VERX — Vertex, Inc. stock price, charts and financials

QT28Vertex, Inc.

Vertex, Inc. (NASDAQ: VERX) is a Technology company in the Software - Application industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.

Latest market price
12.39
-1.01-7.54%
OverviewShort InterestFilings
VERXQT28Vertex, Inc.·NASDAQ
12.39-7.54%
Filing
Down 7.5% — Filed an 8-K material-event report (2026-08-03) — details in the filing.
Medium confidence
TA
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Signal & projected range
Gap down — mean-reversionHistorical pattern — not a prediction
Recent priceDays this stock last showed the setupRange of past outcomes (±1σ)
Horizon
0%Past 3 monthsToday
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Over the next 20 trading days, similar setups historically landed in a measured range of outcomes. Unlock with Premium to see the median return, the typical range, and how often they were positive. This is the historical range of outcomes — not a prediction of this stock’s price.

Ranges describe how this exact setup resolved in the past — derived from thousands of historical occurrences across QuoTrend’s coverage since 2006, survivorship-corrected to include companies that later delisted. The band is the typical spread (±1σ) of those outcomes, not a forecast; the central value is their average move. Fewer matching cases over longer horizons widen the band and lower its reliability. Backtested results are hypothetical, based on historical data, and do not represent actual trading. Past performance does not guarantee or predict future results. QuoTrend is an educational research tool, not investment advice. Markets involve risk, including loss of principal.

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KARO+0.22%$64.69ALKT+0.59%$18.91BVC+11.57%$11.67BLKB+2.55%$45.50BL+1.04%$33.12ASAN+2.70%$8.76EVCM-0.08%$11.97NCNO+1.56%$19.50
Snapshot
Index-P/E-EPS (ttm)-0.04Insider Own23.63%Shs Outstand161.82MPerf Week-6.42%
Market Cap2.00BForward P/E11.96EPS next Y1.04Insider Trans1.31%Shs Float144.13MPerf Month-3.58%
Enterprise Value2.10BPEG-EPS next Q-Inst Own-Short Float4.89%Perf Quarter-7.12%
Income-7.00MP/S2.61EPS this Y2137.92%Inst Trans-Short Ratio4.37Perf Half Y-33.74%
Sales769.00MP/B8.12EPS next Y27.05%ROA-0.53%Short Interest7.05MPerf YTD-37.96%
Book/sh1.53P/C7.96EPS next 5Y22.61%ROE-2.53%52W High33.54 -63.06%Perf Year-61.64%
Cash/sh1.56P/FCF22.33EPS past 3/5Y-ROIC-0.10%52W Low10.21 21.35%Perf 3Y-38.75%
Dividend Est.-EV/EBITDA28.75Sales past 3/5Y14.99% 14.81%Gross Margin62.30%Volatility5.47% 5.49%Perf 5Y-32.85%
Dividend TTM-EV/Sales2.73EPS Y/Y TTM88.24%Oper. Margin-0.11%ATR (14)0.88Perf 10Y-
Dividend Ex-Date-Quick Ratio0.86Sales Y/Y TTM15.29%Profit Margin-0.84%RSI (14)48.99Recom2.44
Dividend Gr. 3/5Y-Current Ratio0.86EPS Q/Q13.33%SMA20-1.49%Beta0.80Target Price17.40
Payout0.00%Debt/Eq1.39Sales Q/Q11.30%SMA50-0.56%Rel Volume3.70Prev Close13.40
Employees2,100LT Debt/Eq1.37EarningsNov 02SMA200-21.02%Avg Volume1.92MPrice12.39
IPO DateJul 29, 2020Option/ShortYes / YesEPS/Sales Surpr.3.49% 0.94%Net Debt/EBITDA1.33Volume7,114,136Change-7.54%
Analyst Ratings
DateActionAnalystRatingTarget
Aug-04-26ReiteratedRobert W. Baird$19 → $17
Aug-04-26ReiteratedDA DavidsonNeutral$15 → $12
Aug-04-26ReiteratedStephens & Co.Overweight$30 → $18
Jul-21-26DowngradeMorgan StanleyOverweight → Equal Weight$19 → $15
May-09-26ReiteratedJefferiesBuy$16 → $14
May-08-26ReiteratedMorgan StanleyOverweight$18 → $19
May-08-26ReiteratedD.A. DavidsonNeutral$13 → $15
May-07-26ReiteratedGoldman SachsBuy$23 → $21
Apr-30-26ReiteratedMorgan StanleyOverweight$20 → $18
Feb-12-26ReiteratedD.A. DavidsonNeutral$23 → $13
Latest News
Aug-04-26
Aug-04-2605:37PM
Why Vertex Pharmaceuticals Stock Ticked Higher on Tuesdayfool.com
01:05PM
12 Information Technology Stocks Moving In Tuesday's Intraday SessionBenzinga
09:15AM
Vertex Analysts Lower Their Forecasts Following Q2 Resultsbenzinga.com
08:00AM
Vertex Expands Leadership Team to Power the Next Chapter of Growthglobenewswire.com
06:57AM
Vertex Pharmaceuticals: A Transition Year Into A Multi-Franchise Growth Storyseekingalpha.com
04:30AM
Vertex, Inc. (VERX) Q2 2026 Earnings Call Transcriptseekingalpha.com
Aug-03-26
Aug-03-2607:04PM
Vertex Q2 Earnings Call Highlightsmarketbeat.com
07:04PM
Vertex Pharmaceuticals Q2 Earnings Call Highlightsmarketbeat.com
07:01PM
Compared to Estimates, Vertex (VERX) Q2 Earnings: A Look at Key Metricszacks.com
06:46PM
Vertex (VERX) Q2 Earnings and Revenues Top Estimateszacks.com
04:21PM
Vertex Raises 2026 Guidance, But Shares Fall For One Key Reasoninvestors.com
04:04PM
Vertex raises annual revenue forecast on cystic fibrosis drugs strengthreuters.com
04:03PM
Vertex Announces Second Quarter 2026 Financial Resultsglobenewswire.com
04:01PM
Vertex Reports Second Quarter 2026 Financial Resultsbusinesswire.com
Jul-30-26
Jul-30-2610:05AM
New Vertex Research Signals a Turning Point for Indirect Tax and Compliance: The Rise of Decision-to-Defenseglobenewswire.com
Company

Vertex, Inc. specializes in delivering advanced tax technology solutions to corporations across various sectors, including retail, communication, leasing, and manufacturing. These services are provided to clients both within the United States and globally. Its comprehensive product portfolio encompasses tools for tax determination, compliance and reporting, efficient tax data and document management, pre-built integration capabilities, and specialized solutions tailored to specific industries. Clients can access their software through traditional on-premise licenses or via cloud-based Software as a Service (SaaS) subscriptions. Beyond its software offerings, Vertex also delivers essential support services. These include implementation and training for its licensed and cloud-based products, as well as outsourced transaction tax return processing and other ancillary tax-related consultations. Established in 1978, Vertex, Inc. has its headquarters situated in King of Prussia, Pennsylvania.

Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements
DataTimeframe
Line Item (USD, M)
TTM
—
FY 2025
12/31/2025
FY 2024
12/31/2024
FY 2023
12/31/2023
FY 2022
12/31/2022
FY 2021
12/31/2021
FY 2020
12/31/2020
FY 2019
12/31/2019
FY 2018
12/31/2018
Total Revenue769748667572492426375322272
Cost of Goods Sold Incl. D&A29029424122419316216511096
Gross Profit478455426349298264209211177
Selling, General and Administrative Excl. Other383368323286247206248139116
Research and Development1068467584244543124
Other Operating Expense-1010382218171297
Operating Income-1-8-2-18-8-3-10532-3
Interest Expense000421322
Unusual Expense
—————————
Non-Operating Income (Expense)-8154000011
Net Income Before Taxes-882-22-10-4-10831-4
Income Taxes-1055-92-2-3302
Consolidated Net Income-77-53-13-12-1-7531-6
Net Income From Continuing Operations-77-53-13-12-1-7531-6
Net Income-77-53-13-12-1-7531-6
EPS (Recurring)-0.030.05-0.34-0.09-0.08-0.01-0.600.21-0.05
EPS (Basic, Before Extraordinaries)-0.030.05-0.34-0.09-0.08-0.01-0.600.21-0.05
EPS (Diluted)-0.040.04-0.34-0.09-0.08-0.01-0.600.21-0.05
EBITDA73105102575342-735722
Other After Tax Adjustments
—————————
Stock Option Compensation Expense
—————————
Price To Earnings Ratio—499.25———————
Price To Sales Ratio2.823.8412.407.164.425.5112.27——
Gross Margin62.1660.8363.8761.0160.5761.9755.7365.5365.07
Operating Margin-0.13-1.07-0.30-3.15-1.63-0.70-28.009.94-1.10
Net Margin-0.910.94-7.95-2.27-2.44-0.23-20.009.63-2.21
Shares Outstanding175144155152150148132146124
Market Capitalization2,1682,8768,2694,0952,1772,3494,600——
Operating Lease Expense
—————————
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Insider Trading Volume
$46.56$36.39$26.22$16.06$5.89● Close Price0.00M1.59M3.18M4.78M6.37MUSD Trades VolumeAugSepOctNovDec2026FebMarAprMayJunJulAug
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
DeStefano DavidDirectorMay 28 '26Sale12.756,46082,365197,572Jun 01
ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 200110% OwnerMar 09 '26Buy15.0510,000150,4771,221,100Mar 09
DeStefano DavidDirectorFeb 24 '26Option Exercise0.00109,23301,307,500Feb 26
Young Christopher DavidPresident and CEOFeb 23 '26Buy12.1860,000730,79460,000Feb 25
DeStefano DavidDirectorFeb 23 '26Option Exercise0.00101,39501,245,379Feb 25
Rowland Bryan T.R.GENERAL COUNSELFeb 23 '26Option Exercise0.006,428014,640Feb 25
SCHWAB JOHN RCHIEF FINANCIAL OFFICERFeb 23 '26Option Exercise0.0030,3050148,682Feb 25
DeStefano DavidDirectorFeb 20 '26Option Exercise0.00113,54101,156,507Feb 24
SCHWAB JOHN RCHIEF FINANCIAL OFFICERFeb 20 '26Option Exercise0.0039,7660126,975Feb 24
Rowland Bryan T.R.GENERAL COUNSELFeb 20 '26Option Exercise0.007,10809,188Feb 24
Leib Ryan JChief Accounting OfficerFeb 20 '26Option Exercise0.006,34808,205Feb 24
ANDERSEN ERIC C.DirectorFeb 20 '26Buy12.9140,000516,400150,341Feb 23
Westphal Jeffreyother: See RemarksFeb 17 '26Buy12.53150,0001,880,235397,740Feb 18
Westphal Jeffreyother: See RemarksFeb 13 '26Buy13.08247,7403,241,059247,740Feb 18
Rowland Bryan T.R.GENERAL COUNSELFeb 10 '26Option Exercise0.004,08804,680Feb 12
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QuoTrend signals describe historical patterns and statistics — educational information, not investment advice or a recommendation to buy or sell. Past performance doesn’t guarantee future results. Every figure traces to QuoTrend data. Historical patterns — not a prediction or advice.