VERX
Vertex, Inc. NASDAQ Listed Jul 29, 2020$11.12
-2.63%
vs $11.42
Mkt Cap $2.0B
52w Low $10.80
1.2% of range
52w High $36.40
50d MA $12.73
200d MA $17.64
P/E (TTM)
—
EV/EBITDA
27.8x
P/B
6.2x
Debt/Equity
1.4x
ROE
2.8%
P/FCF
28.9x
RSI (14)
33.60
ATR (14)
$0.70
Beta
0.79
50d MA
$12.73
200d MA
$17.64
Avg Volume
1.6M
Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its software products through software license and software as a service subscriptions. It also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing, and other tax-related services. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.
2301 Renaissance Boulevard · King of Prussia, PA 19406 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 7, 2026 | BMO | — | — | — | 12.66 | +10.2% | +15.9% | +1.8% | -6.8% | -2.7% | -5.8% | — |
| Feb 11, 2026 | AMC | 0.17 | 0.17 | +0.0% | 12.83 | -2.7% | -3.6% | +3.1% | -3.2% | -2.0% | +6.0% | — |
| Nov 3, 2025 | AMC | 0.17 | 0.17 | +0.0% | 20.69 | -0.9% | -3.8% | +0.9% | -4.9% | +2.1% | -1.6% | — |
| Aug 6, 2025 | AMC | 0.14 | 0.15 | +7.1% | 27.10 | +0.0% | +1.4% | -6.6% | -2.6% | +0.5% | +5.5% | — |
| May 7, 2025 | AMC | 0.13 | 0.15 | +15.4% | 37.44 | +0.7% | +0.2% | +2.2% | -2.4% | +1.4% | +2.3% | — |
| Feb 27, 2025 | AMC | 0.13 | 0.15 | +15.4% | 34.54 | -3.0% | -6.5% | -0.5% | +0.3% | +2.6% | +3.1% | — |
| Nov 6, 2024 | AMC | 0.14 | 0.16 | +17.1% | 49.76 | +1.7% | +3.2% | +1.3% | -5.2% | +0.9% | +1.7% | — |
| Aug 7, 2024 | AMC | 0.13 | 0.15 | +15.4% | 34.62 | +1.2% | +3.0% | -0.1% | -0.1% | +2.9% | -1.2% | — |
| May 8, 2024 | AMC | 0.13 | 0.15 | +15.4% | 29.92 | +0.3% | +2.0% | +3.8% | +0.0% | -1.0% | +1.3% | — |
| Feb 29, 2024 | AMC | 0.11 | 0.13 | +18.2% | 33.58 | +5.4% | -0.1% | -9.3% | -1.6% | -1.0% | +0.7% | — |
| Nov 9, 2023 | AMC | 0.08 | 0.10 | +25.0% | 27.11 | +1.4% | +0.2% | +0.6% | +1.4% | -5.3% | -0.0% | — |
| Aug 9, 2023 | AMC | 0.08 | 0.08 | +0.0% | 19.59 | +0.5% | -1.8% | -0.9% | +2.5% | +3.4% | +1.5% | — |
| May 10, 2023 | AMC | 0.08 | 0.08 | +0.0% | 20.81 | +2.4% | -5.1% | -0.1% | -1.1% | +3.9% | +2.4% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 8 | BMO Capital Markets | Reiterates | Outperform | $17 | $14.67 | $14.73 | +0.4% | +1.8% | -6.8% | -2.7% | -5.8% | -2.8% |
| Feb 12 | Piper Sandler | Maintains | Neutral → Neutral | — | $12.83 | $12.48 | -2.7% | -3.6% | +3.1% | -3.2% | -2.0% | +6.0% |
| Feb 12 | Goldman Sachs | Maintains | Buy → Buy | — | $12.83 | $12.48 | -2.7% | -3.6% | +3.1% | -3.2% | -2.0% | +6.0% |
| Feb 12 | BMO Capital | Maintains | Market Perform → Market Perform | — | $12.83 | $12.48 | -2.7% | -3.6% | +3.1% | -3.2% | -2.0% | +6.0% |
| Feb 12 | Citigroup | Maintains | Neutral → Neutral | — | $12.83 | $12.48 | -2.7% | -3.6% | +3.1% | -3.2% | -2.0% | +6.0% |
| Feb 12 | Citizens | Maintains | Market Outperform → Market Outperform | — | $12.83 | $12.48 | -2.7% | -3.6% | +3.1% | -3.2% | -2.0% | +6.0% |
| Feb 11 | Needham | Maintains | Buy → Buy | — | $14.88 | $15.51 | +4.2% | -13.8% | -3.6% | +3.1% | -3.2% | -2.0% |
| Feb 3 | Piper Sandler | Downgrade | Overweight → Neutral | — | $18.70 | $18.32 | -2.0% | -15.1% | -1.8% | -4.0% | +5.2% | -3.0% |
| Nov 5 | Goldman Sachs | Maintains | Buy → Buy | — | $19.91 | $20.00 | +0.5% | +0.9% | -4.9% | +2.1% | -1.6% | +2.4% |
| Nov 4 | Stifel | Maintains | Hold → Hold | — | $20.69 | $20.50 | -0.9% | -3.8% | +0.9% | -4.9% | +2.1% | -1.6% |
| Nov 4 | Piper Sandler | Maintains | Overweight → Overweight | — | $20.69 | $20.50 | -0.9% | -3.8% | +0.9% | -4.9% | +2.1% | -1.6% |
| Nov 4 | BMO Capital | Maintains | Market Perform → Market Perform | — | $20.69 | $20.50 | -0.9% | -3.8% | +0.9% | -4.9% | +2.1% | -1.6% |
| Nov 4 | Needham | Maintains | Buy → Buy | — | $20.69 | $20.50 | -0.9% | -3.8% | +0.9% | -4.9% | +2.1% | -1.6% |
| Nov 4 | Citizens | Maintains | Market Outperform → Market Outperform | — | $20.69 | $20.50 | -0.9% | -3.8% | +0.9% | -4.9% | +2.1% | -1.6% |
| Nov 4 | DA Davidson | Maintains | Neutral → Neutral | — | $20.69 | $20.50 | -0.9% | -3.8% | +0.9% | -4.9% | +2.1% | -1.6% |
| Oct 28 | Citigroup | Maintains | Neutral → Neutral | — | $25.66 | $25.67 | +0.0% | -2.1% | -7.4% | -2.8% | +1.3% | -9.7% |
| Aug 8 | BofA Securities | Maintains | Neutral → Neutral | — | $27.49 | $27.50 | +0.0% | -6.6% | -2.6% | +0.5% | +5.5% | -3.4% |
| Aug 7 | BMO Capital | Maintains | Market Perform → Market Perform | — | $27.10 | $27.11 | +0.0% | +1.4% | -6.6% | -2.6% | +0.5% | +5.5% |
| Aug 7 | Goldman Sachs | Maintains | Buy → Buy | — | $27.10 | $27.11 | +0.0% | +1.4% | -6.6% | -2.6% | +0.5% | +5.5% |
| Aug 7 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $27.10 | $27.11 | +0.0% | +1.4% | -6.6% | -2.6% | +0.5% | +5.5% |
| Aug 6 | Needham | Maintains | Buy → Buy | — | $33.07 | $26.00 | -21.4% | -18.1% | +1.4% | -6.6% | -2.6% | +0.5% |
| Jul 16 | Citigroup | Maintains | Neutral → Neutral | — | $34.94 | $35.44 | +1.4% | +1.5% | +0.0% | -1.0% | -0.7% | +1.3% |
| Apr 16 | Morgan Stanley | Maintains | Overweight → Overweight | — | $39.73 | $39.54 | -0.5% | -2.0% | +0.8% | -2.9% | +2.6% | +1.6% |
| Apr 14 | DA Davidson | Maintains | Buy → Buy | — | $38.48 | $38.75 | +0.7% | +0.4% | +2.8% | -2.0% | +0.8% | -2.9% |
| Mar 20 | Needham | Maintains | Buy → Buy | — | $36.45 | $36.54 | +0.2% | -0.8% | -1.2% | -1.0% | +0.5% | +0.3% |
| Mar 20 | Citizens Capital Markets | Maintains | Market Outperform → Market Outperform | — | $36.45 | $36.54 | +0.2% | -0.8% | -1.2% | -1.0% | +0.5% | +0.3% |
| Mar 20 | Morgan Stanley | Maintains | Overweight → Overweight | — | $36.45 | $36.54 | +0.2% | -0.8% | -1.2% | -1.0% | +0.5% | +0.3% |
| Mar 3 | Goldman Sachs | Maintains | Buy → Buy | — | $32.29 | $32.34 | +0.2% | -0.5% | +0.3% | +2.6% | +3.1% | -4.6% |
| Feb 28 | Baird | Maintains | Outperform → Outperform | — | $34.54 | $33.51 | -3.0% | -6.5% | -0.5% | +0.3% | +2.6% | +3.1% |
| Feb 28 | Stifel | Downgrade | Buy → Hold | — | $34.54 | $33.51 | -3.0% | -6.5% | -0.5% | +0.3% | +2.6% | +3.1% |
| Feb 28 | Jefferies | Maintains | Buy → Buy | — | $34.54 | $33.51 | -3.0% | -6.5% | -0.5% | +0.3% | +2.6% | +3.1% |
| Feb 28 | DA Davidson | Maintains | Buy → Buy | — | $34.54 | $33.51 | -3.0% | -6.5% | -0.5% | +0.3% | +2.6% | +3.1% |
| Jan 3 | Raymond James | Downgrade | Outperform → Market Perform | — | $53.20 | $52.51 | -1.3% | -3.5% | +1.2% | +0.7% | +1.2% | -1.5% |
| Dec 18 | Stifel | Maintains | Buy → Buy | — | $53.46 | $53.76 | +0.6% | -0.7% | +1.0% | -0.1% | -0.6% | +0.6% |
| Dec 16 | Citigroup | Maintains | Neutral → Neutral | — | $52.39 | $52.84 | +0.9% | +1.7% | +0.3% | -0.7% | +1.0% | -0.1% |
| Dec 9 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $56.31 | $56.30 | -0.0% | -2.3% | -0.7% | +0.5% | -0.2% | -4.4% |
| Nov 13 | Morgan Stanley | Maintains | Overweight → Overweight | — | $49.75 | $50.73 | +2.0% | +1.7% | -2.2% | -0.7% | +0.6% | +3.7% |
| Nov 7 | Baird | Maintains | Outperform → Outperform | — | $49.76 | $50.60 | +1.7% | +3.2% | +1.3% | -5.2% | +0.9% | +1.7% |
| Nov 7 | Goldman Sachs | Maintains | Buy → Buy | — | $49.76 | $50.60 | +1.7% | +3.2% | +1.3% | -5.2% | +0.9% | +1.7% |
| Nov 7 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $49.76 | $50.60 | +1.7% | +3.2% | +1.3% | -5.2% | +0.9% | +1.7% |
| Nov 7 | Stifel | Maintains | Buy → Buy | — | $49.76 | $50.60 | +1.7% | +3.2% | +1.3% | -5.2% | +0.9% | +1.7% |
| Nov 7 | BMO Capital | Maintains | Market Perform → Market Perform | — | $49.76 | $50.60 | +1.7% | +3.2% | +1.3% | -5.2% | +0.9% | +1.7% |
| Nov 7 | Needham | Maintains | Buy → Buy | — | $49.76 | $50.60 | +1.7% | +3.2% | +1.3% | -5.2% | +0.9% | +1.7% |
| Nov 4 | Jefferies | Upgrade | Hold → Buy | — | $42.17 | $43.43 | +3.0% | +0.1% | +3.5% | +13.8% | +3.2% | +1.3% |
| Jul 31 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $39.05 | $39.98 | +2.4% | +1.5% | -3.9% | -2.4% | -2.6% | -0.1% |
| Jun 28 | Citigroup | Maintains | Neutral → Neutral | — | $35.79 | $35.82 | +0.1% | +0.7% | -0.8% | -0.3% | -0.5% | +1.2% |
| Jun 13 | Needham | Maintains | Buy → Buy | — | $35.06 | $35.28 | +0.6% | +0.7% | -0.1% | +0.0% | -0.1% | -2.2% |
| May 9 | Needham | Maintains | Buy → Buy | — | $29.92 | $30.00 | +0.3% | +2.0% | +3.8% | +0.0% | -1.0% | +1.3% |
| May 6 | Needham | Maintains | Buy → Buy | — | $29.26 | $29.60 | +1.2% | +3.6% | -0.5% | -0.8% | +2.0% | +3.8% |
| Apr 23 | Citigroup | Maintains | Neutral → Neutral | — | $30.04 | $27.99 | -6.8% | -7.0% | +3.5% | +1.7% | +0.4% | -1.0% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 28, 2026 | DeStefano David | — | Sell | 6,460 | $12.75 | $82K | 197,572 | -7.42% | -1.90% |
8-K
Vertex, Inc. -- 8-K Filing
Vertex reported Q1 2026 results showing enterprise compliance technology revenue and operational performance metrics for the quarter ended March 31, 2026.
May 7
8-K
Vertex, Inc. -- 8-K Filing
Vertex delivered double-digit revenue growth and improved profitability in 2025 while investing in future growth, signaling operational momentum for the indirect tax software provider.
Feb 11
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Ubs Group Ag | 5,464,034 | $65M | Reduced | Mar 2026 |
| 2 | Vanguard Portfolio Management Llc | 4,780,681 | $57M | New | Mar 2026 |
| 3 | Jpmorgan Chase & Co | 3,371,170 | $39M | Added | Mar 2026 |
| 4 | Healthcare Of Ontario Pension Plan Trust Fund | 3,178,800 | $38M | New | Mar 2026 |
| 5 | Vanguard Capital Management Llc | 3,115,457 | $37M | New | Mar 2026 |
| 6 | Morgan Stanley | 1,849,776 | $37M | Reduced | Dec 2025 |
| 7 | Nomura Holdings Inc | 2,621,641 | $31M | Reduced | Mar 2026 |
| 8 | Principal Financial Group Inc | 1,335,122 | $27M | Added | Dec 2025 |
| 9 | Geneva Capital Management Llc | 2,134,691 | $25M | Reduced | Mar 2026 |
| 10 | Citigroup Inc | 1,023,419 | $20M | Added | Dec 2025 |
| 11 | Jennison Associates Llc | 991,820 | $20M | Added | Dec 2025 |
| 12 | D.e. Shaw & Co | 1,638,922 | $19M | Added | Mar 2026 |
| 13 | Legacy Advisors, Llc | 1,343,779 | $16M | — | Mar 2026 |
| 14 | Barclays Plc | 1,311,066 | $16M | Reduced | Mar 2026 |
| 15 | William Blair Investment Management, Llc | 1,279,170 | $15M | Added | Mar 2026 |
| 16 | Jane Street Group, Llc | 719,118 | $14M | Added | Dec 2025 |
| 17 | Citadel Advisors Llc | 1,152,609 | $14M | Added | Mar 2026 |
| 18 | Cibc Bancorp Usa Inc. | 1,053,533 | $13M | New | Mar 2026 |
| 19 | Arrowstreet Capital, Limited Partnership | 935,668 | $11M | Added | Mar 2026 |
| 20 | Bank Of America Corp /de/ | 932,518 | $11M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$2.00B
Enterprise Value
$2.04B
P/E (TTM)
—
Forward P/E
15.08x
PEG Ratio
-3.48x
P/B
6.19x
P/S
2.61x
P/FCF
28.92x
EV/EBITDA
27.77x
Shares Out
180.3M
Financials (TTM)
Revenue
$768.0M
Net Income
-$6.4M
EBITDA
$73.3M
Free Cash Flow
$69.3M
Op Cash Flow
$165.5M
EPS Basic
$0.05
EPS Diluted
$-0.04
EPS Forward
$0.74
Gross Margin
62.3%
Op Margin
-0.1%
Net Margin
-0.8%
Balance Sheet
Total Assets
$1.27B
Total Liab.
$1.01B
Total Equity
$258.9M
Cash
$314.0M
LT Debt
$346.4M
Book Value/Sh
$1.80
Debt/Equity
1.39x
Current Ratio
0.98
Quick Ratio
0.98
Returns & Growth
ROE
2.8%
ROA
0.6%
ROIC
-1.1%
Rev Growth YoY
+12.2%
EPS Growth YoY
+114.7%
Price Returns
2W
+7.8%
1M
+7.9%
3M
-7.8%
6M
-32.1%
12M
-66.3%
Technicals
52W High
$36.40
52W Low
$10.80
50d MA
$12.73
200d MA
$17.64
RSI (14)
33.60
ATR (14)
$0.70
Beta
0.79
Avg Volume
1.6M
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$20.82
High
$37.00
Low
$13.00
Median
$20.00
Data updated apr 27, 2026 7:33am
· Source: financialmodelingprep.com