Veeva Systems Inc. (VEEV) AI Stock Analysis

Veeva Systems Inc. provides cloud-based software solutions tailored for the life sciences industry across North America, Europe, Asia Pacific, Middle East, Africa, and Latin America. Its offerings include Veeva Commercial Cloud, featuring software, data, and analytics applications like Veeva CRM, Veeva Align, and Veeva Data Cloud. The company also offers Veeva Vault, a cloud platform for enterprise content and data management supporting commercial functions and research and development operations across clinical, regulatory, quality, and safety areas. In addition, Veeva provides professional services such as implementation, deployment planning, and ongoing managed services.

Veeva increased annual revenue from $1.85B in FY2022 to $3.20B in FY2026, delivering a 5-year revenue CAGR of 16.9%. Over the same span, net income expanded from $427.4M to $908.9M, while EPS grew from $3.72 to $8.06. Gross margin rose from 72.8% in FY2022 to 75.5% in FY2026, and operating margin improved from 27.3% to 28.7%. In the trailing twelve months ended July 31, 2026, revenue reached $3.46B with a profit margin of 29.3%. In the latest quarter ended July 31, 2026, quarterly revenue grew 17.6% year-over-year, while quarterly earnings surged 39.5%.

As of July 31, 2026, Veeva held $7.24B in cash and short-term investments against total debt of $151.7M, resulting in net cash of $7.09B. The company maintained a debt-to-equity ratio of 0.02 and a current ratio of 5.46. Total assets stood at $9.06B compared to shareholders' equity of $7.43B. In FY2026, Veeva generated $1.42B in operating cash flow and $1.39B in free cash flow. Capital expenditures were $29.1M, and the company allocated $169.9M toward share buybacks.

Veeva trades at a trailing P/E of 50.9x and a forward P/E of 30.2x, compared to the median of its S&P 500 Healthcare peers of 27.2x and 16.5x, respectively. Its price-to-sales multiple is 14.5x versus the peer median of 3.4x, and EV-to-EBITDA stands at 34.2x against the peer median of 15.0x. The company's enterprise value is $36.75B and its PEG ratio is 1.21. Over the past year, Veeva returned 6.0%, trailing the S&P 500 return of 16.8%. Over five years, the stock returned 0.3% compared to 83.0% for the S&P 500.

Wall Street sentiment includes 13 Strong Buy, 7 Buy, 8 Hold, 0 Sell, and 1 Strong Sell ratings. The mean price target is $297.04, which is 4.3% below the last close of $310.36. For the current fiscal year ending January 31, 2027, analysts estimate EPS of $9.24 on revenue of $3.69B. For the next fiscal year, 26 analysts project EPS of $10.25 and revenue of $4.14B. Veeva has beaten EPS estimates in each of the last 4 quarters, with its next earnings date scheduled for November 19, 2026.

This page is an AI-written research summary of Veeva Systems Inc. (VEEV). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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