Veeva Systems (VEEV)

• Market cap: $45.8B
• 1 day: 1.74%
• 5 days: 0.72%
• 1 month: -0.97%
• 3 months: -0.73%
• 6 months: 18.16%
• Year to date: 32.67%
• 1 year: 29.65%
• 5 years: 5.07%
• 10 years: 953.83%
• Sector: Healthcare
• Industry: Health Information Services

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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

131% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 75

78% more call options, than puts

Call options by funds: $522M | Put options by funds: $293M

30% more capital invested

Capital invested by funds: $30.9B [Q1] → $40.2B (+$9.35B) [Q2]

27% more funds holding in top 10

Funds holding in top 10: 22 [Q1] → 28 (+6) [Q2]

8% more funds holding

Funds holding: 1,011 [Q1] → 1,094 (+83) [Q2]

3.53% more ownership

Funds ownership: 81.97% [Q1] → 85.5% (+3.53%) [Q2]

9% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 366

Research analyst outlook

18 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $222
• Avg. target: $318
• High target: $355

18 analyst ratings

• positive: 12 67%
• neutral: 5 28%
• negative: 1 6%

JP Morgan Alexei Gogolev	$330	Overweight Upgraded	8 Sep 2025
Mizuho Steven Valiquette	$325	Outperform Maintained	29 Aug 2025
Citigroup Tyler Radke	$349	Buy Maintained	28 Aug 2025
JP Morgan Anne Samuel	$290	Neutral Maintained	28 Aug 2025
Canaccord Genuity David Hynes	$300	Hold Maintained	28 Aug 2025