Software stocks have been hit by fears of competition from artificial intelligence but these five companies can thrive in the AI era, according to Oppenheimer analysts. ...

Group 1 - Veeva Systems Inc. (VEEV) was selected as a software pick for 2025 and was outperforming in the first six months of the year [1] - Amrita leads a boutique family office fund in Vancouver, focusing on sustainable, growth-driven companies that maximize shareholder equity [1] - The fund aims to break down financial jargon and complex macroeconomic concepts into easily digestible formats, promoting financial literacy [1] Group 2 - Amrita has experience in high-growth supply-chain start-ups and has worked with venture capital firms to enhance user acquisition [1] - Her newsletter, The Pragmatic Optimist, has been recognized as a top finance newsletter and aims to share investment ideas on Seeking Alpha [1]

Veeva Systems Inc. (NYSE:VEEV) is one of the best healthcare AI stocks to buy now. On December 15, Stifel reiterated a Buy rating on Veeva Systems Inc. (NYSE:VEEV), even as some big pharmaceutical customers shift away from its legacy CRM platform. Stifel sees these migrations as a small, manageable issue that won’t derail Veeva’s overall momentum. Stifel Maintains Buy on Veeva (VEEV) Despite CRM Customer Migrations According to the analyst’s assessment, Veeva currently serves 18 of the top 20 pharmaceuti ...

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Core Viewpoint - The report summarizes significant changes in stock ratings from various investment banks, highlighting potential investment opportunities and market impacts. Upgraded Ratings - Jefferies upgraded Lululemon (LULU) from "Underperform" to "Hold," raising the target price from $120 to $170, citing the CEO's impending departure as a "major positive" [5] - UBS upgraded American Airlines (AAL) from "Neutral" to "Buy," increasing the target price from $14 to $20, noting that the market has not fully recognized the potential for significant profit increases as corporate client revenue recovers [5] - JPMorgan upgraded Citigroup (C) from "Neutral" to "Overweight," raising the target price from $107 to $124, believing that a stable economic environment in 2026 will benefit Citigroup more than its peers [5] - Guggenheim upgraded Bristol-Myers Squibb (BMY) from "Neutral" to "Buy," setting a target price of $62 for 2026, indicating attractive risk-reward dynamics [5] - Deutsche Bank upgraded Allegiant Air (ALGT) from "Hold" to "Buy," with a target price of $105, highlighting a balanced supply-demand environment in the U.S. domestic airline market by 2026 [5] Downgraded Ratings - JPMorgan downgraded Roblox (RBLX) from "Overweight" to "Neutral," lowering the target price from $145 to $100, citing pressures on user engagement and profit margins [10] - Baird downgraded PayPal (PYPL) from "Outperform" to "Neutral," reducing the target price from $83 to $66, due to volatility in transaction volumes and uncertainties in platform upgrades [10] - Stifel downgraded RH (RH) from "Buy" to "Hold," cutting the target price from $320 to $165, reflecting a second revenue guidance cut for fiscal year 2025 [10] - Northland downgraded Ciena (CIEN) from "Outperform" to "Market Perform," maintaining a target price of $190, stating that positive factors are already reflected in the current stock price [10] - Cowen downgraded Veeva Systems (VEEV) from "Overweight" to "Market Perform," indicating potential order losses due to competition from Salesforce (CRM) [10] Initiated Coverage - Citigroup initiated coverage on Boeing (BA) with a "Buy" rating and a target price of $265, describing it as an "attractive large-cap transformation stock" [11] - Jefferies initiated coverage on Moderna (MRNA) with a "Hold" rating and a target price of $30, expecting growth in vaccine sales but requiring more performance increments to meet guidance [11] - UBS initiated coverage on AppFolio (APPF) with a "Buy" rating and a target price of $285, noting no signs of spending slowdown or new competitive pressures [11] - TD Cowen initiated coverage on Tyler Technologies (TYL) with a "Buy" rating and a target price of $650, projecting a 20% sustainable SaaS growth rate due to cloud migration projects [11] - Jefferies initiated coverage on Badger Meter (BMI) with a "Buy" rating and a target price of $220, suggesting recent stock pullbacks present an attractive entry point [11]

Veeva Systems Inc. (NYSE:VEEV) faces a downgrade by KeyBanc to a Sector Weight rating amidst a 22.8% decline over the past month.The stock's underperformance is highlighted against the Zacks S&P 500 composite's slight increase of 0.9%.Despite market downturns, Veeva's market capitalization of approximately $37.72 billion and active trading volume suggest continued investor interest.Veeva Systems Inc. (NYSE:VEEV) is a prominent player in the cloud-based software industry, primarily serving the life sciences ...

Veeva Systems Inc. (NYSE:VEEV) is one of the stocks Jim Cramer recently commented on. During the episode, a caller asked for Cramer’s thoughts on the stock, and he said: “Okay, it’s very controversial because what’s happened is that it was knocked several times in the Salesforce call. Salesforce was very successful. It makes me feel like, wait a second, we got to, I don’t want to be in Veeva right now, not with the way that Salesforce took them on and… talked about winning some huge clients from Veeva. Le ...

Core Thesis - Veeva Systems Inc. is positioned as a strong player in the life sciences industry, with a focus on cloud-based software solutions that integrate data, software, and services, leading to a bullish investment outlook [1][2]. Company Overview - Founded in 2007 by Peter Gassner, Veeva Systems initially launched with Veeva CRM on Salesforce's platform, quickly becoming essential for pharmaceutical sales teams [2]. - The company has expanded its offerings to include clinical, regulatory, and quality solutions through the Veeva Vault platform, supporting major global biopharma companies [3]. Business Model - Veeva operates on a subscription-based model, providing high visibility and recurring revenue, along with professional services that enhance customer adoption and retention [4]. - The company has two main segments: Commercial Solutions (CRM and data offerings) and R&D Solutions (clinical, regulatory, and quality applications) [4]. Market Position and Strategy - Veeva's expansion into R&D has broadened its total addressable market, with significant integration among large biopharma clients [5]. - The company emphasizes a culture of accountability, customer-centricity, and sustainable innovation, maintaining operating margins above 35% [5]. Technological Transition - Veeva is transitioning from Salesforce infrastructure to its proprietary Vault platform, which enhances control and scalability, reduces dependency, and aligns with its innovation strategy [6]. - The company benefits from long-term contracts and strong customer relationships, positioning it as a resilient player in the digitization of life sciences [6]. Historical Performance - A previous bullish thesis highlighted Veeva's high-margin recurring revenue model and strong balance sheet, with the stock price appreciating approximately 0.20% since the last coverage [7].

Core Insights - The company reported strong results in the fiscal third quarter, exceeding all guidance numbers, indicating robust performance across its business segments [1] - There is notable progress in the clinical space, with over 10 applications currently in development, showcasing the company's commitment to innovation and execution [1] Group 1: Financial Performance - The company achieved results that surpassed all guidance metrics, reflecting effective operational execution [1] - Highlights from the quarter include significant wins in areas such as study start-up and training, contributing to overall success [2] Group 2: Clinical Development - The company is actively advancing in the clinical sector, with more than 10 applications in progress, demonstrating a strong pipeline [1] - Continued strong performance in clinical applications is a key focus area for the company [1]

Veeva Systems Conference Summary Company Overview - **Company**: Veeva Systems (NYSE: VEEV) - **Date of Conference**: December 08, 2025 Key Highlights Industry and Market Position - Veeva Systems operates in the life sciences industry, focusing on cloud-based software solutions for clinical, regulatory, and commercial operations [2][6][32] - The company has established itself as a leader in the clinical space, with over 10 applications and significant market share in areas like EDC (Electronic Data Capture) and CRM (Customer Relationship Management) [2][35] Financial Performance - Veeva reported strong fiscal third-quarter results, exceeding all guidance numbers, indicating robust execution across all business segments [2][4] Product Innovations - **Veeva AI**: The introduction of Veeva AI in commercial products is a significant development, with early customers already live on the commercial content side [3][4] - **Vault Platform**: All applications are built on the Vault Platform, allowing for seamless integration and connectivity across clinical operations, data management, and commercial activities [5][6][38] Growth Opportunities - The clinical segment is expected to drive significant growth, with a focus on improving productivity and efficiency in drug development processes [5][6] - Veeva aims to leverage AI to enhance operational efficiencies in clinical trials, with potential productivity improvements of 10% to 30% [28][29] Customer Dynamics - Veeva retains approximately 14 of the top 20 pharmaceutical companies as clients, with a focus on innovation and stability as key factors for customer retention [9][10] - Smaller and mid-sized companies are increasingly attracted to Veeva's proven solutions, preferring reliable and trusted partners over custom projects [12][13] Competitive Landscape - Veeva differentiates itself from competitors like Salesforce by offering a more integrated and efficient migration process to Vault CRM, reducing risks and costs associated with implementation [20][22] - The partnership with IQVIA enhances Veeva's data strategy, allowing for interoperability between Veeva's software and IQVIA's data solutions, providing customers with more choices [40][41] Future Outlook - Veeva plans to expand AI capabilities across all applications, including clinical, quality, regulatory, and safety by 2026, positioning itself for continued growth [29][30] - The company is focused on building a next-generation cloud-based platform with a platform-first approach, aiming to address existing shortcomings in enterprise platforms [47][48] Additional Insights - The Crossix business segment, which focuses on measurement and optimization, has been a strong growth driver, with significant market share gains [24][25] - Veeva's commitment to product excellence and innovation is evident in its ongoing development of interconnected applications across various operational areas [32][38] This summary encapsulates the key points discussed during the Veeva Systems conference, highlighting the company's strong market position, innovative product offerings, and future growth strategies.