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$10.21 - $36.75
Previous CloseN/A
Volume128.89K
Average Volume (3M)1.60M
Market Cap
$2.07B
Enterprise Value$1.99K
Total Cash (Recent Filing)$252.46M
Total Debt (Recent Filing)$350.14M
Price to Earnings (P/E)―
Beta1.06
Next Earnings
Aug 03, 2026EPS Estimate
0.19Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.04
Shares Outstanding79,661,290
10 Day Avg. Volume1,447,602
30 Day Avg. Volume1,603,487
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
$16.90Price Target Upside36.84% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering11
EPS Forecast (FY)0.8
Revenue Forecast (FY)$827.32M
Bulls Say, Bears Say
Bulls Say
Strong Free Cash Flow GenerationSustained and growing free cash flow provides durable internal funding for product investment, M&A, buybacks and debt paydown. Over 2–6 months this supports execution of the value-creation plan, reduces reliance on external financing and improves resilience through business cycles.
De-risked Balance Sheet & Low LeverageMaterial debt reduction and very low leverage materially improves financial flexibility and lowers interest and refinancing risk. This structural strength enables longer-term strategic investments and cushions execution of transformation initiatives without jeopardizing liquidity.
Recurring Revenue, Cloud Momentum & AI/e‑invoicing ExpansionA growing ARR base and accelerating cloud mix increase revenue predictability and unit economics long-term. Strategic AI capability (Brinta, smart categorization) and e‑invoicing mandates expand addressable market and product differentiation, supporting durable recurring revenue growth.
Bears Say
Moderated Medium-term Revenue Growth OutlookA reset to low-double-digit medium-term growth reduces the pace at which scale economics and market share gains compound. Slower top-line expansion may delay margin expansion and returns, requiring stronger execution on cross-sell, e‑invoicing ramps and AI monetization to hit long-term targets.
Inconsistent Profitability And Compressed EBITDA MarginsMargins have deteriorated versus prior years, reflecting near-term cost pressure and reinvestment trade-offs. Persistently compressed profitability would limit free cash flow conversion and reinvestment capacity unless operational efficiencies from the value-creation plan are realized and sustainably improve margins.
Timing Risk: Cost‑savings Realization & Reliance On E‑invoicing MandatesMaterial savings are back‑loaded to 2027, so near-term results depend on execution and carry timing risk. Revenue upside from e‑invoicing is contingent on external mandates and slower transaction ramps could delay expected scale benefits, creating durable execution and timing risk.
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 $36.75 in the past 12 months.
What is Vertex, Inc.’s market cap?
Vertex, Inc.’s market cap is $2.07B.
When is Vertex, Inc.’s upcoming earnings report date?
Vertex, Inc.’s upcoming earnings report date is Aug 03, 2026 which is in 13 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
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$16.90 (36.84% Upside)
$16.90 (36.84% Upside)
Blogger Sentiment
Neutral
VERX Sentiment 50%
Sector Average 64%
Sector Average 64%
Insider Transactions
Sold Shares
Worth $82.4K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 0.9%
Last 30 Days ▲ 16.7%
Last 30 Days ▲ 16.7%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-63.89%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
5.22%
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 Stock 12 Month Forecast
Average Price Target
$16.90
▲(36.84% Upside)
Technical Analysis
Ownership Overview
4.86% Insiders
22.18% Mutual Funds
0.27% Other Institutional Investors
55.85% Public Companies and
Individual Investors










