Market Cap
$46.2B
VEEV
VEEVA SYSTEMS INC
$274.96 ▼ -2.47%
Prev close $281.93Market cap$46.2B
ConsensusBuy
12-mo target$297.30 (+8.1%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits Software & IT
Snapshot
The big-picture read on VEEV right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (72%)
Inst. Holders
50 funds
Inst. Value
$16.9B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $13.5M sell
Insider Net $
-$13.5M
Social Sentiment
68° Warm
SEC Reports
5
Price chart 30d -2.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 other
Servier führt Veeva OpenData weltweit ein, um den Einsatz von KI auszuweiten
Aufbau einer KI-fähigen Datenbasis in mehr als 80 Ländern BARCELONA, Spanien, 1. October 2026 /PRNew
Sep 14, 2026 Insider
Schwenger Thomas D. sold 1,000 shares
Pres. & Chief Customer Officer @ $265.20 ($265.2K)
Sep 9, 2026 Insider
Hung Priscilla sold 750 shares
Director @ $261.04 ($195.8K)
Sep 1, 2026 Insider
Aug 26, 2026 SEC Cabral Timothy S acquired via exercise 477 shares
Director
Veeva Systems reported fiscal Q2 2027 results that exceeded guidance on all metrics, with total revenue of $928.0M (+18%
PRESS-RELEASE — Impact 7/10
Jun 30, 2026 Inst.
VANGUARD CAPITAL MANAGEMENT LLC — ADD
9,692,862 shares ($1.7B)
Jun 30, 2026 Inst.
Jun 5, 2026 SEC STATE STREET CORP — ADD
6,706,909 shares ($1.2B)
Veeva reported FQ1 2027 results that exceeded guidance on all metrics: total revenue of $882.9M (+16% YoY) and GAAP dilu
8-K — Impact 7/10
Analyst ratings buy % +4.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
72% rate it Buy or better · 36 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 28, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 27, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 27, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
| Aug 27, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Aug 27, 2026 | Canaccord Genuity | MAINTAIN | Hold | 47% |
| Aug 27, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 27, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 27, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 27, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 27, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 17 | 9 | 1 | 0 | 72% | |
| Aug 1, 2026 | 9 | 17 | 9 | 1 | 0 | 72% | |
| Jul 1, 2026 | 8 | 17 | 9 | 1 | 0 | 71% | |
| Jun 1, 2026 | 9 | 17 | 9 | 1 | 0 | 72% | |
| May 1, 2026 | 10 | 18 | 9 | 1 | 0 | 74% | |
| Apr 1, 2026 | 11 | 18 | 9 | 1 | 0 | 74% | |
| Mar 1, 2026 | 11 | 18 | 9 | 1 | 0 | 74% | |
| Feb 1, 2026 | 11 | 17 | 9 | 2 | 0 | 72% |
Price targets
Where 27 covering analysts think VEEV trades over the next 12 months.
$297.30 +8.1% upside Buy
Current$274.97 Low$180.00 Median$300.00 High$350.00 27 analysts
$180.00$350.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
68°
Warm
BearishNeutralBullish
Recent posts
Most software saves time. $veev saves billion dollar drug launches.
▲ 1 · 💬 1· ⚡ 0.5
My Portfolio vs S&P 500 (Last 3 Weeks)
▲ 1 · 💬 8· ⚡ 0.5
Anyone Play VEEV earning?
▲ 1 · 💬 0· ⚡ 0.5
Been digging into Veeva Systems (VEEV) - wide moat SaaS name sitting 60 percent below targets with earnings next week. Thoughts?
▲ 1 · 💬 0· ⚡ 0.5
VEEV looks oversold on both technicals and valuation. Thoughts?
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 3 bullish, 0 bearish, 0 mixed, 2 neutral · avg impact 5.6/10.
BULLISHPRESS-RELEASE7/10
Veeva Systems reported fiscal Q2 2027 results that exceeded guidance on all metrics, with total reve
Aug 26, 2026
BULLISH8-K7/10
Veeva reported FQ1 2027 results that exceeded guidance on all metrics: total revenue of $882.9M (+16
Jun 5, 2026
NEUTRALDEFA14A3/10
Veeva Systems filed a DEFA14A (additional definitive proxy soliciting materials) on May 4, 2026, fol
May 4, 2026
NEUTRAL8-K3/10
Veeva Systems announced that Josh Faddis will retire as Senior Vice President and General Counsel ef
Apr 20, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
other
Servier führt Veeva OpenData weltweit ein, um den Einsatz von KI auszuweiten
Aufbau einer KI-fähigen Datenbasis in mehr als 80 Ländern BARCELONA, Spanien, 1. October 2026 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) gab heute bek
Sep 30, 2026
other
Servier Adopts Veeva OpenData Globally to Scale AI
Establishing an AI-ready data foundation in more than 80 countries PLEASANTON, Calif., Sept. 30, 2026 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) today
Sep 30, 2026
other
Servier adopte Veeva OpenData au niveau mondial pour déployer l'IA à grande échelle
Mise en place d'une base de données prête pour l'IA dans plus de 80 pays BARCELONE, Espagne, 30 septembre 2026/PRNewswire/ -- Veeva Systems (NYSE: VEE
Sep 30, 2026
short_volume
Short Volume: VEEV — 69.4% short (0.4M / 0.6M)
Short: 438,767 | Exempt: 17,120 | TRF Vol: 632,127 | Short Ratio: 69.4% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: VEEV — 62.4% short (0.3M / 0.5M)
Short: 334,319 | Exempt: 3,243 | TRF Vol: 535,516 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.34 | $2.32–$2.40 | 14.9% | +2.6% | 23↑ 0↓ | $0.9B | 26 |
| Next Q | $2.31 | $2.26–$2.39 | 12.0% | -0.4% | 6↑ 13↓ | $0.9B | 26 |
| Current FY | $9.24 | $9.17–$9.38 | 14.0% | +1.9% | 24↑ 0↓ | $3.7B | 27 |
| Next FY | $10.25 | $9.68–$10.64 | 11.0% | +2.2% | 23↑ 0↓ | $4.1B | 26 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.343 | — |
| 7d ago | $2.343 | — |
| 30d ago | $2.283 | +0.060 |
| 60d ago | $2.285 | +0.058 |
| 90d ago | $2.285 | +0.058 |
Institutional ownership
Which big funds own VEEV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $16.9B total value (95,317,141 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 12,862,503 | $2.3B | 13.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,692,862 | $1.7B | 10.2% | ADD +45.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,414,743 | $1.3B | 7.8% | — |
| STATE STREET CORP | 6,706,909 | $1.2B | 7.0% | ADD +85.9% |
| PRINCIPAL FINANCIAL GROUP INC | 4,979,210 | $883.7M | 5.2% | — |
| ALLIANCEBERNSTEIN L.P. | 4,913,322 | $863.1M | 5.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,508,933 | $797.4M | 4.7% | ADD +36.1% |
| AQR CAPITAL MANAGEMENT LLC | 3,498,371 | $615.5M | 3.6% | — |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 2,165,208 | $384.3M | 2.3% | ADD +26.4% |
| FEDERATED HERMES, INC. | 1,972,031 | $350.0M | 2.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | ADD | 6,670,318 | 9,692,862 | +45.3% | $1.7B |
| STATE STREET CORP | ADD | 3,608,655 | 6,706,909 | +85.9% | $1.2B |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 3,312,734 | 4,508,933 | +36.1% | $797.4M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | ADD | 1,712,507 | 2,165,208 | +26.4% | $384.3M |
| VAN ECK ASSOCIATES CORP | ADD | 1,089,110 | 1,752,506 | +60.9% | $311.0M |
| JPMORGAN CHASE & CO | TRIM | 2,428,378 | 1,600,195 | -34.1% | $282.0M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 669,599 | 1,440,137 | +115.1% | $255.6M |
| NORGES BANK | NEW | — | 1,403,833 | — | $249.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 861,470 | 1,282,294 | +48.8% | $227.6M |
| Swedbank AB | TRIM | 1,645,128 | 1,083,752 | -34.1% | $192.3M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$13.5M — $0.00 bought, $13.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Schwenger Thomas D. | Pres. & Chief Customer Officer | SELL | 1,000 | $265.20 | $265.2K |
| Sep 9, 2026 | Hung Priscilla | Director | SELL | 750 | $261.04 | $195.8K |
| Sep 1, 2026 | Cabral Timothy S | Director | EXERCISE | 477 | — | — |
| Sep 1, 2026 | Wallach Matthew J | Director | EXERCISE | 460 | — | — |
| Sep 1, 2026 | Hung Priscilla | Director | EXERCISE | 477 | — | — |
| Sep 1, 2026 | Ritter Gordon | Director | J | 15,585 | — | — |
| Sep 1, 2026 | Hedley Mary Lynne | Director | EXERCISE | 477 | — | — |
| Sep 1, 2026 | Ritter Gordon | Director | J | 250,000 | — | — |
| Sep 1, 2026 | Ritter Gordon | Director | EXERCISE | 541 | — | — |
| Sep 1, 2026 | MOHR MARSHALL | Director | EXERCISE | 525 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for VEEV.
Shares short
4,964,067
Settlement Sep 15, 2026
Change vs prior
+2.9%
Semi-monthly cycle
Days to cover
4.0
At avg daily volume
Of shares outstanding
≈3.1%
Estimate — not % of float
All VEEV filing & press-release reports (5)
- PRESS-RELEASE reportAug 26, 2026
- 8-K reportJun 5, 2026
- DEFA14A reportMay 4, 2026
- 8-K reportApr 20, 2026
- 8-K reportMar 4, 2026