Added to YB: 2025-09-01
Pitch date: 2025-08-28
VEEV [neutral]
Veeva Systems Inc.
-18.09%
current return
Author Info
No bio for this author
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
$37.7B
Pitch Price
$272.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.89
P/E
44.67
EV/Sales
10.10
Sector
Health Care Technology
Category
growth
Thoughts on $VEEV’s earnings report
VEEV (earnings update): Strong Q4 w/ raised guidance. Major catalyst: $IQV partnership ends 10yr legal fight, unlocks Commercial Cloud full potential. Life sciences has only 2 scaled players - now aligned vs competing. Enables true end-to-end offering, deepens moat. Vault CRM gaining vs $CRM (9 vs 3 top biopharmas). Bears cite 10% billings growth but miss bigger picture transformation.
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