Latest news with #VeevaSystems
Yahoo
4 days ago
- Business
- Yahoo
VEEV Stock May Gain on the Launch of China Campaign Manager for Pharma
Veeva Systems VEEV recently launched the Veeva China Campaign Manager, a tailored solution designed to drive precision omnichannel engagement. Built on the widely adopted Veeva CRM platform, this new offering helps pharma companies in China orchestrate compliant campaigns across multiple channels, including face-to-face, email, web, and remote meetings. By optimizing execution with closed-loop analytics and message personalization, Veeva Systems aims to meet the region's unique regulatory and commercial requirements while improving customer experience. This strategic expansion underscores Veeva Systems' continued push to localize and innovate its offerings for high-growth international markets. As digital engagement becomes more critical to commercial success in life sciences, Veeva China Campaign Manager offers a scalable path for companies to modernize their go-to-market strategies. Following the announcement, shares of the company closed flat at $284.58 on Monday. However, in the year-to-date period, VEEV's shares have gained 34.4% compared with the industry's 24.6% growth. The S&P 500 increased 1.2% in the same time frame. The launch of Veeva China Campaign Manager positions VEEV for long-term growth by deepening its footprint in one of the world's largest pharmaceutical markets. As regulatory-compliant, omnichannel engagement becomes a competitive necessity in China, Veeva Systems' localized solution offers pharma clients the tools to execute more effective, personalized campaigns. This not only enhances customer retention and platform adoption but also strengthens Veeva Systems' recurring revenue base and competitive moat in Asia-Pacific. Meanwhile, VEEV currently has a market capitalization of $46.2 billion. VEEV expects 14.6% growth in its earnings for fiscal 2026. Image Source: Zacks Investment Research Veeva China Campaign Manager is a specialized solution developed to meet the evolving needs of pharmaceutical companies operating in China's complex digital and regulatory environment. Built on the widely adopted Veeva China CRM Suite, the tool is designed to enhance campaign execution by providing better coordination between sales and marketing functions. With its integration across both personal and non-personal engagement channels, including WeChat service accounts, WeCom, remote meetings, calls, events, and remote detailing, it enables biopharma companies to effectively reach healthcare professionals (HCPs) through their preferred platforms. The platform's key features include integrated digital reach for precision targeting via advanced tagging and segmentation, enabling ready-to-use digital engagement channels within the CRM. It supports synchronized planning and execution across field and non-field teams, empowering field reps to adjust HCP target lists, share content, and select communication channels dynamically. Additional features include customizable surveys to collect feedback, actionable marketing insights that enhance campaign adaptability in real time, and a goal-oriented tracking system that offers a comprehensive view of campaign effectiveness. These capabilities ensure continuous improvement of campaign strategy, channel efficiency, and target reach. Veeva China Campaign Manager integrates tightly with other Veeva ecosystem products, such as Veeva PromoMats for content management and Veeva Network for master data governance. This integration supports global compliance while enabling localized execution strategies. Already selected by more of the top 20 global biopharmas than any other CRM solution in China, Veeva Systems' continued investment in region-specific tools like Campaign Manager strengthens its position as a key technology enabler for pharmaceutical commercialization in Asia-Pacific. VEEV sports a Zacks Rank #1 (Strong Buy) at present. Some other top-ranked stocks in the broader medical space that have announced quarterly results are CVS Health Corporation CVS, Integer Holdings Corporation ITGR and AngioDynamics ANGO. CVS Health, carrying a Zacks Rank of 2 (Buy), reported first-quarter 2025 adjusted earnings per share (EPS) of $2.25, beating the Zacks Consensus Estimate by 31.6%. You can see the complete list of today's Zacks #1 Rank stocks here. Revenues of $94.59 billion outpaced the consensus mark by 1.8%. CVS Health has a long-term estimated growth rate of 11.4%. Its earnings surpassed estimates in each of the trailing four quarters, with an average surprise of 18.1%. Integer Holdings reported first-quarter 2025 adjusted EPS of $1.31, beating the Zacks Consensus Estimate by 3.2%. Revenues of $437.4 million surpassed the Zacks Consensus Estimate by 1.3%. It currently sports a Zacks Rank of 1. Integer Holdings has a long-term estimated growth rate of 18.4%. ITGR's earnings surpassed estimates in three of the trailing four quarters and missed once, the average surprise being 2.8%. AngioDynamics, currently sporting a Zacks Rank #1, reported a third-quarter fiscal 2025 adjusted EPS of 3 cents against the Zacks Consensus Estimate of a 13-cent loss. Revenues of $72 million beat the Zacks Consensus Estimate by 2%. ANGO has an estimated fiscal 2026 earnings growth rate of 27.8% compared with the S&P 500 Composite's 10.5% growth. AngioDynamics' earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 70.9%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report AngioDynamics, Inc. (ANGO) : Free Stock Analysis Report CVS Health Corporation (CVS) : Free Stock Analysis Report Veeva Systems Inc. (VEEV) : Free Stock Analysis Report Integer Holdings Corporation (ITGR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
13-06-2025
- Business
- Yahoo
Veeva Systems Inc. (VEEV) Hits Fresh High: Is There Still Room to Run?
Have you been paying attention to shares of Veeva Systems (VEEV)? Shares have been on the move with the stock up 16.8% over the past month. The stock hit a new 52-week high of $291.69 in the previous session. Veeva Systems has gained 34.2% since the start of the year compared to the -1.5% move for the Zacks Medical sector and the 27.2% return for the Zacks Medical Info Systems industry. The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus estimate in any of the last four quarters. In its last earnings report on May 28, 2025, Veeva reported EPS of $1.97 versus consensus estimate of $1.74. For the current fiscal year, Veeva is expected to post earnings of $7.56 per share on $3.09 billion in revenues. This represents a 14.55% change in EPS on a 12.48% change in revenues. For the next fiscal year, the company is expected to earn $8.26 per share on $3.46 billion in revenues. This represents a year-over-year change of 9.28% and 11.87%, respectively. Veeva may be at a 52-week high right now, but what might the future hold for the stock? A key aspect of this question is taking a look at valuation metrics in order to determine if the company is due for a pullback from this level. On this front, we can look at the Zacks Style Scores, as these give investors a variety of ways to comb through stocks (beyond looking at the Zacks Rank of a security). These styles are represented by grades running from A to F in the categories of Value, Growth, and Momentum, while there is a combined VGM Score as well. The idea behind the style scores is to help investors pick the most appropriate Zacks Rank stocks based on their individual investment style. Veeva has a Value Score of D. The stock's Growth and Momentum Scores are A and A, respectively, giving the company a VGM Score of B. In terms of its value breakdown, the stock currently trades at 37.3X current fiscal year EPS estimates, which is a premium to the peer industry average of 26.6X. On a trailing cash flow basis, the stock currently trades at 59.2X versus its peer group's average of 10.5X. Additionally, the stock has a PEG ratio of 1.6. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective. We also need to consider the stock's Zacks Rank, as this supersedes any trend on the style score front. Fortunately, Veeva currently has a Zacks Rank of #1 (Strong Buy) thanks to rising earnings estimates. Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if Veeva fits the bill. Thus, it seems as though Veeva shares could have a bit more room to run in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Veeva Systems Inc. (VEEV) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
12-06-2025
- Business
- Yahoo
2 Unstoppable Stocks to Consider Buying, Even Amid Market Volatility
Netflix has a solid plan to become a trillion-dollar company by 2030. Veeva Systems still has a massive addressable market. 10 stocks we like better than Netflix › Broader equities have not performed particularly well in 2025. The S&P 500 is barely in the black year to date. However, considering it hovered near bear market territory a few weeks ago, things aren't so bad. Stocks might not be out of the woods, though. Economic issues could arise, sending markets down, as the Trump administration continues to implement its trade agenda. That said, regardless of what happens on that front, there are plenty of companies worth investing in. Here are two great examples: Netflix (NASDAQ: NFLX) and Veeva Systems (NYSE: VEEV). Netflix, a streaming specialist, has been grabbing headlines recently for all the right reasons. The stock is up for the year, financial results have been good, and management sees significant upside ahead. The company has plans to join the exclusive club of trillion-dollar stocks by 2030. From its current market cap of $522 billion, that will require a compound annual growth rate of 13.9%. That's nothing to sneeze at, but it's well within the company's reach, in my view. Five years ago, Netflix ended 2019 with $20.2 billion in revenue. Last year, that had risen to $39 billion -- a compound annual growth rate (CAGR) of 14.1%. True, a lot has changed since. There is more competition in the streaming field, for instance. Even so, Netflix has made changes that have kept it in the lead in the industry, including a crackdown on password sharing and the introduction of a low-priced ad-supported tier. The company doesn't grow its revenue quite as fast as it used to, but in the past five years, profits and free cash flow have soared. Meanwhile, there is still considerable room for growth in the streaming industry. Netflix's estimate of a $650 billion revenue opportunity reflects the fact that streaming still has yet to completely overtake entertainment. The industry's penetration should expand over the long run and benefit Netflix, considering its strong position, network effect, and brand name. Furthermore, it is increasingly using artificial intelligence (AI) to enhance its content strategy, which is already a key to its success. Though AI won't be the center of Netflix's universe, it can allow the company to make better movies for less money, something that will make a difference down the road. So the goal to achieve a trillion-dollar valuation in the next five years isn't just a pipe dream -- it is well within the company's powers. Even if it fails, though, the stock should deliver superior returns well beyond 2025. Veeva Systems isn't the biggest player in the cloud industry. That title arguably goes to Amazon, with other tech giants, such as Alphabet and Microsoft, not far behind. However, Veeva Systems is a leader in a niche within the industry. It offers cloud solutions primarily to life science companies such as drugmakers. The fact that the company's list of clients features some of the largest pharmaceutical players, including Merck, Novo Nordisk, and Eli Lilly, is telling. The company is doing something right. Here's what that thing is: It has developed a wealth of cloud services specifically catered to the stringent regulatory (and other) demands of the industry. Generic solutions won't do for many of these companies. Enter Veeva Systems. The cloud computing specialist's financial results also reflect its success. Revenue and earnings have been growing at a good clip. And when management set revenue goals to be achieved by a certain date in the past, Veeva has met the goal. It recently hit its $3 billion revenue run-rate target -- which, in 2019, it said it would achieve by the calendar year 2025. That's a management team investors can trust. Many CEOs overpromise and underdeliver. Meanwhile, Veeva still has plenty of white space ahead, with an estimated $20 billion addressable market. Revenue over the trailing-12-month period is $2.9 billion. Given the high switching costs, the company should remain a strong player in this niche for some time as it continues to make headway in its market. It could encounter some headwinds if the economy tanks, as it did a couple of years ago. But the company has recovered nicely since -- a microcosm of what its performance might look like over the long run. Even with occasional slowdowns, expect Veeva Systems to deliver above-average returns in the next decade. Before you buy stock in Netflix, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Netflix wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $649,102!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $882,344!* Now, it's worth noting Stock Advisor's total average return is 996% — a market-crushing outperformance compared to 174% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Prosper Junior Bakiny has positions in Amazon, Eli Lilly, and Novo Nordisk. The Motley Fool has positions in and recommends Alphabet, Amazon, Merck, Microsoft, Netflix, and Veeva Systems. The Motley Fool recommends Novo Nordisk and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. 2 Unstoppable Stocks to Consider Buying, Even Amid Market Volatility was originally published by The Motley Fool
Globe and Mail
12-06-2025
- Business
- Globe and Mail
2 Unstoppable Stocks to Consider Buying, Even Amid Market Volatility
Broader equities have not performed particularly well in 2025. The S&P 500 is barely in the black year to date. However, considering it hovered near bear market territory a few weeks ago, things aren't so bad. Stocks might not be out of the woods, though. Economic issues could arise, sending markets down, as the Trump administration continues to implement its trade agenda. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » That said, regardless of what happens on that front, there are plenty of companies worth investing in. Here are two great examples: Netflix (NASDAQ: NFLX) and Veeva Systems (NYSE: VEEV). 1. Netflix Netflix, a streaming specialist, has been grabbing headlines recently for all the right reasons. The stock is up for the year, financial results have been good, and management sees significant upside ahead. The company has plans to join the exclusive club of trillion-dollar stocks by 2030. From its current market cap of $522 billion, that will require a compound annual growth rate of 13.9%. That's nothing to sneeze at, but it's well within the company's reach, in my view. Five years ago, Netflix ended 2019 with $20.2 billion in revenue. Last year, that had risen to $39 billion -- a compound annual growth rate (CAGR) of 14.1%. True, a lot has changed since. There is more competition in the streaming field, for instance. Even so, Netflix has made changes that have kept it in the lead in the industry, including a crackdown on password sharing and the introduction of a low-priced ad-supported tier. The company doesn't grow its revenue quite as fast as it used to, but in the past five years, profits and free cash flow have soared. NFLX Revenue (Quarterly) data by YCharts. Meanwhile, there is still considerable room for growth in the streaming industry. Netflix's estimate of a $650 billion revenue opportunity reflects the fact that streaming still has yet to completely overtake entertainment. The industry's penetration should expand over the long run and benefit Netflix, considering its strong position, network effect, and brand name. Furthermore, it is increasingly using artificial intelligence (AI) to enhance its content strategy, which is already a key to its success. Though AI won't be the center of Netflix's universe, it can allow the company to make better movies for less money, something that will make a difference down the road. So the goal to achieve a trillion-dollar valuation in the next five years isn't just a pipe dream -- it is well within the company's powers. Even if it fails, though, the stock should deliver superior returns well beyond 2025. 2. Veeva Systems Veeva Systems isn't the biggest player in the cloud industry. That title arguably goes to Amazon, with other tech giants, such as Alphabet and Microsoft, not far behind. However, Veeva Systems is a leader in a niche within the industry. It offers cloud solutions primarily to life science companies such as drugmakers. The fact that the company's list of clients features some of the largest pharmaceutical players, including Merck, Novo Nordisk, and Eli Lilly, is telling. The company is doing something right. Here's what that thing is: It has developed a wealth of cloud services specifically catered to the stringent regulatory (and other) demands of the industry. Generic solutions won't do for many of these companies. Enter Veeva Systems. The cloud computing specialist's financial results also reflect its success. Revenue and earnings have been growing at a good clip. And when management set revenue goals to be achieved by a certain date in the past, Veeva has met the goal. It recently hit its $3 billion revenue run-rate target -- which, in 2019, it said it would achieve by the calendar year 2025. That's a management team investors can trust. Many CEOs overpromise and underdeliver. Meanwhile, Veeva still has plenty of white space ahead, with an estimated $20 billion addressable market. Revenue over the trailing-12-month period is $2.9 billion. Given the high switching costs, the company should remain a strong player in this niche for some time as it continues to make headway in its market. It could encounter some headwinds if the economy tanks, as it did a couple of years ago. But the company has recovered nicely since -- a microcosm of what its performance might look like over the long run. Even with occasional slowdowns, expect Veeva Systems to deliver above-average returns in the next decade. Should you invest $1,000 in Netflix right now? Before you buy stock in Netflix, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Netflix wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $649,102!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $882,344!* Now, it's worth noting Stock Advisor 's total average return is996% — a market-crushing outperformance compared to174%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Prosper Junior Bakiny has positions in Amazon, Eli Lilly, and Novo Nordisk. The Motley Fool has positions in and recommends Alphabet, Amazon, Merck, Microsoft, Netflix, and Veeva Systems. The Motley Fool recommends Novo Nordisk and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
Yahoo
11-06-2025
- Business
- Yahoo
Veeva Systems (NYSE:VEEV) Powers Medtech Trials with Expanded Clinical Platform Adoption
Veeva Systems recently announced a significant milestone with over 50 medtech companies adopting its Clinical Platform applications, a move that aligns with stringent regulatory demands and shifting market dynamics. The company's stock increased by 22% over the last quarter, boosted by solid earnings with a revenue surge to $759 million and strategic guidance for the coming fiscal year. Simultaneously, broader market trends like easing inflation and positive trade talks between the U.S. and China likely provided a supportive backdrop for Veeva's gains, as the S&P 500 and Nasdaq also climbed to new highs during the same period. Buy, Hold or Sell Veeva Systems? View our complete analysis and fair value estimate and you decide. The latest GPUs need a type of rare earth metal called Dysprosium and there are only 24 companies in the world exploring or producing it. Find the list for free. Veeva Systems's recent announcement regarding the adoption of its Clinical Platform applications by over 50 medtech companies signals potential benefits for the company's growth trajectory, aligning well with strategic vendor consolidation trends in the pharmaceutical industry. This development could further bolster revenue as Veeva capitalizes on increased interest in its Data Cloud offerings, promising a more robust market presence. Over the past three years, Veeva Systems achieved a total shareholder return of 58.45%, reflecting solid performance and market confidence. This outpaces the one-year industry return of 32.1%, positioning Veeva favorably in the competitive landscape. As analysts forecast Veeva's revenue to grow by 12% annually over the next three years, the recent news may lend support to these expectations, potentially driving both revenue and earnings higher. Currently, Veeva's share price sits at US$232.81, which is 11.3% below the consensus price target of US$262.35. This gap indicates room for further appreciation should the company's operational efficiencies and AI-driven innovations materialize as anticipated. The combination of favorable industry trends and Veeva's strategic developments could be decisive in meeting or exceeding the market's earnings forecasts and supporting future stock price movements. Gain insights into Veeva Systems' past trends and performance with our report on the company's historical track record. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NYSE:VEEV. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
