AU · rank #8 · 2026-09-09
VEEV
NYSE · $45.21B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.689 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.22 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 23 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.153 |
| Analyst upside Consensus target $294.07 | +11.0% |
| Momentum acceleration 3-month minus 12-month momentum. | +65.51% |
| 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 a genuine fundamental re-rating rather than sentiment drift.
Material risks
- 1Large pharma customers (e.g., Roche, Pfizer) investing in proprietary data and CRM platforms could erode Veeva's installed-base stickiness—the one structural disqualifier that would break the moat thesis.
- 2The 57.6% analyst target dispersion is unusually wide for a consensus-upgrade story, suggesting meaningful disagreement on terminal growth assumptions that could cap realized upside versus the 11% headline gap.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.