IQV

VEEV and IQV are benefiting from life sciences digitization trends, but differences in growth, AI adoption and valuation set them apart.

IQVIA's record $34.2B backlog, AI-led pharma demand and $1.24B buybacks support growth despite weak liquidity and no dividend.

Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”. A copy of the letter is available to download here. The Funds’ Investor Class: ARTLX, Advisor Class: APDLX, and Institutional Class: APHLX returned -3.54%, -3.50%. and 3.50%, respectively, in Q1 vs, 2.10% return for the Russell 1000® Value Index. Performance […]

Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”. A copy of the letter is available to download here. The Funds’ Investor Class: ARTLX, Advisor Class: APDLX, and Institutional Class: APHLX returned -3.54%, -3.50%. and 3.50%, respectively, in Q1 vs, 2.10% return for the Russell 1000® Value Index. Performance […]

VEEV's growing Vault CRM adoption and AI momentum, backed by major pharma wins, reinforce confidence in its long-term growth outlook.

VEEV's growing Vault CRM adoption and AI momentum, backed by major pharma wins, reinforce confidence in its long-term growth outlook.

While IQVIA Holdings has lagged behind the SPX over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

While IQVIA Holdings has lagged behind the SPX over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

VEEV benefits from RTSM traction with major pharma wins, strengthening its clinical software strategy and long-term R&D growth outlook.

VEEV benefits from RTSM traction with major pharma wins, strengthening its clinical software strategy and long-term R&D growth outlook.

Wondering which stocks are making significant price gaps? Explore the S&P500 index on Wednesday to find the gap up and gap down stocks in today's session.

IQVIA (IQV) is a Buy: AI-driven Commercial Solutions and unique healthcare data fuel growth.

Our top-performing stocks this quarter were Samsung Electronics, Shell and Lam Research. Read more here.

Broyhill Asset Management, an investment advisor, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Broyhill Equity Composite declined 6.0% in the first quarter, net of all fees and expenses, lagging the MSCI All Country World Index, which declined 3.1%. After a strong start to the year, global stocks […]

Broyhill Asset Management, an investment advisor, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Broyhill Equity Composite declined 6.0% in the first quarter, net of all fees and expenses, lagging the MSCI All Country World Index, which declined 3.1%. After a strong start to the year, global stocks […]

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

A number of stocks fell in the afternoon session after the April PPI report showed wholesale inflation accelerating to 6% annually, with service-sector prices rising at their fastest pace in four years.

A number of stocks fell in the afternoon session after the April PPI report showed wholesale inflation accelerating to 6% annually, with service-sector prices rising at their fastest pace in four years.

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