38.11
-1.14 (-2.90%)
| Previous Close | 39.25 |
| Open | 39.07 |
| Volume | 941,460 |
| Avg. Volume (3M) | 1,414,355 |
| Market Cap | 6,208,691,200 |
| Price / Sales | 9.14 |
| Price / Book | 34.62 |
| 52 Weeks Range | |
| Earnings Date | 7 May 2025 |
| Profit Margin | -7.91% |
| Operating Margin (TTM) | 3.29% |
| Diluted EPS (TTM) | -0.340 |
| Quarterly Revenue Growth (YOY) | 15.20% |
| Total Debt/Equity (MRQ) | 196.20% |
| Current Ratio (MRQ) | 1.00 |
| Operating Cash Flow (TTM) | 164.82 M |
| Levered Free Cash Flow (TTM) | 117.73 M |
| Return on Assets (TTM) | 1.22% |
| Return on Equity (TTM) | -24.39% |
Market Trend
| Short Term | Medium Term | ||
| Industry | Software - Application (US) | Bearish | Mixed |
| Software - Application (Global) | Bearish | Mixed | |
| Stock | Vertex, Inc. | Bullish | Bullish |
AIStockmoo Score
| Analyst Consensus | 1.5 |
| Insider Activity | NA |
| Price Volatility | 2.0 |
| Technical Moving Averages | -1.0 |
| Technical Oscillators | 0.5 |
| Average | 0.75 |
|
Vertex Inc is a provider of tax technology and services. Its software, content, and services help customers stay in compliance with indirect taxes that occur in taxing jurisdictions all over the world. Vertex provides cloud-based and on-premise solutions to specific industries for every line of tax, including income, sales, consumer use, value-added, and payroll. The company offers solutions such as tax determination, Tax Data Management, document management, and compliance and reporting among others. The company derives revenue from software subscriptions. |
|
| Sector | Technology |
| Industry | Software - Application |
| Investment Style | Small Growth |
| % Held by Insiders | 7.35% |
| % Held by Institutions | 106.12% |
Ownership
| Name | Date | Shares Held |
|---|---|---|
| Tensile Capital Management Lp | 31 Dec 2024 | 3,769,550 |
| Legacy Advisors, Llc | 31 Dec 2024 | 1,397,779 |
| 52 Weeks Range | ||
| Price Target Range | ||
| High | 61.00 (Citizens Capital Markets, 60.06%) | Buy |
| Median | 49.00 (28.58%) | |
| Low | 31.00 (Stifel, -18.66%) | Hold |
| Average | 49.75 (30.54%) | |
| Total | 7 Buy, 1 Hold | |
| Avg. Price @ Call | 34.86 | |
| Firm | Date | Target Price | Call | Price @ Call |
|---|---|---|---|---|
| Morgan Stanley | 16 Apr 2025 | 55.00 (44.32%) | Buy | 38.94 |
| 20 Mar 2025 | 60.00 (57.44%) | Buy | 36.16 | |
| DA Davidson | 14 Apr 2025 | 50.00 (31.20%) | Buy | 38.65 |
| 28 Feb 2025 | 55.00 (44.32%) | Buy | 32.29 | |
| Citizens Capital Markets | 20 Mar 2025 | 61.00 (60.06%) | Buy | 36.16 |
| Needham | 20 Mar 2025 | 60.00 (57.44%) | Buy | 36.16 |
| Goldman Sachs | 03 Mar 2025 | 48.00 (25.95%) | Buy | 32.12 |
| Baird | 28 Feb 2025 | 45.00 (18.08%) | Buy | 32.29 |
| Jefferies | 28 Feb 2025 | 48.00 (25.95%) | Buy | 32.29 |
| Stifel | 28 Feb 2025 | 31.00 (-18.66%) | Hold | 32.29 |
No data within this time range.
The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.
Portfolio
| Realized Profit | - |
| Unrealized Profit | - |
| Dividend Received 2025 | - |
| Total Profit | - |
| Avg. Return | - |
| Quantity (Buy) | - |
| Avg. Price (Buy) | - |
| Quantity (Sold) | - |
| Avg. Price (Sold) | - |