Veeva Systems (VEEV)
NYSEHealth CareSoftware - ApplicationSnapshot 2026-11-04
$310.63+2.45%
Close 2026-11-04 · 1-day change
NYSEHealth CareSoftware - ApplicationSnapshot 2026-11-04
QuarterlyIQ Insights · VEEV
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 27.2% |
| Our one-year growth estimate | diamond | 15.7% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 11.6 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 36 industry peers
VEEV — CEO transition
Dated 2026-08-20
President — Thomas D. Schwenger: The departure of the President and Chief Customer Officer is an orderly succession with a named successor (Dan Rizzo) and a clear transition plan, rather than a sudden loss of leadership.
Why it matters: More large customers and live deployments would show that Vault CRM is gaining ground. A slowdown would weaken that sign.
Supportive ifVeeva reports more than 180 Vault CRM customers live and adds new top 20 commitments beyond 12.
Worry ifVeeva reports fewer than 180 customers live or no new top 20 commitments.
Why it matters: Veeva guided to $932 million to $935 million for Q3. Results above that range would extend its recent growth and beat its own forecast.
Supportive ifOn November 19, Veeva reports Q3 revenue above $935 million.
Worry ifQ3 revenue is below $932 million.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$150 on $10,000 · ±1.5% | How much price usually moves either way. |
| Bad day | $377 loss on $10,000 · 3.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,937 loss on $10,000 · 49.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.