Foren & Soziale Netzwerke zur VEEVA Aktie

 

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 ?⚡

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