VEEV
Veeva SystemsPrevious close
312.96
Change
+2.62 / +0.84%
P/E (TTM) ?
50.4
Market Cap
$52.3B
1M
+9.64%
S&P 500 −0.91% over same period
Volume / Avg Volume
1.4M / 1.5M
0.94× average
Latest earnings analysisFY2027 Q2Reported 2026-08-26
Veeva FY27 Q2: $928.0M revenue, 18% growth, but a near-flat guide
Veeva beat its own guidance and raised the full-year view, yet the quarter's real message is the outlook: next-quarter revenue of $932–935 million sits just 0.6% above the $927.96 million it just reported. That is why the call here is Neutral rather than Bullish. Read the beat first, then the guidance, then check whether the cash flow was earned or merely collected.
Read the full analysis →Revenue$0.93BYoY +17.60%
EPS (non-GAAP)$2.35
Next-quarter revenue guidance$0.93B ±0.16%Below estimatesest. $0.95B
Next-day move+15.20%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2027 Q2 Quarter ended 2026-07 | 2026-08-26 | $928M | Read analysis → |
| FY2027 Q1 Quarter ended 2026-04 | 2026-06-03 | $883M | Pending |
| FY2026 Q4 Quarter ended 2026-01 | 2026-03-04 | $3.2B | Pending |
| FY2026 Q3 Quarter ended 2025-10 | 2025-11-20 | $811M | Pending |
| FY2026 Q2 Quarter ended 2025-07 | 2025-08-27 | $789M | Pending |
| FY2026 Q1 Quarter ended 2025-04 | 2025-05-28 | $759M | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 30 of its 5-year rangeCheap
5-year range 30.8 – 65.4 · Median 55.5
Last 4 quarters: $473M in buybacks + $0 in dividends, 0.90% of market cap combined
P/E (TTM)
50.4
P/B
6.9
P/S
14.8
PEG
2.09
Earnings Reaction
Over the last 6 reports, the stock moved ±9.2% on average on the first trading day after, rising 3 times
Most recent +15.20%
Guidance Credibility
Of the last 4 next-quarter revenue guides, 4 were met; actual results averaged 2.8% above guidance
Volatility & Correlation
1-year beta 0.41 · Correlation with S&P 500 0.11Low beta
Annualized volatility 47% vs. 12% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 6 · $15.2MNet selling $15.2M
- 10-14Faddis JonathanSVP, Gen. Counsel, SecretarySell$1.6M5,198 shares · 3 trades · Avg price 299.72
- 10-02Rizzo Daniel JEVP, Sales, Consulting, & SvcsSell$1.3M4,841 shares · 2 trades · Avg price 276.51
- 09-14Schwenger Thomas D.Pres. & Chief Customer OfficerSell$0.27M1,000 shares · Avg price 265.20
- 09-09Hung PriscillaDirectorSell$0.20M750 shares · Avg price 261.04
- 08-27Schwenger Thomas D.Pres. & Chief Customer OfficerSell$2.8M10,000 shares · Avg price 281.33
- 08-13Schwenger Thomas D.Pres. & Chief Customer OfficerSell$9.0M36,000 shares · 3 trades · Avg price 250.23
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2027 Q2 | 0.93 | +17.6% | 75.0% | 0.27 | 1.66 |
| FY2027 Q1 | 0.88 | +16.3% | 75.0% | 0.26 | 1.57 |
| FY2026 Q4 | 0.84 | +16.0% | 74.5% | 0.24 | 1.48 |
| FY2026 Q3 | 0.81 | +16.0% | 75.4% | 0.24 | 1.40 |
| FY2026 Q2 | 0.79 | +16.7% | 75.3% | 0.20 | 1.19 |
| FY2026 Q1 | 0.76 | +16.7% | 77.1% | 0.23 | 1.37 |
| FY2025 Q4 | 0.72 | +14.3% | 74.9% | 0.20 | 1.17 |
| FY2025 Q3 | 0.70 | +13.4% | 75.1% | 0.19 | 1.13 |
| FY2025 Q2 | 0.68 | +14.6% | 74.8% | 0.17 | 1.04 |
| FY2025 Q1 | 0.65 | +23.6% | 73.3% | 0.16 | 0.98 |
| FY2024 Q4 | 0.63 | +11.9% | 72.4% | 0.15 | 0.90 |
| FY2024 Q3 | 0.62 | +11.6% | 72.8% | 0.14 | 0.83 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| VEEV | 50.4 | +17.6% | 75.0% | +9.64% | Neutral |
| LLY | 50.2 | +38.6% | 83.9% | +22.51% | Bullish |
| JNJ | 41.3 | +5.9% | 68.1% | +3.20% | Bullish |
| ABBV | 81.4 | +10.2% | 74.7% | +12.73% | Bullish |
| UNH | 23.0 | +0.4% | 88.1% | +10.87% | Bullish |
| MRK | 117.2 | +5.1% | 73.5% | +2.90% | Neutral |
| TMO | 36.4 | +9.1% | — | +3.25% | Neutral |
| AMGN | 28.5 | +9.5% | 72.0% | +10.56% | Bullish |
| GILD | — | +6.8% | 81.1% | +14.51% | Neutral |