VEEV

Phreesia (PHR) came out with quarterly earnings of $0.05 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to a loss of $0.07 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +150.00%. A quarter ago, it was expected that this developer of health care software would post earnings of $0.09 per share when it actually produced earnings of $0.12, delivering a surprise of +33.33%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Phreesia, which belongs to the Zacks Medical Info Systems industry, posted revenues of $130.94 million for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 0.51%. This compares to year-ago revenues of $115.94 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Phreesia shares have lost about 47.1% since the beginning of the year versus the S&P 500's gain of 9.8%. While Phreesia has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Phreesia was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (S...

Hims & Hers (HIMS) reported Q1 2026 EPS of -$0.40 versus $0.03 consensus, a net loss of $92.11M, gross margin compression to 65% from 73%, and a collapsing 7% adjusted EBITDA margin, with the core U.S. business contracting 8% year over year. Doximity (DOCS) delivered $185.05M revenue up 9.8% with a 60.2% adjusted EBITDA margin and $61.56M net income, serving 1M+ quarterly active prescribers while growing AI products 50% quarter over quarter. Hims’ GLP-1 churn and consumer-dependent business model produced a 1,266% earnings miss with insider selling and mounting convertible debt, while Doximity’s physician platform network generates sustainable cash flow and is returning capital via a $500M share repurchase authorization. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Doximity wasn't one of them. Get them here FREE. Hims & Hers (NYSE:HIMS) is dominating headlines this week because the GLP-1 darling just delivered one of the ugliest quarters in the telehealth sector's short history, and bargain hunters are circling the wreckage. But here's what you should actually be watching. The Q1 2026 release on May 11, 2026 was a fracture. EPS came in at -$0.40 against a $0.03 consensus, a 1,266% miss, with a net loss of $92.11 million versus net income of $49.48 million a year earlier. GAAP gross margin compressed to 65% from 73%, and adjusted EBITDA collapsed to a 7% margin. The U.S. business, the actual core, shrank 8% year over year. Shares fell 14.1% on the day to $25.03, capping a 54.66% one-year decline. The valuation remains stretched even after the drop. Even after the fall, Hims trades at a trailing P/E of 57 and a forward P/E of 67, with an operating margin of -12.9%. Total liabilities ballooned 431% year over year to $1.82 billion, freighted with roughly $1 billion of convertible debt. The C-suite has voted with its feet: CEO Andrew Dudum disposed of 436,190 shares at $24.77 on April 13, and the CFO, COO, and Chief Legal Officer all dumped stock in the weeks before the earnings release. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Doximity wasn't one of them. Get them here FREE. The smarter rotation is Doximity (NYSE:DOCS), the LinkedIn for U.S. physicians, now trading at $26.45 with a $3.54 billion market cap. Three reasons it deserves the attention HIMS is hogging. One: real profits. Fiscal Q3 2026, reported...

Doximity (DOCS) came out with quarterly earnings of $0.26 per share, missing the Zacks Consensus Estimate of $0.28 per share. This compares to earnings of $0.38 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -7.14%. A quarter ago, it was expected that this medical social networking site would post earnings of $0.44 per share when it actually produced earnings of $0.46, delivering a surprise of +4.55%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Doximity, which belongs to the Zacks Medical Info Systems industry, posted revenues of $145.37 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.19%. This compares to year-ago revenues of $138.29 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Doximity shares have lost about 40.3% since the beginning of the year versus the S&P 500's gain of 8.1%. While Doximity has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Doximity was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy...

PLEASANTON, Calif., May 13, 2026 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) will announce financial results for its first quarter ending April 30, 2026 after market close on June 3, 2026. Veeva will host a conference call and webcast that day at 2:00 p.m. PT (5:00 p.m. ET) to discuss its financial results. Veeva will post prepared remarks to its investor relations website at ir.veeva.com at approximately 1:05 p.m. PT (4:05 p.m. ET). A webcast replay will be available on the website following the live event. About Veeva SystemsVeeva delivers the industry cloud for life sciences with software, AI, data, and consulting. Committed to innovation, product excellence, and customer success, Veeva serves more than 1,500 customers, ranging from the world's largest pharmaceutical companies to emerging biotechs. As a Public Benefit Corporation, Veeva is committed to balancing the interests of all stakeholders, including customers, employees, shareholders, and the industries it serves. For more information, visit veeva.com. Veeva uses its ir.veeva.com website as a means of disclosing material non-public information, announcing upcoming investor conferences, and for complying with its disclosure obligations under Regulation FD. Accordingly, you should monitor Veeva's investor relations website in addition to following its press releases, SEC filings, and public conference calls and webcasts. Investor Relations Contact:Gunnar HansenVeeva Systems [email protected] Media Contact:Maria ScurryVeeva Systems [email protected] View original content:https://www.prnewswire.com/news-releases/veeva-to-release-fiscal-2027-first-quarter-results-on-june-3-2026-302771259.html

Hims & Hers Health, Inc. HIMS is scheduled to report first-quarter 2026 results on May 11, after the closing bell. In the last reported quarter, the company’s earnings per share (EPS) of 7 cents surpassed the Zacks Consensus Estimate by 250%. Over the trailing four quarters, its earnings outperformed the Zacks Consensus Estimate on two occasions and missed twice, delivering an earnings surprise of 69.5%, on average. Let’s check out the factors that have shaped HIMS’ performance prior to this announcement. Hims & Hers’ first-quarter 2026 results are likely to reflect continued strength in its expanding personalized healthcare platform strategy. The company has been broadening its specialty offerings through newer categories such as low testosterone treatments, menopause and perimenopause care, proactive diagnostics and advanced laboratory testing, which is expected to have supported subscriber engagement and higher spending per user during the to-be-reported quarter. The rollout of Labs and the launch of multi-cancer early detection testing through Galleri may have further strengthened cross-selling opportunities and reinforced HIMS’ push toward preventative, data-driven healthcare. The weight-loss business is likely to have remained a major growth driver in the quarter. Hims & Hers expanded its collaboration with Novo Nordisk, adding access to a broader portfolio of FDA-approved GLP-1 medications, including Wegovy and Ozempic offerings, while shifting away from broad marketing of compounded GLP-1 products in the United States. This transition may have improved customer confidence and supported demand for branded weight-loss treatments. International expansion initiatives are also likely to have contributed positively to first-quarter 2026 performance. HIMS continued scaling operations across Europe and Canada following the ZAVA and Livewell acquisitions, while also announcing the proposed acquisition of Eucalyptus to deepen its international footprint. However, first-quarter 2026 results may have been pressured by elevated operating expenses tied to infrastructure expansion, acquisitions, technology investments and marketing initiatives supporting newer specialties and international growth efforts. Additionally, evolving regulatory scrutiny surrounding compounded GLP-1 products may have continued to create uncertainty across portions of the weight-loss segme...

Enovis (ENOV) came out with quarterly earnings of $0.89 per share, beating the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.81 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.54%. A quarter ago, it was expected that this manufacturing and engineering company would post earnings of $0.81 per share when it actually produced earnings of $0.95, delivering a surprise of +17.28%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Enovis, which belongs to the Zacks Medical Info Systems industry, posted revenues of $589.15 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.68%. This compares to year-ago revenues of $558.83 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Enovis shares have lost about 6.7% since the beginning of the year versus the S&P 500's gain of 7.6%. While Enovis has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Enovis was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #1 (Strong Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong...

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Veeva Systems (NYSE:VEEV) and the best and worst performers in the vertical software industry. Software is eating the world, and while a large number of solutions such as project management or video conferencing software can be useful to a wide array of industries, some have very specific needs. As a result, vertical software, which addresses industry-specific workflows, is growing and fueled by the pressures to improve productivity, whether it be for a life sciences, education, or banking company. The 14 vertical software stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 2.5% while next quarter’s revenue guidance was in line. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 11% since the latest earnings results. Originally named "Verticals onDemand" before rebranding in 2009, Veeva Systems (NYSE:VEEV) provides cloud software, data solutions, and consulting services that help life sciences companies develop and bring products to market more efficiently. Veeva Systems reported revenues of $836 million, up 16% year on year. This print exceeded analysts’ expectations by 3.1%. Overall, it was a very strong quarter for the company with a solid beat of analysts’ billings estimates and full-year EPS guidance exceeding analysts’ expectations. The stock is down 14.6% since reporting and currently trades at $161.00. We think Veeva Systems is a good business, but is it a buy today? Read our full report here, it’s free. Starting with AutoCAD in the 1980s and evolving into a comprehensive design ecosystem, Autodesk (NASDAQ:ADSK) provides software solutions for architecture, engineering, construction, manufacturing, and entertainment industries to design, simulate, and visualize projects. Autodesk reported revenues of $1.96 billion, up 19.4% year on year, outperforming analysts’ expectations by 2.1%. The business had an exceptional quarter with a solid beat of analysts’ billings estimates and EPS guidance for next quarter exceeding analysts’ expectations. Although it had a fine quarter compared its peers, the market seems unhappy with the results as the stock is down 2.6% since reporting. It currently trades at $227.36. I...

What a brutal six months it’s been for Veeva Systems. The stock has dropped 44.2% and now trades at $166.60, rattling many shareholders. This may have investors wondering how to approach the situation. Following the drawdown, is this a buying opportunity for VEEV? Find out in our full research report, it’s free. Originally named "Verticals onDemand" before rebranding in 2009, Veeva Systems (NYSE:VEEV) provides cloud software, data solutions, and consulting services that help life sciences companies develop and bring products to market more efficiently. While many software businesses point investors to their adjusted profits, which exclude stock-based compensation (SBC), we prefer GAAP operating margin because SBC is a legitimate expense used to attract and retain talent. This is one of the best measures of profitability because it shows how much money a company takes home after developing, marketing, and selling its products. Veeva Systems has been a well-oiled machine over the last year. It demonstrated elite profitability for a software business, boasting an average operating margin of 28.7%. This result isn’t too surprising as its gross margin gives it a favorable starting point. If you’ve followed StockStory for a while, you know we emphasize free cash flow. Why, you ask? We believe that in the end, cash is king, and you can’t use accounting profits to pay the bills. Veeva Systems has shown terrific cash profitability, driven by its lucrative business model and cost-effective customer acquisition strategy that enable it to stay ahead of the competition through investments in new products rather than sales and marketing. The company’s free cash flow margin was among the best in the software sector, averaging an eye-popping 43.4% over the last year. Billings is a non-GAAP metric that is often called “cash revenue” because it shows how much money the company has collected from customers in a certain period. This is different from revenue, which must be recognized in pieces over the length of a contract. Veeva Systems’s billings came in at $1.52 billion in Q4, and over the last four quarters, its year-on-year growth averaged 14.3%. This performance slightly lagged the sector and suggests that increasing competition is causing challenges in acquiring/retaining customers. Veeva Systems’s merits more than compensate for its flaws. After the recent drawdown, the...

A month has gone by since the last earnings report for Veeva Systems (VEEV). Shares have lost about 11.3% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Veeva due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important catalysts. Veeva Systems reported adjusted earnings per share of $2.06 for the fourth quarter of fiscal 2026, which increased 18.4% from the year-ago figure of $1.74. Adjusted earnings per share beat the Zacks Consensus Estimate by 7.3%. GAAP earnings per share in the fiscal fourth quarter were $1.45, up 22.9% from the year-ago period’s $1.18. In the quarter under review, the company’s revenues totaled $836 million, beating the Zacks Consensus Estimate by 3.4%. On a year-over-year basis, the top line improved 16%. The fiscal fourth-quarter top line was driven by Veeva Systems’ robust segmental performance. For fiscal 2026, VEEV registered total sales of $3.19 billion, up 16% year over year. The company reported adjusted earnings per share of $8.10 for fiscal 2026, up 22.7% compared with fiscal 2025. Veeva Systems derives revenues from two operating segments: Subscription services, and Professional services and other. In the fiscal fourth quarter, Subscription services revenues improved 16% from the year-ago quarter to $707.7 million. Per management, this uptick was driven by both its established and newer solutions. Professional services and other revenues increased 14.1% year over year to $128.2 million. In the quarter under review, Veeva Systems’ gross profit improved 15.3% year over year to $622.5 million. The gross margin contracted 40 basis points (bps) to 74.5%. Sales and marketing expenses increased 11.1% year over year to $110.2 million. Research and development (R&D) expenses rose 9.5% year over year to $198.8 million, while general and administrative expenses decreased 4.4% year over year to $67.6 million. Total operating expenses of $376.6 million increased 7.1% year over year. Operating profit totaled $245.9 million, which increased 30.5% from the prior-year quarter. The operating margin in the fiscal fourth quarter expanded 330 bps to 29.4%. The company exited fourth-quarter fiscal 2026 with cash and cash equiv...

Veeva Systems Inc. (NYSE:VEEV) recently posted some strong earnings, and the market responded positively. Our analysis found some more factors that we think are good for shareholders. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Many investors haven't heard of the accrual ratio from cashflow, but it is actually a useful measure of how well a company's profit is backed up by free cash flow (FCF) during a given period. In plain english, this ratio subtracts FCF from net profit, and divides that number by the company's average operating assets over that period. You could think of the accrual ratio from cashflow as the 'non-FCF profit ratio'. As a result, a negative accrual ratio is a positive for the company, and a positive accrual ratio is a negative. While it's not a problem to have a positive accrual ratio, indicating a certain level of non-cash profits, a high accrual ratio is arguably a bad thing, because it indicates paper profits are not matched by cash flow. That's because some academic studies have suggested that high accruals ratios tend to lead to lower profit or less profit growth. Veeva Systems has an accrual ratio of -0.71 for the year to January 2026. That indicates that its free cash flow quite significantly exceeded its statutory profit. Indeed, in the last twelve months it reported free cash flow of US$1.4b, well over the US$908.9m it reported in profit. Veeva Systems shareholders are no doubt pleased that free cash flow improved over the last twelve months. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Happily for shareholders, Veeva Systems produced plenty of free cash flow to back up its statutory profit numbers. Because of this, we think Veeva Systems' underlying earnings potential is as good as, or possibly even better, than the statutory profit makes it seem! Better yet, its EPS are growing strongly, which is nice to see. The goal of this article has been to assess how well we can rely on the statutory earnings to reflect the company's potential, but there is plenty more to consider. While it's really important to...

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Elevance Health, Inc. (ELV) : Free Stock Analysis Report Veeva Systems Inc. (VEEV) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Veeva Systems Inc. (NYSE:VEEV) is on our list of the 10 best large cap growth stocks to buy. On March 5, 2026, Veeva Systems Inc. (NYSE:VEEV)’s strong fourth-quarter results and stronger-than-expected billings drew Truist’s attention. While the firm reduced its price target on Veeva Systems Inc. (NYSE:VEEV) to $262 from $275, it reiterated a Buy rating. The firm highlighted Veeva Systems Inc. (NYSE:VEEV)’s guidance that exceeded consensus estimates, indicating ongoing commercial momentum. Truist added that the company’s revised outlook reflects customer planning cycles rather than expectations of major macroeconomic improvements. This reflects Veeva Systems Inc.’s (NYSE:VEEV) relatively cautious approach to guidance, according to the firm, despite improving macro visibility across several sectors. Furthermore, this view was supported the same day when TD Cowen updated its model in response to the company’s impressive quarterly results. The firm lowered its price target on Veeva Systems Inc. (NYSE:VEEV) from $380 to $300 but maintained a Buy rating on the stock. The firm claimed that, because Veeva Systems Inc. (NYSE:VEEV)’s platform is integrated, it offers a significant competitive advantage over new AI-native point-solution rivals, and TD Cowen is no longer too worried about the risks associated with artificial intelligence. With management’s guidance reinforcing the bullish analysts’ outlook, broader analyst sentiment remains positive as of March 6, 2026. The consensus price target of $195.49 implies a roughly 40.67% upside potential, representing a bullish stance from over 70% of covering analysts. Meanwhile, over the last six months, the stock has fallen more than 28% amid a roughly 40% decline in the Health Information Services sector. Veeva Systems Inc. (NYSE:VEEV) provides cloud software for life sciences companies, including data management, CRM, and regulated content solutions to boost productivity and compliance. While we acknowledge the potential of VEEV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in...