Added to YB: 2025-06-26
Pitch date: 2025-06-24
VEEV [bullish]
Veeva Systems Inc.
+2.46%
current return
Author Info
Lewistown Capital is a boutique investment firm focused on small-/micro-cap stocks. Sign up for the newsletter.
Company Info
Veeva Systems Inc. provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America.
Market Cap
$45.8B
Pitch Price
$281.07
Price Target
N/A
Dividend
N/A
Sector
Health Care Technology
Category
growth
Veeva Systems Inc. - $VEEV
VEEV: Leading cloud software provider for life sciences with 47 of top 50 pharma clients. 13x revenue growth since IPO at 26% CAGR with 40% margins. Expanding from CRM dominance into R&D apps (EDC, Safety, CTMS, RTSM, LIMS) could drive $6B revenue by 2030. AI integration could deliver 15% industry efficiency gains, expanding TAM by $15-30B.
Read full article (115 min)