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更新26财年指引后,Veeva Systems股价上涨15%,季度业绩强劲

2025-05-29 05:55

  • Veeva Systems is up ~15% in post-market trading Wednesday after boosting its fiscal year 2026 revenue and EPS projections.
  • The provider of cloud-based software for the life sciences industry now sees revenue for the year of between $3.09B and $3.1B compared to $3.04B-$3.055B prior. Consensus is $3.05B.
  • Non-GAAP fully diluted net income per share is seen at approximately $7.63 vs. consensus of $7.30. It was $7.32 prior.
  • For FY26 Q2, revenues are projected at between $766M and $769M. Consensus is $750.26M. Non-GAAP fully diluted net income per share is between $1.89 and $1.90 vs. consensus of $1.79.
  • In Q1, Veeva beat on both lines
  • Non-GAAP fully diluted net income per share rose to $1.97 from $1.50 in the year-ago period.
  • Veeva ended the Q1 (April 30) with cash and cash equivalents of ~$2B, up from ~$1.1B on Jan. 31.

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