Dec 08, 2025 • Sahm
SOMEWHAT-BEARISH
What's Driving the Market Sentiment Around Veeva Systems Inc?
Veeva Systems Inc.'s short interest has increased, with 4.95 million shares sold short, representing 3.29% of its float. This rise in short interest suggests a more bearish sentiment among investors, although the company's short interest is still lower than the average of its peers. Traders should monitor this trend as it indicates increasing investor skepticism.
Dec 05, 2025 • Sahm
BEARISH
Why Veeva Systems' Earnings Drop Aligns With Its Long-Term Structural Weakness
Veeva Systems (VEEV) is in Phase 18 of its Adhishthana cycle, a period predicted to be structurally weak due to the stock's performance in earlier phases. The recent earnings report leading to a sharp stock drop is consistent with this prediction, with the stock already down 20% since a cautionary note in June. Investors are advised to be patient, as the structural risk remains to the downside until Phase 18 concludes in March 2027 and a new cycle begins.
Dec 04, 2025 • Sahm
BULLISH
Veeva Systems' (NYSE:VEEV) Performance Is Even Better Than Its Earnings Suggest
Veeva Systems recently posted solid earnings, which initially underwhelmed investors; however, an analysis of its accrual ratio reveals a more positive financial picture. The company recorded a negative accrual ratio of -1.17, indicating that its free cash flow of US$1.4 billion significantly exceeded its statutory profit of US$860.3 million. This strong cash conversion suggests Veeva Systems' underlying earnings potential is better than its reported profits, along with robust EPS growth.
Dec 04, 2025 • Sahm
SOMEWHAT-BULLISH
Veeva AI Agents Now Available to Increase Productivity and Customer Centricity
Veeva Systems has launched Veeva AI Agents for Vault CRM and PromoMats, marking a significant step in industry-specific AI for life sciences. These agents are designed to enhance productivity, customer centricity, and compliance by seamlessly integrating with Veeva applications and providing features like issue detection, voice input, and content analysis. Additional AI Agents for other areas such as clinical, regulatory, and safety are slated for release throughout 2026.
Dec 01, 2025 • Sahm
BULLISH
The Bull Case For Veeva Systems (VEEV) Could Change Following Roche’s Global Rollout of Vault CRM with AI
Veeva Systems (VEEV) recently announced a significant expansion of its partnership with Roche, implementing Veeva Vault CRM with AI across Roche's global operations. This validates Veeva's AI-powered CRM suite and reinforces its strong position with major biopharmaceutical clients. While this move strengthens Veeva's market standing, investors should also consider the potential risks associated with the company's concentration of revenue among a small number of large clients.
Nov 30, 2025 • The Globe and Mail
NEUTRAL
Veeva Systems (VEEV) Gets a Buy from RBC Capital
RBC Capital maintained a Buy rating on Veeva Systems (VEEV) with a $330.00 price target, following positive earnings and revenue reports. Needham also reiterated a Buy rating with a $355.00 price target. Despite negative corporate insider sentiment with recent share sales, the analyst consensus is a Moderate Buy for VEEV.