Veeva Systems (NYSE:VEEV) Releases FY 2027 Earnings Guidance

Veeva Systems (NYSE:VEEV) issued an update on its FY 2027 earnings guidance on Wednesday morning. The company provided EPS guidance of 8.850- for the period, compared to the consensus EPS estimate of 7.590. The company issued revenue guidance of $3.6 billion-$3.6 billion, compared to the consensus revenue estimate of $3.6 billion. Veeva Systems also updated its Q1 2027 guidance to 2.130-2.14 EPS.

Veeva Systems Stock Up 1.2%

Shares of NYSE VEEV traded up $2.18 during trading on Wednesday, hitting $188.09. 3,302,810 shares of the company traded hands, compared to its average volume of 2,219,080. The firm has a market capitalization of $30.92 billion, a P/E ratio of 36.59, a P/E/G ratio of 1.25 and a beta of 1.09. The company has a 50-day moving average price of $205.28 and a 200-day moving average price of $248.81. Veeva Systems has a 1 year low of $168.13 and a 1 year high of $310.50.

Veeva Systems (NYSE:VEEV) last issued its earnings results on Wednesday, March 4th. The technology company reported $2.06 earnings per share for the quarter, beating analysts’ consensus estimates of $1.92 by $0.14. Veeva Systems had a return on equity of 13.68% and a net margin of 27.93%.The firm had revenue of $835.95 million for the quarter, compared to analysts’ expectations of $810.95 million. Veeva Systems has set its FY 2027 guidance at 8.850- EPS and its Q1 2027 guidance at 2.130-2.14 EPS. Research analysts predict that Veeva Systems will post 4.35 EPS for the current fiscal year.

Veeva Systems announced that its Board of Directors has approved a stock repurchase plan on Monday, January 5th that authorizes the company to buyback $2.00 billion in outstanding shares. This buyback authorization authorizes the technology company to purchase up to 5.5% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s board believes its stock is undervalued.

Analyst Upgrades and Downgrades

VEEV has been the topic of several research reports. BMO Capital Markets initiated coverage on shares of Veeva Systems in a research note on Thursday, November 13th. They set a “market perform” rating and a $300.00 price objective on the stock. KeyCorp reissued a “sector weight” rating on shares of Veeva Systems in a report on Friday, December 12th. Canaccord Genuity Group restated a “buy” rating on shares of Veeva Systems in a research report on Tuesday, November 25th. Wall Street Zen lowered Veeva Systems from a “buy” rating to a “hold” rating in a research report on Saturday, December 6th. Finally, Needham & Company LLC reissued a “buy” rating and set a $355.00 price target on shares of Veeva Systems in a report on Friday, November 21st. Eighteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $293.71.

Insider Buying and Selling

In related news, insider Thomas D. Schwenger sold 1,000 shares of Veeva Systems stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $231.43, for a total value of $231,430.00. Following the transaction, the insider directly owned 23,204 shares in the company, valued at $5,370,101.72. The trade was a 4.13% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 10.30% of the company’s stock.

Veeva Systems News Roundup

Here are the key news stories impacting Veeva Systems this week:

• Positive Sentiment: Veeva reported solid fiscal Q4 and FY2026 results: FY revenue of $3.195B (+16% YoY) and Q4 revenue of $836M (+16% YoY); subscription revenue growth of ~16–17% underscores recurring SaaS strength and predictable cashflow, supporting valuation. Veeva Announces Fourth Quarter and Fiscal Year 2026 Results
• Positive Sentiment: Product momentum: Veeva says 125+ customers are now live on Vault CRM (its next‑gen CRM) and is rolling out Veeva AI — adoption bolsters upsell/cross‑sell potential and supports subscription revenue growth. More Than 125 Customers Worldwide Live on Vault CRM as Veeva Accelerates the Industry’s Agentic Transformation
• Neutral Sentiment: Market positioning chatter: reports of elevated trading/positioning activity in Russell 1000 ETF could amplify intraday flows but are not fundamental. Watch ETF rebalancing as a technical driver. Veeva Systems Sparks Elevated Positioning Chatter In Russell 1000 ETF Today
• Neutral Sentiment: Analyst/press attention: several earnings previews and valuation pieces are prompting debate on whether current price represents a buying opportunity given recent volatility. These shape sentiment but not immediate fundamentals. Is It Time To Revisit Veeva Systems (VEEV) After Recent Share Price Swings?
• Negative Sentiment: Competition and management disclosures have raised concerns: coverage notes growing CRM competition and references to management acknowledging competitive losses, which pressured sentiment ahead of/around earnings. Monitor commentary on win rates and contract renewals in the conference call. Veeva Systems under pressure as earnings loom amid CRM competition
• Negative Sentiment: Stock pullbacks tied to investor letters and commentary: coverage noting retreats after disclosures (and mid‑cap style weakness) has weighed on near‑term sentiment; keep an eye on guidance vs. expectations for direction. Veeva Systems (VEEV) Retreated Following Management’s Competitive Losses Disclosure

Institutional Investors Weigh In On Veeva Systems

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. J.Safra Asset Management Corp grew its holdings in Veeva Systems by 2,940.0% during the fourth quarter. J.Safra Asset Management Corp now owns 152 shares of the technology company’s stock valued at $34,000 after purchasing an additional 147 shares during the last quarter. Raiffeisen Bank International AG boosted its holdings in shares of Veeva Systems by 59.8% during the 4th quarter. Raiffeisen Bank International AG now owns 155 shares of the technology company’s stock worth $35,000 after buying an additional 58 shares during the period. Measured Wealth Private Client Group LLC acquired a new position in Veeva Systems in the 3rd quarter valued at $45,000. Rakuten Securities Inc. raised its holdings in Veeva Systems by 56.7% in the 2nd quarter. Rakuten Securities Inc. now owns 163 shares of the technology company’s stock worth $47,000 after acquiring an additional 59 shares during the period. Finally, Palisade Asset Management LLC acquired a new position in Veeva Systems during the 3rd quarter worth $66,000. Hedge funds and other institutional investors own 88.20% of the company’s stock.

About Veeva Systems

Veeva Systems (NYSE: VEEV) is a cloud software company that develops industry-specific applications and data solutions for the global life sciences sector. Founded in 2007 and headquartered in Pleasanton, California, Veeva focuses on helping pharmaceutical, biotechnology, medical device and consumer health companies manage regulated content, clinical and regulatory processes, quality systems, and commercial operations in a compliant, cloud-native environment. The company completed its initial public offering in 2013 and has since expanded its product suite and international footprint.

Veeva’s product portfolio centers on its Vault platform and related application suites, which provide content and data management, clinical trial and regulatory workflows, quality management, and structured commercial capabilities such as customer relationship management and promotional content management.