Technical Reactions to VERX Trends in Macro Strategies
This article analyzes Vertex Inc. Class A Common Stock (NASDAQ: VERX), highlighting weak sentiment across all horizons and suggesting a strong short bias. It details three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels, and includes a multi-timeframe signal analysis. The piece emphasizes the exceptional 78.2:1 risk-reward short setup.
Vertex reports fourth-quarter revenue growth and full-year return to profitability
Vertex Inc. (VERX) reported strong financial results for Q4 2025 and the full year, with total revenue increasing by 9.1% in the fourth quarter and 12.2% for the full year, reaching $748.4 million. The company returned to full-year net profitability with $7.2 million in net income, a significant improvement from a net loss in the prior year. Vertex also provided optimistic guidance for 2026, forecasting continued revenue growth and improved adjusted EBITDA.
Vertex Inc - Class A (NASDAQ:VERX) Shares Drop 9% on Q4 Revenue Miss and Cautious 2026 Outlook
Vertex Inc. (NASDAQ:VERX) shares dropped 9% after reporting mixed Q4 2025 results, with a beat on adjusted EPS but a miss on revenue. The company also provided a cautious 2026 outlook, with revenue guidance falling below analyst expectations, despite strong growth in its cloud and subscription businesses. The market's negative reaction highlighted investor focus on top-line growth and future guidance in the software sector.
Vertex, Inc. Announces Fourth Quarter and Full Year 2025 Financial Results
Vertex, Inc. has announced strong financial results for the fourth quarter and full year ending December 31, 2025, with significant revenue growth and improved profitability. The company's strategic focus on AI-driven solutions and e-invoicing mandates in Europe contributed to its success, leading to optimistic guidance for 2026 with projected double-digit revenue growth and enhanced profit margins.
Vertex, Inc. Reports Q4 and Full Year 2025 Financial Results with Double-Digit Revenue Growth and Increased Profitability
Vertex, Inc. announced strong financial results for Q4 and the full year 2025, reporting double-digit revenue growth and significant improvements in profitability. The company achieved $748.4 million in total revenues for the full year, a 12.2% increase, driven by strong cloud revenue growth of 27.9%. Vertex anticipates continued revenue growth and improved profit margins for 2026, supported by upcoming e-invoicing mandates and new AI-driven solutions, and plans further share repurchases.
Earnings Flash (VERX) Vertex, Inc. Reports Q4 Revenue $194.7M, vs. FactSet Est of $194.3M
Vertex, Inc. (VERX) announced its Q4 revenue reached $194.7 million, surpassing the FactSet estimate of $194.3 million. The company, a global provider of indirect tax solutions, also reported an adjusted EPS of $0.17 per share against an estimated $0.16. Following these results, some analysts downgraded the stock, while others maintained higher ratings, leading to fluctuations in share price.
Trading the Move, Not the Narrative: (VERX) Edition
This article analyzes Vertex Inc. Class A Common Stock (NASDAQ: VERX), identifying weak sentiment across all horizons and supporting a short bias. It details an exceptional 73.4:1 risk-reward short setup targeting a 21.4% downside. The analysis provides institutional trading strategies, including position, momentum breakout, and risk hedging, alongside multi-timeframe signal analysis for various holding periods.
Vertex Report: U.S. Sees Record-Level Growth in Sales Tax Rates and Rules Changes in 2025 Amid Fiscal Uncertainty
Vertex, Inc. released its 2025 End-of-Year U.S. Sales Tax Rates and Rules Report, revealing a record level of sales and use tax changes, with 681 rate changes and 335 new taxing jurisdictions enacted. This surge, attributed to local governments seeking new revenue, marks a 10-plus-year high. The report highlights the increasing complexity for businesses and anticipates continued pressures into 2026 due to evolving economic conditions and fiscal federalism, alongside the growing influence of AI and new revenue strategies.
(VERX) Volatility Zones as Tactical Triggers
This article provides an analysis of Vertex Inc. Class A Common Stock (NASDAQ: VERX) focusing on volatility zones as tactical triggers for trading. It highlights a neutral sentiment in shorter horizons potentially easing a long-term weak bias and identifies an exceptional risk-reward short setup. The report details various AI-generated trading strategies for different risk profiles, including position, momentum breakout, and risk hedging strategies.
Vertex trust sells $4.07 million in shares at $56.48 to $56.52
A trust associated with Vertex Pharmaceuticals, Vertex Trust, recently sold shares valued at approximately $4.07 million. The sales occurred at prices ranging from $56.48 to $56.52 per share, indicating a significant transaction by an insider-related entity.
Massachusetts Financial Services Co. MA Grows Stake in Vertex, Inc. $VERX
Massachusetts Financial Services Co. MA significantly increased its stake in Vertex, Inc. by 231% in Q3, bringing its total to 3.57 million shares valued at $88.45 million, representing 2.24% of the company. Vertex (NASDAQ:VERX) recently reported beating quarterly EPS estimates with 12.7% YoY revenue growth and authorized a $150 million share buyback. The stock currently trades around $19 with a "Moderate Buy" consensus rating and an average price target of $32.40.
Vertex Inc. Enhances e-Invoicing Solution to Simplify Global Tax Compliance
Vertex Inc. has enhanced its e-invoicing solution to help businesses comply with global tax mandates. The new capabilities integrate with SAP Document Compliance, allowing for automated e-invoicing processes and real-time tax calculations. This expansion addresses the growing complexity of e-invoicing regulations across different countries.
Price-Driven Insight from (VERX) for Rule-Based Strategy
This article provides a price-driven analysis of Vertex Inc. Class A Common Stock (NASDAQ: VERX), highlighting a near-term weak sentiment that may lead to a long-term decline. It details various AI-generated trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis to guide investors. The report identifies a significant risk-reward setup, targeting a substantial gain against minimal risk.
Vertex to Announce Fourth Quarter 2025 Financial Results on Wednesday, February 11, 2026
Vertex, Inc. (NASDAQ:VERX) announced it will release its fourth quarter 2025 financial results before market open on Wednesday, February 11, 2026. A conference call will be held at 8:30 a.m. Eastern Time on the same day to discuss the results. Interested participants can join by phone or through a listen-only webcast on the company's Investor Relations website.
Built In Honors Vertex in Its Esteemed 2026 Best Places To Work Awards
Vertex, Inc. has been recognized by Built In as one of the Best Places to Work in 2026, marking its third consecutive year on the list. The company was honored on two Best Remote Places to Work lists, reflecting its commitment to competitive compensation, benefits, and workplace culture. This recognition highlights Vertex's efforts to support employee growth, offer flexible work options, and foster an inclusive, purpose-driven environment.
Remote-first employer earns dual ‘Best Places to Work’ honors for 2026
Vertex (NASDAQ:VERX), a global provider of indirect tax solutions, has been named to Built In's 2026 Best Places to Work lists, securing two placements on the Best Remote Places to Work rankings. This marks the third consecutive year Vertex has received this recognition, which evaluates companies based on compensation, benefits, and culture programs. Vertex highlighted its remote-first flexibility, talent rewards, inclusive resource groups, and career growth opportunities as key factors contributing to its employee satisfaction.
Vertex Inc. (VERX) Unveils AI-Powered Tax Compliance Solution
Vertex Inc. (VERX) has expanded its partnership with CPA.com to introduce an AI-powered sales tax compliance solution aimed at accounting firms. This new solution helps firms provide automated tax compliance services to clients, enabling them to manage client compliance directly or via referral. The move comes as BMO Capital Markets predicts a recovery for software stocks in 2026, with Vertex Inc. expected to be a major beneficiary.
Precision Trading with Vertex Inc. Class A Common Stock (VERX) Risk Zones
This article provides a precision trading analysis for Vertex Inc. Class A Common Stock (VERX), highlighting near-term weak sentiment within a broader long-term weak bias. It outlines three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored to different risk profiles. The analysis emphasizes an exceptional risk-reward setup targeting a 28.5% gain versus 0.3% risk, with specific entry, target, and stop-loss levels.
Vertex Inc. (NASDAQ: VERX) and CPA.com expand AI-powered sales tax compliance services
Vertex Inc. (NASDAQ: VERX) and CPA.com have expanded their partnership to introduce an AI-driven sales tax compliance solution developed with Kintsugi. This new offering, part of the CPA.com Firm Advisor Program, automates various compliance tasks for accounting firms, aiming to enhance efficiency and create new advisory revenue streams. The solution will be showcased at the Digital CPA Conference in December 2025 and featured in a January 2026 webinar.
Vertex, Inc. (VERX): A Bull Case Theory
This article summarizes a bullish thesis on Vertex, Inc. (VERX), a software provider specializing in tax technology solutions. The company's strong fundamentals, recurring revenue, and positioning in the growing market for tax automation solutions make it a steady compounder despite recent equity underperformance. Vertex, Inc. has a market capitalization of $4.12 billion and demonstrates financial stability with resilient operational metrics.
Analysts’ Opinions Are Mixed on These Technology Stocks: Vertex (VERX), ZoomInfo Technologies (GTM) and Navitas Semiconductor (NVTS)
Analysts have provided mixed opinions on several technology stocks. Morgan Stanley maintained a Buy rating on Vertex (VERX), a Hold rating on ZoomInfo Technologies (GTM), and a Sell rating on Navitas Semiconductor (NVTS). The price targets and consensus ratings vary for each company, reflecting different outlooks on their future performance.
Vertex Announces $150 Million Stock Repurchase Program
Vertex Pharmaceuticals announced a new share repurchase program, authorizing the company to buy back up to $150 million of its common stock. This move reflects management's confidence in the company's financial strength and future prospects, aiming to enhance shareholder value. The repurchases will be made through open market transactions or privately negotiated deals, subject to market conditions and other factors.
Vertex Inc. Launches Configuration Agent for Microsoft Dynamics 365 to Enhance Tax Automation and Compliance
Vertex Inc. (VERX) has released the Vertex Configuration Agent for Microsoft Dynamics 365 on the Microsoft Marketplace, aiming to automate tax configuration and ensure compliance for businesses. This solution, leveraging Vertex AI, proactively identifies and applies necessary tax adjustments based on operational system updates, reducing manual effort. The integration with Microsoft enhances visibility and offers a streamlined approach to tax management within the Microsoft ecosystem.
Vertex Inc. (NASDAQ: VERX) adds AI-powered tax agent to Microsoft Dynamics 365 Marketplace
Vertex Inc. (NASDAQ: VERX) has released its AI-powered Tax Configuration Agent for Microsoft Dynamics 365 in the Microsoft Marketplace. This solution, integrated with Microsoft Dynamics 365 and Azure, automates the detection of source-system changes and applies tax configuration adjustments, aiming to reduce manual effort and ensure compliant tax setups globally. The offering seeks to simplify tax complexity for businesses using Microsoft products by leveraging intelligent automation.
Vertex Announces $150 Million Stock Repurchase Program
Vertex (VERX) has announced a $150 million stock repurchase program, approved by its Board of Directors on October 30, 2025, to boost shareholder value. This follows a strong Q3 2025 financial performance, including a 12.7% year-over-year revenue increase. The company also disclosed leadership changes, with Christopher Young becoming the new President and CEO.
Vertex (NASDAQ: VERX) names Ralf Gärtner to lead Europe, bringing 30+ years in tax tech
Vertex (NASDAQ:VERX) has appointed Ralf Gärtner as Senior Vice President and Regional Manager for Europe, effective October 30, 2025. Gärtner brings over 30 years of experience in tax, ERP, and accounting automation, aiming to advance Vertex's European operations, product innovation, and compliance offerings. This strategic move is intended to strengthen regional capabilities, scale sales and partner networks, and reinforce compliance across Europe's evolving business landscape.
Vertex CEO transition: DeStefano retires; Young named CEO with $25M RSUs
Vertex, Inc. (VERX) announced that CEO David DeStefano will retire as an executive officer effective November 10, 2025, but will remain Chairperson and serve as a consultant. Christopher Young has been appointed as the new CEO, President, and Class III director, also effective November 10, 2025. Young's compensation package includes a $700,000 base salary, a $25,000,000 RSU grant, and a $500,000 signing bonus.
Vertex (VERX): Investors Eye Profitability With 12.4% Revenue Growth Forecast Leading Into Earnings
Vertex (VERX) is attracting investor attention due to its projected path toward profitability, with analysts forecasting an impressive 82.67% annual earnings growth and 12.4% revenue growth. The company is expected to turn profitable within three years, driven by higher-margin cloud revenue and increased efficiency, with regulatory tailwinds from e-invoicing mandates also contributing to customer wins. Despite being unprofitable currently, Vertex appears undervalued compared to peers and the broader software industry, suggesting an attractive entry point for investors.
Vertex Inc - Class A (NASDAQ:VERX) Reports Mixed Q3 2025 Results with EPS Beat and Revenue Miss
Vertex Inc. (NASDAQ:VERX) announced mixed financial results for Q3 2025, beating EPS expectations with $0.17 against estimates of $0.1631, but missing revenue targets with $192.1 million, below the $195.5 million projected. The company also initiated its first stock repurchase program of up to $150 million and announced Christopher Young as the new President and CEO. Full-year 2025 revenue guidance was lowered, contributing to a negative pre-market market reaction.
Vertex Announces Third Quarter 2025 Financial Results and $150 Million Class A Common Stock Repurchase Program
Vertex, Inc. announced strong financial results for its third quarter ended September 30, 2025, with double-digit revenue growth and robust profitability. The company also initiated its first-ever stock repurchase program of $150 million for its Class A common stock, signaling confidence in its long-term market opportunity. This announcement comes as David DeStefano transitions to non-executive chairperson, welcoming Christopher Young as the new President and CEO.
Vertex Announces Third Quarter 2025 Financial Results and $150 Million Class A Common Stock Repurchase Program
Vertex Inc. (NASDAQ: VERX) announced strong third-quarter 2025 financial results, including double-digit revenue growth and robust profitability, alongside the authorization of a $150 million Class A common stock repurchase program. The company also provided a financial outlook for Q4 and full-year 2025, anticipating continued revenue growth and increased Adjusted EBITDA. Leadership changes were also highlighted, with Christopher Young set to succeed David DeStefano as President and CEO.
Vertex Inc. Appoints Ralf Gärtner as Senior Vice President and Regional Manager of Europe
Vertex Inc. has appointed Ralf Gärtner as Senior Vice President and Regional Manager of Europe to strengthen its regional capabilities and commitment to innovation. Gärtner brings over 30 years of experience in tax and corporate performance management, aiming to enhance compliance and sustainable growth through technology-driven solutions. This strategic hire underscores Vertex's expansion in Europe and its focus on helping businesses navigate complex regulatory environments with AI-powered tools.
Vertex, Inc. Announces CEO Transition
Vertex, Inc. announced that David DeStefano will retire as CEO, effective November 10, 2025. Christopher Young has been appointed to succeed him as CEO, President, and a Class III director. This leadership transition was disclosed in an SEC filing.
Vertex (NASDAQ: VERX) sees $192M Q3 revenue; Christopher Young named CEO effective Nov.
Vertex (NASDAQ: VERX) announced that David DeStefano will retire as President and CEO on November 10, 2025, to be succeeded by Christopher Young. The company also reported strong preliminary Q3 2025 results, with total revenue of approximately $192 million and adjusted EBITDA of about $43 million, alongside surpassing $600 million in annual recurring revenue for 2024. Young, a seasoned enterprise technology executive from Microsoft and McAfee, is expected to lead Vertex into its next growth phase, focusing on innovation with generative AI.
Does Vertex (VERX) Demonstrate Favorable Long-Term Trend?
Conestoga Capital Advisors reported on Vertex, Inc. (NASDAQ: VERX) in their Q3 2025 investor letter, noting a decline in the stock due to moderated revenue growth and elongated sales cycles impacting near-term results. Despite macro challenges, the long-term outlook for digitized tax compliance remains favorable. The company's revenue for Q2 2025 was $184.6 million, an increase of 14.6% year-over-year.
Callan Family Office LLC Makes New $370,000 Investment in Vertex, Inc. $VERX
Callan Family Office LLC has made a new $370,000 investment in Vertex, Inc. (NASDAQ:VERX), purchasing 10,469 shares during the second quarter. This new position comes as other institutional investors have also adjusted their holdings in Vertex, with hedge funds and institutional investors collectively owning 70.32% of the company's stock. The article also details Vertex's stock performance, recent earnings, and analyst forecasts.
Aberdeen Group plc Trims Position in Vertex, Inc. $VERX - MarketBeat
Aberdeen Group plc reduced its stake in Vertex, Inc. (NASDAQ:VERX) by 3.4%, now holding shares worth approximately $52.16 million. Vertex reported a Q2 EPS of $0.15, exceeding expectations, with revenue up 14.6% year-over-year. Analysts have a "Moderate Buy" consensus rating for VERX, with an average target price of $42.71.
AI-native tax automation: Vertex and Kintsugi launch scalable solution for SMBs, Oct. 2025
Vertex Inc. (NASDAQ: VERX) has launched Kintsugi powered by Vertex, an AI-native tax automation solution developed with startup Kintsugi to extend tax platforms to small and mid-sized businesses. This solution automates various compliance functions including nexus monitoring, registration, product-level tax categorization, calculation, filing, and remittance. It provides real-time dashboards for jurisdictional liability and exposure tracking, leveraging the Vertex tax engine for global accuracy and integrating with financial systems and ERPs.
Q3 '25 Results: Vertex to Release Third Quarter 2025 Financial Results Nov. 3; investor call & webcast
Vertex (NASDAQ: VERX) will release its third-quarter 2025 financial results before the market opens on Monday, November 3, 2025. A conference call and webcast to discuss these results are scheduled for 8:30 a.m. Eastern Time on the same day. Investors can access the call via phone or the company's investor relations website, with a replay available for a limited time afterward.
What Vertex (VERX)'s Summer Tax Survey Reveals About Rising Demand for Retail Tax Automation
A summer consumer tax survey by Vertex Inc. (VERX) indicates that evolving consumer shopping behaviors, characterized by earlier and more complex purchasing cycles, are driving a heightened need for automated tax technology among retailers. This demand aims to manage compliance complexities across multiple sales channels and shifting promotional periods. The article suggests this trend could positively influence Vertex's investment outlook, reinforcing its strategy centered on regulatory complexity and digital transformation in tax automation.
85% of Shoppers Now Start Summer Buying in Winter: Vertex Study Shows Retail's New Peak Season Reality
A Vertex study reveals that 85% of consumers now begin summer shopping in late winter, creating new peak seasons for retailers. This shift, driven by factors like avoiding price increases, necessitates smarter automated tax technology for retailers to manage product complexity and ensure compliance across various shopping channels and seasonal promotions. The study also highlights consumer preference for a blended in-store and online shopping experience and strong participation in holiday weekend sales.
Vertex Announces Second Quarter 2025 Financial Results
Vertex, Inc. announced its Q2 2025 financial results, reporting double-digit revenue growth and healthy profitability, with total revenues of $184.6 million and software subscription revenues of $157.8 million. Despite this, the company reduced its full-year 2025 financial guidance due to extended sales cycles and delayed customer decision-making impacting new contract signings. Vertex continues to see strong demand for its indirect tax solutions amid increasing complexity and e-invoicing mandates.
Vertex Inc. Reports Significant Increase in 2025 Mid-Year U.S. Sales Tax Rate Changes
Vertex Inc. has released its 2025 Mid-Year U.S. Rates and Rules Report, indicating a substantial 24% increase in sales tax rate changes compared to the first half of 2024, primarily driven by local governments seeking revenue. The report highlights a significant rise in local tax changes, digital taxation expansion, and the ongoing global focus on e-invoicing compliance, underscoring the growing complexity for businesses. While only one state, Louisiana, raised its sales tax rate, economic factors such as inflation and uncertainty in federal tax policy suggest more changes are anticipated.
Vertex, Inc. Announces Second Quarter 2025 Financial Results Release and Conference Call Details
Vertex, Inc. (NASDAQ: VERX) announced it will release its second quarter 2025 financial results on August 6, 2025, before market open, followed by a conference call at 8:30 a.m. Eastern Time. The company, a leading provider of indirect tax solutions, will make a replay of the call available until August 20, 2025. This allows stakeholders to access crucial updates on its performance and market position.
How To Buy Vertex Inc. Class A Stock in the US
This article provides a guide on how to buy Vertex Inc. Class A (NASDAQ:VERX) stock in the US, detailing the steps required, from choosing a stock broker to tracking performance. It also includes current stock data, such as the price, market capitalization, daily high/low, and 52-week high/low, along with broker comparisons. The article offers financial analysis metrics like EPS and PE ratio to help investors evaluate the stock.
Vertex, Inc. Reports Q4 2024 Financial Results with 15.2% Revenue Growth and Strategic Investments for Future Growth
Vertex, Inc. reported strong financial results for Q4 and full-year 2024, demonstrating a 15.2% and 16.5% year-over-year revenue increase, respectively. Despite a Q4 net loss, the company showed improved non-GAAP earnings and strong operational cash flow, with cloud revenues growing significantly. Vertex anticipates continued revenue growth in 2025 and plans strategic investments in R&D, including AI-based solutions and e-invoicing initiatives, to capitalize on future opportunities.
Vertex Acquires ecosio To Accelerate Global E-Invoicing Compliance
Vertex, Inc., a global provider of tax technology solutions, announced the acquisition of ecosio, a leading B2B integration provider specializing in electronic data interchange (EDI) and e-invoicing. This acquisition aims to accelerate global commerce and deliver a single, scalable platform for automating business transactions and managing indirect tax reporting and e-invoicing compliance. The deal involves an upfront cash payment of $69 million, plus a targeted earn-out of $76 million in cash and $35 million in Vertex shares, contingent on ecosio achieving specific financial performance targets over the next three years.
Vertex, Inc. Announces Offer to Acquire E-Invoicing Leader Pagero
Vertex, Inc. announced a public tender offer to acquire Pagero Group AB for approximately $555 million, aiming to extend its leadership in indirect tax compliance and accelerate expansion in international markets. This acquisition builds on an existing partnership to provide an end-to-end solution for automating business transactions and managing indirect tax, reporting, and e-invoicing compliance globally, driven by the increasing necessity of e-invoicing due to new digital tax reporting mandates. The transaction is expected to significantly expand Vertex's market opportunity, advance international growth, and enhance its financial profile, with financing including a new strategic investment from Silver Lake.
Bespoke Partners Welcomes Chief People Officer
Bespoke Partners, a leading provider of executive search and leadership advisory services, announced that Julie Catalano has joined the firm as Chief People Officer. Catalano brings over 20 years of senior leadership experience in human resources and organizational culture, having previously served at Vertex Inc. and Vanguard. In her new role, she will focus on scaling the team, deepening the firm's high-performance culture, and fostering an inclusive work environment.
AVM Biotechnology's Executive Leadership Team Joined by Dr. Manon Cox, MBA, former Protein Sciences Corporation CEO and Dr. Gary Grohmann, former Australian Regulatory Official
AVM Biotechnology announces the addition of Dr. Manon Cox as CEO and Dr. Gary Grohmann as Chief Regulatory Officer to its executive leadership team. Both Dr. Cox and Dr. Grohmann will retain their positions on the Board of Directors, joining Michael Bernard, JD. This expansion aims to strengthen the company as it prepares for an ambitious 2021, focusing on the clinical trial of AVM0703 for Non-Hodgkin's Lymphoma and its eventual commercialization.
