
Veeva Systems (VEEV) Stock Forecast & Price Target
Veeva Systems (VEEV) Analyst Ratings
Bulls say
Veeva Systems demonstrated robust financial performance, with total revenue increasing by 14.3% year-over-year, surpassing expectations driven by strong subscription and professional services growth. Notably, calculated billings grew 20.6% year-over-year to $1,259.9 million, outperforming consensus estimates, while the company achieved a significant gross margin expansion of 210 basis points to 77.1%. Additionally, the non-GAAP operating margin rose impressively by 480 basis points year-over-year to 42.7%, reflecting improved operational efficiency and contributing to an overall positive financial outlook for the company.
Bears say
Veeva Systems is experiencing a slight decline in total revenue estimates for FY26, primarily due to anticipated flat services revenue, even as subscription revenue shows modest growth. The company is also facing challenges with cautionary media spending volatility and pressures from high growth expectations that could negatively impact stock performance in the event of unfavorable news. Furthermore, billings are projected to fall short of consensus estimates, indicating a potential slowdown, amidst a competitive landscape and macroeconomic factors affecting its services segment.
This aggregate rating is based on analysts' research of Veeva Systems and is not a guaranteed prediction by Public.com or investment advice.
Veeva Systems (VEEV) Analyst Forecast & Price Prediction
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