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Veeva Systems Rises as Product Momentum and Recent Results Support Shares

Investivoq PriceTracker

Veeva Systems (VEEV) is up 3.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to continued optimism around Veeva’s clinical data and AI product momentum, alongside strong recent operating results. There does not appear to be a single fresh event directly tied to today’s gain, so part of the move could also be momentum buying as the stock trades near recent highs.

Details:

  • Veeva recently said its Data Quality System has now aggregated and cleaned data for more than 1 million subjects across over 1,000 studies, highlighting broader adoption in clinical data workflows.
  • The company also introduced Study Builder Agent, an AI product designed to configure clinical studies more quickly, which adds to the market’s focus on Veeva’s expanding AI offerings.
  • In its most recent quarterly results, Veeva reported fiscal second-quarter revenue of $928.0 million, up 18% year over year, and management pointed to strong momentum in Vault CRM and Veeva Falcon.
  • Recent trading data show the shares have been pushing toward 52-week highs, which suggests the latest rise may reflect follow-through buying on an already strong trend.

    • Sources:

    Veeva Systems Investor Relations, SEC, StockAnalysis

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $VEEV Insider Trading Activity

    VEEV Insider Trades

    $VEEV insiders have traded $VEEV stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.

    Here’s a breakdown of recent trading of $VEEV stock by insiders over the last 6 months:

    • THOMAS D. SCHWENGER (Pres. & Chief Customer Officer) has made 0 purchases and 3 sales selling 16,000 shares for an estimated $4,078,500.
    • DANIEL J RIZZO (EVP, Sales, Consulting, & Svcs) has made 0 purchases and 2 sales selling 4,841 shares for an estimated $1,338,578.
    • PRISCILLA HUNG has made 0 purchases and 2 sales selling 1,500 shares for an estimated $312,510.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $VEEV Hedge Fund Activity

    We have seen 567 institutional investors add shares of $VEEV stock to their portfolio, and 500 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • TIGER GLOBAL MANAGEMENT LLC removed 2,420,500 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $429,566,135
    • FMR LLC removed 2,338,217 shares (-89.5%) from their portfolio in Q2 2026, for an estimated $414,963,370
    • JPMORGAN CHASE & CO added 1,600,195 shares (+inf%) to their portfolio in Q2 2026, for an estimated $283,986,606
    • ALLIANCEBERNSTEIN L.P. removed 1,357,776 shares (-21.7%) from their portfolio in Q2 2026, for an estimated $240,964,506
    • INVESCO LTD. added 1,350,324 shares (+626.2%) to their portfolio in Q2 2026, for an estimated $239,642,000
    • BLACKROCK, INC. added 1,303,628 shares (+11.3%) to their portfolio in Q2 2026, for an estimated $231,354,861
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,282,294 shares (+inf%) to their portfolio in Q2 2026, for an estimated $227,568,716

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $VEEV Analyst Ratings

    Wall Street analysts have issued reports on $VEEV in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • BTIG issued a "Buy" rating on 06/04/2026
    • Needham issued a "Buy" rating on 06/04/2026
    • Piper Sandler issued a "Overweight" rating on 06/04/2026

    To track analyst ratings and price targets for $VEEV, check out Investivoq's $VEEV forecast page.

    $VEEV Price Targets

    Multiple analysts have issued price targets for $VEEV recently. We have seen 16 analysts offer price targets for $VEEV in the last 6 months, with a median target of $232.5.

    Here are some recent targets:

    • David Larsen from BTIG set a target price of $340.0 on 06/04/2026
    • Saket Kalia from Barclays set a target price of $235.0 on 06/04/2026
    • Ken Wong from Oppenheimer set a target price of $225.0 on 06/04/2026
    • Gabriela Borges from Goldman Sachs set a target price of $165.0 on 06/04/2026
    • Steven Valiquette from Mizuho set a target price of $270.0 on 06/04/2026
    • Tyler Radke from Citigroup set a target price of $190.0 on 06/04/2026
    • David Grossman from Stifel set a target price of $230.0 on 06/04/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.