$VEEV

VEEVA SYSTEMS INC

0
1
0
$1.0M
Schwenger Thomas D.
100%
Med

Veeva to Release Fiscal 2027 Second Quarter Results on August 26, 2026

Veeva Systems (VEEV) will report fiscal 2027 second-quarter results for the period ended July 31, 2026 after market close on Aug. 26, 2026. The company will hold a conference call and webcast at 2:00 p.m. PT (5:00 p.m. ET) and post prepared remarks around 1:05 p.m. PT on its investor relations site.

Veeva Systems rises as investors build on strong guidance and AI product momentum

Veeva Systems shares rose 3.8% as investors reacted to the company’s fiscal Q1 results and raised outlook. According to Veeva, revenue increased 16% to about $883 million and non-GAAP EPS was $2.24. Veeva lifted fiscal 2027 revenue guidance to $3.635B-$3.645B and non-GAAP EPS to about $9.05, citing Vault CRM customer additions and AI momentum.

Veeva Systems Projects Revenue Up to $3.65B Ahead of Q2 Results

Veeva Systems (VEEV) is set to report fiscal Q2 2027 results. Analysts expect adjusted EPS of $1.62, up 28.6% from $1.26 a year earlier. For fiscal 2027, consensus calls for adjusted EPS of $6.65. After Q1 revenue rose 16% to $882.9M, Veeva raised full-year revenue guidance to $3.64B-$3.65B and adjusted EPS to about $9.05.

VEEV sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning VEEV (VEEVA SYSTEMS INC). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.

Recent VEEV coverage spans earnings, financial news and insider activity.

In the last 30 days, VEEV insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($1.0M). The most active reporter was Schwenger Thomas D., Pres. & Chief Customer Officer, with 1 filing. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.

What's driving VEEV

  • This is a scheduled earnings event that can drive volatility into Aug. 26 and shape near-term positioning around reported results and guidance.

    tradingview.com · Aug 5, 2026

  • Raised FY 2027 guidance plus continued Vault CRM and Vault AI momentum is a near-term positive catalyst for Veev’s valuation and sentiment.

    quiverquant.com · Jul 29, 2026

  • Raised full-year fiscal 2027 revenue and EPS outlook after beating Q1 guidance, setting expectations for the upcoming Q2 print.

    sekbernews.id · Jul 25, 2026

  • This is a routine insider open-market sale under a 10b5-1 plan, with limited direct signal for fundamentals.

    SEC EDGAR · Jul 20, 2026

  • VEEV’s rally is likely tied to sector read-through rather than a new VeeV disclosure.

    financialcontent.com · Jul 13, 2026

alphai scores every news story that mentions VEEV with an AI model for sentiment and relevance, and aggregates insider trades from VEEVA SYSTEMS INC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $VEEV

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$VEEVLow

Veeam Appoints Michelle Graff as Senior Vice President of Global Partners and Channel

Veeam Software announced it appointed Michelle Graff as SVP, Global Partners and Channel, to lead its worldwide partner ecosystem across channel, service providers, distribution, resellers and alliances. Veeam said she previously led global partner strategy at Commvault. The company cited 35,000 partners and aims to increase co-sell velocity and joint customer outcomes around data resilience and trusted AI.

Terry Smith capitulates to market pressure and overhauls Fundsmith

Terry Smith said in a half-year letter that Fundsmith Equity (GB00B41YBW71) has overhauled more than half its portfolio in 2026, amid momentum-led markets. The fund was down 2.9% in H1 2026 vs MSCI World up 11.2%. New buys include Legrand and Nextpower, plus AppLovin, GE Vernova, Mastercard, Netflix, Sage, TJX, TSMC, Uber, Veeva and Yum. Smith expects ~14% annual cash-flow growth.

Concerns On Competitive Dynamics Weigh on Veeva Systems (VEEV)

Brown Advisory’s Q1 2026 “Large-Cap Growth Strategy” investor letter said its strategy declined in Q1 2026 and trailed the Russell 1000 Growth Index, though relative performance improved later. It cited software weakness tied to AI disruption concerns and noted Veeva Systems (NYSE:VEEV) faced uncertainty on competitive dynamics in CRM. Brown Advisory exited Veeva and invested proceeds into Alnylam Pharmaceuticals.

$VEEVLow

Stifel Reiterates Buy Rating on Veeva Systems (VEEV)

Stifel reiterated a Buy rating on Veeva Systems (VEEV) and kept its $230 price target after Veeva’s acquisition of Copli, rebranded as Veeva Falcon MLR. Veeva said the agentic MLR solution could cut 70%+ of manual MLR labor in five years, and it launched a Veeva EHS application in its Quality Cloud.

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