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Vertex (VERX) Stock Price & Analysis

392 Followers

VERX Stock Chart & Stats

$15.26-$0.57(-3.60%)
At close: 4:00 PM EST
$12$14$16Aug 10Aug 24Sep 8Sep 21Oct 5Oct 19Nov 2
Day’s Range
$15.03 - $15.60
52-Week Range
$10.21 - $20.86
Previous Close
$15.83
Volume
N/A
Average Volume (3M)
1.34M
Market Cap
$2.57B
Enterprise Value
$1.95B
Total Cash (Recent Filing)
$230.49M
Total Debt (Recent Filing)
$349.92M
Price to Earnings (P/E)
498.7
Beta
0.94
Next Earnings
Mar 10, 2027 (Est.)
EPS Estimate
0.23
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Recurring Revenue Durability

Strong retention and recurring-revenue growth indicate that Vertex is embedded in customers’ tax workflows and can expand existing relationships over time. This supports revenue visibility, reduces dependence on constant new-logo wins, and provides a durable base for cross-selling additional cloud modules and services.

Cloud Growth And Earnings Leverage

Cloud growth materially above overall company growth supports a shift toward scalable subscription revenue, while the 25% adjusted EBITDA margin demonstrates operating leverage. The combination can improve earnings capacity as deployments mature and recurring workloads increase across enterprise customers.

De-risked Balance Sheet

Minimal leverage materially lowers financial risk and preserves flexibility for product investment, integrations, customer expansion, or other strategic priorities. A sizable equity base relative to debt also reduces refinancing pressure, allowing management to pursue growth without relying heavily on external financing.

Bears Say

Thin GAAP Profitability

Despite strong revenue growth and resilient gross margins, reported profitability remains fragile. Very low net income and negative operating profitability leave limited room for execution errors, while EBITDA margin compression suggests that operating costs or other headwinds could continue to restrain durable earnings conversion.

Cloud Conversion And Sales Execution

Slower migrations and elongated sales cycles can delay recurring-revenue conversion even when customer demand remains intact. Continued execution friction would make growth less predictable, postpone expansion benefits, and increase reliance on successful cross-selling and new-logo activity to meet longer-term targets.

AI Monetization Still Unproven

Vertex is capturing internal productivity gains from AI, but those benefits have not yet become a meaningful commercial revenue stream. Until customers pay for AI-enabled offerings at scale, the technology remains primarily an efficiency opportunity rather than a demonstrated source of incremental growth or differentiation.

Vertex News

VERX FAQ

What was Vertex’s price range in the past 12 months?
Vertex lowest stock price was $10.21 and its highest was $20.86 in the past 12 months.
What is Vertex’s market cap?
Vertex’s market cap is $2.57B.
When is Vertex’s upcoming earnings report date?
Vertex’s next earnings report is estimated for Mar 10, 2027 (not yet confirmed), which is in 125 days.
How were Vertex’s earnings last quarter?
Vertex released its earnings results on Nov 04, 2026. The company reported $0.26 earnings per share for the quarter, beating the consensus estimate of $0.222 by $0.038.
Is Vertex overvalued?
According to Wall Street analysts Vertex’s price is currently Overvalued.
Does Vertex pay dividends?
Vertex does not currently pay dividends.
What is Vertex’s EPS estimate?
Vertex’s EPS estimate is 0.23.
How many shares outstanding does Vertex have?
Vertex has 80,062,340 shares outstanding.
What happened to Vertex’s price movement after its last earnings report?
Vertex reported an EPS of $0.26 in its last earnings report, beating expectations of $0.222. Following the earnings report the stock price went down -7.537%.
Which hedge fund is a major shareholder of Vertex?
Hedge funds hold Vertex shares: the largest hedge-fund position in Vertex is 71,887,035 shares, and hedge funds increased their holdings by 458.4K shares last quarter.
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology