Veeva Systems (VEEV) Reports Q4: Everything You Need To Know Ahead Of Earnings

Life sciences cloud software provider Veeva Systems (NYSE:VEEV) will be announcing earnings results this Wednesday after market hours. Here’s what you need to know.

Veeva Systems beat analysts’ revenue expectations last quarter, reporting revenues of $811.2 million, up 16% year on year. It was a strong quarter for the company, with full-year EPS guidance beating analysts’ expectations and a solid beat of analysts’ EBITDA estimates.

This quarter, the market is expecting Veeva Systems’s revenue to grow 12.5% year on year, slowing from the 14.3% increase it recorded in the same quarter last year.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Veeva Systems has a history of exceeding Wall Street’s expectations.

Looking at Veeva Systems’s peers in the vertical software segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Doximity delivered year-on-year revenue growth of 9.8%, beating analysts’ expectations by 2%, and Autodesk reported revenues up 19.4%, topping estimates by 2.1%. Doximity traded down 16.8% following the results while Autodesk was up 5.2%.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the vertical software stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 8.5% on average over the last month. Veeva Systems is down 10.5% during the same time and is heading into earnings with an average analyst price target of $293.10 (compared to the current share price of $182.03).

P.S. STOP buying the AI stocks everyone's talking about. The real money? It’s in the profitable pick nobody’s watching yet. We’ve identified an AI profit machine that’s flying under Wall Street’s radar—for now. We can’t keep this research public forever—grab your FREE copy before we pull it offline.