Veeva Systems Inc. (NYSE:VEEV) is among the 20 Best Investments in 2026. Veeva Systems Inc. (VEEV) Launches eSource to Streamline Clinical Trial Data The fifth stock on our list of best investment stocks is Veeva Systems Inc. (NYSE:VEEV). TheFly reported on February 20 that UBS reduced its price target on VEEV to $200 from $280 while maintaining a Neutral rating on the stock. Veeva Systems Inc. (NYSE:VEEV) made a significant announcement on January 29 when it unveiled Veeva eSource, a new application w ...

Salesforce Inc. gave a strong outlook for long-term sales and announced a large share buyback, helping assuage some of Wall Street’s fears about AI disruption of the software industry. “We’re well on our way” to $63 billion in annual revenue in fiscal year 2030, Chief Executive Officer Marc Benioff said Wednesday in a statement. Wall Street was expecting $60.3 billion. The company also announced a new $50 billion stock buyback program and increased its quarterly dividend to 44 cents per share. Most Read ...

Salesforce (NYSE:CRM) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsBrent Thill - Tech Sector Leader of Software & Internet ResearchGabriela Borges - Managing Director and Head of US Software Equity ResearchJason Lemkin - Founder and CEOJeff Ballotti - President and CEOKirk Materne - Senior Managing Director of SoftwareMarc Benioff - Chair and CEOMark Barrocas - CEO and DirectorMiguel Milano - President and Chief Revenue OfficerMike Spencer - EVP of Finance and Investor RelationsPa ...

Salesforce (NYSE:CRM) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsBrent Thill - Tech Sector Leader of Software & Internet ResearchGabriela Borges - Managing Director and Head of US Software Equity ResearchJason Lemkin - Founder and CEOJeff Ballotti - President and CEOKirk Materne - Senior Managing Director of SoftwareMarc Benioff - Chair and CEOMark Barrocas - CEO and DirectorMiguel Milano - President and Chief Revenue OfficerMike Spencer - EVP of Finance and Investor RelationsPa ...

Salesforce (NYSE:CRM) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Speaker6Good afternoon, everyone. My name is Layla, and I will be your conference operator today. At this time, I would like to welcome you to the Salesforce Fourth Quarter and Full Year Fiscal 2026 conference call. This conference is being recorded, and all lines have been placed on mute to prevent any background noise. After the speakers' prepared remarks, there will be a question and answer session. At this time, I would like to tu ...

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Fund”.  A copy of the letter can be downloaded here. The Fund seeks to invest in companies that possess franchise characteristics, with strong earnings trajectories, and are trading at a discount to the estimated private market value. US equities ended a record year with robust fourth-quarter gains. The Fund’s Investor Class, ARTMX, delivered -0.44%, the Advisor Class, APDMX, delivered - ...

Core Insights - Brown Capital Management's Small Company Fund underperformed in Q4 2025, with a decline of 1.50% compared to the Russell 2000® Growth index's gain of 1.22% [1] - The Fund's performance for the entire year of 2025 was down 11.46%, significantly lagging behind the Index's return of 13.01% [1] - The Fund's investment strategy is based on company fundamentals, which showed strong revenue and earnings growth in 2025 [1] Company Focus: Veeva Systems Inc. - Veeva Systems Inc. (NYSE:VEEV) is a technology company providing a cloud-based software platform for the life sciences industry, with a market capitalization of $29.64 billion [2] - The stock of Veeva Systems Inc. experienced a one-month return of -19.57% and a 52-week decline of 20.26% [2] - Veeva Systems was identified as a detractor from the Fund's performance in Q4 2025, despite its strong market position and innovative solutions in the life sciences sector [3] - The company's offerings include Veeva Customer Relationship Management (CRM) and Veeva Vault, which have established a dominant market position and present opportunities for growth in clinical applications [3] - Veeva's client base includes major global pharmaceutical companies such as GlaxoSmithKline, AstraZeneca, Eli Lilly, Merck, and Novartis [3]

Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q4 2025, Conestoga Capital Advisors Mid Cap Strategy returned -5.75% net of fees compared to the Russell Midcap Growth Index’s -3.70% return. The underperformance was driven by negative stock selection in the Technology and Industrials sectors, while positive sector allocation effects partially eased underperformance. The Mid Cap Composite returned -4.73% ...

It has been ugly in software. Everyone's throwing around the term SAS apocalypse. Every time AI does something or creates some new product, it hits a particular industry.Give us some color on the mood in software at the moment. >> Yeah, I get texted constantly from folks on the buy side just retrenching. I can't believe this is happening.Can it go lower. I keep saying that. It's the hundth time I've bought the dip.One of the things about software that's really fascinating is there's very few folks even on t ...

Core Insights - Hims & Hers Health, Inc. (HIMS) is set to report its fourth-quarter 2025 results on February 23, with expectations of a revenue increase of 28.7% year-over-year, but a significant drop in earnings per share (EPS) by 81.8% compared to the prior year [1][6][21] Group 1: Performance Factors - The company's fourth-quarter results are anticipated to reflect ongoing momentum in its personalized, multi-specialty platform strategy, including expansions into men's health and menopause care, which broaden its market and enhance customer engagement [3][4] - International expansion efforts, such as entering Canada and launching a Weight Loss Programme in the U.K., are expected to contribute to growth by capturing additional demand outside the U.S. [4] - The introduction of Labs for biomarker testing and personalized action plans is likely to improve cross-selling opportunities and customer retention [4] Group 2: Financial Estimates - The Zacks Consensus Estimate for revenues in Q4 2025 is $619.2 million, representing a 28.7% increase from the previous year [6] - The consensus estimate for EPS is 2 cents, indicating a significant decline of 81.8% from the prior year's figure [6] Group 3: Cost and Legal Challenges - Rising operating expenses due to aggressive marketing, technology investments, and infrastructure development may negatively impact fourth-quarter results [5] - Ongoing legal scrutiny regarding compounded semaglutide products, including litigation from Novo Nordisk, could create uncertainty and pressure growth in the weight-loss segment [5] Group 4: Stock Performance and Valuation - Hims & Hers shares have declined by 52.9% over the past three months, underperforming both the Medical Info Systems sector and the S&P 500 [10] - The company's forward price-to-sales (P/S) ratio is 1.3X, which is below the industry average of 3.7X and its five-year median of 2.7X, indicating a potential undervaluation relative to expected sales growth [15][17] Group 5: Long-Term Strategy - Hims & Hers' long-term investment strategy focuses on capital allocation and platform expansion, supported by an $870 million convertible senior notes offering that enhances financial flexibility for global expansion and strategic acquisitions [18] - The appointment of an AI veteran as CTO indicates a strategic shift towards building an AI-powered care platform, aimed at improving diagnostic precision and treatment personalization [19] - The combination of disciplined capital deployment, technology-driven infrastructure, and international expansion is expected to provide sustained revenue growth and margin expansion over the long term [19][20]