Investor Insights

This summary was created by AI, based on 3 opinions in the last 12 months.

Experts have mixed views on VEEV with Trevor Rose's Insights liking the company's niche in CRM healthcare and $4B cash, but preferring ISRG due to its global leadership and strong moat. Another expert is cautious about the high PE ratio but acknowledges that VEEV rarely misses a quarter. Overall, the opinions indicate a balance of positive and negative sentiments towards VEEV.

Consensus
Mixed
Valuation
Overvalued
BUY
Veeva Systems Inc
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

Executive departures always cause investor stress, but they are not automatically bad. In VEEV's case, the company indicated the departure is amicable and it also reconfirmed guidance. Based on its prior solid history, we would have no reason to doubt its statement. While growth has been volatile, we certainly would consider it a high quality company, with a strong niche in its specific health/tech/sales area. 
Unlock Premium - Try 5i Free

0
BUY
Veeva Systems Inc
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

We like VEEV, but it tends to have volatile results and it is expensive. It has a nice niche in CRM healthcare and $4B cash. But we do like ISRG 'better'. It is a global leader and we think has a very strong moat. It is also expensive but has dominated its industry now for a very long time. New products and AI developments may also accelerate its growth. 
Unlock Premium - Try 5i Free

0
DON'T BUY
Veeva Systems Inc

Too high at 38x PE.

0
BUY
Veeva Systems Inc

Trades at a high PE, but they rarely miss a quarter.

0
COMMENT
Veeva Systems Inc
Why the volatility after a good earnings report? There are a lot of short-sellers here who'd expected them to blow the quarter, but VEEV doesn't. So the shorters have to create, which creates a temporary spike, then the stock flops-and-chops (floats around) to the next quarter.
0
WAIT
Veeva Systems Inc
VEEV vs. TDOC Have both run up a lot. Both are probably fundamentally good companies. Long-term, there are legs to this industry. But the price you pay for something does matter to your future returns. Keep an eye on it, put on your watch list, and absolutely snap it up if volatility brings prices back to normal.
0
PAST TOP PICK
Veeva Systems Inc

(A Top Pick April 16/14. Down 19.84%.) Short. It is often the case with a Short that you not only have to get the story right, but also the timing. This hasn’t quite materialized yet. This is a very expensive stock at 80X this year’s earnings and 40X EBITDA. If this is a fast growth company, people are sometimes going to be in those kinds of multiples, but this is in a very slow growth industry. For their kind of industry, it is hard to justify the multiples.

0
PAST TOP PICK
Veeva Systems Inc

(A Top Pick April 16/14. Up 32.79%. (As this was a Short, expected to go lower, and the price is now higher, I figure this should be “Down” 32.79%. Did BNN get it wrong or am I out to lunch? - Bill) (Short) Primarily focused on customer relationship management. They have taken software from SalesForce (CRM-N) and customized it in their vertical, which is a life sciences. One of their main customers is a pharmaceutical company, so they currently deal with 30 of the 50th largest pharmaceutical companies globally. Because they were using someone else’s software and essentially customizing it, they were able to avoid a lot of the start up costs. Because of this they were able to get a very large market share of about 30%, very quickly, by undercutting their competitors by 40%-60%. This is now an industry that is growing at single digits, and this company has a 30%+ market share. There are 4 major players. His view was that there wasn’t a lot of growth ahead. At the same time it was a stock that was valued at 80X this year’s earnings and 40X EBITDA, at least twice what all its peers are trading at. Also, the 800 pound gorilla, SalesForce, announced that they were going to be entering the same vertical. Feels it is inevitable that SalesForce will be taking a lot of market share from them.

0
TOP PICK
Veeva Systems Inc

SHORT. A software company in the CRM space and they use, as their building blocks, the large SalesForce.Com (CRM-N). As a condition SalesForce said you can only sell in the healthcare space. They already have 45% market share and there are 3 players in there. Doesn’t know how much more they could grow. Did an IPO 6 months ago. Initial IPO range was $12-$14 and they bumped it up to $20. If they were willing to sell their shares at $12-$14 and they are now at $24, you have to think that there are a lot of people who will be motivated to sell shares. He has been seeing this over the last 4-5 months. Also, their partner and supplier just announced they are going to become a competitor.

0
Showing 1 to 9 of 9 entries
  • «
  • 1
  • »

Veeva Systems Inc(VEEV-N) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 4

Stockchase rating for Veeva Systems Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Veeva Systems Inc(VEEV-N) Frequently Asked Questions

What is Veeva Systems Inc stock symbol?

Veeva Systems Inc is a American stock, trading under the symbol VEEV-N on the New York Stock Exchange (VEEV). It is usually referred to as NYSE:VEEV or VEEV-N

Is Veeva Systems Inc a buy or a sell?

In the last year, 4 stock analysts published opinions about VEEV-N. 3 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Veeva Systems Inc.

Is Veeva Systems Inc a good investment or a top pick?

Veeva Systems Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Veeva Systems Inc.

Why is Veeva Systems Inc stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Veeva Systems Inc worth watching?

4 stock analysts on Stockchase covered Veeva Systems Inc In the last year. It is a trending stock that is worth watching.

What is Veeva Systems Inc stock price?

On 2024-06-18, Veeva Systems Inc (VEEV-N) stock closed at a price of $178.74.