Veeva Systems (NYSE:VEEV) Releases Q4 2026 Earnings Guidance

Veeva Systems (NYSE:VEEV) issued an update on its fourth quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 1.920-1.920 for the period, compared to the consensus estimate of 1.650. The company issued revenue guidance of $807.0 million-$810.0 million, compared to the consensus revenue estimate of $799.4 million. Veeva Systems also updated its FY 2026 guidance to 7.930-7.93 EPS.

Veeva Systems Stock Down 0.7%

VEEV traded down $1.99 during midday trading on Thursday, hitting $271.01. The company had a trading volume of 1,753,450 shares, compared to its average volume of 1,290,035. The stock’s 50 day moving average price is $288.57 and its 200 day moving average price is $278.53. Veeva Systems has a 52 week low of $201.54 and a 52 week high of $310.50. The company has a market capitalization of $44.42 billion, a price-to-earnings ratio of 55.65, a PEG ratio of 2.22 and a beta of 0.98.

Veeva Systems (NYSE:VEEV) last issued its earnings results on Thursday, November 20th. The technology company reported $2.04 EPS for the quarter, beating the consensus estimate of $1.95 by $0.09. Veeva Systems had a return on equity of 13.72% and a net margin of 27.29%.The company had revenue of $811.24 million during the quarter, compared to the consensus estimate of $792.37 million. Veeva Systems has set its FY 2026 guidance at 7.930-7.93 EPS. Q4 2026 guidance at 1.920-1.920 EPS. Research analysts predict that Veeva Systems will post 4.35 EPS for the current year.

Analysts Set New Price Targets

Several research firms have recently commented on VEEV. Stifel Nicolaus boosted their price objective on Veeva Systems from $295.00 to $320.00 and gave the company a “buy” rating in a report on Thursday, August 28th. Wells Fargo & Company lifted their price target on shares of Veeva Systems from $300.00 to $326.00 and gave the company an “overweight” rating in a research report on Tuesday, August 26th. Weiss Ratings restated a “hold (c+)” rating on shares of Veeva Systems in a report on Wednesday, October 8th. Raymond James Financial reaffirmed an “outperform” rating and issued a $340.00 price objective (up from $310.00) on shares of Veeva Systems in a research note on Thursday, August 28th. Finally, Citigroup boosted their target price on shares of Veeva Systems from $329.00 to $349.00 and gave the stock a “buy” rating in a research report on Thursday, August 28th. Seventeen analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $307.28.

Insider Transactions at Veeva Systems

In other Veeva Systems news, SVP Jonathan Faddis sold 720 shares of the company’s stock in a transaction dated Monday, October 6th. The shares were sold at an average price of $298.12, for a total value of $214,646.40. Following the completion of the sale, the senior vice president directly owned 7,868 shares of the company’s stock, valued at approximately $2,345,608.16. This represents a 8.38% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Eleni Nitsa Zuppas sold 6,000 shares of the firm’s stock in a transaction on Tuesday, October 7th. The shares were sold at an average price of $306.62, for a total value of $1,839,720.00. Following the sale, the insider directly owned 25,325 shares of the company’s stock, valued at approximately $7,765,151.50. This represents a 19.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 24,665 shares of company stock worth $7,438,000 in the last quarter. 10.30% of the stock is currently owned by corporate insiders.

Institutional Trading of Veeva Systems

Hedge funds have recently added to or reduced their stakes in the stock. Measured Wealth Private Client Group LLC bought a new position in Veeva Systems during the 3rd quarter valued at approximately $45,000. Rakuten Securities Inc. boosted its holdings in shares of Veeva Systems by 56.7% during the 2nd quarter. Rakuten Securities Inc. now owns 163 shares of the technology company’s stock valued at $47,000 after buying an additional 59 shares in the last quarter. Palisade Asset Management LLC purchased a new stake in Veeva Systems in the third quarter worth about $66,000. Morse Asset Management Inc increased its position in Veeva Systems by 1,683.3% during the 3rd quarter. Morse Asset Management Inc now owns 535 shares of the technology company’s stock valued at $159,000 after buying an additional 505 shares in the last quarter. Finally, Johnson Financial Group Inc. increased its holdings in shares of Veeva Systems by 131.6% during the third quarter. Johnson Financial Group Inc. now owns 535 shares of the technology company’s stock valued at $159,000 after acquiring an additional 304 shares in the last quarter. Institutional investors own 88.20% of the company’s stock.

About Veeva Systems

Veeva Systems Inc provides cloud-based software for the life sciences industry. It offers Veeva Commercial Cloud, a suite of software and analytics solutions, such as Veeva customer relationship management (CRM) that enable customer-facing employees at pharmaceutical and biotechnology companies; Veeva Vault PromoMats, an end-to-end content and digital asset management solution; Veeva Vault Medical that provides source of medical content across multiple channels and geographies; Veeva Crossix, an analytics platform for pharmaceutical brands; Veeva OpenData, a customer reference data solution; Veeva Link, a data application that allows link to generate real-time intelligence; and Veeva Compass includes de-identified and longitudinal patient data for the United States.