Veeva Systems Inc. (NYSE:VEEV) Short Interest Up 26.4% in February

Veeva Systems Inc. (NYSE:VEEV) was the recipient of a large increase in short interest in the month of February. As of February 13th, there was short interest totaling 6,334,254 shares, an increase of 26.4% from the January 29th total of 5,010,981 shares. Currently, 4.3% of the shares of the company are short sold. Based on an average daily volume of 2,975,160 shares, the days-to-cover ratio is currently 2.1 days. Based on an average daily volume of 2,975,160 shares, the days-to-cover ratio is currently 2.1 days. Currently, 4.3% of the shares of the company are short sold.

Insider Activity

In other Veeva Systems news, insider Thomas D. Schwenger sold 1,000 shares of the business’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 value of $231,430.00. Following the completion of the sale, the insider owned 23,204 shares in the company, valued at approximately $5,370,101.72. The trade was a 4.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 10.30% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Veeva Systems

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Sivia Capital Partners LLC increased its holdings in shares of Veeva Systems by 225.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,122 shares of the technology company’s stock valued at $899,000 after purchasing an additional 2,164 shares in the last quarter. Legacy Investment Solutions LLC acquired a new position in Veeva Systems during the second quarter worth about $32,000. New York Life Investment Management LLC increased its holdings in Veeva Systems by 3.0% in the second quarter. New York Life Investment Management LLC now owns 2,406 shares of the technology company’s stock valued at $693,000 after buying an additional 69 shares in the last quarter. Keybank National Association OH lifted its position in shares of Veeva Systems by 1.4% during the 2nd quarter. Keybank National Association OH now owns 3,088 shares of the technology company’s stock valued at $889,000 after acquiring an additional 42 shares during the period. Finally, Amalgamated Bank boosted its stake in shares of Veeva Systems by 11.2% during the 2nd quarter. Amalgamated Bank now owns 12,175 shares of the technology company’s stock worth $3,506,000 after acquiring an additional 1,226 shares in the last quarter. Institutional investors and hedge funds own 88.20% of the company’s stock.

Veeva Systems Stock Up 1.2%

Shares of NYSE:VEEV opened at $188.09 on Thursday. Veeva Systems has a fifty-two week low of $168.13 and a fifty-two week high of $310.50. The firm’s 50-day simple moving average is $204.58 and its 200-day simple moving average is $248.39. The company has a market cap of $30.92 billion, a price-to-earnings ratio of 36.59, a PEG ratio of 1.28 and a beta of 1.09.

Veeva Systems (NYSE:VEEV) last announced its quarterly earnings data on Wednesday, March 4th. The technology company reported $2.06 EPS for the quarter, beating analysts’ consensus estimates of $1.92 by $0.14. Veeva Systems had a net margin of 27.93% and a return on equity of 13.68%. The firm had revenue of $835.95 million during the quarter, compared to the consensus estimate of $810.95 million. During the same quarter last year, the firm earned $1.74 earnings per share. The firm’s revenue was up 16.0% compared to the same quarter last year. 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, research analysts forecast that Veeva Systems will post 4.35 EPS for the current year.

Veeva Systems announced that its board has authorized a share buyback plan on Monday, January 5th that allows the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization allows the technology company to repurchase up to 5.5% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s board of directors believes its shares are undervalued.

Key Stories Impacting Veeva Systems

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

• Positive Sentiment: Q4 results beat Street forecasts — revenue of ~$836M (up 16% Y/Y) and non‑GAAP EPS $2.06 topped estimates, signaling continued growth momentum. Veeva Systems (NYSE:VEEV) Delivers Strong Q4 CY2025 Numbers, Stock Soars
• Positive Sentiment: Company raised guidance materially — Q1 EPS guidance (2.13–2.14) and FY2027 EPS (8.85) came in above consensus, and next‑quarter revenue guidance was slightly above estimates, supporting forward earnings visibility. Veeva Systems surges 8% as agentic transformation drives strong Q4 results, guidance
• Positive Sentiment: Commercial product momentum — Veeva says 125+ customers are live on Vault CRM and is positioning Vault CRM + Veeva AI as the industry’s agentic CRM, which supports recurring subscription revenue growth and upsell potential. More Than 125 Customers Worldwide Live on Vault CRM as Veeva Accelerates the Industry’s Agentic Transformation
• Neutral Sentiment: Investor materials and call available — management filed the press release, slide deck and held an earnings call (Q&A focused); useful for digging into margin assumptions and customer conversion pacing. Veeva (VEEV) Q4 2026 Earnings Call Transcript
• Neutral Sentiment: Positioning chatter — there’s elevated ETF/positioning activity (Russell 1000) that can amplify intraday moves but is not a fundamentals signal. Veeva Systems (NYSE:VEEV) Sparks Elevated Positioning Chatter In Russell 1000 ETF Today
• Negative Sentiment: Pre-earnings concerns about CRM competition and past management disclosures weighed on the stock earlier; competitive dynamics remain a watch item for sustaining growth and pricing. Veeva Systems under pressure as earnings loom amid CRM competition

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on VEEV shares. UBS Group cut their target price on shares of Veeva Systems from $280.00 to $200.00 and set a “neutral” rating on the stock in a report on Friday, February 20th. KeyCorp reissued a “sector weight” rating on shares of Veeva Systems in a research report on Friday, December 12th. JPMorgan Chase & Co. dropped their price objective on shares of Veeva Systems from $330.00 to $296.00 and set an “overweight” rating on the stock in a research note on Friday, February 20th. Canaccord Genuity Group reaffirmed a “buy” rating on shares of Veeva Systems in a report on Tuesday, November 25th. Finally, Stifel Nicolaus decreased their target price on shares of Veeva Systems from $320.00 to $212.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. Eighteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $293.71.

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.