Veeva Systems Inc. (VEEV) Stock Analysis
Recovery setup · Catalyst-Driven edge
Healthcare · Health Information Services
Hold if already holding. Not a fresh buy at $163.57, but acceptable to hold if already in. Reasons: Concentration risk — Customer: life sciences industry; Leverage penalty (D/E 1.3): -0.5.
Veeva provides cloud software, data, and business consulting exclusively for the global life sciences industry across R&D, quality, and commercial functions for 1,552 customers as of January 2026. Revenue is primarily subscription-based; top 10 customers accounted for 28% of... Read more
Hold if already holding. Not a fresh buy at $163.57, but acceptable to hold if already in. Reasons: Concentration risk — Customer: life sciences industry; Leverage penalty (D/E 1.3): -0.5. Chart setup: Death cross but MACD improving, RSI 55. Maintain position. Not compelling to add more. Score 6.2/10, moderate confidence.
Passes 9/10 gates (positive momentum, favorable risk/reward ratio, clean insider activity, positive momentum, no SEC red flags, news events none recent, earnings proximity 15d clear, semi cycle peak clear, materials cycle peak clear). Suitability: moderate.
Recent Developments — Veeva Systems Inc.
Latest news
- Bogart Wealth LLC Grows Stake in Veeva Systems Inc. $VEEV - MarketBeat — MarketBeat positive
- Veeva Systems (VEEV) Is Up 8.0% After Joining The S&P 500 Index What’s Changed - simplywall.st — simplywall.st positive
- Veeva Has Fallen 45% From Its High. Is VEEV Finally Cheap? - TIKR.com — TIKR.com negative
- Veeva Systems to join S&P 500 index, replacing Coterra Energy - CNBC — CNBC positive
- Veeva Systems Inc. (VEEV): Bares Capital Remains Bullish on This Stock - Yahoo Finance — Yahoo Finance positive
Generated 2026-05-20T21:06:21Z.
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMCustomertop 10 customers28%10-K Item 1A: 'our top 10 customers accounted for 28% of our total revenues'
- MEDIUMGeographiccustomers outside North America40%10-K Item 1A: 'customers outside North America accounted for approximately 40% of our total revenues'
- HIGHCustomerlife sciences industry10-K Item 1A: 'Nearly all of our revenues are generated by sales to customers in the life sciences industry'
Material Events(8-K, last 90d)
- 2026-04-20Item 5.02LOWJosh Faddis, SVP General Counsel, announced retirement effective November 1, 2026; will transition to part-time advisor. Veeva will appoint a successor upon his transition. No disagreement cited.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer
Rating Breakdown
1 floor-breaker
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Analyst Consensus
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $163.57, but acceptable to hold if already in. Reasons: Concentration risk — Customer: life sciences industry; Leverage penalty (D/E 1.3): -0.5. Chart setup: Death cross but MACD improving, RSI 55. Maintain position. Not compelling to add more. Target $236.41 (+44.5%), stop $151.88 (−7.7%), A.R:R 5.4:1. Score 6.2/10, moderate confidence.
Take-profit target: $236.41 (+44.8% upside). Target $236.41 (+44.5%), stop $151.88 (−7.7%), A.R:R 5.4:1. Stop-loss: $151.88.
Concentration risk — Customer: life sciences industry; Leverage penalty (D/E 1.3): -0.5; Below 200-MA, MA slope -7.3%/30d (confirmed downtrend).
Veeva Systems Inc. trades at a P/E of 30.1 (forward 16.6). TrendMatrix value score: 6.2/10. Verdict: Hold.
38 analysts cover VEEV with a consensus score of 4.0/5. Average price target: $263.
What does Veeva Systems Inc. do?Veeva provides cloud software, data, and business consulting exclusively for the global life sciences industry across...
Veeva provides cloud software, data, and business consulting exclusively for the global life sciences industry across R&D, quality, and commercial functions for 1,552 customers as of January 2026. Revenue is primarily subscription-based; top 10 customers accounted for 28% of total revenues across fiscal years ended January 2026, 2025, and 2024. Non-North America customers were approximately 40% of fiscal 2026 revenues.