VEEV
Market read
The latest filing evidence is available. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.
Invalidation: The isolated read changes if VEEV's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 36 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying adverse evidence was identified; that is not proof there is no downside.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“We have also experienced and will continue to experience foreign currency fluctuations due to the periodic re-measurement of monetary account balances that are denominated in currencies other than the functional currency of the entities in which they are reco…”10-Q · Aug 27, 2026 ↗
“The increase in subscription revenues attributable to R&D and Quality Solutions and Commercial Solutions for the three and six months ended July 31, 2026 was driven by the expanding use by existing customers and higher prices in connection with our annual inf…”10-Q · Aug 27, 2026 ↗
“We expect research and development expenses to increase in the future, primarily due to employee compensation-related costs and hosting fees as we continue to invest in our product offerings.”10-Q · Jun 5, 2026 ↗
“General and Administrative Three months ended July 31, Six months ended July 31, 2026 2025 $ Change % Change 2026 2025 $ Change % Change (dollars in thousands) General and administrative $ 71,314 $ 95,804 $ (24,490) (26)% $ 140,786 $ 164,630 $ (23,844) (14)%…”10-Q · Aug 27, 2026 ↗
Valuation discipline
Price/sales 13.7× · EV/sales 13.3×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for VEEV. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-06-05 against the comparable filing from 2025-06-02.
“The increase in cash provided by operating activities was primarily due to increased sales and the related cash collections and the impact of the One Big Beautiful Bill Act (“OBBBA”), partially offset by increased expenses.”
“Sales and Marketing Three months ended April 30, 2026 2025 $ Change % Change (dollars in thousands) Sales and marketing $ 111,117 $ 98,628 $ 12,489 13% Percentage of total revenues 13 % 13 % Sales and marketing expenses for the three months ended April 30, 2026 increased $12 million, primarily due to an increase of $12 million in employee compensation-related costs, which was driven by increases in salaries and benefits, as well as an increase in headcount.”
“arketing $ 111,117 $ 98,628 $ 12,489 13% Percentage of total revenues 13 % 13 % Sales and marketing expenses for the three months ended April 30, 2026 increased $12 million, primarily due to an increase of $12 million in employee compensation-related costs, which was driven by increases in salaries and benefits, as well as an increase in headcount.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Our life sciences customers range from the largest global pharmaceutical and biotechnology companies such as Bayer AG, Boehringer Ingelheim GmbH, Eli Lilly and Company, Gilead Sciences, Inc., Merck Sharp & Dohme Corp., and Novartis Pharma AG, to emerging grow…”
“Our life sciences customers range from the largest global pharmaceutical and biotechnology companies such as Bayer AG, Boehringer Ingelheim GmbH, Eli Lilly and Company, Gilead Sciences, Inc., Merck Sharp & Dohme Corp., and Novartis Pharma AG, to emerging grow…”
Depended on by
“Our offerings compete with various firms, including Accenture, Aetion (a Datavant company), Panalgo (a Norstella company), Cognizant Technology Solutions, Deloitte, Pharmaceutical Product Development, Inc.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
VEEV is currently a Follower in the organic co-movement group Enterprise Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.