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Been digging into Veeva Systems (VEEV) - wide moat SaaS name sitting 60 percent below targets with earnings next week. Thoughts?
SOFTWARE SECTOR MASSACRE… like we don’t know already 🤷♂️
(VEEV) Veeva Systems Q3 2026 Earnings Call | Live Transcript at 5:00pm ET
What’s a stock you are long on that never gets discussed here?
Quantitative Analysis for Veeva Systems, Inc. (NYSE: VEEV)
Quantitative Analysis for Veeva Systems, Inc. (NYSE: VEEV)
Which is the best SOFTWARE stock to buy now for the next 5-10 years
Anyone planning option buys with price limits based on an expected pull back?
People who invested in commodities before the crash started this year, how did you realize it was the right time? Did you also have investments in tech before the crash? Did you sell them off before investing in commodities? Which commodity etfs/stock would you recommend to cope with stagflation?
VEEV recently fell by about 8%. Its profitability has gone down to C grade & its fair value has gone down too. Is it still worth long term?
What are some of your less popular stocks that you plan to hold for the long-term?
Mentions
Lmao I sold CRWV earlier today and bought VEEV. Me am smart.
Preach. I’m +20% now. Also +37% on IOT, +33% on GWRE, +35% on VEEV. These were all my SaaSacre buys. I’m still -28% on TYL lol
I held SNOW for \~5.5 years and finally let it go in March in favor of others I had higher conviction on. Took a 24% loss while SPY was up 77% and RSP was up 55%. Since the day I sold, SNOW is up 85% and I'd be well in the green if I had held. My highest conviction software stocks right now are IOT (hardware is a big part of their software story), VEEV, GWRE, and TYL. On the cyber side, DDOG and CRWD. I also hold NOW which I don't plan to sell but it's still a level of conviction below my others.
He's still short all the names going down right now, no? And his longs are going up like VEEV
In the past month: VEEV: +33% ADSK: +25% ADBE: +20%
What? When was this alleged adobe bottom? They hit a new 8 year low this past month. VEEV is near a 6yr low. Same for Autodesk. Are you talking about him catching a random one week pop or something? These have all been horrible investments to be long on in recent years....
His shorts were very well timed. Shorted PLTR near ATH, shorted AMAT near ATH. QQQ puts near ATH. Bought VEEV, MELI, and others at the recent bottoms. Guy knows what he’s doing. His AI bubble thesis is too big brained for me, but I would not bet hard against him.
He also shorted MU and PLTR at their tops, and longed VEEV NOW ADBE and ADSK at their bottoms
Listen to me u tard. Genuinely. AI and everything associated is about to go 20000 leagues under the sea. I've had 8 drinks, and have done what comes after, so I'm in no bastard mood to write this. If you want more get back. Invest in these beaten down battered neglected companies, as the reason for their neglect is about to absent itself. BABA JD MPNGY PYPL VEEV SPSY LIVE. Don't die
While I do hold a more pessimistic view of AI than you seem to, Im not making an argument for AI pessimism in this thread; I'm making an argument for Saas optimism. Saas companies do not seem to be losing any revenue due to AI, and many of them even have clever new revenue streams built around using AI within their environment. WDAY, NOW, QLYS, VEEV, CRM etc have all had nice earnings beats this year. After the giant valuation cut Q1 made them actually worth buying into, they have been trading with high news cycle volatility, which has done well for me buying and selling over my usual buy and hold preference.
USA AI related stocks are on the way down. I don't believe this is the bottom, closer to the top. There MAY be a period of recovery, but eventually I think you will get hit, and hit hard, with these stocks, and it will be a long time till you regain parity to where you are NOW. Dump the shit. Here is my advice, and trust me, an incredible amount of effort has gone into picking them BABA, MPNGY, JD.com, Tencent (Chinese stocks) PayPal, Draftkings, VEEV, SPSY, DBO Put your money in these stocks and see where you are at Christmas. I know nine things
I don't like this. Sell it and buy these. You will start to make money. PayPal, VEEV, BABA, MPNGY, JD, Tencent
I can't fathom why everyone is stuck on NFLX, when the saaspocalypse rebound is in full swing: VEEV, ADBE, TEAM, CRM...
VEEV is a good entry, riding both a saaspocalypse rebound and being healthcare adjacent..
"ELF (e.l.f. Beauty): 10%" I owned it originally from the $80's until a bit under $200 and sold after it started eroding off highs. Thought I'd left money on the table. Cut to: $50's. The re-rating of a consumer growth story is significant, see also: CELH. Can you do well after that? Sure, but it depends on why it re-rated and can it regain the kind of growth profile it had? Stuff like this (and CELH) were reminders why I don't like investing in consumer brands. "SFM (Sprouts Farmers Market): 9.1%" Nasty re-rating. Probably does okay going forward but given that it's not cheap, not the place to be if the economy cools. "ADBE (Adobe): 11%" I don't like it. Obviously not apples-to-apples, but it feels like it's going to be this sub's next PYPL: something that people go "but it's cheap" and "the buybacks" year after year as it erodes. It's clearly not operating in the same environment going forward that it's enjoyed for decades, I think even people bullish can agree on that. "NVO (Novo Nordisk): 9%" I bought some not that long ago. I'm glad that I emphasized LLY instead of owning NVO in recent years but it was cheap enough recently to consider. "RMD (ResMed): 7.5%" The TAM is going to be smaller going forward imho, so unless it becomes extraordinarily cheap I don't see the reasoning behind making this such a large position. "VEEV (Veeva Systems): 7.5%" Eh. It hasn't been that compelling imo in a while, even before the SaaS negativity. You are largely trying to be a value investooor and while there's nothing wrong with that, my one concern would be that your entire portfolio is going to be fairly correlated. You've done well lately as part of a rotation into names that haven't done as well, but if that rotation stopped tomorrow, you could easily see the opposite over the next 3 weeks. Selective bottom feeding is great, but imho it's allocating part of your portfolio to selected situations where you have a distinct thesis/near-term catalyst in mind - I wouldn't make it the entire portfolio. Something can be at a 5 year low and seem cheap but if it doesn't have a catalyst it can go to a 10 year low. Look at BSX back to where it was about 22 years ago. Good luck.
Some companies I like right now. NOW, VEEV, SAP, TYL, TRI, HUBS, APP, and maybe ZETA. I also like DDOG and CRWD but their valuations are crazy stupid right now.
I've been buying NOW, VEEV, TYL, IOT, and GWRE since the SaaSacre began.
The market knows, and I think you do too, that some of these companies are going to get destroyed. It's all about terminal value right now. Yes, these companies are still making tons of money now, but the market is wondering "for how long?" Every AI model release is another threat. So the narrative keeps reloading and down, down, down we go. There are only 2 types of software companies right now: 1. Ones where AI will increase competition and lower margins. 2. AI cannot get around what this company has or does. Companies in bucket 1 are ADBE, INTU, etc. Companies in bucket 2 are SPGI, VEEV, BR, RELX, etc. I will admit I'm not sure about every company but some seem pretty obvious. Focus on companies with critical, proprietary data and ones that are more machine to machine instead of human to machine. You want things that are regulated by law or where information cannot, under any circumstances, be inaccurate. Always remember that the strongest correlation with stock performance is earnings. The market is very, very uncertain about software earnings in the long term. Choose things that take a long time to change - regulated stuff, mission critical data, system of record data moats, source of truth moats. These company's earnings have longer and safer timelines.
Did some nibbling. Added shares to existing positions in AXON (35% more shares), PRCT (13%), TYL (10%), ISRG (6%), QXO (6%), NOW (7%), VEEV (8%), and GWRE (8%). Cash as a percent of total cost basis is 8% so plenty of room to keep buying, which I will be doing.
VEEV is where it's at, but don't quote me when it'll pick up...
AVGO VEEV both has good earnings but drops but C3Ai 🤣 ends up flying. Make it make sense
This market makes me think i am a genius. Sold my AVGO Calls, CRWD Puts after PANW EC, AI Calls... (But well a funny 180$ bet on VEEV went wrong.) I guess market baits me into a deadly YOLO like ADBE Calls
Veeva (NYSE: VEEV) reported fiscal 2027 Q1 total revenue of $882.9M, up 16% year over year, with subscription revenue of $730.2M, up 15%. GAAP net income was $260.9M ($1.57 per diluted share). Veeva updated fiscal 2027 revenue guidance to $3.635–$3.645B and highlighted rapid progress in its Veeva AI, Vault AI, Ostro, and Veeva Falcon initiatives.
Took a cursory look at VEEV Q1 earnings before heading out. Looks fine. Not amazing. Not awful. FY guidance raise of 1.3%.
Might get a lotto $VEEV call. 😬
VEEV pump or dump?
VEEV pump or dump?
CRWD, VEEV, and the first Knicks Finals game in 27 years after the bell.
Anyone in VEEV for earnings?
if you missed my call last week on OKTA where it went from 94 to $130. Don't miss VEEV. similar play and similar setup
Anyone playing VEEV?
Morning Entries: - Calls A: CIEN • AVGO - Calls B: NTSK • FIVE • BF/B - Puts: AI • CHPT • VEEV Disclaimer: if you or any of your team are discovered the director will disavow any knowledge of you or this mission. These stocks will self-destruct in 3..2..1..
Anyone playing VEEV earnings?
Anyone playing VEEV?
put VEEV in there too, earning Thursday
VEEV has ER this week, incredibly undervalued here, but wonder if this run-up is priced in.
GWRE, NOW, and IOT all crushing SPY since I began buying in January. VEEV is trailing by a smidge. TYL getting obliterated. Overall those 5 positions are up \~15% while SPY is up \~11%.
up 90% on VEEV in two weeks, surely this thing cannot pump anymore right
VEEV ✅ SaaS stock oversold "because AI" ✅ Regulatory moat (pharma gotta stay compliant with FDA regs) ✅ Nee contracts uplifting guidance ✅ Pivot to AI
Damn, hadn't realize VEEV was close to 5 year lows... 75% gross margin and no debt is looking juicy tbh
Seems like a very strong business but it's hard to justify with so many things growing much much faster. Not bad for a basket of SaaS recovery stocks like NOW CRM and VEEV as an AI narrative hedge though.
The moat argument actually makes sense with VEEV. Pharma companies are extremely slow to switch core compliance/workflow systems once they’re embedded, especially with regulated data. The numbers back it up too, revenue just crossed \~$3.2B with operating margins around 45%, and they’ve consistently beaten estimates over the last few quarters. I’d just be careful anchoring too hard on analyst targets. A lot of SaaS names still carry legacy price targets from higher multiple environments. The real bull case is probably durable compounding + continued Vault adoption, not necessarily a straight 60% rerate overnight.
So RAM stocks are crazy. Storage is crazy. VEEV needs to buy lots of RAM and storage. I would ask a lot of questions about how they are able to pass through costs to customers.
anybody buying VEEV? good for longterm?
What do you think about TEAM, CRM and VEEV?
Bro how is it just 1 austistic play? ADBE, ADSK, VEEV, MOH, EL, BABA, JD. That's just a sample in the last couple of years too.
NOW, Jensen is outright choosing them as the poster child for the future of AI enhanced workflow companies. CRM definitely got my attention with the 50B buyback, it’s 28% of the entire company. Should survive. I like VEEV too. Different subject but I think DOUL wins big 2-4 years out, like a double.
I like VEEV too, just added to s and p
I was buying cybersecurity hand over fist in February and March, PANW the biggest but also DDOG & CRWD. Love em. CRM is still seat based while NOW has been transitioning for years and is currently 50% usage based. Been buying MSFT & NOW hand over fist, also holding SNPS & CDNS, and nibbling more enterprise software like VEEV. Like DUOL too as a more spec play.
Yeah, I mean u sound more knowledgeable than me but I know enough to generally agree. I wonder if you have an opinion on the more pure enterprise software guys, ServiceNow most specifically, but CRM, VEEV, etc too… ?
Are we talking about RDDT HOOD or VEEV?
VEEV added to SPY? No wonder it struggles
Looks like VEEV is joining the the SP500. It’s replacing Coterra Energy
VEEV joining the S&P 500, up 10% AH on the news.
Why is MichaeI Burry buying software when everyone is selling? * **Salesforce $CRM** * **Autodesk $ADSK** * **Veeva $VEEV** * **Adobe $ADBE** * PayPal $PYPL * Fiserv $FISV * MSCI $MSCI
Nice. It was on my list of SaaS companies to open positions in but I ended up going with NOW, VEEV, IOT, GWRE, and GTLB (RIP, closed that one at a loss when their non-cRPO came in at 2%).
I would only buy those stocks that have wide moats, like VEEV
I am going to buy more VEEV today
I must hate money. Just added to NOW (11% more shares), VEEV (23%), IOT (12%), GWRE (11%), and NTDOY (8%). My cost basis with NOW is at a level I'll stick with until a few more quarters of data. Primarily I'm watching non-current RPO and DBGRR. Still have room to add to IOT, VEEV, and GWRE. Cash position now sits at 7.7% of my total cost basis. About to refresh my data on NET and IMAX to see how close they are to when I'd open a position.
Lmao you can't even see my comments. But hey, here's one from this morning >[MitchCurry](https://www.reddit.com/user/MitchCurry/) •[2h ago](https://www.reddit.com/r/stocks/comments/1sflk9i/comment/of6txw6/) > Top 1% Commenter >Just added 11% more shares to my NOW position and 16% more to my VEEV position. Here's one from two weeks ago > [MitchCurry](https://www.reddit.com/user/MitchCurry/) •[13d ago](https://www.reddit.com/r/stocks/comments/1s4zbj2/comment/octmxoo/) > Top 1% Commenter >Just added to MELI (3% more shares), NOW (29%), NU (9%), UBER (36%), TOST (20%), AVDV (8%), AVUV (2%), QQQ (2%), and VOO (2%). Ooooh, I'm so bearish.
Just added 11% more shares to my NOW position and 16% more to my VEEV position.
I’m buying the fast growing, high margin, debt free, name brand, large cap technology companies with an average PEG around .9 being bought right now by insiders, the companies, Tom Lee, Dan Ives, & Stephanie Link, that are all UP\^ over the last 7 weeks (and today), after being cut in half the 7 weeks before that, whose efficiencies the AI they’re integrating will probably grow. NOW CRM APP VEEV ADSK WDAY. Hell, toss in PANW, TTWO, INTU, and a flyer on DUOL. Every one UP\^ over 7 weeks after getting nuked. Oh and this hidden gem called Microsoft.
Half cash, metered buying on horrible days targeting 25% down s&p for full investment. Enterprise software, housing, crypto already crushed. Don’t think we’ll see 30% down. NOW APP MSFT VEEV CRM DDOG DT NVDA META
Kinda high risk stuff there broski. These are large positions😬?? My polite suggestions: I personally think the smart risk currently is housing (XHB), airlines (UAL, AAL) but the real juice is Microsoft(!!!!) & top tier enterprise software (NOW, VEEV, CRM). Software generally is dirt cheap so cyber like PANW & CRWD. And video games, they’re software too, so TTWO. NVDA, META, AMZN getting too cheap. Software, housing, airlines for a trade only. Hold core positions in NVDA, AMZN, 1/2 position in META. Hope google, avgo, tsm aapl crash so u can load up.
VEEV always shows up on the screener and the valuation looks solid, just personally, I try to avoid healthcare names. I always lose in that sector lol. I bought some stuff over the last few weeks, but I still think it's going to take another quarter or two of good numbers for software to have that bounce back. However, right now, it's the narrative around software and not the actual fundamentals, so it's basically just waiting on the market to change it's mind. DT is also really interesting to me. I still like DDOG more of a product, but valuation just never makes sense to how i like to invest. I bought some BSY recently and now down like 8% on it, but I'm not too worried.
I keep going back and forth on if I should increase or decrease software exposure lol - currently holding OPRA, VEEV, DT, RDDT, and RBRK. Opera and Reddit are really not the same concern as other SAAS at all. DT is 100% consumption based and I think stands to benefit from more code/software. VEEV is specific vertical software with pharma kicker potential and RBRK is cybersec leaning.
interestingly - i posed a very detailed question to claude about finding the most AI-defensive SAAS stocks, and claudes top pick was VEEV
Been thinking of opening new MANH and VEEV positions here, feel like both down with "saas" fears when they are very different than mainline saas
Don't leave VEEV off the list. Up 6% this morning off strong earnings and up 19% off the recent SaaSacre bottom.
I’d recommend TOST, VEEV or DOCS for a more protected SaaS play. They hit and check off: regulatory moat, network effects, high switching costs and distribution all while sitting on net cash I own Toast and Docs and bought them both at <$25 Any SaaS needs to be scrutinized as the issue is not today’s earnings but future. We don’t know if they’ll exist tomorrow
FWIW, I work with engineers but I run QA. I thought it'd be a beneficiary of AI. If AI is writing even more code, I figured enterprises would need GitLab's DevSecOps platform even more to test, secure, deploy, manage, etc. AI shouldn't replace GitLab. It should multiply the need for their workflow infrastructure. Of the five SaaS positions I opened during the SaaSpocalypse (GTLB, NOW, VEEV, IOT, and GWRE), GTLB is definitely on the thinnest ice now.
is anybody playing VEEV today? its their earnings day
I bought too early on GTLB, NOW, VEEV, and IOT as well but I also added as they fell and am green on all but GTLB now.
Just added 4% more shares to AVDV and 18% more to VEEV.
Yeah I was foolish to think it was gonna moon again. Ahwell. VEEV on the 4th. Lets make it all back.
add APP, VEEV and frankly all the office stuff like ADSK & WDAY too. Defense software is insulated, so PANW & CRWD. I love TTWO here and INTU is high risk/reward. I know it’s all software but those are winners.
Will get some pretty important information from some SaaS companies next week. CRWD, VEEV, GTLB, IOT, and GWRE all reporting for me.
Remove VEEV and HIMS, add ABVX
I'm at the stage where I'm living off the gains so I care deeply about concentration risk, even in my highest conviction plays. This spreading-out also lets me capture the bottleneck as it moves around the industry. For example, if I concentrated into NVDA and TSM as the core, I would've missed the MU run-up. Some of it should also be seen as flexibility to capturing value when it presents itself, like NOW, CRM, and VEEV atm.
How do you figure either VEEV and NOW hedge your “Big AI” plays? Hedging massively overvalued tech stocks with slightly less overvalued tech stocks? To repeat your own words, what am I missing? This is foolish, mate. Get it together.