Microsoft and 18 Other Software Firms Poised for Resilience
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy VEEV?
Source: Barron's
Market Impact: The software sector has experienced a $2 trillion loss due to concerns over potential disruptions from artificial intelligence technology.
Investment Perspective: Analysts at J.P. Morgan view this downturn as a buying opportunity and have identified several AI-resistant companies, including Microsoft and CrowdStrike.
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Analyst Views on VEEV
Wall Street analysts forecast VEEV stock price to rise
23 Analyst Rating
16 Buy
6 Hold
1 Sell
Moderate Buy
Current: 171.990
Low
222.00
Averages
317.10
High
380.00
Current: 171.990
Low
222.00
Averages
317.10
High
380.00
About VEEV
Veeva Systems Inc. is a provider of cloud solutions for the global life sciences industry. It offers span cloud software, data, and business consulting and is designed to meet the needs of its customers and the strategic business functions from research and development (R&D) through commercialization. Its four product categories include Veeva Development Cloud, Veeva Quality Cloud, Veeva Commercial Cloud, and Veeva Data Cloud. Veeva Development Cloud includes application suites for the clinical, regulatory, and safety functions of life sciences companies, all built on its Veeva Vault platform. Veeva Quality Cloud unifies applications, processes, and partners across content management, training, quality management, assurance, and control lab solutions on the Veeva Vault platform. Veeva Commercial Cloud is a product category comprised of software and analytics solutions. Veeva Data Cloud is a data platform comprised of connected reference data, deep data, and transaction data.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
JPMorgan: AI Disruption Fears Overstated for Software Sector
- Market Rebound Expectations: JPMorgan believes that while the market's outlook on AI disruption in the software sector is overly pessimistic, certain software companies are demonstrating greater resilience, potentially providing rebound opportunities for investors, especially given the current overly bearish sentiment.
- Extreme Price Volatility: Analysts point out that the extreme price action in software stocks has led to unrealistic expectations regarding AI disruption, which may prompt a rotation back into higher-quality companies, thereby improving portfolio performance.
- AI Profitability Gains: Companies in the S&P 500 that have adopted AI have seen net margins expand by approximately 2 to 3 percentage points more than their peers, indicating that AI technology is already delivering productivity gains and reflecting that corporate adoption is enhancing profitability.
- ETF Performance Decline: The State Street SPDR S&P Software & Services ETF (NYSE:XSW) is down 20.58% year-to-date, illustrating the overall pessimistic sentiment towards the software sector, despite some companies potentially benefiting from AI infrastructure demand.
See More
Microsoft and 18 Other Software Firms Poised for Resilience
Market Impact: The software sector has experienced a $2 trillion loss due to concerns over potential disruptions from artificial intelligence technology.
Investment Perspective: Analysts at J.P. Morgan view this downturn as a buying opportunity and have identified several AI-resistant companies, including Microsoft and CrowdStrike.
See More
Microsoft and CrowdStrike Top List of 19 Stocks Resilient to AI Changes
Market Impact: The software sector has experienced a significant decline, losing approximately $2 trillion due to concerns over potential disruptions from artificial intelligence technology.
Investment Perspective: Analysts at J.P. Morgan view this downturn as a potential buying opportunity and have identified a list of companies that are resistant to AI-related disruptions.
See More
Veeva Link Enhances Customer Engagement for Biopharma
- Standardization of Customer Engagement: Veeva Link Key People has been adopted as a standard by 13 of the top 20 biopharma companies, enhancing customer engagement and providing data support globally, which is expected to significantly improve customer relationships and market responsiveness.
- New Client Growth: In the past year, Veeva Link Key People added 38 new clients, including three of the world's leading biopharma companies, indicating widespread recognition and demand in the industry, further solidifying Veeva's market position.
- Data-Driven Decision Making: Bayer AG's VP stated that the integration of Link Key People data has become central to their decision-making process, enhancing precision marketing capabilities and facilitating interactions with healthcare professionals, ultimately aiding in patient care improvement.
- Technological Innovations: Veeva enhances customer interaction experiences through innovations such as AI-driven summaries, personalized notifications, and new data sources, while the Link Direct API provides rapid data access, further driving digital transformation in the biopharma industry.
See More
Veeva Link Enhances Biopharma Client Interactions
- Standardization of Client Interactions: Veeva Systems announced that 13 out of the top 20 biopharmaceutical companies have standardized on Veeva Link Key People, a move that enhances client interactions through structured data, which is expected to significantly improve customer relationship management and market responsiveness.
- New Client Growth: Over the past year, Veeva Link Key People has added 38 new clients, including 3 of the top global biopharmaceutical companies, which not only strengthens Veeva's market position but also lays a foundation for future growth.
- Data-Driven Decision Making: The integration of Veeva Link Key People has made data central to decision-making for companies like Bayer, enhancing the accuracy and efficiency of data analysis, thereby driving innovation in AI-based healthcare solutions that ultimately improve patient care.
- Enhanced API Access: The newly launched API Link Direct Data provides data teams with quick access to Veeva data, an innovation that will further promote data integration and utilization within the biopharmaceutical industry, driving strategic collaboration and development across the sector.
See More
Veeva Link Enhances Customer Engagement for Biopharma Leaders
- Standardization Boost: In the past year, 13 of the top 20 biopharma companies have adopted Veeva Link Key People as their global standard, with 38 new customers added, showcasing its widespread recognition and application in the industry.
- Data-Driven Decision Making: Veeva Link Key People enhances decision-making for medical and commercial teams by providing trusted insights, while also feeding AI models with rich data sources, facilitating more efficient customer interactions.
- Innovative Features Introduced: New features such as AI-powered summaries, personalized notifications, and new digital data sources further improve the quality of customer interactions and help uncover new engagement opportunities, driving business growth.
- Deepening Strategic Partnerships: As part of Veeva Data Cloud, Veeva Link Key People utilizes Common Data Architecture (CDA) to connect data and software, strengthening strategic relationships with customers and promoting deep collaboration and development within the industry.
See More
JPMorgan: AI Disruption Fears Overstated for Software Sector
- Market Rebound Expectations: JPMorgan believes that while the market's outlook on AI disruption in the software sector is overly pessimistic, certain software companies are demonstrating greater resilience, potentially providing rebound opportunities for investors, especially given the current overly bearish sentiment.
- Extreme Price Volatility: Analysts point out that the extreme price action in software stocks has led to unrealistic expectations regarding AI disruption, which may prompt a rotation back into higher-quality companies, thereby improving portfolio performance.
- AI Profitability Gains: Companies in the S&P 500 that have adopted AI have seen net margins expand by approximately 2 to 3 percentage points more than their peers, indicating that AI technology is already delivering productivity gains and reflecting that corporate adoption is enhancing profitability.
- ETF Performance Decline: The State Street SPDR S&P Software & Services ETF (NYSE:XSW) is down 20.58% year-to-date, illustrating the overall pessimistic sentiment towards the software sector, despite some companies potentially benefiting from AI infrastructure demand.
See More
Microsoft and 18 Other Software Firms Poised for Resilience
Market Impact: The software sector has experienced a $2 trillion loss due to concerns over potential disruptions from artificial intelligence technology.
Investment Perspective: Analysts at J.P. Morgan view this downturn as a buying opportunity and have identified several AI-resistant companies, including Microsoft and CrowdStrike.
See More
Microsoft and CrowdStrike Top List of 19 Stocks Resilient to AI Changes
Market Impact: The software sector has experienced a significant decline, losing approximately $2 trillion due to concerns over potential disruptions from artificial intelligence technology.
Investment Perspective: Analysts at J.P. Morgan view this downturn as a potential buying opportunity and have identified a list of companies that are resistant to AI-related disruptions.
See More
Veeva Link Enhances Customer Engagement for Biopharma
- Standardization of Customer Engagement: Veeva Link Key People has been adopted as a standard by 13 of the top 20 biopharma companies, enhancing customer engagement and providing data support globally, which is expected to significantly improve customer relationships and market responsiveness.
- New Client Growth: In the past year, Veeva Link Key People added 38 new clients, including three of the world's leading biopharma companies, indicating widespread recognition and demand in the industry, further solidifying Veeva's market position.
- Data-Driven Decision Making: Bayer AG's VP stated that the integration of Link Key People data has become central to their decision-making process, enhancing precision marketing capabilities and facilitating interactions with healthcare professionals, ultimately aiding in patient care improvement.
- Technological Innovations: Veeva enhances customer interaction experiences through innovations such as AI-driven summaries, personalized notifications, and new data sources, while the Link Direct API provides rapid data access, further driving digital transformation in the biopharma industry.
See More
Veeva Link Enhances Biopharma Client Interactions
- Standardization of Client Interactions: Veeva Systems announced that 13 out of the top 20 biopharmaceutical companies have standardized on Veeva Link Key People, a move that enhances client interactions through structured data, which is expected to significantly improve customer relationship management and market responsiveness.
- New Client Growth: Over the past year, Veeva Link Key People has added 38 new clients, including 3 of the top global biopharmaceutical companies, which not only strengthens Veeva's market position but also lays a foundation for future growth.
- Data-Driven Decision Making: The integration of Veeva Link Key People has made data central to decision-making for companies like Bayer, enhancing the accuracy and efficiency of data analysis, thereby driving innovation in AI-based healthcare solutions that ultimately improve patient care.
- Enhanced API Access: The newly launched API Link Direct Data provides data teams with quick access to Veeva data, an innovation that will further promote data integration and utilization within the biopharmaceutical industry, driving strategic collaboration and development across the sector.
See More
Veeva Link Enhances Customer Engagement for Biopharma Leaders
- Standardization Boost: In the past year, 13 of the top 20 biopharma companies have adopted Veeva Link Key People as their global standard, with 38 new customers added, showcasing its widespread recognition and application in the industry.
- Data-Driven Decision Making: Veeva Link Key People enhances decision-making for medical and commercial teams by providing trusted insights, while also feeding AI models with rich data sources, facilitating more efficient customer interactions.
- Innovative Features Introduced: New features such as AI-powered summaries, personalized notifications, and new digital data sources further improve the quality of customer interactions and help uncover new engagement opportunities, driving business growth.
- Deepening Strategic Partnerships: As part of Veeva Data Cloud, Veeva Link Key People utilizes Common Data Architecture (CDA) to connect data and software, strengthening strategic relationships with customers and promoting deep collaboration and development within the industry.
See More
