Veeva Systems Inc (VEEV) FY2026Q3 Earning Prediction
Veeva Systems Inc (VEEV) is set to release its FY2026Q3 earnings performance on 11/20 16:05:00 ET in After Hours trading. Consensus forecasts predict a revenue of 792.62M and an earnings per share (EPS) of 1.95 for the FY2026Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
AI Earnings Prediction
The earnings forecast predicts a Beat, driven by strong CRM commitments, AI product launches, and margin improvements.
Scenario Analysis
Key Indicators Forecast
No data
Prediction Logic & Rational
Revenue Drivers:
CRM Commitments: Securing commitments from Bristol Myers Squibb (BMY), Gilead Sciences (GILD), and other top-20 pharma firms for Veeva Vault CRM directly addresses market demand and signals strong adoption in a competitive landscape. This positions revenue to exceed stagnant consensus estimates (0% revision).
AI Product Launches: The December 2025 commercial release of Veeva AI Agents for CRM and R&D, combined with customization capabilities, could drive incremental upsell opportunities. Analysts (TD Cowen, JPMorgan) highlight Veeva’s $20B+ TAM penetration and secular tailwards (pharma insourcing), supporting above-consensus growth.
Margin Improvement:
- Partnership Synergies: The OpenEvidence collaboration (Open Vista) and IQVIA alliance reduce R&D costs through shared development, improving operating leverage. Mizuho noted “beat and raise” quarters, implying margin discipline.
Risks Mitigated:
- Salesforce’s CRM launch has not derailed Veeva’s customer wins (GSK, Bayer, Astellas), alleviating concerns about competitive pressure.
Tactical Strategy Recommendations
Bullish Play:
Stock Accumulation: Buy shares ahead of earnings, targeting $310-$320 (5-7% upside) on a Strong Beat.
Options: Dec 2025 $300 calls (delta ~0.6) to capitalize on beat-driven volatility.
Hedging:
- Pair with short-term puts (e.g., Nov 2025 $285 strike) to mitigate downside risk from high expectations.
Rationale: Fact data supports revenue/margin upside, but consensus already prices in 12-13% growth. A moderate beat is likelier than a blowout.
Earnings Surprise Analysis
VEEV Transcript
The earnings call summary presents a mixed picture. While there is optimism about Veeva AI and Crossix's growth, the lack of specific guidance and management's reluctance to provide detailed answers on key issues create uncertainty. Positive aspects include stable financial health, innovation in Safety, and a supportive market environment. However, concerns about CRM customer decisions and the absence of specific financial projections or guidance temper the overall sentiment. Given these mixed signals, the stock price reaction is likely to be neutral.
VEEV Slides
VEEV Report
Frequently Asked Questions
What is the Veeva Systems Inc FY2026Q3 Earnings Release Date and Time?
Veeva Systems Inc (VEEV) is scheduled to release its FY2026Q3 earnings report onNov 20, 2025, After Hours(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
What Are the Consensus Forecasts for Veeva Systems Inc FY2026Q3 Revenue and EPS?
Analysts' consensus predicts 792.62M in revenue and an EPS of 1.95 for Veeva Systems Inc's FY2026Q3.
What Does Intellectia's AI Predict for Veeva Systems Inc FY2026Q3 Earnings?
Intellectia's exclusive AI algorithms forecast a Beat forVeeva Systems Inc's FY2026Q3 earnings, with a prediction date of Nov 20, 2025. Veeva Systems Inc The earnings forecast predicts a Beat, driven by strong CRM commitments, AI product launches, and margin improvements.
How Can I Use This Earnings Prediction to Trade VEEV Stock?
Leverage Intellectia's AI forecast to position trades ahead of theNov 20, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
How Accurate Is Intellectia's AI for Earnings Predictions Like Veeva Systems Inc FY2026Q3?
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
How does AI Earnings Prediction generate its forecasts?
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
When are the predictions available, and how often are they updated?
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Can I use AI Earnings Prediction for all types of stocks?
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2025-2026 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
