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VERX Stock Chart & Stats
$11.87
$0.98(9.00%)
At close: 4:00 PM EDT
$11.87
$0.98(9.00%)
Day’s Range― - ―
52-Week Range$10.21 - $33.54
Previous CloseN/A
Volume2.45M
Average Volume (3M)1.80M
Market Cap
$2.09B
Enterprise Value$1.99K
Total Cash (Recent Filing)$230.49M
Total Debt (Recent Filing)$11.32M
Price to Earnings (P/E)―
Beta1.12
Next Earnings
Nov 11, 2026EPS Estimate
0.22Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.01
Shares Outstanding79,661,290
10 Day Avg. Volume1,968,080
30 Day Avg. Volume1,800,150
Financial Highlights & Ratios
PEG Ratio-3.48
Price to Book (P/B)11.12
Price to Sales (P/S)3.85
P/FCF Ratio41.56
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$16.33Price Target Upside37.60% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering13
EPS Forecast (FY)0.8
Revenue Forecast (FY)$827.21M
Bulls Say, Bears Say
Bulls Say
Balance-sheet De-riskingLeverage has been materially reduced (debt roughly $11M, debt/equity ~0.05) and equity sits high versus assets. This durable balance-sheet repair lowers refinancing and solvency risk, increases capacity for buybacks and M&A, and provides runway to fund margin improvement initiatives.
Recurring Revenue DurabilitySolid ARR growth and high retention (GRR 95%, NRR 105%) reflect a sticky SaaS base that supports predictable revenue and upsell economics. Durable subscription mix with expanding average ARR per customer enables scalable revenue and long-term cash conversion as cloud migrations complete.
Earnings Leverage & Operating ProductivityManagement is demonstrating margin uplift: Q2 adjusted EBITDA expanded to a 25% margin and full-year EBITDA guide was raised. Coupled with measurable AI-driven engineering and onboarding productivity gains, this suggests structural potential to sustain higher margins and convert revenue growth into operating cash flow.
Bears Say
Thin ProfitabilityDespite revenue growth, reported margins remain thin: net margin near breakeven and TTM EBITDA margin compressed to ~4% from prior mid-teens. Until operating costs sustainably recede or revenue mix shifts, earnings power is fragile and small shocks could revert profits to losses.
Cloud Conversion & Sales CadenceManagement cites slower cloud conversion timing and longer sales cycles, with notable deal slippage. These structural timing issues can delay recognition of higher-margin cloud revenue, compress near-term growth visibility, and require improved migration and go-to-market execution to realize long-term cloud economics.
Monetization & Integration Risk (AI/acquisitions)Internal AI efficiency gains are meaningful but AI-driven revenue is not material and recent integrations (e.g., Brinta in LATAM) remain small. The company faces structural risk that productivity improvements and acquisitions take time to scale into durable, customer-facing monetization and consistent revenue contribution.
Vertex News
VERX FAQ
What was Vertex, Inc.’s price range in the past 12 months?
Vertex, Inc. lowest stock price was $10.21 and its highest was $33.54 in the past 12 months.
What is Vertex, Inc.’s market cap?
Vertex, Inc.’s market cap is $2.09B.
When is Vertex, Inc.’s upcoming earnings report date?
Vertex, Inc.’s upcoming earnings report date is Nov 11, 2026 which is in 98 days.
How were Vertex, Inc.’s earnings last quarter?
Vertex, Inc. released its earnings results on Aug 03, 2026. The company reported $0.2 earnings per share for the quarter, beating the consensus estimate of $0.191 by $0.009.
Is Vertex, Inc. overvalued?
According to Wall Street analysts Vertex, Inc.’s price is currently Undervalued.
Does Vertex, Inc. pay dividends?
Vertex, Inc. does not currently pay dividends.
What is Vertex, Inc.’s EPS estimate?
Vertex, Inc.’s EPS estimate is 0.22.
How many shares outstanding does Vertex, Inc. have?
Vertex, Inc. has 79,661,290 shares outstanding.
What happened to Vertex, Inc.’s price movement after its last earnings report?
Vertex, Inc. reported an EPS of $0.2 in its last earnings report, beating expectations of $0.191. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Vertex, Inc.?
Currently, no hedge funds are holding shares in VERX
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
Vertex Stock Smart Score
Neutral
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10
Analyst Consensus
Moderate Buy
Average Price Target:
$16.33 (37.60% Upside)
$16.33 (37.60% Upside)
Blogger Sentiment
Neutral
VERX Sentiment 67%
Sector Average ―
Sector Average ―
Insider Transactions
Sold Shares
Worth $82.4K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▼ 3.2%
Last 30 Days ▲ 8.5%
Last 30 Days ▲ 8.5%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-65.87%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
1.00%
Trailing 12-Months
Company Description
Vertex, Inc.
Vertex, Inc. specializes in delivering advanced tax technology solutions to corporations across various sectors, including retail, communication, leasing, and manufacturing. These services are provided to clients both within the United States and globally. Its comprehensive product portfolio encompasses tools for tax determination, compliance and reporting, efficient tax data and document management, pre-built integration capabilities, and specialized solutions tailored to specific industries. Clients can access their software through traditional on-premise licenses or via cloud-based Software as a Service (SaaS) subscriptions. Beyond its software offerings, Vertex also delivers essential support services. These include implementation and training for its licensed and cloud-based products, as well as outsourced transaction tax return processing and other ancillary tax-related consultations. Established in 1978, Vertex, Inc. has its headquarters situated in King of Prussia, Pennsylvania.
VERX Company Deck
VERX Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlighted durable core business performance, robust margin and earnings leverage, clear progress on AI-driven productivity and strong early momentum in e-invoicing and strategic customer wins. Offsetting risks include slower cloud conversions and elongated sales cycles that constrained near-term expansion and cloud revenue timing, plus FCF affected by restructuring costs and AI commercial revenue not yet material. On balance the positives — solid revenue growth, strong adjusted EBITDA improvement, stable retention metrics, AI operational gains and stronger leadership — outweigh the challenges, while management provided realistic guidance and raised full‑year EBITDA.View all VERX earnings summariesVERX Stock 12 Month Forecast
Average Price Target
$16.33
▲(37.60% Upside)
Technical Analysis
Ownership Overview
4.86% Insiders
22.18% Mutual Funds
4.11% Other Institutional Investors
52.07% Public Companies and
Individual Investors