| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | BUY | MEDIUM | Rob Black Show Afternoon podcast 10-2-26 |
Veeva Systems, a life-sciences software company embedding AI into pharma workflows, pitched as a 'stock to think about over the weekend' after $928M revenue up 18% YoY, raised full-year guidance to $3.7B, 45%+ operating margins, no debt, and a $330 Wells Fargo price target, trading ~27-28x forward earnings. [audio] | — | — | — |