The Software Apocalypse Hit Veeva Systems — Here's Why We're Still Interested

Veeva Systems has been hammered by the AI-driven software selloff — but when you look past the stock chart, the fundamentals tell a completely different story. Zero debt, over $6 billion in cash, $1.4 billion in free cash flow, and a reverse DCF suggesting the market is pricing in only 5% growth. That seems like a very easy hurdle for Veeva to clear.

In this episode, Kasey breaks down why Veeva is far more than a boring CRM company. Built specifically for the biopharma and life sciences industry,

Veeva has embedded itself into every stage of the drug development process — from R&D and clinical trials through manufacturing compliance and global regulatory filings.

We cover:

- What Veeva actually does — the four-segment cloud stack explained

- FY2026 results: $3.2B revenue, 16% year-over-year growth

- The balance sheet: $6B+ cash, zero debt

- Free cash flow growing at a 16% CAGR on a per-share basis

- Is AI a genuine threat to Veeva — or a tailwind?

- CEO Peter Gassner's case for AI as symbiotic, not disruptive

- The real bottleneck in getting drugs to patients — and where Veeva fits

- A reverse DCF valuation walkthrough: what growth rate is actually priced in?

We lay out the full case and leave the conclusion where it belongs — with you.

Want deeper research and live discussion? Join our Semi Insider community at chipstockinvestor.com. New members can access the Discord server until April 15th.

Disclaimer: Content is for general information and educational purposes only and does not constitute specific investment advice. All investing involves risk. Nick and Kasey hold a position in Veeva Systems.

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