Vertex (VERX)

Currency in USD
13.40
+0.49(+3.80%)
Closed·
13.31-0.09(-0.68%)
·
VERX is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
13.1813.75
52 wk Range
10.2133.54
Key Statistics
Prev. Close
12.91
Open
13.22
Day's Range
13.18-13.75
52 wk Range
10.21-33.54
Volume
2.45M
Average Volume (3m)
1.84M
1-Year Change
-59.5166%
Book Value / Share
1.55
Fair Value
unlockUnlock
Fair Value Upside
unlockUnlock
VERX Scorecardpro icon
Company’s Health
Unlock
Fair Value
Unlock Price
Fair Price
Upside
Price Target
17.46
Upside
+30.31%
Members' Sentiments
Bearish
Bullish
ProTips
Short term obligations exceed liquid assets

Vertex News & Analysis

Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Strong Buy

Analyst Ratings

7 Buy
8 Hold
0 Sell
Ratings:
15 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 17.46
(+30.31% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Morgan Stanley
Hold15.00+11.94%19.00DowngradeJul 21, 2026
TD Cowen
Buy14.00+4.48%-New CoverageJun 29, 2026
Needham
Buy20.00+49.25%-MaintainJun 08, 2026
BMO Capital
Hold17.00+26.87%14.00MaintainMay 08, 2026
DA Davidson
Hold15.00+11.94%13.00MaintainMay 08, 2026

Vertex SWOT Analysis


Tax Tech Titan
Vertex leads in indirect tax automation, serving 60% of Fortune 500 companies with deep ERP integrations and cloud solutions
Growth Trajectory
Explore Vertex's strategic initiatives in AI and e-invoicing, poised to capture a significant share of the $30 billion tax automation market
Market Dynamics
Delve into Vertex's competitive landscape, balancing strong market position against emerging challenges in a rapidly evolving industry
Future Outlook
Analyst projections suggest EPS growth to $1.29 by 2028, with price targets ranging from $61 to $62, reflecting optimism amid market volatility
Read full SWOT analysis

Vertex Earnings Call Summary for Q2/2026

  • Vertex Q2 2026 revenue rose 10.5% YoY to $204M, beating estimates; adjusted EPS of $0.20 topped $0.19 forecast; shares gained 4.6% total.
  • Adjusted EBITDA surged 33% to $51M with margin expanding 400+ bps to 25%, reflecting improved operational efficiency and cost discipline.
  • Management cut full-year cloud revenue growth guidance to 18% from prior expectations due to slower-than-expected customer conversion timing.
  • Q3 revenue guidance set at $208M-$211M; FY2026 revenue narrowed to $825M-$830M while EBITDA guidance raised to $206M-$210M from $202M-$208M.
  • E-invoicing demand tied to France's September 2026 and Germany's early 2027 mandates expected to drive H2 growth; AI monetization targeted for 2027.
Last Updated: 2026/08/04, 00:18
Read Full Transcript

Earnings

Latest Release
Aug 03, 2026
EPS / Forecast
0,20 / 0,19
Revenue / Forecast
203,97M / 202,29M
EPS Revisions
Last 90 days

VERX Income Statement

Compare VERX to Peers and Sector

Metrics to compare
VERX
Peers
Sector
Relationship
P/E Ratio
−333.4x15.7x12.4x
PEG Ratio
−3.740.780.01
Price/Book
8.7x2.9x2.4x
Price / LTM Sales
2.8x3.7x2.2x
Upside (Analyst Target)
23.9%4.7%36.5%
Fair Value Upside
Unlock22.5%6.7%Unlock

Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. has a strategic collaboration with xSuite Group GmbH to support SAP customers. The company was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

Employees
2100

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
26,27M16,42%339,14M
Other Institutional Investors
70,71M44,21%912,81M
Public Companies & Retail Investors
62,97M39,37%812,91M
Total
159,94M100,00%2,06B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Second Irrevocable Trust6,33%10 127 620130 748
BlackRock, Inc.3,54%5 659 37473 063

FAQ

What Is the Vertex (VERX) Stock Price Today?

The Vertex stock price today is 13,40 USD.

What Stock Exchange Does Vertex Trade On?

Vertex is listed and trades on the Nasdaq Stock Exchange.

What Is the Stock Symbol for Vertex?

The stock symbol for Vertex is "VERX."

What Is the Vertex Market Cap?

As of today, Vertex market cap is 2,14B USD.

What Is Vertex's Earnings Per Share (TTM)?

The Vertex EPS (TTM) is -0,04.

When Is the Next Vertex Earnings Date?

Vertex will release its next earnings report on Nov 11, 2026.

From a Technical Analysis Perspective, Is VERX a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has Vertex Stock Split?

Vertex has split 0 times.

How Many Employees Does Vertex Have?

Vertex has 2100 employees.

What is the current trading status of Vertex (VERX)?

As of Aug 04, 2026, Vertex (VERX) is trading at a price of 13,40 USD, with a previous close of 12,91 USD. The stock has fluctuated within a day range of 13,18 USD to 13,75 USD, while its 52-week range spans from 10,21 USD to 33,54 USD.

What Is Vertex (VERX) Price Target According to Analysts?

The average 12-month price target for Vertex is 17,46 USD, with a high estimate of 25 USD and a low estimate of 14 USD. 7 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Buy. The stock has an +30,31% Upside potential.

What Is the VERX Premarket Price?

VERX's last pre-market stock price is 12,96 USD. The pre-market share volume is 6 650,00, and the stock has decreased by 0,05, or 0,39%.

What Is the VERX After Hours Price?

VERX's last after hours stock price is 13,31 USD, the stock has decreased by -0,09, or -0,68%.
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2026 - Fusion Media Limited. All Rights Reserved.