Veeva Systems Inc. logo VEEV - Veeva Systems Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 29
HOLD 13
SELL 1
STRONG
SELL
0
| PRICE TARGET: $235.38 DETAILS
HIGH: $320.00
LOW: $165.00
MEDIAN: $230.00
CONSENSUS: $235.38
UPSIDE: 22.40%

Stock News

Veeva: Strong Quality But Not A Risk-Free Stock

Veeva: Strong Quality But Not A Risk-Free Stock

Veeva Systems trades at 17x FY2027 earnings, offering high margins and recurring revenue, yet faces slowing Commercial CRM growth and strong competition. R&D and Quality segments now outpace Commercial, growing 19% in Q1 FY2027 and becoming the largest revenue driver, deeply embedded in regulated customer processes. VEEV's moat is strong due to switching costs and integrated solutions, but not unassailable—Salesforce, Oracle, and others remain credible threats.

Jun 26, 2026 06:17 AM seekingalpha.com
Veeva Systems: The AI Thesis Is More Tangible Now

Veeva Systems: The AI Thesis Is More Tangible Now

Veeva Systems remains a Buy, with core revenue and subscription growth in the mid-teens and a compelling ~16x NTM PE valuation. Falcon, VEEV's agentic labor AI platform, makes the AI opportunity tangible, offering automation for compliance-sensitive, high-volume workflows in life sciences. R&D and Quality subscription revenue outpaces consolidated growth at 19% y/y, while Commercial gains traction with over 150 live Vault CRM customers.

Jun 24, 2026 01:17 AM seekingalpha.com

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