US · Technology · Software - Application
EPS came in at 0.19 against a street estimate of 0.16 — a beat of 18.8%.
Analysts rate Vertex a buy (6 buy, 8 hold, 0 sell out of 14) with an average price target of $17.08.
MIXED Q2 beat on revenue and EBITDA with 10.5% growth and 33% EBITDA expansion. Cloud migrations slower than expected; guided down 18% cloud growth. E-invoicing strong. New leadership team hired. Q2 2026 Geographic detail not disclosed. E-invoicing momentum noted across all regions; France/Germany/Spain mandates driving activity. Analysts pressed on cloud slowdown permanence, AI customer adoption barriers, and e-invoicing timing. Management clarified as timing/mix issue, deployed sales model mitigating risk aversion, and mandate-driven uplift embedded in guidance. Key debate: whether low cloud conversion and elongated cycles are new normal. 2026-08-03…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 3.84% |
| Vanguard Portfolio Management, LLC | 3.07% |
| Morgan Stanley - Brokerage Accounts | 2.55% |
| Brown Advisory Holdings Inc | 2.19% |
| Vanguard Capital Management, LLC | 1.96% |
| Tensile Capital Management LP | 1.79% |
| JPMorgan Chase & Co | 1.56% |
| D. E. Shaw & Co LP | 1.35% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Vertex, Inc. reported third-quarter 2026 revenue of $213,275 thousand, up from $192,112 thousand in the third quarter of 2025. • | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $213.3 million, up 11.0% year-over-year. • Software subscription revenue was $181.7 million, up 10.2%. • Clo | 2026-11-04 |
| Board / officer change · Q4 2026 OTHER NOTABLE POINTS • Vertex, Inc. appointed Debanjan Saha to its Board of Directors, effective October 7, 2026. • Mr. Saha will serve as a Class I | 2026-10-01 |
| Quarterly report · Q2 2026 VERTEX, INC. – FORM 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Revenue (6 months): $400.6 million (2026) vs. $361.6 million (2025) – up 10.8% - Sof | 2026-08-04 |
| Results announced · Q3 2026 VERTEX, INC. — Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenues: $204.0 million, up 10.5% year-over-year • Software subscription revenues: | 2026-08-03 |
| Shareholder vote results · Q2 2026 VERTEX, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held June 10, 2026 • Three directors elected to serve until 2029 A | 2026-06-11 |
| Quarterly report · Q1 2026 VERTEX, INC. - Q1 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total Q1 2026 Revenues: $196.6 million (up 11% vs. Q1 2025's $177.1 million) | 2026-05-07 |
| Results announced · Q2 2026 VERTEX, INC. Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenues: $196.6 million, up 11.1% year-over-year • Software subscription revenues: $ | 2026-05-07 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.