VERX

Vertex Inc

15.32

Oct 30 • 3:59 PM ET +0.46 (3.10%)

15.45

Aftermarket • 7:30 PM ET +0.13 (0.85%)

Technology Software - Application USA Mid NASD

Peers: WK BL BILL DFIN SPSC INTU TRI DSGX SAP HRB

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

Scroll to Statements

Index	RUT
Market Cap	2.49B
Enterprise Value	2.58B
Income	3.58M
Sales	787.44M
Book/sh	1.49
Cash/sh	1.58
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	0.00%
Employees	2100
IPO	Jul 29, 2020

P/E	712.56
Forward P/E	15.07
PEG	0.62
P/S	3.16
P/B	10.27
P/C	9.67
P/FCF	34.31
EV/EBITDA	21.48
EV/Sales	3.27
Quick Ratio	0.86
Current Ratio	0.86
Debt/Eq	1.45
LT Debt/Eq	1.43
Option/Short	Yes / Yes

EPS (ttm)	0.02
EPS next Y	1.02
EPS next Q	0.22
EPS this Y	28.30%
EPS next Y	23.77%
EPS next 5Y	24.36%
EPS past 3/5Y	- -
Sales past 3/5Y	15.04% 14.84%
EPS Y/Y TTM	106.83%
Sales Y/Y TTM	10.83%
EPS Q/Q	1033.33%
Sales Q/Q	10.52%
Earnings	Nov 04 AMC
EPS/Sales Surpr.	4.82% 0.87%

Insider Own	53.83%
Insider Trans	-0.01%
Inst Own	46.21%
Inst Trans	-6.70%
ROA	0.30%
ROE	1.46%
ROIC	0.61%
Gross Margin	59.86%
Oper. Margin	1.08%
Profit Margin	0.45%
SMA20	10.93%
SMA50	16.49%
SMA200	15.29%
Trades

Shs Outstand	79.41M
Shs Float	74.90M
Short Float	7.33%
Short Ratio	3.20
Short Interest	5.49M
52W High	23.30 -34.25%
52W Low	10.21 50.05%
Volatility	3.83% 4.18%
ATR (14)	0.59
RSI (14)	70.21
Beta	0.81
Rel Volume	0.84
Avg Volume	1.71M
Volume	1,430,780

Perf Week	-0.45%
Perf Month	24.55%
Perf Quarter	14.33%
Perf Half Y	16.15%
Perf YTD	-23.28%
Perf Year	-32.21%
Perf 3Y	-32.92%
Perf 5Y	-26.42%
Perf 10Y	-
Recom	2.12
Target Price	17.08
Prev Close	14.86
Price	15.32
Change %	3.10%

Consensus

Buy

Avg. Price Target

$17.08

Implied Upside

+11.5%

Analysts12incl. previous ratings

Rating Distribution5 Buy · 7 Hold · 0 Sell

Date	Action	Analyst	Rating Change	Price Target Change	Implied Upside
Aug 04, 2026	Reiterated	BBMO Capital Markets	Market Perform	$14 → $15	-2.1%
Jul 21, 2026	Downgrade	MMorgan Stanley	Overweight → Equal-Weight	$15	-2.1%
Jun 29, 2026	Initiated	TTD Cowen	Buy	$14	-8.6%
May 08, 2026	Reiterated	BBMO Capital Markets	Outperform	$14 → $17	+11.0%
Feb 12, 2026	Downgrade	JJefferies	Buy → Hold	$16	+4.4%
Feb 03, 2026	Downgrade	PPiper Sandler	Overweight → Neutral	$20	+30.5%
Nov 04, 2025	Reiterated	BBMO Capital Markets	Outperform	$30 → $24	+56.7%
Sep 26, 2025	Initiated	SStephens	Overweight	$30	+95.8%
Aug 07, 2025	Reiterated	BBMO Capital Markets	Outperform	$38 → $30	+95.8%
Jun 17, 2025	Initiated	PPiper Sandler	Overweight	$48	+213.3%
Apr 22, 2025	Initiated	EExane BNP Paribas	Outperform	$54	+252.5%
Feb 28, 2025	Downgrade	SStifel	Buy → Hold	$58 → $31	+102.3%
Jan 03, 2025	Downgrade	RRaymond James	Outperform → Mkt Perform
Dec 31, 2024	Initiated	DDA Davidson	Buy	$62	+304.7%
Nov 04, 2024	Upgrade	JJefferies	Hold → Buy	$35 → $50	+226.4%
Jul 23, 2024	Initiated	RRobert W. Baird	Outperform	$43	+180.7%
Mar 01, 2024	Upgrade	BBofA Securities	Underperform → Neutral	$40	+161.1%
Sep 18, 2023	Resumed	MMorgan Stanley	Overweight	$25	+63.2%
Mar 09, 2023	Upgrade	BBofA Securities	Underperform → Neutral	$16 → $20	+30.5%
Feb 09, 2023	Initiated	RRaymond James	Outperform	$19	+24.0%

Oct-27-26 08:26PM	Vertex Heads Into Q3 Needing Cloud And E-Invoicing Proof After 25% Rally (Earnings Whispers)
Oct-26-26 01:01PM	Vertex Introduces Vertex Sol, a Connected, AI-Powered Tax and Compliance Experience (GlobeNewswire)
Oct-20-26 08:05AM	Vertex AI and Data Leader Sarah Vlasic Named a 2026 Info-Tech Women Leading IT Award Winner (GlobeNewswire) +5.84%
Oct-15-26 04:05PM	Vertex to Announce Third Quarter 2026 Financial Results on Wednesday, November 4, 2026 (GlobeNewswire) +7.22%
08:00AM	Vertex Delivers Enhanced Value to Customers with Vertex O Series Tax Engine for Oracle Deployed on Oracle Cloud (GlobeNewswire)
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Oct-09-26 11:36AM	Is Vertex Stock Worth More Than Its Competitors? (Trefis)
Oct-01-26 08:00AM	Vertex Appoints DataRobot CEO Debanjan Saha to Board of Directors (GlobeNewswire)
Sep-03-26 08:30AM	Vertex to Present at the Goldman Sachs Communacopia + Technology Conference (GlobeNewswire)
Aug-13-26 08:00AM	Vertex Report: Rising Sales Tax Rates Signal a New Era of Tax Volatility (GlobeNewswire) +7.72%
Aug-04-26 08:00AM	Vertex Expands Leadership Team to Power the Next Chapter of Growth (GlobeNewswire) -7.54%
01:04AM	Vertex Inc (VERX) (Q2 2026) Earnings Call Highlights: Revenue Growth and AI Momentum Drive ... (GuruFocus.com)
Aug-03-26 04:36PM	Vertex: Q2 Earnings Snapshot (Associated Press)
04:03PM	Vertex Announces Second Quarter 2026 Financial Results (GlobeNewswire)
Jul-30-26 10:05AM	New Vertex Research Signals a Turning Point for Indirect Tax and Compliance: The Rise of Decision-to-Defense (GlobeNewswire) -5.41%
Jul-16-26 09:06AM	Collect 9.8% On VRTX Stock Now, And Still Keep 15% Of Upside (Trefis)
04:30PM	Loading…
Jul-14-26 04:30PM	Vertex to Announce Second Quarter 2026 Financial Results on Monday, August 3, 2026 (GlobeNewswire)
Jul-07-26 06:36AM	Vertex signs agreement to acquire Crinetics for $10bn (Pharmaceutical Business Review)
Jun-01-26 08:00AM	Vertex to Present at the 46th Annual William Blair Growth Stock Conference (GlobeNewswire) +12.06%
May-19-26 07:00AM	New Vertex Research Highlights Rising Revenue Risk from IT, Tax, and Finance Misalignment (GlobeNewswire)
May-08-26 05:00PM	Vertex Inc (VERX) Q1 2026 Earnings Call Highlights: Strong Growth in Cloud Revenue and ... (GuruFocus.com) -6.83%
May-07-26 07:25AM	Vertex: Q1 Earnings Snapshot (Associated Press) +15.88%
07:00AM	Vertex Announces First Quarter 2026 Financial Results (GlobeNewswire)
Apr-24-26 01:40PM	Google is replacing Vertex AI with a new platform for building enterprise AI agents (Quartz) +7.10%
Apr-13-26 08:00AM	Vertex to Announce First Quarter 2026 Financial Results on Thursday, May 7, 2026 (GlobeNewswire) +7.04%
Apr-08-26 06:10AM	Halozyme and Vertex sign deal for Hypercon technology (Pharmaceutical Business Review)
Apr-07-26 08:00AM	Vertex Advances AI-Powered Capabilities to Improve How Enterprises Execute Compliance (GlobeNewswire)
Mar-20-26 10:40AM	CA Sri Lanka introduces new business law and compliance faculty (The Accountant)
Mar-17-26 08:30AM	Vertex Now Available on Oracle Marketplace (GlobeNewswire)
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%
04:02PM	Loading…
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)
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)
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)
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)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
DeStefano David	Director	May 28 '26	Sale	12.75	6,460	82,365	197,572	Jun 01 04:17 PM
David DeStefano	director	May 28 '26	Proposed Sale	12.75	6,460	82,365		May 28 01:40 PM
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

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.

CEOMr. Christopher David Young

Co-Owner & Independent DirectorMs. Amanda Westphal Radcliffe

Co-Owner & Independent DirectorMs. Stefanie Westphal-Lucas Thompson

Chief Financial OfficerMr. John R. Schwab

Senior VPMr. Bryan T. R. Rowland

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VERX

Vertex Inc

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