Veeva Systems (NYSE:VEEV) Stock Price Expected to Rise, Morgan Stanley Analyst Says

Key Points

• Morgan Stanley raised its price target to $215 (from $205) with an "equal weight" rating, implying roughly a 14.3% upside from the stock's current price.
• Veeva beat Q4 estimates with $835.95M revenue (+16% YoY) and $2.06 EPS, and issued strong forward guidance (FY‑27 EPS ~8.85; Q1 EPS 2.13–2.14), underpinning the bullish near‑term outlook.
• The board approved a $2.0 billion share buyback (~5.5% of shares) and analysts remain mostly positive (consensus target $287.67: 18 Buys, 7 Holds, 1 Sell), though some analysts trimmed forecasts and competitive/CRM risks could add volatility.

Veeva Systems (NYSE:VEEV - Get Free Report) had its price objective hoisted by Morgan Stanley from $205.00 to $215.00 in a research note issued on Thursday,Benzinga reports. The firm currently has an "equal weight" rating on the technology company's stock. Morgan Stanley's price objective suggests a potential upside of 14.31% from the stock's current price.

Other equities research analysts also recently issued research reports about the stock. Canaccord Genuity Group reissued a "buy" rating on shares of Veeva Systems in a research report on Tuesday, November 25th. BMO Capital Markets began coverage on Veeva Systems in a research report on Thursday, November 13th. They set a "market perform" rating and a $300.00 price objective on the stock. Jefferies Financial Group reaffirmed a "buy" rating and set a $330.00 price target on shares of Veeva Systems in a report on Monday, November 24th. Barclays reduced their price objective on shares of Veeva Systems from $305.00 to $250.00 and set an "overweight" rating for the company in a research note on Wednesday, February 25th. Finally, Oppenheimer lowered their target price on shares of Veeva Systems from $325.00 to $275.00 and set an "outperform" rating on the stock in a research note on Tuesday, February 24th. Eighteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $287.67.

Veeva Systems Stock Up 1.2%

Shares of VEEV opened at $188.09 on Thursday. The stock has a market cap of $30.92 billion, a P/E ratio of 36.59, a P/E/G ratio of 1.28 and a beta of 1.09. The business's 50 day moving average price is $204.58 and its 200-day moving average price is $248.39. Veeva Systems has a 52 week low of $168.13 and a 52 week high of $310.50.

Veeva Systems (NYSE:VEEV - Get Free Report) last issued its quarterly earnings results on Wednesday, March 4th. The technology company reported $2.06 earnings per share for the quarter, beating the consensus estimate of $1.92 by $0.14. Veeva Systems had a return on equity of 13.68% and a net margin of 27.93%.The firm had revenue of $835.95 million during the quarter, compared to the consensus estimate of $810.95 million. During the same period last year, the company earned $1.74 earnings per share. The company's revenue was up 16.0% on a year-over-year basis. Veeva Systems has set its FY 2027 guidance at 8.850- EPS and its Q1 2027 guidance at 2.130-2.14 EPS. On average, equities analysts anticipate that Veeva Systems will post 4.35 EPS for the current year.

Veeva Systems announced that its Board of Directors has initiated a stock repurchase plan on Monday, January 5th that allows the company to buyback $2.00 billion in outstanding shares. This buyback authorization allows the technology company to repurchase up to 5.5% of its stock through open market purchases. Stock buyback plans are often a sign that the company's management believes its shares are undervalued.

Insider Buying and Selling

In other Veeva Systems news, insider Thomas D. Schwenger sold 1,000 shares of the company's stock in a transaction that occurred on Tuesday, January 13th. The stock was sold at an average price of $231.43, for a total transaction of $231,430.00. Following the sale, the insider directly owned 23,204 shares in the company, valued at $5,370,101.72. This represents a 4.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Corporate insiders own 10.30% of the company's stock.

Institutional Trading of Veeva Systems

Institutional investors have recently bought and sold shares of the stock. Linden Thomas Advisory Services LLC raised its holdings in shares of Veeva Systems by 0.3% in the third quarter. Linden Thomas Advisory Services LLC now owns 12,444 shares of the technology company's stock valued at $3,707,000 after acquiring an additional 35 shares in the last quarter. Sigma Planning Corp increased its position in shares of Veeva Systems by 1.2% in the 2nd quarter. Sigma Planning Corp now owns 3,328 shares of the technology company's stock valued at $958,000 after acquiring an additional 39 shares during the period. Personal CFO Solutions LLC raised its stake in Veeva Systems by 3.5% in the 3rd quarter. Personal CFO Solutions LLC now owns 1,163 shares of the technology company's stock worth $346,000 after acquiring an additional 39 shares during the last quarter. AFT Forsyth & Company Inc. lifted its position in Veeva Systems by 4.2% during the 3rd quarter. AFT Forsyth & Company Inc. now owns 984 shares of the technology company's stock worth $293,000 after acquiring an additional 40 shares during the period. Finally, Williams Jones Wealth Management LLC. lifted its holdings in shares of Veeva Systems by 0.4% during the third quarter. Williams Jones Wealth Management LLC. now owns 9,419 shares of the technology company's stock worth $2,806,000 after purchasing an additional 40 shares during the period. 88.20% of the stock is currently owned by institutional investors.

Veeva Systems News Summary

Here are the key news stories impacting Veeva Systems this week:

• Positive Sentiment: Q4 beat and raised guidance — Veeva reported $836M in Q4 revenue (up ~16% YoY) and $2.06 non‑GAAP EPS, both above consensus; management issued FY‑27 EPS and revenue targets well above Street expectations, and Q1 guidance also topped forecasts, underpinning the rally. Veeva Announces Fourth Quarter and Fiscal Year 2026 Results
• Positive Sentiment: Strong guidance detail — Company gave FY‑27 EPS guidance of ~8.85 (above consensus ~7.59) and Q1 EPS of 2.13–2.14 (well above consensus), plus revenue guidance ahead of estimates, improving forward visibility for investors. Veeva Announces Fourth Quarter and Fiscal Year 2026 Results
• Positive Sentiment: Vault CRM adoption & AI momentum — Veeva said more than 125 customers are live on Vault CRM and signals CRM could be ~10% of revenue by 2030 as its agentic CRM and Veeva AI rollout accelerate, supporting a multi-year growth runway and TAM expansion. More Than 125 Customers Worldwide Live on Vault CRM
• Positive Sentiment: Analyst/media support on durability vs. AI fears — Several outlets and analysts flagged Veeva’s vertical focus and product positioning (Vault CRM + AI) as reasons it can withstand broader software/AI disruption concerns, helping sentiment. Veeva Systems Stock Rallies After Earnings
• Neutral Sentiment: Investor materials available — Full earnings release, presentation and call transcript were posted (useful for modeling and management commentary on CRM adoption and margins). These provide detail but no new surprise beyond the beat/guidance. Q4 Earnings Call Transcript
• Negative Sentiment: Analyst cuts and mixed reactions — Some analysts trimmed forecasts after the print (notably highlighted by coverage that some firms reduced estimates despite the beat), which could limit upside and add volatility as investors re‑work models. These Analysts Cut Their Forecasts On Veeva Systems Following Q4 Results
• Negative Sentiment: Competition and past management disclosures — Pre‑earnings coverage highlighted competitive pressure in CRM and a prior management disclosure that led to short‑term weakness; these competitive dynamics remain a watch item for longer‑term margin and share gains. Veeva Systems (VEEV) Retreated Following Management’s Competitive Losses Disclosure

Veeva Systems Company Profile

Veeva Systems NYSE: VEEV is a cloud software company that develops industry-specific applications and data solutions for the global life sciences sector. Founded in 2007 and headquartered in Pleasanton, California, Veeva focuses on helping pharmaceutical, biotechnology, medical device and consumer health companies manage regulated content, clinical and regulatory processes, quality systems, and commercial operations in a compliant, cloud-native environment. The company completed its initial public offering in 2013 and has since expanded its product suite and international footprint.

Veeva's product portfolio centers on its Vault platform and related application suites, which provide content and data management, clinical trial and regulatory workflows, quality management, and structured commercial capabilities such as customer relationship management and promotional content management.

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