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Veeva Systems (VEEV) Could Be 42% Below Fair Value Following Guidance Upgrade
Simply Wall St.10d agobullish
Veeva Systems (VEEV) Could Be 42% Below Fair Value Following Guidance Upgrade

Veeva Systems (VEEV) is back in focus after the company lifted its fiscal 2027 guidance and signaled higher expected revenue and adjusted EPS, putting upcoming Q2 2027 results firmly on investor radar. See our latest analysis for Veeva Systems. At a share price of US$186.24, Veeva Systems has seen short term momentum pick up, with a 1 month share price return of 15.43% and a 3 month share price return of 15.58%. However, the 1 year total shareholder return is down 35.87%, suggesting the...

Did Stronger FY27 Guidance and AI Expansion Just Shift Veeva Systems' (VEEV) Investment Narrative?
Simply Wall St.11d agoneutral
Did Stronger FY27 Guidance and AI Expansion Just Shift Veeva Systems' (VEEV) Investment Narrative?

Veeva Systems recently raised its fiscal 2027 revenue guidance to about US$3.65 billion and adjusted EPS outlook to roughly US$9.05, following fiscal Q1 2027 results that exceeded its own guidance and showed stronger profitability helped by expanding AI-driven offerings. This combination of upgraded full-year targets and growing AI-enabled products has sharpened investor focus on how Veeva’s business model may be evolving toward higher-margin, software-driven growth. With Veeva lifting its...

The 5 Most Interesting Analyst Questions From Veeva Systems’s Q1 Earnings Call
StockStory56d agoneutral
The 5 Most Interesting Analyst Questions From Veeva Systems’s Q1 Earnings Call

Veeva Systems’ first quarter saw meaningful progress across its core business lines, with management attributing the results to broad-based customer demand and product execution in both R&D and commercial segments. CEO Peter Gassner highlighted the launch of Veeva’s Falcon platform as a key milestone, describing it as a shift toward “agentic labor”—using AI agents to automate specialized industry tasks. Strong service execution and continued innovation in measurement tools like Crossix also cont

Veeva (VEEV) Q1 2027 Earnings Call Transcript
Motley Fool62d agoneutral
Veeva (VEEV) Q1 2027 Earnings Call Transcript

Gunnar Hansen: Good afternoon, and welcome to Veeva's Fiscal 2027 First Quarter Earnings Conference Call for the quarter ended April 30, 2026. As a reminder, we posted prepared remarks on Veeva's Investor Relations website just after 1:00 p.m. Pacific today. Today's call will be used primarily for Q&A. With me today for Q&A are Peter Gassner, our Chief Executive Officer; Paul Shawah, EVP, Strategy; and Brian Van Wagener, our Chief Financial Officer.

Veeva Systems Q1 Earnings Call Highlights
MarketBeat62d agoneutral
Veeva Systems Q1 Earnings Call Highlights

Veeva Systems (NYSE:VEEV) reported a strong start to the year, with Chief Executive Officer and Co-Founder Peter Gassner saying the company delivered results ahead of guidance as it expands its focus on artificial intelligence for the life sciences industry. On the earnings call, Gassner said total

Investing.com62d agobullish
Veeva Systems beats estimates on AI progress

Investing.com -- Veeva Systems Inc Class A (NYSE:VEEV) reported first-quarter results that exceeded analyst expectations, with adjusted earnings per share of $2.24 beating the consensus estimate of $2.14 by $0.10. Revenue reached $882.9 million, surpassing the $857.75 million estimate and marking a 16% increase from $759.0 million in the same quarter last year.

Forget Hims. Its CEO Dumped 436,000 Shares Before a 1,266% Earnings Miss. Here Is the Profitable Healthcare Stock to Own Instead
24/7 Wall St.79d agobearish
Forget Hims. Its CEO Dumped 436,000 Shares Before a 1,266% Earnings Miss. Here Is the Profitable Healthcare Stock to Own Instead

Hims & Hers (NYSE:HIMS) is dominating headlines this week because the GLP-1 darling just delivered one of the ugliest quarters in the telehealth sector’s short history, and bargain hunters are circling the wreckage. But here’s what you should actually be watching. The Q1 2026 release on May 11, 2026 was a fracture. EPS came in ... Forget Hims. Its CEO Dumped 436,000 Shares Before a 1,266% Earnings Miss. Here Is the Profitable Healthcare Stock to Own Instead

Doximity (DOCS) Lags Q4 Earnings Estimates
Zacks83d agoneutral
Doximity (DOCS) Lags Q4 Earnings Estimates

Doximity (DOCS) delivered earnings and revenue surprises of -7.14% and +1.19%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?