VERX Stock Performance, Insider Transaction and News

VERX - Vertex, Inc.

Market Cap	3.03B	P/E	-	EPS this Y	43.60%	Ern Qtrly Grth	-
Income	19.78M	Forward P/E	42.57	EPS next Y	23.20%	50D Avg Chg	-1.00%
Sales	617.83M	PEG	5.00	EPS past 5Y	4.18%	200D Avg Chg	12.00%
Dividend	N/A	Price/Book	13.55	EPS next 5Y	14.00%	52W High Chg	-16.00%
Recommedations	2.10	Quick Ratio	1.04	Shares Outstanding	65.36M	52W Low Chg	75.00%
Insider Own	21.02%	ROA	0.66%	Shares Float	60.58M	Beta	0.68
Inst Own	106.66%	ROE	8.62%	Shares Shorted/Prior	6.33M/5.82M	Price	20.01
Gross Margin	61.55%	Profit Margin	3.20%	Avg. Volume	343,725	Target Price	41.64
Oper. Margin	4.43%	Earnings Date	Nov 7	Volume	184,253	Change	-4.30%

Technology | Software - Application | United States

About Vertex, Inc.

Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company offers tax determination; compliance and reporting, including workflow management tools, role-based security, and event logging; tax data management; document management; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions; and technology specific solutions, such as chain flow accelerator and SAP-specific tools. It provides implementation services, such as configuration, data migration and implementation, and support and training; and managed services, including tax return preparation, filing and tax payment, and notice management. The company sells its software products through software licenses and software as a service subscription. Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

Vertex, Inc. News

11/14/24	Vertex's (NASDAQ:VERX) Earnings May Just Be The Starting Point
11/13/24	Why Vertex (VERX) Might be Well Poised for a Surge
11/13/24	Vertex Global Survey Finds Half of Organizations Lagging in Tax and Finance Automation
11/12/24	3 Reasons Growth Investors Will Love Vertex (VERX)
11/12/24	What Makes Vertex (VERX) a Strong Momentum Stock: Buy Now?
11/09/24	Vertex, Inc. Just Recorded A 140% EPS Beat: Here's What Analysts Are Forecasting Next
11/08/24	Vertex Third Quarter 2024 Earnings: Beats Expectations
11/07/24	Q3 2024 Vertex Inc Earnings Call
11/07/24	Vertex Inc (VERX) Q3 2024 Earnings Call Highlights: Strong Revenue Growth and Strategic ...
11/06/24	Vertex (VERX) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
11/06/24	Exploring Three High Growth Tech Stocks in the United States
11/06/24	Vertex (VERX) Q3 Earnings and Revenues Surpass Estimates
11/06/24	4 GARP Stocks That Investors Can Scoop Up for Maximum Returns
11/06/24	Vertex: Q3 Earnings Snapshot
11/06/24	Vertex Announces Third Quarter 2024 Financial Results
10/31/24	Vertex Advances Tax Technology Innovation at Exchange 2024
10/30/24	An Intrinsic Calculation For Vertex, Inc. (NASDAQ:VERX) Suggests It's 43% Undervalued
03:05 PM	Vertex to Announce Third Quarter 2024 Financial Results on Wednesday, November 6, 2024
10/18/24	Vertex and Oxford Industries have been highlighted as Zacks Bull and Bear of the Day
10/18/24	Bull of the Day: Vertex (VERX)

VERX Chatroom

seeitmarket Posted - 1 day ago

$VERX

Johnny_Lever Posted - 2 days ago

$VERX Next leg up!

andrewnyquist Posted - 2 days ago

$VERX Vertex is a top 10 stock in the MarketSurge 250 Growth list. Recent breakout is bullish and needs to hold above $40. #IBDPartner @MarketSurge @InvestorsBusinessDaily

Rmimidear Posted - 4 days ago

$VERX Vertex’s enterprise tax automation solutions position it as a critical player in financial technology for businesses!

Dyldogg Posted - 1 week ago

$VERX it’s been a hell of run since the lows in July 22,management quietly going about their business long term hold for me as long as DDS is in charge. Insider JEff Westphal ex ceo and owner with another big dump into earnings jump. Selling all year looks to be cashing out. Congrats to all long term holders this has been a bit of sleeper stock doesn’t seem to be on many people’s radar boring ol tax software.

Dr_Stoxx Posted - 1 week ago

$VERX bull flag.

IN0V8 Posted - 1 week ago

$VERX Opportunity Morgan Stanley raises target price to $62 from $50

NVDAMillionaire Posted - 1 week ago

$VERX Vertex, Inc. (NASDAQ:VERX): A Decade of Driving Tax Compliance Innovation https://beyondspx.com/article/vertex-inc-nasdaq-verx-a-decade-of-driving-tax-compliance-innovation

victorcastro Posted - 2 weeks ago

$IWM $QQQ $SMCI $SPY $VERX

howardlindzon Posted - 2 weeks ago

$VERX a sweet trend with no friends...boring tax software

coloradoriley Posted - 2 weeks ago

Trends with No Friends, 11-6-2024 Vertex Accelerates +13.84%, Super Micro Computer Craters Click the link to view today's 52W highs and lows sorted by followers on @Stocktwits: https://trendswithnofriends.stocktwits.com/p/10-2-2024 cc @howardlindzon $VERX $SMCI $SPY $QQQ $IWM

Johnny_Lever Posted - 2 weeks ago

$VERX Top rated IBD stock going vertical this morning, following earnings report. Such a beautiful chart.

Doozio Posted - 2 weeks ago

List of $kre stonks going $verx tcle during 🧠⏰♾️

OpenOutcrier Posted - 2 weeks ago

$VERX (+4.4% pre) Vertex Announces Third Quarter 2024 Financial Results https://ooc.bz/l/47058

DonCorleone77 Posted - 2 weeks ago

$VERX Vertex sees FY24 revenue $663.3M-$666.3M, consensus $657.68M For the full-year 2024, the Company currently expects: Cloud revenue growth of 29%; and Adjusted EBITDA of $146.9 million to $150.9 million.

DonCorleone77 Posted - 2 weeks ago

$VERX Vertex sees Q4 revenue $175M-$178M, consensus $174.17M Sees Q4 Adjusted EBITDA of $33 million to $37 million.

DonCorleone77 Posted - 2 weeks ago

$VERX Vertex reports Q3 EPS 16c, consensus 14c Reports Q3 revenue $170.4M, consensus $165.7M. "The third quarter of 2024 was another great quarter for Vertex", stated David DeStefano, Vertex's President, Chief Executive Officer and Chairperson of the Board. "Revenue was above the high end of our quarterly guidance, with mid-teens organic revenue growth. We were once again GAAP earnings positive with strong Adjusted EBITDA. And we delivered significant cash flow from operating activities as well as free cash flow, demonstrating our high-quality earnings."

Dyldogg Posted - 2 weeks ago

$VERX Vertex press release (NASDAQ:VERX): Q3 Non-GAAP EPS of $0.16 beats by $0.02. Revenue of $170.4M (+17.5% Y/Y) beats by $4.7M

Doozio Posted - 2 weeks ago

$VERX wen da FUTUre of 🧠⏰ has eps to gap n go NEXN as XBI n IWM NOW join INTA 🧠⏰♾️

DonCorleone77 Posted - 2 weeks ago

$CVS $VERX $IONS $SIX $DIN Some notable companies reporting before tomorrow's open, with earnings consensus estimates: -- CVS Health (CVS), consensus $1.53 -- Vertex (VERX), consensus 14c -- Ionis Pharmaceuticals (IONS), consensus ($1.16) -- Six Flags (SIX), consensus $3.39 -- Dine Brands (DIN), consensus $1.34

Doozio Posted - 2 weeks ago

$VERX da FUTUre of 🧠⏰ is NEXN to gap n go INTA 🧠⏰♾️

anachartanalyst Posted - 2 weeks ago

$VERX https://anachart.com/wp-content/uploads/ana_temp/1730714484_soc-img.jpg

DonCorleone77 Posted - 2 weeks ago

$VERX Vertex upgraded to Buy from Hold at Jefferies Jefferies analyst Samad Samana upgraded Vertex to Buy from Hold with a price target of $50, up from $35. The firm says that when it moved to the sidelines to start 2023, Jefferies underappreciated the durability of the Vertex's sub revenue growth and the margin leverage on the other side of the post-IPO investment cycle. While the stock has risen sharply as leverage has returned, the firm believes there's plenty of margin left to harvest. This paired with healthy Cloud revenue growth should support a premium valuation, it adds.

Biotechfan Posted - 10/22/24

$VERX anyone watching here ? Ta hell happened with that nose dive at the end today ?

jeffmeredith Posted - 1 month ago

$VERX $42.46 ath, moved sale to $43.25

insiderbuyingselling Posted - 1 month ago

$VERX new insider selling: 75175 shares. http://insiderbuyingselling.com/?t=VERX

Johnny_Lever Posted - 1 month ago

$VERX Pullback from being overbought several weeks ago. Breakout last week. Back-test of support this week.

insiderbuyingselling Posted - 1 month ago

$VERX new insider selling: 129854 shares. http://insiderbuyingselling.com/?t=VERX

Wigglyick Posted - 1 month ago

@BruniCharting @Stocktwits Tom, $VERX looks great

BruniCharting Posted - 1 month ago

@Stocktwits tax software-related stocks like $VERX and $TYL look nice, sporting fresh breakouts.

Analyst Ratings

JMP Securities	Market Outperform	Jul 31, 24
Baird	Outperform	Jul 23, 24
Citigroup	Neutral	Jun 28, 24
Needham	Buy	Jun 13, 24
Needham	Buy	May 9, 24
Needham	Buy	May 6, 24
Citigroup	Neutral	Apr 23, 24
JMP Securities	Market Outperform	Apr 23, 24
B of A Securities	Neutral	Apr 23, 24

Insider Trades	Relationship	Date	Transactions	Cost($)	#Shares	Value($)	#Share Own	SEC Form 4
ITEM SECOND IRR. TRUST FBO JAC...	- -	Dec 12	Sell	28.54	60,599	1,729,495	1,597,706	12/14/23
ITEM SECOND IRR. TRUST FBO JAC...	- -	Dec 07	Sell	28.69	138,829	3,983,004	1,658,305	12/11/23
ITEM SECOND IRR. TRUST FBO ANN...	- -	Dec 05	Sell	29.24	105,490	3,084,528	1,524,658	12/07/23
ITEM SECOND IRR. TRUST FBO JAC...	- -	Dec 04	Sell	28.95	63,311	1,832,853	1,797,134	12/06/23
ITEM SECOND IRR. TRUST FBO ANN...	- -	Nov 30	Sell	27.86	177,400	4,942,364	1,630,148	12/04/23
ITEM SECOND IRR. TRUST FBO JAC...	- -	Nov 29	Sell	28.24	228,555	6,454,393	1,860,445	12/01/23
Westphal Jeffery	10% Owner 10% Owner	Nov 14	Sell	26.06	1,899,025	49,488,592		11/16/23
ITEM SECOND IRR. TRUST FBO JAC...	- -	Nov 13	Sell	27.12	100,000	2,712,000	2,089,000	11/15/23
ITEM SECOND IRR. TRUST FBO ANN...	- -	Nov 13	Sell	27.09	100,000	2,709,000	1,807,548	11/15/23
ITEM SECOND IRR. TRUST FBO KYL...	- -	Nov 06	Sell	22.71	388,879	8,831,442	1,889,000	11/08/23
ITEM SECOND IRR. TRUST FBO KYL...	- -	Nov 01	Sell	23.43	311,121	7,289,565	2,277,879	11/03/23
Tensile Capital Management LP	Director Director	Oct 06	Sell	24.26	150,000	3,639,000	5,656,717	10/10/23
Tensile Capital Management LP	Director Director	Sep 29	Sell	23.36	60,000	1,401,600	5,806,717	10/03/23
Westphal Jeffery	10% Owner 10% Owner	Jul 12	Sell	18.901	80,618	1,523,761	5,584,379	09/19/23
ANDERSEN ERIC C.	Director Director	Aug 14	Sell	19.5032	15,121	294,908	97,309	08/16/23
Westphal Jeffery	10% Owner 10% Owner	Jun 30	Sell	19.49	608,798	11,865,473	1,301,202	07/05/23
Westphal Jeffery	10% Owner 10% Owner	Jun 28	Sell	18.26	800,000	14,608,000	6,509,379	06/30/23
Tensile Capital Management LP	10% Owner 10% Owner	Apr 19	Sell	22.43	103,541	2,322,425	5,866,717	04/21/23
ITEM SECOND IRR. TRUST FBO JAC...	- -	Apr 05	Sell	21.332	18,780	400,615	100,000	04/07/23
ITEM SECOND IRR. TRUST FBO ANN...	- -	Apr 05	Sell	21.332	18,780	400,615	100,000	04/07/23
ITEM SECOND IRR. TRUST FBO ANN...	- -	Mar 28	Sell	19.8	85,250	1,687,950	214,750	03/30/23
ITEM SECOND IRR. TRUST FBO JAC...	- -	Mar 28	Sell	19.8	85,251	1,687,970	214,749	03/30/23
ITEM SECOND IRR. TRUST FBO ANN...	- -	Mar 20	Sell	18.25	24,266	442,854	300,000	03/22/23
ITEM SECOND IRR. TRUST FBO JAC...	- -	Mar 20	Sell	18.25	24,267	442,873	300,000	03/22/23
ITEM SECOND IRR. TRUST FBO ANN...	- -	Mar 15	Sell	18.43	130,832	2,411,234	324,266	03/17/23
ITEM SECOND IRR. TRUST FBO JAC...	- -	Mar 15	Sell	18.43	130,832	2,411,234	324,267	03/17/23
Westphal Jeffery	10% Owner 10% Owner	Mar 14	Sell	18.38	1,509,373	27,742,276	7,309,379	03/16/23
ITEM SECOND IRR. TRUST FBO ANN...	- -	Mar 10	Sell	18.29	44,902	821,258	455,098	03/14/23
ITEM SECOND IRR. TRUST FBO JAC...	- -	Mar 10	Sell	18.29	44,901	821,239	455,099	03/14/23
Westphal Jeffery	10% Owner 10% Owner	Mar 08	Sell	18.74	97,941	1,835,414	8,818,752	03/10/23
Westphal Jeffery	10% Owner 10% Owner	Feb 28	Sell	15.74	133,307	2,098,252	8,916,693	03/02/23
Robert Kevin L	Director Director	Dec 02	Sell	16.18	12,894	208,625	23,615	12/06/22
SCHWAB JOHN R	CHIEF FINANCIAL OFFI.. CHIEF FINANCIAL OFFICER	Dec 02	Option	4.7	17,561	82,537	6,478	12/06/22
SCHWAB JOHN R	CHIEF FINANCIAL OFFI.. CHIEF FINANCIAL OFFICER	Dec 02	Sell	16.53	17,561	290,283	5,579	12/06/22
Robert Kevin L	Director Director	Nov 23	Option	2.5	5,000	12,500	36,510	11/28/22
Robert Kevin L	Director Director	Nov 23	Sell	15.5	11,843	183,566	31,510	11/28/22
Westphal Jeffery	10% Owner 10% Owner	Nov 17	Sell	15.15	1,500,000	22,725,000	9,050,000	11/21/22
DeStefano David	President & CEO President & CEO	Sep 28	Sell	13.68	99,249	1,357,726	333,773	09/30/22
Butler Lisa	CHIEF ACCOUNTING OFF.. CHIEF ACCOUNTING OFFICER	Sep 13	Option	2.5	25,000	62,500	50,937	09/15/22
Butler Lisa	CHIEF ACCOUNTING OFF.. CHIEF ACCOUNTING OFFICER	Sep 13	Sell	14.62	47,793	698,734	3,144	09/15/22
Westphal Jeffery	10% Owner 10% Owner	Jul 29	Sell	7.35	5,000,000	36,750,000	11,300,000	08/02/22
Westphal Jeffery	Director Director	Jul 11	Sell	11.24	71,549	804,211	1,345,950	07/13/22
Westphal Jeffery	10% Owner 10% Owner	Jul 08	Sell	12.0152	25,343	304,501	1,417,499	07/12/22
Westphal Jeffery	10% Owner 10% Owner	Jul 07	Sell	12.0343	6,723	80,907	1,442,842	07/08/22
Westphal Jeffery	Director Director	Jan 11	Sell	14.60	800,000	11,680,000	12,510,000	01/13/22