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VERX · Vertex, Inc.

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$12.32 +0.03 (+0.24%)
Russell 2000 member Rebalance outlook locked
Market Cap
$1.84B
Shares
162.22M
Volume · Oct 7 59.91K Avg daily vol (3M) 1.88M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$12.29 Open$12.36 Day$12.15–12.66 52W close$10.58–25.94 Avg vol 30d1.4M Short int5.4M · 3.4% float · 3.8d Short vol48% Last earningsAug 3, 2026 DataJul 2020–Oct 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Oct 31, 2026 Est · unconfirmed · in 3 wks
Latest filing: 10-Q
filed Aug 4, 2026
Q4 2025 earnings call transcript
call held Feb 11, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$787.44M
Trailing 12 months
Net income (TTM)
$3.58M
Trailing 12 months
Revenue growth YoY
+10.5%
Year over year
Operating margin
-1.7%
Trailing 12 months
P / E (TTM)
515.9
Trailing earnings · reciprocal yield 0.2%
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-51.0%
Trailing year
Short interest
3.4%
Latest settlement · 3.8 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Neutral Momentum Very Weak Sentiment Bearish Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 15 · calm Equity put/call 0.57
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −11%
below
Price vs 50-day avg −3%
below
RSI (14) 50
neutral
MACD trend Positive
52-week position 11%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −5%
trailing
6-month return +1%
trailing
YTD return −38%
this year
Relative strength −11%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $13 › 200d $14 — 200d above 50d
Institutional flow Distributing
3 of 230 funds reported for Sep 30 · net -6.4K sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
3.35% of float · ▲ +7.5% MoM · 3.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
230 holders — mid 3-yr range
Squeeze score 48
elevated · 0–100
Fundamentals
Excellent
Revenue growth +12%
Y/Y
Gross margin 64%
expanding
Free cash flow $116.3M
Buyback $150.0M
authorized
Balance sheet $23.5M
net debt
Quant / Vol
risk profile
Very High
Volatility 61%
annualized · 1-yr
Max drawdown −59%
past year
ATR 4.6%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 7 of last 7
Latest guidance · from the Earnings Call filed Aug 3, 2026
third quarter
Revenue $208M – $211M
prior qtr $203.97M midpoint +2.7% QoQ
Adjusted EBITDA Non-GAAP $55M – $57M
full-year
Revenue $825M – $830M
prior FY $748.44M midpoint +10.6% Y/Y
Adjusted EBITDA Non-GAAP $206M – $210M
Cloud revenue growth 18%
Guided vs delivered · last 7 settled
Total revenues fourth quarter of 2021
guided $108M – $110M
$111.66M Beat +2.4%
Total revenues full year 2021
guided $422M – $424M
$425.55M Beat +0.6%
Total revenues third quarter of 2021
guided $104M – $106M
$110.72M Beat +5.4%
Total revenues second quarter of 2021
guided $99M – $100M
$104.94M Beat +5.5%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral
2 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−11% Bearish
Price vs 50-day avg
−3% Neutral
RSI (14)
50 Neutral
MACD trend
Positive Bullish
52-week position
11% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $13 › 200d $14 — 200d above 50d
Institutional flow Distributing
3 of 230 funds reported for Sep 30 · net -6.4K sh shares
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
3.35% of float · ▲ +7.5% MoM · 3.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
230 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $11 Now $12 · 11% Range high $26
vs 200-day avg -11% vs 50-day avg -3%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Software - Application — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
VERX
Vertex, Inc.
this stock
$1.84B -38.5% +12.2% — 3.4%
QH
QUHUO Ltd
 $350.35B +214.8% +59.7% — 0.0%
SAP
Sap SE
 $243.17B -13.4% — — 0.4%
CRM
Salesforce, Inc.
 $191.79B -15.1% +25.9% 21.3 3.9%
SHOP
Shopify Inc.
 $183.03B +2.2% +30.1% 95.5 1.3%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
230
% held
48.5%
Reported
3 of 230
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
181
View
Short & Settlement
Short Interest Rising
Shares short
5.4M
Days to cover
3.8d
Change
+379.0K sh
View
Short Volume
Short vol %
48%
As of
Oct 6, 2026
Short Total
View
Fails to Deliver
FTD shares
20
Value
$269
As of
Aug 24, 2026
View
Off-Exchange
Off-exchange %
32.1%
Week of
Aug 31, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$748.4M
Net income (FY)
$7.2M
View
Buybacks
Authorized
$150.0M
View
Filings
SEC Filings
Latest
8-K
Filed
Oct 1, 2026
This year
13
View
Proposed Sales
Value
$15.1M
Shares
405.0K
Filed
Jun 16, 2025
View
Earnings & Events
Webcasts
Last webcast
Sep 9, 2026
View
Investor Relations
Latest news
Vertex Appoints DataRobot CEO Deb…
Published
Oct 1, 2026
View

Performance

5D 20D 120D MTD YTD
VERX +10.2% -4.9% +0.7% +4.3% -38.5%
SPY +2.0% +1.7% +11.3% +2.2% +14.3%
vs SPY +8.3% -6.6% -10.6% +2.2% -52.7%

Capital returns

Buyback program · as of Feb 11, 2026
Authorized
$150.00M
Spent (derived)
—
Remaining
—

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1806837 CUSIP 92538J106 13F (30d) 9 filings 9 filers Visit website Investor relations