Latest news with #CommercialCloud
Yahoo
5 days ago
- Business
- Yahoo
Veeva's Vault Vision: Can It Thrive After Parting With Salesforce?
Veeva Systems VEEV is entering a pivotal phase as it gradually transitions away from Salesforce's infrastructure, aiming to complete the shift by the end of September 2025. This move marks a significant step toward full platform independence, allowing Veeva to operate entirely on its proprietary Vault architecture. The strategy is designed to give Veeva greater control over product development, performance, and long-term innovation — especially as the company deepens its focus on delivering purpose-built software for the life sciences sector. Early signs are promising, with many clients already reporting smoother integration and more consistent performance on Vault. Veeva's recent performance shows just how central the Vault platform has become to its long-term growth story. Veeva has also been proactive in helping its Commercial Cloud customers prepare for the shift, offering migration roadmaps and hands-on support to ease the transition. While increased investment in R&D and customer onboarding may weigh on margins in the short term, Veeva appears focused on the bigger picture, owning its infrastructure to drive faster innovation and long-term differentiation in a highly specialized market. Peers Update For Salesforce CRM, the conclusion of its infrastructure partnership with Veeva marks a natural evolution as both companies refine their long-term strategies. While Veeva was a high-profile example of Salesforce's presence in life sciences, its shift reflects a broader industry trend toward purpose-built platforms. Salesforce continues to expand its healthcare and life sciences offerings through initiatives like Health Cloud and Data Cloud, aiming to meet the growing demand for tailored solutions. Although adoption varies across segments, Salesforce remains a key player with a broad enterprise footprint and a strong innovation pipeline. IQVIA IQV, a major player in the life sciences technology space, continues to compete through its deep data assets and broad service offerings. While its technology stack is not as tightly integrated as Veeva's, IQVIA's scale and diversified model give it a different kind of competitive edge. As Veeva builds out its post-Salesforce identity, IQVIA remains a key peer to watch — particularly in areas where data services and real-world evidence intersect with software. Veeva Systems' Price Performance, Valuation and Estimates Shares of VEEV have gained 36% in the year-to-date period compared with the industry's growth of 8.2%. Image Source: Zacks Investment Research From a valuation standpoint, Veeva trades at a forward price-to-sales ratio of 14.3, above the industry average. VEEV carries a Value Score of D. Image Source: Zacks Investment Research The Zacks Consensus Estimate for VEEV's fiscal 2026 earnings implies a 15.8% rise from the year-ago period. Image Source: Zacks Investment Research The stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Salesforce Inc. (CRM) : Free Stock Analysis Report Veeva Systems Inc. (VEEV) : Free Stock Analysis Report IQVIA Holdings Inc. (IQV) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Globe and Mail
5 days ago
- Business
- Globe and Mail
Veeva's Vault Vision: Can It Thrive After Parting With Salesforce?
Veeva Systems VEEV is entering a pivotal phase as it gradually transitions away from Salesforce's infrastructure, aiming to complete the shift by the end of September 2025. This move marks a significant step toward full platform independence, allowing Veeva to operate entirely on its proprietary Vault architecture. The strategy is designed to give Veeva greater control over product development, performance, and long-term innovation — especially as the company deepens its focus on delivering purpose-built software for the life sciences sector. Early signs are promising, with many clients already reporting smoother integration and more consistent performance on Vault. Veeva's recent performance shows just how central the Vault platform has become to its long-term growth story. Veeva has also been proactive in helping its Commercial Cloud customers prepare for the shift, offering migration roadmaps and hands-on support to ease the transition. While increased investment in R&D and customer onboarding may weigh on margins in the short term, Veeva appears focused on the bigger picture, owning its infrastructure to drive faster innovation and long-term differentiation in a highly specialized market. Peers Update For Salesforce CRM, the conclusion of its infrastructure partnership with Veeva marks a natural evolution as both companies refine their long-term strategies. While Veeva was a high-profile example of Salesforce's presence in life sciences, its shift reflects a broader industry trend toward purpose-built platforms. Salesforce continues to expand its healthcare and life sciences offerings through initiatives like Health Cloud and Data Cloud, aiming to meet the growing demand for tailored solutions. Although adoption varies across segments, Salesforce remains a key player with a broad enterprise footprint and a strong innovation pipeline. IQVIA IQV, a major player in the life sciences technology space, continues to compete through its deep data assets and broad service offerings. While its technology stack is not as tightly integrated as Veeva's, IQVIA's scale and diversified model give it a different kind of competitive edge. As Veeva builds out its post-Salesforce identity, IQVIA remains a key peer to watch — particularly in areas where data services and real-world evidence intersect with software. Veeva Systems' Price Performance, Valuation and Estimates Shares of VEEV have gained 36% in the year-to-date period compared with the industry 's growth of 8.2%. Image Source: Zacks Investment Research From a valuation standpoint, Veeva trades at a forward price-to-sales ratio of 14.3, above the industry average. VEEV carries a Value Score of D. The Zacks Consensus Estimate for VEEV's fiscal 2026 earnings implies a 15.8% rise from the year-ago period. Image Source: Zacks Investment Research The stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. 7 Best Stocks for the Next 30 Days Just released: Experts distill 7 elite stocks from the current list of 220 Zacks Rank #1 Strong Buys. They deem these tickers "Most Likely for Early Price Pops." Since 1988, the full list has beaten the market more than 2X over with an average gain of +23.5% per year. So be sure to give these hand picked 7 your immediate attention. See them now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Salesforce Inc. (CRM): Free Stock Analysis Report Veeva Systems Inc. (VEEV): Free Stock Analysis Report IQVIA Holdings Inc. (IQV): Free Stock Analysis Report This article originally published on Zacks Investment Research (
Yahoo
07-03-2025
- Business
- Yahoo
Stifel Lowers Microsoft Target to $475, Sees Stock Stuck in Neutral
Microsoft (NASDAQ:MSFT) remained under the spotlight Friday as Stifel analysts predicted the stock will remain range-bound in the near term until investors gain confidence in the Azure and Commercial Cloud growth trajectory. Shares dipped slightly in premarket trading. Warning! GuruFocus has detected 2 Warning Sign with MSFT. Analyst Brad Reback noted that Microsoft needs to show that Azure can sustain growth beyond capital expenditure (capex) increases, similar to the period from FY17 to FY23 before the company ramped up spending on generative AI. While Reback expects Microsoft to maintain double-digit revenue and profit growth, he lowered his price target to $475, citing higher capex projections. The firm anticipates Microsoft will add $25 billion to $30 billion in incremental capex for fiscal 2026, aligning with Azure's estimated 30% growth rate. The report follows discussions with Microsoft's investor relations team, which reaffirmed its $87 billion capex plan for fiscal 2025 and projected slower growth in 2026. This article first appeared on GuruFocus. Sign in to access your portfolio
