VERX

Vertex, Inc. NASDAQ Listed Jul 29, 2020

Technology ·Software - Application ·US · vertexinc.com

$12.66

After hrs $12.66 +0.00%

Mkt Cap $2.0B

52w Low $10.59 6.5% of range 52w High $42.44

50d MA $12.87 200d MA $20.10

P/E (TTM) 263.8x

EV/EBITDA 28.0x

P/B 7.3x

Debt/Equity 1.4x

ROE 2.8%

P/FCF 41.6x

RSI (14) —

ATR (14) —

Beta 0.79

50d MA $12.87

200d MA $20.10

Avg Volume 2.1M

About

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…

Recent Earnings

Date	Time	Est	Rptd	Surp	Base	Gap%	D1%	D2%	D3%	D4%	D5%	Guide ▲★
Feb 11, 2026	AMC	0.17	0.17	+0.0%	12.83	-2.7%	-3.6%	-0.6%	-3.8%	-5.8%	-0.2%	—
Nov 3, 2025	AMC	0.17	0.17	+0.0%	20.69	-0.9%	-3.8%	-2.9%	-7.7%	-5.7%	-7.2%	—
Aug 6, 2025	AMC	0.14	0.15	+7.1%	27.10	+0.0%	+1.4%	-5.3%	-7.8%	-7.3%	-2.2%	—
May 7, 2025	AMC	0.13	0.15	+15.4%	37.44	+0.7%	+0.2%	+2.4%	-0.1%	+1.3%	+3.6%	—
Feb 27, 2025	AMC	0.13	0.15	+15.4%	34.54	-3.0%	-6.5%	-7.0%	-6.7%	-4.3%	-1.4%	—
Nov 6, 2024	AMC	0.14	0.16	+17.1%	49.76	+1.7%	+3.2%	+4.5%	-0.9%	-0.0%	+1.6%	—
Aug 7, 2024	AMC	0.13	0.15	+15.4%	34.62	+1.2%	+3.0%	+2.9%	+2.9%	+5.9%	+4.7%	—
May 8, 2024	AMC	0.13	0.15	+15.4%	29.92	+0.3%	+2.0%	+5.9%	+5.9%	+4.9%	+6.3%	—
Feb 29, 2024	AMC	0.11	0.13	+18.2%	33.58	+5.4%	-0.1%	-9.4%	-10.8%	-11.8%	-11.1%	—
Nov 9, 2023	AMC	0.08	0.10	+25.0%	27.11	+1.4%	+0.2%	+0.8%	+2.2%	-3.2%	-3.3%	—
Aug 9, 2023	AMC	0.08	0.08	+0.0%	19.59	+0.5%	-1.8%	-2.8%	-0.3%	+3.1%	+4.6%	—
May 10, 2023	AMC	0.08	0.08	+0.0%	20.81	+2.4%	-5.1%	-5.2%	-6.2%	-2.5%	-0.2%	—

Recent Analyst Ratings

Date	Firm	Action	Grade	Target	Base	Open	Gap%	D1%	D2%	D3%	D4%	D5%
Feb 12	Piper Sandler	Maintains	Neutral → Neutral	—	$12.83	$12.48	-2.7%	-3.6%	-0.6%	-3.8%	-5.8%	-0.2%
Feb 12	Goldman Sachs	Maintains	Buy → Buy	—	$12.83	$12.48	-2.7%	-3.6%	-0.6%	-3.8%	-5.8%	-0.2%
Feb 12	BMO Capital	Maintains	Market Perform → Market Perform	—	$12.83	$12.48	-2.7%	-3.6%	-0.6%	-3.8%	-5.8%	-0.2%
Feb 12	Citigroup	Maintains	Neutral → Neutral	—	$12.83	$12.48	-2.7%	-3.6%	-0.6%	-3.8%	-5.8%	-0.2%
Feb 12	Citizens	Maintains	Market Outperform → Market Outperform	—	$12.83	$12.48	-2.7%	-3.6%	-0.6%	-3.8%	-5.8%	-0.2%
Feb 11	Needham	Maintains	Buy → Buy	—	$14.88	$15.51	+4.2%	-13.8%	-16.9%	-14.3%	-17.1%	-18.8%
Feb 3	Piper Sandler	Downgrade	Overweight → Neutral	—	$18.70	$18.32	-2.0%	-15.1%	-16.7%	-20.1%	-15.9%	-18.4%
Nov 5	Goldman Sachs	Maintains	Buy → Buy	—	$19.91	$20.00	+0.5%	+0.9%	-4.1%	-2.0%	-3.6%	-1.3%
Nov 4	Stifel	Maintains	Hold → Hold	—	$20.69	$20.50	-0.9%	-3.8%	-2.9%	-7.7%	-5.7%	-7.2%
Nov 4	Piper Sandler	Maintains	Overweight → Overweight	—	$20.69	$20.50	-0.9%	-3.8%	-2.9%	-7.7%	-5.7%	-7.2%
Nov 4	BMO Capital	Maintains	Market Perform → Market Perform	—	$20.69	$20.50	-0.9%	-3.8%	-2.9%	-7.7%	-5.7%	-7.2%
Nov 4	Needham	Maintains	Buy → Buy	—	$20.69	$20.50	-0.9%	-3.8%	-2.9%	-7.7%	-5.7%	-7.2%
Nov 4	Citizens	Maintains	Market Outperform → Market Outperform	—	$20.69	$20.50	-0.9%	-3.8%	-2.9%	-7.7%	-5.7%	-7.2%
Nov 4	DA Davidson	Maintains	Neutral → Neutral	—	$20.69	$20.50	-0.9%	-3.8%	-2.9%	-7.7%	-5.7%	-7.2%
Oct 28	Citigroup	Maintains	Neutral → Neutral	—	$25.66	$25.67	+0.0%	-2.1%	-9.4%	-11.9%	-10.8%	-19.4%
Aug 8	BofA Securities	Maintains	Neutral → Neutral	—	$27.49	$27.50	+0.0%	-6.6%	-9.1%	-8.6%	-3.6%	-6.8%
Aug 7	BMO Capital	Maintains	Market Perform → Market Perform	—	$27.10	$27.11	+0.0%	+1.4%	-5.3%	-7.8%	-7.3%	-2.2%
Aug 7	Goldman Sachs	Maintains	Buy → Buy	—	$27.10	$27.11	+0.0%	+1.4%	-5.3%	-7.8%	-7.3%	-2.2%
Aug 7	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$27.10	$27.11	+0.0%	+1.4%	-5.3%	-7.8%	-7.3%	-2.2%
Aug 6	Needham	Maintains	Buy → Buy	—	$33.07	$26.00	-21.4%	-18.1%	-16.9%	-22.4%	-24.4%	-24.0%
Jul 16	Citigroup	Maintains	Neutral → Neutral	—	$34.94	$35.44	+1.4%	+1.5%	+1.5%	+0.5%	-0.2%	+1.1%
Apr 16	Morgan Stanley	Maintains	Overweight → Overweight	—	$39.73	$39.54	-0.5%	-2.0%	-1.2%	-4.1%	-1.6%	-0.1%
Apr 14	DA Davidson	Maintains	Buy → Buy	—	$38.48	$38.75	+0.7%	+0.4%	+3.2%	+1.2%	+2.0%	-1.0%
Mar 20	Needham	Maintains	Buy → Buy	—	$36.45	$36.54	+0.2%	-0.8%	-2.0%	-3.0%	-2.5%	-2.2%
Mar 20	Citizens Capital Markets	Maintains	Market Outperform → Market Outperform	—	$36.45	$36.54	+0.2%	-0.8%	-2.0%	-3.0%	-2.5%	-2.2%
Mar 20	Morgan Stanley	Maintains	Overweight → Overweight	—	$36.45	$36.54	+0.2%	-0.8%	-2.0%	-3.0%	-2.5%	-2.2%
Mar 3	Goldman Sachs	Maintains	Buy → Buy	—	$32.29	$32.34	+0.2%	-0.5%	-0.2%	+2.3%	+5.5%	+0.7%
Feb 28	Baird	Maintains	Outperform → Outperform	—	$34.54	$33.51	-3.0%	-6.5%	-7.0%	-6.7%	-4.3%	-1.4%
Feb 28	Stifel	Downgrade	Buy → Hold	—	$34.54	$33.51	-3.0%	-6.5%	-7.0%	-6.7%	-4.3%	-1.4%
Feb 28	Jefferies	Maintains	Buy → Buy	—	$34.54	$33.51	-3.0%	-6.5%	-7.0%	-6.7%	-4.3%	-1.4%
Feb 28	DA Davidson	Maintains	Buy → Buy	—	$34.54	$33.51	-3.0%	-6.5%	-7.0%	-6.7%	-4.3%	-1.4%
Jan 3	Raymond James	Downgrade	Outperform → Market Perform	—	$53.20	$52.51	-1.3%	-3.5%	-2.4%	-1.7%	-0.5%	-2.0%
Dec 18	Stifel	Maintains	Buy → Buy	—	$53.46	$53.76	+0.6%	-0.7%	+0.2%	+0.1%	-0.5%	+0.1%
Dec 16	Citigroup	Maintains	Neutral → Neutral	—	$52.39	$52.84	+0.9%	+1.7%	+2.0%	+1.3%	+2.3%	+2.2%
Dec 9	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$56.31	$56.30	-0.0%	-2.3%	-3.0%	-2.5%	-2.7%	-7.0%
Nov 13	Morgan Stanley	Maintains	Overweight → Overweight	—	$49.75	$50.73	+2.0%	+1.7%	-0.6%	-1.3%	-0.7%	+2.9%
Nov 7	Baird	Maintains	Outperform → Outperform	—	$49.76	$50.60	+1.7%	+3.2%	+4.5%	-0.9%	-0.0%	+1.6%
Nov 7	Goldman Sachs	Maintains	Buy → Buy	—	$49.76	$50.60	+1.7%	+3.2%	+4.5%	-0.9%	-0.0%	+1.6%
Nov 7	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$49.76	$50.60	+1.7%	+3.2%	+4.5%	-0.9%	-0.0%	+1.6%
Nov 7	Stifel	Maintains	Buy → Buy	—	$49.76	$50.60	+1.7%	+3.2%	+4.5%	-0.9%	-0.0%	+1.6%
Nov 7	BMO Capital	Maintains	Market Perform → Market Perform	—	$49.76	$50.60	+1.7%	+3.2%	+4.5%	-0.9%	-0.0%	+1.6%
Nov 7	Needham	Maintains	Buy → Buy	—	$49.76	$50.60	+1.7%	+3.2%	+4.5%	-0.9%	-0.0%	+1.6%
Nov 4	Jefferies	Upgrade	Hold → Buy	—	$42.17	$43.43	+3.0%	+0.1%	+3.7%	+18.0%	+21.7%	+23.3%
Jul 31	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$39.05	$39.98	+2.4%	+1.5%	-2.5%	-4.8%	-7.3%	-7.4%
Jun 28	Citigroup	Maintains	Neutral → Neutral	—	$35.79	$35.82	+0.1%	+0.7%	-0.1%	-0.4%	-0.9%	+0.3%
Jun 13	Needham	Maintains	Buy → Buy	—	$35.06	$35.28	+0.6%	+0.7%	+0.7%	+0.7%	+0.6%	-1.6%
May 9	Needham	Maintains	Buy → Buy	—	$29.92	$30.00	+0.3%	+2.0%	+5.9%	+5.9%	+4.9%	+6.3%
May 6	Needham	Maintains	Buy → Buy	—	$29.26	$29.60	+1.2%	+3.6%	+3.0%	+2.3%	+4.3%	+8.3%
Apr 23	Citigroup	Maintains	Neutral → Neutral	—	$30.04	$27.99	-6.8%	-7.0%	-3.8%	-2.1%	-1.7%	-2.7%
Apr 23	JMP Securities	Maintains	Market Outperform → Market Outperform	—	$30.04	$27.99	-6.8%	-7.0%	-3.8%	-2.1%	-1.7%	-2.7%

Recent Filings

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

Data updated apr 27, 2026 7:33am · Source: massive.com