AU · rank #12 · 2026-09-08
VEEV
NYSE · $45.21B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.314 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.21 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 23 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.186 |
| Analyst upside Consensus target $294.07 | +6.9% |
| Momentum acceleration 3-month minus 12-month momentum. | +68.66% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.88 |
| Gross margin TTM | +75.0% |
| 52w high | $310.50 |
| Market cap (USD) | $45.21B |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Veeva Systems provides mission-critical vertical cloud software—CRM, clinical, and regulatory workflows—exclusively to life sciences companies under multi-year subscription contracts.
Rationale
With 19 analyst target raises in 30 days, 100% revision agreement, a 5.77% earnings beat, and 18% revenue growth beating prior guidance, the analyst-upside signal reflects genuine fundamental re-rating momentum rather than sentiment drift.
Material risks
- 1Large pharma customers (e.g., Roche, Pfizer) investing in proprietary data platforms could gradually disintermediate Veeva's CRM and data-cloud offerings, eroding the switching-cost moat that underpins the subscription renewal thesis.
- 2At 57.6% target price dispersion across 26 analysts, the wide range of fair-value estimates signals meaningful disagreement on long-term growth durability, limiting conviction on the 6.9% consensus upside as a reliable anchor.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.