Foren & Soziale Netzwerke zur VEEVA Aktie

 

die Diskussionen "crm disrupted by ai" haben den Kurs seit November halbiert. Wie ist der aktuelle Kurs zu bewerten?Die DCF-Modelle sagen rd. 174.- USD bzw. Gurufocus meint 138 USD, letzteres entspricht genau der gestrichelten Stützlinie in meinen alten Charts.Das KGV sieht immer noch etwas hoch aus. Beides wird wohl den Kurs noch etwas runterdippen lassen. Ich hoffe, dass man zwischen gestrichelter Linie und Retracekante ein klareres Bild bekommt. -slim_nesbit

4/9/26 :: VROCKSTAR :: NYSE:VEEV One of few SaaS you can hold - regulatory moat + founder-led + 40% fcf mgns and already derated valuation - going to be much harder for AI to dent this thing in the immediate term, likely buys VEEV more time to optimize - unlike other SaaS the SBC is already well managed (it's not egregious) and fcf yields already exceed 5% - unlike say NYSE:NOW , the NYSE:VEEV growth at teens is already captured in market. sure could be lower, but i'd rather be at 15% going to 12% than 20% going to 12% and with the 20% reflecting multiples 30-50% higher vs. the latter. - all in, SaaS remains a fairly "unownable" category from the mr mkt perspective until we figure out how this profit pool evolves. i don't think anyone's arguing these companies will exist, but they can still "win" and the profit pool can decline and therefore so do the stock prices - for now i'd continue to recommend if you do own, be very selective and potentially consider ITM covered calls for yield harvesting and whe

Fast Bounce Setup | Price: 242 → Target: 254.10 (+5%) ?⚡ Fundamentals ? VEEV shows steady revenue and profit growth, supported by strong demand for its cloud solutions in the life sciences sector. Repeated Behavior ? Historically, VEEV produces 5%–25% quick bounces after oversold or sharp pullback zones. Current price action matches those previous reversal patterns. Volume & Price Action ? Volume shows accumulation and the price is sitting on a familiar bounce level. Entry: 242 Target: 254.10 Profit: +5% expected ?⚡