Added to YB: 2026-02-11
Pitch date: 2025-11-22
VEEV [bullish]
Veeva Systems Inc.
-25.45%
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
$29.8B
Pitch Price
$244.90
Price Target
342.00 (+87%)
Dividend
N/A
EV/EBITDA
24.57
P/E
35.33
EV/Sales
7.55
Sector
Health Care Technology
Category
growth
Veeva Systems Inc. - $VEEV
VEEV: Cloud software leader for life sciences trading at 10+ yr low multiples despite beat-and-raise Q3. CRM transition concerns overblown - only 20% of biz, 14/20 top biopharmas staying vs feared exodus. Real gem is R&D clinical software (EDC, CTMS, eTMF) rapidly gaining share from Medidata/Oracle in $4B market. Targeting $6B rev by 2030 (vs $3.2B current). 40%+ upside on modest multiple re-rating as CRM fears fade.
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