Vertex, Inc. VERX
Set alert
15.32 USD +0.46 +3.10%
At close · Oct 30
15.50 +0.18 +1.17%
After hours · Oct 30, 5:52 PM ET
14.90 Day range 15.39
10.58 52-week range 22.90
- YTD
- -23.28%
- 1 year
- -32.21%
- Open
- 14.92
- Prev close
- 14.86
- Mkt cap
- 2.48B
- Vol
- 1.43M
- Avg vol
- 1.69M
- EPS
- 0.01
- P/E
- 1532.00
- Div yield
- 0.00%
More statistics
- Low
- 14.90
- High
- 15.39
- Forward P/E
- 14.91
- Beta
- 0.83
- Short ratio
- 4.05
- Inst. own
- 94.99%
- Dividend
- 0.00
- Ex-div date
- Earnings
- Nov 4, 2026
- 50-d avg
- 13.12
- 200-d avg
- 13.31
- 1y target
- 17.08
MAX 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 (111)
| Name | Date | Ago |
|---|---|---|
| SMA: Bullish | Oct 5, 2026 | 3 weeks ago |
| SMA: Bullish | Oct 5, 2026 | 3 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 | 2 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 | 9 months ago |
| MACD: Buy Signal | Dec 8, 2025 | 10 months ago |
| MACD: Sell Signal | Nov 3, 2025 | 12 months ago |
| SMA: Bearish | Oct 27, 2025 | 1 year ago |
| RSI: Oversold | Oct 27, 2025 | 1 year ago |
| SMA: Bullish | Oct 20, 2025 | 1 year ago |
| MACD: Buy Signal | Oct 20, 2025 | 1 year ago |
| RSI: Oversold | Oct 6, 2025 | 1 year ago |
| RSI: Oversold | Aug 4, 2025 | 1 year ago |
| SMA: Bearish | Jun 9, 2025 | 1 year ago |
| MACD: Sell Signal | Jun 9, 2025 | 1 year ago |
| MACD: Buy Signal | Jun 2, 2025 | 1 year ago |
| SMA: Bullish | Apr 14, 2025 | 1 year ago |
| SMA: Bearish | Feb 17, 2025 | 1 year ago |
| SMA: Bearish | Feb 10, 2025 | 1 year ago |
| MACD: Sell Signal | Feb 10, 2025 | 1 year ago |
| RSI: Overbought | Jan 20, 2025 | 1 year ago |
| SMA: Bullish | Jan 13, 2025 | 1 year ago |
| SMA: Bearish | Dec 30, 2024 | 1 year ago |
| RSI: Overbought | Nov 4, 2024 | 1 year ago |
| MACD: Buy Signal | Oct 7, 2024 | 2 years ago |
| SMA: Bullish | Sep 30, 2024 | 2 years ago |
| SMA: Bearish | Sep 23, 2024 | 2 years ago |
| SMA: Bullish | Sep 16, 2024 | 2 years ago |
| SMA: Bearish | Sep 2, 2024 | 2 years ago |
| SMA: Bullish | Aug 19, 2024 | 2 years ago |
| MACD: Sell Signal | Aug 12, 2024 | 2 years ago |
| SMA: Bearish | Aug 5, 2024 | 2 years ago |
| RSI: Overbought | Jul 15, 2024 | 2 years ago |
| MACD: Buy Signal | May 13, 2024 | 2 years ago |
| SMA: Bullish | May 6, 2024 | 2 years ago |
| MACD: Sell Signal | Apr 22, 2024 | 2 years ago |
| SMA: Bearish | Apr 15, 2024 | 2 years ago |
| SMA: Bullish | Feb 26, 2024 | 2 years ago |
| MACD: Buy Signal | Feb 26, 2024 | 2 years ago |
| RSI: Overbought | Feb 26, 2024 | 2 years ago |
| SMA: Bearish | Feb 12, 2024 | 2 years ago |
| SMA: Bullish | Feb 5, 2024 | 2 years ago |
| SMA: Bearish | Jan 1, 2024 | 2 years ago |
| MACD: Sell Signal | Jan 1, 2024 | 2 years ago |
| RSI: Overbought | Dec 4, 2023 | 2 years ago |
| RSI: Overbought | Nov 6, 2023 | 2 years ago |
| MACD: Buy Signal | Aug 28, 2023 | 3 years ago |
| SMA: Bullish | Aug 14, 2023 | 3 years ago |
| SMA: Bearish | Jul 31, 2023 | 3 years ago |
| SMA: Bullish | Jul 24, 2023 | 3 years ago |
| MACD: Sell Signal | Jun 19, 2023 | 3 years ago |
| SMA: Bearish | Jun 12, 2023 | 3 years ago |
| SMA: Bullish | May 29, 2023 | 3 years ago |
| SMA: Bearish | May 22, 2023 | 3 years ago |
| SMA: Bullish | May 15, 2023 | 3 years ago |
| SMA: Bearish | May 8, 2023 | 3 years ago |
| RSI: Overbought | Apr 3, 2023 | 3 years ago |
| MACD: Buy Signal | Feb 20, 2023 | 3 years ago |
| SMA: Bullish | Feb 13, 2023 | 3 years ago |
| SMA: Bearish | Feb 6, 2023 | 3 years ago |
| SMA: Bullish | Jan 30, 2023 | 3 years ago |
| SMA: Bullish | Jan 30, 2023 | 3 years ago |
| SMA: Bearish | Jan 2, 2023 | 3 years ago |
| MACD: Sell Signal | Dec 19, 2022 | 3 years ago |
| SMA: Bearish | Dec 5, 2022 | 3 years ago |
| SMA: Bullish | Nov 21, 2022 | 3 years ago |
| SMA: Bearish | Nov 14, 2022 | 3 years ago |
| SMA: Bullish | Sep 5, 2022 | 4 years ago |
| SMA: Bearish | Aug 29, 2022 | 4 years ago |
| SMA: Bullish | Aug 8, 2022 | 4 years ago |
| SMA: Bullish | Jul 25, 2022 | 4 years ago |
| MACD: Buy Signal | Jul 25, 2022 | 4 years ago |
| SMA: Bearish | Jul 11, 2022 | 4 years ago |
| MACD: Sell Signal | Jul 11, 2022 | 4 years ago |
| SMA: Bullish | Jul 4, 2022 | 4 years ago |
| MACD: Buy Signal | Jul 4, 2022 | 4 years ago |
| RSI: Oversold | Jun 6, 2022 | 4 years ago |
| MACD: Sell Signal | May 16, 2022 | 4 years ago |
| SMA: Bearish | Apr 25, 2022 | 4 years ago |
| MACD: Buy Signal | Mar 14, 2022 | 4 years ago |
| SMA: Bullish | Mar 7, 2022 | 4 years ago |
| MACD: Sell Signal | Dec 13, 2021 | 4 years ago |
| SMA: Bearish | Nov 22, 2021 | 4 years ago |
| SMA: Bearish | Nov 22, 2021 | 4 years ago |
| SMA: Bullish | Oct 25, 2021 | 5 years ago |
| SMA: Bullish | Oct 25, 2021 | 5 years ago |
| SMA: Bearish | Oct 4, 2021 | 5 years ago |
| SMA: Bullish | Sep 27, 2021 | 5 years ago |
| SMA: Bearish | Sep 6, 2021 | 5 years ago |
| SMA: Bullish | Aug 23, 2021 | 5 years ago |
| MACD: Buy Signal | Jul 26, 2021 | 5 years ago |
| SMA: Bearish | Jul 12, 2021 | 5 years ago |
| SMA: Bullish | Jun 14, 2021 | 5 years ago |
| SMA: Bearish | Mar 8, 2021 | 5 years ago |
| SMA: Bearish | Feb 22, 2021 | 5 years ago |
| SMA: Bullish | Nov 2, 2020 | 5 years ago |
| SMA: Bearish | Oct 26, 2020 | 6 years ago |
Key statistics
- Market cap
- 2.48B
- Enterprise value
- 2.53B
- Trailing P/E
- 1532.00
- Forward P/E
- 14.91
- PEG ratio
- 0.00
- Price / sales
- 3.15
- Price / book
- 10.02
- EPS (TTM)
- 0.01
- Beta
- 0.83
- 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
- 13.12
- 200-day average
- 13.31
Analyst view
Consensus: buy
Buy
Price target (mean) 17.08 +11.5% upside
Now 15.32
- Target (low)
- 12.00
- Target (mean)
- 17.08
- Target (high)
- 25.00
Ratings (0m) 14 6 buy · 8 hold · 0 sell
- Strong buy3
- Buy3
- Hold8
- Sell0
- Strong sell0
Next earnings
Nov 4, 2026
Expected Nov 4, 2026. Consensus EPS estimate 0.22184.
Financials — quick view
VERX Revenue — quarterly 203.97M
VERX Net income — quarterly 9.04M
VERX EPS — quarterly 0.06
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 Gears Up to Report Q3 Earnings: Is a Beat in the Cards?
- Vertex Launches Vertex Sol
- Vertex Introduces Vertex Sōl™, a Connected, AI-Powered Tax and Compliance Experience
- The $500 Million Non-CF Factor Vertex Investors Can't Ignore on Nov. 2
- Vertex Pharmaceuticals Gets 96% of Product Sales From Treatments for 1 Disease. Here's Why That's About to Change.
- Vertex Highlights Kidney Pipeline as Povetacicept Cuts Proteinuria 52% in Phase III
- Vertex, Inc. (NASDAQ:VERX) Stock Has Average Price Target of $17.50
- Vertex Appoints Daniel Brennan to its Board of Directors
- IGEN and Vertex Unite Excise and Global Indirect Tax in a Single Solution
- Vertex AI and Data Leader Sarah Vlasic Named a 2026 Info-Tech Women Leading IT Award Winner
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 | 95.54M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 6.23% | 4,984,133 | 76.36M | Jun 29, 2026 |
| Morgan Stanley | 5.16% | 4,132,404 | 63.31M | Jun 29, 2026 |
| Brown Advisory Inc. | 4.43% | 3,549,052 | 54.37M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 3.96% | 3,173,883 | 48.62M | Jun 29, 2026 |
| Tensile Capital Management, LP | 3.62% | 2,898,563 | 44.41M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.82% | 2,255,642 | 34.56M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.37% | 1,894,142 | 29.02M | Sep 29, 2026 |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | 2.31% | 1,847,189 | 28.30M | Aug 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.05% | 1,642,337 | 25.16M | Jun 29, 2026 |
| Fidelity Commonwealth Trust II-Fidelity Enhanced Small Cap Core ETF | 1.51% | 1,210,226 | 18.54M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 1.20% | 963,531 | 14.76M | Jun 29, 2026 |