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Veeva Systems (VEEV) Up 77%: What We Learned
Veeva Systems (NYSE: VEEV) was a 7investing Best Buy three months in a row back in the summer of 2026, and the stock is up more than 77% since. Simon Erickson breaks down what made Veeva a buying opportunity when it fell 40% on news of its migration away from the Salesforce (NYSE: CRM) infrastructure it had relied on since 2007, including the valuation math (17x enterprise value to free cash flow), the customer retention data, and the $472 million in share buybacks that followed.Simon also explains why Veeva’s life sciences software platform has such strong staying power with big pharma…
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