- Entry
- $209.98
- Final
- $158.22 -24.6%
- Target
- —
- Score
- -1.00
I'm thinking about buying VEEV and NOW. These software companies are getting unduly punished. They have massive margins, steady growth, and heavy switching costs. They have a lot to gain from AI too. Forward PE and FCF are below Liberation Day lows. What am I missing?
— ORIGINAL POST ·
Veeva Systems (VEEV) and ServiceNow (NOW)
· r/stocks
· Jan 30, 2026