Veeva Systems (VEEV) Retreated Following Management’s Competitive Losses Disclosure

1 week ago 14

Soumya Eswaran

Wed, March 4, 2026 astatine 7:01 AM CST 3 min read

Carillon Tower Advisers, an concern absorption company, released its fourth-quarter 2025 capitalist missive for the “Carillon Eagle Mid Cap Growth Fund”. A transcript of the missive tin be downloaded here. The 4th fourth of 2025 saw mixed results for midcap stocks. Among the benignant indexes, the Russell Midcap® Growth Index decreased by 3.70%, portion the Russell Midcap® Value Index roseate by 1.41%. In the maturation index, materials achieved the highest implicit instrumentality astatine 17.51%. However, owed to their smaller value successful the index, their publication to wide returns was limited. The healthcare (up 1.13%) and existent property (up 0.24%) sectors were the lone different affirmative contributing sectors. Midcap stocks generated affirmative returns successful 2025 but trailed their 2024 yearly returns. The Russell Midcap Growth Index roseate by 8.66%, trailing the Russell Midcap Value Index’s 11.04% return. In the maturation index, utilities recorded the highest implicit instrumentality among each sectors, up 29.40%. The steadfast anticipates a favorable twelvemonth up for equity markets. The missive outlined imaginable opportunities successful Cyclicals, Healthcare, Information Technology, Financials, and Consumer Spending sectors done 2026. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Carillon Eagle Mid Cap Growth Fund 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 3, 2026, Veeva Systems Inc. (NYSE:VEEV) banal closed astatine $185.91 per share. One-month instrumentality of Veeva Systems Inc. (NYSE:VEEV) was -2.51%, and its shares mislaid 15.47% implicit the past 52 weeks. Veeva Systems Inc. (NYSE:VEEV) has a marketplace capitalization of $30.56 billion.

Carillon Eagle Mid Cap Growth Fund stated the pursuing regarding Veeva Systems Inc. (NYSE:VEEV) successful its 4th fourth 2025 capitalist letter:

"Veeva Systems Inc. (NYSE:VEEV) provides cloud-based bundle solutions for the beingness sciences industry. The banal struggled aft 3rd 4th results, arsenic absorption acknowledged competitory losses contempt different coagulated performance. The institution has introduced a suite of AI products aimed astatine mitigating these losses and sees opportunities to triumph backmost customers fixed its wide merchandise portfolio. With its heavy expertise successful beingness sciences and a broad platform, we judge Veeva remains good positioned to proceed capturing marketplace share."

Why Veeva Systems Inc. (VEEV) Surged On Thursday

Veeva Systems Inc. (NYSE:VEEV) is not connected our database of 40 Most Popular Stocks Among Hedge Funds. According to our database, 75 hedge money portfolios held Veeva Systems Inc. (NYSE:VEEV) astatine the extremity of the 4th quarter, compared to 57 successful the erstwhile quarter. While we admit the imaginable of Veeva Systems Inc. (NYSE:VEEV) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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