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Vertex, Inc.

VERX

Last
$12.95
Day
+1.4%
1y
-48.8%
5y
-31.1%
52w
-51.9%
SPY YTD
+13.3%
XLK
+37.1%
Earnings
2026-11-0223d
EMA 21
12.29
EMA 50
12.48
EMA 200
15.13
20d high
-4.0%
5y high
-79.0%
5y range
7th
Website · 2,000 employees · United States

Positions held

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Score
26
Hold
swing
Signal
Buy
Target
$13.74
Stop
$11.96
Stop distance
7.6%
Target vs last
+6.1%

Bull / bear case

Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.

Bull case
  • Vertex, Inc. operates in the growing software application industry, which is expected to see increased demand as businesses continue to digitize their operations.
  • Revenue increased by 4% compared to the prior quarter, reaching $204 million.
  • Gross margin improved to 64.4%, up from 63.5% in the previous quarter.
Bear case
  • Vertex has a high trailing P/E ratio of 1229, indicating potential overvaluation compared to earnings.
  • The company reported a net income of -2.51 million in Q1 2026, reflecting ongoing profitability challenges.
  • Operating margin remains negative at -2.2%, indicating operational inefficiencies.

Fundamentals

Market cap$2.07BEnterprise value$2.19BTrailing P/E1,277.00Forward P/E12.49
PEG—Price / book8.35Beta0.83Dividend yield0.00%
Revenue growth10.5%Earnings growth—Gross margin64.0%Operating margin3.4%
Profit margin0.5%ROE1.5%ROA0.6%Debt / equity1.45
Current ratio0.87Free cash flow$70.86MAnalyst recommendationnoneMean target$17.15
52w high$26.5452w low$10.21

Quarterly

2026-Q22026-Q12025-Q42025-Q32025-Q22025-Q1
Revenue$204M$197M$195M$192M$185M—
Op margin-2.2%-8.3%-1.6%0.2%-0.8%—
Net income$9.0M-$2.5M-$7.0M$4.0M-$1.0M—
Gross margin64.4%63.5%64.8%63.1%65.7%—
Gross profit$131M$125M$126M$121M$121M—
Operating income-$4.5M-$16.3M-$3.2M$0.3M-$1.6M—
  • Revenue +4% vs prior quarter ($204M vs $197M).
  • Gross margin 64.4% (was 63.5% prior quarter).
  • Operating margin expanded to -2.2%.

Yearly (6y)

20252024202320222021
Revenue$748M$667M$572M$492M—
Op margin-2.0%2.3%-3.1%-1.6%—
Net income$7.2M-$52.7M-$13.1M-$12.3M—
Gross margin64.3%63.9%60.9%60.7%—
Gross profit$482M$426M$349M$298M—
Operating income-$14.7M$15.3M-$17.5M-$8.1M—
Headline scan

No flags

• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).

News

VERX · daily+8.3% over 13 sessions
Close EMA21 EMA50 EMA200
10.6811.2411.8012.3612.922026-092026-092026-092026-092026-102026-102026-10
Quarterly · revenue, net income, margins
Revenue Net income Gross margin Op margin
-$7M$46M$98M$151M$204M-8%29%66%2025-Q22025-Q32025-Q42026-Q12026-Q2