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Veeva Successfully Leveraging Dominant Position in CRM Says Goldman in New Bullish Recommendation

By Sam Boughedda Goldman Sachs analyst Gabriela Borges initiated Veeva Systems (NYSE:VEEV) with a Buy rating and a price target of $253, representing a potential 35% upside. In a...
Veeva Successfully Leveraging Dominant Position in CRM Says Goldman in New Bullish Recommendation © Reuters Veeva (VEEV) Successfully Leveraging Dominant Position in CRM Says Goldman in New Bullish Recommendation

By Sam Boughedda

Goldman Sachs analyst Gabriela Borges initiated Veeva Systems (NYSE:VEEV) with a Buy rating and a price target of $253, representing a potential 35% upside.

In a note to clients, Borges said Goldman Sachs views Veeva as a long-term compounder because of its competitive moat and exposure to technology adoption in Life Sciences.

"We believe the company is successfully leveraging its dominant position in CRM to cross-sell CRM add-ons and finance its efforts to expand into software for R&D use cases, where we expect to see increasing momentum over the next 2 years," commented Borges. "While we recognize the risk of seat count in CRM going down due to pharma companies reducing their salesforces, our bottom-up analysis suggests that the biggest impact is likely already in Veeva’s model and priced in to the stock (Veeva has underperformed vertical peers by ~16% since it announced this dynamic and 2022 sales estimates were flat vs. positive revisions for peers)."

The analyst pointed to medium-term drivers of the stock as being commercial products Crossix and Data Cloud in the Commercial segment and the clinical data management suite product cycle in the R&D segment.

"We view Veeva’s financial model as particularly resilient in the current macro environment. Our bottom-up analysis of sales and marketing spend at pharma companies suggests limited year to year volatility; and while R&D trends are more negative, Veeva has low penetration today and can benefit from secular growth. Coupled with the stock trading at 28x 2023 FCF (vs. vertical peers at 36x) despite a better Rule of 40 profile (~55 vs. peers at ~35), we see compelling risk/reward."

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28-06-2022 15:36:51 (UTC+7)

EUR/USD

1.0591

+0.0008 (+0.08%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (9)

Sell (0)

EUR/USD

1.0591

+0.0008 (+0.08%)

Summary

↑ Buy

Moving Avg:

Buy (12)

Sell (0)

Indicators:

Buy (9)

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GBP/USD

1.2276

+0.0012 (+0.10%)

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Neutral

Moving Avg:

Buy (7)

Sell (5)

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Buy (2)

Sell (5)

USD/JPY

135.77

+0.34 (+0.25%)

Summary

Sell

Moving Avg:

Buy (4)

Sell (8)

Indicators:

Buy (2)

Sell (4)

AUD/USD

0.6951

+0.0028 (+0.40%)

Summary

Sell

Moving Avg:

Buy (3)

Sell (9)

Indicators:

Buy (0)

Sell (5)

USD/CAD

1.2827

-0.0051 (-0.40%)

Summary

Buy

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Buy (6)

Sell (6)

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Buy (6)

Sell (1)

EUR/JPY

143.79

+0.47 (+0.32%)

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↑ Buy

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Buy (8)

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EUR/CHF

1.0108

-0.0008 (-0.07%)

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↑ Sell

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Gold Futures

1,829.85

+5.05 (+0.28%)

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↑ Buy

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Silver Futures

21.317

+0.130 (+0.61%)

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Copper Futures

3.8205

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Crude Oil WTI Futures

111.02

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Brent Oil Futures

112.55

+1.57 (+1.41%)

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Natural Gas Futures

6.517

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US Coffee C Futures

223.45

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Neutral

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Euro Stoxx 50

3,568.35

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Neutral

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S&P 500

3,900.11

-11.63 (-0.30%)

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DAX

13,292.60

+106.53 (+0.81%)

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FTSE 100

7,327.10

+68.78 (+0.95%)

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↑ Sell

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Hang Seng

22,392.00

+162.48 (+0.73%)

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↑ Buy

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Buy (10)

Sell (2)

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Buy (7)

Sell (1)

US Small Cap 2000

1,772.68

+6.95 (+0.39%)

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↑ Buy

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Sell (3)

IBEX 35

8,331.79

+89.19 (+1.08%)

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Buy

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Sell (4)

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Sell (1)

BASF SE NA O.N.

43.155

+0.345 (+0.81%)

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↑ Buy

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Bayer AG NA

59.98

+0.58 (+0.98%)

Summary

↑ Buy

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Allianz SE VNA O.N.

183.80

+2.76 (+1.52%)

Summary

Neutral

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Sell (9)

Adidas AG

172.19

+0.31 (+0.18%)

Summary

↑ Buy

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Buy (12)

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Buy (6)

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Deutsche Lufthansa AG

6.123

+0.141 (+2.36%)

Summary

↑ Buy

Moving Avg:

Buy (11)

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Buy (7)

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Siemens AG Class N

105.46

+1.32 (+1.27%)

Summary

↑ Buy

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Sell (3)

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Buy (8)

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Deutsche Bank AG

8.992

+0.102 (+1.15%)

Summary

Neutral

Moving Avg:

Buy (7)

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Buy (3)

Sell (4)

 EUR/USD1.0591↑ Buy
 GBP/USD1.2276Neutral
 USD/JPY135.77Sell
 AUD/USD0.6951Sell
 USD/CAD1.2827Buy
 EUR/JPY143.79↑ Buy
 EUR/CHF1.0108↑ Sell
 Gold1,829.85↑ Buy
 Silver21.317Neutral
 Copper3.8205↑ Buy
 Crude Oil WTI111.02↑ Buy
 Brent Oil112.55↑ Buy
 Natural Gas6.517Neutral
 US Coffee C223.45Neutral
 Euro Stoxx 503,568.35Neutral
 S&P 5003,900.11↑ Buy
 DAX13,292.60Neutral
 FTSE 1007,327.10↑ Sell
 Hang Seng22,392.00↑ Buy
 Small Cap 20001,772.68↑ Buy
 IBEX 358,331.79Buy
 BASF43.155↑ Buy
 Bayer59.98↑ Buy
 Allianz183.80Neutral
 Adidas172.19↑ Buy
 Lufthansa6.123↑ Buy
 Siemens AG105.46↑ Buy
 Deutsche Bank AG8.992Neutral
Mua/Bán 1 chỉ SJC
# So hôm qua # Chênh TG
SJC Eximbank6,780/ 6,850
(5/ 5) # 1,698
SJC HCM6,800/ 6,870
(10/ 10) # 1,719
SJC Hanoi6,800/ 6,872
(10/ 10) # 1,721
SJC Danang6,800/ 6,872
(10/ 10) # 1,721
SJC Nhatrang6,800/ 6,872
(10/ 10) # 1,721
SJC Cantho6,800/ 6,872
(10/ 10) # 1,721
Cập nhật 28-06-2022 15:36:57
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KRW15,6419,06
Cập nhật lúc 15:30:55 28/06/2022
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