On Holding

Showing 4205 articles
Business

Veeva Systems: A Buying Opportunity or Overvalued Tech Play? Analysts Weigh In

Veeva Systems' stock has faced recent pressure, declining over 11% in the past year. A deep dive into its valuation reveals a stark contrast: a discounted cash flow model suggests significant upside, while its premium P/E ratio tells a more cautious tale. We examine the numbers and what they mean for investors eyeing the life sciences cloud leader.

Business

AI and Academia Reshape San Francisco's Showplace Square, Signaling a New Chapter for Office Market

Once a symbol of tech retrenchment, San Francisco's Showplace Square is undergoing a profound transformation. Major leases by AI firms Together AI and Physical Intelligence, coupled with Vanderbilt University's planned campus, are redefining the neighborhood as a nexus for technology, education, and innovation, offering a significant boost to the city's office recovery narrative.

Business

MasTec's Growth Engine Faces a Cost Test: Can Margins Hold the Line?

Despite a stellar share price run, MasTec's earnings quality is under scrutiny as persistent margin pressures from supply chain strains and strategic growth investments challenge its financial resilience. Investors are watching to see if management can steer the infrastructure giant toward more sustainable profitability.