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VERX

Vertex Inc

Mar 04 • 04:00PM ET

15.15

+0.51 3.48 %

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

Scroll to Statements

Index	RUT	P/E	349.08	EPS (ttm)	0.04	Insider Own	54.58%	Shs Outstand	77.58M	Perf Week	13.14%
Market Cap	2.42B	Forward P/E	17.22	EPS next Y	0.88	Insider Trans	0.57%	Shs Float	72.66M	Perf Month	-18.98%
Enterprise Value	2.44B	PEG	0.89	EPS next Q	0.16	Inst Own	53.28%	Short Float	10.44%	Perf Quarter	-21.18%
Income	7.21M	P/S	3.24	EPS this Y	15.20%	Inst Trans	-0.69%	Short Ratio	3.65	Perf Half Y	-39.35%
Sales	748.44M	P/B	9.35	EPS next Y	19.34%	ROA	0.59%	Short Interest	7.58M	Perf YTD	-24.14%
Book/sh	1.62	P/C	7.16	EPS next 5Y	19.25%	ROE	3.29%	52W High	42.44 -64.30%	Perf Year	-52.96%
Cash/sh	2.11	P/FCF	34.96	EPS past 3/5Y	- -	ROIC	1.19%	52W Low	11.86 27.69%	Perf 3Y	0.20%
Dividend Est.	-	EV/EBITDA	24.06	Sales past 3/5Y	15.04% 14.84%	Gross Margin	60.23%	Volatility	5.47% 7.80%	Perf 5Y	-47.49%
Dividend TTM	-	EV/Sales	3.25	EPS Y/Y TTM	113.76%	Oper. Margin	0.08%	ATR (14)	0.97	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	0.97	Sales Y/Y TTM	12.25%	Profit Margin	0.96%	RSI (14)	50.58	Recom	2.00
Dividend Gr. 3/5Y	- -	Current Ratio	0.97	EPS Q/Q	89.85%	SMA20	9.58%	Beta	0.72	Target Price	18.77
Payout	0.00%	Debt/Eq	1.35	Sales Q/Q	9.11%	SMA50	-12.01%	Rel Volume	0.79	Prev Close	14.64
Employees	2100	LT Debt/Eq	1.34	Earnings	Feb 11 BMO	SMA200	-40.28%	Avg Volume	2.08M	Price	15.15
IPO	Jul 29, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	4.10% 0.20%	Trades		Volume	1,640,836	Change	3.48%

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-27-26 08:00AM	Vertex to Present at Upcoming Conferences (GlobeNewswire)
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	Loading…
09:30AM	Compared to Estimates, Vertex (VERX) Q4 Earnings: A Look at Key Metrics (Zacks)
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)
09:00AM	Loading…
Jan-06-26 09:00AM	Built In Honors Vertex in Its Esteemed 2026 Best Places To Work Awards (GlobeNewswire)
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)
10:29PM	Loading…
Oct-31-25 10:29PM	Wall Street Has a Mixed Opinion on Vertex, Inc (VERX) Ahead of Q3 Earnings (Insider Monkey)
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)

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

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VERX

Vertex Inc

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