VEEV · NYSE · STOCK
Veeva Systems (VEEV) Stock Analysis
$274.59
52W $148.05 – $310.50
57/100
$46.20B
45.8
0.92
Is VEEV Bullish or Bearish?
Mixed.
Innellis AI committee rates Veeva Systems (VEEV) Watch with a composite score of 57/100
, based on 6 analysts with 50% agreement.
Last updated September 05, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +2.67 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -17.33 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 25.6% yoy. Value Analyst remains cautious — p/e of 45.5 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- EPS growing 25.6% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
- Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock — Risk
Bear Case
- P/E of 45.5 is expensive by classic value standards — Value
- Price-to-book of 4.6x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- RSI at 74 is in overbought territory — Technical
- Daily trend (uptrend) conflicts with the weekly trend (downtrend) -- fighting the larger trend — Technical
- Weekly RSI at 86 -- overbought on the larger timeframe too — Technical
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of September 05, 2026
Overall Committee Score
57/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 58%
of 287 Technology peers
Value Analyst
bearish
40
/ 100 · Moderate confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
− P/E of 45.5 is expensive by classic value standards
Growth Analyst
bullish
66
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 25.6% YoY
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst
neutral
51
/ 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− RSI at 74 is in overbought territory
Risk Analyst
neutral
58
/ 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
− Bollinger bandwidth of 29.3% signals elevated volatility
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
bullish
64
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 109 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3059.07)
Investment Thesis Evolution
Committee score moved marginally from 57.3 to 57.3.
Comparing 2026-09-04 to 2026-09-05 (1 day apart).
Technical Analysis
RSI (14)
74.3
Overbought
MACD Histogram
1.834
Bullish Momentum
Trend Direction
Uptrend
Weekly: Downtrend
Market Structure
Hh Hl
Support
$263.77
Resistance
$295.99
Bollinger %B
0.89
Inside Bands
Price vs Moving Averages
EMA 9
$272.07
Above
EMA 21
$254.07
Above
EMA 50
$226.69
Above
EMA 200
$211.53
Above
Fundamental Analysis
Valuation
28
Growth
73
Profitability
91
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio
45.8×
P/B Ratio
6.21×
PEG Ratio
1.85
Dividend Yield
0.00%
52W High
$310.50
52W Low
$148.05
Quality & Growth
ROE
1259.8%
ROA
1012.2%
Gross Margin
7489.4%
Operating Margin
2992.6%
Revenue Growth YoY
—
Debt / Equity
0.02
AI Fundamental Assessment
P/E ratio of 45.8 (rich relative to a 15-40x range); Price-to-book of 6.2x; PEG ratio of 1.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 12.6%; Return on assets of 10.1%; Net margin of 29.3%; Gross margin of 74.9%; Current ratio of 5.46 (healthy short-term liquidity); Debt-to-equity of 0.02; Free cash flow per share is positive (10.12); Most recent quarter beat estimates by 3.7%; 5 consecutive earnings beats; EPS growth decelerating (+8.7% -> +4.9% QoQ); Average YoY EPS growth of 18.1%; Analyst estimates rising over recent quarters
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