/VERX
VERX Stock - Vertex, Inc.
Technology|Software - ApplicationNASDAQ
$20.02-0.55%
$0.11 (-0.55%) • Dec 19
65
GoAI Score
GoAI Score
Weighted average: Momentum (25%) + Sentiment (35%) + Risk (20%) + Value (20%). ≥70 = BUY, ≤35 = SELL.HOLD
Medium Confidence
Momentum
Momentum Score
Based on price vs 50-day MA (40%), 200-day MA (40%), and MA crossover (20%). Higher = stronger uptrend.7
Sentiment
Sentiment Score
Based on analyst price target upside. 50 = neutral, 100 = very bullish (25%+ upside expected).100
Risk Score
Risk Score
Based on stock beta (volatility). Higher score = lower risk. Red (<40) = high volatility, Green (>60) = stable.93
Price Target
Price Target
Average analyst price target from the last quarter. Shows expected upside/downside from current price.+43.1%upside
Target: $28.65
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ENTRY ZONE$19.82 – $20.22
TARGET (TP)$28.64
STOP LOSS$18.42
RISK/REWARD1:5.4
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Price Chart
Financial Statements
Revenue & Profitability Trend
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Revenue
Net Income (Profit)
Net Loss
Key Metrics
Market CapN/A
P/E RatioN/A
Beta0.68
52W High$60.71
52W Low$18.54
Avg VolumeN/A
Income Statement (Fiscal Year)
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $666.78M | $572.39M | $491.62M | $425.55M | $374.67M |
| Gross Profit | $426.13M | $348.58M | $298.49M | $263.66M | $209.28M |
| Gross Margin | 63.9% | 60.9% | 60.7% | 62.0% | 55.9% |
| Operating Income | $-2,228,000 | $-17,510,000 | $-8,082,000 | $-2,942,000 | $-104,758,000 |
| Net Income | $-52,729,000 | $-13,093,000 | $-12,304,000 | $-1,479,000 | $-75,081,000 |
| Net Margin | -7.9% | -2.3% | -2.5% | -0.3% | -20.0% |
| EPS | $-0.34 | $-0.09 | $-0.08 | $-0.01 | $-0.60 |
Company Overview
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.
Visit WebsiteRating Distribution
Strong Buy
0%
Buy / Outperform
8
62%
Hold / Neutral
5
38%
Sell / Underperform
0%
Analyst Consensus🟡 Mixed
8 Bullish5 Neutral/Bearish
Price Targets
$33
Average Target
↑ 64.2% Upside
Now
$15
Low
$33
Average
$62
High
Based on 16 analysts
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| November 4th 2025 | BMO Capital Markets | Reiterated | Outperform | $24← $30 |
| September 26th 2025 | Stephens | Initiation | Overweight | $30 |
| August 7th 2025 | BMO Capital Markets | Reiterated | Outperform | $30← $38 |
| June 17th 2025 | Piper Sandler | Initiation | Overweight | $48 |
| April 22nd 2025 | Exane BNP Paribas | Initiation | Outperform | $54 |
| February 28th 2025 | Stifel | Downgrade | Hold | $31← $58 |
| January 3rd 2025 | Raymond James | Downgrade | Market Perform | - |
| December 31st 2024 | DA Davidson | Initiation | Buy | $62 |
| November 4th 2024 | Jefferies | Upgrade | Buy | $50← $35 |
| July 23rd 2024 | Robert W. Baird | Initiation | Outperform | $43 |
| March 1st 2024 | BofA Securities | Upgrade | Neutral | $40 |
| September 18th 2023 | Morgan Stanley | Resumed | Overweight | $25 |
| March 9th 2023 | BofA Securities | Upgrade | Neutral | $20← $16 |
| February 9th 2023 | Raymond James | Initiation | Outperform | $19 |
| January 5th 2023 | Jefferies | Downgrade | Hold | $15 |
Earnings History & Surprises
VERXBeat Rate
83%
Last 18 quarters
Avg Surprise
+24.7%
EPS vs Estimate
Beats / Misses
15/0
3 met exactly
Latest EPS
$0.17
Q4 2025
EPS Surprise History
Q1 24
+18.2%
$0.13vs$0.11
Q2 24
+15.4%
$0.15vs$0.13
Q3 24
+15.4%
$0.15vs$0.13
Q4 24
+17.1%
$0.16vs$0.14
Q1 25
+15.4%
$0.15vs$0.13
Q2 25
+15.4%
$0.15vs$0.13
Q3 25
+7.1%
$0.15vs$0.14
Q4 25
0.0%
$0.17vs$0.17
Beat Estimate
Missed Estimate
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 5, 2026 | — | — | — | — |
Q1 2026 | Feb 26, 2026 | $0.17 | — | — | — |
Q4 2025 | Nov 3, 2025 | $0.17 | $0.17 | 0.0% | = MET |
Q3 2025 | Aug 6, 2025 | $0.14 | $0.15 | +7.1% | ✓ BEAT |
Q2 2025 | May 7, 2025 | $0.13 | $0.15 | +15.4% | ✓ BEAT |
Q1 2025 | Feb 27, 2025 | $0.13 | $0.15 | +15.4% | ✓ BEAT |
Q4 2024 | Nov 6, 2024 | $0.14 | $0.16 | +17.1% | ✓ BEAT |
Q3 2024 | Aug 7, 2024 | $0.13 | $0.15 | +15.4% | ✓ BEAT |
Q2 2024 | May 8, 2024 | $0.13 | $0.15 | +15.4% | ✓ BEAT |
Q1 2024 | Feb 29, 2024 | $0.11 | $0.13 | +18.2% | ✓ BEAT |
Q4 2023 | Nov 9, 2023 | $0.08 | $0.10 | +25.0% | ✓ BEAT |
Q3 2023 | Aug 9, 2023 | $0.08 | $0.08 | 0.0% | = MET |
Q2 2023 | May 10, 2023 | $0.08 | $0.08 | 0.0% | = MET |
Q1 2023 | Mar 8, 2023 | $0.05 | $0.08 | +60.0% | ✓ BEAT |
Q4 2022 | Nov 9, 2022 | $0.06 | $0.08 | +33.3% | ✓ BEAT |
Q3 2022 | Aug 9, 2022 | $0.05 | $0.06 | +9.4% | ✓ BEAT |
Q2 2022 | May 10, 2022 | $0.06 | $0.08 | +33.3% | ✓ BEAT |
Q1 2022 | Mar 9, 2022 | $0.05 | $0.08 | +60.0% | ✓ BEAT |
Q4 2021 | Nov 10, 2021 | $0.05 | $0.08 | +60.0% | ✓ BEAT |
Q3 2021 | Aug 11, 2021 | $0.05 | $0.08 | +60.0% | ✓ BEAT |
Latest News
Vertex And CPA.com Expand Partnership To Include AI-Driven Solution With Kintsugi.
📈 PositiveBenzinga•Dec 5, 2025, 01:12 PM
Goldman Sachs Maintains Buy on Vertex, Lowers Price Target to $28
➖ NeutralBenzinga•Nov 5, 2025, 05:04 PM
Piper Sandler Maintains Overweight on Vertex, Lowers Price Target to $32
➖ NeutralBenzinga•Nov 4, 2025, 04:50 PM
Vertex shares are trading lower after multiple analyst firms lowered their respective price targets on the stock.
📉 NegativeBenzinga•Nov 4, 2025, 04:36 PM
BMO Capital Maintains Market Perform on Vertex, Lowers Price Target to $24
➖ NeutralBenzinga•Nov 4, 2025, 02:59 PM
Citizens Maintains Market Outperform on Vertex, Lowers Price Target to $37
➖ NeutralBenzinga•Nov 4, 2025, 12:58 PM
Needham Maintains Buy on Vertex, Lowers Price Target to $30
📈 PositiveBenzinga•Nov 4, 2025, 10:38 AM
Vertex Sees Q4 Sales $192.000M-$196.000M vs $199.030M Est
📉 NegativeBenzinga•Nov 3, 2025, 12:08 PM
Vertex Lowers FY2025 Sales Guidance from $750.000M-$754.000M to $745.700M-$749.700M vs $752.337M Est
📉 NegativeBenzinga•Nov 3, 2025, 12:07 PM
Vertex Q3 Adj. EPS $0.17 Beats $0.16 Estimate, Sales $192.112M Beat $191.706M Estimate
📈 PositiveBenzinga•Nov 3, 2025, 12:06 PM
Vertex Reports Preliminary Q3 2025 Results With Revenue Of ~$192M; Adjusted EBITDA To Be ~$43M
➖ NeutralBenzinga•Oct 21, 2025, 12:37 PM
Vertex President, CEO David DeStefano To Retire, Effective Nov. 10; Christopher Young Named Successor
📉 NegativeBenzinga•Oct 21, 2025, 12:33 PM
Vertex Option Alert: Mar 20 $50 Calls Sweep (10) Near The Ask: 1776 @ $0.559 vs 9 OI; Earnings 11/5 Before Open [est] Ref=$24.8325
📈 PositiveBenzinga•Oct 1, 2025, 03:20 PM
Stephens & Co. Initiates Coverage On Vertex with Overweight Rating, Announces Price Target of $30
📈 PositiveBenzinga•Sep 29, 2025, 12:03 PM
Vertex announces investment in AI tax compliance startup Kintsugi
📈 PositiveSeeking Alpha•Apr 30, 2025, 12:43 PM
Frequently Asked Questions about VERX
What is VERX's current stock price?
Vertex, Inc. (VERX) is currently trading at $20.02 per share. The stock has moved -0.55% today.
What is the analyst price target for VERX?
The average analyst price target for VERX is $28.64, based on 1 analyst.
What sector is Vertex, Inc. in?
Vertex, Inc. operates in the Technology sector, specifically within the Software - Application industry. The company is traded on the NASDAQ exchange.
What is VERX's market cap?
Vertex, Inc. has a market capitalization of $3.19 billion, making it a mid-cap company.
Does VERX pay dividends?
No, Vertex, Inc. does not currently pay a dividend to shareholders.
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