On Dec 07, major Wall Street analysts update their ratings for $Veeva Systems (VEEV.US)$, with price targets ranging from $183 to $300.
Morgan Stanley analyst Craig Hettenbach maintains with a sell rating, and adjusts the target price from $173 to $183.
UBS analyst Karl Keirstead maintains with a hold rating, and adjusts the target price from $215 to $250.
Wells Fargo analyst Stan Berenshteyn maintains with a buy rating, and maintains the target price at $285.
Jefferies analyst David Windley maintains with a buy rating, and maintains the target price at $280.
Oppenheimer analyst Kenneth Wong maintains with a buy rating, and adjusts the target price from $230 to $280.
Furthermore, according to the comprehensive report, the opinions of $Veeva Systems (VEEV.US)$'s main analysts recently are as follows:
Following another quarter of healthy upside in Q3, it is noted that the operating margin stood at 43.5%. However, it is believed that this margin might currently be at its peak when considering the long-term target margin of above 35%. While there are positive expectations due to improvements in the R&D business and execution across the broader suite, concerns remain that replatforming efforts and heightened competition could restrict growth.
Veeva achieved a 'clean quarter,' surpassing expectations across all significant metrics. The forecast indicates that strong billings and revenue should persist throughout the fiscal year 2025.
Veeva's recent Q3 results were noted as 'strong', marked by the most robust operating margin performance in the company's history. The company's continued success is evidenced by broad-based strength and significant progress in acquiring new Vault CRM customers.
The company reported a strong quarter, surpassing expectations and subsequently raising its full-year revenue, subscription revenue, and billings guidance. This performance, expected by some following previous guidance reaffirmations, still pleased observers. The firm noted that Veeva executed well across all areas, maintaining strong Commercial momentum despite a consistent macro environment.
Despite having previously announced a promising third-quarter performance, the actual results surpassed expectations significantly. The outlook for the upcoming fiscal years appears positive, with raised forecasts likely underestimating the true potential. Additionally, improved near-term visibility and encouraging indicators from various products and customers further enhance the financial prospects as the company heads into the next fiscal year.
Here are the latest investment ratings and price targets for $Veeva Systems (VEEV.US)$ from 11 analysts:
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美東時間12月7日，多家華爾街大行更新了$Veeva Systems (VEEV.US)$的評級，目標價介於183美元至300美元。
摩根士丹利分析師Craig Hettenbach維持賣出評級，並將目標價從173美元上調至183美元。
瑞士銀行分析師Karl Keirstead維持持有評級，並將目標價從215美元上調至250美元。
富國集團分析師Stan Berenshteyn維持買入評級，維持目標價285美元。
富瑞集團分析師David Windley維持買入評級，維持目標價280美元。
奧本海默控股分析師Kenneth Wong維持買入評級，並將目標價從230美元上調至280美元。
此外，綜合報道，$Veeva Systems (VEEV.US)$近期主要分析師觀點如下：
在第三季度再次實現健康增長後，營業利潤率達到了43.5%。但考慮到長期目標利潤率需超過35%，因此相信這一利潤率目前可能處於高位。儘管因研發業務和更廣泛套件的執行改善而產生了積極預期，但對重塑平台的努力及競爭加劇可能限制增長的擔憂依然存在。
Veeva實現了一個'乾淨的季度'，在所有重要指標上均超出預期。預測表明，強勁的賬單和營業收入將在2025財政年度持續。
Veeva最近的第三季度業績被稱爲'強勁'，其營業利潤率表現爲公司歷史上最強。公司持續成功的證據是，在獲取新的Vault CRm客戶方面，廣泛的實力和顯著進展。
公司報告了一個強勁的季度，超出預期，並隨後上調了全年營業收入、訂閱收入和賬單指引。儘管一些人預期了之前的指引重申，本次表現仍然讓觀察者感到滿意。該公司指出，Veeva在所有領域的執行表現良好，儘管宏觀環境持續，但仍保持強勁的商業動能。
儘管之前宣佈了一個可喜的第三季度業績，但實際結果顯著超出預期。即將到來的財政年度的前景似乎樂觀，上調的預測可能低估了真正的潛力。此外，從各種產品和客戶那裏獲得的改善短期可見性和令人鼓舞的因子進一步增強了公司的財務前景。
以下爲今日11位分析師對$Veeva Systems (VEEV.US)$的最新投資評級及目標價：
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