Veeva Systems Inc Class A (VEEV)

Over the past six months, Veeva Systems' stock has experienced some fluctuations. As of November 21, 2025, the stock was down 9.77% from the previous day and down 15.82% over the past 30 days. However, over the last 12 months, the stock price has increased by 6.19% to 13.76%. A notable event was the stock drop on November 21, 2025, despite the company exceeding third-quarter fiscal 2026 earnings expectations and raising future guidance, which was attributed to concerns over client retention in the pharma CRM sector.

The provided information does not explicitly indicate significant demand seasonality for Veeva Systems' products and services. Demand for Veeva's platforms is driven by life sciences companies' ongoing need to centralize trial management, streamline data, improve R&D efficiency, enhance commercial strategies, and ensure regulatory compliance. Growing investments in technologies such as generative AI, advanced analytics, automation, and cybersecurity within the life sciences industry also influence the adoption and use of Veeva platforms.

Veeva Systems Inc. is a leading provider of cloud-based software, data, and business consulting services for the global life sciences industry, operating within the technology and communications sector. Veeva's solutions cater to strategic business functions from R&D through commercialization. The company's major product offerings are categorized into three main clouds: Veeva Development Cloud, Veeva Commercial Cloud, and Veeva Data Cloud. Veeva also provides consulting, training, managed, and support services to pharmaceutical, life sciences, diagnostics, and medical device companies.

Veeva Systems has a significant global presence with offices across North America, Europe, Asia-Pacific, and Latin America. Its corporate headquarters is located in Pleasanton, California. Key office locations include Pleasanton, Boston, Barcelona, Oxford, Japan, Shanghai, South Korea, Singapore, Australia and Brazil. Veeva's global strategy emphasizes local presence and support, with teams in various time zones and cultures to serve its life sciences customers.

Veeva Systems maintains a strong brand reputation within the life sciences industry, built on its commitment to innovation, product excellence, and customer success. In April 2025, Veeva announced AI features for its applications. In August 2025, Veeva partnered with IQVIA after ending litigation regarding trade secrets. In September 2025, the company partnered with Bristol Myers Squibb to advance healthcare engagement. In October 2025, Veeva announced plans to launch Veeva AI Agents. In November 2025, the company announced the selection of Veeva Basics to promote operations across clinical, regulatory, and quality. Veeva's Q3 fiscal 2026 earnings call highlighted robust revenue growth and innovation, particularly in AI and Crossix, reinforcing its strong market position.

Veeva Systems is predominantly owned by institutional investors, with ownership around 85.11% to 88.20% of the company's shares outstanding. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Fmr LLC, Alliancebernstein L.P., T. Rowe Price Investment Management Inc., State Street Corp., and JPMorgan Chase & Co. Peter P. Gassner, the CEO and co-founder, is a significant individual shareholder, owning approximately 7.46% of the company's shares.