Vertex Report: Rising Sales Tax Rates Signal a New Era of Tax Volatility
Vertex, Inc. released its 2026 Mid-Year U.S. Sales Tax Rates and Rules Report, indicating that the combined average U.S. sales tax rate reached a 10-year high of 10.1881%. The report highlights increasing tax complexity due to accelerating local tax activity, fiscal pressures pushing revenue generation to state and local levels, and the evolving tax base to include services and digital offerings. These trends, alongside global shifts in tax authority technology and e-invoicing mandates, suggest a more dynamic and challenging environment for businesses worldwide.
Average basic shares outstanding of Vertex, Inc. Class A – HAM:56X
This article provides a financial data point for Vertex, Inc. Class A (HAM:56X) on the Hamburg Stock Exchange, specifically its average basic shares outstanding. It lists various sections related to financial information, community, and company details without presenting detailed figures for the shares outstanding. The content appears to be a data point or a placeholder from a financial data platform.
ETFs Investing in Vertex, Inc. Class A Stocks
This article lists various Exchange Traded Funds (ETFs) that hold Vertex, Inc. Class A stocks. It provides detailed information for each ETF, including market value, weight, issuer, management style, focus, expense ratio, AUM, price, change percentage, relative volume, and 3-year NAV total return. The data aims to help investors identify funds that offer diversified exposure to Vertex, Inc. with varying risk profiles.
Vertex, Inc. (NASDAQ:VERX) Receives Consensus Recommendation of "Hold" from Analysts
Vertex, Inc. (NASDAQ:VERX) has received a consensus "Hold" rating from fifteen analysts, with an average 12-month price target of $17.43. The company recently reported Q2 earnings of $0.20 EPS, beating estimates, and revenue of $203.97 million, a 10.5% year-over-year increase. Institutional investors hold approximately 70.32% of the company's stock.
Vertex Analysts Lower Their Forecasts Following Q2 Results
Vertex Inc (NASDAQ: VERX) reported strong Q2 earnings, beating analyst estimates for both earnings per share and sales. Despite the positive results, analysts from Baird, Stephens & Co., and Canaccord Genuity lowered their price targets, while BTIG downgraded the stock from Buy to Neutral, leading to a 2% fall in pre-market trading. The company's Q3 sales guidance was also below market estimates.
Vertex Announces Second Quarter 2026 Financial Results
Vertex Inc. announced solid second-quarter 2026 financial results, with total revenues of $204.0 million, up 10.5% year-over-year, and adjusted EBITDA exceeding expectations at $51.0 million. The company highlighted strong customer retention, improved e-invoicing momentum, and progress in its "AI-First" strategy. Vertex also provided an optimistic financial outlook for the third quarter and full-year 2026, narrowing its revenue guidance and raising its adjusted EBITDA forecast.
New Vertex Research Signals a Turning Point for Indirect Tax and Compliance: The Rise of Decision-to-Defense
New research from Vertex, Inc. highlights a structural shift in how global enterprises manage indirect tax and compliance, moving it from a back-office function to a real-time, board-level discipline. The "Decision-to-Defense" approach addresses "Defensibility Drift" and "CompOps Drag" that widen a "Compliance Confidence Gap." Vertex's findings, based on over 2,100 enterprise leaders, advocate for governing the entire tax lifecycle from decision-making to audit defense to transform compliance from a cost into a source of growth.
VERX|Vertex Inc|Price:12.640|Chg%:+0.770
This article provides a market overview for Vertex Inc (VERX), highlighting its current stock price, market trends, and analyst ratings. It notes Vertex Inc's healthy fundamentals, significant growth potential, and "Buy" ratings from multiple analysts with a target price of 17.58. The article also details the company's business as a provider of indirect tax solutions and includes key financial figures and technical indicators.
Vertex schedules 5 p.m. call on Aug. 3 to discuss results
Vertex (NASDAQ: VERX) announced it will release its second quarter 2026 financial results after market close on Monday, August 3, 2026. A conference call to discuss these results is scheduled for 5:00 p.m. Eastern Time on the same day. Investors can register in advance for the live event or access a live webcast and audio-only replay via the company's investor relations website.
Vertex to Announce Second Quarter 2026 Financial Results on Monday, August 3, 2026
Vertex, Inc. (NASDAQ:VERX) announced that it will release its second quarter 2026 financial results after market close on Monday, August 3, 2026. A conference call to discuss these results will be held at 5:00 p.m. Eastern Time on the same day. Investors can register for the live event or access a live webcast and replay on the company's investor relations website.
Enterprise value to EBIT forward of Vertex, Inc. Class A – LS:A2P93F
This article focuses on the "Enterprise value to EBIT forward" metric for Vertex, Inc. Class A, identified by the stock symbol A2P93F on the Lang & Schwarz Tradecenter. The piece is primarily a financial data point from TradingView, indicating a specific valuation ratio for the company's future earnings before interest and taxes.
Enterprise value to EBIT forward of Vertex, Inc. Class A – LSX:A2P93F
This article displays the enterprise value to EBIT forward for Vertex, Inc. Class A (LSX:A2P93F) on TradingView. It provides a brief financial metric for the company, accessible through the platform's various financial tools and data services.
Understanding Momentum Shifts in (VERX)
This article provides an analysis of Vertex Inc. (VERX) stock, highlighting strong near and mid-term sentiment but a weak long-term outlook. It presents AI-generated trading strategies for different risk profiles, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis. The analysis points to compelling upside potential due to no remaining resistance levels above the current price.
Vertex, Inc. Class A Actuals & Estimates (NASDAQ:VERX)
This article provides current financial data and analyst estimates for Vertex, Inc. (VERX), a company traded on NASDAQ. It covers stock performance, price targets, earnings, revenue, market capitalization, and volatility, along with answers to frequently asked questions about the company's financials and stock. The article also notes that VERX stock has experienced significant declines recently and analysts have provided future price estimates ranging from $14.00 to $25.00.
Price to earnings forward of Vertex, Inc. Class A – FWB:56X
This page from TradingView provides financial information for Vertex, Inc. Class A (FWB:56X) on the Frankfurt Stock Exchange, specifically focusing on its Price to Earnings Forward metric. The content highlights the stock's overview, financials, news, and community discussions. It serves as a data point for investors interested in the company's valuation.
Vertex, Inc. Class A Actuals & Estimates (MUN:56X)
This article provides actuals and estimates for Vertex, Inc. Class A (MUN:56X), detailing its financial performance, analyst forecasts, and key company data. It includes information on past earnings, revenue, net income, and upcoming earnings reports, along with historical stock price data and employee count.
Vertex (VERX) director Philip Saunders receives 15,638 restricted shares in equity grant
Vertex, Inc. director Philip Seth Saunders received an equity grant of 15,638 shares of Class A Common Stock as restricted stock, with no cash purchase price. This grant increases his direct holdings to 50,606 shares. The restricted shares will vest on the earlier of the day immediately prior to the next annual meeting of stockholders or June 10, 2027.
Vertex (NASDAQ: VERX) director granted 15,638 restricted shares
Vertex, Inc. director Gayton Bradley M was granted 15,638 restricted shares of Class A Common Stock at no cash cost per share, increasing his direct holdings to 68,500 shares. The restricted stock award vests on the earlier of the day before the company's next annual stockholder meeting or June 10, 2027. This transaction, classified as a grant rather than a purchase, ties the award to his continued board service and reflects a neutral impact and sentiment according to the filing analysis.
Vertex (NASDAQ: VERX) director granted 15,638 shares of restricted stock
Vertex, Inc. director John Richard Stamm was granted 15,638 shares of Class A Common Stock as restricted stock, which is considered equity compensation. These shares, valued at $0.00 per share for the grant, will vest on the earlier of the day before Vertex’s next annual stockholder meeting or June 10, 2027. Following this transaction, Stamm directly holds 32,685 shares of Vertex Class A Common Stock.
Director Eric C. Andersen awarded 15,638 Vertex (VERX) restricted shares
Vertex, Inc. director Eric C. Andersen was granted 15,638 shares of Class A common stock as restricted stock, with no cash cost. This award will vest on the earlier of the day before the next annual stockholders’ meeting or June 10, 2027. Following this grant, Andersen directly holds 165,979 shares of VERX, indicating a compensation-related award rather than a market purchase.
Vertex (VERX) director Westphal awarded 15,638 restricted shares
Vertex, Inc. director and ten percent owner Amanda Westphal was awarded 15,638 restricted shares of Class A Common Stock at no purchase price. These shares will vest on the earlier of the day before the next annual stockholder meeting or June 10, 2027. Following this grant, Westphal directly holds 159,030 shares of Class A Common Stock.
Vertex (VERX) director granted 15,638 restricted shares, total holdings now 20,965
Vertex, Inc. director Mark J. Mendola was granted 15,638 restricted shares of Class A Common Stock as a compensation-related award, bringing his total direct holdings to 20,965 shares. The shares were awarded at no cash cost and will vest on the earlier of the day before the company's next annual stockholder meeting or June 10, 2027. This grant aligns the director's equity with a typical annual board service period.
Vertex (VERX) director DeStefano granted 15,638 restricted Class A shares
Vertex, Inc. director David DeStefano was granted 15,638 Class A Common Stock shares as restricted stock, with a stated price of $0.00 per share. This award is compensation-related and will vest on the earlier of the next annual stockholders' meeting or June 10, 2027. Following this transaction, DeStefano directly holds 1,271,155 Class A shares, with an additional 197,572 held indirectly by family trusts.
VERX SEC Filings - Vertex, Inc. 10-K, 10-Q, 8-K Forms
This page provides a comprehensive overview of Vertex, Inc. (VERX) SEC filings, including 10-K, 10-Q, and 8-K reports, as well as insider trading forms. It highlights recent filings detailing BlackRock's stake in Vertex, credit agreement amendments for shareholder returns, a CEO transition, Q3 financial results including $192.1M revenue, a $150M stock repurchase program, and insider trading activities.
VERX Stock Price, Quote & Chart | VERTEX INC - CLASS A (NASDAQ:VERX)
This article provides an in-depth financial overview of VERTEX INC - CLASS A (NASDAQ:VERX), including its current stock price, historical performance, and key financial metrics. It highlights the company's valuation, growth, profitability, and technical and fundamental ratings. The article also provides a summary of recent news and analyst forecasts for VERX.
Vertex director David DeStefano sells $82,365 in class A common stock.
Vertex director David DeStefano sold 6,460 shares of Class A common stock worth $82,365 on May 28, 2026, selling at $12.75 per share, even though the stock has since risen. The shares were held indirectly through family trusts for his children. Despite this sale, Vertex Inc. recently surpassed Q1 2026 earnings and revenue forecasts, though Stifel adjusted its price target down to $14 from $16 due to cloud growth concerns.
Vertex (NASDAQ: VERX) director’s family trusts sell 6,460 shares, large stake remains
Vertex Inc. director David DeStefano's family trusts sold 6,460 Class A Common Stock shares at $12.75 each, as reported in a Form 4 filing. Following the sale, the family trusts retained 197,572 shares, and DeStefano directly holds a substantial 1,255,517 Class A shares, indicating he maintains a significant equity position in the company. The transaction's impact is deemed neutral, given the modest size of the sale relative to his overall holdings.
(VERX) Movement Within Algorithmic Entry Frameworks
This article provides an algorithmic analysis of Vertex Inc. Class A Common Stock (NASDAQ: VERX), highlighting a neutral sentiment in shorter horizons but maintaining a weak long-term bias. It outlines three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis for support and resistance levels. The analysis suggests elevated downside risk due to a lack of additional long-term support signals.
Vertex, Inc. - Class A Common Stock (NQ: VERX
This article provides a collection of recent news headlines and press releases concerning Vertex, Inc. (NASDAQ: VERX). It covers financial results announcements, tax rate reports, and various analyst and market commentary on the company's stock performance and industry position. The updates span from early 2023 to mid-2023, highlighting key events like earnings reports, stock spotlights, and integration achievements.
Morgan Stanley discloses 4.15M shares (5.3%) in Vertex (VERX)
Morgan Stanley has filed a Schedule 13G, reporting a beneficial ownership of 4,146,241 shares of Vertex, Inc. (VERX) Class A Common Stock, which represents 5.3% of the class. The filing indicates shared voting power over 4,115,461 shares and shared dispositive power over all 4,146,241 shares, consistent with institutional reporting conventions. This disclosure signals institutional exposure to Vertex but does not specify trading intent or timing.
Vertex (NASDAQ: VERX) grows Q1 2026 revenue and boosts EBITDA with cost plan
Vertex (NASDAQ: VERX) reported strong Q1 2026 results with revenue of $196.6 million and increased non-GAAP Adjusted EBITDA to $44.1 million, driven by software subscriptions. Despite a GAAP net loss due to higher operating expenses, the company emphasized its non-GAAP profitability and launched a Value Creation Plan aiming for $60–$70 million in annual cash savings starting in 2027. Vertex also expanded its real-time compliance capabilities by acquiring Brinta, an AI-first e-invoicing startup in Latin America, and raised its full-year 2026 Adjusted EBITDA guidance.
Number of shareholders of Vertex, Inc. Class A – BX:VERX
This article provides financial information for Vertex, Inc. Class A, traded on BX Swiss under the ticker VERX. It details the number of shareholders for different periods and mentions the data sources used.
Vertex Announces First Quarter 2026 Financial Results
Vertex, Inc. announced strong financial results for its first quarter ended March 31, 2026, with revenue and adjusted EBITDA exceeding guidance. The company reported a 11.1% year-over-year revenue increase to $196.6 million and detailed its recent acquisition of Brinta, an AI-first e-invoicing startup, to enhance its Latin American market presence. Vertex also introduced a Value Creation Plan aimed at accelerating profitability and free cash flow through strategic investments and cost actions.
Vertex Announces First Quarter 2026 Financial Results
Vertex, Inc. (NASDAQ: VERX) announced strong financial results for its first quarter ended March 31, 2026, with total revenues of $196.6 million, up 11.1% year-over-year, and Adjusted EBITDA of $44.1 million. The company acquired Brinta, an AI-first e-invoicing startup, to expand its Latin American coverage and introduced a Value Creation Plan aimed at accelerating profitability and free cash flow. Vertex also provided a positive financial outlook for Q2 and the full year 2026, increasing its Adjusted EBITDA guidance due to expected cost savings.
Vertex says April cost plan will save $60M-$70M a year from 2027
Vertex (NASDAQ: VERX) announced its Q1 2026 financial results, reporting an 11.1% YoY revenue increase to $196.6 million and an 11.2% YoY ARR increase to $687.6 million. The company also introduced a Value Creation Plan, expected to generate $60-$70 million in annual cash savings starting in 2027, and acquired Brinta to expand its Latin American market presence. Vertex raised its full-year 2026 Adjusted EBITDA guidance to $202.0M–$208.0M.
Vertex Announces First Quarter 2026 Financial Results
Vertex, Inc. announced strong financial results for its first quarter ended March 31, 2026, with total revenues up 11.1% year-over-year and adjusted EBITDA up to $44.1 million. The company acquired Brinta, an AI-first e-invoicing startup, to expand its Latin American coverage and accelerate its AI-leading strategy outlined in its Value Creation Plan. Vertex also provided a positive financial outlook for Q2 and the full year 2026, anticipating increased profitability and free cash flow.
Trading Systems Reacting to (VERX) Volatility
This article analyzes Vertex Inc. Class A Common Stock (VERX), highlighting near and mid-term strong sentiment but a weak long-term outlook with elevated downside risk. It presents three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored to different risk profiles. The analysis includes multi-timeframe signal strength, support, and resistance levels for VERX.
Vanguard (NASDAQ: VERX) reports 4.84M Vertex shares, 6.22% stake
Vanguard Portfolio Management has reported a beneficial ownership of 4,841,652 shares of Vertex Inc (NASDAQ: VERX) common stock, representing a 6.22% stake in the company as of March 31, 2026. This disclosure was made in a Schedule 13G SEC filing, indicating the holdings are managed passively across Vanguard funds and accounts. The filing grants Vanguard sole dispositive power over all reported shares, but sole voting power for only 60,971 shares.
Vertex (NASDAQ: VERX) announces 9% global workforce reduction plan
Vertex, Inc. has announced a global Value Creation Plan that includes a 9% workforce reduction, impacting approximately 170 employees, to become more AI-enabled and improve operational efficiency. The company anticipates pre-tax charges of $6 million to $8 million, primarily for severance and other separation benefits, with most costs expected in the first fiscal quarter of 2026. This strategic move aims to align its workforce and spending with long-term growth priorities.
Vertex (VERX) schedules 2026 virtual meeting and CEO-linked board elections
Vertex, Inc. has announced its 2026 Annual Meeting of Stockholders will be held virtually on June 10, 2026, where shareholders will vote on the election of three Class III directors and the ratification of Crowe LLP as the independent registered public accounting firm. The Board unanimously recommends voting in favor of both proposals. The proxy statement details the company's dual-class share structure, corporate governance, and executive compensation, including Christopher Young's transition to President and CEO in November 2025.
Vertex to Announce First Quarter 2026 Financial Results on Thursday, May 7, 2026
Vertex, Inc. (NASDAQ:VERX) announced it will release its first quarter 2026 financial results before the market opens on Thursday, May 7, 2026. A conference call for investors will be held at 8:30 a.m. Eastern Time on the same day, with registration available online and a live webcast on the company's investor relations website. An audio-only replay will also be accessible for one year.
(VERX) and the Role of Price-Sensitive Allocations
This article provides an AI-generated analysis of Vertex Inc. Class A Common Stock (NASDAQ: VERX), indicating weak sentiment across all time horizons and supporting a short bias. It highlights a significant short setup with a high risk-reward ratio and outlines three distinct trading strategies: Position Trading, Momentum Breakout, and Risk Hedging, along with multi-timeframe signal analysis for support and resistance levels.
Exploring 3 Undervalued Small Caps With Insider Activity Across Regions
This article identifies three undervalued small-cap stocks with significant insider activity: Vertex (VERX), Northwest Bancshares (NWBI), and Bob's Discount Furniture (BOBS). It highlights their financial performance, growth forecasts, and recent insider purchases, suggesting potential investment opportunities in a flat U.S. market. The analysis emphasizes the importance of insider confidence and projected earnings growth for these companies.
3.40M-share exit filing lowers Vertex (VERX) stake below 5% — amendment
An SEC Form SCHEDULE 13G/A amendment for Vertex, Inc. (VERX) indicates that Arthur C. Young, Douglas J. Dossey, and Tensile Capital Management entities collectively reported beneficial ownership of 3,398,563 shares, representing 4.37% of Class A Common Stock. This filing is classified as an "exit filing," signifying that the reporting persons no longer beneficially own more than five percent of outstanding shares. The amendment, dated 04/02/2026, explicitly states that the previous reporting threshold has been crossed, though it does not detail the specific transactions that led to the reduction in ownership.
Vanguard disaggregates holdings; subsidiaries to report VERX separately (VERX)
The Vanguard Group has filed an amended Schedule 13G/A, reporting zero beneficial ownership of Vertex Inc (VERX) common stock. This change follows an internal realignment where certain Vanguard subsidiaries and business divisions will now report their holdings separately, in accordance with SEC Release No. 34-39538. The filing, signed by Ashley Grim, Head of Global Fund Administration, indicates that these subsidiaries will continue to pursue the same investment strategies as previously.
VERTEX Shareholders Are Encouraged to Reach Out to Johnson
Johnson Fistel, PLLP is investigating potential claims on behalf of investors of Vertex, Inc. (NASDAQ: VERX) after the company reduced its full-year guidance in August 2025, leading to a 19% stock price drop. The investigation focuses on whether Vertex's executive officers complied with federal securities laws. Shareholders who experienced losses are encouraged to contact Johnson Fistel for more information.
Understanding the Setup: (VERX) and Scalable Risk
This article analyzes Vertex Inc. (VERX), identifying weak sentiment across all time horizons which supports a short bias. It highlights an exceptional 81.0:1 risk-reward short setup targeting a 24.6% downside with minimal risk. The analysis includes three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles and holding periods, along with multi-timeframe signal analysis.
xSuite Group and Vertex, Inc. become Partners
xSuite Group and Vertex, Inc. have announced a new partnership to expand their reach and deliver value to SAP customers globally. This collaboration will focus on serving businesses in the U.S., DACH, and EMEA regions, leveraging both companies' expertise in SAP environments to help organizations manage financial and compliance complexities. The partnership highlights a shared commitment to providing best-in-class solutions and supporting global compliance needs for SAP customers.
Vertex Now Available on Oracle Marketplace
Vertex Inc. (NASDAQ:VERX) announced that its O Series Tax Engine and Indirect Tax Accelerator for Oracle’s ERP offerings are now available on the Oracle Marketplace and can be deployed on Oracle Cloud Infrastructure (OCI). This integration provides centralized, scalable tax determination and calculation, aiming to accelerate tax integration and configuration for global businesses. The availability on Oracle Marketplace extends Vertex's commitment to the Oracle community, enabling faster implementation and adaptation to evolving tax regulations.
VERX SEC Filings - Vertex, Inc. 10-K, 10-Q, 8-K Forms
This page provides access to Vertex, Inc. (VERX) SEC filings, including 10-K, 10-Q, and 8-K forms, with AI-powered summaries for easier understanding. Recent filings cover topics such as BlackRock's stake, credit agreement amendments, executive leadership changes, and latest quarterly earnings. The platform also details insider trading activities and stock repurchase programs.
