Health Care
Health Care Technology
2 companies under coverage.
Coverage
Health Care Technology
Equity Research
Veeva Systems Inc Class A (VEEV)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $287, +62% vs spot. It needs the multiple to hold or expand.
Equity Research
Solventum Corp. (SOLV)
The bull case — 'Bull — Re-Rate' (8% weight) — targets $139, +80% vs spot. It needs Gross Margin to surprise to the upside.