Get emailed when VEEV changes direction
Mkt Cap $26B
P/E 29.1 fwd 16.0
52wk $148.05 - $310.50
3h ago
Insider selling: $15,492,499 sold by 17 insiders (30d)
Est. revisions:
+0.0%
(15 up, 2 down in 30d)
Factor Model (net +1.2)
Factor Model
net +1.2 2.1 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.9
Narrative Gap
+0.0
Veeva beats Q4, buys AI chat platform Ostro
Watch: Monitor contract wins and retention rates to gauge if AI investments effectively reduce customer churn and preserve market position.
Veeva beat Q4 revenue and EPS estimates with $836M revenue up 16% YoY and EPS of $2.06, topping forecasts. They acquired AI patient-doctor chat platform Ostro for ~$100M. Stifel reaffirmed Buy and $245 target, citing market leadership.
The Q4 beat and AI acquisition reinforce Veeva's strategy to sustain growth and counter competitive threats in life sciences CRM.
Evidence
Updated Thursday
Michael Burry buys the dip in Salesforce and other software stocks after AI-fueled sell-off
cnbc-finance
45d ago
Veeva Systems (VEEV) Retreated Following Management’s Competitive Losses Disclosure
yahoo-finance
Fundamentals & Data ▾
Veeva Systems Inc.
Healthcare · Health Information Services
Mkt Cap
$26B
P/E
29.1 fwd 16.0
Beta
1.10
52w Range
$148.05 - $310.50
Short Interest
5.1M 3.43%
Days to Cover
2.4 -8%
Technicals
downtrend
from 52w Hi
-2.8%
1w return
+6.8%
Insiders
selling
0B / 8S
EPS Estimate
$2.14
+0.0% 30d
15up / 2dn
Est. Dispersion
4%
26 analysts
Analyst Target
$267
$176 - $350
Options P/C
0.74
Insider Cluster
strong sell
0B / 6S
Fund Convergence
strong
Tiger Global, D.E. Shaw, Citadel, Two Sigma, Renaissance
Financials
Revenue
$836M +16% YoY
FCF
$107M
Gross Margin
74%
Op Margin
29%
Momentum:
accelerating
Top Holders
Tiger Global
$540M
D.E. Shaw
$295M
Citadel
$160M
Two Sigma
$48M
Renaissance
$24M
Recent Filings & Data
insider trade
91
net selling
· $15,492,499 sold
17 insiders · 91 transactions (30d)
Recent transactions
RITTER GORDON · other
HEDLEY MARY LYNNE · other
HUNG PRISCILLA C · other
HUNT NIMRATA K · other
WALLACH MATTHEW J · other
FADDIS JONATHAN W · other
SCHWENGER THOMAS D · other
VAN WAGENER BRIAN · other
KONDATH VIPIN · other
ZUPPAS ELENI NITSA A · other
SCHWENGER THOMAS D · sell · $200,000
CARGES MARK T · other
MOHR MARSHALL L · other
SEKHRI PAUL JAI · other
HEDLEY MARY LYNNE · other
HUNG PRISCILLA C · other
WALLACH MATTHEW J · other
CABRAL TIMOTHY S · other
RITTER GORDON · other
SCHWENGER THOMAS D · sell · $231,430
FADDIS JONATHAN W · other
SCHWENGER THOMAS D · other
VAN WAGENER BRIAN · other
KONDATH VIPIN · other
ZUPPAS ELENI NITSA A · other
SEKHRI PAUL JAI · other
MOHR MARSHALL L · other
SEKHRI PAUL JAI · other
HEDLEY MARY LYNNE · other
HUNG PRISCILLA C · other
WALLACH MATTHEW J · other
CABRAL TIMOTHY S · other
SCHWENGER THOMAS D · other
ZUPPAS ELENI NITSA A · sell · $1,839,694
ZUPPAS ELENI NITSA A · exercise · $812,940
FADDIS JONATHAN W · other
FADDIS JONATHAN W · sell · $214,646
FADDIS JONATHAN W · sell · $4,378,500
FADDIS JONATHAN W · exercise · $2,885,845
SCHWENGER THOMAS D · sell · $1,005,140
DIAMOND KRISTINE · other
FADDIS JONATHAN W · sell · $205,646
HUNG PRISCILLA C · sell · $97,308
FADDIS JONATHAN W · other
CABRAL TIMOTHY S · sell · $91,262
CARGES MARK T · other
MOHR MARSHALL L · other
SEKHRI PAUL JAI · other
HEDLEY MARY LYNNE · other
HUNG PRISCILLA C · other
HUNT NIMRATA K · other
WALLACH MATTHEW J · other
CABRAL TIMOTHY S · other
RITTER GORDON · other
SCHWENGER THOMAS D · sell · $308,324
FADDIS JONATHAN W · sell · $197,179
SCHWENGER THOMAS D · sell · $265,168
CABRAL TIMOTHY S · sell · $841,734
FADDIS JONATHAN W · sell · $178,019
FADDIS JONATHAN W · other
SCHWENGER THOMAS D · other
DIAMOND KRISTINE · other
VAN WAGENER BRIAN · other
ZUPPAS ELENI NITSA A · other
CARGES MARK T · other
MOHR MARSHALL L · other
SEKHRI PAUL JAI · other
HEDLEY MARY LYNNE · other
HUNG PRISCILLA C · other
HUNT NIMRATA K · other
WALLACH MATTHEW J · other
CABRAL TIMOTHY S · other
RITTER GORDON · other
DIAMOND KRISTINE · other
VAN WAGENER BRIAN · other
ZUPPAS ELENI NITSA A · other
CABRAL TIMOTHY S · other
FADDIS JONATHAN W · sell · $390,128
SCHWENGER THOMAS D · sell · $270,252
CABRAL TIMOTHY S · other
FADDIS JONATHAN W · sell · $470,600
EPSTEIN STACEY · other
CABRAL TIMOTHY S · sell · $2,764,931
CARGES MARK T · other
MOHR MARSHALL L · other
SEKHRI PAUL JAI · other
CABRAL TIMOTHY S · other
RITTER GORDON · other
MATEO ALAN V. · sell · $681,116
FADDIS JONATHAN W · sell · $746,297
HUNG PRISCILLA C · sell · $115,125
5 signals · latest 4h ago
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