Veeva Systems (VEEV) Fell Due to a Broader Sector Rotation

1 day ago 4

Soumya Eswaran

Fri, February 20, 2026 astatine 8:16 AM CST 2 min read

Conestoga Capital Advisors, an plus absorption company, released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In Q4 2025, Conestoga Capital Advisors Mid Cap Strategy returned -5.75% nett of fees compared to the Russell Midcap Growth Index’s -3.70% return. The underperformance was driven by antagonistic banal enactment successful the Technology and Industrials sectors, portion affirmative assemblage allocation effects partially eased underperformance. The Mid Cap Composite returned -4.73% nett of fees for the afloat twelvemonth 2025, trailing the benchmark instrumentality of 8.66%. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Conestoga Capital Advisors 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 February 19, 2026, Veeva Systems Inc. (NYSE:VEEV) banal closed astatine $182.57 per share. One-month instrumentality of Veeva Systems Inc. (NYSE:VEEV) was -17.76%, and its shares mislaid 19.14% implicit the past 52 weeks. Veeva Systems Inc. (NYSE:VEEV) has a marketplace capitalization of $30.011 billion.

Conestoga Capital Advisors stated the pursuing regarding Veeva Systems Inc. (NYSE:VEEV) successful its 4th fourth 2025 capitalist letter:

"Veeva Systems Inc. (NYSE:VEEV) is simply a starring supplier of cloud-based bundle solutions specifically designed for the planetary beingness sciences industry. Despite maintaining a ascendant marketplace presumption and raising full-year guidance, the banal retreated successful the 4th quarter. The diminution was mostly driven by a broader assemblage rotation retired of higher-valuation bundle names and capitalist caution regarding the timing of ample endeavor woody closures. We stay assured successful VEEV’s strategical worth to the pharmaceutical manufacture and its expanding merchandise runway successful information and commercialized cloud."

Why Veeva Systems Inc. (VEEV) Surged On Thursday

Veeva Systems Inc. (NYSE:VEEV) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 57 hedge money portfolios held Veeva Systems Inc. (NYSE:VEEV) astatine the extremity of the 3rd quarter, compared to 61 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.

Read Entire Article