VEEVSoftware
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Who said what, and what VEEV did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about VEEV
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-27 | Terry SmithFounder & CIO, Fundsmith | Bullish | Fundsmith LLP UK | Replaced Wolters Kluwer with Veeva (referred to as 'Viva') because Veeva's software spans clinical-trial data… |
| 2025-06-30 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Veeva Systems is positioned as the key AI implementation platform for healthcare industry customers, and the… |
Next report: 18 Nov 2026 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 26 Aug 2026 | after the close | 2.35 vs 2.27 | +4.9% |
Notable options days
Sessions in the last 120 where VEEV’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-16 | ||||||
| 2026-10-15 | ||||||
| 2026-10-13 | ||||||
| 2026-10-09 | ||||||
| 2026-08-27 | ||||||
| 2026-08-26 | ||||||
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| 2026-06-04 | ||||||
| 2026-06-03 | ||||||
| 2026-06-02 | ||||||
| 2026-06-01 |
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