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Can Veeva Systems Inc. (VEEV)’s AI Platform Keep Pace With Eli Lilly and Company (LLY)’s Explosive Growth
Insider Monkey21h agoneutral
Can Veeva Systems Inc. (VEEV)’s AI Platform Keep Pace With Eli Lilly and Company (LLY)’s Explosive Growth

On August 11, Veeva Systems Inc. (NYSE:VEEV) announced that Eli Lilly and Company (NYSE:LLY) committed to deploying Veeva Vault CRM globally. Vault CRM serves as the core infrastructure for “agentic commercial,” Veeva’s AI-driven commercial framework designed to modernize field engagement and speed medicine delivery. While Veeva serves as the tech engine driving efficiency in life […]

What Is Behind Veeva Systems (VEEV) Latest Move?
Simply Wall St.5d agoneutral
What Is Behind Veeva Systems (VEEV) Latest Move?

Broker Signals On Veeva Systems Stock A fresh wave of brokerage opinions on Veeva Systems (VEEV) has put the stock back in focus for investors, as firms update their views using earnings estimate revisions and quantitative rating models. These ratings and the underlying Zacks Rank approach do not guarantee any outcome for Veeva Systems investors. They do, however, give you a structured way to compare fresh earnings expectations with the company’s recent share price moves. See our latest...

What Makes Veeva Systems (VEEV) the Picks and Shovels of Drug Development?
Insider Monkey12d agoneutral
What Makes Veeva Systems (VEEV) the Picks and Shovels of Drug Development?

Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index by 14.1 percentage points, driven by challenges from a momentum-driven market […]

2 Software Stocks to Target This Week and 1 We Question
StockStory15d agoneutral
2 Software Stocks to Target This Week and 1 We Question

From commerce to culture, software is digitizing every aspect of our lives. This secular theme has materialized in superior earnings growth and stock price performance for most SaaS companies, and over the last six months, the industry’s 13.5% return has topped the S&P 500 by 8.6 percentage points.

What Makes Veeva Systems (VEEV) a Mission-Critical Software Firm?
Insider Monkey16d agobearish
What Makes Veeva Systems (VEEV) a Mission-Critical Software Firm?

Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance. In the quarter, the Large Cap Composite (Net) returned 9.5%, the Small Cap Composite (Net) returned 13.3%, the Focus Composite (Net) returned 10.4%, the […]

Veeva Systems (VEEV) Could Be 42% Below Fair Value Following Guidance Upgrade
Simply Wall St.21d agobullish
Veeva Systems (VEEV) Could Be 42% Below Fair Value Following Guidance Upgrade

Veeva Systems (VEEV) is back in focus after the company lifted its fiscal 2027 guidance and signaled higher expected revenue and adjusted EPS, putting upcoming Q2 2027 results firmly on investor radar. See our latest analysis for Veeva Systems. At a share price of US$186.24, Veeva Systems has seen short term momentum pick up, with a 1 month share price return of 15.43% and a 3 month share price return of 15.58%. However, the 1 year total shareholder return is down 35.87%, suggesting the...

Veeva (VEEV) Stock Trades Below Fair Value Despite 44% Slide
Simply Wall St.21d agoneutral
Veeva (VEEV) Stock Trades Below Fair Value Despite 44% Slide

Veeva Systems stock has fallen 44.0% over the past five years, yet the latest Discounted Cash Flow (DCF) intrinsic value estimate suggests the current US$186.24 share price sits at a meaningful discount. This creates a clear tension between past returns and what the valuation work implies today. The 44.0% decline over five years means long term shareholders have seen substantial value eroded, so any current valuation upside case needs to be weighed against that track record. Expectations for...

Did Stronger FY27 Guidance and AI Expansion Just Shift Veeva Systems' (VEEV) Investment Narrative?
Simply Wall St.21d agoneutral
Did Stronger FY27 Guidance and AI Expansion Just Shift Veeva Systems' (VEEV) Investment Narrative?

Veeva Systems recently raised its fiscal 2027 revenue guidance to about US$3.65 billion and adjusted EPS outlook to roughly US$9.05, following fiscal Q1 2027 results that exceeded its own guidance and showed stronger profitability helped by expanding AI-driven offerings. This combination of upgraded full-year targets and growing AI-enabled products has sharpened investor focus on how Veeva’s business model may be evolving toward higher-margin, software-driven growth. With Veeva lifting its...

Wall Street Analysts Think Veeva (VEEV) Is a Good Investment: Is It?
Zacks23d agoneutral
Wall Street Analysts Think Veeva (VEEV) Is a Good Investment: Is It?

According to the average brokerage recommendation (ABR), one should invest in Veeva (VEEV). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Veeva Systems (VEEV) Could Be 41% Undervalued Following Russell Index Removal
Simply Wall St.36d agobearish
Veeva Systems (VEEV) Could Be 41% Undervalued Following Russell Index Removal

Veeva Systems (VEEV) is drawing fresh attention after being removed from several Russell growth indices. This shift coincides with solid recent earnings trends and a mixed share price performance this year. See our latest analysis for Veeva Systems. The recent index removals come after a strong rebound in the stock, with a 30 day share price return of 13.13% and a 90 day gain of 25.27%. However, this contrasts with a year to date share price decline of 13.57% and a 1 year total shareholder...

Veeva Systems (VEEV) Launches Veeva EHS For Manufacturing And Testing Teams
Simply Wall St.37d agoneutral
Veeva Systems (VEEV) Launches Veeva EHS For Manufacturing And Testing Teams

Veeva Systems (NYSE:VEEV) has introduced Veeva EHS, a new environmental, health, and safety application within its Quality Cloud suite. The application is designed to provide an automated, unified platform for managing EHS processes across manufacturing and testing operations. An early adopter rollout is planned for August 2026, targeting life sciences and manufacturing customers that rely on Veeva's quality and compliance tools. For investors following Veeva Systems, Veeva EHS extends the...