VEEV
Veeva Systems Inc Class A
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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?
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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.
I bought VEEV, OKTA, and MSFT today
Good list! I bought NOW, CRM, and VEEV.
I opened positions in NOW, GTLB, and IOT two weeks ago and added to each last week. I also opened a position in VEEV last week. And I've added to existing positions in MNDY (oopsie), SNOW, and TYL.
Probably won’t get there. Buy all dips, buy 🤏 every $10 down. And no one wants AI near their pets, buy VEEV.
Preach brother. Buy MSFT & VEEV, no one wants AI slopping around their pets.
VEEV - huge moat and well off its highs.
I’m the same. Just listened to the Stock Spotlight deep dive episode on VEEV and I really like the business. Good entry point. Still Ned to do more research into NOW.
I’m buying/eyeing: MSFT, NOW, NFLX (coincidence, but buy it!), CRM, ADSK, MNDY, VEEV, TEAM, WDAY, INTU, DT, ORCL. This is as good a basic short list as you’re likely to find. Def start with MSFT, big sharp bounce coming!
Closed my CELH position. Started buying in Aug 2024 at $38.25, added more at $32.13 in Sep 2024 and again in Feb 2025 at $21.68. I was planning to hold no longer than a couple years as it was a catch-the-knife play. Felt like a good time to raise cash so I got out at $48.38. Returned 38% vs SPY 26% and QQQ 32%. Used the some of the cash to open positions in VEEV and EZPW and added 4% more shares to each of my QQQ, VOO, AVDV, and AVUV positions.
Just finished some DD on VEEV and EZPW (shoutout u/jigglyjohnson13 for mentioning the latter in yesterday's daily thread). I think VEEV is slight undervalued here. They're priced like a high single digit/low double-digit growth company for the next decade but they're growing at 16% y/y through Q3 and I really don't see the life sciences industry bringing what VEEV offers in-house via AI builds. The catastrophic results from a shitty in-house AI solution are too great. Plus VEEV has already introduced AI agents into their offerings to clients and they've already begun moving away from seat-based pricing to a usage-based pricing model for high-value tasks like MLR review and clinical data cleaning. I also like that insiders still own >10% of shares outstanding. I'm likely to open a position although not fully committed yet as I want to read up a bit more. EZPW is *very* interesting. On a rDCF, they're priced at negative growth when assuming 10% FCF margins. In FY24, they had 8.7% FCF margin and TTM they're at 9.1%. Even if you drop the FCF margin assumption to 5%, they're currently priced at 8% growth, a number they've comfortably exceeded the past 4 years while expanding operating income from 4% in 2021 to 12% in 2024. Insider ownership is high (15% in 2024, up from 8% in 2016). One yellow flag is the Executive Chairman, who bought the company in 1989 and took it public in 1991, is the sole voting shareholder. Class A shares are non-voting and Cohen owns all 2,970,171 Class B voting shares. Insiders do own over 6MM Class A shares though (nearly half of which Cohen also owns) so at least they have skin in the game. Their growth in LatAm will be a big driver in the coming years as US location growth has basically stalled with 520 locations in 206 to 545 in 2024. LatAm has gone from 266 to 815 in the same timeframe. So can they keep growing store counts profitably? I'm almost certainly going to open a position, just not sure what sizing.
Opened positions in NOW, IOT, GTLB last week and added to each this week. Also added to MNDY, SNOW, TYL, and CHWY. Considering a new position in VEEV as well.
AI fears on Saas. Plus VEEV was falling before with fears CRM, since the companies where somewhat connected, but fully splitting by 2030.
I own NOW from much lower prices so able to withstand this drawdown, but it hasn’t been fun. I want to add to my position but I never buy stocks on the way down. As much as I believe it is a value here, the market doesn’t care what I believe. There is no reason it cannot go down another 20% if it wants to. Since I like my stocks to go up, I wait for evidence that it is ready to do that. Thus far, neither NOW or VEEV has shown any signs of stabilization, so I’m still in wait and see mode. My goal is not to get the lowest price, but to buy when probabilities favor upside.
I like IQVIA too but right now on a revenue growth and FCF margin basis VEEV looks like a much stronger business. Their Forward P/FCF ratios are not to dissimilar but their growth and profitability are very different. My understanding is that the settlement lets VEEV use IQVIA's data and they get to own the software layer with software layer margins. VEEV is also at a historically low level across forward valuation metrics where IQVIA is closer to their historical mean, giving it a stronger mean reversion opportunity.
" VEEV " They had a fight with IQV that lasted 8 years and finally ended last year. I don't have any interest in either at this point but I think the data moat of IQV is more interesting than VEEV if I had to pick.
NFLX , VEEV , SONY, PLAB looking pretty good to me. To throw some different names out there.
Yeah, I did some basic research a while on VEEV, so i'm by no means an expert. They actually popped really big after earnings like 2 quarters ago, since they are growing more than the market was expecting. I don't think it's a bad long term name by any means, just not sure how much of a homerun it's going to be, since software in general has been kind of meh, in terms of investor sentiment. Plus the competition and then the RKF stuff. At least rates going down should be helpful. If you are looking at software, I still like IBEX, PEGA, EXLS, I owned EXLS in the past, but no position now, but thinking of going back, since I do wonder if money will go back into software at some point. The company not bad for the fundamentals, just the market doesn't seem to like it very much. PEGA is seeing a lot of ton of cloud growth, which is higher margin and more reoccurring revenue. IBEX is just one of those obscure names I've owned for a bit, that you'll probably hear no one talk about, but is an awesome company. Company is starting to high revenue growth again and been buying back a ton of shares, on an already low float. All three of those names are seeing wins because of AI.
Ya, his restructuring of the FDA and how drugs are approved is really gonna put a damper on VEEV's ability to help others navigate these regulations. Plus now this change is like a double whammy. Kinda surprised it hasn't dropped more since. Not a knife I would want to catch. I shouldn't have looked into this because it's making me rethink my LNTH position lol.
Thoughts on VEEV? The stock has been down around 25% since November of this year. Seems like everyone is bearish in the short term because it looks like VEEV is switching over from Salesforce to their own CRM and it seems like Salesforce is launching their own life science CRM. Just scanned it over but it caught my eye as an event. Not looking to start a position.
Just briefly looked over biotech tooling and VEEV looks interesting. Analysts have downgraded it so the sharp decline is understandable but their moat looks good. May have to dive deeper into this one.
Calls: INTU VEEV BJ GAP
Anyone care about $VEEV earnings today?