Core Viewpoint - Analysts expect Veeva Systems to report quarterly earnings of $1.90 per share, reflecting a year-over-year increase of 17.3%, with revenues projected at $767.61 million, up 13.5% from the previous year [1] Earnings Estimates - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [2] Revenue Projections - Analysts forecast 'Revenues- Subscription services' to reach $649.25 million, indicating a year-over-year change of +15.7% [4] - 'Revenues- Professional services and other' are expected to be $118.36 million, reflecting a +3% change from the prior year [4] - 'Revenues- Professional services and other- Veeva R&D Solutions' is projected to reach $72.75 million, with a year-over-year change of +4.2% [4] - 'Revenues- Subscription services- Veeva R&D Solutions' is estimated at $342.74 million, showing a year-over-year change of +18.4% [5] - 'Revenues- Subscription services- Veeva Commercial Solutions' is expected to be $306.25 million, indicating a +12.7% change from the previous year [5] - 'Revenues- Professional services and other- Veeva Commercial Solutions' is projected at $45.59 million, reflecting a +1.2% change from the prior year [6] Gross Margin Estimates - The 'Non-GAAP Gross Margin- Professional Services and other' is expected to be 29.7%, down from 31.9% year-over-year [6] - The average prediction for 'Non-GAAP Gross Margin- Subscription services' is 86.8%, slightly up from 86.5% year-over-year [7] Stock Performance - Veeva shares have decreased by -3.1% over the past month, contrasting with a +1.1% increase in the Zacks S&P 500 composite [7]

Core Insights - Veeva Systems is hosting the Veeva R&D and Quality Summit on September 3-4, 2025, in Boston, featuring leaders from major biopharmaceutical companies like BeOne Medicines, Intercept Pharmaceuticals, Merck, and Pfizer to discuss advancements in clinical, regulatory, safety, and quality processes [1][5] Group 1: Event Highlights - The summit will showcase over 100 sessions focused on the latest advancements in life sciences, including strategies for accelerating development and manufacturing by connecting systems and processes [3] - Key topics include improving trial oversight and collaboration among sites, sponsors, and CROs [4] Group 2: Innovations and Technologies - Veeva will highlight its advancements in software, data, and business consulting, particularly the integration of Veeva AI into the Vault Platform, which provides secure access to data and workflows [2] - The event will feature discussions on how customers can leverage Veeva AI to create custom agents tailored to their needs [2] Group 3: Industry Engagement - The summit aims to foster an environment of openness where industry leaders can share experiences and ideas to expedite the delivery of medicines to patients [5] - More than 2,000 attendees are expected, all of whom are life sciences professionals [6] Group 4: Company Overview - Veeva Systems is recognized as a global leader in cloud software for the life sciences industry, serving over 1,000 customers, including large biopharmaceutical companies and emerging biotechs [7]

Company Performance - Veeva Systems closed at $279.18, with a daily increase of +1.36%, outperforming the S&P 500's gain of 0.32% [1] - The stock has decreased by 1.39% over the past month, underperforming the Medical sector's loss of 2.75% and the S&P 500's gain of 3.08% [1] Upcoming Earnings - The upcoming earnings report is scheduled for August 27, 2025, with projected EPS of $1.9, reflecting a 17.28% increase year-over-year [2] - Revenue is anticipated to be $767.61 million, indicating a 13.52% increase compared to the same quarter last year [2] Full Year Estimates - For the full year, earnings are expected to be $7.64 per share, marking a +15.76% change from the previous year [3] - Revenue for the year is projected at $3.1 billion, representing a +12.78% increase from last year [3] Analyst Estimates - Changes in analyst estimates are crucial as they reflect short-term business trends, with positive revisions indicating optimism about the business outlook [4] - The Zacks Rank system, which evaluates these estimate changes, currently ranks Veeva Systems at 2 (Buy) [6] Valuation Metrics - Veeva Systems has a Forward P/E ratio of 36.03, which is a premium compared to the industry average of 22.73 [7] - The company has a PEG ratio of 1.55, which is lower than the Medical Info Systems industry's average PEG ratio of 2.83 [7] Industry Ranking - The Medical Info Systems industry ranks in the top 30% of all industries, with a Zacks Industry Rank of 72 [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Core Insights - Veeva Systems Inc. (VEEV) is positioned for growth due to its strong product portfolio and solid first-quarter fiscal 2026 performance, despite concerns over rising operational costs [1][12]. Financial Performance - Veeva's shares have increased by 31.7% year-to-date, outperforming the industry growth of 19.9% and contrasting with the S&P 500's decline of 8.5% [2]. - The company has a market capitalization of $46.1 billion and anticipates a growth rate of 26.2% over the next five years, with a trailing four-quarter average earnings surprise of 10% [3]. Product and Service Developments - Veeva continues to drive the adoption of its next-gen Vault CRM, with 20 new customers, particularly from small and mid-sized biotech firms [5]. - The introduction of AI-driven innovations, such as CRM Voice Control and MLR Bot, aims to enhance efficiency and compliance [6]. - Veeva's Data Cloud solutions are gaining traction, with significant contracts and partnerships, including a long-term collaboration with Walgreens Boots Alliance [7][9]. Strategic Initiatives - The company has secured key deals, including Boehringer Ingelheim's migration to Veeva Vault CRM and partnerships to enhance generative AI capabilities [9]. - Veeva's first-quarter fiscal 2026 results exceeded expectations, driven by strong performance in subscription and professional services [10]. Cost Management - Operating costs have risen, with general and administrative expenses increasing by 12.3% year-over-year in the first quarter of fiscal 2026 [12]. - Total operating expenses increased by 9.4% year-over-year, with expectations for further increases due to employee compensation-related costs [13]. Future Outlook - The Zacks Consensus Estimate for fiscal 2026 earnings per share has increased by 3 cents to $7.64, with second-quarter revenue estimates indicating a 13.5% improvement year-over-year [14].

Nearly 70% say reducing manual processes is a key priority for working with sites About Veeva Systems Veeva is the global leader in cloud software for the life sciences industry. Committed to innovation, product excellence, and customer success, Veeva serves more than 1,000 customers, ranging from the world's largest biopharmaceutical companies to emerging biotechs. As a Public Benefit Corporation, Veeva is committed to balancing the interests of all stakeholders, including customers, employees, shareholder ...

Company Performance - Veeva Systems (VEEV) closed at $279.76, down 1.02% from the previous trading session, underperforming the S&P 500 which lost 0.08% [1] - Over the last month, VEEV shares decreased by 0.6%, outperforming the Medical sector's loss of 3.99% but lagging behind the S&P 500's gain of 1.21% [2] Upcoming Earnings - Veeva Systems is set to release its earnings report on August 27, 2025, with an expected EPS of $1.9, reflecting a 17.28% growth year-over-year [3] - The Zacks Consensus Estimate for revenue is projected at $767.61 million, indicating a 13.52% increase from the previous year [3] Full-Year Estimates - The full-year Zacks Consensus Estimates predict earnings of $7.64 per share and revenue of $3.1 billion, representing year-over-year changes of +15.76% and +12.78%, respectively [4] - Recent changes in analyst estimates for Veeva Systems may indicate shifting business trends, with positive revisions suggesting analyst optimism [4] Valuation Metrics - Veeva Systems has a Forward P/E ratio of 36.98, which is a premium compared to the industry average of 23.67 [7] - The company has a PEG ratio of 1.59, while the industry average PEG ratio is 2.66 [7] Industry Ranking - The Medical Info Systems industry, part of the Medical sector, holds a Zacks Industry Rank of 91, placing it in the top 37% of over 250 industries [8] - Strong individual industry groups, as measured by the Zacks Industry Rank, tend to outperform weaker groups by a factor of 2 to 1 [8]

Core Viewpoint - Veeva Systems (VEEV) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [3][5]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [3]. Business Improvement Indicators - The increase in earnings estimates and the Zacks rating upgrade for Veeva suggest an improvement in the company's underlying business, which could lead to higher stock prices [4][9]. - For the fiscal year ending January 2026, Veeva is expected to earn $7.64 per share, with a 4.1% increase in the Zacks Consensus Estimate over the past three months [7]. Zacks Rank System Overview - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [6][8]. - The upgrade of Veeva to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [9].

Core Insights - Philip Morris International (PM) has seen significant growth in its e-vapor brand VEEV, with shipment volumes more than doubling year over year in Q2 2025, reaching nearly 1.5 billion equivalent units in the first half of 2025, positioning VEEV as a key growth driver alongside IQOS and ZYN [1][9] Group 1: VEEV Brand Performance - VEEV is leading the closed pod market in six European countries, including Italy and Greece, driven by a profitability-focused rollout strategy that enhances consumer loyalty and repeat purchase rates [2][9] - The recent launch of VEEV inPRIME in the Czech Republic aims to improve user experience with enhanced flavor, larger vapor clouds, and extended battery life, reinforcing VEEV's premium positioning [3][9] - Early traction for VEEV in markets outside Europe, such as Indonesia, Canada, and Colombia, indicates its global growth potential, supported by PM's multi-category infrastructure [4][5] Group 2: Competitive Landscape - Altria Group is revamping its NJOY product line to re-enter the e-vapor market but faces regulatory challenges and patent litigation that may hinder its progress [6] - Turning Point Brands reported nearly 10x year-over-year growth in white nicotine pouch sales, generating $22.3 million in revenues in Q1 2025, and raised its full-year sales guidance to $80-$95 million, reflecting strong consumer demand [7] Group 3: Financial Performance and Estimates - PM's shares have declined by 10% in the past month, contrasting with the industry's decline of 2.9% [8] - PM's forward price-to-earnings ratio stands at 20.3X, higher than the industry's average of 14.7X [10] - The Zacks Consensus Estimate indicates year-over-year earnings growth of 14% for 2025 and 12% for 2026, with current estimates for 2025 earnings at $7.49 per share [11][12]

Core Insights - Veeva Systems (VEEV) is focusing on its Vault R&D platform for long-term growth, showing strong customer expansion and product adoption in clinical, regulatory, quality, and safety domains [1][6] - The company is evolving from a software vendor to a strategic infrastructure partner in drug development, leveraging deep relationships with top pharmaceutical clients and investments in domain-specific AI [1] Group 1: Market Dynamics - The competitive landscape is shifting with the emergence of AI-native challengers that offer new approaches to trial design and data workflows, posing a challenge to Veeva [2] - Veeva's integration of AI into its R&D suite is crucial as it competes with both traditional players and specialized platforms [2][6] Group 2: Peer Analysis - Dassault Systemes (DASTY) operates Medidata, which is enhancing its capabilities with AI tools for clinical trials, addressing similar challenges as Veeva [3] - Schrodinger Inc. (SDGR) is known for its AI-driven drug discovery platform, reflecting the demand for specialized tools in life sciences, which could complement Veeva's offerings [4] Group 3: Financial Performance - Veeva's shares have increased by 35.4% year-to-date, outperforming the industry growth of 10.7% [5] - The company trades at a forward price-to-sales ratio of 14.2, above the industry average, and has a Value Score of D [8] - The Zacks Consensus Estimate for VEEV's fiscal 2026 earnings indicates a 15.8% rise from the previous year [10]

Core Viewpoint - The article discusses the reliability of brokerage recommendations, particularly focusing on Veeva Systems (VEEV), and suggests that while the average brokerage recommendation indicates a favorable outlook, investors should be cautious and validate these recommendations with other analytical tools like the Zacks Rank [1][5][10]. Brokerage Recommendation Summary - Veeva currently has an average brokerage recommendation (ABR) of 1.97, which is between Strong Buy and Buy, based on recommendations from 27 brokerage firms [2]. - Out of the 27 recommendations, 14 are Strong Buy and 3 are Buy, accounting for 51.9% and 11.1% of all recommendations respectively [2]. Analysis of Brokerage Recommendations - The article highlights that brokerage recommendations may not effectively guide investors towards stocks with the highest potential for price appreciation, as there is often a positive bias due to the vested interests of brokerage firms [5][6]. - Research indicates that for every "Strong Sell" recommendation, there are five "Strong Buy" recommendations, suggesting a misalignment of interests between brokerage firms and retail investors [6][7]. Zacks Rank Overview - The Zacks Rank is presented as a more reliable indicator of a stock's near-term price performance, based on earnings estimate revisions rather than brokerage recommendations [8][11]. - The Zacks Rank is distinct from the ABR, as it is a quantitative model that reflects earnings estimate revisions and is updated more frequently, providing timely predictions of future stock prices [9][12]. Current Earnings Estimates for Veeva - The Zacks Consensus Estimate for Veeva's earnings for the current year remains unchanged at $7.64, indicating steady analyst views on the company's earnings prospects [13]. - Due to the recent changes in consensus estimates and other related factors, Veeva holds a Zacks Rank of 3 (Hold), suggesting a cautious approach despite the favorable ABR [14].