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Vertex, Inc.
VERX
NASDAQ·Technology·Software - Application·Mkt cap $2.0B
$12.85
▲ +2.64%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$10.21 - $36.75
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 63.9% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Deep tax expertise and 45+ years of industry specialization
- Mission-critical software with high switching costs and strong customer lock-in
- Industry-specific solutions tailored to retail, communications, leasing, and manufacturing
- Comprehensive platform addressing entire tax compliance lifecycle
- Recurring revenue model through subscriptions and managed services
Bear Case
1 risk
- Average volatility.
Growth
Turning profitable
Increasing tax regulation complexity driving demand for automation
Value
Attractively priced below Enterprise SaaS peer average
Momentum
Stable
+4.1% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying VERX right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: May 5, 2026
MAY 7, 2026
Reported EPS of $0.17 vs $0.16 consensus (+6.3% surprise). Revenue of $196.6M vs $194.8M expected (+0.9%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+6.3%
Next: May 5, 2026
Revenue trend · last 8Q
—
—
+15%
+13%
+15%
+13%
+9%
+11%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$161.1M
$170.4M
$178.5M
$177.1M
$184.6M
$192.1M
$194.7M
$196.6M
Margins · last 8Q
Gross
—
Operating
—
Profit
-1.3%
Wall Street consensus
7 analysts · 57% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
57%
Hold
43%
Sell
0%
Median Price Target
$18.00
▲ +40.1% vs $12.85
Latest: TD Cowen · Jun 29, 2026
4 analysts covering
vs Industry
How VERX stacks vs Software - Application
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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