VEEV

VEEVA SYSTEMS INC

NYSE · Services-Prepackaged Software · Inc. DE · CIK 0001393052

$172.61 -3.35% $29.1B

High Impact Filing (7/10)

Vol

Market Cap$29.1B

Cap SizeLarge Cap

Analyst ConsensusStrong Buy (72%)

Inst. Holders9 funds

Inst. Value$6.0B

Inst. Activity2 buys / 1 sells

Insider Activity0B / 3S

Insider Net $-$431.9K

Reddit Sentiment63° Warm

SEC Reports4

Exchange NYSE·Sector Services-Prepackaged Software·Inc. DE·CIK 0001393052·Prev Close $178.60

Recent Activity

Jun 5, 2026 SEC

Veeva reported FQ1 2027 results that exceeded guidance on all metrics: total revenue of $882.9M (+16% YoY) and GAAP dilu

8-K — Impact 7/10

Jun 4, 2026 short_volume

Short Volume: VEEV — 58.9% short (0.9M / 1.5M)

Short: 891,105 | Exempt: 2,120 | TRF Vol: 1,512,761 | Short Ratio: 58.9% | Off-exchange volume (dark

Jun 1, 2026 Insider

Cabral Timothy S sold 262 shares

Director @ $0.00 ($0.00)

Jun 1, 2026 Insider

Cabral Timothy S sold 262 shares

Director @ $0.00 ($0.00)

Jun 1, 2026 Insider

Carges Mark T sold 271 shares

Director @ $0.00 ($0.00)

May 4, 2026 SEC

Veeva Systems filed a DEFA14A (additional definitive proxy soliciting materials) on May 4, 2026, following a prior 8-K a

DEFA14A — Impact 3/10

Apr 20, 2026 SEC

Veeva Systems announced that Josh Faddis will retire as Senior Vice President and General Counsel effective November 1,

8-K — Impact 3/10

Inst.

NORGES BANK — NEW

1,489,103 shares ($332.4M)

Price Targets

$262.68 +52.2% upside Strong Buy

Current $172.61 Low $176.00 Median $266.00 High $350.00 28 analysts

$176.00 $350.00

Analyst Ratings

Buy72% buy · 36 analysts

9Strong Buy

17Buy

9Hold

1Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
Jun 4, 2026	Citigroup	MAINTAIN	Neutral → Neutral
Jun 4, 2026	Mizuho	MAINTAIN	Outperform → Outperform
Jun 4, 2026	Goldman Sachs	MAINTAIN	Sell → Sell
Jun 4, 2026	Oppenheimer	REITERATE	Outperform → Outperform
Jun 4, 2026	Canaccord Genuity	MAINTAIN	Hold → Hold

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$2.24 ▲ +2.4%	$2.21 — $2.27	12% YoY	6
Next Q	$2.29 ▲ +1.4%	$2.23 — $2.33	12% YoY	6
Current FY	$8.87	$8.85 — $8.96	9% YoY	19
Next FY	$9.88	$9.12 — $10.29	11% YoY	27

Latest Reports

BULLISH 8-K 7/10

Veeva reported FQ1 2027 results that exceeded guidance on all metrics: total revenue of $882.9M (+16% YoY) and GAAP dilu

Jun 5, 2026

NEUTRAL DEFA14A 3/10

Veeva Systems filed a DEFA14A (additional definitive proxy soliciting materials) on May 4, 2026, following a prior 8-K a

May 4, 2026

Top Institutional Holders

Fund	Value	Move
VANGUARD GROUP INC	$3.4B	—
FMR LLC	$1.2B	ADD
BANK OF AMERICA CORP	$336.4M	—
NORGES BANK	$332.4M	NEW
MORGAN STANLEY	$319.6M	—

Recent Insider Trades

Date	Insider	Type	Value
Jun 1, 2026	Cabral Timothy	M	$0.00
Jun 1, 2026	Cabral Timothy	M	$0.00
Jun 1, 2026	Carges Mark	M	$0.00
Jun 1, 2026	Carges Mark	M	$0.00
Jun 1, 2026	Hung Priscilla	M	$0.00

Reddit Sentiment

63°

Warm

Bearish Neutral Bullish

4 mentions 2 bullish 0 bearish

9 institutional holders with $6.0B total value (26,914,214 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, BANK. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#	Fund	Shares	Value	% of Tracked	Last Move
1	VANGUARD GROUP INC	15,368,868	$3.4B	57.1%	—
2	FMR LLC	5,510,551	$1.2B	20.5%	ADD +76.6%
3	BANK OF AMERICA CORP /DE/	1,507,011	$336.4M	5.6%	—
4	NORGES BANK	1,489,103	$332.4M	5.5%	NEW
5	MORGAN STANLEY	1,431,519	$319.6M	5.3%	—
6	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	793,099	$177.0M	2.9%	NEW
7	TWO SIGMA INVESTMENTS, LP	403,472	$90.1M	1.5%	ADD +26.8%
8	WELLS FARGO & COMPANY/MN	300,951	$67.2M	1.1%	—
9	RENAISSANCE TECHNOLOGIES LLC	109,640	$24.5M	0.4%	TRIM -41.7%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
NORGES BANK	NEW	—	1,489,103	—	$332.4M	2025-Q4
TWO SIGMA INVESTMENTS, LP	ADD	318,257	403,472	+26.8%	$90.1M	2025-Q4
RENAISSANCE TECHNOLOGIES LLC	TRIM	188,000	109,640	-41.7%	$24.5M	2025-Q4
TWO SIGMA INVESTMENTS, LP	TRIM	714,810	318,257	-55.5%	$94.8M	2025-Q3
RENAISSANCE TECHNOLOGIES LLC	TRIM	512,600	188,000	-63.3%	$56.0M	2025-Q3
NORGES BANK	EXIT	1,334,345	0	-100.0%	$0.00	2025-Q3
NORGES BANK	NEW	—	1,334,345	—	$384.3M	2025-Q2
TWO SIGMA INVESTMENTS, LP	ADD	498,807	714,810	+43.3%	$205.9M	2025-Q2
RENAISSANCE TECHNOLOGIES LLC	DOUBLED	57,600	512,600	+789.9%	$147.6M	2025-Q2
FMR LLC	ADD	3,213,360	5,675,836	+76.6%	$1.3B	2025-Q1
UBS Group AG	ADD	404,306	672,821	+66.4%	$155.8M	2025-Q1
TWO SIGMA INVESTMENTS, LP	ADD	344,540	498,807	+44.8%	$115.5M	2025-Q1
CITADEL ADVISORS LLC	TRIM	743,685	397,248	-46.6%	$92.0M	2025-Q1
RENAISSANCE TECHNOLOGIES LLC	TRIM	201,200	57,600	-71.4%	$13.3M	2025-Q1
NORGES BANK	EXIT	1,402,070	0	-100.0%	$0.00	2025-Q1
CITADEL ADVISORS LLC	ADD	576,016	743,685	+29.1%	$156.4M	2024-Q4
UBS Group AG	ADD	256,809	404,306	+57.4%	$85.0M	2024-Q4
RENAISSANCE TECHNOLOGIES LLC	DOUBLED	79,200	201,200	+154.0%	$42.3M	2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	NEW	—	681,807	—	$143.1M	2024-Q3

13 unique insiders with 3 transactions. Net insider value: -$431.9K ($0.00 bought, $431.9K sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 1, 2026	Cabral Timothy S	Director	M	262	$0.00	$0.00
Jun 1, 2026	Cabral Timothy S	Director	M	262	$0.00	$0.00
Jun 1, 2026	Carges Mark T	Director	M	271	$0.00	$0.00
Jun 1, 2026	Carges Mark T	Director	M	271	$0.00	$0.00
Jun 1, 2026	Hung Priscilla	Director	M	262	$0.00	$0.00
Jun 1, 2026	Hedley Mary Lynne	Director	M	262	$0.00	$0.00
Jun 1, 2026	Hung Priscilla	Director	M	262	$0.00	$0.00
Jun 1, 2026	Hedley Mary Lynne	Director	M	262	$0.00	$0.00
Jun 1, 2026	Wallach Matthew J	Director	M	253	$0.00	$0.00
Jun 1, 2026	Wallach Matthew J	Director	M	253	$0.00	$0.00
Jun 1, 2026	MOHR MARSHALL	Director	M	289	$0.00	$0.00
Jun 1, 2026	SEKHRI PAUL J	Director	M	253	$0.00	$0.00
Jun 1, 2026	MOHR MARSHALL	Director	M	289	$0.00	$0.00
Jun 1, 2026	SEKHRI PAUL J	Director	M	253	$0.00	$0.00
Jun 1, 2026	Ritter Gordon	Director	M	298	$0.00	$0.00
Jun 1, 2026	Ritter Gordon	Director	M	298	$0.00	$0.00
Apr 30, 2026	Hung Priscilla	Director	SELL	750	$155.64	$116.7K
Apr 10, 2026	Hung Priscilla	Director	SELL	750	$153.50	$115.1K
Apr 7, 2026	Faddis Jonathan	SVP, Gen. Counsel, Secretary	A	0	$0.00	$0.00
Apr 7, 2026	Kondath Vipin	Chief Accounting Officer	A	0	$0.00	$0.00
Apr 7, 2026	Schwenger Thomas D.	Pres. & Chief Customer Officer	A	0	$0.00	$0.00
Apr 7, 2026	Van Wagener Brian	Chief Financial Officer	A	0	$0.00	$0.00
Apr 7, 2026	Zuppas Eleni Nitsa	President & Chief of Staff	A	0	$0.00	$0.00
Apr 1, 2026	Zuppas Eleni Nitsa	President & Chief of Staff	M	7,500	$0.00	$0.00
Apr 1, 2026	Faddis Jonathan	SVP, Gen. Counsel, Secretary	M	7,500	$0.00	$0.00
Apr 1, 2026	Faddis Jonathan	SVP, Gen. Counsel, Secretary	M	7,500	$0.00	$0.00
Apr 1, 2026	Faddis Jonathan	SVP, Gen. Counsel, Secretary	F	3,370	$172.74	$582.1K
Apr 1, 2026	Zuppas Eleni Nitsa	President & Chief of Staff	F	3,464	$172.74	$598.4K
Apr 1, 2026	Zuppas Eleni Nitsa	President & Chief of Staff	M	7,500	$0.00	$0.00
Apr 1, 2026	Kondath Vipin	Chief Accounting Officer	F	914	$172.74	$157.9K
Apr 1, 2026	Kondath Vipin	Chief Accounting Officer	M	2,500	$0.00	$0.00
Apr 1, 2026	Schwenger Thomas D.	Pres. & Chief Customer Officer	M	2,043	$0.00	$0.00
Apr 1, 2026	Van Wagener Brian	Chief Financial Officer	M	872	$0.00	$0.00
Apr 1, 2026	Kondath Vipin	Chief Accounting Officer	M	2,500	$0.00	$0.00
Apr 1, 2026	Schwenger Thomas D.	Pres. & Chief Customer Officer	M	2,043	$0.00	$0.00
Apr 1, 2026	Schwenger Thomas D.	Pres. & Chief Customer Officer	F	588	$172.74	$101.6K
Apr 1, 2026	Van Wagener Brian	Chief Financial Officer	M	872	$0.00	$0.00
Apr 1, 2026	Van Wagener Brian	Chief Financial Officer	F	370	$172.74	$63.9K
Mar 5, 2026	Schwenger Thomas D.	Pres. & Chief Customer Officer	SELL	1,000	$200.00	$200.0K
Mar 1, 2026	Hedley Mary Lynne	Director	M	262	$0.00	$0.00
Mar 1, 2026	MOHR MARSHALL	Director	M	288	$0.00	$0.00
Mar 1, 2026	Carges Mark T	Director	M	271	$0.00	$0.00
Mar 1, 2026	Carges Mark T	Director	M	271	$0.00	$0.00
Mar 1, 2026	Ritter Gordon	Director	M	297	$0.00	$0.00
Mar 1, 2026	SEKHRI PAUL J	Director	M	253	$0.00	$0.00
Mar 1, 2026	Wallach Matthew J	Director	M	253	$0.00	$0.00
Mar 1, 2026	Wallach Matthew J	Director	M	253	$0.00	$0.00
Mar 1, 2026	Hung Priscilla	Director	M	262	$0.00	$0.00
Mar 1, 2026	Hung Priscilla	Director	M	262	$0.00	$0.00
Mar 1, 2026	Hedley Mary Lynne	Director	M	262	$0.00	$0.00

4 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 5.3/10.

BULLISH 8-K 7/10

Veeva reported FQ1 2027 results that exceeded guidance on all metrics: total revenue of $882.9M (+16

Jun 5, 2026

NEUTRAL DEFA14A 3/10

Veeva Systems filed a DEFA14A (additional definitive proxy soliciting materials) on May 4, 2026, fol

May 4, 2026

NEUTRAL 8-K 3/10

Veeva Systems announced that Josh Faddis will retire as Senior Vice President and General Counsel ef

Apr 20, 2026

BULLISH 8-K 8/10

Veeva Systems reported strong fiscal year 2026 results with $3.195 billion in revenue, up 16% year-o

Mar 4, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (72% buy). Based on 36 analysts: 9 strong buy, 17 buy, 9 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$262.68 mean target +52.2% upside Strong Buy (1.90)

$176.00 Low $350.00 High

Metric	Value
Current Price	$172.61
Target Low	$176.00
Target Mean	$262.68
Target Median	$266.00
Target High	$350.00
# Analysts	28
Recommendation	Strong Buy (1.90)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-07-31	$2.24	$2.21	$2.27	12.5%	+2.4%	0↑ 1↓	$0.9B	12.6%	6
Next Q 2026-10-31	$2.29	$2.23	$2.33	12.1%	+1.4%	0↑ 1↓	$0.9B	12.6%	6
Current FY 2027-01-31	$8.87	$8.85	$8.96	9.4%	+0.2%	0↑ 1↓	$3.6B	12.7%	19
Next FY 2028-01-31	$9.88	$9.12	$10.29	11.5%	-0.0%	0↑ 1↓	$4.0B	12.2%	27

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$2.238
7d ago	$2.185	+0.053
30d ago	$2.185	+0.053
60d ago	$2.185	+0.053
90d ago	$2.184	+0.054

21 analyst firms have rated this stock: 1 upgrades, 2 downgrades, 0 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
Jun 4, 2026	Citigroup	MAINTAIN	Neutral	Neutral
Jun 4, 2026	Mizuho	MAINTAIN	Outperform	Outperform
Jun 4, 2026	Goldman Sachs	MAINTAIN	Sell	Sell
Jun 4, 2026	Oppenheimer	REITERATE	Outperform	Outperform
Jun 4, 2026	Canaccord Genuity	MAINTAIN	Hold	Hold
Jun 4, 2026	Stifel	MAINTAIN	Buy	Buy
Jun 4, 2026	Evercore ISI Group	MAINTAIN	In-Line	In-Line
Jun 4, 2026	UBS	MAINTAIN	Neutral	Neutral
Jun 4, 2026	RBC Capital	REITERATE	Outperform	Outperform
Jun 4, 2026	BMO Capital	MAINTAIN	Market Perform	Market Perform
Jun 4, 2026	Wells Fargo	MAINTAIN	Overweight	Overweight
Jun 4, 2026	Barclays	MAINTAIN	Overweight	Overweight
Jun 4, 2026	Baird	MAINTAIN	Outperform	Outperform
Jun 4, 2026	BTIG	REITERATE	Buy	Buy
Jun 4, 2026	Needham	REITERATE	Buy	Buy
Jun 4, 2026	Piper Sandler	MAINTAIN	Overweight	Overweight
May 18, 2026	Oppenheimer	MAINTAIN	Outperform	Outperform
Apr 10, 2026	Citigroup	DOWNGRADE	Buy	Neutral
Mar 9, 2026	Citigroup	MAINTAIN	Buy	Buy
Mar 5, 2026	Canaccord Genuity	MAINTAIN	Hold	Hold
Mar 5, 2026	TD Cowen	MAINTAIN	Buy	Buy
Mar 5, 2026	Wells Fargo	MAINTAIN	Overweight	Overweight
Mar 5, 2026	Stifel	MAINTAIN	Buy	Buy
Mar 5, 2026	Truist Securities	REITERATE	Buy	Buy
Mar 5, 2026	RBC Capital	MAINTAIN	Outperform	Outperform
Mar 5, 2026	UBS	MAINTAIN	Neutral	Neutral
Mar 5, 2026	Evercore ISI Group	MAINTAIN	In-Line	In-Line
Mar 5, 2026	Morgan Stanley	MAINTAIN	Equal-Weight	Equal-Weight
Mar 5, 2026	Needham	MAINTAIN	Buy	Buy
Mar 5, 2026	Piper Sandler	MAINTAIN	Overweight	Overweight
Feb 26, 2026	Stifel	MAINTAIN	Buy	Buy
Feb 25, 2026	Barclays	MAINTAIN	Overweight	Overweight
Feb 24, 2026	Oppenheimer	MAINTAIN	Outperform	Outperform
Feb 20, 2026	JP Morgan	MAINTAIN	Overweight	Overweight
Feb 20, 2026	UBS	MAINTAIN	Neutral	Neutral
Feb 17, 2026	Morgan Stanley	UPGRADE	Underweight	Equal-Weight
Dec 12, 2025	Keybanc	DOWNGRADE	Overweight	Sector Weight

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Sell	Buy %
Jun 1, 2026	9	17	9	1	72%
May 1, 2026	10	18	9	1	74%
Apr 1, 2026	11	18	9	1	74%
Mar 1, 2026	11	18	9	1	74%
Feb 1, 2026	11	17	9	2	72%
Jan 1, 2026	11	16	10	2	69%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

63°

Warm

Bearish Neutral Bullish

4 mentions 2 bullish 0 bearish 4 time periods

Reddit Sentiment History

Date	Mentions	Sentiment	Bullish	Threads
Jun 2, 2026	1	50° Neutral	0	1
Jun 2, 2026	1	50° Neutral	0	1
Apr 10, 2026	1	60° Warm	1	1
Apr 10, 2026	1	60° Warm	1	1

Recent Reddit Threads

r/stocks Bullish 1mo ago

VEEV looks oversold on both technicals and valuation. Thoughts?

▲ 1 💬 1 ⚡ 0.5

r/wallstreetbets Neutral 3d 5h ago

Anyone Play VEEV earning?

▲ 1 💬 0 ⚡ 0.5

Jun 4, 2026

short_volume

Short Volume: VEEV — 58.9% short (0.9M / 1.5M)

Short: 891,105 | Exempt: 2,120 | TRF Vol: 1,512,761 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)

Jun 3, 2026

earnings_calendar

VEEV Q1 2027 Earnings After Market Close — 2026-06-03

Jun 3, 2026

short_volume

Short Volume: VEEV — 68.9% short (1.1M / 1.6M)

Short: 1,083,242 | Exempt: 1,307 | TRF Vol: 1,571,130 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)

May 29, 2026

short_volume

Short Volume: VEEV — 74.3% short (1.3M / 1.7M)

Short: 1,271,742 | Exempt: 1,315 | TRF Vol: 1,710,757 | Short Ratio: 74.3% | Off-exchange volume (dark pool + OTC)

May 28, 2026

short_volume

Short Volume: VEEV — 70.2% short (0.5M / 0.7M)

Short: 484,627 | Exempt: 448 | TRF Vol: 690,163 | Short Ratio: 70.2% | Off-exchange volume (dark pool + OTC)

May 27, 2026

short_volume

Short Volume: VEEV — 67.3% short (0.5M / 0.8M)

Short: 521,376 | Exempt: 196 | TRF Vol: 775,182 | Short Ratio: 67.3% | Off-exchange volume (dark pool + OTC)

May 21, 2026

short_volume

Short Volume: VEEV — 61.0% short (0.5M / 0.8M)

Short: 503,596 | Exempt: 139 | TRF Vol: 825,188 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)

May 20, 2026

short_volume

Short Volume: VEEV — 58.4% short (0.4M / 0.6M)

Short: 372,733 | Exempt: 2,767 | TRF Vol: 638,445 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)

May 15, 2026

short_volume

Short Volume: VEEV — 70.7% short (0.6M / 0.8M)

Short: 552,572 | Exempt: 780 | TRF Vol: 781,769 | Short Ratio: 70.7% | Off-exchange volume (dark pool + OTC)

May 14, 2026

short_volume

Short Volume: VEEV — 65.4% short (0.4M / 0.7M)

Short: 425,490 | Exempt: 311 | TRF Vol: 650,366 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)

May 11, 2026

dark_pool

Dark Pool: VEEV — 2.9M shares, 71,851 trades

Week starting 2026-05-11. Total ATS volume: 2,933,701 shares across 71,851 trades.

May 7, 2026

short_volume

Short Volume: VEEV — 58.4% short (0.9M / 1.5M)

Short: 869,768 | Exempt: 153 | TRF Vol: 1,488,651 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)

May 7, 2026

short_interest

FTD: VEEV — 4,911 shares ($0.8M) failed to deliver

Settlement: 20260507, Price: $167.35, FTD Value: $821,855.85, VEEVA SYSTEMS INC CL A COM

May 6, 2026

short_volume

Short Volume: VEEV — 74.0% short (1.8M / 2.4M)

Short: 1,810,531 | Exempt: 1,325 | TRF Vol: 2,447,256 | Short Ratio: 74.0% | Off-exchange volume (dark pool + OTC)

May 5, 2026

short_volume

Short Volume: VEEV — 63.5% short (1.2M / 1.9M)

Short: 1,174,997 | Exempt: 634 | TRF Vol: 1,850,885 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)