评级与目标价调整 - Truist Securities将Veeva Systems的评级从持有上调至买入，并设定目标价为275.00美元 [1] 投资逻辑与估值 - 尽管客户关系管理平台迁移和客户留存相关的部分杂音可能持续，但关于前20大制药公司市场份额转移的核心论点已基本兑现 [1] - 当前估值水平为一家符合其“60法则”标准的公司提供了有吸引力的入场点 [1] 客户关系管理业务现状 - 客户关系管理业务目前在公司整体收入中的占比较小 [2] - 任何因客户迁移带来的潜在收入阻力预计将推迟至2027财年以后，并分散到多年中 [2] - 尽管制药客户关系管理领域竞争加剧，公司仍保持主导地位 [2] 增长动力与前景 - 与客户关系管理相关的风险已基本成为过去 [3] - 公司在Crossix等增长领域执行力强劲，人工智能计划也展现出早期发展势头 [3] - 这些因素支撑了公司可持续的增长和利润率的稳定，使得当前的风险回报状况具有吸引力 [3]

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com. As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: Defendants provided overwhelmingly positive statements to investors while, at the ...

Key Points As of the end of its fiscal 2026 first quarter, Microsoft had a contracted backlog of nearly $400 billion. Taiwan Semiconductor Manufacturing's dominance of the chip foundry market continues to grow. 10 stocks we like better than Microsoft › Younger investors and high-income Americans are taking a keen interest in artificial intelligence (AI) as a long-term investment theme. In fact, according to The Motley Fool's 2026 AI Investor Outlook Report, 67% of the Gen Z respondents highlighted ...

Shares of Microsoft (MSFT) have gained 1% over the past four weeks to close the last trading session at $483.47, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $630.07 indicates a potential upside of 30.3%.The mean estimate comprises 44 short-term price targets with a standard deviation of $41.74. While the lowest estimate of $490.00 indicates a 1.4% increase from the current p ...

富国银行将微软的目标股价从每股700美元下调至665美元。 来源：滚动播报 ...

OneStream Goes Private, Navan at 4x ARR: Are The IPO Markets Really That Open? So this week, OneStream announced it’s going private. Just 17 months after its IPO.Let that sink in.KKR took OneStream public in July 2024 at a $6 billion valuation. The stock opened 29% above its $20 listing price. Everyone celebrated. The IPO window was “open” again.Now? Hg Capital is buying it for $6.4 billion. A 31% premium to where the stock was trading. Which sounds great until you realize the stock had fallen 35% from its ...

Adobe Inc. (NASDAQ:ADBE) is one of the must-buy AI stocks to invest in. On December 18, Adobe Inc. (NASDAQ:ADBE) announced a multi-year strategic partnership with Runway to enhance its AI offerings. As part of the deal, Adobe becomes Runway’s preferred API creativity partner. This arrangement grants Adobe customers exclusive early access to Runway’s newest video generation models outside of Runway’s own platform. Adobe (ADBE) Partners With Runway to Expand Firefly AI Video Tools Copyright: photogearch / ...

ServiceNow, Inc. (NYSE:NOW) is one of the must-buy AI stocks to invest in. On December 22, Jefferies analysts identified ServiceNow, Inc. (NYSE:NOW) as one of the companies that are turning AI into real business growth. Jefferies Names ServiceNow (NOW) AI Growth Winner, Reaffirms Buy The firm acknowledged that ServiceNow faced multiple compression in 2025 due to investor doubts about keeping up 20% organic growth and risks from bigger acquisitions. However, these headwinds aside, the analysts stated, Ser ...

Microsoft Corporation (NASDAQ:MSFT) is one of the must-buy AI stocks to invest in. On December 22, Wedbush predicted that Microsoft Corporation (NASDAQ:MSFT) will experience massive revenue growth on the back of AI. The firm stated that the market is underestimating the scale of the opportunity heading into 2026. Analyst Dan Ives highlighted that investors are specifically underestimating the Azure growth story, and as such, Microsoft is one of Wedbush’s top picks among large tech companies. Wedbush Reite ...

Microsoft ( NASDAQ:MSFT ) is seen as one of the few companies that has gone all in on AI, spending tens of billions in capex and to integrate it across its products and services. ...