Core Viewpoint - Veeva Systems Inc. is positioned for growth due to a strong product portfolio and strategic deals, despite concerns over rising operational costs [1][11]. Company Performance - Veeva's shares have increased by 4.9% year-to-date, outperforming the industry decline of 1.6% and the S&P 500's decrease of 8.9% [1]. - The company has a market capitalization of $35.88 billion and anticipates a growth rate of 26.2% over the next five years [2]. Growth Drivers - Veeva's robust product portfolio includes the next-gen Vault CRM, with 20 new customers acquired in the fourth quarter, particularly from small and mid-sized biotech firms [3]. - The introduction of AI-driven innovations such as CRM Voice Control and MLR Bot aims to enhance efficiency and compliance [4]. - Veeva's Data Cloud solutions are gaining traction, with Compass supporting over 100 brands and Pulse securing its first seven-figure deal [5]. - Strategic partnerships, including Boehringer Ingelheim's commitment to Veeva Vault CRM and a collaboration with Walgreens Boots Alliance, are expected to enhance market presence [6][8]. Financial Results - Veeva reported better-than-expected results for the fourth quarter of fiscal 2025, with both earnings and revenues exceeding consensus estimates [9]. - The company experienced a 20.6% year-over-year increase in general and administrative expenses, with total operating expenses rising by 9.3% [11][12]. Future Outlook - The Zacks Consensus Estimate for fiscal 2026 earnings per share has increased by 4 cents to $7.30, with first-quarter fiscal 2026 revenues expected to reach $727.9 million, reflecting an 11.9% year-over-year improvement [13].

Core Insights - The Medical Info Systems industry is experiencing significant growth driven by new federal policies and the $500 billion Stargate AI project initiated by Donald Trump, which aims to enhance AI infrastructure in healthcare [1][3][5] - The use of AI in the medical device market is projected to grow at a CAGR of 29.9% from 2026 to 2029, indicating strong demand for digital healthcare solutions [1][3] - The industry faces challenges due to escalating tariffs on imports, which could hinder the development of AI technologies essential for healthcare [2][5] Industry Overview - The Zacks Medical Info Systems industry includes companies that develop healthcare information systems, providing software and hardware solutions for secure access to clinical, administrative, and financial data [2] - The focus on patient satisfaction and data security has increased the demand for big data, cloud computing, blockchain, and AI technologies [2] Trends Influencing the Industry - AI is being increasingly adopted in the medical sector for drug synthesis, device creation, and diagnostics, with the global AI in healthcare market expected to reach $95.65 billion by 2025 [3] - Remote patient monitoring is growing rapidly due to the rise in wearable devices and telehealth services, with the global smart healthcare products market projected to grow from $145.9 billion in 2023 to $485.71 billion by 2032, at a CAGR of 12.78% [4] Financial Performance - The Zacks Medical Info Systems industry has underperformed the S&P 500 and the broader medical sector over the past year, with a decline of 6.6% compared to a 25.3% increase in the S&P 500 [9] - The industry is currently trading at a forward price-to-sales (P/S) ratio of 3.95, lower than the S&P 500's 4.56 and the sector's 2.50 [12] Investment Opportunities - Veeva Systems, with a Zacks Rank 1 (Strong Buy), is expected to see an 11% earnings growth for fiscal 2026 [18] - Hims & Hers Health, holding a Zacks Rank 2 (Buy), anticipates a 58% increase in earnings for 2025, driven by a growing subscriber base [22] - Butterfly Network, also with a Zacks Rank 2, projects a 5.9% improvement in earnings for 2025 [26]

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Veeva Systems (VEEV) .Veeva currently has an average brokerage re ...

Group 1: Vertex Pharmaceuticals - Vertex Pharmaceuticals is a leading drugmaker focused on developing therapies for diseases with high unmet needs, particularly cystic fibrosis (CF) [3][4] - The company has successfully developed the only drugs targeting the underlying genetic causes of CF, resulting in rapid revenue and earnings growth over the past decade [4] - Vertex's recent product launches include Casgevy, approved in 2023 for rare blood disorders, and Journavx, the first non-opioid oral pain inhibitor approved by the FDA [6] - The company aims to launch five new products by 2028, with a promising pipeline that includes potential treatments for kidney diseases [7] - Vertex has established itself as an innovative biotech company with a clear strategy, which could lead to strong stock returns amid market volatility [8] Group 2: Veeva Systems - Veeva Systems is a leader in providing cloud solutions specifically for life science companies, addressing their unique regulatory and operational needs [9][10] - The company has recorded excellent financial results due to its tailored solutions that ensure regulatory compliance and data management for clinical trials [11] - The life sciences industry is expected to continue growing, providing a stable market for Veeva Systems, which estimates a $20 billion addressable market [13] - Even achieving a 30% market penetration in the next five years could result in significant revenue growth for Veeva, potentially reaching $6 billion [14]

Veeva Systems (VEEV) shares rallied 3.7% in the last trading session to close at $217.04. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 9.6% loss over the past four weeks.The upside can be attributed to relief-rally across global markets following the announcement of a 90-day pause on tariff hike by the United States.This provider of cloud-based software services for the life sciences industry is expected t ...

Group 1: Eli Lilly - Eli Lilly is recognized for its innovative culture and strong market position in diabetes medicines, with significant breakthroughs over the years [3][4] - The company is expanding into the weight management market, with Zepbound leading and several promising candidates in development, including Orforglipron [5][6] - Eli Lilly has a robust network within the healthcare industry, including relationships with hospitals and payers, enhancing its competitive advantage [7] - The company has increased its dividend payouts by 200% over the past decade, positioning itself well for future growth as demand for lifesaving medicines rises [8] Group 2: Veeva Systems - Veeva Systems specializes in cloud services tailored for the life sciences industry, successfully carving out a niche in a competitive market [9][10] - The cloud computing industry is expected to continue growing, with advancements in artificial intelligence contributing to its long-term growth potential [11] - The life sciences industry is also projected to expand due to an aging population and increased demand for medical products, benefiting Veeva Systems [12] - Veeva Systems enjoys strong competitive advantages due to high switching costs for life science companies, ensuring its leadership in the niche market [13][14]

A month has gone by since the last earnings report for Veeva Systems (VEEV) . Shares have lost about 6.2% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Veeva due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, e ...

Core Insights - Veeva Systems has launched SiteVault, a Clinical Trial Management System (CTMS) aimed at research sites, integrating with SiteVault eISF and SiteVault eConsent for streamlined clinical trial management [1][4][10] - The new system addresses the need for efficient and scalable solutions in clinical trial management, offering a centralized platform that enhances coordination and compliance [2][4] - Following the announcement, Veeva's stock experienced a decline of 1.6%, closing at $227.90, although it has seen a 9.8% increase over the past six months [3][5] Company Developments - SiteVault CTMS is designed to consolidate essential trial processes, reducing administrative burdens and ensuring regulatory compliance [7][9] - The integration with Veeva's Clinical Platform allows for bidirectional data flow, improving trial oversight and reducing manual data entry [8] - The anticipated release of SiteVault CTMS is set for August 2025, presenting a significant growth opportunity for Veeva in the clinical trial technology sector [9][10] Market Position - Veeva currently holds a market capitalization of $37.69 billion and reported an earnings surprise of 10.1% in the last quarter [5] - The adoption of SiteVault CTMS could lead to increased recurring revenue from subscriptions, contributing to Veeva's long-term financial stability [10] - Veeva's strategic product launches and integrations reinforce its leadership in cloud-based solutions for the life sciences industry [11]

Core Insights - Veeva Systems has announced the launch of Veeva SiteVault CTMS, a clinical trial management system designed to enhance research site efficiency and integrate seamlessly with sponsors [1][2] - The system will be available for free to over 90% of research sites, specifically those managing up to 20 concurrent active studies, with an initial release planned for August 2025 [2] Group 1: Product Features and Benefits - Veeva SiteVault CTMS integrates with SiteVault eISF and SiteVault eConsent, allowing comprehensive management of clinical trials within a single system [1] - The integration with Veeva's Clinical Platform facilitates seamless bidirectional data flow between sites and sponsors, reducing manual processes and increasing efficiency [1][2] - The streamlined user experience provided by Veeva SiteVault is expected to enhance the speed of clinical trials, benefiting patients [2] Group 2: Company Commitment and Market Position - Veeva Systems is recognized as the global leader in cloud software for the life sciences industry, serving over 1,000 customers, including major biopharmaceutical companies and emerging biotechs [3] - As a Public Benefit Corporation, Veeva is dedicated to balancing the interests of all stakeholders, including customers, employees, and shareholders [3]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________________________________ FORM 10-K ____________________________________________________________________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended January 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the ...