Entry310.36→Now318.67
Veeva benefits as AI shifts to software users Open original source
VEEV Veeva Systems Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Entry316.91→Now318.67
Veeva survives SaaS downturn, still held Open original source
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
23:51
Oct 19
Oct 19
r/ValueInvesting
Veeva survives SaaS downturn, still held
The author likes Veeva and believes it will survive the 'SaaSpocalypse' sector downturn, while questioning whether the stock is overextended. They bought originally at $280 and added most shares between $160-200, and have been selling highest cost-basis shares recently, so the remaining view is a continued bullish holding.
VEEV
Veeva Systems
Long
1ST
Position: Holding
—
09:08
Oct 19
Oct 19
r/ValueInvesting
Veeva no longer a bargain after SaaS selloff
The author argues that Veeva was a bargain during the 'SaaSpocalypse' selloff but is not attractively priced now. This is a valuation-based caution rather than a bearish forecast or short. No target, catalyst or position is disclosed.
VEEV
Veeva Systems
Avoid
—
—
07:24
Oct 19
Oct 19
r/ValueInvesting
Veeva benefits as AI shifts to software users
The author says they are 'still liking VEEV,' arguing the focus will shift from AI compute providers to AI users such as agentic software. Veeva is described as a defensible business at the center of the biotech/pharma industry with a long compounding track record and founder leadership. No specific catalyst or risk is given beyond the sector tailwind.
VEEV
Veeva Systems
Long
Position: Holding
—
About VEEV Investor Commentary
Across the available history and selected sources, Buzzberg tracks VEEV (Veeva Systems) across 19 sources: 15 bullish vs 0 bearish calls from 31 authors. Historical directional balance: 37% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 41 total trade ideas tracked. Past 7 days, before deduplication: 2 bullish, 2 other directions. Latest voices: u/thefrogmeister23, u/Tallwhitedude123, u/jackandjillonthehill.