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USTechnology

Vertex (VERX)

US · Technology · Software - Application

$12.30-2.23%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$204.0M
Revenue YoY
+10.5%
Net profit
$9.0M
EPS
$0.14
EPS estimate
$0.13
Net margin
4.4%

EPS came in at 0.14 against a street estimate of 0.13 — a beat of 7.7%.

Key statistics

Market cap
$1.99B
P/E
613.0
Forward P/E
10.5
P/B
8.25
Book value
$1.53
EPS (TTM)
$0.02
52-week high
$26.54
52-week low
$10.21
50-day MA
$12.85
200-day MA
$14.48
Beta
0.82

Analyst view

Analysts rate Vertex a buy (10 buy, 5 hold, 0 sell out of 15) with an average price target of $17.15.

From the latest earnings call · 2026-08-03

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…

Full summary in the app.

Shareholding

Insiders
9.01%
Institutions
95.56%

Largest institutional holders

FundStake
BlackRock Inc3.49%
UBS Group AG3.37%
Vanguard Portfolio Management, LLC2.95%
Morgan Stanley - Brokerage Accounts2.65%
Tensile Capital Management LP2.10%
JPMorgan Chase & Co2.08%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND1.96%
Vanguard Capital Management, LLC1.92%

Recent filings & reports

DocumentDate
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
Current report · Q2 2026
VERTEX, INC. (VERX) - FORM 8-K SUMMARY HEADLINE NUMBERS • Company announced a global Value Creation Plan on April 28, 2026 • Workforce reduction of
2026-04-28
Proxy statement · Q2 2026
VERTEX, INC. – 2026 PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of Three Directors – Eric Andersen, David DeStefa
2026-04-27
Annual report FY2025
VERTEX, INC. – FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market Capitalization (as of June 30, 2025): $2.55 billion (non-affiliate h
2026-02-24

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Data updated 2026-09-18.