Wall Street analyst estimates for Vertex, Inc. (VERX): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Vertex, Inc. specializes in delivering advanced tax technology solutions to corporations across various sectors, including retail, communication, leasing, and manufacturing. These services are provided to clients both within the United States and globally.
Consensus price target
$16.17 (+6% vs price $15.26)
between $12.00 and $21.00 · 3 targets published in the last quarter
Closing price, Nov 3
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $827M | $826M – $828M | $0.82 | 7 |
| 2027E | $914M | $907M – $921M | $1.02 | 7 |
Figures in USD · consensus as of November 2, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 11 |
| Hold | 8 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 19 |
| Avg rating (−2 sell to +2 buy) | 0.58 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-04 | $0.22 | ||
| 2026-08-03 | $0.20 | $0.19 | +4.8% |
| 2026-05-07 | $0.17 | $0.16 | +6.3% |
| 2026-02-11 | $0.17 | $0.17 | +0.0% |
| 2025-11-03 | $0.17 | $0.17 | +0.0% |
| 2025-08-06 | $0.15 | $0.14 | +7.1% |
| 2025-05-07 | $0.15 | $0.13 | +15.4% |
| 2025-02-27 | $0.15 | $0.13 | +15.4% |
Valuation Ratios
| P/E Ratio | 498.69 |
| Price / Book | 10.21 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $272.4M | $321.5M | $374.7M | $425.5M | $491.6M | $572.4M | $666.8M | $748.4M |
| Cost of Revenue | $95.7M | $110.4M | $165.4M | $161.9M | $193.1M | $223.8M | $240.7M | $293.9M |
| Gross Profit | $176.7M | $211.1M | $209.3M | $263.7M | $298.5M | $348.6M | $426.1M | $454.5M |
| Research & Development | $23.8M | $30.6M | $54.3M | $44.0M | $41.9M | $58.2M | $66.7M | $83.7M |
| Selling, General & Admin | $115.8M | $139.1M | $248.5M | $206.0M | $247.0M | $286.2M | $323.4M | $368.4M |
| Operating Expenses | $146.8M | $179.3M | $314.0M | $266.6M | $306.6M | $366.1M | $428.4M | $462.4M |
| Operating Income | -$2.8M | $31.9M | -$104.8M | -$2.9M | -$8.1M | -$17.5M | -$2.2M | -$7.8M |
| EBITDA | $22.1M | $57.0M | -$72.5M | $41.8M | $53.1M | $57.0M | $102.0M | $104.5M |
| Interest Expense | $2.1M | $2.0M | $3.1M | $984,000 | $2.0M | $4.2M | 0 | 0 |
| Pre-tax Income | -$4.4M | $30.9M | -$107.9M | -$3.9M | -$10.1M | -$21.7M | $1.9M | $7.6M |
| Income Tax | $1.7M | -$155,000 | -$32.8M | -$2.4M | $2.2M | -$8.6M | $54.6M | $368,000 |
| Net Income | -$6.1M | $31.1M | -$75.1M | -$1.5M | -$12.3M | -$13.1M | -$52.7M | $7.2M |
| EPS | -$0.05 | $0.21 | -$0.60 | -$0.01 | -$0.08 | -$0.09 | -$0.34 | $0.05 |
| EPS (Diluted) | -$0.05 | $0.21 | -$0.60 | -$0.01 | -$0.08 | -$0.09 | -$0.34 | $0.04 |
| Shares Outstanding (Diluted) | 129.6 M | 146.2 M | 131.5 M | 147.8 M | 149.6 M | 151.9 M | 155.1 M | 180.3 M |
Price
| Price | $15.26 (closing price, November 3, 2026) |
| Market Cap | $2.5B |
| Exchange | NASDAQ |
| Country | US |
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Explore sector: Technology · Software - Application
More sections of VERX: Overview · Financials · Valuation · Technical · Ownership
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