Veeva Systems (VEEV)
NYSEHealth CareSoftware - ApplicationSnapshot 2026-09-04
$275.09-3.27%
Close 2026-09-04 · 1-day change
NYSEHealth CareSoftware - ApplicationSnapshot 2026-09-04
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 | 15.8% |
| Our one-year growth estimate | diamond | 13.6% |
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.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
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 2.2 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 119 industry peers · Company calendar date is not available
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: A smooth CEO change helps keep investor trust and company stability. It is key for operations.
Watch forDan Rizzo is now the CEO. He will not disrupt operations.
Also watch forThe change may cause problems. It could upset investors.
Why it matters: Updates on Veeva AI will show how the company is changing its products. This affects competition.
Supportive ifLook for news about new customers or successful uses of Veeva AI products.
Worry ifNo major updates or new customers for Veeva AI in the next quarter.
Why it matters: Getting new customers shows Veeva is strong and there is demand in the market.
Supportive ifVeeva adds more than 27 new Vault CRM customers in the next quarter.
Worry ifVeeva fails to add new customers or loses existing ones in Vault CRM.
Why it matters: Hitting or beating revenue goals shows strong demand and growth. It backs management's positive view.
Supportive ifTotal revenues were between $902 million and $905 million for Q2 2027.
Worry ifTotal revenues fall below $902 million for Q2 2027.
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 | ±$191 on $10,000 · ±1.9% | How much price usually moves either way. |
| Bad day | $390 loss on $10,000 · 3.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $5,055 loss on $10,000 · 50.5% | 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.
Why it matters: EPS guidance helps investors gauge profit potential. Strong EPS guidance can lead to positive market reactions.
Supportive ifWatch for management to raise non-GAAP EPS guidance for fiscal year 2027. This is above current expectations.
Worry ifWatch for management to lower non-GAAP EPS guidance for fiscal year 2027. This is below current expectations.
Why it matters: Meeting EPS goals shows strong profits and good operations. It gives investors confidence in finances.
Supportive ifNon-GAAP EPS reported between $2.21 and $2.22 for Q2 2027.
Worry ifNon-GAAP EPS falls below $2.21 for Q2 2027.
Why it matters: Successful rollout of Veeva AI could enhance product offerings and customer satisfaction. This is key for future growth.
Supportive ifVeeva AI expands to all Vault applications as planned in August 2026.
Worry ifVeeva AI rollout is delayed or fails to meet customer expectations.
Why it matters: Higher revenue guidance shows strong growth and good market conditions.
Supportive ifRevenue guidance raised above $3,645 million for fiscal year 2027.
Worry ifRevenue guidance remains at or below $3,635 million for fiscal year 2027.
Why it matters: Steady revenue growth each quarter shows strong demand and a good market position.
Supportive ifQuarterly revenue growth reported above 15% year over year.
Worry ifQuarterly revenue growth reported below 15% year over year.
Why it matters: A drop in sector growth could signal broader issues. It may affect Veeva's performance and outlook.
Worry ifSector revenue growth falls below its median of 10%.
Less concerning ifSector revenue growth remains above its median of 10%.
Why it matters: This guidance will test if Veeva can sustain its recent revenue growth momentum.
Supportive ifTotal revenue guidance for Q3 falls within the range of $932M to $935M.
Worry ifTotal revenue guidance for Q3 falls below $932M.
Why it matters: This guidance will show if Veeva can keep making money.
Supportive ifOperating income guidance for Q3 is between $417M and $420M.
Worry ifOperating income guidance for Q3 falls below $417M.
Why it matters: Strong subscription growth is key to Veeva's overall revenue health.
Supportive ifSubscription revenue growth exceeds 16% year over year in Q3.
Worry ifSubscription revenue growth falls below 16% year over year in Q3.
Why it matters: Progress on Veeva Falcon will show if the company is using AI well.
Supportive ifVeeva has started Veeva Falcon with at least five early users.
Worry ifNo news on Veeva Falcon's users or launches by year-end.