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[Stock market trading growth graph]

Michael Burry highlighted on his Substack on Friday that the stock market continues to punish the stocks of large, well-established businesses with significant owners earnings, little debt, and large buybacks, which are accretive to intrinsic value per share at current levels.

He noted the companies are suffering due to AI capital flows as well as to extrapolated maximum-AI scenarios that are seen as unlikely.

Burry added to his position in Adobe (ADBE [https://seekingalpha.com/symbol/ADBE]) as he pointed to deep value, with the company's gross margin rate near the all-time highs. He also snapped up more shares of Alibaba (BABA [https://seekingalpha.com/symbol/BABA]), PayPal (PYPL [https://seekingalpha.com/symbol/PYPL]), and Veeva Systems (VEEV [https://seekingalpha.com/symbol/VEEV]).

On Alibaba (BABA [https://seekingalpha.com/symbol/BABA]): "It is the most advanced company in China as far as AI strategy goes, and it has been buying back stock. The value continues to accrete to common shareholders even if the market does not reward such accretion of late. The stock is well off recent highs. When the time comes, the stock will launch fast and fly high. I continue to hold other Hong Kong stocks as well."

On PayPal (PYPL [https://seekingalpha.com/symbol/PYPL]): "Same chart metrics/color scheme as above. Management turnover is hurting the stock as well. Has to look attractive to both PE firms and strategic acquirers at this level, 7-8x earnings, and buying back stock hand over fist. The market has been attending PayPal’s wake for years now, though the body has yet to show."

On Veeva Systems (VEEV [https://seekingalpha.com/symbol/VEEV]): "It has come back to lows, with its price/earnings and price/sales far below historical levels. The Salesforce threat is only relevant to a small part of its business. The significance has been far overstated."

MORE ON BURRY'S FAVORITES

* Adobe: The Post-Earnings Selloff Is A Massive Opportunity [https://seekingalpha.com/article/4914612-adobe-the-post-earnings-selloff-is-a-massive-opportunity]
* Adobe Inc. 2026 Q2 - Results - Earnings Call Presentation [https://seekingalpha.com/article/4914624-adobe-inc-2026-q2-results-earnings-call-presentation]
* Adobe: Do Not Touch This AI Show-Me Story [https://seekingalpha.com/article/4914600-adobe-do-not-touch-this-ai-show-me-story]
* Adobe's leadership transitions and freemium push create uncertainty: analysts [https://seekingalpha.com/news/4602933-adobes-leadership-transitions-and-freemium-push-create-uncertainty-analysts]
* Alibaba bids $1.5B for China grocer Pupu in fight with Meituan: report [https://seekingalpha.com/news/4602824-alibaba-bids-15b-for-china-grocer-pupu-in-fight-with-meituan-report]

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Veeva Systems VEEV recently announced that UCB has selected Veeva Safety Suite to unify its global pharmacovigilance operations. Through the deployment, UCB will standardize safety processes on a single platform, enabling faster case processing, enhanced oversight and streamlined regulatory submissions while supporting greater automation across safety workflows.

The latest win underscores the growing adoption of Veeva’s safety and regulatory solutions among large biopharmaceutical companies. For investors, the agreement reinforces Veeva’s position as a leading life sciences cloud software provider and highlights the company’s ability to deepen customer relationships through its connected platform strategy, supporting long-term revenue growth opportunities.

Likely Trend of VEEV Stock Following the News

Shares of VEEV have traded flat since the announcement on Tuesday. In the year-to-date period, shares of the company have lost 27.7% compared with the industry’s 20% decline.  The S&P 500 increased 6.3% in the same time frame.

The UCB deal is expected to strengthen Veeva’s long-term growth prospects by expanding the adoption of its Safety Suite across a global biopharmaceutical organization. Beyond adding to Veeva’s recurring subscription revenue base, the deployment validates the company’s strategy of offering an integrated platform spanning safety, regulatory and quality functions. As more life sciences companies seek to automate pharmacovigilance processes and improve compliance, successful enterprise-scale implementations like UCB’s can support additional customer wins, higher platform penetration and durable revenue growth over time.

VEEV currently has a market capitalization of $26.75 billion.Zacks Investment Research

Image Source: Zacks Investment Research

More on the News

UCB is adopting Veeva Safety Suite as a unified platform for end-to-end pharmacovigilance operations. The suite includes Veeva Safety for the intake, processing and submission of adverse event cases, Veeva SafetyDocs for managing safety-related documents and workflows, Veeva Safety Workbench for advanced analytics and scalable reporting and Veeva Safety Signal for automated signal detection. UCB will also leverage the Veeva Safety-RIM Connection, which automatically shares product information across regulatory and safety functions, helping maintain consistent, trusted data while improving operational efficiency and compliance.

The implementation forms a key part of UCB’s broader safety transformation initiative. By consolidating global and local safety workflows onto a single platform, the company aims to accelerate case processing, strengthen oversight and support low-touch, automated operations.

Story Continues

Management noted that the strategic partnership with Veeva positions UCB to further expand automation capabilities across its safety organization. For Veeva, the deployment represents another validation of its connected applications strategy and highlights growing demand among large biopharma companies for integrated cloud-based safety and regulatory solutions.

Favorable Industry Prospect for VEEV

Per a report by Fortune Business Insights, the global life science software market size was valued at $17.69 billion in 2025 and is projected to grow to $43.19 billion by 2034, exhibiting a CAGR of 10.50%.

The global life sciences software market is growing due to increasing demand for cloud-based platforms that help pharmaceutical and biotechnology companies streamline regulatory compliance, drug development and safety monitoring. Rising adoption of AI and automation is further accelerating the shift from legacy systems to integrated software solutions.

A Recent Development by VEEV

Recently, Veeva exited the fiscal first quarter of 2027 with better-than-expected results, wherein both earnings and revenues beat the Zacks Consensus Estimate. The uptick in both top and bottom lines and robust performance by the Subscription services segment during the quarter were impressive. The uptick in Professional services and others’ revenues also bodes well.

Veeva continues to strengthen its position in life sciences software through rapid innovation in artificial intelligence and expanding customer adoption. During the first quarter, the company significantly advanced its industry-specific AI strategy. Ostro, acquired in March, is now delivering compliant conversational AI for more than 50 brands, while Vault AI remains on track for deployment across all Vault applications in August.

VEEV’s Zacks Rank & Key Picks

Currently, VEEV carries a Zacks Rank #3 (Hold).

Some better-ranked stocks from the broader medical space are Globus Medical GMED, West Pharmaceutical WST and Intuitive Surgical ISRG.

Globus Medical, currently flaunting a Zacks Rank #1 (Strong Buy), reported a first-quarter 2026 adjusted earnings per share (EPS) of $1.12 per share, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. You can see the complete list of today’s Zacks #1 Rank stocks here.

GMED has an estimated long-term earnings growth rate of 10.2% compared with the industry’s 12.6% growth. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%.

West Pharmaceutical, currently sporting a Zacks Rank #1, reported first-quarter 2026 EPS of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.

WST has an estimated long-term earnings growth rate of 13.9% compared with the industry’s 9.5% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%.

Intuitive Surgical, carrying a Zacks Rank #2 (Buy) at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%.

ISRG has a long-term estimated growth rate of 14.6% compared with the industry’s 12.6% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%.

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Veeva Systems Inc. VEEV is well-poised for growth in the coming quarters, courtesy of its strong product portfolio. The optimism, led by a solid first-quarter fiscal 2027 performance and CRM migrations, is expected to contribute further. However, market saturation remains a cause for concern.

This Zacks Rank #2 (Buy) company's shares have lost 24.9% in the year-to-date period compared with the 20.6% decline of the industry. The S&P 500 Composite has increased 8.3% during the said time frame.

The renowned provider of cloud-based software applications and data solutions for the life sciences industry has a market capitalization of $27.32 billion. The company anticipates 35% growth for the next five years and expects to maintain its strong performance in the future. It delivered a trailing four-quarter average earnings surprise of 5.5%.Zacks Investment Research

Image Source: Zacks Investment Research

Reasons Favoring VEEV's Growth

Enterprise CRM Migrations Expanding Account Footprint: Vault CRM adoption continues to build as large customers move off legacy CRM deployments and standardize commercial workflows. Management highlighted recent global selections from Teva and Merck KGaA and noted that Veeva has secured 10 wins versus six for Salesforce, within its defined top 20 cohort, with four decisions still pending.

The company also cited an overall Vault CRM win rate above 80% and more than 150 customers live on Vault CRM, supported by over 40 completed migrations. This installed base creates a multi-year services and subscription runway and should support the attachment of adjacent commercial applications.

Diversified Platform Driving Durable Growth:Veeva Systems' long-term growth story is increasingly tied to its position at the center of life sciences digital transformation. The company operates across a broad set of markets spanning clinical development, quality management, regulatory operations, safety, commercial engagement and data analytics. Veeva Systems' Development Cloud portfolio is particularly well-positioned as pharmaceutical companies seek integrated platforms that connect clinical data, trial operations, quality processes and regulatory functions within a unified ecosystem.

Growth is being fueled by newer product areas that remain in the early stages of penetration, including clinical data management, randomization and trial supply management, drug safety and laboratory information management systems. Management believes these businesses have a significant runway as customers increasingly favor end-to-end platforms over fragmented point solutions.

Story Continues

Strong Q1 Results: Veeva Systems exited the fiscal first quarter of 2027 with better-than-expected results, wherein both earnings and revenues beat the Zacks Consensus Estimate. The uptick in both top and bottom lines and robust performance by the Subscription services segment during the quarter were impressive. The uptick in Professional services and others' revenues also bodes well.

Veeva Systems continues to strengthen its position in life sciences software through rapid innovation in artificial intelligence and expanding customer adoption. During the first quarter, the company significantly advanced its industry-specific AI strategy. Ostro, acquired in March, is now delivering compliant conversational AI for more than 50 brands, while Vault AI remains on track for deployment across all Vault applications in August.

A Factor That May Offset VEEV's Gains

Market Saturation: The life sciences industry, Veeva Systems' primary market for its CRM solutions, is facing increasing saturation as digital transformation and CRM adoption have become widespread across pharmaceutical and biotech companies. Many large enterprises have already implemented Veeva Systems' CRM software or similar solutions, leaving fewer untapped opportunities for new customer acquisition.

Additionally, as smaller biotech firms and generics manufacturers enter the market, they may seek more cost-effective or niche CRM alternatives rather than Veeva Systems' premium offerings. This saturation, combined with heightened competition from both traditional CRM providers and emerging AI-powered platforms, could limit Veeva Systems' ability to maintain its historical CRM sales growth rates.

Estimate Trend

Veeva Systems is witnessing a stable estimate revision trend for fiscal 2027. In the past 30 days, the Zacks Consensus Estimate for fiscal 2027 earnings per share (EPS) has remained stable at $8.87.

The Zacks Consensus Estimate for second-quarter fiscal 2027 revenues is pegged at $904.1 million, indicating a 14.6% improvement from the year-ago quarter's reported number. The EPS estimate for the second quarter of fiscal 2027 is pinned at $2.19, implying a 10.1% improvement year over year.

Other Key Picks

Some other top-ranked stocks in the broader medical space are Globus Medical GMED, West Pharmaceutical WST and Intuitive Surgical ISRG.

Globus Medical, currently flaunting a Zacks Rank #1 (Strong Buy), reported a first-quarter 2026 adjusted earnings per share (EPS) of $1.12 per share, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%. You can see the complete list of today's Zacks #1 Rank stocks here.

GMED has an estimated long-term earnings growth rate of 10.2% compared with the industry's 12.6% growth. The company's earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%.

West Pharmaceutical, currently sporting a Zacks Rank #1, reported first-quarter 2026 EPS of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.

WST has an estimated long-term earnings growth rate of 13.9% compared with the industry's 9.5% growth. The company's earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.4%.

Intuitive Surgical, carrying a Zacks Rank #2 at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%.

ISRG has a long-term estimated growth rate of 14.6% compared with the industry's 12.6% growth. The company's earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%.

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

How much a stock's price changes over time is a significant driver for most investors. Not only can price performance impact your portfolio, but it can help you compare investment results across sectors and industries as well.

Another factor that can influence investors is FOMO, or the fear of missing out, especially with tech giants and popular consumer-facing stocks.

What if you'd invested in Veeva Systems (VEEV) ten years ago? It may not have been easy to hold on to VEEV for all that time, but if you did, how much would your investment be worth today?

Veeva Systems' Business In-Depth

With that in mind, let's take a look at Veeva Systems' main business drivers.

Veeva Systems Inc. is headquartered in Pleasanton, CA and provides industry cloud solutions for the global life sciences market. Its offerings span cloud software, data, artificial intelligence capabilities and business consulting, supporting customers from research and development through commercialization. Veeva operates as a single reportable segment and groups revenues into Commercial Solutions and R&D and Quality Solutions.

Commercial Solutions include Veeva Commercial Cloud applications and Veeva Data Cloud. Key products include Veeva CRM, Vault CRM, Veeva Network and data offerings such as OpenData and Compass, along with Crossix for digital measurement. Veeva Systems has also released its advanced Veeva Commercial Cloud offering, Veeva CRM Engage Webinar, at the Veeva Commercial Summit Europe. Veeva Systems also released Veeva Vault PromoMats Brand Portal — a new digital asset management capability that helps brand managers create portals, organize and showcase content within Veeva Vault PromoMats. Veeva Systems has also announced the availability of the whole suite of commercial data products from Veeva Compass Suite for a more comprehensive understanding of patient groups and HCP-level information.

Veeva CRM is delivered on the Salesforce platform, while Vault CRM is built on the Veeva Vault platform and is the company's migration path for existing CRM customers. R&D and Quality Solutions include Veeva Development Cloud and Veeva Quality Cloud products, which are utilized in clinical, regulatory, safety, quality and manufacturing workflows, featuring modules such as eCOA, RTSM, EDC, Safety and LIMS.

FY26 at a Glance

For fiscal 2026, VEEV registered total sales of $3.19 billion, up 16% year over year. VEEV reported adjusted earnings per share of $8.10 for fiscal 2026, up 22.7% compared with fiscal 2025.

Subscription Service revenues were $2.68 billion (84% of net sales, up 17.5% from fiscal 2025), while Professional services and other revenues grossed $511.1 million (16%, up 10%).

Story Continues

Bottom Line

Anyone can invest, but building a successful investment portfolio requires research, patience, and a little bit of risk. So, if you had invested in Veeva Systems, ten years ago, you're likely feeling pretty good about your investment today.

According to our calculations, a $1000 investment made in June 2016 would be worth $4,786.75, or a gain of 378.68%, as of June 10, 2026, and this return excludes dividends but includes price increases.

Compare this to the S&P 500's rally of 249.17% and gold's return of 221.00% over the same time frame.

Looking ahead, analysts are expecting more upside for VEEV.

Veeva Systems continues to benefit from broad demand for life sciences cloud platforms, with expansion in R&D and Quality solutions and steady progress in Vault CRM migrations. Management's fiscal 2027 outlook calls for mid-teens revenue growth and stable adjusted operating margin, assuming an unchanged macro environment, as newer products such as RTSM, Safety and LIMS scale and Crossix builds share in digital measurement. The balance sheet remains highly liquid and the company is returning capital through repurchases. Offsetting these positives, gross margin has compressed as infrastructure and services costs rise and commercial growth can be uneven during large migrations. Falcon's agentic AI initiative is early, with pricing and customer adoption still developing amid ongoing competition, limiting near-term upside.

The stock is up 5.18% over the past four weeks, and no earnings estimate has gone lower in the past two months, compared to 5 higher, for fiscal 2026. The consensus estimate has moved up as well.

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Wir haben eine bullische These über Veeva Systems Inc. auf X.com von @tomicki gefunden. In diesem Artikel werden wir die Bullen-These zu VEEV zusammenfassen. Der Aktienkurs von Veeva Systems Inc. lag am 1. Juni bei $188,66. Nach Yahoo Finance betrugen der trailing und forward P/E-Verschlag von VEEV 34,68 bzw. 21,28. Veeva Systems Inc. (VEEV) ist ein vertikal vorteilhaftes SaaS-Unternehmen und das Software-Rückgrat der globalen Lebenswissenschaften-Branche, die sich auf CRM, klinische Studienmanagement, regulatorische Einreichungen und Qualitätsysteme erstreckt. Sein Wettbewerbsvorteil ist in tiefgreifender Domänen-Spezialisierung und FDA- und EMA-Regulierungsvalidierungsanforderungen verankert, was hohe Wechselkosten schafft, die es den Systemen unmöglich machen, einmal in Pharma-Betrieben eingebettet zu werden.

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Die wichtigsten Gesundheitsnachrichten dieser Woche: UnitedHealth, Medtronic und Eli Lilly im Fokus. Die S&P 500-Healthcare-Index-Sektoren (XLV) stiegen um 2,46% während der Woche an. Top-Gewinner waren Humana (+14,62%), Medtronic (+10,65%) und The Cooper Companies (+10,01%).

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Veeva Systems (NYSE:VEEV) hat sein neues Falcon-agentschaftliches AI-Plattform eingeführt und seine Fähigkeiten für klinische, regulatorische, Sicherheits- und Qualitätsabläufe detailliert beschrieben. Die Gesellschaft hat frühzeitige Adoptierungszeiträume und die Erweiterung der Rollout von Vault-AI-Agenten über ihre Vault-Anwendungen hinweg angekündigt. Veeva Systems geht in diese Phase des AI-Produktrollouts mit seinem Aktienpreis bei $172,61 ein, nach einem Zeitraum gemischter Aktienleistung. Der Aktienpreis ist um 21,4% im Laufe des Jahres und um 39,5% über die letzten zwölf Monate gefallen, mit einer fünfjährigen Abnahme von 42,3%. Gegen diesen Hintergrund bieten diese Produkt- und Kundenaktualisierungen zusätzliche Unternehmensspezifika an, die über Aktienpreismovements allein beobachtet werden sollten.

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Veeva Systems, Inc. (VEEV) hat für das erste Quartal des Geschäftsjahres 2027 angepasste Gewinn pro Aktie (EPS) von 2,24 $ erzielt, was einem Anstieg von 13,7 % gegenüber dem Vorjahreswert von 1,74 $ entspricht. Der angepasste EPS übertraf das Zacks-Konsens-Ziel um 5,2 %. GAAP-EPS im ersten Quartal des Geschäftsjahres betrug 1,57 $, was einem Anstieg von 14,6 % gegenüber dem Vorjahreszeitraum entspricht. Die Umsatzerlöse für das Quartal beliefen sich auf 882,9 Millionen US-Dollar und übertrafen das Zacks-Konsens-Ziel um 2,9 %. Im Vergleich zum Vorjahr stiegen die Umsätze um 16,3 %. Trotz dieser positiven Ergebnisse fiel die Aktie von Veeva Systems im Nachhandel um 5,2 % und ist seit Beginn des Geschäftsjahres um 19,8 % gefallen. Im Vergleich dazu sank der gesamte Markt um 19,1 %, während der S&P 500-Index um 10,2 % stieg.

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Die S&P-500-Index ist um -0,40%, der Dow Jones Industrial Average um -0,74% und der Nasdaq-100-Index um -0,08% gefallen. Die US-Iran-Konflikte haben zu einer Erhöhung des WTI-Crude-Oil-Preises um mehr als +1% geführt. Der Markt wird auch von Schwäche in Software-, Cybersecurity- und privaten Kreditaktien beeinflusst.

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Veeva Systems hat kürzlich eine Reihe von wichtigen Siegen bekannt gegeben, einschließlich der Annahme von Kindeva Drug Delivery von Veeva Quality Cloud und Merck KGaA und Teva Pharmaceuticals, die sich global an Veeva Vault CRM verpflichten, um Qualität und kommerzielle Operationen zu vereinen. Zusammen mit dem Start seines neuen Veeva Falcon agentic-Plattform für Arzneimittelentwicklung, zeigen diese Schritte, wie Veeva versucht, spezialisierte AI- und Cloud-Werkzeuge tiefer in die Lebenswissenschafts-Prozesse einzubinden. Wir werden nun untersuchen, wie Veevas tieferes Einbinden in Kunden-Qualitäts- und kommerzielle Ökosysteme, insbesondere durch Veeva Quality Cloud, seine Investitionsnarrative prägt.