Veeva Systems Inc

Noticias y eventos de Veeva Systems Inc (VEEV)

$313.030

+16.497 (+5.27%)Al cierre

Noticias de VEEV

Eventos de VEEV

10/13 07:30

IQVIA and Veeva Expand Partnership

IQVIA (IQV) and Veeva Systems (VEEV) announced an expansion of their partnership with the selection of Veeva CTMS, eTMF, Study Startup, and Site Connect as enterprise standard applications that will be used across IQVIA clinical development studies. This extends the previously announced EDC partnership. "This is an exciting expansion of the partnership IQVIA and Veeva announced last year and the work we have done together since," said Veeva founder and CEO Peter Gassner. "We are committed to supporting seamless product and services integration for the benefit of our customers and improving access to innovations for patients."

10/1 12:00

Major Averages Decline as Treasury Yields Rise

The major averages were lower near noon to start the month as rising Treasury yields continue to weigh on markets even as Micron reported upbeat Q4 earnings and revenue. Also weighing on the averages is a jump in oil prices, with the commodity above $90 a barrel. Traders await President Trump's next move in the war with Iran and ponder if he will wait until after midterm elections before ordering further military actions.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Micronreported better-than-expected Q4 results and provided an upbeat earnings and revenue outlook for Q1Accenturereported upbeat Q4 results but provided conservative FY27 earnings guidanceMSG Sports'board of directors approved a spinoff of its Rangers business from its Knicks businessGoogleis rolling out its new frontier model Gemini 4 ArgonConstellationand Amazonannounced a long-term power purchase agreement that will support the continued investment in and expansion of the Calvert Cliffs Clean Energy Center2. WALL STREET CALLS:Wells Fargo upgraded BP, downgraded Exxonon relative valuation callOccidentalupgraded to Buy at Goldman SachsBarclays reinstated Williamswith an Overweight, sees growth from behind-the-meter powerEthosdowngraded to Neutral from Overweight at JPMorganArgus upgraded Regeneron, sees attractive entry point after selloff3. AROUND THE WEB:MetaCEO Mark Zuckerberg helped initiate and draft the principles behind the White House's voluntary AI industry accord, working with Nvidia'sJensen Huang and other executives to address regulatory and safety concerns, Semafor reportsTencenthas signed an estimated $7B, five-year lease with Oracleacross Southeast Asian data centers, giving it access to roughly 100,000 advanced AI chips unavailable in China, FT saysAI holds the promise to accelerate drug development, optimize clinical trials, and bring lifesaving therapies to market faster, and Veeva Systemsis making that transformation happen, Barron's saysBroadcomis emerging as a uniquely strategic Anthropic partner, spanning compute supply, equipment leasing, and up to $42B of infrastructure financing, Reuters reportsGoogleis paying roughly 100 digital publishers for how much their content contributes to AI Overviews, AI Mode, and Gemini in a pilot, The Information reports4. MOVERS:Synopsysgains after providing guidance for FY27 and announcing its intention to repurchase $1B sharesWave Life Sciencesincreases after announcing FDA feedback supported its pathway for WVE-006Infosyshigher in New York after partnering with Columbia University to develop its AI R&D activitiesCortevafalls after completing the spin-off of its seed and genetics businessNektarlower after announcing long-term data on rezpegaldesleukin5. EARNINGS/GUIDANCE:Lyftbacked its outlook for Q3McCormickreported Q3 results and reaffirmed its outlook for FY26Acuityreported Q4 results, with EPS beating consensusCardinal Healthreaffirmed its outlook for FY27Progress Softwarereported Q3 results and provided guidance for both Q4 and FY26INDEXES:Near midday, the Dow was down 276.37, or 0.54%, to 50,629.68, the Nasdaq was down 118.98, or 0.44%, to 26,742.09, and the S&P 500 was down 28.82, or 0.38%, to 7,622.72.

10/1 09:00

Veeva Systems Optimistic Future, Over 80% Market Share

AI holds the promise to accelerate drug development, optimize clinical trials, and bring lifesaving therapies to market faster, and Veeva Systems is making that transformation happen, Barrons' Dan Victor writes in the publication's Stock Picks column. The company controls more than 80% of market share in biopharma customer-relationship management, its sales have expanded 10-fold since 2015, and it has been profitable for more than a decade, the report notes. Veeva's out-of-the-box features such as tracking prescription drug samples and reporting adverse drug side effects under strict regulatory guidelines are also particularly hard to replicate, Victor writes. The stock's current forward earnings multiple of 27x is also discounted to the company's historical average earnings multiple of 35x earnings over the past five years.

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