VEEV · long Veeva Systems INC
Veeva Systems is a vertical software company valued as if its best growth years are behind it.
NYSE
Veeva Systems INC
VEEV
11 stories
$52B Market cap · 2026-10-23
VEEV · long 
Veeva Systems (NYSE: VEEV) Stock Rating: Distribute After Q2 FY1/27 - Significant Gains To Bank
Veeva Systems moved VEEV to Distribute at $277 after a 41% gain in less than two months, despite Q2 revenue growth of 18% and 45% EBITDA…
The Quality Check #1
The Quality Check #1 reviews recent developments at Arista, Cummins, Veeva, ServiceNow and AppLovin following earnings season.
Sleep Well Portfolio (Aug 2026) - Recovery continues, Cyber Security roared back.
Sleep Well Portfolio’s August gains were led by Veeva, CrowdStrike and cybersecurity, while Cellebrite and WiseTech reported early AI…
[scuttleslops] VEEV, CRM, WDAY, SNPS, NVDA
Veeva targets CRM share gains from Salesforce migration delays while Falcon agentic labor expands its reach into life-sciences safety,…
Veeva 2Q’26: “SaaSpocalypse” Cancelled
Veeva beat its $905 million revenue guide with $928 million, up 17.6%, while subscription growth accelerated and GAAP EBIT margin reached…
Revisiting Veeva #2
Veeva plans Falcon agents for pharmacovigilance, clinical-trial documents and regulatory writing, targeting multibillion-dollar…
Apocalypse Now or Generational Buying Opportunity?
ServiceNow, SAP and Veeva are framed as AI-resistant SaaS bargains after a sector selloff, with ServiceNow positioned to gain from AI-agent…
✅ Buying AI Beneficiaries and Selling One AI-disrupted Business
Sleep Well Portfolio is selling SPS Commerce as AI-vulnerable and adding Veeva, Mercado Libre, Cellebrite and Sea, citing proprietary data,…
Revisiting Veeva #1
Veeva’s AI tools for pharmacovigilance case processing and trial-document management target more than $1 billion of potential revenue,…
[$VEEV] Veeva Systems
Veeva serves 1,500 life-sciences customers with cloud software and targets AI-driven industry efficiency gains as new commercial and R&D…
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