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Stock Ratings / Technology / VEEV / options
ADSK (73) TEAM (61) XYZ (64) MSTR (44) ⌘ Pro Terminal →

Veeva Systems Inc. (VEEV) Options Positioning, Max Pain & Unusual Sweeps

$312.96 +0.84% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $314.18

Veeva Systems Inc. (VEEV) earns a Roarable Rating of B+ (Buy) with 78/100 RQD Confidence. High-quality cash engine (76% profit margin, 11% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 78/100 (B+) historically ranked in the Top 10% of excess returns over the next 90 days (+7.9% avg 90D alpha vs SPY • 70.6% hit rate) →
ROARABLE B+ • BUY Cap $50.25B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on VEEV Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is VEEV stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼

As of 2026-11-02, Veeva Systems Inc. (NYSE: VEEV) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 78/100 at a spot price of $312.96 (+0.84% 1D, market cap $50.25B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 19/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 16/20, and SEC Balance-Sheet Forensics 11/20. Across 714 tracked Technology issuers, VEEV ranks #19 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does VEEV compare to ADSK and TEAM in the Technology sector?
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Within the Technology sector (Computer Software: Prepackaged Software), VEEV carries a Roarable B+ (78/100 RQD), trailing P/E of 55.3x, gross margin of 75.5%, and ROIC of 11.1%. By comparison, ADSK (Autodesk Inc.) holds a B grade (73/100 RQD, P/E 44.9x, ROIC 30.8%, cap $50.52B) and TEAM (Atlassian Corporation) posts a C- grade (61/100 RQD, P/E N/A, ROIC -2.5%, cap $51.47B). Among the 5-stock peer group, XYZ leads on earnings multiple (35.4x) while ADSK leads on capital efficiency (30.8% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for VEEV?
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Per VEEV's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-31, CIK 0001393052), Veeva Systems Inc. generated $3.20B in revenue (+16.3% YoY), $908.9M in net income, and $1.27B in free cash flow against $8.98B in total assets and $794.1M in total debt. Key quantitative strengths: Strong cash generator (76% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Priced at 55x earnings—high expectations leave less room for a lukewarm quarter.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $314.18 (+0.39%)🧬 Cannibal Buyback (-0.96% YoY Shares)⚙️ Cash Engine: 16/20 (B+) • 39.8% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 78/100 (B+) historically ranked in the Top 10% of excess returns over the next 90 days (+7.9% avg 90D alpha vs SPY • 70.6% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERBUY • B+
025507510078
3-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B+ · Rk B+
Cash (16)Whales (19)SEC (16)Macro (16)CEO (11)
Each axis scored 0–20
12M PRICE TARGET CONE+9% Base Target
$403 Bull$341 Base$257 Bear
📬 FREE VEEV RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for VEEV)Realized 20D OHLCV Swing Band: ±6.5%
Deterministic 5-Pillar Attribution (78/100 Composite)
🔍 WHY VEEV SCORES 78/100 (B+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Whale & Options Positioning+19/20 pts (24% of score)

20D Institutional Volume Accumulation (±6.5% realized swing band)

▲ #2 Bullish Driver: Cash Engine Quality+16/20 pts (21% of score)

SEC XBRL FY 2025 (10-K): 39.8% FCF Margin ($1.27B FCF) & 75.5% Gross Margin

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution11/20 pts (-9 pt drag)

Cannibal Buyback (-0.96% YoY Shares) & executive Form 4 sales trim 9 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
70
Grade B$301.63+5.6% Next Q
Q2 (-2Q)
73
Grade B$318.67-1.6% Next Q
Q3 (-1Q)
75
Grade B+$313.46-0.2% Next Q
Current
78
Grade B+$312.96+7.9% Hist 90D α
Trajectory: B (70) → B+ (78)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the VEEV Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 78/100 (B+) score, VEEV faces multiple-compression risk if 55.3x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Priced at 55x earnings—high expectations leave less room for a lukewarm quarter.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-0.96% YoY Shares) — any gross margin slip below 73.0% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($286.34) or 200D SMA ($210.12) invalidates the momentum regime and cuts Target Base ($341.13) toward Bear Floor ($256.63).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $VEEV• $4.8M Crowd Pool • Kalshi / Polymarket Composite
Contract: “VEEV Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
YES 78%NO 22%Trade / Inspect Odds →
CALL VS. PUT WHALE SHARE
— (No Active Options Snapshot)
Put/Call Ratio: — (No Active Options Snapshot)
MAX-PAIN EXPIRATION MAGNET
— (No Active Options Snapshot)
No active options chain max-pain snapshot on file
HISTORICAL 20D VOLATILITY SWING
±6.5%
Derived from 20D OHLCV bars (No Active Options Snapshot)

Active Strike Call vs. Put Concentration Ladder (VEEV)

— (No Active Options Snapshot) — No unusual CBOE strike concentration anomalies recorded in the current database snapshot for VEEV.

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FTC Disclosure: Roarable may receive partner referral compensation at no cost to you. Partner relationships never influence RQD scores.

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Whale Flow & Momentum Playbook: Evaluating VEEV & AI Leaders Without Chasing Tops

  • ✓Institutional whale strikes & implied earnings move audit on VEEV
  • ✓How disciplined traders manage risk using pre-published trigger & invalidation levels
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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VEEV // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +83.86%🛡️ HOLDING TREND SUPPORT
2026-11-02O $317.8H $317.8L $310.3C $313.0VOL 1.79M
RES: $332.1SUP: $312.0SMA50: $286.3SMA200: $210.1
$338.3$287.4$236.4$185.5$134.6RES $332.1SUP $312.0$313.02026-05-042026-06-172026-08-042026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

VEEV Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 VEEV Butterfly Map → + Track VEEV →
Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
39.1%/yr Implied 5Y Growth

vs. +16.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on VEEV today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for VEEV. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for VEEV today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (VEEV)

Technology Rank #19 of 714 ⚔️ ADSK vs VEEV Full Matrix →

1. Head-to-Head Technology Peer Comparison (VEEV vs. ADSK, TEAM, XYZ, MSTR)

Industry: Computer Software: Prepackaged Software (222 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Veeva Systems Inc. (VEEV) ranks #19 by composite RQD confidence (78/100, grade B+) and #63 by equity capitalization ($50.25B). Within this direct 5-issuer industry benchmark cohort, XYZ leads on earnings valuation at 35.4x trailing P/E, while ADSK leads on capital efficiency and profitability with 30.8% ROIC and 91.0% gross margin. VEEV currently leads its immediate peer cohort in composite quantitative strength at 78/100 (B+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
VEEV ACTIVE
Veeva Systems Inc.
B+ 78/100 55.3x 75.5% 11.1% +0.84% $50.25B Benchmark Subject
ADSK
Autodesk Inc.
B 73/100 44.9x 91.0% 30.8% +3.26% $50.52B /adsk-vs-veev →
TEAM
Atlassian Corporation
C- 61/100 — 82.8% -2.5% -6.07% $51.47B /team-vs-veev →
XYZ
Block Inc.
C 64/100 35.4x 42.8% 5.9% -0.95% $46.23B /xyz-vs-veev →
MSTR
Strategy Inc (Class A)
D 44/100 — 68.7% -8.6% -7.84% $59.76B /mstr-vs-veev →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-01-31 • CIK 0001393052

In its most recent audited fiscal period (FY2025, filed 2026-01-31), Veeva Systems Inc. (VEEV) reported GAAP revenue of $3.20B (+16.3% vs. FY2024 revenue of $2.75B , and +35.2% cumulative change since FY2023) , GAAP net income of $908.9M, operating cash flow of $1.42B, and free cash flow of $1.27B (+31.6% YoY). On the balance sheet, VEEV closed FY2025 with $8.98B in total assets against $794.1M in total debt (Altman Z-Score: 19.31, Piotroski F-Score: 9/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2026-01-31 $3.20B $908.9M $1.42B $1.27B $8.98B $794.1M
FY2024 (FY) 2025-01-31 $2.75B $714.1M $1.09B $966.5M $7.34B $678.3M
FY2023 (FY) 2024-01-31 $2.36B $525.7M $911.3M $805.0M $27.64B $6.47B

3. VEEV Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is VEEV stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, Veeva Systems Inc. (NYSE: VEEV) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 78/100 at a spot price of $312.96 (+0.84% 1D, market cap $50.25B). Pillar breakdown: Fundamental Cash Engine 16/20, Institutional 13F & Options Flow 19/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 16/20, and SEC Balance-Sheet Forensics 11/20. Across 714 tracked Technology issuers, VEEV ranks #19 in composite RQD confidence.

How does VEEV compare to ADSK and TEAM in the Technology sector?

Within the Technology sector (Computer Software: Prepackaged Software), VEEV carries a Roarable B+ (78/100 RQD), trailing P/E of 55.3x, gross margin of 75.5%, and ROIC of 11.1%. By comparison, ADSK (Autodesk Inc.) holds a B grade (73/100 RQD, P/E 44.9x, ROIC 30.8%, cap $50.52B) and TEAM (Atlassian Corporation) posts a C- grade (61/100 RQD, P/E N/A, ROIC -2.5%, cap $51.47B). Among the 5-stock peer group, XYZ leads on earnings multiple (35.4x) while ADSK leads on capital efficiency (30.8% ROIC).

What are the biggest fundamental strengths and SEC risk factors for VEEV?

Per VEEV's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-01-31, CIK 0001393052), Veeva Systems Inc. generated $3.20B in revenue (+16.3% YoY), $908.9M in net income, and $1.27B in free cash flow against $8.98B in total assets and $794.1M in total debt. Key quantitative strengths: Strong cash generator (76% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Priced at 55x earnings—high expectations leave less room for a lukewarm quarter.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is VEEV trading relative to its 50-day, 200-day, and 52-week technical levels?

VEEV last traded at $312.96 (+0.84% on volume of 1,375,032 shares), positioning the stock +9.30% above its 50-day simple moving average ($286.34) and +48.94% above its 200-day simple moving average ($210.12). Across its 52-week range of $148.05 to $325.99, VEEV sits at the 92.7% percentile with a 14-day RSI of 58.3 (BULLISH MOMENTUM) and an implied next-earnings move of ±6.5% ($292.62 to $333.30).

VEEV Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

What is VEEV's options positioning and volatility profile?

Roarable tracks verified CBOE unusual options sweeps, put/call ratios, and OHLCV realized volatility bands for VEEV.

Direct Sub-Reports: VEEV RQD Cockpit VEEV 12M Forecast VEEV Earnings & Move VEEV Dividends & DRIP VEEV Insiders & 13F VEEV Whale Options VEEV Profit Sankey VEEV News & Why
ROARABLE RATING BRIEF • RQD 78/100 (B+) ✓ STAGE-C NUMBER FIREWALL VERIFIED

VEEV — Veeva Systems Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:11:07Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, VEEV scores 78 out of 100, graded B+, with the verdict "Roarable Buy — Very Good Cash & Smart-Money Inflow." The five pillars are:

  • Fundamental Cash Engine: 16 / 20. Per the RQD rating, this reflects ROIC of 11.1% and an FCF yield of 2.53%. For a prospective investor, the cash engine is solid but the FCF yield is modest at the current price, meaning the market is paying a premium for each dollar of free cash flow generated.
  • Whale 13F Flow: 19 / 20. The highest-scoring pillar, reflecting institutional accumulation and options positioning. This is a supportive signal for demand, though the underlying 13F holder detail is not itemized in the source data.
  • Insider Conviction: 11 / 20. Reflects SEC Form 4 and Congressional PTR cluster flow. This is the weakest pillar and suggests insider signals are mixed or less decisive than institutional flow.
  • Macro Regime Fit: 16 / 20. Reflects Beta of 1.28 and sector sensitivity. A beta above 1 implies the stock has historically moved more than the broader market, adding volatility exposure in risk-off periods.
  • Forensic Balance Sheet: 16 / 20. Per the RQD rating, Altman Z is 19.31, Piotroski F is 9/9, and Debt/Equity is 0.1. These are strong balance-sheet readings, indicating low financial distress risk.

Upside drivers implied by the data: high institutional flow, strong forensic balance sheet, and high margins. Valuation tradeoff: at a P/E (TTM) of 55.3 and EV/EBITDA of 47.7, the price embeds substantial expectations for future growth, and the 2.53% FCF yield offers limited cash-return cushion. The stock's 52-week range of $148.05 to $325.99 means the current price of $310.34 sits near the upper end of that range, so a prospective investor is evaluating entry close to recent highs.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
$310.34$50.25B55.346.547.75.610%1.28$148.05 - $325.9911.1%

Business

Veeva Systems Inc. is a NYSE-listed issuer in the Technology sector, operating in the Computer Software: Prepackaged Software industry. Per the source profile, the company is a software issuer with a market capitalization of $50.2B. Not available in source data: product lines, customer base, and revenue model detail beyond sector and industry classification.

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025$3195.3M$916.4M$908.9MN/A$1271.4M$1421.2M$794.1M
FY 2024$2746.6M$691.4M$714.1MN/A$966.5M$1118.8M$678.3M
FY 2023$2363.7M$429.3M$525.7MN/A$805.0MN/A$6466.8M

Per the SEC financials, revenue grew from $2363.7M in FY 2023 to $3195.3M in FY 2025, and operating income rose from $429.3M to $916.4M over the same span. Per the market data, gross margin is 75.5%, operating margin 28.7%, and net margin 28.4%, with ROIC at 11.1%. Per the RQD rating, the Altman Z-Score is 19.31 and the Piotroski F-Score is 9/9. The source shows FY 2023 debt of $6466.8M, which is inconsistent with the FY 2024 and FY 2025 debt levels and with the reported Debt/Equity of 0.1; this discrepancy is not resolved in the source data.

Recent Catalysts & News Wire Analysis

Per the recent news feed, all six items are rated YELLOW under the MARKET WIRE impact label. Headlines include "Is Veeva Systems Stock Really Expensive?" (Yahoo Finance), "Software Leader Veeva Systems Positioned To Hit Buy Points After Nearly Doubling" (Investor's Business Daily), "Veeva Systems Inc. (VEEV) Stock Price, News, Quote & History" (Yahoo! Finance Canada), "Veeva Systems Inc (VEEV) Stock Up 4.0% but GF Value Says Overval" (GuruFocus), "Veeva Systems (VEEV) Stock Trades Up, Here Is Why" (Yahoo Finance), and "Reasons to Hold Veeva Systems Stock in Your Portfolio for Now" (Yahoo Finance). Risk watch items include valuation debate (the expensive-stock framing and the GuruFocus overvaluation reference) and the stock's price already having nearly doubled per the IBD headline. Per the Butterfly Supply-Chain Graph, the supply chain is recorded as NONE, with no butterfly links and no proprietary signals.

Open Questions

  • What explains the FY 2023 debt figure of $6466.8M relative to FY 2024 ($678.3M) and FY 2025 ($794.1M), and which figure is correct?
  • What are the reported EPS figures for FY 2023 through FY 2025, given that every period lists EPS as N/A?
  • Which specific institutional holders and insider transactions drive the Whale 13F and Insider Conviction pillar scores?
  • What are the revenue drivers, customer concentration, and product mix behind the growth from $2363.7M to $3195.3M?
  • What supply-chain or sector dependencies, if any, apply to VEEV, given the graph records none?

VEEV Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Veeva Systems Inc. (VEEV) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to VEEV Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

VEEV Bull vs. Bear Conversation Board — What's Your Call at $312.96?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON VEEV 🐻 33% BEARISH CONVICTION
1. Pick Your Side on VEEV:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH 🎯 Target: $366.20 (+18.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is VEEV (B+ • RQD 78/100) a Buy at $310.34?

Welcome to the VEEV (Veeva Systems Inc.) Roar Pit. Current RQD Composite is 78/100 (Roarable Buy — Very Good Cash & Smart-Money Inflow) in Computer Software: Prepackaged Software. Bulls point to operating leverage and sector positioning, while bears focus on valuation multiple compression (55.3x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

VA ValDiscipline Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $254.48 (-18.0%)
Spot @ $310.34

Pump the brakes on VEEV — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on VEEV, but look at what you are paying: 55.3x trailing P/E with 75.5% gross margins. Unless Veeva Systems Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

AL AlphaFlow_Cap Verified K Arena Trader 🐂 BULLISH 🎯 Target: $359.99 (+16.0%)
Spot @ $310.34

VEEV cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on VEEV, the market is fixating on short-term headline noise in Computer Software: Prepackaged Software and ignoring the balance sheet and cash flow trajectory. At $310.34 (52-wk range $148.05 - $325.99), any beat on forward guidance forces shorts and underweight funds to chase.

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