Vertex, Inc. (VERX) Stock Price & Analysis

Vertex, Inc. (VERX) closed at USD 14.81 on Wednesday, October 28, 2026, up 0.07% on the day. The US market is currently closed; this is not a live price.

The prior close was USD 14.8; the Oct 28, 2026 session ranged USD 14.58–15.12 on volume of 1,356,691 shares. Market capitalization is $2.40B, with a 52-week range of USD 10.21–25.02 (NGM). Source: Nexqual, retrieved October 29, 2026 at 07:42 UTC.

Also available as compact Markdown for AI agents: nexqual.com/VERX.md

Key facts (VERX)

• Last four reported quarters (through Jun 30, 2026): revenue $787M, net income $3.6M (0.5% margin) (SEC filings).
• Valuation: P/E 672.0x, EV/EBITDA 26.7x, net debt $108M.
• Insider open-market sales, last ~7 months: 1 Form 4 filings, $82K; 1 not under a Rule 10b5-1 plan ($82K); 1 by opportunistic insiders (1 outside 10b5-1 plans), 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Analysts: Buy (mean 2.33 on a 1–5 scale) (15 analysts), mean target USD 17.08 (range 12–25).
• Total return with dividends: 1Y -36.3% vs S&P 500 +13.6%; 5Y -28.9% vs S&P 500 +79.8%.
• Next earnings: 2026-11-04, EPS estimate USD 0.22, revenue estimate $210M.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (VERX)

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (VERX)

P/E 672.0x · P/S 3.0x · EV/EBITDA 26.7x · EV/Sales 3.2x · P/B 10.0x · Earnings yield 0.15% · Net debt $108M · EV $2.51B

Insider sales (SEC Form 4, open-market, last ~7 months) (VERX)

0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (VERX)

Consensus Buy (mean 2.33 on a 1–5 scale), 15 analysts; mean target USD 17.08 (low 12, high 25).

Rating changes, last 120 days:

Total return (dividends reinvested) (VERX)

VERX earnings history and stock reaction

EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).

VERX recent SEC filings (last 120 days)

Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.

VERX revenue by product line (quarter ended Jun 30, 2026)

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

VERX suppliers, customers and competitors (named in its 10-K)

Quoted from the company's 10-K filed Feb 24, 2026.

VERX analyst estimates and revisions

VERX options: expected move

Options price a move of about ±16.2% (±$2.33) by Nov 20, 2026, which includes earnings on Nov 4, 2026. Over the last 8 reports the stock moved ±12.1% on average.

30-day implied volatility 66.6% vs 44% realized over the last 30 trading days. Put/call ratio (volume) 0.5. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 29, 2026 at 07:42 UTC)

Technical Analysis (VERX)

Nexqual's technical model rates VERX "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 29, 2026 at 07:42 UTC.

Analyst Ratings (VERX)

Wall Street analysts rate VERX "Buy" based on 15 analysts, with a mean price target of USD 17.08 (range USD 12–25), per Nexqual as of October 29, 2026 at 07:42 UTC.

Earnings (VERX)

Recent Earnings History

Source: Nexqual, October 29, 2026 at 07:42 UTC.

Financials & Fundamentals (VERX)

Source: Nexqual, October 29, 2026 at 07:42 UTC.

Financial Health Score (VERX)

Nexqual rates Vertex, Inc.'s overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 07:42 UTC.

Ownership (VERX)

Source: Nexqual, October 29, 2026 at 07:42 UTC.

Leadership (VERX)

Vertex, Inc. is led by Christopher David Young, CEO, President & Director, per Nexqual as of October 29, 2026 at 07:42 UTC.

Major Backers & Investors (VERX)

Notable institutional backers of Vertex, Inc. include Morgan Stanley, Brown Advisory Inc., Tensile Capital Management, LP, according to Nexqual as of October 29, 2026 at 07:42 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 29, 2026 at 07:42 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 solutions are supported by a suite of powerful, pre-built integrations that enable real-time coordination between our solutions and major business applications, such as Adobe/Magento, Coupa, Microsoft Dynamics, NetSuite, Oracle, Salesforce, SAP, SAP Ariba, Shopify, Workday, and Zuora, among many others.
• 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.

Legal & Regulatory Risks (Item 1A, quoted)

• Changes in tax laws and regulations, or their interpretation or enforcement, may cause us to invest substantial amounts to modify our software, cause us to change our business model or draw new competitors to the market.
• Changes in tax laws or regulations or interpretations of existing taxation requirements in the U.S. or in other countries may require us to change the manner in which we conduct some aspects of our business and could harm our ability to attract and retain customers.
• We may become involved in material legal proceedings and audits, the outcomes which could adversely affect our business, results of operations, financial condition and cash flows.
• Changes in the application, scope, interpretation or enforcement of laws and regulations pertaining to our operations may harm our business or results of operations, subject us to liabilities and require us to implement new compliance programs or business methods.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 07:42 UTC. This page is informational and not investment advice.

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