$VEEV — FinTwit mentions on Surfaced

$VEEV — FinTwit mentions on Surfaced

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18 mentions

@alphaticaioJul 6, 2026 · 9:59 PM

LARGE / MID-CAP DARK POOL | July 6, 2026 Large / mid-cap dark pool. +$130M net buy. $MRNA +$123M zero sells. $CRWV +$59M zero sells. 34 off-exchange prints. 248 names tracked. $287M in buy prints. $157M in sells. Net: +$130M. 34 prints. Buyers: $MRNA +$123M (6 prints, $0 DP SELLS, BOTH TAPES AGREE) $CRWV +$59M (3 prints, $0 DP SELLS) $LFUS +$21M (2 prints) $DDOG +$14M (3 prints) $RIVN +$14M (1 print) Sellers: $AKAM -$26M (1 print) $VEEV -$19M (1 print) $MDB -$14M (1 print) $MRNA: +$123M dark pool with zero sells. Both tapes agree buy. Moderna is being accumulated at scale on both venues with no dark pool opposition. The lit tape bought +$107M. The dark pool bought +$123M. Combined: +$230M across both venues. The biotech accumulation is the strongest cross-venue signal on day one of the mid-cap panel. $DDOG: +$14M. $RIVN: +$14M. Cloud infrastructure and EV accumulated in the dark pool. $AKAM: -$26M. $VEEV: -$19M. $MDB: -$14M. Legacy cloud names sold. The dark pool is buying the next generation ($DDOG) and selling the incumbents ($AKAM, $VEEV, $MDB). The rotation within cloud software is visible at the mid-cap level. 34 prints. Small sample on day one. The mid-cap dark pool is thinner than the mega-cap dark pool (336 prints today). The data accumulates over weeks. The weekly aggregation is where the patterns emerge. The daily data is the building block. The weekly scorecard is the validation. The mid-cap dark pool will publish weekly scorecards alongside the mega-cap panel. Same methodology. Same accountability. The hits and the misses. Both shown. Both documented. Watching the tape. $CRWV $QQQ $SPY

@ftr_investorsJul 3, 2026 · 3:32 PM

The Future Investors presents the 40 quality stocks with the highest FCF yields right now 📈💸 1. $MELI | MercadoLibre - 13.2% 2. $PDD | PDD Holdings - 13.2% 3. $ADBE | Adobe - 11.8% 4. $CRM | Salesforce - 10.8% 5. $INTU | Intuit - 10.3% 6. $PINS | Pinterest - 9.8% 7. $WDAY | Workday - 8.9% 8. $CART | Instacart - 8.2% 9. $SE | Sea Limited - 7.4% 10. $TCEHY | Tencent - 6.8% 11. $CSU | Constellation Soft. - 6.6% 12. $UBER | Uber - 6.5% 13. $ADSK | Autodesk - 6.2% 14. $EFX | Equifax - 5.6% 15. $VEEV | Veeva Systems - 5.2% 16. $DXCM | Dexcom - 5.2% 17. $ABNB | Airbnb - 5.2% 18. $TYL | Tyler technologies - 5.1% 19. $FIVE | Five Below - 5.0% 20. $SAP | SAP - 4.9% 21. $BSY | Bentley systems - 4.9% 22. $CVC | CVC Capital - 4.6% 23. $ABT | Abbott - 4.4% 24. $NOW | ServiceNow - 4.2% 25. $UCB | UCB - 4.1% 25. $DT | Dynatrace - 4.1% 26. $NXPI | NXP Semiconductors - 3.9% 27. $III | 3i Group - 3.8% 28. $MA | Mastercard - 3.7% 29. $OKTA | Okta - 3.7% 30. $SPOT |Spotify - 3.7% 31. $PODD | Insulet - 3.7% 32. $NFLX | Netflix - 3.6% 33. $MSCI | MSCI - 3.6% 34. $HUBB | Hubbell - 3.5% 35. $ADYEN | Adyen - 3.5% 36. $ON | On Semiconductor - 3.3% 37. $CMG | Chipotle - 3.3% 38. $ONON | On Holdings - 3.3% 39. $META | Meta - 3.3% 40. $SNPS | Synopsys - 3.2% Source: @KoyfinCharts 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 - Gross Profit Margin >30% - Net Income Margin >0% - Revenue & EPS next 3Y >9% - FCF/Mcap Yield >3.2% - No biotech, mining companies - Altman Z Score >2.8 - Marketcap >$10B Which of these stocks would you buy today? 👀👇

@investmentguru_Jun 1, 2026 · 10:38 AM

Earnings this week $CRDO (Mon June 1, AMC) Consensus EPS of ~$1.03 on revenue of $430M, implying a 153% YoY jump — and management guided $425–$435M for the quarter. The company has beaten estimates each of the last 4 quarters with an avg surprise of 31.6%. $PANW (Tue June 2, AMC) Guided Q3 revenue of $2.94–$2.95B with NGS ARR expected to approach the $7.9–$8.0B target range. Platform consolidation thesis intact, enterprise security spending resilient in macro uncertainty. Cybersecurity is one of the most defensible enterprise budget lines. $AVGO (Wed June 3, AMC) Consensus models Q2 revenue jumping 47% YoY to $22B, with AI semiconductors contributing roughly $10.7B — nearly half of total revenue. CEO Hock Tan’s custom ASIC pipeline commentary is the real catalyst. This is the last $1T club member to print this cycle. Structural AI infrastructure demand is your thesis. Bar is high given the run-up, but a beat + raise could rip the sector. $CRWD (Wed June 3, AMC) CRWD has surged nearly 50% month-to-date on renewed AI security positioning. Q4 delivered $1.9B ARR (+45% YoY) and rapid Falcon Flex growth. Analysts project 46.6% EPS growth and ~23.5% revenue growth YoY for the June 3 print. Jefferies raised PT to $775. Momentum is extreme — this is a beat-and-guide story. Strong if Falcon platform metrics show continued net new ARR acceleration. $CIEN (Thu June 4, BMO) Last quarter CIEN delivered record revenue of $1.43B (+33% YoY) with a 16.4% EPS surprise, raised FY2026 guidance to $5.9–6.3B, and expanded gross margin outlook to 43.5–44.5%. Q2 estimates are calling for ~$1.46 EPS and $1.5B revenue. CIEN shares are up 77% YTD, yet FY2028 EPS estimates have vaulted to $11.25/share. Supply-constrained demand, AI-driven hyperscaler interconnect buildout, and beat/raise cadence make this the highest-conviction setup in photonics stack this week. $GTLB $VEEV $LULU $PL $AI some other I am watching

@itsmichaelluuJun 1, 2026 · 2:35 AM

I called out $NOW at $85 → $135 up 160% already. It's going to triple by 2027 and Trump's favorite stock too. Right now, these 10 SaaS plays have 1000% potential: 1. $NOW target $260 back to its 52-week high. Agentic AI adoption + Q1's 22% subscription growth with 97% retention makes this a re-rating story, not a recovery story. 2. $MSFT $650 ATH was $538. Bull case pushes past it as Copilot revenue becomes a material line item in Q4 FY2027 guidance. 3. $ORCL $400 52-week high was $345. The $30B US government cloud deal plus AI infrastructure buildout makes $400 the natural re-test of prior highs with a new catalyst. 4. $PLTR $260 — back to its ATH. Q1 revenue beat of 85% YoY with 104% US growth; at this rate the valuation conversation changes entirely by mid-2027. 5. $CRM $370 — ATH was $364 in Dec 2024. Agentforce commercial traction is the re-rating catalyst; Salesforce's own 12-month consensus sits at $255 bull case blows past that. 6. $DDOG $340 — already at an ATH today. Bull target extrapolates the FedRAMP win + 32% revenue growth sustaining through 2027. 7. $SNOW $420 — ATH was around $229 (post-split era). Snowflake's best day ever on May 28 was a signal. Cortex AI + Iceberg momentum makes $420 the 12-month bull ceiling. 8. $MDB $500 — ATH was $444. Q1 FY2027 blew past estimates; Morgan Stanley just raised to $380. $500 is the full bull re-rate on Atlas cloud reacceleration. 9. $INTU $650 — ATH was $813. Down 60%+ from peak. At $331 this is the most dislocated name on the list; bull case is a partial recovery to historical fair value as AI Intuit products ramp. 10. $ADBE $480 — ATH was $638. Down 60%+ from peak. Firefly AI monetization is early innings; bull case assumes the market stops pricing in disruption and starts pricing in dominance. 11. $TTD $65 the biggest upside. ATH was $91. Currently at $21 absolutely wrecked from peak. A single strong quarter + CTV ad spend recovery could triple this from current levels. Highest risk, highest reward on the list. 12. $VEEV $330 — ATH was $310. Analyst consensus is $262. Bull target assumes Vault CRM global adoption ($TEVA, $MRK both committed this week) drives a meaningful re-rating above prior highs. The best SaaS ETF to get is $IGV and its the $SOXL for semi-conductors and $DRAM for memory. ♻️ RESHARE this post and write 1 comment, I'll share with you my $IBM play and I don't own it yet so I need to add it.

@ftr_investorsMay 23, 2026 · 11:26 AM

The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑 1. $APP | AppLovin - 68.3% 2. $MA | Mastercard - 50.6% 3. $ANET | Arista Networks - 49.6% 4. $V | Visa - 47.1% 5. $MSCI | MSCI - 44.5% 6. $NVDA | Nvidia - 44.3% 7. $BAM | Brookfield Asset - 39.9% 8. $RMBS | Rambus - 39.0% 9. $PLTR | Palantir - 37.5% 10. $ADYEN | Adyen - 36.3% 11. $MELI | MercadoLibre - 36.2% 12. $ADBE | Adobe - 34.1% 13. $ADI | Analog Devices - 33.2% 14. $FICO | FICO - 32.7% 15. $SNDK | SanDisk - 32.2% 16. $BESI | BE Semiconductor - 30.9% 17. $FTNT | Fortinet - 30.2% 18. $AVGO | Broadcom - 29.9% 19. $VEEV | Veeva Systems - 28.6% 20. $KLAC | KLA Corporation - 28.3% 21. $INTU | Intuit - 27.3% 22. $TCEHY | Tencent - 26.3% 23. $CRM | Salesforce - 26.2% 24. $DXCM | DexCom - 26.2% 25. $ASML | ASML - 26.1% 26. $LCRX | Lam Research - 26.0% 27. $BSY | Bentley Systems - 25.8% 28. $TSM | TSMC - 25.7% 29. $AAPL | Apple - 25.6% 30. $HXSCL | SK hynix - 25.0% Source: @KoyfinCharts 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 - Revenue & EPS est. next 3Y >9% - Gross Profit Margin >40% - FCF Margin >25% - Altman Z Score > 2.8 - Marketcap >$10B Which of these 30 cash flow kings are in your portfolio? 👑🤑

@penny_etherMay 1, 2026 · 2:15 AM

$VEEV Added to SP500, up 10% AH. Butter to be lucky than right.. though I suspect I'll be right in 12+ months.

@stocksavvyshayApr 30, 2026 · 9:25 PM

$VEEV SET TO JOIN THE S&P 500 https://t.co/EPD2ADHyW0

@penny_etherApr 13, 2026 · 1:55 PM

Buying $VEEV here. Simple thesis: sold off baby with SaaS bathwater. I don't see AI as a threat in regulated industry, nor with customers w/ zero software creation proficiency. Rather, more AI = more molecules = more usage. If/when that theme hits, should benefit.

@itscblastMar 6, 2026 · 7:40 PM

S&P 500 rebalance announced tonight at 5:15 PM ET. Estimated odds of inclusion: $LITE - Lumentum - 70% (Nvidia invested $2B) $VRT - Vertiv - 65% ($95B cap, AI data centers) $COHR - Coherent - 60% (Nvidia invested $2B) $ALNY - Alnylam Pharma - 55% $VEEV - Veeva Systems - 35% $RDDT - Reddit - 30% JPMorgan estimates ~$28.8B in rebalance trading around this event👀

@stocksavvyshayMar 6, 2026 · 4:03 PM

8 MOST LIKELY CANDIDATES FOR S&P 500 INCLUSION TODAY AFTER THE BELL 1. $SOFI | SoFi 2. $MRVL | Marvell 3. $VEEV | Veeva 4. $LITE | Lumentum 5. $COHR | Coherent 6. $RDDT | Reddit 7. $VRT | Vertiv 8. $LNG | Cheniere Energy

@kaizen_investorMar 4, 2026 · 9:11 PM

$VEEV just delivered a stellar report, driving the stock up 8% after a double beat. For everyday investors, the big takeaway is that Veeva is growing rapidly. They crossed a massive $3 billion annual revenue milestone and continue winning over the world's largest pharmaceutical companies. This momentum is fueled by successfully upgrading clients to their new Vault CRM and launching specialized AI tools that make life science operations highly efficient. With management confidently targeting $6 billion in revenue by 2030, the underlying business is thriving.

@investmentguru_Jan 14, 2026 · 1:54 AM

Key themes to watch: •Early Detection ( $GH, $EXAS ) : AI-driven diagnostics and liquid biopsy remain one of the fastest paths to real-world impact and revenue scalability. •Robotics & Automation ( $ISRG, $RBOT ) : Surgical automation is a long-duration growth story as hospitals push for precision, efficiency, and cost control. •Multi-omics & Genomics ( $TXG, $ILMN, $CRSP, $BEAM $TEM ) : AI + sequencing is accelerating target discovery, personalization, and next-gen therapies. •Virtual Care & Monitoring ( $TDOC, $HIMS ) : AI-driven engagement, triage, and personalization continue to reshape patient access and care delivery. •AI Drug Discovery ( $RXRX, $SDGR, $ABCL ) : Platform-based models remain volatile short term but offer asymmetric upside as pipelines mature. •Infrastructure & Enablers ( $VEEV, $DOCS, $GEHC ) : The “picks and shovels” of AI healthcare adoption.

@kaizen_investorJan 7, 2026 · 9:04 PM

The 10 Most Undervalued Quality Companies of 2026 according to the reverse DCF! Each year I run a reverse DCF analysis on around 250 companies. The goal of a reverse DCF is to see how much free cash flow growth the market is pricing in. I compare these to the 10- 5- and 3- Year FCF CAGR to see if investors are expecting the company to do worse or better than the previous years. There are 3 rules: 1. The FCF should be positive in at least 8 of the last 10 years. 2. The FCF should be positive in the last year. 3. The standard deviation of the FCF should be less than 40%. According to this analysis the 10 most undervalued companies of 2026 are: $DTE: Deutsche Telekom $VEEV: Veeva Systems $KSNL: Kinsale Capital $CRM: Salesforce $CDI: Christian Dior $PAYC: Paycom $ADBE: Adobe $PANW: Palo Alto $CPRT: Copart $MA: Mastercard Do you own any of these undervalued companies? If you want to know more, please read the thread 🧵

@stocksavvyshayDec 29, 2025 · 2:00 PM

SOFTWARE NAMES WITH THE HIGHEST EXPECTED 3-YEAR GROWTH 1. $PLTR ~41% 2. $NET ~27% 3. $SHOP ~24% 4. $SNOW ~23% 5. $IOT ~22% 6. $CRWD ~22% 7. $RBRK ~21% 8. $DDOG ~21% 9. $S ~21% 10. $KVYO ~21% 11. $MNDY ~20% 12. $DOCN ~20% 13. $FIG ~20% 14. $DUOL ~19% 15. $ZS ~19% 16. $TTAN ~19% 17. $OS ~19% 18. $NOW ~18% 19. $MDB ~18% 20. $GTLB ~18% 21. $TEAM ~17% 22. $BRZE ~17% 23. $ESTC ~17% 24. $HUBS ~16% 25. $FROG ~16% 26. $PANW ~15% 27. $VEEV ~14% 28. $PATH ~11% 29. $CRM ~10% 30. $ADBE ~8%

@stocksavvyshayDec 28, 2025 · 3:28 PM

HOW THE MARKET PRICES GROWTH TECH ENTERING 2026 This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit. The market is already separating the companies that already have AI boats and which still need to build them ahead of the AI tsunami. $NET, $PLTR, $SHOP, $FIG, $RBRK, $SNOW, $CRWD, $DDOG, $ZS, $KVYO, $MNDY, $TEAM, $IOT, $MDB, $NOW, $HUBS $PANW, $VEEV, $S, $ESTC, $PATH, $ADBE, $WDAY, $CRM, $OKTA, $GTLB, $OS, $FROG

@kaizen_investorDec 22, 2025 · 9:18 PM

Biotech & Genomics is the 2nd largest growing TAM globally. Despite this potential, the sector remained stagnant in 2025. While capital flooded into AI, pharma was ignored. I expect this to change in 2026. Here are the companies on my watchlist: Metabolic & Weight Loss Leaders • $LLY (Eli Lilly): Obesity, diabetes, and Alzheimer's drugs • $NVO (Novo Nordisk): Global leader in diabetes care • $VKTX (Viking Therapeutics): Potent oral obesity therapies Surgical Robotics & Navigation • $ISRG (Intuitive Surgical): Robotic minimally invasive surgery • $PRCT (Procept BioRobotics): Robotic waterjet prostate surgery • $CLPT (ClearPoint Neuro): Precise navigation for brain surgery Gene Editing Pioneers • $NTLA (Intellia Therapeutics): In-vivo CRISPR gene editing • $BEAM (Beam Therapeutics): Precision genetic base editing • $PRME (Prime Medicine): Precise search-and-replace gene editing Diagnostic & Monitoring Tech • $DXCM (DexCom): Continuous glucose monitoring sensors • $NTRA (Natera): DNA testing for cancer/transplants • $WGS (GeneDx): Genomic diagnostics for rare diseases Specialized Biotech & Organ Care • $VRTX (Vertex): Cystic fibrosis and pain cures • $ARGX (Argenx): Novel autoimmune disease treatments • $TMDX (TransMedics): Living organ transport systems Bio-Infrastructure & Data • $VEEV (Veeva Systems): Cloud software for life sciences • $IQV (IQVIA): Clinical trial data and analytics • $TMO (Thermo Fisher): Scientific equipment and lab services • $DNA (Ginkgo Bioworks): Platform for cell programming Consumer Digital Health • $HIMS (Hims & Hers): Personalized telehealth and prescriptions

@ftr_investorsDec 5, 2025 · 4:21 PM

𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗕𝘂𝘆𝘀 25 Quality Stocks with strong fundamentals, attractive valuations and clear upside to avg. targets 💎🚀 1. $META - Meta - $1,693B 2. $TSM - TSMC - $1,219B 3. $NFLX - Netflix - $438B 4. $SAP - SAP - $285B 5. $CRM - Salesforce - $243B 6. $INTU - Intuit - $186B 7. $NOW - ServiceNow - $177B 8. $BKNG - Booking - $165B 9. $ANET - Arista Networks - $163B 10. $BSX - Boston Scientific - $146B 11. $ADBE - Adobe - $144B 12. $MELI - MercadoLibre - $109B 13. $DASH - Doordash - $97B 14. $SE - Sea Limited - $81B 15. $ADSK - Autodesk - $65B 16. $ADYEN - Adyen - $49B 17. $VEEV - Veeva Systems - $40B 18. $DXCM - Dexcom - $26B 19. $TTD - The Trade Desk - $20B 20. $PINS - Pinterest - $18.4B 21. $ONON - On Holding - $15.9B 22. $DT - Dynatrace - $13.5B 23. $NEM - Nemetschek - $12.7B 24. $CART - Instacart - $11.5B 25. $RMBS - Rambus - $10.9B Source: @KoyfinCharts 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 💎 - EPS & Revenue next 3Y >9% - Gross Margin >40% - Net Margin >5% - FCF+ - ROIC >5% - Altman Z-Score >3 - Marketcap $10B 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝗖𝗿𝗶𝘁𝗲𝗿𝗶𝗮 📊 - PEG-ratio <2 - Price to FCF <50 - Forward PE-ratio <50 - Below Price Target >15% Which of these Quality Stocks is the Best Buy right now? 🎯🚀

@ftr_investorsNov 19, 2025 · 4:49 PM

Software got crushed this year 😵‍💫💻 Here are the 25 software stocks with lowest PEG-ratio. What is the biggest opportunity right now? 👀👇 1. $TWLO | Twilio - 0.56 2. $GEN | Gen Digital - 0.78 3. $WDAY | Workday - 0.88 4. $ADBE | Adobe - 0.97 5. $HUBS | HubSpot - 1.07 6. $CSU | Constellation Soft. - 1.11 7. $CRM | Salesforce - 1.13 8. $MNDY | Monday - 1.19 9. $ORCL | Oracle - 1.40 10. $TEAM | Atlassian - 1.44 11. $OKTA | Okta - 1.48 12. $KVYO | Klaviyo - 1.65 13. $ADSK | Autodesk - 1.70 14. $NOW | ServiceNow - 1.75 15. $NEM | Nemetschek - 1.78 16. $VEEV | Veeva Systems - 1.82 17. $DT | Dynatrace - 1.87 18. $SAP | SAP - 1.88 19. $INTU | Intuit - 1.93 20. $TOI | Topicus - 1.95 21. $MSFT | Microsoft - 2.18 22. $FiCO | Fair Isaac - 2.22 23. $SNPS | Synopsys - 2.28 24. $TYL | Tyler Technologies - 2.47 25. $BSY | Bentley Systems - 2.56 Source: @KoyfinCharts Criteria: - EPS & Revenue est next 3Y >9% - Marketcap >$7.5B What is the biggest opportunity in the Software sector right now? 👀👇