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 (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 ...

Key Takeaways Hims & Hers is set to post Q4 2025 results, with revenue projected to rise 28.7% year over year.Hims & Hers expanded into low testosterone, menopause care and Labs, boosting subscriber growth.HIMS faces higher marketing and operating costs plus compounded semaglutide legal scrutiny from Novo Nordisk.Hims & Hers Health, Inc. (HIMS) is scheduled to report fourth-quarter 2025 results on Feb. 23, after the closing bell.In the last reported quarter, the company’s earnings per share (EPS) of 6 cents ...

Fears that artificial intelligence (AI) will rapidly disrupt software companies have been overdone, according to JPMorgan. The bank’s strategists believe parts of the sector are more resilient than believed, creating a potential opportunity for investors. “Given the positioning flush, overly bearish outlook on AI disruption of software and solid fundamentals, we believe the balance of risks is increasingly skewed towards a rebound,” said Dubravko Lakos‑Bujas, Head of Global Markets Strategy. In a recent ...