Added to YB: 2026-09-08
Pitch date: 2026-09-05
VEEV [bullish]
Veeva Systems Inc.
Author Info
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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
$44.5B
Pitch Price
N/A
Price Target
294.00 (+7%)
Dividend
N/A
EV/EBITDA
34.19
P/E
45.10
EV/Sales
10.83
Sector
Health Care Technology
Category
value
Into The Wreckage - A Basket of SaaS Winners - Veeva Systems Inc.
VEEV: Veeva is the dominant, deeply embedded software platform for the regulated life-sciences industry, with GxP validation creating substantial switching costs. At $195.27, shares trade near 22x FY2027 EPS guidance of $8.85 after index-removal selling, versus a $258 base case and $294 bull case. Revenue is growing in the mid-teens with ~44% non-GAAP operating margins, while soft pharmaceutical R&D spending, Salesforce competition and prolonged forced selling are key risks.
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