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Veeva Systems (VEEV) delivered strong third-quarter results, beating revenue and earnings estimates while sharing an upbeat outlook for the rest of the fiscal year. The company is highlighting continued strength in its core software operations and growing adoption of Veeva AI.

See our latest analysis for Veeva Systems.

Despite impressive third-quarter results and upbeat new guidance, Veeva Systems’ share price took a sharp hit, falling nearly 10% in a single day, as investor jitters about future growth tempered enthusiasm. Even after this pullback, Veeva still boasts a 12.7% total shareholder return over the past year and remains solidly in positive territory for 2025. However, recent momentum has faded and the five-year total return lags the broader market.

If you’re interested in how other healthcare technology innovators are delivering growth and navigating changing markets, check out See the full list for free.

Given the mixed reaction to Veeva’s earnings beat and guidance hike, the central question for investors is clear: does the recent pullback signal an undervalued opportunity, or is the market fully pricing in Veeva’s growth trajectory from this point forward?

With the narrative’s fair value estimate of $320.62 sitting well above Veeva’s recent closing price of $244.06, there is a notable gap between the broader analyst consensus and where the market stands today. This invites a closer look at the high-conviction logic propelling this valuation.

The resolution of the long-standing dispute with IQVIA removes critical data interoperability barriers. This enables Veeva to fully integrate industry-leading datasets into its Commercial Cloud, which should materially expand its addressable market, improve product adoption across multiple commercial applications, and accelerate top-line revenue growth over the next several years.

Read the complete narrative.

Want to see what’s fueling this bullish narrative? There’s a bold blend of margin expansion, faster revenue growth, and a projected profit trajectory rarely seen in healthcare SaaS. Curious which assumptions are powering that premium? The full narrative spells out the aggressive financial blueprint behind this value call.

Result: Fair Value of $320.62 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, persistent competitive pressures or slower than expected adoption of Veeva’s new AI products could quickly challenge this optimistic view.

Find out about the key risks to this Veeva Systems narrative.

Switching to a price-to-earnings lens, Veeva trades at 46.6x earnings, above both its fair ratio of 32.3x and the broader global healthcare services average of 34.1x. This suggests investors are paying a premium for growth today, which adds valuation risk if expectations reset. Will sentiment hold up if momentum slows?

See what the numbers say about this price — find out in our valuation breakdown.

Prefer to draw your own conclusions from the numbers? You can analyze the facts and put together a personalized investment narrative in just minutes. Do it your way

A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Veeva Systems.

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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.

Companies discussed in this article include VEEV.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

• SharpLink Gaming reported third quarter 2025 earnings showing revenue and sales of US$10.84 million, up dramatically from US$881,690 a year earlier, and shifted from a net loss to net income of US$104.27 million.

• This marks a very large increase in both revenue and profit for the company over the prior year quarter.

• We’ll examine how SharpLink Gaming’s exceptional turnaround in quarterly profitability shapes its current investment narrative.

Outshine the giants: these 26 early-stage AI stocks could fund your retirement.

For those considering SharpLink Gaming, the latest earnings release marks a significant moment. The company delivered a striking turnaround, swinging to a US$104.27 million net income following a string of losses and posting quarterly revenue that outpaces recent annual totals. This earnings shock could reshape earlier narratives that focused on persistent unprofitability, heavy past dilution from fundraising, and the untested nature of its quickly rotating leadership team. Positive short-term catalysts may now include greater investor confidence, improved financing options, or momentum behind its blockchain initiatives. However, big risks persist: the scale and source of the sudden profit may raise questions, particularly given last quarter’s multi-million dollar loss, and the history of share issuance may remain a concern. Whether this surge signals lasting change or just a one-off remains to be seen, but it has undoubtedly shaken up the story for both bulls and bears.

But risks linked to recent dilution and share offerings could still linger after the profit headline. Despite retreating, SharpLink Gaming’s shares might still be trading 32% above their fair value. Discover the potential downside here.

Nineteen fair value estimates from the Simply Wall St Community highlight values ranging from just US$0.02 to a very large US$60,161.54. With opinions diverging this widely, consider both SharpLink’s impressive quarterly profit and the potential risks around past dilution before reaching any conclusions on its future.

Explore 19 other fair value estimates on SharpLink Gaming – why the stock might be worth less than half the current price!

Disagree with this assessment? Create your own narrative in under 3 minutes – extraordinary investment returns rarely come from following the herd.

Our daily scans reveal stocks with breakout potential. Don’t miss this chance:

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.

Companies discussed in this article include SBET.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

We recently published 10 Stocks Jim Cramer Talked About.  NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer discussed.

This show was aired the day after AI GPU designer NVIDIA Corporation (NASDAQ:NVDA) reported its earnings for its third fiscal quarter. The results saw the firm report $57 billion in revenue and $1.30 in earnings per share to beat analyst estimates of $54.9 billion and $1.25. Heading into the earnings, Cramer had asserted that NVIDIA Corporation (NASDAQ:NVDA) was still the “gold standard” and outlined that if the firm managed to smoothly launch its latest Vera Rubin chips, then “there might be a level where I say hey listen we own it from a very low basis.” During this appearance, he discussed NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang’s comment about a new “wave” of agentic AI systems that were capable of reasoning and analysis. Huang believes that the transition to generative AI is necessary for businesses, and the transformation to agentic and physical AI will be revolutionary. As he discussed NVIDIA Corporation (NASDAQ:NVDA) after the earnings, Cramer started by admitting that he was left short of words for a brief while:

“Last night, I went out to dinner and came back. For a couple of hours I thought what am I going to say today, it’s such a different narrative from what we hear. And I think that what we heard last night was, these companies aren’t spending enough. Everytime they spend, they make much more money. So they’re trying to get as many chips as they can. Which is the opposite of what we’re hearing. The circular analysis, David, there was, they’re ready to sell anything they want to. They’re up on almost everything. They’re good investors, so the idea that there’s this Lazy Susan circular nature, is defeated. And the notion, where we are in the world is far different from what people think. Far further and we’re getting there. You know and the reason I start with this to you David, is because he’s saying look the world is going to change so rapidly in the next three years and it’s all gonna be software written on NVIDIA. I found that to be, I’m not saying that’s revolutionary, that’s too strong, but the doubters really have a lot of thinking to do. Including people who say bubble AI, who . . .don’t know about the revolution that’s occurring.