Vertex/$VERX

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About Vertex

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.

Ticker

$VERX

Sector

Software & Cloud Services
Primary listing

Employees

1,900

Vertex Metrics

BasicAdvanced
$3.1B
-
-$0.32
0.67
-

What the Analysts think about Vertex

Analyst ratings (Buy, Hold, Sell) for Vertex stock.

Bulls say / Bears say

Vertex maintained strong double-digit revenue growth, with Q2 2025 revenue rising 14.6% year over year to $184.6 million and Q3 2025 revenue climbing 12.7% to $192.1 million (Investing.com; Investing.com).
Cloud revenue jumped 29.9% in Q2 and another 29.6% in Q3 2025, showing strong demand for Vertex’s cloud-based tax solutions amid ongoing digital transformation (Investing.com; Investing.com).
Vertex’s launch of a $150 million Class A common stock repurchase program in Q3 2025 shows management’s confidence in the company’s valuation and long-term value creation (Investing.com).
Net revenue retention declined to 108% in Q2 2025 and further to 107% in Q3 2025, signaling slower customer expansion and increased risk of churn (Investing.com; Motley Fool).
Vertex lowered its full-year 2025 revenue outlook after longer sales cycles and delayed customer decisions in Q2, suggesting possible challenges to continued growth (Investing.com).
After Q3 2025 results, shares hovered near a 52-week low of $22.43, highlighting market skepticism despite robust revenue increases (Investing.com).
Data summarised monthly by Lightyear AI. Last updated on 7 Nov 2025.

Vertex Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Vertex Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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