Veeva Systems: Unjustified Sell-Off, Justified Opportunity

Core Viewpoint - Veeva Systems Inc. (VEEV) is rated as a buy due to its consistent revenue and EPS growth, surpassing analysts' expectations and increasing guidance for FY2026 [1] Financial Performance - The company has shown strong financial performance, with revenue and EPS growth that exceeds market expectations [1] - Veeva has raised its guidance for FY2026, indicating confidence in future performance [1] Market Reaction - The market's reaction to Veeva's recent announcements appears to be exaggerated, suggesting potential mispricing of the stock [1]