Added to YB: 2026-06-10
Pitch date: 2026-06-08
VEEV [bullish]
Veeva Systems Inc.
+1.31%
current return
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
$27.2B
Pitch Price
$165.51
Price Target
334.50 (+99%)
Dividend
N/A
EV/EBITDA
19.11
P/E
29.66
EV/Sales
6.01
Sector
Health Care Technology
Category
growth
Veeva | $VEEV
VEEV: Life sciences software near-monopoly (~80% CRM share), system of record for pharma R&D. AI speeds discovery but regulated trial/safety/filing workload explodes—Veeva captures it. Founder-led, 35%+ margins, $7B net cash, $2B buyback. De-rated to mid-teens P/FCF (from 30-40x) on seat-pricing fears. $6B rev target by 2030 implies ~2x in 4.5yrs (high-teens IRR) at 25x EBIT. Falcon agentic labor = free call option. Risks: seat compression, internal pharma tooling, Salesforce CRM clawback.
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