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The Bull Case For Veeva Systems (VEEV) Could Change Following Roche’s Global Rollout of Vault CRM with AI

Simply Wall St·11/30/2025 08:15:16
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  • Roche Pharmaceuticals recently announced it will expand its partnership with Veeva Systems by implementing Veeva Vault CRM, including advanced AI functionalities, across its global pharmaceutical operations.
  • This decision highlights increasing industry validation for Veeva's AI-powered CRM suite, underlining its growing influence among major biopharmaceutical clients seeking innovative commercial execution solutions.
  • We'll explore how Roche's adoption of Vault CRM with integrated AI could influence Veeva's positioning and broader investment outlook.

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Veeva Systems Investment Narrative Recap

To own shares in Veeva Systems, investors need to believe that the digital transformation of life sciences will drive sustained demand for advanced software solutions, especially as major pharmaceutical firms look to boost productivity and unlock new AI-driven value. Roche’s adoption of Veeva Vault CRM with AI capabilities provides further validation but does not materially change the biggest near-term catalyst, accelerated enterprise adoption of Veeva’s Commercial Cloud suite, nor does it remove the risk that Veeva’s revenue remains concentrated in a small number of large clients.

Among recent developments, Veeva’s third quarter earnings announcement stands out: revenue rose to US$811.24 million, with net income also increasing year over year. This performance supports the view that Veeva’s rollout of new cloud and AI-enabled products continues to align with key commercial execution catalysts. However, ongoing wins like Roche’s highlight the stakes of keeping large pharmaceutical relationships strong and stable in an increasingly competitive market.

Yet, in contrast to this momentum, investors should be aware that a high reliance on a handful of major customers can mean ...

Read the full narrative on Veeva Systems (it's free!)

Veeva Systems is projected to reach $4.3 billion in revenue and $1.3 billion in earnings by 2028. This outlook assumes a 12.8% annual revenue growth rate and an earnings increase of $490 million from the current $809.9 million.

Uncover how Veeva Systems' forecasts yield a $320.62 fair value, a 33% upside to its current price.

Exploring Other Perspectives

VEEV Community Fair Values as at Nov 2025
VEEV Community Fair Values as at Nov 2025

Seven Simply Wall St Community members have estimated Veeva’s fair value between US$230 and US$321 per share. While many see the appeal of new product adoption, your own outlook may depend on how you weigh the risk of customer concentration impacting future growth and pricing power, explore several perspectives before deciding where you stand.

Explore 7 other fair value estimates on Veeva Systems - why the stock might be worth as much as 33% more than the current price!

Build Your Own Veeva Systems Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Veeva Systems research is our analysis highlighting 4 key rewards that could impact your investment decision.
  • Our free Veeva Systems research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Veeva Systems' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.