Veeva Systems (VEEV)
NYSEHealth CareSoftware - ApplicationSnapshot 2026-10-29
$310.34-2.35%
Close 2026-10-29 · 1-day change
NYSEHealth CareSoftware - ApplicationSnapshot 2026-10-29
Research Workspace
Put VEEV beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Health Care is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 17% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 12%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 27% growth a year, above the roughly 15% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 49% in its worst 12-month stretch.
View RiskVeeva’s AI and agentic labor platform is the growth engine behind its durable-growth case. That case depends on revenue growth building beyond its latest 18% year-over-year pace. Revenue growth accelerated from 16% to 18%, and Q2 FY2027 earnings beat consensus. VEEV trades at 39× P/E versus the 25× peer median. The market prices in more growth than our forecast, so expectations look full. A 16% next-quarter miss probability and the premium over peers threaten that case. Peer multiples imply a price about 27% below where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-29. VEEV is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 30 analysts currently covering VEEV (as of Oct 2026).
Based on 17 Wall Street analysts offering 12-month price targets for VEEV in the last 4 months.
Continue this research
Compare VEEV with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| VEEV Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care Technology — fair value, gap to price, and forward P/E.
Compare the value case
Put VEEV next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Rating downgrade suggests potential revenue growth concerns.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $310.34
The last 12 months of price, then the range of analyst 12-month targets from today’s $310.34.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Advance AI and agentic labor platform development
Launch supports AI platform development objective.
Advances: Advance AI and agentic labor platform development
AI growth potential aligns with product development objectives.
Advances: Advance AI and agentic labor platform development
Falcon AI enhances product development and revenue growth potential.
Advances: Advance AI and agentic labor platform development
AI monetization potential aligns with product development goals.
Advances: Advance AI and agentic labor platform development
Enhances AI platform capabilities, aligning with product development goals.
Advances: Drive revenue growth for fiscal year 2027
Strong revenue growth and operating income support fiscal year 2027 goals.
Advances: Quarterly revenue growth
Quarterly revenue growth exceeded expectations, boosting outlook.
