Vertex

VERX

Market cap $4.07B

Overview Fund Activity

25.52 USD

+1.56

6.51%

At close Updated Sep 16, 4:00 PM EDT

Pre-market

After hours

25.52

0.00

0%

1 day

6.51%

5 days

3.78%

1 month

-1.24%

3 months

-31.05%

6 months

-26.11%

Year to date

-52.03%

1 year

-29.87%

5 years

12.03%

10 years

6.64%

About: Vertex Inc is a provider of tax technology and services. Its software, content, and services help customers stay in compliance with indirect taxes that occur in taxing jurisdictions all over the world. Vertex provides cloud-based and on-premise solutions to specific industries for every line of tax, including income, sales, consumer use, value-added, and payroll. The company offers solutions such as tax determination, Tax Data Management, document management, and compliance and reporting among others. The company derives revenue from software subscriptions.

Employees: 1,900

Technology Software - Application

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

20,880% more call options, than puts

Call options by funds: $105M | Put options by funds: $501K

61% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 74

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

9% more capital invested

Capital invested by funds: $2.74B [Q1] → $2.97B (+$236M) [Q2]

8.22% more ownership

Funds ownership: 108.99% [Q1] → 117.21% (+8.22%) [Q2]

2% more funds holding

Funds holding: 264 [Q1] → 270 (+6) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 6 [Q1] → 6 (+0) [Q2]

See Fund Rankings

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$30

18% upside

Avg. target

$40

55% upside

High target

$50

96% upside

6 analyst ratings

3 positive

50%

3 neutral

50%

0 negative

0%

B of A Securities Brad Sills	$34	Neutral Maintained	8 Aug 2025
Goldman Sachs Adam Hotchkiss	$43	Buy Maintained	7 Aug 2025
JMP Securities Patrick Walravens	$50	Market Outperform Maintained	7 Aug 2025
BMO Capital Daniel Jester	$30	Market Perform Maintained	7 Aug 2025
Needham Joshua Reilly	$40	Buy Maintained	6 Aug 2025
Citigroup Steven Enders	$40	Neutral Maintained	16 Jul 2025

See Analyst Rankings

Financial journalist opinion

Vertex, Inc. (VERX) Presents At Goldman Sachs Communacopia + Technology Conference 2025 (Transcript)

Vertex, Inc. (NASDAQ:VERX ) Goldman Sachs Communacopia + Technology Conference 2025 September 11, 2025 12:30 PM EDT Company Participants David DeStefano - CEO, President & Chairman of the Board John Schwab - Chief Financial Officer Conference Call Participants Adam Hotchkiss - Goldman Sachs Group, Inc., Research Division Presentation Adam Hotchkiss Business Analyst All right. Well, great.

Vertex, Inc. (VERX) Presents At Goldman Sachs Communacopia + Technology Conference 2025 (Transcript)

Vertex Commerce Study: Off-Peak Shopping Trends Demand Smarter Tax Tech for Retailers

As 85% of consumers begin summer shopping in late winter, businesses face a new peak season – and a growing need for automated tax technology to manage product complexity and compliance As 85% of consumers begin summer shopping in late winter, businesses face a new peak season – and a growing need for automated tax technology to manage product complexity and compliance

Vertex Commerce Study: Off-Peak Shopping Trends Demand Smarter Tax Tech for Retailers

Vertex Inc.: Moving To The Sidelines As Near-Term Growth Expectations Get Reset

I downgrade Vertex (VERX) to Hold due to macro headwinds and ERP migration delays impacting near-term growth outlook. Cloud momentum and e-invoicing adoption remain strong, but on-premise weakness and slower customer expansion weigh on results. FY25 guidance was cut, and growth reacceleration is now less certain, resetting investor expectations and hurting sentiment.

Vertex Inc.: Moving To The Sidelines As Near-Term Growth Expectations Get Reset

These Analysts Slash Their Forecasts On Vertex After Q2 Results

Vertex, Inc. VERX reported weaker-than-expected sales for the second quarter and cut its FY25 sales guidance below estimates on Wednesday.

These Analysts Slash Their Forecasts On Vertex After Q2 Results

Vertex, Inc. (VERX) Q2 2025 Earnings Call Transcript

Vertex, Inc. (NASDAQ:VERX ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants David DeStefano - CEO, President & Chairman of the Board John R. Schwab - Chief Financial Officer Joseph J.

Vertex, Inc. (VERX) Q2 2025 Earnings Call Transcript

Zacks Investment Research

Here's What Key Metrics Tell Us About Vertex (VERX) Q2 Earnings

Although the revenue and EPS for Vertex (VERX) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Here's What Key Metrics Tell Us About Vertex (VERX) Q2 Earnings

Zacks Investment Research

Vertex (VERX) Q2 Earnings and Revenues Surpass Estimates

Vertex (VERX) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.15 per share a year ago.

Vertex (VERX) Q2 Earnings and Revenues Surpass Estimates

Vertex Announces Second Quarter 2025 Financial Results

KING OF PRUSSIA, Pa., Aug. 06, 2025 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, today announced financial results for its second quarter ended June 30, 2025.

Vertex Announces Second Quarter 2025 Financial Results

Vertex Stock Tumbles 15% After Strong Earnings. What's Spooking Investors.

Second-quarter adjusted earnings came in at $4.52 a share on revenue of $2.96 billion, beating expectations.

Vertex Stock Tumbles 15% After Strong Earnings. What's Spooking Investors.

Zacks Investment Research

Vertex (VERX) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

Vertex (VERX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Vertex (VERX) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

See News Rankings

Charts implemented using Lightweight Charts™