Veeva Systems Inc Class A (VEEV)

In the past six months, Veeva Systems (VEEV) stock experienced several notable events, including earnings reports, a stock repurchase program, insider sales, analyst actions, and mixed stock performance. The company reported its Q2 and Q3 2026 earnings, beating analysts' consensus estimates for EPS in Q3 2026. Veeva's Board of Directors authorized a $2.00 billion stock repurchase program. Insider Thomas D. Schwenger sold 1,000 shares of the company's stock. Analyst ratings have varied, with an upgrade to "Buy" from "Hold" by Truist, a price target lowered by Mizuho, and Goldman Sachs initiating coverage with a "Sell" rating. The stock reached a new 52-week low in early February 2026 and has shown mixed returns.

Demand for Veeva Systems' products and services tends to be robust and resilient, even during economic downturns, suggesting that the company's demand is not significantly impacted by strong seasonal fluctuations. While analysts have projected a deceleration in revenue growth, this indicates market dynamics rather than a recurring seasonal pattern. Quarterly revenue figures show consistent growth rather than distinct seasonal peaks or troughs.

Veeva Systems, Inc. (VEEV) is a cloud software company focused on the global life sciences industry, providing applications and data solutions. It operates in the Medical sector, specifically in Prepackaged Software and Medical Information Systems. The company develops cloud-based software applications and data solutions for pharmaceutical, biotechnology, medical device, and consumer health companies, assisting them in managing regulated content, clinical and regulatory processes, quality systems, and commercial operations. Its major product offerings are centered around Veeva Commercial Cloud, Veeva Vault, Veeva Network, and Veeva Data Services.

Veeva Systems has a global presence, with its software deployed across North America, Europe, Asia-Pacific, the Middle East, Africa, and Latin America. The company serves over 1,500 life sciences customers worldwide, ranging from large pharmaceutical corporations to emerging biotechs.

Veeva Systems maintains a strong brand reputation, characterized by product excellence and high customer retention. The company's ability to quickly recover customer acquisition costs indicates a highly differentiated product offering. Veeva became the first publicly traded company to convert to a Public Benefit Corporation (PBC) in 2021. Veeva is a leader in life sciences cloud software and is increasingly assisting consumer goods companies with modernizing quality and data systems for AI-readiness.

Veeva Systems has significant institutional ownership, with 86.58% of its shares held by institutions and 7.59% held by insiders. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Fmr Llc, AllianceBernstein L.P., T. Rowe Price Investment Management, Inc., Principal Financial Group Inc, State Street Corp, JPMorgan Chase & Co, Geode Capital Management, LLC, and The Linonia Partnership LP.