Vertex, Inc. (VERX) Stock Price & Analysis
Vertex, Inc. (VERX) fell 1.39% to USD 12.73 as of June 10, 2026 at 00:44 UTC, according to Nexqual real-time market data.
VERX last closed at USD 12.91; the session ranged USD 12.52–13.16 on volume of 1,128,167 shares. Market capitalization is $2.06B, with a 52-week range of USD 10.59–39.06 (NGM). Source: Nexqual, June 10, 2026 at 00:44 UTC.
Key Statistics (as of June 10, 2026 at 00:44 UTC)
| Price | USD 12.73 |
|---|---|
| Change | ▼ 1.39% (down) |
| Previous Close | USD 12.91 |
| Open | USD 12.65 |
| Day Range | USD 12.52 – 13.16 |
| 52-Week Range | USD 10.59 – 39.06 |
| Volume | 1,128,167 shares |
| Market Cap | $2.06B |
| Exchange | NGM |
Technical Analysis (VERX)
Nexqual's technical model rates VERX "NEUTRAL" based on 3 bullish and 3 bearish signals across 124 daily candles, as of June 10, 2026 at 00:44 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 47.95 (neutral) |
| vs SMA50 | Above (USD 12.73) |
| MACD | 0.02 (positive) |
Analyst Ratings (VERX)
Wall Street analysts rate VERX "Buy" based on 13 analysts, with a mean price target of USD 18.54 (range USD 14–25), per Nexqual as of June 10, 2026 at 00:44 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 13 |
| Mean Target | USD 18.54 |
| High Target | USD 25 |
| Low Target | USD 14 |
| Buy / Hold / Sell | 8 / 7 / 0 |
Earnings (VERX)
| Next Earnings Date | 2026-08-05 |
|---|---|
| EPS Estimate | USD 0.19 |
| Revenue Estimate | $202.29M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-03-31 | USD 0.17 vs est 0.16 ▲ beat |
| 2025-12-31 | USD 0.17 vs est 0.16 ▲ beat |
| 2025-09-30 | USD 0.17 vs est 0.16 ▲ beat |
| 2025-06-30 | USD 0.15 vs est 0.14 ▲ beat |
Source: Nexqual, June 10, 2026 at 00:44 UTC.
Financials & Fundamentals (VERX)
| Total Revenue | $768.03M |
|---|---|
| Revenue Growth (YoY) | +11.10% |
| Gross Margin | +64.25% |
| Operating Margin | -1.65% |
| Profit Margin | -0.84% |
| ROE | -2.88% |
| Debt / Equity | 142.04 |
| Current Ratio | 0.86 |
| Total Cash | $252.46M |
| Total Debt | $350.14M |
| Free Cash Flow | $99.46M |
Source: Nexqual, June 10, 2026 at 00:44 UTC.
Financial Health Score (VERX)
Nexqual rates Vertex, Inc.'s overall financial health "Mixed" across five dimensions, as of June 10, 2026 at 00:44 UTC.
| Growth | Solid — Revenue +12% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 64%, operating -2% |
| Balance Sheet | Weak — $252M cash vs $350M debt |
| Cash Flow | Solid — FCF $99M, 13% margin |
| Efficiency | Critical — ROE -3%, ROA 0.5% |
Ownership (VERX)
| Insider Ownership | +8.90% |
|---|---|
| Institutional Ownership | +103.86% |
| Shares Outstanding | 79.66M |
| Float | 70.33M |
| Short % of Float | +9.19% |
Source: Nexqual, June 10, 2026 at 00:44 UTC.
Leadership (VERX)
Vertex, Inc. is led by Christopher David Young (age 53), CEO, President & Director, per Nexqual as of June 10, 2026 at 00:44 UTC.
| CEO, President & Director | Christopher David Young (age 53) |
|---|---|
| Co-Owner & Independent Director | Amanda Westphal Radcliffe (age 56) |
| Co-Owner & Independent Director | Stefanie Westphal-Lucas Thompson (age 62) |
| Chief Financial Officer | John R. Schwab (age 57) |
| Chief Technology Officer | Salvatore Visca (age 59) |
Major Backers & Investors (VERX)
Notable institutional backers of Vertex, Inc. include UBS Group AG, Morgan Stanley, JPMorgan, according to Nexqual as of June 10, 2026 at 00:44 UTC.
Active Investors
| Investor | Stake |
|---|---|
| UBS Group AG | 6.86% |
| Morgan Stanley | 5.39% |
| JPMorgan | 5.07% |
| Tensile Capital Management, LP | 4.27% |
| Healthcare of Ontario Pension Plan Trust Fund | 3.99% |
| Nomura Holdings Inc. | 3.29% |
| Goldman Sachs | 2.97% |
| Nationwide Mutual Funds-Nationwide Geneva Small Cap Growth Fund | 0.92% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 19.21% |
| BlackRock | 9.18% |
Source: Nexqual, June 10, 2026 at 00:44 UTC.
From Vertex, Inc.'s Latest SEC 10-K Filing (filed 2026-02-24)
Key Strengths & Strategy (as disclosed to the SEC)
- Today, we serve over 4,800 direct customers, including the majority of the Fortune 500, and support compliance operations in more than 195 countries and territories.
- Our platform supports the end-to-end lifecycle of compliant electronic invoices from creation and data enrichment through validation, submission, and clearance, where required, in accordance with jurisdictional mandates.
- Our solution includes a powerful indirect tax calculation engine that applies rules-based logic from our proprietary content database to determine taxability, identify precise taxing jurisdictions, and consistently apply the appropriate amount of tax to each transaction in real-time.
- Analytics and Insights .  Our analytics and insights tools improve data quality and provide data intelligence to optimize the end-to-end tax process and improve business outcomes.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| ALKT | Alkami Technology, Inc. | USD 15.31 | ▼ 3.65% |
| INTA | Intapp, Inc. | USD 23.79 | ▼ 2.3% |
| NCNO | nCino, Inc. | USD 15.52 | ▲ 4.02% |
| CWAN | Clearwater Analytics Holdings, | USD 24.35 | ▼ 0.08% |
| PCVX | Vaxcyte, Inc. | USD 46.88 | ▼ 1.01% |
Data source: Nexqual — real-time market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: June 10, 2026 at 00:44 UTC. This page is informational and not investment advice.