Added to YB: 2026-09-23
Pitch date: 2026-07-09
VEEV [bullish]
Veeva Systems Inc.
+39.94%
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
$42.1B
Pitch Price
$193.48
Price Target
400.00 (+53%)
Dividend
N/A
EV/EBITDA
31.99
P/E
42.66
EV/Sales
10.13
Sector
Health Care Technology
Category
growth
Veeva Systems Inc. - $VEEV
VEEV: Veeva is a founder-led vertical software company valued as if its best days are over: at roughly $190, it trades near 15x FY27 non-GAAP operating income net of $7.3B cash, despite mid-teens growth and 40%+ margins. Reaching $6B in 2030 with high-30s non-GAAP margins and a low-20s multiple supports $275-300 per share; Falcon could lift the bull case above $400. The main risk is AI-native startups owning the agentic layer and weakening Veeva’s pricing power.
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