The strong results and raised guidance suggest Veeva is successfully executing its strategy in the life sciences cloud market. Traders should monitor the company's AI integration progress and customer expansion, particularly in the Development and Quality Cloud segments, as key drivers of future growth.
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Executive Summary
Veeva Systems reported strong fiscal year 2026 results with $3.195 billion in revenue, up 16% year-over-year, and $908.9 million in net income, up 27%. The company raised its guidance for fiscal 2027, projecting revenue between $3.585-$3.6 billion, reflecting continued momentum in its life sciences cloud solutions and AI initiatives.
Key Financial Metrics
Key Facts
- Fiscal 2026 revenue: $3.195 billion (16% YoY growth)
- Fiscal 2026 net income: $908.9 million (27% YoY growth)
- Q4 revenue: $836 million (16% YoY growth)
- Raised FY2027 revenue guidance to $3.585-$3.6 billion
- Non-GAAP net income per share of $8.10 for FY2026
Financial Impact
Revenue growth of 16% and net income growth of 27% year-over-year, with guidance indicating continued strong performance
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Subscription | $2.7B | +17.0% |
| Commercial Solutions | $1.3B | — |
| R&D and Quality Solutions | $1.4B | — |
Risk Factors
- Increased competition in cloud solutions for life sciences
- Dependence on continued innovation in AI and cloud technologies
- Potential macroeconomic headwinds affecting pharmaceutical industry spending
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001393052-26-000007 |
| Document: veev-20260304.htm | 0001393052-26-000007 |
| Document: 0001393052-26-000007-index-headers.html | 0001393052-26-000007 |
| Document: 0001393052-26-000007-index.html | 0001393052-26-000007 |
| Document: 0001393052-26-000007.txt | 0001393052-26-000007 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 26, 2026 5w ago | Press Release | $282.13 $278.39 | ▼ −1.33% | ▼ −1.22% | $274.52 (−2.70%) |
Jun 3, 2026 17w ago | 8-K | $178.54 $192.74 | ▲ +7.96% | ▲ +9.58% | $274.52 (+53.76%) |
May 4, 2026 21w ago | DEFA14A | $170.18 $188.66 | ▲ +10.86% | ▲ +5.22% | $274.52 (+61.31%) |
Apr 20, 2026 23w ago | 8-K | $167.71 $163.85 | ▼ −2.30% | ▼ −7.21% | $274.52 (+63.69%) |
Mar 4, 2026 30w ago | 8-K | $195.27 $173.86 | ▼ −10.96% | ▼ −7.18% | $274.52 (+40.59%) |
US Market Status
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