Group 1 - Veeva Systems Inc. (NYSE:VEEV) is experiencing controversy due to competitive pressures from Salesforce, which has successfully acquired significant clients from Veeva [1] - Veeva provides cloud software solutions for life sciences companies, covering areas such as CRM, analytics, and regulatory processes [2] - In Q2 2025, Veeva's revenues and earnings exceeded expectations, with notable growth in commercial subscription revenue driven by its Crossix platform [2] Group 2 - Veeva has introduced new AI-embedded features for its Vault suite of CRM applications, indicating a focus on integrating advanced technology into its offerings [2] - Despite Veeva's strong performance, some analysts suggest that other AI stocks may present better investment opportunities with higher upside potential and lower risk [2]
Jim Cramer on Veeva: “Let’s Stay Away”