Added to YB: 2025-12-13
Pitch date: 2025-12-11
VEEV [bullish]
Veeva Systems Inc.
+1.89%
current return
Author Info
Lewistown Capital is a boutique investment firm focused on small-/micro-cap stocks. Sign up for the newsletter.
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
$37.7B
Pitch Price
$216.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.89
P/E
44.67
EV/Sales
10.10
Sector
Health Care Technology
Category
growth
Revisiting Veeva
VEEV: AI tailwinds underappreciated - $1B+ revenue opportunity in Safety (pharmacovigilance case processing) + eTMF document mgmt from $10B+ outsourced markets. Lost 4 top-20 CRM customers (2% total rev impact) but mgmt reaffirms $6B CY30 target. IQVIA partnership, Crossix momentum, first top-20 LIMS win. AI rollout 2026-27.
Read full article (6 min)