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Veeva (VEEV) Grew Subscription Revenue 16% as GAAP Operating Income Increased 40%. Is the Margin Expansion Sustainable?
Insider Monkey26d agoneutral
Veeva (VEEV) Grew Subscription Revenue 16% as GAAP Operating Income Increased 40%. Is the Margin Expansion Sustainable?

Veeva Systems Inc. (NYSE:VEEV) delivered a fiscal second-quarter report that renewed interest in profitable software growth. Revenue rose 18% year over year to $928 million, while subscription revenue increased 16% to $766.8 million. GAAP operating income climbed 40% to $275 million, lifting the operating margin to 29.6% from 24.8%. That improvement was real, but the […]

Why Veeva Systems (VEEV) Stock Is Trading Up Today
StockStory27d agoneutral
Why Veeva Systems (VEEV) Stock Is Trading Up Today

Shares of life sciences cloud software provider Veeva Systems (NYSE:VEEV) jumped 17% in the afternoon session after the company reported second-quarter financial results that exceeded Wall Street expectations for revenue and adjusted earnings.

Veeva Systems (VEEV) Earnings Beat Puts Its Valuation Narrative Back In Focus
Simply Wall St.27d agobullish
Veeva Systems (VEEV) Earnings Beat Puts Its Valuation Narrative Back In Focus

What the latest earnings and guidance tell you about Veeva Systems Veeva Systems (VEEV) just reported quarterly results that came in ahead of analyst expectations and paired them with higher guidance, putting fresh attention on how its AI focused life sciences cloud products are performing. The company reported second quarter revenue of US$927.96 million compared with US$789.08 million a year earlier. Net income was US$273.43 million compared with US$200.31 million a year ago, with diluted...

VEEV Q2 Deep Dive: AI Expansion, CRM Wins, and Accelerating R&D Cloud Adoption
StockStory27d agobullish
VEEV Q2 Deep Dive: AI Expansion, CRM Wins, and Accelerating R&D Cloud Adoption

Life sciences cloud software provider Veeva Systems (NYSE:VEEV) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 17.6% year on year to $928 million. Guidance for next quarter’s revenue was better than expected at $933.5 million at the midpoint, 1.5% above analysts’ estimates. Its non-GAAP profit of $2.35 per share was 5.8% above analysts’ consensus estimates.

Veeva Systems Q2 Earnings Call Highlights
MarketBeat29d agoneutral
Veeva Systems Q2 Earnings Call Highlights

Veeva Systems (NYSE:VEEV) reported fiscal 2027 second-quarter revenue of $928 million and non-GAAP operating income of $416 million, with Chief Executive Officer Peter Gassner saying results exceeded the company’s guidance. Management highlighted record CRM performance, broad commercial-cloud moment

Veeva Systems’s (NYSE:VEEV) Q2 CY2026 Sales Top Estimates, Stock Soars
StockStory29d agobullish
Veeva Systems’s (NYSE:VEEV) Q2 CY2026 Sales Top Estimates, Stock Soars

Life sciences cloud software provider Veeva Systems (NYSE:VEEV) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 17.6% year on year to $928 million. Guidance for next quarter’s revenue was better than expected at $933.5 million at the midpoint, 1.5% above analysts’ estimates. Its non-GAAP profit of $2.35 per share was 5.8% above analysts’ consensus estimates.

Veeva (VEEV) Stock Fair Value Edges Higher As Analysts Weigh AI And CRM Risks
Simply Wall St.33d agoneutral
Veeva (VEEV) Stock Fair Value Edges Higher As Analysts Weigh AI And CRM Risks

The analyst derived fair value estimate for Veeva Systems has moved from US$245.48 to US$251.43 per share, signalling a modest reset in how the stock is being valued. This shift sits against a backdrop of mixed commentary, with some firms pointing to Q1 and Q2 execution, AI initiatives and CRM wins, while others focus on AI disruption risk, CRM competition and questions about the quality of recent upside. As you read on, you will see how to track these changing views and what to watch as the...

Will Eli Lilly’s Global Vault CRM Deal and Leadership Shift Change Veeva Systems’ (VEEV) Narrative?
Simply Wall St.33d agoneutral
Will Eli Lilly’s Global Vault CRM Deal and Leadership Shift Change Veeva Systems’ (VEEV) Narrative?

Veeva Systems recently secured Eli Lilly and Company’s commitment to deploy Veeva Vault CRM globally, while also announcing that President and Chief Customer Officer Thomas D. Schwenger will depart in October 2026, to be succeeded by Dan Rizzo as EVP of Sales, Consulting, and Services. These developments arrive as Wall Street analysts anticipate higher upcoming quarterly earnings and revenue for Veeva, highlighting how large client wins and leadership transitions could shape the company’s...

Veeva (VEEV) Stock Looks To Trade At A Premium Following A 34% Run
Simply Wall St.33d agoneutral
Veeva (VEEV) Stock Looks To Trade At A Premium Following A 34% Run

Veeva Systems has surged over the past month, yet its valuation checks are sending mixed signals, with an intrinsic value estimate based on a Discounted Cash Flow (DCF) model pointing to upside, while traditional market multiples look less generous. The stock is up 34.3% over the past month, which raises the bar for any new buyers looking for a clear margin of safety. Expectations around ongoing revenue growth and earnings strength, helped by new customer wins and contract renewals, can...

Veeva Systems (VEEV) Names Dan Rizzo EVP Of Sales Consulting And Services
Simply Wall St.33d agoneutral
Veeva Systems (VEEV) Names Dan Rizzo EVP Of Sales Consulting And Services

Veeva Systems (NYSE:VEEV) announced a leadership transition with Dan Rizzo appointed EVP, Sales, Consulting, and Services. Long-serving executive Thomas D. Schwenger is leaving Veeva to become CEO at a partner company. The changes affect oversight of Veeva's global sales, consulting, and services organization. This kind of leadership reshuffle is not unique to Veeva Systems, so it can be useful to compare it with other companies exposed to similar themes of management change and execution...