Added to YB: 2025-06-02
Pitch date: 2025-05-29
VEEV [neutral]
Veeva Systems Inc.
-19.36%
current return
Author Info
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Company Info
Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America.
Market Cap
$37.7B
Pitch Price
$276.87
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.89
P/E
44.67
EV/Sales
10.10
Sector
Health Care Technology
Category
growth
Veeva Systems Q1 2025 Earnings Analysis
VEEV (earnings update): Q1 rev $759M (+16.7% YoY), beat est by 4.3%; EPS $1.97 beat by 13.2%. Vault CRM >80 customers live, targeting 200 by FY27. Crossix growing 30%+ YoY. Guidance raised: FY26 $3.09-3.10B (+12.7%). Concerns: op margin -9.3ppts to 30.8%; EDC adoption slow; macro risks (drug pricing, tariffs).
Read full article (8 min)