文章核心观点 - Veeva Systems公司拥有强大的产品组合,预计未来几个季度将保持良好的增长势头[1][3] - 公司二季度财报表现出色,研发投入持续增加,为未来发展奠定基础[9] - 但运营成本上升仍是一个值得关注的问题[1][10] 公司概况 - Veeva Systems是一家提供云端软件应用和数据解决方案的公司,主要服务于生命科学行业[3] - 公司市值达343.7亿美元,预计未来5年将实现24.4%的增长,过去4个季度平均业绩超预期5.41%[3] 产品和业务发展 - 公司产品包括Veeva Vault、Veeva CRM、Veeva Network和Veeva OpenData等,不断推出新产品和功能[3][4][5][6][7] - 与沃尔格林建立长期合作关系,将进一步丰富Veeva Data Cloud产品[4] - 扩展Veeva Vault QMS功能,增加医疗器械领域的管理能力[5] - Vault CRM Service Center的发布实现了销售、营销、医疗和服务的整合[5] - Veeva Site Connect和Veeva Clinical Database在临床试验领域得到广泛应用[6][7] 财务表现 - 二季度毛利增长20.1%,毛利率扩大340个基点至74.8%[9] - 销售和营销费用同比增长4.7%,预计全年将持续上升[10] - 总运营费用同比增长6.9%[10] - 财年2025年每股收益预期为6.23美元,第三季度收入预期为6.837亿美元,同比增长10.9%[11]

DEERFIELD, Ill. and PLEASANTON, Calif., Oct. 24, 2024 /PRNewswire/ -- Walgreens (Nasdaq: WBA), an integrated healthcare, pharmacy, and retail leader, and Veeva Systems (NYSE: VEEV) a leading provider of software, data, and services for the life sciences industry, today announced a long-term partnership to help life sciences companies improve patient outcomes.The partnership enriches Veeva Data Cloud products and allows Walgreens to better serve life sciences through access to Veeva Data Cloud and Veeva Clin ...

PLEASANTON, Calif., Oct. 15, 2024 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) will host its investor day virtually on Thursday, November 7, 2024. The event will begin at 1:30 p.m. PT and will conclude at approximately 3:30 p.m. PT. Veeva will broadcast the presentations live on the company's investor relations website, ir.veeva.com, where a link to the archived webcast will also be available after the event. Event: Veeva Systems 2024 Investor Day Date: Thursday, November 7, 2024 Time: 1:30 p.m. PT (4:30 p.m. ...

文章核心观点 - 公司最近一个交易日收盘价为210.13美元,较前一交易日上涨1.59% [1] - 公司过去一个月股价下跌7.62%,低于同期计算机和技术板块9.62%的涨幅以及标普500指数5.94%的涨幅 [1] - 分析师预计公司即将发布的财报中,每股收益将同比增长17.16%至1.57美元,收入将同比增长10.9%至6.83.69亿美元 [1] - 分析师预计公司全年每股收益和收入将分别同比增长28.72%和14.55%至6.23美元和27.1亿美元 [2] 公司相关 - 分析师对公司业务健康状况和盈利能力持乐观态度,体现在最近的估计修正中 [2] - 公司当前的市盈率为33.22倍,高于行业平均水平31.19倍 [3] - 公司的PEG率为1.36,低于行业平均水平2.03 [3] 行业相关 - 公司所在的互联网软件行业属于计算机和技术板块,目前行业排名在250多个行业中位于前28% [4] - 研究显示,排名靠前的行业相比排名靠后的行业平均表现要好2倍 [4]

Veeva Systems (VEEV) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this provider of cloud-based software services for the life sciences industry have returned -4.3% over the past month versus the Zacks S&P 500 composite's +1.3% change. The Zacks Internet - Software industry, to which Veeva belongs, has gained 5.6% over this period. Now the key question is: Where cou ...

More than 125 medtech customers use Veeva applications for seamless execution across product development PLEASANTON, Calif., Oct. 2, 2024 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) today announced that 18 of the top 20 medtech companies leverage Veeva Development Cloud and Veeva Commercial Cloud applications to streamline processes across the total medtech product lifecycle. Veeva MedTech enables more than 125 customers with deep industry expertise and technology from ideation to commercialization. With an ...

A month has gone by since the last earnings report for Veeva Systems (VEEV) . Shares have lost about 3.5% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Veeva due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Veeva Systems Q2 Earnings & Revenues Beat, Operating Ma ...

Veeva Systems Inc. (VEEV) announced the expansion of Veeva Vault QMS yesterday. The expansion is expected to add new capabilities to manage MedTech field actions and product recalls. The latest availability of expanded features is expected to significantly boost Veeva Systems' Vault Quality suite and solidify its foothold in the niche space. Likely Trend of VEEV Stock Following the News Following the announcement on Sept. 24, 2024, shares of the company moved nearly 1.5% south to $207.91 at yesterday's clos ...

Veeva Systems Inc. (VEEV) is well-poised for growth in the coming quarters, courtesy of its strong product portfolio. The optimism, led by a solid second-quarter fiscal 2025 performance and strategic deals, is expected to contribute further. Stiff competition and rising operational costs persist. This Zacks Rank #3 (Hold) company's shares have gained 8% in the year-to-date period compared with 20.9% growth of the industry. The S&P 500 Composite has risen 20.2% during the said time frame. The renowned provid ...

New capabilities improve oversight, timeliness, and accuracy of field actions to ensure product quality and patient safety PLEASANTON, Calif., Sept. 24, 2024 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) today announced the expansion of Veeva Vault QMS, adding new capabilities to manage medtech field actions and product recalls. The new features will enable oversight, timeliness, and accuracy throughout the field action process, from issue identification, evaluation, planning, execution, and monitoring through ...