Open in Screener

VERX

Vertex Inc

Feb 26 • 04:00PM ET

14.84

+1.45 10.83 %

Technology • Software - Application • USA • NASD

Peers: MSFT ADBE INTU ORCL NOW CRM SAP WDAY TEAM SNOW

| Held by: VTI VGT VB IWM VBK VXF IWO VTWO SCHA IGV

Index	RUT	P/E	341.94	EPS (ttm)	0.04	Insider Own	54.71%	Shs Outstand	77.58M	Perf Week	15.85%
Market Cap	2.37B	Forward P/E	16.87	EPS next Y	0.88	Insider Trans	0.57%	Shs Float	72.26M	Perf Month	-23.23%
Enterprise Value	2.39B	PEG	0.88	EPS next Q	0.16	Inst Own	53.41%	Short Float	10.68%	Perf Quarter	-24.13%
Income	7.21M	P/S	3.17	EPS this Y	15.20%	Inst Trans	-0.66%	Short Ratio	3.80	Perf Half Y	-40.33%
Sales	748.44M	P/B	9.16	EPS next Y	19.34%	ROA	0.59%	Short Interest	7.72M	Perf YTD	-25.69%
Book/sh	1.62	P/C	7.02	EPS next 5Y	19.25%	ROE	3.29%	52W High	43.56 -65.93%	Perf Year	-65.19%
Cash/sh	2.11	P/FCF	34.25	EPS past 3/5Y	- -	ROIC	1.19%	52W Low	11.86 25.07%	Perf 3Y	-3.89%
Dividend Est.	-	EV/EBITDA	23.57	Sales past 3/5Y	15.04% 14.84%	Gross Margin	60.23%	Volatility	6.51% 7.73%	Perf 5Y	-51.74%
Dividend TTM	-	EV/Sales	3.19	EPS Y/Y TTM	113.76%	Oper. Margin	0.08%	ATR (14)	1.04	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	0.97	Sales Y/Y TTM	12.25%	Profit Margin	0.96%	RSI (14)	47.80	Recom	2.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.97	EPS Q/Q	89.85%	SMA20	2.46%	Beta	0.62	Target Price	18.77
Payout	0.00%	Debt/Eq	1.35	Sales Q/Q	9.11%	SMA50	-15.96%	Rel Volume	1.61	Prev Close	13.39
Employees	2100	LT Debt/Eq	1.34	Earnings	Feb 11 BMO	SMA200	-42.55%	Avg Volume	2.03M	Price	14.84
IPO	Jul 29, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	4.10% 0.20%	Trades		Volume	3,274,457	Change	10.83%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-12-26	Downgrade	Jefferies	Buy → Hold	$16
Feb-03-26	Downgrade	Piper Sandler	Overweight → Neutral	$20
Nov-04-25	Reiterated	BMO Capital Markets	Outperform	$30 → $24
Sep-26-25	Initiated	Stephens	Overweight	$30
Aug-07-25	Reiterated	BMO Capital Markets	Outperform	$38 → $30
Jun-17-25	Initiated	Piper Sandler	Overweight	$48
Apr-22-25	Initiated	Exane BNP Paribas	Outperform	$54
Feb-28-25	Downgrade	Stifel	Buy → Hold	$58 → $31
Jan-03-25	Downgrade	Raymond James	Outperform → Mkt Perform
Dec-31-24	Initiated	DA Davidson	Buy	$62
Nov-04-24	Upgrade	Jefferies	Hold → Buy	$35 → $50
Jul-23-24	Initiated	Robert W. Baird	Outperform	$43
Mar-01-24	Upgrade	BofA Securities	Underperform → Neutral	$40
Sep-18-23	Resumed	Morgan Stanley	Overweight	$25
Mar-09-23	Upgrade	BofA Securities	Underperform → Neutral	$16 → $20
Feb-09-23	Initiated	Raymond James	Outperform	$19
Jan-05-23	Downgrade	Jefferies	Buy → Hold	$15
Oct-21-22	Initiated	Goldman	Buy	$20
Sep-01-22	Initiated	Citigroup	Neutral	$15
Feb-01-22	Initiated	BMO Capital Markets	Market Perform	$15

Show Previous Ratings

Feb-25-26 07:05PM	Analyst Confidence Strong on Vertex (VERX) Following Fourth-Quarter Results (Insider Monkey) +10.83%
Feb-11-26 04:02PM	Vertex Inc (VERX) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic AI ... (GuruFocus.com) -13.78%
01:50PM	Vertex Q4 Earnings Call Highlights (MarketBeat)
12:32PM	Vertex, Inc. Q4 2025 Earnings Call Summary (Moby)
09:30AM	Compared to Estimates, Vertex (VERX) Q4 Earnings: A Look at Key Metrics (Zacks)
08:35AM	Loading…
08:35AM	Vertex (VERX) Q4 Earnings Match Estimates (Zacks)
08:11AM	Vertex Posts Narrower Loss In Q4 (RTT News)
07:41AM	Vertex: Q4 Earnings Snapshot (Associated Press Finance)
07:05AM	Vertex Announces Fourth Quarter and Full Year 2025 Financial Results (GlobeNewswire)
Feb-05-26 05:40PM	Paylocity (PCTY) Beats Q2 Earnings and Revenue Estimates (Zacks) +5.22%
Feb-03-26 08:00AM	Here Are Tuesdays Top Wall Street Analyst Research Calls: Adobe, Disney, Exxon Mobil, Lockheed Martin, Mastercard, Palantir Technologies, SoFi Technologies, and More (24/7 Wall St.) -15.13%
08:00AM	Vertex Report: U.S. Sees Record-Level Growth in Sales Tax Rates and Rules Changes in 2025 Amid Fiscal Uncertainty (GlobeNewswire)
Jan-22-26 01:53PM	Final Trades: Vertex Pharma, Kimberly-Clark, S&P Global and Exxon Mobil (CNBC TV) +5.04%
Jan-12-26 04:05PM	Vertex to Announce Fourth Quarter 2025 Financial Results on Wednesday, February 11, 2026 (GlobeNewswire)
Jan-06-26 09:00AM	Built In Honors Vertex in Its Esteemed 2026 Best Places To Work Awards (GlobeNewswire)
08:20AM	Loading…
08:20AM	Vertex (VERX) was Down -30% in Q3. Here's Why (Insider Monkey)
Dec-28-25 12:28PM	Vertex Inc. (VERX) Unveils AI-Powered Tax Compliance Solution (Insider Monkey)
Dec-05-25 08:00AM	Vertex and CPA.com Announce AI-Driven Expansion of Tax Compliance Services for Accounting Firms (GlobeNewswire)
Dec-04-25 09:49PM	Vertex, Inc. (VERX): A Bull Case Theory (Insider Monkey)
Nov-18-25 03:00PM	Vertex Configuration Agent for Microsoft Dynamics 365 Now Available in the Microsoft Marketplace (GlobeNewswire)
Nov-17-25 12:20PM	Goldman Sachs Remains Bullish on Vertex (VERX) After Q3 2025 Results (Insider Monkey)
Nov-05-25 06:46AM	Vertex price target lowered to $24 from $34 at BofA (TipRanks)
Nov-04-25 04:00PM	Why Vertex Stock Got Mashed on Monday (Motley Fool)
02:09PM	Committee stocks on the move: Uber and Vertex Pharma (CNBC TV)
09:35AM	After Plunging 17.7% in 4 Weeks, Here's Why the Trend Might Reverse for Vertex (VERX) (Zacks)
Nov-03-25 07:52PM	Vertex Falls 10% After Reporting Mixed Q3 Results (24/7 Wall St.) -9.65%
04:01PM	Vertex Inc (VERX) Q3 2025 Earnings Call Highlights: Strong Cloud Growth Amid Customer Challenges (GuruFocus.com)
07:15AM	Vertex: Q3 Earnings Snapshot (Associated Press Finance)
07:05AM	Vertex Announces Third Quarter 2025 Financial Results and $150 Million Class A Common Stock Repurchase Program (GlobeNewswire)
Oct-31-25 10:29PM	Wall Street Has a Mixed Opinion on Vertex, Inc (VERX) Ahead of Q3 Earnings (Insider Monkey)
04:00AM	Loading…
Oct-30-25 04:00AM	Vertex Appoints New Leader in Europe to Advance Product Innovation and Strengthen Compliance (GlobeNewswire)
Oct-28-25 10:00AM	Astera Labs, Inc. (ALAB) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
09:02AM	Vertex (VERX) Fell Due to Lowered Guidance (Insider Monkey)
Oct-27-25 05:15PM	Confluent (CFLT) Q3 Earnings and Revenues Beat Estimates (Zacks)
10:00AM	Vertex (VERX) Earnings Expected to Grow: Should You Buy? (Zacks)
Oct-23-25 09:55AM	Wall Street Analysts Believe Vertex (VERX) Could Rally 44.47%: Here's is How to Trade (Zacks)
Oct-21-25 08:30AM	Vertex Announces CEO Retirement and Succession Plan (GlobeNewswire)
Oct-20-25 09:52AM	Does Vertex (VERX) Demonstrate Favorable Long-Term Trend? (Insider Monkey) +5.43%
Oct-14-25 11:00AM	Vertex Achieves Oracle Validated Integration for Delivering a Proven, Repeatable Integration for Oracle's ERP Solution (GlobeNewswire)
Oct-09-25 08:20AM	Vertex, Kintsugi launch AI-powered tax automation solution (TipRanks)
Oct-08-25 08:00AM	Vertex and Kintsugi Launch AI-Powered Tax Automation Solution: Kintsugi powered by Vertex (GlobeNewswire)
Oct-06-25 07:30AM	Vertex to Announce Third Quarter 2025 Financial Results on Monday, November 3, 2025 (GlobeNewswire)
Oct-03-25 04:47AM	Vertex, (VERX) Touts e-Invoicing and Artificial Intelligence for Growth (Insider Monkey)
Oct-02-25 02:06PM	Final Trades: ServiceNow, Vertex Pharmaceuticals and the IJR (CNBC TV)
Sep-26-25 09:46AM	CarMax downgraded, Kenvue upgraded: Wall Street's top analyst calls (The Fly)
Sep-08-25 02:39PM	Calls of the Day: Abbvie, Vertex, Veeva and Vistra (CNBC TV) +7.86%
07:00AM	Vertex to Present at Goldman Sachs Communacopia + Technology Conference (GlobeNewswire)
Sep-04-25 12:10PM	Why Does Wall Street Has a Mixed Opinion About Vertex, Inc. (VERX) (Insider Monkey)
Aug-26-25 08:00AM	Vertex Commerce Study: Off-Peak Shopping Trends Demand Smarter Tax Tech for Retailers (GlobeNewswire)
Aug-25-25 06:30AM	AI Disruption Fear Sparks Investor Scrutiny of Software Stocks (Bloomberg)
Aug-07-25 12:08PM	Vertex (VERX) Hits New Low on Tempered Growth Outlook (Insider Monkey)
Aug-06-25 09:30AM	Here's What Key Metrics Tell Us About Vertex (VERX) Q2 Earnings (Zacks) -18.05%
08:20AM	Vertex (VERX) Q2 Earnings and Revenues Surpass Estimates (Zacks)
07:19AM	Vertex: Q2 Earnings Snapshot (Associated Press Finance)
07:05AM	Vertex Announces Second Quarter 2025 Financial Results (GlobeNewswire)
Aug-04-25 05:19PM	Vertex Pharmaceuticals reports earnings, beating EPS, revenue estimates (CNBC TV)
Jul-31-25 05:55PM	AppFolio (APPF) Q2 Earnings and Revenues Beat Estimates (Zacks)
Jul-30-25 10:00AM	Vertex (VERX) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
Jul-29-25 01:38PM	Nice (NICE) Moves 4.9% Higher: Will This Strength Last? (Zacks)
Jul-28-25 12:10PM	Will Vertex (VERX) Beat Estimates Again in Its Next Earnings Report? (Zacks)
08:00AM	Vertex Report: U.S. Sees Continued Acceleration in Sales Tax Rates and Rules Changes (GlobeNewswire)
Jul-15-25 12:11PM	Vertex (VERX) Moves 5.0% Higher: Will This Strength Last? (Zacks)
Jul-08-25 04:05PM	Vertex to Announce Second Quarter 2025 Financial Results on Wednesday, August 6, 2025 (GlobeNewswire)
Jul-02-25 08:51AM	Do You Believe in the Long-Term Growth Potential of Vertex, Inc. (VERX)? (Insider Monkey)
Jun-26-25 08:00AM	Vertex Expands Global Tax Integration Ecosystem with 65 New Enhancements (GlobeNewswire)
Jun-18-25 09:51AM	Roku upgraded, Sarepta downgraded: Wall Streets top analyst calls (TipRanks)
Jun-10-25 08:00AM	Vertex Joins Oracle's Enhanced PartnerNetwork Program (GlobeNewswire) -6.34%
May-19-25 08:00AM	Vertex Named a Finalist for 2025 SAP Pinnacle Award in the SAP Store Category (GlobeNewswire)
May-09-25 01:48PM	Trade Tracker: Kevin Simpon trims Alphabet, sells Vertex and buys Palantir (CNBC TV)
01:46PM	Final Trades: Vertex Pharma, Palantir, Wynn Resorts and Microsoft (CNBC TV)
May-08-25 06:45PM	Vertex to Present at 20th Annual Needham Technology, Media, & Consumer Conference (GlobeNewswire)
03:29PM	Vertex's $15M Investment Elevates Kintsugi To $150M ValuationThe Startup Aims To Simplify Tax Compliance For SMBs Worldwide (Benzinga)
03:13AM	Vertex Inc (VERX) Q1 2025 Earnings Call Highlights: Strong Revenue Growth Amid Strategic Investments (GuruFocus.com)
May-07-25 11:42PM	Vertex sees 14.6% revenue growth for 2025 with focus on new AI and e-invoicing investments (Seeking Alpha)
11:41PM	Vertex, Inc. (VERX) Q1 2025 Earnings Call Transcript (Seeking Alpha)
09:30AM	Compared to Estimates, Vertex (VERX) Q1 Earnings: A Look at Key Metrics (Zacks)
08:20AM	Vertex (VERX) Q1 Earnings and Revenues Top Estimates (Zacks)
07:19AM	Vertex: Q1 Earnings Snapshot (Associated Press Finance)
07:05AM	Vertex Announces First Quarter 2025 Financial Results (GlobeNewswire)
May-06-25 04:49PM	S&P 500 Gains & Losses Today: Stocks Fall for Second Day as Palantir, Pharmaceuticals Drop (Investopedia)
11:58AM	Top Stock Movers Now: Vertex, DoorDash, Constellation Energy, and More (Investopedia)
10:48AM	Vertex Pharmaceuticals Stock Sinks as Costs Soar (Investopedia)
08:00AM	Vertex Study: Global Tax and Finance Leaders Significantly Shift in Support of e-Invoicing (GlobeNewswire)
May-04-25 06:00AM	What To Expect in the Markets This Week (Investopedia)
May-01-25 10:01AM	StoneCo Ltd. (STNE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-30-25 02:04PM	Final Trades: Berkshire Hathaway, Vertex Pharma, S&P Global and CME Group (CNBC TV)
11:44AM	CI&T (CINT) Surges 6.0%: Is This an Indication of Further Gains? (Zacks)
10:01AM	Vertex (VERX) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
08:00AM	Vertex Announces Strategic Investment in AI Tax Compliance Startup Kintsugi (GlobeNewswire)
Apr-29-25 12:10PM	Will Vertex (VERX) Beat Estimates Again in Its Next Earnings Report? (Zacks)
09:35AM	Vertex (VERX) Stock Corrected in Q1 (Insider Monkey)
Apr-23-25 02:58PM	TimesSquare U.S. Small Cap Growth Strategy Q1 2025 Commentary (Seeking Alpha)
Apr-14-25 04:15PM	Vertex to Announce First Quarter 2025 Financial Results on Wednesday, May 7, 2025 (GlobeNewswire)
Apr-10-25 01:35PM	Final Trades: Vertex, Robinhood, Palo Alto and Crowdstrike (CNBC TV)
08:00AM	Vertex Expands Chief Strategy Office to Advance E-Invoicing and Global Compliance Initiatives (GlobeNewswire)
Mar-29-25 11:05AM	Vertex: More Appealing At A Lower Price, But Don't Rush In (Rating Upgrade) (Seeking Alpha)
Mar-27-25 05:34PM	Final Trades: Vertex Pharma, Netflix and the IYF (CNBC TV)
Mar-26-25 08:26AM	Vertex: Expectations Reset With Improved Fundamentals (Rating Upgrade) (SeekingAlpha)
08:00AM	Vertex Commerce Study: Returnuary's Growing Complexity Forces Retailers to Keep Pace (GlobeNewswire)
Mar-24-25 01:22PM	Trade Tracker: Steve Weiss buys Vertex Pharmaceuticals (CNBC TV)

Vertex, Inc. engages in the provision of tax compliance software solutions. The firm offers comprehensive solutions that automate end-to-end indirect tax processes for enterprises and mid-market companies with complex tax transactions. Its software enables tax determination, data management, compliance and reporting, and document management. The company was founded by Ray Westphal and Antoinette Westphal in 1978 and is headquartered in King of Prussia, PA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
DeStefano David	Director	Feb 24 '26	Option Exercise	0.00	109,233	0	1,307,500	Feb 26 04:18 PM
Young Christopher David	President and CEO	Feb 23 '26	Buy	12.18	60,000	730,794	60,000	Feb 25 04:15 PM
DeStefano David	Director	Feb 23 '26	Option Exercise	0.00	101,395	0	1,245,379	Feb 25 04:14 PM
Rowland Bryan T.R.	GENERAL COUNSEL	Feb 23 '26	Option Exercise	0.00	6,428	0	14,640	Feb 25 04:13 PM
SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Feb 23 '26	Option Exercise	0.00	30,305	0	148,682	Feb 25 04:12 PM
DeStefano David	Director	Feb 20 '26	Option Exercise	0.00	113,541	0	1,156,507	Feb 24 04:26 PM
SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Feb 20 '26	Option Exercise	0.00	39,766	0	126,975	Feb 24 04:26 PM
Rowland Bryan T.R.	GENERAL COUNSEL	Feb 20 '26	Option Exercise	0.00	7,108	0	9,188	Feb 24 04:25 PM
Leib Ryan J	Chief Accounting Officer	Feb 20 '26	Option Exercise	0.00	6,348	0	8,205	Feb 24 04:24 PM
ANDERSEN ERIC C.	Director	Feb 20 '26	Buy	12.91	40,000	516,400	150,341	Feb 23 04:47 PM
Westphal Jeffrey		Feb 13 '26	Buy	13.08	247,740	3,241,059	247,740	Feb 18 05:22 PM
Westphal Jeffrey		Feb 17 '26	Buy	12.53	150,000	1,880,235	397,740	Feb 18 05:22 PM
Rowland Bryan T.R.	GENERAL COUNSEL	Feb 10 '26	Option Exercise	0.00	4,088	0	4,680	Feb 12 04:18 PM
SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Feb 10 '26	Option Exercise	0.00	24,010	0	113,634	Feb 12 04:17 PM
Leib Ryan J	Chief Accounting Officer	Jan 30 '26	Option Exercise	0.00	4,019	0	4,479	Feb 03 04:15 PM
ITEM SECOND IRR. TRUST FBO ANN	13(D) GROUP MEMBER	Jun 24 '25	Sale	35.24	14,425	508,389	173,074	Jun 24 06:11 PM
ITEM SECOND IRR. TRUST FBO ANN	13(D) GROUP MEMBER	Jun 20 '25	Sale	35.12	8,832	310,172	188,009	Jun 24 06:11 PM
ITEM SECOND IRR. TRUST FBO ANN	13(D) GROUP MEMBER	Jun 23 '25	Sale	35.00	510	17,850	187,499	Jun 24 06:11 PM
ITEM SECOND IRR. TRUST FBO ANN	13(D) GROUP MEMBER	Jun 18 '25	Sale	35.93	157,874	5,672,634	196,841	Jun 18 07:18 PM
ITEM SECOND IRR. TRUST FBO ANN	13(D) GROUP MEMBER	Jun 17 '25	Sale	37.16	145,111	5,392,470	354,715	Jun 18 07:18 PM
ITEM SECOND IRR. TRUST FBO ANN	13(D) GROUP MEMBER	Jun 16 '25	Sale	36.87	78,248	2,884,722	499,826	Jun 18 07:18 PM
ITEM SECOND IRR. TRUST FBO ANN	Member of immediate family of	Jun 16 '25	Proposed Sale	37.17	405,000	15,053,850		Jun 16 11:39 AM
Westphal Jeffrey		Jun 09 '25	Sale	38.45	3,000,000	115,350,000	0	Jun 11 03:21 PM
Jeffrey Westphal	Other	Jun 09 '25	Proposed Sale	41.07	3,000,000	123,210,000		Jun 09 05:33 PM
Leib Ryan J	Chief Accounting Officer	May 13 '25	Sale	38.00	5,755	218,690	0	May 14 04:30 PM
DeStefano David	PRESIDENT & CEO	May 12 '25	Option Exercise	9.52	561,195	5,341,806	1,352,527	May 14 04:29 PM
DeStefano David	PRESIDENT & CEO	May 13 '25	Option Exercise	3.73	186,591	696,731	1,176,002	May 14 04:29 PM
DeStefano David	PRESIDENT & CEO	May 12 '25	Sale	37.32	363,116	13,553,207	989,411	May 14 04:29 PM
DeStefano David	PRESIDENT & CEO	May 13 '25	Sale	37.70	109,415	4,124,402	1,066,587	May 14 04:29 PM
Leib Ryan J	Officer	May 13 '25	Proposed Sale	38.00	5,755	218,690		May 13 02:27 PM
DeStefano David	Officer	May 13 '25	Proposed Sale	37.48	109,415	4,100,874		May 13 10:33 AM
DeStefano David	Officer	May 12 '25	Proposed Sale	39.32	363,116	14,277,721		May 12 01:23 PM
Rowland Bryan T.R.	GENERAL COUNSEL	Mar 19 '25	Option Exercise	4.63	32,105	148,505	43,360	Mar 21 04:03 PM
Rowland Bryan T.R.	GENERAL COUNSEL	Mar 19 '25	Sale	35.98	43,228	1,555,515	132	Mar 21 04:03 PM
Rowland Bryan T.R.	Officer	Mar 19 '25	Proposed Sale	35.98	43,228	1,555,514		Mar 19 04:21 PM
Gayton Bradley M	Director	Mar 04 '25	Buy	31.85	9,400	299,382	47,535	Mar 04 04:57 PM
Rowland Bryan T.R.	GENERAL COUNSEL	Feb 28 '25	Option Exercise	0.00	867	0	11,494	Mar 04 04:12 PM
SCHWAB JOHN R	CHIEF FINANCIAL OFFICER	Feb 28 '25	Option Exercise	0.00	1,721	0	90,556	Mar 04 04:12 PM
DeStefano David	PRESIDENT & CEO	Feb 28 '25	Option Exercise	0.00	28,568	0	805,945	Mar 04 04:11 PM

Open in Screener

MSFT

Microsoft Corporation

Feb 26 • 04:00PM ET

401.72

+1.12 0.28 %

Technology • Software - Infrastructure • USA • NASD

MSFT Microsoft Corporation daily Stock Chart

Peers: ORCL CRM ADBE IBM GOOGL PANW AMZN CSCO NVDA INTC

| Held by: VTI VOO IVV SPY VUG QQQ VGT IWF XLK IVW

Index	DJIA, NDX, S&P 500	P/E	25.13	EPS (ttm)	15.98	Insider Own	1.50%	Shs Outstand	7.43B	Perf Week	0.82%
Market Cap	2983.02B	Forward P/E	21.13	EPS next Y	19.01	Insider Trans	-0.18%	Shs Float	7.31B	Perf Month	-16.41%
Enterprise Value	3016.84B	PEG	1.16	EPS next Q	4.05	Inst Own	74.86%	Short Float	0.80%	Perf Quarter	-15.25%
Income	119.26B	P/S	9.77	EPS this Y	20.80%	Inst Trans	-0.64%	Short Ratio	1.84	Perf Half Y	-19.98%
Sales	305.45B	P/B	7.64	EPS next Y	15.39%	ROA	19.89%	Short Interest	58.41M	Perf YTD	-16.93%
Book/sh	52.61	P/C	33.34	EPS next 5Y	18.19%	ROE	34.39%	52W High	555.45 -27.68%	Perf Year	0.50%
Cash/sh	12.05	P/FCF	38.53	EPS past 3/5Y	12.24% 18.80%	ROIC	23.85%	52W Low	344.79 16.51%	Perf 3Y	61.19%
Dividend Est.	3.62 (0.90%)	EV/EBITDA	16.33	Sales past 3/5Y	12.42% 14.52%	Gross Margin	68.59%	Volatility	2.31% 2.58%	Perf 5Y	72.87%
Dividend TTM	3.48 (0.87%)	EV/Sales	9.88	EPS Y/Y TTM	28.60%	Oper. Margin	46.67%	ATR (14)	10.91	Perf 10Y	683.08%
Dividend Ex-Date	Feb 19, 2026	Quick Ratio	1.38	Sales Y/Y TTM	16.67%	Profit Margin	39.04%	RSI (14)	40.31	Recom	1.25
Dividend Gr. 3/5Y	10.21% 10.23%	Current Ratio	1.39	EPS Q/Q	59.69%	SMA20	-0.93%	Beta	1.09	Target Price	594.91
Payout	24.34%	Debt/Eq	0.32	Sales Q/Q	16.72%	SMA50	-10.13%	Rel Volume	1.07	Prev Close	400.60
Employees	228000	LT Debt/Eq	0.28	Earnings	Jan 28 AMC	SMA200	-17.35%	Avg Volume	31.72M	Price	401.72
IPO	Mar 13, 1986	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.07% 1.20%	Trades		Volume	33,887,619	Change	0.28%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-09-26	Downgrade	Melius	Buy → Hold
Feb-05-26	Downgrade	Stifel	Buy → Hold	$392
Feb-03-26	Resumed	Piper Sandler	Overweight	$600
Jan-29-26	Reiterated	Wells Fargo	Overweight	$630 → $615
Jan-29-26	Reiterated	Wedbush	Outperform	$625 → $575
Jan-29-26	Reiterated	Stifel	Buy	$520 → $540
Jan-29-26	Reiterated	Robert W. Baird	Outperform	$600 → $540
Jan-29-26	Reiterated	Piper Sandler	Overweight	$650 → $600
Jan-29-26	Reiterated	KeyBanc Capital Markets	Overweight	$630 → $600
Jan-29-26	Reiterated	JP Morgan	Overweight	$575 → $550
Jan-29-26	Reiterated	Goldman	Buy	$655 → $600
Jan-29-26	Reiterated	Evercore ISI	Outperform	$640 → $580
Jan-29-26	Reiterated	Deutsche Bank	Buy	$630 → $575
Jan-29-26	Reiterated	Citigroup	Buy	$660 → $635
Jan-29-26	Reiterated	BMO Capital Markets	Outperform	$625 → $575
Jan-29-26	Reiterated	Bernstein	Outperform	$645 → $641
Jan-29-26	Reiterated	Barclays	Overweight	$610 → $600
Jan-26-26	Reiterated	Stifel	Buy	$640 → $520
Jan-23-26	Reiterated	UBS	Buy	$650 → $600
Jan-21-26	Reiterated	Mizuho	Outperform	$640 → $620

Show Previous Ratings

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04:42PM	Nvidia Fails to ReassureHeard on the Street Recap (The Wall Street Journal)
04:10PM	Loading…
04:10PM	CoreWeave slides as surging capex, backlog risks overshadow small revenue beat (Reuters)
04:09PM	Dell forecasts fiscal 2027 revenue above estimates on rising AI server demand (Reuters)
04:02PM	Intuit expects profit below estimates on higher marketing spend during US tax season (Reuters)
03:37PM	The AI Trade Is Alive and Living in Industrials, Small-Caps, and Asia (Barrons.com)
03:32PM	What is "AI" Cap-Ex Doing? (Zacks)
03:01PM	Accenture PLC Sees Complete Exit by MS Global Franchise Portfolio with a -2.15% Impact (GuruFocus.com)
02:40PM	Nvidia expects gaming chips shortage to last until year-end (Reuters)
02:30PM	The next catalysts for AI hyperscalers (Yahoo Finance Video)
02:19PM	Smartphone market set for biggest-ever decline in 2026 on memory price surge, IDC says (Reuters)
01:52PM	Software's Slump May Be Over. Microsoft, ServiceNow Stock Charts Scream 'Buy.' (Barrons.com)
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01:20PM	QQQ Pays Nothing, But Still Fits Into a 2026 Portfolio Built for Total Return (24/7 Wall St.)
12:23PM	Nasdaq Stress Gauge Just Hit 2022 Levels - Is A Short-Term Bottom Brewing? (Benzinga)
12:03PM	Nvidia stock falls as Q4 beat, guidance fail to satisfy Wall Street (Yahoo Finance)
11:59AM	META Taps AMD GPUs to Build AI Infra: What's Ahead for the Stock? (Zacks)
11:53AM	AI Push Provides a Boost to GOOGL's Cloud Business: More Upside Ahead? (Zacks)
11:52AM	ETFs to Buy as NVIDIA Shares Gain Following Q4 Earnings Beat (Zacks)
11:51AM	The White House Portfolio Is Now Worth $9.7 Trillion - And It's Telling Investors Exactly What To Buy (Benzinga)
10:53AM	Dow Jones opens up but Nasdaq falls as Nvidia drops (Proactive)
10:45AM	Skybridge's Anthony Scaramucci: US economy will recover if it has stable political policy (Yahoo Finance)
10:42AM	'Magnificent Seven' stumble - except for Microsoft (MarketWatch)
10:41AM	These twists on the S&P 500 have been standout investments in 2026 (MarketWatch)
10:29AM	The Nasdaq Falls 1.9%. Nvidia Stock Keeps Dropping. (Barrons.com)
10:26AM	Can IBM's New Defense Contract Win Boost Top-Line Growth? (Zacks)
10:24AM	IonQ Earnings Beat, Guidance Above Views. Quantum Firm Targets Q4 2026 Milestone. (Investor's Business Daily)
10:15AM	Warren Buffett's Favorite Soda Is Now More 'Expensive' Than Microsoft (Benzinga)
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09:44AM	Nvidia's stock opens lower despite the upbeat report (MarketWatch)
09:19AM	Fabrinet and Fiverr International have been highlighted as Zacks Bull and Bear of the Day (Zacks)
08:50AM	NVIDIA Crushes All Estimates in Q4 Earnings, Says AI Frenzy Is Not Over (Zacks)
08:12AM	Will Regulating AI Cripple AI Stocks? (24/7 Wall St.)
08:08AM	Amazon Investment in OpenAI May Hinge on IPO or AGI Milestone (GuruFocus.com)
07:58AM	CoreWeaves Growth Is Booming. Will Earnings Move the Stock? (Barrons.com)
07:39AM	Nvidia Stock Rises on Strong Outlook. The Rest of the "Magnificent Seven" In Red (GuruFocus.com)
07:14AM	Tradeable bounce is developing in software stocks, Raymond James says (Investing.com)
07:11AM	Magnificent Risk: Why Nvidia And Microsoft Are At The Center Of El-Erian's 'Rational Bubble' (Benzinga)
07:02AM	Hidden AI Costs? Big Tech Hyperscalers Hold $662 Billion In Off-Balance-Sheet Data Center Leases: Report (Benzinga)
06:42AM	Anthropic Excites But Doesn't Replace (GuruFocus.com)
06:37AM	Software Selling May Be Exhausted (GuruFocus.com)
06:11AM	US stock futures waver as Nvidia's blockbuster results draw muted response (Reuters)
05:27AM	Wayve raises $1.2bn in Series D funding for global autonomous vehicle rollout (Verdict)
05:23AM	Department Of Energy Loans Record $26.5 Billion To Boost Southern Power Grid, Targets Massive Cost Savings (Benzinga)
04:39AM	WPP Overhauls Structure, Slashes Dividend in Turnaround Plan (The Wall Street Journal)
03:48AM	Advertising giant WPP to cut £500m in costs in radical overhaul (The Telegraph)
03:00AM	Bernie Sanders Targets Elon Musk, Jeff Bezos, Mark Zuckerberg In Senate Speech, Proposes Ban On New AI Data Centers: 'Long Overdue' (Benzinga)
02:53AM	FTSE 100 Live: London stocks to open higher as 'HALO' trade coined (Proactive)
02:30AM	Morgan Stanley predicts AI wont let you retire early: Instead, youll have to train for jobs that dont exist yet (Fortune)
01:25AM	Nvidia CEO Jensen Huang Pushes Back On Fears Surrounding Big Tech's $700 Billion CapEx Surge: 'Compute Equals Revenues' In The New AI World (Benzinga)
Feb-25-26 09:05PM	Amazon's $50 billion OpenAI investment may depend on IPO or AGI, The Information reports (Reuters)
06:13PM	Quantum Computing Stocks: IonQ Earnings, Revenue Beat Amid Acquisitions (Investor's Business Daily)
06:11PM	Nvidia smashes forecasts with record quarter as AI boom rolls on (AFP)
06:03PM	Wall Street extends tech-powered rally as AI; Nvidia reports (Reuters Videos)
05:43PM	Jensen Huang Defends Controversial Depreciation Schedules (Barrons.com)
05:30PM	'Big Short' Investor Michael Burry Draws Parallel Between Nvidia and This 1920s Era Hot Stock: 'You Would Have Lost Money' (Benzinga)
05:03PM	Zoom forecasts quarterly profit below estimates amid tough competition (Reuters)
04:57PM	Nvidias Q4 Earnings Reveal a $68B Monopoly Tax on the Modern Internet (Moby)
04:34PM	Nvidia forecasts upbeat quarterly sales as AI boosts chip demand (Reuters)
04:17PM	Trump Summons Amazon, Google, Meta to Sign Power-Cost Pledge (Bloomberg)
04:09PM	Big Tech companies to meet Trump at White House to sign pledge on data center power costs (CNBC TV)
03:35PM	AI Overdrive: Why Big Tech Is Spending More Than During The Dot-Com Boom (Benzinga)
03:26PM	Why Smart Investors Are Loading Up on This Top Vanguard ETF Right Now (24/7 Wall St.)
03:23PM	Software Isn't Dead Yet. These Stocks Could Rally Back First. (Barrons.com)
02:33PM	Microsoft and Starlink explore new rural internet plan (TheStreet)
01:56PM	Stripe Quietly Signals IPO Readiness (GuruFocus.com)
01:54PM	Microsoft Stock Climbs After AI Fears Ease on Anthropic's Comments (GuruFocus.com)
01:40PM	Intel Is Up 90% in 12 Months. Can It Actually Sustain This Comeback in 2026? (24/7 Wall St.)
01:34PM	VOO Has Made Millionaires, But Its 1.1% Yield Worries Retirees (24/7 Wall St.)
01:01PM	Samsung unveils Galaxy S26; lifts prices in key markets amid chip price surge (Reuters)
12:54PM	Wayve Raises $1.5 Billion at $8.6 Billion Valuation (GuruFocus.com)
12:08PM	Nvidia's Rise Just Created A New $2 Trillion Giant (Benzinga)
12:07PM	White House to host Big Tech in pledge to rein in power costs (Reuters)
12:02PM	Microsoft Reaffirms OpenAI Partnership, Signals AI Capex Discipline (GuruFocus.com)
11:37AM	Nvidia Q4 Earnings on Deck -- May Shake the Entire AI Market (GuruFocus.com)
11:23AM	Will Nvidia Beat Earnings Estimates? 84% Of Benzinga Readers Say This (Benzinga)
11:14AM	Trump lays out a new ground rule for Big Tech's AI build-out: Bring your own power (Yahoo Finance)
10:57AM	Should You Add MongoDB Stock to Your Portfolio Ahead of Q4 Earnings? (Zacks)
10:52AM	AI Efforts & Rich Partner Base: Adobe Stock Set for Recovery? (Zacks)
10:25AM	HSBC defends enterprise software with valuations at historic lows (TipRanks)
10:07AM	AI Stocks At Crossroads As Nvidia, Snowflake, CoreWeave, Salesforce Step Into Spotlight (Investor's Business Daily)
10:00AM	Nvidia Earnings Slam Into Market With No Patience for AI Hiccups (Bloomberg)
10:00AM	Zacks Investment Ideas feature highlights: Microsoft, Meta Platforms, Alphabet, Amazon, NVIDIA, IGV and MNDY (Zacks)
09:55AM	Nasdaq lead gains as tech stocks resurgent ahead of Nvidia and Salesforce earnings (Proactive)
09:07AM	Nvidia Participates in $1.2 Billion Fundraising for Robo-Taxi AI Company Wayve (Barrons.com)
08:54AM	AIs Future, What To Do When You Get Fired? (24/7 Wall St.)
08:52AM	The More Nvidia Sells, The Faster Its Monopoly May Erode (Benzinga)
08:47AM	Stock Market Today: Dow Rises Ahead Of Nvidia Earnings; First Solar Plunges On Weak Revenue Outlook (Live Coverage) (Investor's Business Daily)
08:07AM	ETFs to Buy as META-AMD Sign $100 Billion Worth AI Chip Deal (Zacks)
07:04AM	AI Panic Is Opportunity for Stock Pickers, Morgan Stanley Says (Bloomberg)
07:00AM	DATA Communications Management Corp. to Announce Fourth Quarter and Fiscal 2025 Results on March 11, 2026 (TMX Newsfile)
06:46AM	Wayve raises $1.2bn Series D to scale robotaxi plans (Just Auto)
06:26AM	The Stock Market Wants an Earnings Blowout From Nvidia. It Could Make Things Worse. (Barrons.com)
06:26AM	Market AI Fears Ease. Nvidia, DeepSeek, Anthropic Could Reignite the Panic. (Barrons.com)
06:02AM	Teetering US tech trade puts anchor on market as Nvidia test looms (Reuters)
05:30AM	Skeptical Investors Are Hunting for Ways to Short the AI Frenzy (The Wall Street Journal)
05:14AM	Nvidia Stock Rises Ahead of Earnings (Barrons.com)
04:34AM	Microsoft, Nvidia-Backed Wayve Gets $1.5 Billion Funding Boost For Robotaxi Tech Rollout (Benzinga)
03:27AM	Microsoft Japan raided over suspected violation of anti-monopoly law, source says (Reuters)

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
STANTON JOHN W	Director	Feb 18 '26	Buy	397.35	5,000	1,986,750	83,905	Feb 18 06:14 PM
SMITH BRADFORD L	Vice Chair and President	Apr 23 '25	Buy	377.46	3,842	1,450,221	455,439	Dec 12 06:20 PM
SMITH BRADFORD L	Vice Chair and President	May 05 '25	Sale	438.82	3,812	1,672,781	451,597	Dec 12 06:20 PM
SMITH BRADFORD L	Vice Chair and President	Apr 30 '25	Sale	390.57	30	11,717	455,409	Dec 12 06:20 PM
Numoto Takeshi	EVP, Chief Marketing Officer	Dec 04 '25	Sale	478.72	2,850	1,364,352	55,782	Dec 05 05:58 PM
Althoff Judson	CEO Microsoft Commercial	Dec 02 '25	Sale	491.52	12,750	6,266,829	129,349	Dec 03 06:09 PM
Numoto Takeshi	Officer	Dec 03 '25	Proposed Sale	477.73	6,000	2,866,380		Dec 03 04:45 PM
Althoff Judson	Officer	Dec 02 '25	Proposed Sale	491.52	12,750	6,266,832		Dec 02 11:34 AM
SMITH BRADFORD L	Vice Chair and President	Nov 03 '25	Sale	518.64	38,500	19,967,707	461,597	Nov 04 06:03 PM
BRADFORD SMITH	Officer	Nov 03 '25	Proposed Sale	518.64	38,500	19,967,705		Nov 03 04:21 PM
Nadella Satya	Chief Executive Officer	Sep 03 '25	Sale	504.78	149,205	75,315,121	790,852	Sep 04 06:01 PM
SATYA NADELLA	Director	Sep 03 '25	Proposed Sale	505.12	149,205	75,366,430		Sep 03 04:31 PM
Numoto Takeshi	EVP, Chief Marketing Officer	Aug 12 '25	Sale	527.32	4,850	2,557,506	39,111	Aug 13 06:03 PM
Numoto Takeshi	Officer	Aug 05 '25	Proposed Sale	527.75	4,870	2,570,142		Aug 05 04:55 PM
Numoto Takeshi	EVP, Chief Marketing Officer	Jun 03 '25	Sale	463.00	3,000	1,389,000	43,930	Jun 04 06:00 PM
Numoto Takeshi	EVP, Chief Marketing Officer	May 30 '25	Sale	460.01	1,000	460,008	47,058	Jun 02 06:08 PM
Numoto Takeshi	Director	May 28 '25	Proposed Sale	457.83	4,000	1,831,340		May 28 02:38 PM
Hogan Kathleen T	EVP, Strategy	May 21 '25	Sale	453.77	21,500	9,756,152	134,888	May 22 06:06 PM
Hogan Kathleen T	Officer	May 21 '25	Proposed Sale	453.77	21,500	9,756,151		May 21 04:09 PM
Althoff Judson	EVP, Chief Commercial Officer	May 19 '25	Sale	458.18	16,000	7,330,817	98,010	May 20 06:01 PM
Althoff Judson	Officer	May 19 '25	Proposed Sale	450.88	16,000	7,214,000		May 19 02:44 PM
Coleman Amy	EVP, Chief Human Resources Off	May 15 '25	Sale	452.01	13,243	5,985,886	43,100	May 16 06:07 PM
Coleman Amy	Officer	May 15 '25	Proposed Sale	452.00	2,672	1,207,754		May 15 06:01 PM
Coleman Amy	Officer	May 15 '25	Proposed Sale	452.00	10,571	4,778,132		May 15 05:58 PM
SMITH BRADFORD L	Vice Chair and President	May 02 '25	Sale	436.05	75,000	32,703,925	476,999	May 06 06:16 PM
SMITH BRADFORD L	Vice Chair and President	May 05 '25	Sale	433.17	6,000	2,599,020	471,036	May 06 06:16 PM
BRADFORD SMITH	Officer	May 05 '25	Proposed Sale	433.17	6,000	2,599,020		May 05 04:02 PM
SMITH BRADFORD L	Officer	May 02 '25	Proposed Sale	436.00	75,000	32,700,017		May 02 08:06 PM

VERX

Vertex Inc

MSFT

Microsoft Corporation

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