ヴィーバ システムズ Aに関するコメント

The company's Total Shareholder Return (TSR) for the year was broadly in line with the market average, at 35%. The year's return is actually better than the average return over five years, which was 13%. This suggests that the business could be worth watching in the long term.

Veeva Systems' Q4 results showed strong revenue and EPS, but Q1 2025 revenue guidance disappointed. Its robust free cash flow, driven by an asset-lite business model, scale advantages, and strong competitive positioning, provides flexibility for capital return or reinvestment.

VEEV - Long term looks good!
Wider View
- Post COVID run built towards a distribution range between 260 and 330
- With the rate hikes, VEEV went on a sell down but has since been on an accumulation phase from 2022 until now
- And we are now at another possible attempt to break out the accumulation range
- Upside could be movement up to previous range again or up to 290 (middle of range)
Bullish View
- Price action moves in distribution and accumulation so it is eno...

Veeva Systems' high P/E ratio is alarming due to its below-market predicted growth, indicating a potential drop in share price. Without substantial improvements, current prices may not hold.

Price action
- Entire 2022 and 2023 had been moving in  range (between 160 and 225)
- Mid range is 193 (and guess where it is now ending 2023)
- Significant gap down on 9 Nov 2023 but has since fully filled the gap as of end 2023
- MA5 has since crossed above MA20 and MA20 is also soon to cross MA50
- On weekly charts, price action has moved above MA50 too (187)
My plays with optimism
- Any pullbacks I will grab at about 186 ...

Insider transactions, though not crucial for long-term investing, could signal a weak negative perception. Insiders selling below current price might suggest acceptance of lower values. High insider ownership usually shows alignment with shareholder interests.

Analysts project Veeva to be a sturdy rival in the market but still trailing IQVIA. CRM rebuilding and data asset benefits anticipated to roll in after fiscal 2026. Veeva's ability to preserve its CRM position using four strategies noted.

Despite revenue growth, Q2 Holdings, Matterport, and Agilysys offered lackluster Q2 performance and weaker guidance. Toast and Veeva Systems outperformed, with Toast showing notable sales guidance. Still, except for Veeva Systems, stock prices lowered for all due to a potential sector downturn amid a pivot from costly tech stocks to profit-led investments spurred by rising interest rates.