Veeva Systems

VEEV

Market cap $39.5B

The software sector has been a meaningful laggard this year, and Baird analysts say plenty of stocks are now on sale.

Veeva (VEEV) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Examine the evolution of Veeva's (VEEV) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

Veeva to deliver next generation customer engagement with agentic AI for Roche PLEASANTON, Calif. , Nov. 24, 2025 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) today announced that Roche Pharmaceuticals has chosen to extend its partnership with Veeva Systems by adopting Veeva Vault CRM.

Veeva Systems (VEEV) reported strong Q3 results, but slowing growth and declining ROIC raise concerns about its competitive edge and valuation. VEEV's robust balance sheet and industry specialization remain strengths, yet customer migration issues and weak guidance signal potential challenges ahead. Despite trading at a historically low PE multiple, the current valuation appears too high given projected revenue growth and margin pressures.

Markets were broadly higher on Friday as investors grew more confident following Thursday's sharp declines. Cava and WillScot Holdings were among the top gainers.

VEEV posts a Q3 earnings beat with stronger subscription growth and higher full-year guidance, highlighting continued momentum.

U.S. stock futures were higher this morning, with the Dow futures gaining around 200 points on Friday.

Earnings call commentary overshadows the software company's fiscal-year guidance boost.

Veeva Systems Inc. ( VEEV ) Q3 2026 Earnings Call November 20, 2025 5:00 PM EST Company Participants Gunnar Hansen - Director of Investor Relations Peter Gassner - Founder, CEO & Director Brian Van Wagener - Chief Financial Officer Paul Shawah - Executive Vice President of Strategy & Campaign Manager Conference Call Participants Saket Kalia - Barclays Bank PLC, Research Division Joseph Vruwink - Robert W. Baird & Co. Incorporated, Research Division Brian Peterson - Raymond James & Associates, Inc., Research Division Alexei Gogolev - JPMorgan Chase & Co, Research Division Hoi-Fung Wong - Oppenheimer & Co. Inc., Research Division Stanislav Berenshteyn - Wells Fargo Securities, LLC, Research Division Dylan Becker - William Blair & Company L.L.C.