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Sentiment · FY2026 Q4
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Stan Berenshteyn | Wells Fargo | 10 | 10% |
| Joe Vruwink | Robert W. Baird | 10 | 0% |
| Brian Peterson | Raymond James | 10 | 0% |
| Saket Kalia | Barclays | 9 | 22% |
| Ken Wong | Oppenheimer | 9 | 11% |
| Tyler Radke | Citigroup | 8 | 13% |
| Jailendra Singh | Truist Securities | 7 | 0% |
| Dylan Becker | William Blair | 7 | 0% |
| Craig Hettenbach | Morgan Stanley | 7 | 0% |
| Rishi Jaluria | RBC Capital Markets | 7 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 1 | 10 | 10% |
| Raymond James | 1 | 10 | 0% |
| Robert W. Baird | 1 | 10 | 0% |
| Oppenheimer | 1 |
| 9 |
| 11% |
| Citigroup | 2 | 9 | 11% |
| Barclays | 1 | 9 | 22% |
| Truist Securities | 2 | 8 | 13% |
| William Blair | 2 | 8 | 0% |
Veeva closed fiscal 2026 with $836 million in Q4 revenue (16.0% YOY growth) and $3.195 billion for the full year, surpassing its $3 billion run rate goal while generating $1.434 billion in non-GAAP operating income. Close to 140 customers are now live on Vault CRM with the end-of-support date pulled forward to December 2029, while CRM top 20 commitments remain on track at roughly 14 of 20. The company achieved milestone wins with its first top 20 RTSM enterprise standardization and continued the safety surge with another top 20 win and first Signal and Workbench go-live. AI agents are rolling out across all application areas through 2026 with token-based pricing, and management introduced FY2027 guidance at 13% total revenue growth while highlighting the study-by-study CRO channel as a potential $1 billion business.
Demand | Product Launch | Competitive Dynamics | Revenue Growth | Cloud & AI | Innovation & R&D | Macroeconomic | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 7 | 6 | 6 | 5 | 1 | 2 | 2 | 1 |
| 2025Q4 | 11 | 9 | 3 | 6 | 4 | 3 | 1 | |
| 2026Q1 | 12 | 7 | 6 | 6 | 4 | 4 | 7 | 3 |
| 2026Q2 | 10 | 11 | 11 | 6 | 8 | 4 | 1 | |
| 2026Q3 | 12 | 9 | 11 | 7 | 5 | 2 | 1 | 1 |
| 2026Q4 | 7 | 7 | 10 | 8 | 14 | 2 | 1 | 4 |
| '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|
| Demand | 7 | 11 | 12 | 10 | 12 | 7 |
| Product Launch | 6 | 9 | 7 | 11 | 9 | 7 |
| Competitive Dynamics | 6 | 3 | 6 | 11 | 11 | 10 |
| Revenue Growth | 5 | 6 | 6 | 6 | 7 | 8 |
| Cloud & AI | 1 | 4 | 4 | 8 | 5 | 14 |
| Innovation & R&D | 2 | 3 | 4 | 4 | 2 | 2 |
| Macroeconomic | 2 | 7 | 1 | 1 | 1 | |
| Guidance Reliability | 1 | 1 | 3 | 1 | 4 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
VEEV Veeva Systems Inc. | 9 | +16.0% | |
| GEHC GE HealthCare | 4 | +7.4% |