Vertex, Inc. VERX
Set alert
At close
Pre-market · Nov 3, 7:11 AM ET
- YTD
- -20.73%
- 1 year
- -23.49%
- Open
- 15.29
- Prev close
- 15.32
- Mkt cap
- 2.57B
- Vol
- 1.51M
- Avg vol
- 1.66M
- EPS
- 0.01
- P/E
- 1583.00
- Div yield
- 0.00%
More statistics
- Low
- 15.27
- High
- 16.17
- Forward P/E
- 15.48
- Beta
- 0.75
- Short ratio
- 4.05
- Inst. own
- 95.05%
- Dividend
- 0.00
- Ex-div date
- Earnings
- Nov 4, 2026
- 50-d avg
- 13.15
- 200-d avg
- 13.29
- 1y target
- 17.08
5Y chart
Events in this range
- Aug 6, 2025Earnings: 0.15; estimate 0.14; surprise 7.14%
- Nov 3, 2025Earnings: 0.17; estimate 0.17; surprise 0%
- Feb 11, 2026Earnings: 0.17; estimate 0.17; surprise 0%
- May 7, 2026Earnings: 0.17; estimate 0.16; surprise 6.25%
- Jun 29, 2026Rating: TD Cowen · — → Buy
- Jul 21, 2026Downgrade: Morgan Stanley · Overweight → Equal-Weight
- Aug 3, 2026Earnings: 0.2; estimate 0.1908; surprise 4.82%
- Aug 4, 2026Rating: Baird · Outperform → Outperform
- Aug 4, 2026Rating: Stephens & Co. · Overweight → Overweight
- Aug 4, 2026Rating: DA Davidson · Neutral → Neutral
- Oct 13, 2026Rating: TD Cowen · Buy → Buy
- Nov 4, 2026Earnings: —; estimate 0.2223; surprise —%
Signals (91)
| Name | Date | Ago |
|---|---|---|
| SMA: Bullish | Oct 5, 2026 | 4 weeks ago |
| SMA: Bullish | Oct 5, 2026 | 4 weeks ago |
| SMA: Bearish | Sep 7, 2026 | 1 month ago |
| SMA: Bearish | Sep 7, 2026 | 1 month ago |
| SMA: Bullish | Aug 17, 2026 | 2 months ago |
| SMA: Bullish | Aug 10, 2026 | 2 months ago |
| SMA: Bearish | Aug 3, 2026 | 3 months ago |
| SMA: Bullish | Jul 27, 2026 | 3 months ago |
| SMA: Bearish | Jul 20, 2026 | 3 months ago |
| SMA: Bullish | Jul 13, 2026 | 3 months ago |
| SMA: Bearish | Jun 8, 2026 | 4 months ago |
| SMA: Bullish | Apr 27, 2026 | 6 months ago |
| MACD: Buy Signal | Apr 13, 2026 | 6 months ago |
| RSI: Oversold | Mar 9, 2026 | 7 months ago |
| MACD: Sell Signal | Feb 9, 2026 | 8 months ago |
| RSI: Oversold | Jan 26, 2026 | 9 months ago |
| SMA: Bearish | Jan 12, 2026 | 9 months ago |
| RSI: Oversold | Jan 12, 2026 | 9 months ago |
| SMA: Bullish | Jan 5, 2026 | 10 months ago |
| MACD: Buy Signal | Dec 8, 2025 | 11 months ago |
Newest 20 of 91.
Key statistics
- Market cap
- 2.56B
- Enterprise value
- 2.60B
- Trailing P/E
- 1583.00
- Forward P/E
- 15.48
- PEG ratio
- 0.00
- Price / sales
- 3.25
- Price / book
- 10.35
- EPS (TTM)
- 0.01
- Beta
- 0.75
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Profit margin
- 0.45%
- Revenue (TTM)
- 787.44M
- Revenue growth
- 10.50%
- Free cash flow
- 70.86M
- Total cash
- 230.49M
- Total debt
- 349.92M
- Return on equity
- 1.46%
- Shares outstanding
- 79.66M
- Short % of float
- 7.02%
- 50-day average
- 13.15
- 200-day average
- 13.29
Analyst view
Consensus: buy
- Target (low)
- 12.00
- Target (mean)
- 17.08
- Target (high)
- 25.00
- Strong buy3
- Buy3
- Hold8
- Sell0
- Strong sell0
Next earnings
Nov 4, 2026
Expected Nov 4, 2026. Consensus EPS estimate 0.22184.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Nov 4, 2026 | Sep 30, 2026 | 0.2223 | — | — | — |
| Aug 3, 2026 | Jun 30, 2026 | 0.1908 | 0.20 | +0.01 | +4.82% |
| May 7, 2026 | Mar 31, 2026 | 0.16 | 0.17 | +0.01 | +6.25% |
| Feb 11, 2026 | Dec 31, 2025 | 0.17 | 0.17 | 0.00 | 0.00% |
| Nov 3, 2025 | Sep 30, 2025 | 0.17 | 0.17 | 0.00 | 0.00% |
| Aug 6, 2025 | Jun 30, 2025 | 0.14 | 0.15 | +0.01 | +7.14% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 13, 2026 | TD Cowen | main | Buy | Buy |
| Aug 4, 2026 | DA Davidson | main | Neutral | Neutral |
| Aug 4, 2026 | Stephens & Co. | main | Overweight | Overweight |
| Aug 4, 2026 | Baird | main | Outperform | Outperform |
| Jul 21, 2026 | Morgan Stanley | down | Overweight | Equal-Weight |
| Jun 29, 2026 | TD Cowen | init | — | Buy |
About Vertex, Inc.
Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. has a strategic collaboration with xSuite Group GmbH to support SAP customers. The company was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.
- Sector
- Technology
- Industry
- Software - Application
- Country
- United States
- Website
- vertexinc.com
News
- Vertex Pharmaceuticals Q3 Earnings Call Highlights
- Vertex Spends Its CF Growth on New Launches: Rapid Earnings Reaction
- Vertex Reports Third Quarter 2026 Financial Results
- Asure Software And Vertex Partner To Deliver Improved Payroll Tax Calculation And Compliance Offering To US Enterprise Market
- Asure Software and Vertex Announce Strategic Alliance to Expand Payroll Tax Management Reach
- Vertex Gears Up to Report Q3 Earnings: Is a Beat in the Cards?
- Vertex Launches Vertex Sol
- TD Cowen Maintains Buy on Vertex, Lowers Price Target to $15
- 12 Information Technology Stocks Moving In Tuesday's Intraday Session
- DA Davidson Maintains Neutral on Vertex, Lowers Price Target to $12
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| ANDERSEN ERIC C | Director | Stock Award(Grant) | Jun 9, 2026 | 165,979 |
| ANNE MARIE WESTPHAL | Trustee | Stock Gift | Dec 22, 2024 | 578,074 |
| DESTEFANO DAVID | Director | Stock Award(Grant) | Jun 9, 2026 | 1,468,730 |
| ITEM SECOND IRR. TRUST | Trustee | Purchase | Mar 8, 2026 | 1,221,100 |
| JACOB J WESTPHAL | Trustee | Stock Gift | Dec 22, 2024 | 745,706 |
| KYLE R. WESTPHAL | Trustee | Sale | Nov 20, 2024 | 1,358,100 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 7.79% | 6,236,152 | 98.72M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 6.23% | 4,984,133 | 78.90M | Jun 29, 2026 |
| Morgan Stanley | 5.16% | 4,132,404 | 65.42M | Jun 29, 2026 |
| Brown Advisory Inc. | 4.43% | 3,549,052 | 56.18M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.96% | 3,173,883 | 50.24M | Jun 29, 2026 |
| Tensile Capital Management, LP | 3.62% | 2,898,563 | 45.88M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.82% | 2,255,642 | 35.71M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.37% | 1,894,142 | 29.98M | Sep 29, 2026 |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | 2.31% | 1,847,189 | 29.24M | Aug 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.05% | 1,642,337 | 26.00M | Jun 29, 2026 |
| Fidelity Commonwealth Trust II-Fidelity Enhanced Small Cap Core ETF | 1.51% | 1,210,226 | 19.16M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 1.20% | 963,531 | 15.25M | Jun 29, 2026 |