Added to YB: 2025-09-02
Pitch date: 2025-08-29
VEEV [neutral]
Veeva Systems Inc.
-15.83%
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
$265.26
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 Q2 2025 Earnings Analysis
VEEV (earnings update): Q2 rev $789M (+16.7% YoY) beat est by 2.8%, EPS $1.99 beat by 4.7%. Op margin 44.7% (+3.3pp YoY), FCF margin 29.4% (+16.1pp). Vault CRM gaining: 9/20 top pharma committed, 300 migrations pipeline. FY guide raised to $3.134-3.140B (+14.2%). Negatives: Net new ARR down 10.6% YoY, slow Compass adoption.
Read full article (6 min)