Veeva: Our 2025 Software Pick Just Keeps Winning

  • I believe Veeva's robust product roadmap, including the introduction of Veeva AI, should deepen adoption and drive productivity across its Development and Commercial Cloud segments. Despite a projected revenue growth slowdown in FY26, Veeva's management remains confident in achieving its $6B revenue target by 2030. VEEV's strong financial discipline is evident, with non-GAAP operating margins expected to expand to 43% in FY26 despite a projected revenue slowdown.