Stock Track | Veeva Systems Inc. (VEEV) Surges 6.96% on Strong Q4 Results and Robust Outlook

Stock Track
06 Mar

Veeva Systems Inc. (NYSE: VEEV), a leading provider of cloud-based software solutions for the life sciences industry, reported impressive fourth-quarter and fiscal year 2025 results, propelling its stock to surge 6.96% in after-hours trading. The company's robust performance and optimistic outlook for fiscal 2026 fueled investor enthusiasm.

For the fourth quarter ended January 31, 2025, Veeva Systems delivered revenues of $720.9 million, marking a 14.3% year-over-year increase and surpassing Wall Street's consensus estimate of $699.1 million. The company's adjusted earnings per share (EPS) of $1.74 also exceeded analysts' expectations of $1.58, reflecting a 26.1% growth compared to the prior year.

Key Highlights:

  • Subscription services revenue rose 16.7% year-over-year to $608.6 million, driven by strong customer adoption and new product launches.
  • Adjusted operating income increased 29% to $307.7 million, demonstrating operational efficiency and margin expansion.
  • The company added 41 new customers to its Veeva Quality Cloud product and expanded its footprint with over 20 existing customers during the quarter.
  • Veeva Systems secured its ninth top 20 biopharma company for its EDC (Electronic Data Capture) solution, solidifying its position in the clinical data management space.

Robust Fiscal 2026 Outlook:

For the fiscal year 2026, Veeva Systems provided an optimistic outlook, projecting total revenues between $3.04 billion and $3.055 billion, with an anticipated non-GAAP operating income of approximately $1.3 billion. The company's non-GAAP fully diluted EPS guidance is around $7.32, reflecting its confidence in sustained growth and profitability.

Veeva Systems' CEO, Peter Gassner, expressed enthusiasm for the company's execution and innovation across software, data, and business consulting services. He highlighted the significant opportunities ahead in helping life sciences companies bring better treatments to patients with greater speed and efficiency.

The strong fourth-quarter results and upbeat fiscal 2026 guidance underscore Veeva Systems' strategic positioning and ability to capitalize on the growing demand for its industry-specific solutions. As the life sciences sector continues to embrace digital transformation and prioritize operational efficiency, Veeva Systems appears well-positioned to maintain its growth trajectory.

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