Vertex, Inc. (VERX) Stock Analysis
Technology · Software - Application
Sell if holding. Engine safety override at $12.22: Quality below floor (3.5 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.2/10 and A.R:R 2.5:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 2.62; Below-average business quality; Negative price momentum.
Vertex provides indirect tax compliance software and automation for global commerce, serving 4,867 direct customers including the majority of the Fortune 500 across 195+ countries with $137,867 ARR per customer as of year-end 2025. Revenue is primarily recurring... Read more
Sell if holding. Engine safety override at $12.22: Quality below floor (3.5 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.2/10 and A.R:R 2.5:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 2.62; Below-average business quality; Negative price momentum. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.2/10, moderate confidence.
Passes 6/9 gates (favorable risk/reward ratio, clean insider activity, news events none recent, earnings proximity 55d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA) and 8k serious 2.05. Suitability: aggressive.
Recent developments
updated 2026-06-12Recent Developments — Vertex, Inc.
Latest news
- NEWS VERX Vertex posts narrow Q4 2025 EPS beat, shares fall nearly 3 percent amid muted investor sentiment. - Debt/EBITDA - N — Newser positive
- NEWS Universal Beteiligungs und Servicegesellschaft mbH Reduces Stock Holdings in Vertex, Inc. $VERX - MarketBeat — MarketBeat negative
- NEWS Vertex Launches Global Value Creation and AI Initiative - TipRanks — TipRanks positive
- NEWS Needham Maintains Vertex(VERX.US) With Buy Rating, Maintains Target Price $20 - 富途牛牛 — 富途牛牛 positive
- NEWS Needham Maintains Vertex(VERX.US) With Buy Rating, Maintains Target Price $20 - Moomoo — Moomoo positive
Generated 2026-06-15T18:11:47Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Material Events(8-K, last 90d)
- 2026-04-28Item 2.05MEDIUMVertex announced a global Value Creation Plan approved April 28, 2026: reduction in force of approximately 170 employees (~9% of global workforce). Estimated pre-tax charges of $6M–$8M, primarily employee severance. Majority to be recognized in Q1 fiscal 2026.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
3 floor-breakers·1 ceiling hit
Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Unprofitable operations — net margin -0.8%. Quality floor flags this regardless of sector context.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $12.22: Quality below floor (3.5 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.2/10 and A.R:R 2.5:1 is above the 1.5:1 BUY gate. Specifically: Elevated put/call ratio: 2.62; Below-average business quality; Negative price momentum. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $11.57. Score 5.2/10, moderate confidence.
Take-profit target: $16.13 (+33.2% upside). Prior stop was $11.57. Stop-loss: $11.57.
Quality below floor (3.5 < 4.0).
Vertex, Inc. trades at a P/E of N/A (forward 12.4). TrendMatrix value score: 9.0/10. Verdict: Sell.
22 analysts cover VERX with a consensus score of 3.8/5. Average price target: $19.
What does Vertex, Inc. do?Vertex provides indirect tax compliance software and automation for global commerce, serving 4,867 direct customers...
Vertex provides indirect tax compliance software and automation for global commerce, serving 4,867 direct customers including the majority of the Fortune 500 across 195+ countries with $137,867 ARR per customer as of year-end 2025. Revenue is primarily recurring subscription-based. No single customer exceeded 10% of total revenue in 2025 or 2024.