Core Insights - Veeva Systems Inc. is recognized as one of the 12 Best Healthcare Stocks to Buy and Hold for 5 Years, highlighting its strong market position and growth potential [1] - The company is expanding its influence in the life sciences industry through its cloud-based platforms, serving over 1,500 global customers [1] - Veeva Systems operates as a Public Benefit Corporation, indicating a commitment to balancing stakeholder interests [1] Financial Performance - Veeva Systems reported a revenue increase of 16.7% year-over-year, with a free cash flow of approximately $1.18 billion as of August 22 [3] - The company reinvests its free cash flow into growth initiatives rather than distributing dividends [3] - Analysts project an average price target suggesting nearly 14% upside, with a forward P/E ratio indicating confidence in continued double-digit revenue growth [3] Strategic Developments - Bristol Myers Squibb's adoption of Veeva Vault CRM strengthens Veeva's market position and reflects growing confidence in its offerings [2][4] - The company is focusing on the increasing demand for digital transformation in healthcare, integrating AI capabilities into its platforms [4] - Veeva Systems is positioning itself as a leader in cloud-based, generative AI-enabled solutions for pharmaceutical and biotechnology clients [4] Future Outlook - Veeva Systems will host a Virtual Investor Day on October 16, 2025, to outline future strategies and product innovations [2]

Core Insights - Veeva Systems' Vault CRM is a next-generation customer relationship management tool specifically designed for the biopharma sector, integrating compliance, data, and advanced analytics into a unified system [1] - The adoption of Vault CRM by major biopharma companies indicates a shift towards a standardized platform for customer engagement, emphasizing the importance of precision, compliance, and speed in the industry [1][3] Recent Developments - Bristol Myers Squibb adopted Vault CRM in September 2025, aiming to enhance sales team engagement with healthcare providers through AI-driven insights [2] - Gilead Sciences also committed to Vault CRM in September 2025, highlighting its innovative roadmap and ability to scale commercial operations [2] - Merck and Astellas joined the list of adopters in July and June 2025, respectively, with Astellas complementing its strategy with Veeva China CRM [2] Competitive Landscape - Salesforce is advancing its AI capabilities through its Einstein platform, focusing on enhancing productivity across various industries, including healthcare [4] - IQVIA is expanding its AI-enabled platform offerings, particularly in clinical trial optimization and real-world evidence, maintaining relevance for biopharma companies [5]

Technical Analysis - Veeva Systems (VEEV) has reached an important support level and surpassed resistance at the 50-day moving average, indicating a potential short-term bullish trend [1] - The 50-day simple moving average is a key technical indicator used by traders and analysts to identify support and resistance levels [1] Stock Performance - VEEV shares have increased by 7.8% over the past four weeks, suggesting positive momentum [2] - The company currently holds a Zacks Rank 3 (Hold), indicating potential for continued upward movement [2] Earnings Estimates - There have been 10 positive earnings estimate revisions for VEEV for the current fiscal year, with no downward revisions, leading to an upward shift in the consensus estimate [2] - The positive revisions in earnings estimates strengthen the bullish outlook for VEEV [2] Investment Consideration - VEEV should be considered for a watchlist due to its favorable technical indicators and positive earnings estimate revisions [3]

Accessibility StatementSkip Navigation Report shows completing manual data reconciliation, cleaning, and review takes each data manager more than 12 hours per week, per study BALTIMORE, Sept. 29, 2025 /PRNewswire/ --SCDM 2025 — Two-thirds of data managers and clinical research associates (CRAs) report that inefficiencies in manual data reconciliation, cleaning, and review will put clinical data quality at future risk. The Veeva Clinical Data Industry Research shows the main drivers adding time and effort i ...

据新浪财经ESG评级中心，2025年09月25日，Veeva Systems Inc. Class A（VEEV.US）MSCI（明晟） ESG评级由AA调升至AAA。 点击查看更多企业ESG评级。 来源：ESG评级中心 ...

Accessibility StatementSkip Navigation PLEASANTON, Calif., Sept. 25, 2025 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) will host its investor day virtually on Thursday, October 16, 2025. The event will begin at 1:30 p.m. PT and will conclude at approximately 3:30 p.m. PT. Veeva will broadcast the presentations live on the company's investor relations website, ir.veeva.com, where a link to the archived webcast will also be available after the event. Event:Â Veeva Systems 2025 Investor Day Date: Thursday, Octob ...

Core Insights - Bristol Myers Squibb (BMS) has committed to using Veeva Vault CRM to enhance customer engagement and decision-making in healthcare [1][2][3] Company Developments - Veeva Systems announced the partnership with BMS, highlighting the integration of AI into the customer journey to improve healthcare practitioner engagement [2][3] - The first Veeva AI agents for Vault CRM, including Pre-call Agent, Content Agent, Free Text Agent, and Voice Agent, are expected to be available in December 2025 [3] Industry Impact - The collaboration aims to transform how healthcare practitioners access information about innovative medicines, thereby supporting BMS's mission to deliver life-changing treatments to patients [2][3] - Veeva Systems serves over 1,500 customers in the life sciences sector, indicating a strong market presence and commitment to innovation [4]

Core Viewpoint - Dividend cuts can present investment opportunities, as the negative news is often already priced in, leading to potential undervaluation of assets [3][7]. Group 1: Market Reactions to Dividend Cuts - Wall Street analysts and individual investors often react negatively to dividend cuts, leading to knee-jerk selling of affected funds [2][3]. - BlackRock Health Sciences Term Trust (BMEZ) experienced a dividend cut, prompting some investors to sell, but this creates opportunities for contrarian investors [3][5]. Group 2: Closed-End Funds (CEFs) Dynamics - CEFs operate differently from ETFs or mutual funds, raising a fixed pool of capital at launch, which can lead to inefficiencies in trading [4]. - When investors sell CEF shares without considering underlying assets, discounts can widen, creating buying opportunities for savvy investors [4][7]. Group 3: BMEZ Fund Characteristics - BMEZ currently yields 9.2% and trades at an 11% discount to its net asset value (NAV), indicating a potential buying opportunity [7][12]. - The fund's portfolio includes biotech and medical device companies that may benefit from a favorable regulatory environment [6][8]. Group 4: Key Holdings and Performance - Alnylam (ALNY), a top holding in BMEZ, focuses on innovative RNA interference therapies and has seen significant stock gains under previous administration policies [8][9]. - Veeva Systems (VEEV), another key holding, has also performed well historically, benefiting from a favorable mergers and acquisitions environment [9][10]. - Dexcom (DXCM), the third largest holding, produces continuous glucose monitors and has experienced substantial stock growth [11]. Group 5: Future Outlook - The current administration's policies may support the healthcare sector, particularly for companies in BMEZ's portfolio, which could lead to further growth [12].

Group 1 - Alnylam Pharmaceuticals Inc is focused on developing therapies based on RNA interference technology, which has shown promise in treating rare genetic diseases [1] - DexCom Inc specializes in continuous glucose monitoring systems for diabetes management, indicating a growing demand for innovative health technology solutions [1] - Veeva Systems Inc Class A provides cloud-based software solutions for the global life sciences industry, highlighting the increasing reliance on digital transformation in healthcare [1] Group 2 - BlackRock Health Sciences Trust II is an investment vehicle that targets companies in the health sciences sector, reflecting investor interest in healthcare as a resilient investment area [1]

Core Insights - TimesSquare Capital Management's "U.S. Focus Growth Strategy" reported strong performance in Q2 2025, with equities achieving double-digit returns as global economic activity expanded [1] - Growth indexes outperformed value counterparts, with U.S. small and mid-cap growth indexes showing better returns from stocks with high valuations, negative earnings, or low returns on equity [1] - The strategy returned 11.79% (gross) and 11.56% (net), compared to an 18.20% return for the Russell Midcap Growth Index [1] Company Focus: Veeva Systems Inc. (NYSE:VEEV) - Veeva Systems Inc. reported a one-month return of -0.14% and a 52-week gain of 24.85%, with a market capitalization of $45.009 billion as of September 10, 2025 [2] - The strategy received a 24% boost from Veeva Systems, which surpassed revenue and earnings expectations, achieving total revenue of $789 million [3][4] - Veeva's commercial subscription revenue growth accelerated, driven by its Crossix platform, and new AI-embedded features were announced for its Vault suite [3] Hedge Fund Interest - Veeva Systems was held by 61 hedge fund portfolios at the end of Q2 2025, an increase from 55 in the previous quarter [4] - Despite strong results, the company is not among the 30 most popular stocks among hedge funds, with some analysts suggesting other AI stocks may offer greater upside potential [4]