IQVIA

IQV

Market cap $30.4B

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.

RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--IQVIA Holdings Inc. (“IQVIA”) (NYSE:IQV), a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries, announced today that Ari Bousbib, chairman and chief executive officer, will speak at the Jefferies Global Healthcare Conference on Wednesday, June 3, 2026, at 9:20 a.m. ET. A live audio webcast of the presentation will be available on the IQVIA Investor Re.

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IQVIA earns a Buy rating as the market underappreciates its AI-driven Commercial Solutions segment and unique healthcare data assets. AI is a tailwind, not a threat, with 19 of the top 20 pharma companies using IQV's AI agents and workflows. Commercial Solutions segment grew 11.6% year-over-year, outpacing the traditional CRO segment and driving margin expansion.

Our top-performing stocks this quarter were Samsung Electronics, Shell and Lam Research. Our worst contributors were IQVIA, American Express and Heidelberg. We exited our investments in Everest Group and PayPal during the quarter.

Valvoline was Broyhill's largest contributor in the quarter, as the underlying unit economics are intact, while unit growth, service mix, and price continue moving in the same direction. Honeywell management accelerated the aerospace spin-off to the end of June, leaving behind a pure-play automation business that Broyhill believes is worth meaningfully more than the whole. Large pharma is structurally reliant on IQVIA's clinical trial architecture and proprietary data assets, and Broyhill thinks it is highly unlikely that AI can automate away the FDA approval process.

IQVIA Holdings Inc. (IQV) Presents at Bank of America Global Healthcare Conference 2026 Transcript

RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--IQVIA (NYSE:IQV), a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries, is advancing its strategic collaboration with Kexing Biopharm to support a global, multi-product biosimilar development and commercialization program. Kexing Biopharm (Stock Code: 688136.SH) is an innovative biopharmaceutical enterprise mainly engaged in the R&D, production an.

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