Veeva Systems jumps 6.1% as investors focus on upcoming earnings and fresh Vault CRM momentum

Veeva Systems (VEEV) is up 6.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to upbeat positioning ahead of Veeva’s next quarterly results and a string of recent commercial announcements supporting adoption of Vault CRM. With earnings imminent, even incremental positive read-throughs on demand and migrations can amplify day-to-day volatility.

Details:

Veeva is scheduled to report fiscal 2027 first-quarter results (quarter ended April 30, 2026) after market close on June 3, 2026, a setup that can drive pre-earnings buying.

Late May, Veeva announced that Teva Pharmaceuticals committed to deploy Veeva Vault CRM globally, highlighting continued traction for the company’s next-generation CRM platform.

Also in late May, Veeva announced Merck KGaA (Darmstadt, Germany) committed globally to Vault CRM, reinforcing momentum among large, complex global pharma organizations.

Earlier, Veeva said more than 125 customers were live on Vault CRM, which may be viewed as evidence that migrations and new deployments are scaling.

Sources:

Veeva, Nasdaq, U.S. Securities and Exchange Commission

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 insiders have traded $VEEV stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 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 2 sales selling 2,000 shares for an estimated $431,430.
PRISCILLA HUNG has made 0 purchases and 2 sales selling 1,500 shares for an estimated $231,855.

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

$VEEV Hedge Fund Activity

We have seen 518 institutional investors add shares of $VEEV stock to their portfolio, and 691 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC removed 2,897,025 shares (-52.6%) from their portfolio in Q1 2026, for an estimated $508,891,411
LINONIA PARTNERSHIP LP added 2,124,608 shares (+75.9%) to their portfolio in Q1 2026, for an estimated $373,208,641
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,553,398 shares (-39.8%) from their portfolio in Q4 2025, for an estimated $346,765,035
TWO SIGMA INVESTMENTS, LP added 1,420,527 shares (+352.1%) to their portfolio in Q1 2026, for an estimated $249,529,772
STOCKBRIDGE PARTNERS LLC removed 1,302,898 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $228,867,062
PRICE T ROWE ASSOCIATES INC /MD/ added 1,203,059 shares (+144.9%) to their portfolio in Q1 2026, for an estimated $211,329,343
HOLOCENE ADVISORS, LP removed 1,040,722 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $182,813,226

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

$VEEV Analyst Ratings

Wall Street analysts have issued reports on $VEEV in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Piper Sandler issued a "Overweight" rating on 03/05/2026

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

$VEEV Price Targets

Multiple analysts have issued price targets for $VEEV recently. We have seen 15 analysts offer price targets for $VEEV in the last 6 months, with a median target of $250.0.

Here are some recent targets:

Ken Wong from Oppenheimer set a target price of $225.0 on 05/18/2026
Tyler Radke from Citigroup set a target price of $176.0 on 04/10/2026
Karl Keirstead from UBS set a target price of $220.0 on 03/05/2026
David Hynes from Canaccord Genuity set a target price of $235.0 on 03/05/2026
David Grossman from Stifel set a target price of $245.0 on 03/05/2026
Stan Berenshteyn from Wells Fargo set a target price of $317.0 on 03/05/2026
Charles Rhyee from TD Cowen set a target price of $300.0 on 03/05/2026

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