veev – august bear

Earnings: Veeva Systems FY27 Q2

Veeva Systems (NYSE:VEEV) delivered an impressive Q2 for fiscal 2027, with total revenue rising 18% year over year to $928.0 million, cruising past the $905.0 million consensus. Subscription revenue climbed…

axb August 27, 2026

Coverage Notes

Desk Notes: Watchlist Upgrades & Downgrades (August 2026)

This is an overdue update to the Watchlist, reflecting how the investment landscape has continued to evolve throughout the year. The revisions incorporate changes in the macroeconomic environment, industry fundamentals,…

axb August 6, 2026

Coverage Notes

Desk Notes: The Great SaaS Misunderstanding

Enterprise software has been sold off as investors assume AI, agents, and “vibe coding” will replace platforms like Salesforce, ServiceNow, and even Palo Alto Networks. The narrative suggests AI can…

axb February 1, 2026