Stock Recommendations - Viva Systems experienced a breakout above $300 [1] - Pacific Gas and Electric (PG&E), a California utility, was oversold due to wildfire concerns, but its liabilities are less than feared [1] - Kag is trading at 10x earnings with a 75% yield, indicating it may be oversold [2] - EQT is a way to play rising natural gas prices, suggesting a restart of the bull rally [3]

All right, best stocks in the market from Josh Brown. The spotlight today is on Viva. Vev on the list since May 29th of 2025.Tell me why. >> This might be like the only time this stock has ever been mentioned on on the network. Nobody nobody talks about it, but it >> could be the last time.It's >> it's this incredible company, Scott, and it literally is demanding that we pay attention to it based on um its performance. So, the stock broke out in May. It has since been consolidating just below um those 52- w ...

Core Insights - The focus is on Viva Systems, which has shown significant performance and is becoming a key player in the pharmaceutical and biotech industries [1][2]. Company Performance - Viva's stock broke out in May and has been consolidating just below its 52-week highs [2]. - The company has achieved a net income of $714 million this year, a 36% increase from $525 million in fiscal year 2024 [5]. - Operating margins have improved to 25.2%, marking this year as the most profitable in absolute dollar terms since 2020 [5]. Product Development - Viva has transitioned from using Salesforce to developing its own CRM platform called Vault CRM, which has contributed to its growth [4]. - The company has signed significant deals with major healthcare firms, including Bristol Myers [4][6]. Market Position - Viva is becoming the industry standard CRM platform for drug discovery, indicating strong market demand [3]. - The stock is considered not cheap but is operating at a high level, with a critical resistance level at $300 [6]. Investment Considerations - A stop loss is suggested between $260 to $265, which was prior resistance and is now seen as support [7].

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 ...

Core Viewpoint - Veeva Systems Inc. Class A (VEEV.US) has been upgraded from AA to AAA in MSCI ESG ratings as of September 25, 2025 [1] Group 1 - The upgrade reflects an improvement in the company's environmental, social, and governance practices [1]

Core Points - Veeva Systems will host its 2025 Investor Day virtually on October 16, 2025, from 1:30 p.m. PT to approximately 3:30 p.m. PT [1] - The event will be broadcast live on the company's investor relations website, with an archived webcast available afterward [1] Company Overview - Veeva Systems provides industry cloud solutions for life sciences, including software, data, and business consulting [2] - The company serves over 1,500 customers, including major pharmaceutical companies and emerging biotechs [2] - As a Public Benefit Corporation, Veeva is dedicated to balancing the interests of all stakeholders, including customers, employees, and shareholders [2] Disclosure Practices - Veeva utilizes its investor relations website to disclose material non-public information and announce upcoming investor conferences [3] - Stakeholders are encouraged to monitor the investor relations website along with press releases and SEC filings for updates [3]

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]