Veeva Systems (VEEV) beat expectations in Q1 FY2027 on revenue of $882.9M versus the $857.7M estimate (+16.3% YoY) and EPS of $2.24. The next Veeva Systems (VEEV) earnings date is Aug 26, 2026. Below is the full Veeva Systems earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Veeva Systems (VEEV) Earnings Analysis — key stats
Next earnings date
Aug 26, 2026
Latest reported quarter
Q1 FY2027
Earnings verdict
Beat
EPS beat rate
8 of last 8 (quarters above estimate)
Avg next-day move
±7.8% (over the last 8 reports)
Post-earnings direction
Up 5 / Down 3 (of the last 8 reports)
Implied move (next report)
±2.1% (options-derived · into Aug 26, 2026)
Institutional ownership
113.6% (13F as of 2026-06-30)
Top 10 holders
38.0% (of shares outstanding)
Insider activity
4 buys / 8 sells (recent Form 4 filings)
Revenue
$882.9M (vs $857.7M est · +2.9% surprise · +16.3% YoY)
EPS
$2.24 (vs $2.14 est · +4.7% surprise · +14.3% YoY)
Share price
$248.46 (+0.2%)
Market cap
$40.4B
Veeva Systems (VEEV) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q2 FY2027
$882.9M vs $857.7M est
$2.24 vs $2.14 est
+4.7%
-2.4%
Beat
Q1 FY2027
$836.0M vs $810.7M est
$2.06 vs $1.94 est
+6.2%
+5.4%
Beat
Q4 FY2026
$811.2M vs $792.8M est
$2.04 vs $1.95 est
+4.6%
-10.6%
Beat
Q3 FY2026
$789.1M vs $768.4M est
$1.99 vs $1.90 est
+4.7%
-5.0%
Beat
Q2 FY2026
$759.0M vs $728.4M est
$1.97 vs $1.74 est
+13.2%
+17.2%
Beat
Q1 FY2026
$720.9M vs $699.2M est
$1.74 vs $1.60 est
+8.7%
+8.1%
Beat
Q4 FY2025
$699.2M vs $684.4M est
$1.75 vs $1.58 est
+10.8%
+5.3%
Beat
Q3 FY2025
$676.2M vs $667.8M est
$1.62 vs $1.53 est
+5.9%
+8.4%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
7.9%
12.9M
$2.3B
+11.3%
Vanguard Capital Management LLC
5.9%
9.7M
$1.7B
+45.3%
Vanguard Portfolio Management LLC
4.5%
7.4M
$1.3B
+0.5%
State Street Corp
4.1%
6.7M
$1.2B
+85.9%
Principal Financial Group INC
3.0%
5.0M
$883.7M
+20.2%
Alliancebernstein L.P.
3.0%
4.9M
$863.1M
-21.7%
Geode Capital Management, LLC
2.8%
4.5M
$797.4M
+36.1%
Linonia Partnership LP
2.7%
4.4M
$782.6M
-10.5%
Aqr Capital Management LLC
2.1%
3.5M
$615.5M
+34.7%
Price T Rowe Associates INC /Md/
1.9%
3.2M
$561.1M
+55.5%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Schwenger Thomas D.
officer: Pres. & Chief Customer Officer
2026-08-13
Buy
35K
$5.4M
Schwenger Thomas D.
officer: Pres. & Chief Customer Officer
2026-08-13
Sell
35K
$5.4M
Schwenger Thomas D.
officer: Pres. & Chief Customer Officer
2026-08-13
Sell
33K
$8.3M
Schwenger Thomas D.
officer: Pres. & Chief Customer Officer
2026-08-13
Sell
1K
$241910
Schwenger Thomas D.
officer: Pres. & Chief Customer Officer
2026-08-13
Sell
2K
$456620
Schwenger Thomas D.
officer: Pres. & Chief Customer Officer
2026-07-16
Sell
5K
$1.0M
Zuppas Eleni Nitsa
officer: President & Chief of Staff
2026-07-01
Buy
2K
—
Zuppas Eleni Nitsa
officer: President & Chief of Staff
2026-07-01
Sell
2K
—
What you'll find
Next Veeva Systems (VEEV) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Veeva Systems reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Veeva Systems (VEEV)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Veeva Systems's next earnings date?
Veeva Systems's (VEEV) next scheduled earnings date is Aug 26, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Veeva Systems (VEEV) beat or miss earnings?
In Q1 FY2027, Veeva Systems (VEEV) posted beat results — revenue of $882.9M versus the $857.7M estimate (+2.9% surprise) and EPS of $2.24 versus $2.14 expected (+4.7% surprise). Magnisto decodes every Veeva Systems (VEEV) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Veeva Systems beat earnings estimates?
Over its last 8 reported quarters, Veeva Systems (VEEV) beat Wall Street EPS estimates 8 times, most recently a beat result in Q2 FY2027. Magnisto tracks every Veeva Systems (VEEV) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Veeva Systems stock move after earnings?
Over its last 8 quarterly reports, Veeva Systems (VEEV) moved an average of ±7.8% the day after earnings — ranging from -10.6% (Q4 FY2026) to +17.2% (Q2 FY2026). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Aug 26, 2026, options-implied volatility is pricing in a move of roughly ±2.1% (derived). Magnisto tracks the realized post-earnings move for every Veeva Systems (VEEV) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Veeva Systems?
Institutions hold about 113.6% of Veeva Systems's (VEEV) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.9%), Vanguard Capital Management LLC (5.9%), Vanguard Portfolio Management LLC (4.5%). Magnisto lists Veeva Systems's (VEEV) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Veeva Systems (VEEV)?
In the most recent Form 4 filings Magnisto tracks, Veeva Systems (VEEV) insiders recorded 4 purchases and 8 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Veeva Systems (VEEV) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Veeva Systems (VEEV), anchored to the current $248.46 share price, so you can weigh the bull, base and bear cases for Veeva Systems side by side.
Is Veeva Systems (VEEV) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Veeva Systems fits your own thesis and risk profile. This is research, not investment advice.