$VEEV 0.32 Weak

Notable posts

• @StockSavvyShay neutral 410 eng

  10 WAYS TO INVEST IN HEALTHCARE AI • $WGS uses exome & genome sequencing to diagnose rare diseases • $PRCT provides waterjet-based robotic systems for treating enlarged prostate • $VEEV provides cloud software & data infrastructure for life sciences workflows • $DOCS provides physicians with AI-enabled clinical workflow & productivity tools • $GH uses liquid biopsy & genomic data for cancer detection & treatment selection • $ISRG powers robotic surgery through the da Vinci platform & growing software stack • $ABCL uses microfluidic screening & AI to discover antibodies for biopharma partners • $HIMS delivers telehealth prescriptions with personalized formulations & dosing at scale • $TEM combines multimodal clinical data with AI to improve diagnostics & treatment decisions • $TWST supplies synthetic DNA used in protein design and directed evolution across computational biology

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• @wallstengine neutral 101 eng

  Today's Key Events (All EST) — 08/26/2026 07:00: US MBA Mortgage Applications 08:30: US Durable Goods Orders 08:30: US PCE Price Index 08:30: US Prelim GDP q/q 11:45: Fed's Barkin 13:00: US 5-Year Note Auction Before Open 👇 04:00: UP Fintech Holding $TIGR 04:30: $LI Auto 06:00: Super Hi $HDL 06:00: Donaldson Company $DCI 06:45: Movado Group $MOV 06:50: Bath & Body Works $BBWI 06:50: JinkoSolar Holding Co. $JKS 07:00: Kohl's $KSS 07:00: Dycom Industries $DY 07:00: The J.M. Smucker $SJM 07:00: Photronics $PLAB 07:30: Abercrombie & Fitch $ANF 09:00: Williams-Sonoma $WSM After Hours 👇 16:00: Salesforce $CRM 16:00: $OKTA 16:00: Nutanix $NTNX 16:05: CrowdStrike Holdings $CRWD 16:05: Synopsys $SNPS 16:05: Veeva Systems $VEEV 16:05: Agilent Technologies $A 16:05: Everpure $P 16:05: Urban Outfitters $URBN 16:05: Lantronix $LTRX 16:15: $HPQ 16:15: $OOMA 16:20: NVIDIA $NVDA ⭐️ 16:30: Phibro Animal Health $PAHC AMC: Standard Nuclear $STDN Follow @wallstengine for detailed earnings highlights from many of these companies throughout the day

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• @wallstengine bullish 76 eng

  VEEVA SYSTEMS $VEEV Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $928.0M (Est. $905M) 🟢; +18% YoY 🔹 Adj. EPS: $2.35 (Est. $2.22) 🟢; +18% YoY 🔹 Non-GAAP Oper Income: $415.9M (Est. $395M) 🟢; +18% YoY 🔹 Non-GAAP Net Income: $387.4M (Est. $365M) 🟢; +16% YoY FY27 Guide: 🔹 Revenue: $3.68B-$3.69B (Est. $3.64B) 🟡 🔹 Non-GAAP Oper Income: ~$1.64B (Est. $1.61B) 🟢 🔹 Adj. EPS: ~$9.21 (Est. $9.06) 🟢 Q3 Guide: 🔹 Revenue: $932M-$935M (Est. $918M) 🟢 🔹 Non-GAAP Oper Income: $417M-$420M (Est. $408M) 🟢 🔹 Adj. EPS: $2.33-$2.34 (Est. $2.28) 🟢 Segment Revenue: 🔹 Commercial Solutions Subscription: $347,389 thousand 🔹 R&D and Quality Solutions Subscription: $419,375 thousand 🔹 Commercial Solutions Professional Services: $59,742 thousand 🔹 R&D and Quality Solutions Professional Services: $101,457 thousand Other Q2 Metrics: 🔹 Subscription Revenue: $766.8M; +16% YoY 🔹 Non-GAAP Operating Margin: 44.8%; +10 bps YoY 🔹 Non-GAAP Gross Margin: 77.1%; -40 bps YoY Comments: 🔸 “Vault CRM had its best quarter ever and Veeva Falcon accelerated rapidly.” 🔸 “Second quarter results exceeded guidance on all metrics and our view for the full year improved across the board.”

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• @StockMKTNewz neutral 174 eng

  $13.6 BILLION PORTFOLIO UPDATE Terry Smith and Fundstrat just updated their $13.6B portfolio ... This is everything they owned as of the end of Q2 - Marriott $MAR: $958.3M - Stryker $SYK: $917.4M - Waters $WAT: $852.7M - Visa $V: $693.0M - Uber Technologies $UBER: $645.3M - Mastercard $MA: $639.5M - Google $GOOGL: $633.7M - Church & Dwight $CHD: $625.5M - Procter & Gamble $PG: $598.1M - Microsoft $MSFT: $595.6M - Meta Platforms $META: $592.5M - Automatic Data Processing $ADP: $582.6M - Fortinet $FTNT: $557.6M - Taiwan Semiconductor $TSM: $548.5M - IDEXX Laboratories $IDXX: $536.9M - Texas Instruments $TXN: $536.3M - Philip Morris $PM: $527.1M - Netflix $NFLX: $499.1M - GE Vernova $GEV: $481.5M - AppLovin $APP: $358.9M - TJX Companies $TJX: $344.3M - Nextracker $NXT: $340.3M - Veeva $VEEV: $145.0M - Yum! Brands $YUM: $88.9M - MSCI $MSCI: $30.0M - Medpace $MEDP: $27.7M - Nutanix $NTNX: $27.4M - Badger Meter $BMI: $25.9M - Clorox $CLX: $25.9M - Rollins $ROL: $25.9M - Manhattan Associates $MANH: $24.1M - Napco $NSSC: $23.1M - Fair Isaac $FICO: $21.5M - Sabre $SABR: $18.8M - InterDigital $IDCC: $17.1M - Vertiv $VRT: $14.0M - Verisign $VRSN: $14.0M - O'Reilly Automotive $ORLY: $15.0M - Doximity $DOCS: $13.6M - ADMA Biologics $ADMA: $13.8M - Paycom $PAYC: $12.7M

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• @ripster47 mixed 19 eng

  💡 Live Trade Recap – How we traded each winner with the community $CRWD $CRM $VEEV $OKTA $NVDA Gap & GoLong $MU $SNDK Gap & Crap Shorts & Power hour Curls MTF Cloud Setups Ripster 5/12 Curls Life-changing concepts, shown live, Learn and succeed Which setup are you studying first?

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• @ArkkDaily neutral 16 eng

  IF YOU PUT $10,000 INTO THE XOVR ETF $XOVR FROM OUR PARTNERS AT ERSHARES, HERE'S EXACTLY HOW IT WOULD SPLIT: $1,822 to SpaceX $SPCX $977 to NVIDIA $NVDA $628 to Alphabet $GOOGL $406 to Meta $META $381 to Veeva $VEEV $380 to DoorDash $DASH $334 to Robinhood $HOOD $330 to Fortinet $FTNT $302 to Arista $ANET $302 to Reddit $RDDT $276 to Roku $ROKU $266 to Affirm $AFRM $261 to AppLovin $APP $259 to Toast $TOST $254 to Globus Medical $GMED $251 to Natera $NTRA $222 to Monolithic Power $MPWR $218 to Virtu Financial $VIRT $215 to Astera Labs $ALAB $201 to Neurocrine $NBIX $200 to Krystal Biotech $KRYS $191 to Ubiquiti $UI $170 to Kalshi $169 to Tempus AI $TEM $163 to ResMed $RMD $154 to Micron $MU $125 to Palantir $PLTR $122 to Axon $AXON $111 to Exelixis $EXEL $110 to DraftKings $DKNG $110 to CoreWeave $CRWV $73 to cash $17 to Anduril

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• @ArkkDaily neutral 18 eng

  HERE ARE THE TOP 10 HOLDINGS IN THE ERSHARES PRIVATE PUBLIC CROSSOVER ETF $XOVR: SpaceX via SPV 21.97% Nvidia $NVDA 9.79% Google $GOOGL 5.83% Meta $META 4.48% Robinhood $HOOD 3.60% Veeva $VEEV 3.50% DoorDash $DASH 3.09% Fortinet $FTNT 3.04% Arista Networks $ANET 2.91% Reddit $RDDT 2.82%

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• @faststocknewss neutral 11 eng

  VEEVA $VEEV FISCAL Q2 BEATS ACROSS THE BOARD - Revenue: $928.0M vs $905.3M est, beat - Adjusted EPS: $2.35 vs $2.22 est, beat - Adjusted operating income: $415.9M vs $394.9M est, beat - Adjusted net income: $387.4M vs $364.5M est, beat - GAAP EPS: $1.66, net income $273.4M Q3 guidance: revenue $932M-$935M, adjusted EPS $2.33-$2.34. FY guidance: revenue $3.682B-$3.687B, adjusted EPS approximately $9.21.

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