Veeva Systems (VEEV) Reiterated Confidence in Achieving Its 2030 Financial Targets

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Soumya Eswaran

Fri, March 20, 2026 astatine 8:27 AM CDT 3 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Focus Growth Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin be downloaded here. The strategy returned -3.55% (gross) and -3.76% (net) successful the 4th fourth compared to a -3.70% instrumentality for the Russell Midcap Growth Index. In 2025, the strategy returned 14.84% (gross) and 13.88% (net) compared to 8.66% for the index. Global equity markets ended the 4th connected a affirmative note, with Europe leading, followed by Emerging Markets. In astir markets, ample caps outperformed tiny caps. The commercialized truce betwixt the United States and China was prolonged for an further year, but planetary geopolitical concerns, whether related to tariffs oregon not, persisted. Third-quarter GDP exceeded expectations, but user caution persists owed to ongoing labor-market softening, influencing the Fed’s determination connected involvement complaint cuts. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, TimesSquare Capital U.S. Focus Growth Strategy highlighted stocks similar Veeva Systems Inc. (NYSE:VEEV). Veeva Systems Inc. (NYSE:VEEV) is simply a exertion institution that provides a cloud-based bundle level for the beingness sciences industry. On March 19, 2026, Veeva Systems Inc. (NYSE:VEEV) banal closed astatine $185.59 per share. One-month instrumentality of Veeva Systems Inc. (NYSE:VEEV) was 2.93%, and its shares mislaid 21.62% implicit the past 52 weeks. Veeva Systems Inc. (NYSE:VEEV) has a marketplace capitalization of $30.51 billion.

TimesSquare Capital U.S. Focus Growth Strategy stated the pursuing regarding Veeva Systems Inc. (NYSE:VEEV) successful its 4th fourth 2025 capitalist letter:

"Our preferred Health Care stocks are companies that supply caller therapies for unmet needs and bid premium pricing, oregon specialized work providers. Veeva Systems Inc. (NYSE:VEEV) provides manufacture unreality solutions to the planetary beingness sciences industry. The institution delivered coagulated fiscal third-quarter results and issued guidance supra the Street. Veeva absorption reiterated assurance successful achieving its 2030 fiscal targets, maintaining that the existent absorption connected competitory dynamics with Salesforce.com successful the lawsuit narration absorption (CRM) marketplace (20% of Veeva’s full revenues) does not undermine its semipermanent trajectory. Despite these positives, the banal sold disconnected by -25% connected competitory concerns successful the CRM marketplace arsenic Veeva projected little Vault CRM lawsuit versus its archetypal expectations."

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