$VEEV

Veeva Systems discloses EVP Rizzo’s shareholdings

Veeva Systems (VEEV) disclosed EVP Daniel J. Rizzo's shareholdings in a Form 3 filing. Rizzo holds 11,688 Class A shares, stock options with exercise prices ranging from $154.00 to $275.82, and restricted stock units (RSUs) vesting between 2026 and 2030. The filing details existing equity awards, not new transactions.

Original reporting
Published Sep 21, 2026, 8:47 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 21, 2026, 10:57 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefFinancial news
Primary signal
$VEEV
Neutral
high confidence
Mentioned
$VEEV
Relevance
4/10
AlphAI data visualization · based on stocktitan.net
Decision brief

The 30-second read

$VEEVNeutralLow
01

Why it matters

The filing confirms existing compensation packages but does not indicate any change in ownership, limiting trading relevance.

02

Market read

Primary disclosure of insider holdings with minimal market impact; primarily informational for compliance tracking.

03

What to watch

Potential future vesting events could increase insider alignment with shareholders over the next years.

Relevance 4/10Novelty 3/10Timing: filing date 2026-09-21

Background

SEC Form 3 filing required for new executive officers to report existing equity awards and holdings.

Company-level read

Ticker impact

$VEEVNeutralHigh confidence
Context

Form 3 filing discloses EVP Daniel Rizzo's existing stock options, RSUs and 11,688 shares of Veeva Systems.

Expected impact

minimal, likely no immediate movement

Evidence & confidence

The filing reports existing awards only; no change in ownership or market activity.

Market effects

None; Veeva operates in cloud‑based life‑sciences software, but insider holding disclosure does not affect sector trends.

None

Low

Counterpoint

Even small insider disclosures can signal confidence; however, no new acquisition suggests limited upside.

Key entities

  • Veeva Systems Inc.

    Provider of cloud‑based software for the life‑sciences industry.

  • Daniel J. Rizzo

    Executive Vice President, Sales, Consulting & Services at Veeva.

Related articles

$VEEVMed

CFRA upgrades Veeva Systems (VEEV) to a Buy

CFRA upgraded Veeva Systems (VEEV) to Buy with a new price target. The consensus rating is Moderate Buy with an average target of $293.57. Veeva reported Q2 revenue of $927.96M and net profit of $273.43M, up from $789.08M and $200.31M last year. Insider sentiment is negative, with 63 insiders selling shares.

$VEEVHighAI 8/10

Michael Burry Remains Bullish on Veeva but Trimmed His Position. What This Means for VEEV Stock.

Veeva Systems reported a 37% increase in net income to $273.4M and raised fiscal 2027 revenue guidance to $3.682B-$3.687B. Michael Burry trimmed his position but remains bullish, citing the company's intrinsic value and growth potential. Analysts expect Q3 EPS of $1.68 and have raised price targets, with a consensus 'Moderate Buy' rating and $292.52 average target.

$VEEVMedAI 8/10

Veeva Rises on Sales and Margin Gains, Guidance Raise

Veeva Systems (VEEV) reported Q2 fiscal 2027 revenue of $928M, up 18% YoY, with non-GAAP operating income of $415.9M. The company raised guidance to $3.687B in revenue and $9.21 in non-GAAP EPS. VEEV shares have risen 25% YTD, supported by strong institutional demand and robust fundamentals, including 3-year sales and EPS growth rates of 14.1% and 21.6%, respectively.

$VEEVHighAI 8/10

Watch Veeva, CrowdStrike, and More

Veeva Systems (VEEV) reported Q2 non-GAAP EPS of $2.35, revenue growth of 17.6% Y/Y to $928M, and raised its Q3 revenue forecast. CrowdStrike (CRWD) posted 25.6% Y/Y revenue growth to $1.47B. Dycom Industries (DY) fell 11.6% despite 45.6% Y/Y revenue growth to $2.01B due to segment pressures and higher costs.

$VEEVHighAI 8/10

Veeva (VEEV) Q2 2027 Earnings Call Transcript

Veeva Systems (VEEV) reported Q2 2027 revenues of $928.0 million, up 18% YoY, driven by growth in commercial and R&D segments. Subscription revenues rose 16% to $766.8 million. Non-GAAP operating income was $415.9 million, with a 44.8% margin. The company raised FY 2027 revenue guidance to $3.682B-$3.687B and EPS guidance to $9.21. Management highlighted strong adoption of Vault CRM and Data Cloud solutions, with 12 top 20 biopharmas committed to Vault CRM. Risks include the launch of the new Fa