Veeva Systems (NYSE:VEEV) Releases Q4 2026 Earnings Guidance

Veeva Systems (NYSE:VEEV) issued an update on its fourth quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.920-1.920 for the period, compared to the consensus earnings per share estimate of 1.650. The company issued revenue guidance of $807.0 million-$810.0 million, compared to the consensus revenue estimate of $799.4 million. Veeva Systems also updated its FY 2026 guidance to 7.930-7.93 EPS.

Veeva Systems Price Performance

VEEV traded down $1.99 during trading hours on Thursday, reaching $271.01. 1,760,017 shares of the stock traded hands, compared to its average volume of 1,290,035. Veeva Systems has a fifty-two week low of $201.54 and a fifty-two week high of $310.50. The company has a market cap of $44.42 billion, a price-to-earnings ratio of 55.65, a PEG ratio of 2.22 and a beta of 0.98. The firm’s fifty day simple moving average is $288.57 and its two-hundred day simple moving average is $278.53.

Veeva Systems (NYSE:VEEV) last posted its quarterly earnings data on Thursday, November 20th. The technology company reported $2.04 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $0.09. Veeva Systems had a net margin of 27.29% and a return on equity of 13.72%. The firm had revenue of $811.24 million for the quarter, compared to the consensus estimate of $792.37 million. Veeva Systems has set its FY 2026 guidance at 7.930-7.93 EPS. Q4 2026 guidance at 1.920-1.920 EPS. On average, research analysts predict that Veeva Systems will post 4.35 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Raymond James Financial reissued an “outperform” rating and set a $340.00 price target (up from $310.00) on shares of Veeva Systems in a report on Thursday, August 28th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Veeva Systems in a research report on Wednesday, October 8th. Mizuho boosted their target price on shares of Veeva Systems from $295.00 to $325.00 and gave the company an “outperform” rating in a research note on Friday, August 29th. Citigroup increased their price target on shares of Veeva Systems from $329.00 to $349.00 and gave the stock a “buy” rating in a research report on Thursday, August 28th. Finally, Wells Fargo & Company raised their price target on Veeva Systems from $300.00 to $326.00 and gave the stock an “overweight” rating in a research note on Tuesday, August 26th. Seventeen analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Veeva Systems currently has a consensus rating of “Moderate Buy” and an average target price of $307.28.

Insider Activity

In related news, insider Eleni Nitsa Zuppas sold 6,000 shares of the stock in a transaction dated Tuesday, October 7th. The shares were sold at an average price of $306.62, for a total transaction of $1,839,720.00. Following the completion of the sale, the insider owned 25,325 shares in the company, valued at $7,765,151.50. This trade represents a 19.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Jonathan Faddis sold 720 shares of Veeva Systems stock in a transaction that occurred on Monday, October 6th. The shares were sold at an average price of $298.12, for a total transaction of $214,646.40. Following the completion of the transaction, the senior vice president owned 7,868 shares of the company’s stock, valued at $2,345,608.16. This trade represents a 8.38% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 24,665 shares of company stock worth $7,438,000. Corporate insiders own 10.30% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Sivia Capital Partners LLC increased its holdings in shares of Veeva Systems by 225.9% during the second quarter. Sivia Capital Partners LLC now owns 3,122 shares of the technology company’s stock worth $899,000 after buying an additional 2,164 shares in the last quarter. BNP Paribas Financial Markets boosted its holdings in Veeva Systems by 77.1% in the second quarter. BNP Paribas Financial Markets now owns 246,553 shares of the technology company’s stock valued at $71,002,000 after acquiring an additional 107,341 shares during the last quarter. Boothbay Fund Management LLC raised its stake in Veeva Systems by 30.5% during the second quarter. Boothbay Fund Management LLC now owns 2,500 shares of the technology company’s stock worth $720,000 after buying an additional 585 shares during the last quarter. Brevan Howard Capital Management LP acquired a new position in shares of Veeva Systems in the 2nd quarter valued at about $9,265,000. Finally, Bank of America Corp DE boosted its holdings in shares of Veeva Systems by 3.9% during the 2nd quarter. Bank of America Corp DE now owns 1,274,735 shares of the technology company’s stock worth $367,098,000 after buying an additional 47,550 shares in the last quarter. 88.20% of the stock is currently owned by institutional investors and hedge funds.

About Veeva Systems

Veeva Systems Inc provides cloud-based software for the life sciences industry. It offers Veeva Commercial Cloud, a suite of software and analytics solutions, such as Veeva customer relationship management (CRM) that enable customer-facing employees at pharmaceutical and biotechnology companies; Veeva Vault PromoMats, an end-to-end content and digital asset management solution; Veeva Vault Medical that provides source of medical content across multiple channels and geographies; Veeva Crossix, an analytics platform for pharmaceutical brands; Veeva OpenData, a customer reference data solution; Veeva Link, a data application that allows link to generate real-time intelligence; and Veeva Compass includes de-identified and longitudinal patient data for the United States.