Equites Radar

VERX · Vertex, Inc.

Software - ApplicationUnited StatesAnalyst view: Buy

$11.87

+4.75% last session

End-of-day data · updated 2026-07-28

Neutral2 bullish · 2 bearish technical signals
Consensus: Buy (2.27 from 13 analysts)
To mean target: +47.1%

Market cap

$2B

Enterprise value

$2B

Trailing P/E

Forward P/E

12.2

Dividend yield

Beta

0.82

Avg volume

2M

Employees

2K

2D change

5D change

16.07%

10D change

-1.25%

30D change

11.17%

60D change

-5.32%

MTD change

0.96%

YTD change

-36.71%

Analyst Outlook

Consensus ratingBuy
Recommendation mean (1–5)2.27
Covering analysts13
Mean price target$17.46
Low price target$14.00
Upside to mean target+47.1%

Analyst estimates change daily — follow the shifts on the Estimate Trends page.

Technical Analysis

RSI (14)56.2
50-day MA$12.50
200-day MA$16.05
Price vs 50-day MA+5.9%
Price vs 200-day MA-17.5%
MACD histogram0.00
Volume vs 3-month avg1.3×
52w low $10.5852w high $34.21

Analyst sentiment over time — VERX

Rec Mean (blue, left — higher = more bullish) vs. price targets (right).

Investment Bank Ratings as of 2026-07-21

Latest call per bank · past 12 months

Morgan Stanley

Equal-Weight

$15.00

+26.4% vs price
▼ cut from $19.00Downgrade · 2026-07-21

Citigroup

Neutral

$16.00

+34.8% vs price
▲ raised from $15.00Maintains · 2026-05-08

Goldman Sachs

Buy

$23.00

+93.8% vs price
▼ cut from $26.00Maintains · 2026-02-12

Bank of America

Neutral

$34.00

+186.4% vs price
▼ cut from $42.00Maintains · 2025-08-08

Recent rating actions

DateFirmActionRatingPrice target
2026-07-21Morgan StanleyDowngradeOverweightEqual-Weight$19.00 $15.00
2026-06-29TD CowenInitiatesBuy$0.00 $14.00
2026-05-08CitigroupMaintainsNeutral$15.00 $16.00
2026-05-07Piper SandlerMaintainsNeutral$14.00 $16.00
2026-02-12CitigroupMaintainsNeutral$22.00 $15.00
2026-02-12BMO CapitalMaintainsMarket Perform$22.00 $16.00
2026-02-12Goldman SachsMaintainsBuy$26.00 $23.00
2026-02-12CitizensMaintainsMarket Outperform$37.00 $25.00

Ratings and price targets are the published opinions of the issuing banks, compiled from Yahoo Finance rating actions — not investment advice.

Signal Summary as of 2026-07-28

  • RSI (14): RSI is 56 — neutral momentum, neither overbought nor oversold.
  • Price vs 50-day MA: Trading 5.9% above the 50-day MA ($12.50).
  • Price vs 200-day MA: Trading 17.5% below the 200-day MA ($16.05).
  • MA cross: The 50-day MA sits below the 200-day MA (death-cross regime) — the longer-term trend points down.
  • MACD (12,26,9): MACD histogram is positive (+0.00) — short-term momentum is improving.
  • 52-week range: Price sits between the 52-week low ($10.58) and high ($34.21).

VERX Price Chart

Loading chart for VERX

Fundamentals

Revenue (TTM)$1.0B
EBITDA$0M
Free cash flow$0M
Operating cash flow$0M
Book value / share$1.55
Net debt / EBITDA6.3
WACC10.0%
Revenue growth11.00%
Earnings growth

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 transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; 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; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect 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. has a strategic collaboration with xSuite Group GmbH to support SAP customers. The company was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.

More in Software - Application

Screen VERX against the full market on the Radar →

Data is sourced from end-of-day snapshots and refreshed daily before the US market open — nothing on this page is real-time. Figures can contain vendor errors. This page is for information only and is not investment advice.