Veeva SystemsVEEV
About: Veeva is the global leading supplier of cloud-based software solutions for the life sciences industry. The company's best-of-breed offerings address operating and regulatory requirements for customers ranging from small, emerging biotechnology companies to departments of global pharmaceutical manufacturers. The company leverages its domain expertise to improve the efficiency and compliance of the underserved life sciences industry, displacing large, highly customized and dated enterprise resource planning systems that have limited flexibility. Its two main products are Veeva CRM, a customer relationship management platform for companies with a salesforce, and Veeva Vault, a content management platform that tackles various functions within any life sciences company.
Employees: 7,291
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
65% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 81
24% more call options, than puts
Call options by funds: $358M | Put options by funds: $289M
4% more funds holding
Funds holding: 939 [Q3] → 974 (+35) [Q4]
2.16% more ownership
Funds ownership: 77.57% [Q3] → 79.73% (+2.16%) [Q4]
7% more repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 330
3% more capital invested
Capital invested by funds: $26.4B [Q3] → $27.2B (+$876M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 16 [Q3] → 16 (+0) [Q4]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Piper Sandler Brent Bracelin 41% 1-year accuracy 51 / 125 met price target | 9%upside $255 | Overweight Maintained | 23 Apr 2025 |
Keybanc Sangita Jain 36% 1-year accuracy 17 / 47 met price target | 7%upside $250 | Overweight Maintained | 16 Apr 2025 |
JP Morgan Anne Samuel 50% 1-year accuracy 17 / 34 met price target | 7%upside $249 | Neutral Maintained | 20 Mar 2025 |
Scotiabank Allan Verkhovski 36% 1-year accuracy 5 / 14 met price target | 5%upside $245 | Sector Perform Maintained | 6 Mar 2025 |
Truist Securities Joe Meares 0 / 0 met price target | 7%downside $217 | Hold Maintained | 6 Mar 2025 |
Financial journalist opinion
Based on 22 articles about VEEV published over the past 30 days
