Added to YB: 2026-04-13
Pitch date: 2026-03-14
VEEV [bullish]
Veeva Systems Inc.
-15.81%
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
$27.2B
Pitch Price
$179.87
Price Target
512.78 (+239%)
Dividend
N/A
EV/EBITDA
20.70
P/E
30.62
EV/Sales
6.49
Sector
Health Care Technology
Category
growth
2026-03-14 (NYSE: VEEV) Veeva Systems
VEEV: Leading vertical SaaS for life sciences w/ GxP-ready regulatory workflows creating high switching costs. Divorcing Salesforce by 2030 eliminates ~15% CRM royalty, improving margins. Embedding agentic AI across clinical, regulatory, quality workflows adds usage-based revenue layer + deepens moat. FY25: 74.5% gross margin, 25.2% op margin, 26% net margin. 3Y PT $371 (+107%), 5Y PT $513 (+187%) despite trading 9.4x EV/Rev vs 4.1x peer median—premium justified by clean SaaS model, net cash, mission-critical platform. Risks: customer concentration, life sciences spending cycles, cyber threats.
Read full article (26 min)