AU · rank #10 · 2026-09-10
VEEV
NYSE · $42.23B (USD)
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 1.506 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$0.22 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 23 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.172 |
| Analyst upside Consensus target $297.30 | +14.0% |
| Momentum acceleration 3-month minus 12-month momentum. | +64.73% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.88 |
| Gross margin TTM | +75.0% |
| 52w high | $310.50 |
| Market cap (USD) | $42.23B |
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 is a vertical cloud software provider serving life sciences companies with CRM, clinical, and regulatory workflow solutions underpinned by high-switching-cost, 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., Salesforce-backed competitors or in-house builds) developing proprietary CRM and data platforms could erode Veeva's sole-supplier position in commercial cloud, the core of the moat thesis.
- 2The 57.6% analyst target dispersion is unusually wide for a $42B mega-cap, suggesting meaningful disagreement on terminal growth assumptions that could compress multiples if biotech/pharma R&D budgets tighten.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.