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Morgan Stanley analyst Kallum Titchmarsh maintains IQVIA Holdings (NYSE:IQV) with a Equal-Weight and raises the price target from $240 to $270.
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IQVIA (IQV) has surged 60.1% over six months, driven by 6% organic growth in Q2 2026, with R&DS bookings up 19.3% and a $34.2 billion backlog. The company's rapid AI adoption—294 agents deployed across 90 use cases with 19 of top 20 pharma companies adopting solutions—is strengthening its competitive position and supporting sustained growth.
Filed: 2026-09-09 AccNo: 0001193125-26-386633 Size: 155 KB Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits
Veeva Systems raised its fiscal 2027 revenue guidance to $3.682-$3.687B (implying ~15% growth), driven by strong Vault CRM adoption with commitments from 12 of top 20 biopharma firms and 180+ live customers. The company's Falcon AI product has five early adopters, though execution remains a key near-term priority. While profitability is maintained with a 44% operating margin, newer initiatives like CRM migrations and AI monetization still require sustained execution.