Specialized CRO standardizes on Veeva RTSM to drive operational efficiency and faster study timelinesPLEASANTON, Calif., March 19, 2025 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) today announced that Indero, formerly Innovaderm Research, successfully launched its 40th RTSM study on Veeva RTSM. By standardizing with Veeva RTSM, Indero has strengthened its clinical trial operations, harnessing advanced RTSM capabilities and expert support to drive efficiency, enhance process consistency, and streamline execut ...

I gave a buy rating to Veeva Systems (NYSE: VEEV ) in December, with my key thesis being that the business should see accelerating growth as the broader demand environment normalizes and as VEEV continues to haveI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at a ...

Core Insights - Wall Street analysts' recommendations significantly influence investors' decisions regarding stock transactions, particularly for Veeva Systems (VEEV) [1][4] - Veeva currently holds an average brokerage recommendation (ABR) of 1.97, indicating a consensus between Strong Buy and Buy, based on 27 brokerage firms' recommendations [2][12] Brokerage Recommendations - The breakdown of the 27 recommendations includes 14 Strong Buy (51.9%) and 3 Buy (11.1%), reflecting a strong positive sentiment towards Veeva [2][12] - Despite the favorable ABR, reliance solely on brokerage recommendations may not yield the best investment outcomes, as studies indicate limited success in predicting stock price increases [4][9] Analyst Bias and Tools - Analysts from brokerage firms often exhibit a positive bias due to vested interests, leading to a higher number of favorable ratings compared to negative ones [5][9] - The Zacks Rank, a proprietary stock rating tool, is suggested as a more reliable indicator of stock performance, based on earnings estimate revisions rather than brokerage recommendations [7][10] Earnings Estimates and Future Outlook - The Zacks Consensus Estimate for Veeva has increased by 6.5% over the past month to $7.21, indicating growing optimism among analysts regarding the company's earnings prospects [12][13] - The recent change in consensus estimates, along with other factors, has resulted in a Zacks Rank 1 (Strong Buy) for Veeva, suggesting a potential for stock price appreciation [12][13]

Core Viewpoint - Veeva Systems (VEEV) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook driven by rising earnings estimates, which significantly influence stock prices [1][2]. Earnings Estimates and Stock Price Impact - The Zacks rating system emphasizes the importance of changing earnings estimates, which are closely correlated with near-term stock price movements [3]. - Institutional investors rely on earnings estimates to determine the fair value of stocks, leading to significant buying or selling activity that affects stock prices [3]. Business Improvement Indicators - The upgrade in Veeva's rating reflects an improvement in the company's underlying business, suggesting that investor sentiment may drive the stock price higher [4]. Earnings Estimate Revisions - Veeva is projected to earn $7.21 per share for the fiscal year ending January 2026, representing a year-over-year increase of 9.2% [7]. - Over the past three months, the Zacks Consensus Estimate for Veeva has risen by 7.1%, indicating a positive trend in earnings expectations [7]. Zacks Rank System Overview - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [6]. - Only the top 5% of Zacks-covered stocks receive a 'Strong Buy' rating, highlighting their superior earnings estimate revision characteristics [8][9].

Top 20 biopharma goes live with Veeva Development Cloud to speed the delivery of treatments for currently incurable diseases INGELHEIM, Germany and BARCELONA, Spain, March 11, 2025 /PRNewswire/ -- Today, Boehringer Ingelheim and Veeva Systems (NYSE: VEEV) have announced the launch of Boehringer's One Medicine Platform, powered by the successful implementation of Veeva Development Cloud. They first announced the One Medicine collaboration in March 2022. The unified platform brings together data and processes ...

Company Overview - Veeva Systems Inc. announced Veeva CRM Pulse, a data subscription service providing quarterly healthcare professional access and multichannel engagement metrics for the life sciences industry [1] - The service is currently available for Veeva's CRM customers, covering 2024 quarterly data across multiple countries including the US, Canada, and several European and Asian nations [2] - The introduction of CRM Pulse is expected to significantly enhance the Veeva Data Cloud product category, thereby boosting overall business performance [3] Financial Performance - Following the announcement of CRM Pulse, Veeva's shares increased by nearly 7.9% [4] - The company has a market capitalization of $38.34 billion and an earnings yield of 2.9%, which is favorable compared to the industry's negative yield [5] - In the last reported quarter, Veeva delivered an earnings surprise of 10.1% [5] Strategic Significance - Management believes that CRM Pulse will improve global segmentation and targeting, enhancing the value of data for commercial operations [6] - The latest availability of healthcare professional access data is seen as a significant milestone for Veeva Systems, expected to boost its business [8] Industry Prospects - The global healthcare analytics market was valued at $43.1 billion in 2023 and is projected to grow at a CAGR of 21.1% from 2024 to 2030, driven by technological advancements and the need for improved patient care [7]

Shares of Veeva Systems (VEEV 9.60%) are posting big gains in Thursday's trading despite broader sell-offs for the tech sector. The life-sciences software company's stock was up 10.2% as of 12:30 p.m. ET today.Veeva Systems reported its fourth-quarter results after the market closed yesterday and posted better-than-expected sales and earnings results. The company's outlook also topped Wall Street's expectations.Veeva stock rises on a strong Q4Adjusted earnings per share (EPS) of $1.74 on sales of $720.89 mi ...

Veeva Systems, Inc. (VEEV) reported adjusted earnings per share (EPS) of $1.74 for the fourth quarter of fiscal 2025, which increased 26.1% from the year-ago figure of $1.38. Adjusted EPS surpassed the Zacks Consensus Estimate by 10.13%.GAAP EPS in the fiscal fourth quarter was $1.18, up 31.1% from the year-ago period’s 90 cents.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.VEEV’s Revenue DetailsFor the quarter under review, the company’s revenues totaled $720.9 million, outpacing ...

Financial Data and Key Metrics Changes - Total revenue for Q4 2025 was $721 million, with non-GAAP operating income of $308 million. For the full year, total revenue reached $2.75 billion, and non-GAAP operating income was $1.15 billion [8]. Business Line Data and Key Metrics Changes - The company highlighted significant innovations across all product areas and made substantial progress on its AI strategy during the year [9]. Market Data and Key Metrics Changes - The company noted that 17 of the top 20 pharmaceutical companies are using its Clinical Trial Management System (CTMS), indicating a trend towards standardization among major clients [25]. Company Strategy and Development Direction - Veeva set a revenue goal of $6 billion by 2030, reflecting the significant opportunities ahead and announced plans for expansion into new markets [9]. - The company is focusing on integrating its various product solutions to enhance efficiency and customer experience, particularly in the clinical space [68]. Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the resilience of the life sciences industry to economic cycles and potential changes in research funding, noting that disruptions typically lead to project delays rather than cancellations [22]. - The management team emphasized the importance of speed and efficiency in decision-making processes for clients, particularly in the context of adopting integrated systems [106]. Other Important Information - The company is investing heavily in AI solutions and has centralized its efforts around this technology to enhance its product offerings [58]. - Veeva is also focusing on improving its data cloud services, which are expected to benefit smaller companies in the life sciences sector [46]. Q&A Session Summary Question: What is driving the recent opportunities with large pharma clients? - Management indicated that the trend is more about efficiency and alignment among clinical teams rather than risk avoidance [14]. Question: How is Veeva addressing changes in research funding? - Management noted that while they are monitoring the situation, there has been no significant impact on customer decision-making processes so far [21]. Question: What is the outlook for the EDC business in fiscal 2026? - Management confirmed that EDC is a significant component of their total addressable market and is seeing steady advancement with top clients [36]. Question: Can you provide insights on the Data Cloud and Compass? - Management highlighted increased interest in cloud solutions and noted that while they are seeing progress, large enterprise agreements may take time to materialize [44]. Question: How is the company managing the transition to Vault CRM? - Management stated that they are not forcing timelines on customers and are progressing discussions naturally, expecting most decisions to occur by the end of 2026 [78]. Question: What are the risks associated with the number of consultants needed for transitions? - Management expressed confidence in their service team's ability to flexibly manage demand and emphasized their investment in automating data migration processes [124]. Question: How does the company view potential supply chain disruptions? - Management acknowledged that while disruptions could delay contracts, they have not yet seen any significant impact [126]. Question: What opportunities exist for AI innovation in safety applications? - Management noted that Veeva is the first to offer a fully integrated cloud-based safety application, which presents significant opportunities for innovation [130].

Veeva Systems (VEEV) reported $720.89 million in revenue for the quarter ended January 2025, representing a year-over-year increase of 14.3%. EPS of $1.74 for the same period compares to $1.38 a year ago.The reported revenue represents a surprise of +3.24% over the Zacks Consensus Estimate of $698.28 million. With the consensus EPS estimate being $1.58, the EPS surprise was +10.13%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to de ...