Jefferies raises Veeva Systems stock price target to $335 from $280

Published 02/06/2025, 11:04
Jefferies raises Veeva Systems stock price target to $335 from $280

On Monday, Jefferies analysts increased the price target for Veeva Systems stock to $335 from $280, maintaining a Buy rating. According to InvestingPro data, 22 analysts have recently revised their earnings estimates upward, while the company maintains a "GREAT" financial health score. This adjustment comes after a strong financial performance in the first fiscal quarter, which stood out amid challenging conditions in the pharmaceutical supply chain sector.

Veeva Systems, listed on the New York Stock Exchange under the ticker (NYSE:VEEV), demonstrated robust margins and growth in its commercial operations, achieving a impressive 75.5% gross profit margin and generating $2.85 billion in revenue. Strong performance in Crossix and advancing Vault CRM wins were highlighted as key contributors to the company’s success during the quarter.

Despite anticipated softness in the research and development segment due to macroeconomic uncertainties and policy changes, this area showed resilience. The company’s management also raised its guidance, influenced by foreign exchange factors and the first quarter’s performance, although it did not increase expectations for the remainder of fiscal year 2026.

The analyst from Jefferies noted that Veeva Systems was one of the few bright spots in the sector during the quarter, emphasizing the company’s ability to defy concerns in its commercial operations.

In other recent news, Veeva Systems reported strong first-quarter results, leading to several adjustments in price targets by analysts. TD Cowen raised its price target for Veeva to $284, attributing the increase to the exceptional performance of the Crossix business segment. Citi analyst Tyler Radke also increased the price target to $329, citing Veeva’s robust demand in the Commercial sector and a significant beat on total revenue and billings. RBC Capital Markets followed suit, lifting its price target to $330 due to Veeva’s upward revision of fiscal year 2026 guidance and strong subscription growth. Truist Securities adjusted its target to $230, maintaining a Hold rating, acknowledging Veeva’s resilient performance despite a recent setback with Takeda Pharmaceutical (TADAWUL:2070) Company (NYSE:TAK). Piper Sandler’s Brent Bracelin set a new target of $325, highlighting Veeva’s accelerated commercial growth and its highest growth in three years. Analysts from these firms have expressed confidence in Veeva’s future growth trajectory, with expectations of continued success in its various business segments. These developments reflect a positive outlook on Veeva Systems’ financial health and market position.

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