Vertex (VERX)

Currency in USD
12.47
-0.25(-1.97%)
Closed·
12.39-0.08(-0.68%)
·
VERX is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
12.3312.68
52 wk Range
10.2126.54
Key Statistics
Prev. Close
12.47
Open
12.44
Day's Range
12.33-12.68
52 wk Range
10.21-26.54
Volume
1.14M
Average Vol. (3m)
2.04M
1-Year Change
-51.7415%
Book Value / Share
1.51
Fair Value
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Fair Value Upside
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VERX Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
17.15
Upside
+37.56%
Members' Sentiments
Bearish
Bullish
ProTips
7 analysts have revised their earnings upwards for the upcoming period

Vertex News & Analysis

Show more

Technical Analysis

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

Analyst Ratings

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

Analysts 12-Month Price Target:

Average 17.15
(+37.56% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
DA Davidson
Hold12.00-3.77%15.00MaintainAug 04, 2026
Stephens
Buy18.00+44.35%20.00MaintainAug 04, 2026
BMO Capital
Hold15.00+20.29%14.00MaintainAug 04, 2026
Baird
Buy17.00+36.33%19.00MaintainAug 04, 2026
Citizens
Buy25.00+100.48%-MaintainAug 04, 2026

Vertex SWOT Analysis


Analyst Outlook
Discover varied analyst perspectives on Vertex's future, with price targets ranging from $50 to $61, reflecting cautious optimism amid current challenges
Strategic Expansion
Delve into Vertex's foray into e-invoicing and its potential to open new revenue streams, positioning the company for long-term growth
Financial Headwinds
Explore Vertex's recent financial challenges, including lowered guidance and declining stock price, as the company navigates market uncertainties
Cloud Tax Titan
Vertex dominates cloud-based tax solutions, leveraging deep ERP integrations and a vast addressable market to maintain its competitive edge
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: 08/03/2026, 06:16 PM
Read Full Transcript
Vertex investor slides for Q2/2026
Vertex Q2 2026 slides
Last Update: Aug 03, 2026
See full investor slides

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
565.8x16.4x12.4x
PEG Ratio
5.301.180.01
Price / Book
8.4x4.0x2.4x
Price / LTM Sales
2.6x3.7x2.3x
Upside (Analyst Target)
28.3%4.4%28.9%
Fair Value Upside
Unlock21.6%4.5%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
2000

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
25.82M15.92%321.95M
Other Institutional Investors
69.10M42.60%861.67M
Public Companies & Retail Investors
67.30M41.49%839.24M
Total
162.22M100.00%2.02B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Second Irrevocable Trust6.24%10,127,620126,291
BlackRock, Inc.3.84%6,236,15277,765

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FAQ

What Is the Vertex (VERX) Stock Price Today?

The Vertex stock price today is 12.47 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 2.02B USD.

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

The Vertex EPS (TTM) is 0.02.

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 Neutral.

How Many Times Has Vertex Stock Split?

Vertex has split 0 times.

How Many Employees Does Vertex Have?

Vertex has 2000 employees.

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

As of Aug 18, 2026, Vertex (VERX) is trading at a price of 12.47 USD, with a previous close of 12.47 USD. The stock has fluctuated within a day range of 12.33 USD to 12.68 USD, while its 52-week range spans from 10.21 USD to 26.54 USD.

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

The average 12-month price target for Vertex is 17.15 USD, with a high estimate of 25 USD and a low estimate of 12 USD. 7 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Buy. The stock has an +37.56% Upside potential.

What Is the VERX After Hours Price?

VERX's last after hours stock price is 12.39 USD, the stock has decreased by -0.08, or -0.68%.
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