughly flat over 30 days with a 0.8% gain, and declining 23.6% year to date and 41.0% over the past year. Recent headlines around Veeva Systems have focused on its position as a healthcare software provider...

Is Veeva Systems Inc. (VEEV) A Good Stock To Buy Now?
Insider Monkey69d agobullish
Is Veeva Systems Inc. (VEEV) A Good Stock To Buy Now?

Is VEEV a good stock to buy? We came across a bullish thesis on Veeva Systems Inc. on X.com by @tomicki. In this article, we will summarize the bulls’ thesis on VEEV. Veeva Systems Inc.’s share was trading at $188.66 as of June 1st. VEEV’s trailing and forward P/E were 34.68 and 21.28 respectively according to Yahoo […]

Veeva Falcon AI Rollout Tests Investor Patience After Share Price Slide
Simply Wall St.70d agoneutral
Veeva Falcon AI Rollout Tests Investor Patience After Share Price Slide

Veeva Systems (NYSE:VEEV) introduced its new Falcon agentic AI platform, detailing capabilities aimed at clinical, regulatory, safety, and quality workflows. The company outlined early adopter timelines and broadened the rollout of Vault AI agents across its Vault applications. Veeva announced new platform commitments from Merck KGaA, Teva Pharmaceuticals, and Kindeva Drug Delivery, signaling wider enterprise use of its AI tools. Veeva Systems enters this phase of AI product rollout with...

Assessing Veeva Systems (VEEV) Valuation After Mixed Share Performance And A 32% Undervaluation Narrative
Simply Wall St.71d agoneutral
Assessing Veeva Systems (VEEV) Valuation After Mixed Share Performance And A 32% Undervaluation Narrative

Recent performance snapshot for Veeva Systems (VEEV) Veeva Systems (VEEV) has seen mixed share performance recently, with the stock roughly flat over the past day, higher over the past week and month, but lower over the past 3 months and year. See our latest analysis for Veeva Systems. At a share price of US$178.60, Veeva Systems has recently seen short term momentum pick up, with a 7 day share price return of 8.65%, even as the 1 year total shareholder return is down 38.40% and longer term...

VEEV Q1 Deep Dive: AI-Driven Product Expansion and New Platform Initiatives Highlight Quarter
StockStory72d agoneutral
VEEV Q1 Deep Dive: AI-Driven Product Expansion and New Platform Initiatives Highlight Quarter

Life sciences cloud software provider Veeva Systems (NYSE:VEEV) beat Wall Street’s revenue expectations in Q1 CY2026, with sales up 16.3% year on year to $882.9 million. Guidance for next quarter’s revenue was better than expected at $903.5 million at the midpoint, 1.7% above analysts’ estimates. Its non-GAAP profit of $2.24 per share was 4.9% above analysts’ consensus estimates.

Veeva (VEEV) Q1 2027 Earnings Call Transcript
Motley Fool72d agoneutral
Veeva (VEEV) Q1 2027 Earnings Call Transcript

Gunnar Hansen: Good afternoon, and welcome to Veeva's Fiscal 2027 First Quarter Earnings Conference Call for the quarter ended April 30, 2026. As a reminder, we posted prepared remarks on Veeva's Investor Relations website just after 1:00 p.m. Pacific today. Today's call will be used primarily for Q&A. With me today for Q&A are Peter Gassner, our Chief Executive Officer; Paul Shawah, EVP, Strategy; and Brian Van Wagener, our Chief Financial Officer.

Is Veeva Stock Undervalued At $170?
Trefis72d agoneutral
Is Veeva Stock Undervalued At $170?

The biggest insight hiding inside the recent Q1 FY27 earnings report from Veeva Systems (VEEV) is the stark divergence between management's artificial intelligence narrative and the structural realities of its legacy software business. While leadership dedicated significant time to detailing the launch of Veeva Falcon for agentic labor and the Ostro acquisition, the underlying financial tension centers entirely on the forced migration of its CRM customer base.

Veeva Surpasses Forecasts and Raises Outlook as AI Strategy Gains Momentum (VEEV)
InvestorsHub72d agoneutral
Veeva Surpasses Forecasts and Raises Outlook as AI Strategy Gains Momentum (VEEV)

Veeva Systems Inc Class A (NYSE:VEEV) reported stronger-than-expected first-quarter results and lifted its outlook for the remainder of the fiscal year, highlighting continued growth across its software and services businesses as well as increasing traction in artificial intelligence initiatives. The life sciences software provider posted adjusted earnings per share of $2.

Veeva Systems Q1 Earnings Call Highlights
MarketBeat73d agoneutral
Veeva Systems Q1 Earnings Call Highlights

Veeva Systems (NYSE:VEEV) reported a strong start to the year, with Chief Executive Officer and Co-Founder Peter Gassner saying the company delivered results ahead of guidance as it expands its focus on artificial intelligence for the life sciences industry. On the earnings call, Gassner said total

Investing.com73d agobullish
Veeva Systems beats estimates on AI progress

Investing.com -- Veeva Systems Inc Class A (NYSE:VEEV) reported first-quarter results that exceeded analyst expectations, with adjusted earnings per share of $2.24 beating the consensus estimate of $2.14 by $0.10. Revenue reached $882.9 million, surpassing the $857.75 million estimate and marking a 16% increase from $759.0 million in the same quarter last year.

Veeva Systems (NYSE:VEEV) Posts Better-Than-Expected Sales In Q1 CY2026
StockStory73d agoneutral
Veeva Systems (NYSE:VEEV) Posts Better-Than-Expected Sales In Q1 CY2026

Life sciences cloud software provider Veeva Systems (NYSE:VEEV) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 16.3% year on year to $882.9 million. Guidance for next quarter’s revenue was better than expected at $903.5 million at the midpoint, 1.7% above analysts’ estimates. Its non-GAAP profit of $2.24 per share was 4.9% above analysts’ consensus estimates.

Why Veeva Systems (VEEV) Stock Is Up Today
StockStory74d agoneutral
Why Veeva Systems (VEEV) Stock Is Up Today

Shares of life sciences cloud software provider Veeva Systems (NYSE:VEEV) jumped 7.4% in the afternoon session after the company unveiled Falcon, a new artificial intelligence platform for drug development, and announced several major global customer commitments.

How A Quiet Update Cycle Is Shaping The Veeva Systems (VEEV) Investment Narrative
Simply Wall St.75d agoneutral
How A Quiet Update Cycle Is Shaping The Veeva Systems (VEEV) Investment Narrative

Veeva Systems enters this update cycle with no changes to its existing price targets, which keeps the current analyst baseline intact for now. While there is no new analyst commentary to interpret, the absence of revisions can still tell you something about how expectations are holding steady. Read on to see how to track these kinds of quiet shifts so you can stay on top of the evolving narrative around the stock. Stay updated as the Fair Value for Veeva Systems shifts by adding it to your...

Is Veeva (VEEV) Quietly Redefining Its Moat With Deeper AI-Driven Life Sciences Integration?
Simply Wall St.75d agoneutral
Is Veeva (VEEV) Quietly Redefining Its Moat With Deeper AI-Driven Life Sciences Integration?

In recent days, Veeva Systems announced a string of major wins, including Kindeva Drug Delivery adopting Veeva Quality Cloud and Merck KGaA and Teva Pharmaceuticals committing globally to Veeva Vault CRM to unify quality and commercial operations. Together with the launch of its new Veeva Falcon agentic platform for drug development, these moves highlight Veeva’s push to embed specialized AI and cloud tools deeper into life sciences workflows. We’ll now examine how Veeva’s deeper integration...