2 Growth Stocks to Buy and Hold for the Next Decade: Uber and Veeva Systems

Uber Technologies and Veeva Systems are two growth stocks that have outperformed the market this year. Despite concerns about their future upside, both companies have strong long-term prospects. Uber has overcome net losses and regulatory challenges to become a profitable growth stock, with 18% YoY revenue growth and 33% YoY net income growth in Q2. Veeva Systems has found success by serving companies in the life sciences industry with unique software solutions, with 17% YoY revenue growth in its fiscal 2026 second quarter. Both companies have large addressable markets and steady demand for their services, making them attractive buys for the next decade.

Uber Technologies, Inc. (UBER) and Veeva Systems (VEEV) have demonstrated robust growth and profitability in recent quarters, making them attractive investment options for long-term investors. Despite concerns about their future upside, both companies have strong fundamentals and large addressable markets, positioning them well for the next decade.

Uber Technologies, Inc.

Uber reported strong Q2 results, with revenue growing 18.2% year-over-year (YoY) to $12.65 billion, driven by a 15% increase in active users to 180 million and a 17% increase in trips and bookings [1]. The company's free cash flow (FCF) also showed significant growth, with FCF margins increasing to 19.65% in Q2 from 19.5% in Q1. This trend suggests that Uber's revenue growth is accelerating, with analysts projecting 18.67% annual growth for the second half of 2025 and 14.9% growth for 2026. Based on these projections, UBER stock could be worth $118 per share by 2026, a 32.1% increase from its current price [1].

Veeva Systems

Veeva Systems reported a strong Q2 fiscal 2026, with total revenue growing 17% YoY to $789.1 million, driven by its core subscription services segment and R&D Solutions [2]. The company's R&D Solutions, in particular, saw subscription revenue grow 21.5% YoY, reflecting strong demand for modernizing clinical, quality, and regulatory workflows. Veeva's Vault CRM has also gained significant traction, with more than 100 customers live on the platform and nine of the top 20 pharma companies committed to the solution, compared to just three for Salesforce [2]. This momentum is expected to continue, with analysts projecting revenue to reach $3.14 billion and earnings per share (EPS) around $7.78 for fiscal 2026 [2].

Both Uber and Veeva have large addressable markets and steady demand for their services, making them attractive buys for long-term investors. While concerns about their future upside exist, their strong fundamentals and growth prospects suggest that they are well-positioned for continued success.

References:
[1] https://www.tradingview.com/news/gurufocus:8a5421068094b:0-uber-technologies-stock-looks-cheap/
[2] https://seekingalpha.com/article/4819810-veeva-systems-top-line-momentum-should-continue-to-accelerate