Zacks Investment Research·2d ago
Veeva Expands Amgen Partnership With Global Vault CRM Rollout PlanVEEV expands its decade-long Amgen partnership with a global Vault CRM rollout, reinforcing enterprise adoption and commercial subscription growth.
Veeva Systems demonstrates a powerful combination of accelerating revenue growth, reaching 17.6% in 2027Q2, and significant operating margin expansion to 29.6%, driven by strong operating leverage in its core subscription business. The company's fortress balan...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated to 17.6% in 2027Q2, while operating margin has expanded to 29.6%, demonstrating powerful operating leverage as operating income grew 77% year-over-year.
Veeva delivers a comprehensive industry cloud for life sciences, combining software, AI, data, and consulting services, serving over 1,500 customers.
Veeva's AI Agents for Vault CRM and PromoMats enhance productivity across clinical, regulatory, safety, quality, medical, and commercial operations.
The company benefits from high-margin recurring revenue streams, strong cash flows, and a robust $5 billion net cash position.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 26, 2026 | $2.35+5.4% vs $2.23 | $928M+2.5% vs $905M |
Q3 2026 Jun 3, 2026 | $2.24+4.7% vs $2.14 | $883M+2.9% vs $858M |
Q2 2026 Mar 20, 2026 | $1.49-23.2% vs $1.94 | $836M+3.1% vs $811M |
Q2 2026 Mar 4, 2026 | $2.06+6.2% vs $1.94 | $836M+3.1% vs $811M |
VEEV expands its decade-long Amgen partnership with a global Vault CRM rollout, reinforcing enterprise adoption and commercial subscription growth.
PLEASANTON, Calif., Sept. 21, 2026 /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.
Nykredit A S acquired a new position in shares of Veeva Systems Inc. (NYSE: VEEV) in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 61,859 shares of the technology company's stock, valued at approximately $10,978,000. A number of other institutional investors also recently added
Veeva (VEEV) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Benchmark VEEV against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Veeva Systems Inc. (VEEV)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $260.91 | $42.38B | 47.96 | 16.34% | 28.44% | 13.93% | — | |
| $233.28 | $191.06B | 29.91 | 9.58% | 21.99% | 20.15% | — | |
| $26.51 | $4.96B | 27.05 | 13.05% | 25.48% | 16.95% | — | |
| $630.19 | $17.59B | 41.24 | 19.97% | 17.67% | 110.15% | — | |
| $217.88 | $11.16B | 253.35 | 19.17% | 4.26% | 7.75% | — | |
| $78.86 | $6.78B | 41.29 | 14.44% | 24.25% | 11.72% | — |
Veeva Systems Inc. (VEEV) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Veeva Systems Inc. (VEEV) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 26, 2026·SEC
Aug 20, 2026·SEC
Apr 20, 2026·SEC
Get notified when VEEV posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Veeva Systems Inc. (VEEV) stock FAQ — growth, dividends, profitability & financials explained
Veeva Systems Inc. (VEEV) reported $3.46B in revenue for fiscal year 2026. This represents a 5545% increase from $61.3M in 2012.
Veeva Systems Inc. (VEEV) grew revenue by 16.3% over the past year. This is strong growth.
Yes, Veeva Systems Inc. (VEEV) is profitable, generating $1.01B in net income for fiscal year 2026 (28.4% net margin).
Veeva Systems Inc. (VEEV) has a return on equity (ROE) of 13.9%. This is reasonable for most industries.
Veeva Systems Inc. (VEEV) generated $517.0M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
