Vertex, Inc. (VERX)
NASDAQ:VERX
Want to see VERX full AI Analyst Report?
VERX Stock Chart & Stats
$12.35
$0.23(0.44%)
At close: 4:00 PM EST
$12.35
$0.23(0.44%)
Day’s Range― - ―
52-Week Range$10.59 - $42.44
Previous CloseN/A
Volume128.89K
Average Volume (3M)1.54M
Market Cap
$2.24B
Enterprise Value$2.26B
Total Cash (Recent Filing)$252.46M
Total Debt (Recent Filing)$350.14M
Price to Earnings (P/E)―
Beta1.12
Next Earnings
Aug 12, 2026EPS Estimate
0.19Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.04
Shares Outstanding79,661,290
10 Day Avg. Volume1,513,581
30 Day Avg. Volume1,540,625
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 Cap1.01
Enterprise Value/Revenue2.94
Enterprise Value/Gross Profit4.72
Enterprise Value/Ebitda28.21
Forecast
1Y Price Target
$17.22Price Target Upside39.45% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering10
EPS Forecast (FY)0.74
Revenue Forecast (FY)$827.31M
Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationSustained operating cash flow and meaningful free cash flow growth provide durable funding for R&D, product investment, buybacks and debt reduction. High cash conversion improves resilience through cycles and funds strategic initiatives without relying on external financing.
De-risked Balance SheetVery low leverage materially strengthens financial flexibility, reduces interest exposure, and increases capacity for opportunistic M&A or buybacks. A de-levered balance sheet lowers insolvency risk and supports sustained investment through economic downturns.
Recurring Revenue & Cloud MomentumHigh mix of cloud/subscription revenue and double-digit cloud growth drive predictable recurring cash flows and higher lifetime value. Strong gross retention and ARR expansion indicate embedded enterprise usage, supporting durable margin improvement as cloud scales.
Bears Say
Inconsistent GAAP ProfitabilityEarnings volatility and depressed EBITDA margins versus prior periods show operating leverage has not consistently translated to GAAP profits. Persistent uneven profitability can limit return on equity and restrain reinvestment or dividend capacity over the medium term.
Moderated Revenue Growth OutlookA lower medium-term growth baseline reduces scope for rapid scale economics and delays prior expansion plans. Slower top-line expansion increases pressure on margin initiatives to deliver returns and raises the bar for product-led market share gains.
Dependence On E-invoicing MandatesMeaningful revenue upside is contingent on government mandates and transaction ramp timing. If mandates are delayed or adoption lags, expected growth and monetization from e-invoicing could be pushed out, stressing medium-term revenue plans and execution timelines.
Vertex News
VERX FAQ
What was Vertex, Inc.’s price range in the past 12 months?
Vertex, Inc. lowest stock price was $10.59 and its highest was $42.44 in the past 12 months.
What is Vertex, Inc.’s market cap?
Vertex, Inc.’s market cap is $2.24B.
When is Vertex, Inc.’s upcoming earnings report date?
Vertex, Inc.’s upcoming earnings report date is Aug 12, 2026 which is in 69 days.
How were Vertex, Inc.’s earnings last quarter?
Vertex, Inc. released its earnings results on May 07, 2026. The company reported $0.17 earnings per share for the quarter, beating the consensus estimate of $0.164 by $0.006.
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 0.19.
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 $0.17 in its last earnings report, beating expectations of $0.164. Following the earnings report the stock price went up 15.877%.
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
Underperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$17.22 (39.45% Upside)
$17.22 (39.45% Upside)
Blogger Sentiment
Neutral
VERX Sentiment 50%
Sector Average ―
Sector Average ―
Insider Transactions
Sold Shares
Worth $232.8K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▲ 1.2%
Last 30 Days ▼ 8.1%
Last 30 Days ▼ 8.1%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-65.25%
12-Months-Change
Fundamentals
Return on Equity
-2.53%
Trailing 12-Months
Asset Growth
5.22%
Trailing 12-Months
Company Description
Vertex, Inc.
Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its software products through software license and software as a service subscriptions. It also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing, and other tax-related services. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.
VERX Company Deck
VERX Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a largely positive operational and financial start to the year: the company beat quarterly revenue and adjusted EBITDA guidance, delivered double‑digit ARR growth, improved margins, and achieved Q1 free cash flow positivity. Management announced a deliberate value-creation program (≈9% workforce reduction and third-party spend cuts) that increases near-term charges but is expected to produce $60M–$70M of annualized cash savings beginning in 2027 and has already supported an upward adjustment to full-year adjusted EBITDA guidance. Key growth drivers include cloud and e-invoicing momentum, AI product traction (smart categorization) and the Brinta acquisition for Latin America and AI capability. However, risks and headwinds include a moderated medium‑term revenue growth outlook (low double digits vs prior higher targets), the need for back‑half acceleration in cloud revenue to meet yearly targets, one-time restructuring costs and the timing lag before cost savings are fully realized. Overall, the company is trading faster profitability and cash conversion for near-term restructuring impacts while positioning to monetize e‑invoicing and AI adjacencies over time.View all VERX earnings summariesVERX Stock 12 Month Forecast
Average Price Target
$17.22
▲(39.45% Upside)
Technical Analysis
Ownership Overview
4.92% Insiders
23.44% Mutual Funds
30.54% Other Institutional Investors
24.12% Public Companies and
Individual Investors