Insider buying last 90 days
No open-market insider purchases were filed for VERX in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every VERX insider filing, plotted on the chart in Gekko.Open VERX in Gekko
NASDAQ: VERX
Vertex (VERX) Stock Analysis & Forecast
Oct 12 close
$12.90−0.05 (−0.4%)
Gekko Brief
AI summaryOct 12 closeVertex draws attention this week mainly from product and pipeline commentary tied to its own franchise rather than from company-specific financial news. A piece on Latigo Biotherapeutics compares Vertex's Journavx to the rival onzotrigine in acute pain, framing Vertex as having built the NaV1.8 market others may now compete in. Separately, Vertex is set to present new data on ALYFTREK at the North American Cystic Fibrosis Conference, and the company has confirmed it will report third-quarter 2026 results on 2 November, with a call scheduled for 4:30 p.m. ET.
Shares closed at $12.90, down 0.4%, sitting between the 50-day average of $12.66 and the 200-day average of $13.68. The one-month return stands at 5.2%, the three-month at 3.4%, and the six-month at 11.6%, against a one-year decline of 48.3%, with the 52-week range spanning $10.21 to $26.54. The GekkoIndex reads 54.2, placing Vertex in the Neutral zone, while the stock trades 3.9% above Gekko Fair Value of $12.41.
Over the next 20 trading days, the main scheduled event is the 2 November earnings release, 20 days out, which falls before the open. The prior quarter saw an EPS beat, with actual results of $0.14 against a $0.13 estimate, though the stock reacted with a 4% move at the time. Seasonally, the next 20 trading days have averaged a 3.9% return over the past 5 years, with gains recorded in 3 of those years.
Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.
Vertex price vs fair value
Close $12.90200-day averageGekko Fair Value $12.41
Vertex quick facts
- Market cap
- $2.09B
- P/E ratio
- 1277
- Forward P/E
- 10
- EPS, TTM
- $0.01
- Revenue, TTM
- $787.4M
- Profit margin
- 0.5%
- Dividend yield
- —
- Beta
- 0.83
- Volume
- 982,131 avg 1.35M
- 1-year return
- −48.3%
- Typical daily move
- ±3.8%
- Typical 20-day move
- ±8.6%
- 50-day average
- $12.66
- 200-day average
- $13.68
- Next earnings
- Nov 2 before open
- Shares outstanding
- 80.06M
Vertex swing-trade checklist
Vertex scores 1 supportive, 3 mixed and 1 headwind across the 5 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
1 supportive3 mixed1 headwind
- Trendmixed
Averages disagree
Close $12.90 sits between the 50-day ($12.66) and 200-day ($13.68) averages, or the averages disagree.
See the chart - GekkoIndexmixed
54.2, Neutral
Reading 54.2 is in the Neutral zone.
See the GekkoIndex - Fair valuemixed
3.9% above
Price is within 5% of Gekko Fair Value (3.9% above).
See fair value - Smart moneyno data
No data
No insider, Congress or unusual options activity in the window.
See smart money - Earnings riskheadwind
Reports in 21 days
Reports on Nov 2, 2026, 21 days away — inside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+3.9% on average
From this point in the calendar, the next 20 trading days averaged +3.9% over 5 years, rising in 3 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Vertex stock chart and price history
Vertex closed at $12.90 on Oct 12, 2026, −48.3% over the past year, inside a 52-week range of $10.21 to $26.54.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- +5.2%
- 3 months
- +3.4%
- 6 months
- +11.6%
- 1 year
- −48.3%
The full VERX chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open VERX in Gekko
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About Vertex
Vertex builds software that helps companies handle tax determination, compliance, reporting, and related documentation. Its customers span industries such as retail, communications, leasing, and manufacturing, and the company serves organizations both inside the United States and in other countries. The firm is recognized for offering a wide set of tools that cover the practical steps businesses face when calculating and filing taxes.
Customers can run Vertex's software through a conventional on-site license or subscribe to it as a cloud-based service, and the company has built connectors that let its tools plug into other business systems it does not make itself. It also supplements its products with industry-specific offerings, implementation and training help, and services such as handling outsourced transaction tax returns and providing tax-related consulting.
Vertex was founded in 1978 and operates out of King of Prussia, Pennsylvania. Its shares are listed on the NASDAQ under the ticker VERX.
- Listed
- NASDAQ
- Sector
- Technology services
- Industry
- Packaged software
- Website
- vertexinc.com
Vertex GekkoIndex: the smart money zone
Vertex’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 54.2, in the Neutral zone, down 6.4 points over five sessions.
54.2Neutral
Down 6.4 points over five sessions, from the Accumulation zone.
Reading for Oct 12, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days |
|---|---|---|---|
| Buying | 58 | −2.9% | −1.5% |
| Accumulation | 238 | +0.3% | −1.4% |
| Neutral (current zone) | 354 | −0.1% | −1.2% |
| Distribution | 21 | +0.6% | +3.9% |
| Selling | 11 | −3.8% | +1.4% |
Average VERX share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.
Neutral zone: No clear directional signal. About the five zones →
See every daily GekkoIndex reading plotted over the VERX price, zone by zone.Track VERX in Gekko
Is Vertex stock overvalued? Gekko Fair Value
Vertex trades 3.9% above Gekko Fair Value of $12.41, so the shares are about fair value on Gekko’s estimate.
Gekko’s own estimate of what Vertex shares are worth, recalculated every trading day.
$12.41
Gekko Fair Value, Oct 10, 2026
3.9% above fair value · About fair value
At the end of Aug 2026 the price was 29.4% above the estimate.
Gekko Fair ValueShare price, month end
Gekko Fair Value on every chart, with the gap to price updating daily.Open VERX in Gekko
Vertex insider and Congress trading
No open-market insider purchases were filed for Vertex, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in VERX were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for VERX, plotted on the chart in Gekko.Open VERX in Gekko
Buybacks
Vertex has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2026
- $26.56M
- As a share of market cap
- 1.27%
From company filings.
Hedge funds and billionaires quarter ended Jun 30
0of the funds Gekko tracks hold VERX.
0added0opened0trimmed1sold out
Which funds are on each side, name by name.Unlock in Gekko
Vertex earnings: next date and track record
Vertex reports on Nov 2, 2026, before the open (21 days away), and beat the EPS estimate in 7 of its last 8 reports.
Next earnings report
Nov 2, 2026
Expected before the open, 21 days away
- EPS estimate
- $0.22
- Revenue estimate
- $209.7M
7 of 8reports beat the EPS estimate
±14.2%average move across the report
2 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Aug 3, 2026 AI summary
- What they said
- Vertex reported solid Q2 2026 results with revenue of $204M, up 10.5% year-over-year and at the high end of guidance. Adjusted EBITDA rose 33% to $51M and adjusted EBITDA margin expanded to 25%, reflecting early benefits from a value creation plan. Cloud revenue grew 17.9% year-to-date but cloud migrations/conversions have been slower than expected, creating timing pressure on cloud revenue growth. Customer metrics were stable (gross revenue retention 95%, net revenue retention 105%); scaled customer count and average ARR per direct customer increased. E-invoicing showed strong momentum driven by upcoming mandates (France, Germany) and is contributing to both new logos and cross-sell opportunities. Management emphasized cost discipline, operating focus, AI-enabled product development (build year with expectations for customer-facing capabilities in 2027), and integration of the Brinta acquisition to accelerate Latin America compliance coverage. During Q&A, management reiterated confidence in full-year revenue guidance, raised EBITDA guidance, and discussed causes for cloud conversion delays (elongated procurement/IT prioritization) while characterizing these as timing rather than permanent loss of revenue.
- Guidance
- Company affirmed its full-year revenue guidance (midpoint affirmed) and raised its EBITDA guidance for the year. Management expects adjusted EBITDA margin to progress toward the high-20s by the end of 2027. They built in slower cloud conversion activity into 2026 cloud revenue expectations and expect e-invoicing mandates (France, Germany, Spain) to contribute more in the back half and into 2027.
- Risks flagged
- Slower-than-expected cloud conversions and elongation of sales cycles; timing delays in IT/ERP migrations; potential delays in e-invoicing ramp and mandate implementation; reliance on successful integration of acquisitions (Brinta) and effective commercialization of AI products; near-term costs related to value creation plan (severance, consulting) impacting free cash flow.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Aug 3, 2026 | $0.14 est $0.13 | $204.0M est $202.2M | −4.0% |
| May 7, 2026 | $0.17 est $0.16 | $196.6M est $194.8M | +17.9% |
| Feb 11, 2026 | $0.17 est $0.16 | $194.7M est $194.3M | −16.9% |
| Nov 3, 2025 | $0.17 est $0.17 | $192.1M est $194.3M | −13.1% |
| Aug 6, 2025 | $0.15 est $0.14 | $184.6M est $192.8M | −16.9% |
| May 7, 2025 | $0.15 est $0.13 | $177.1M est $184.8M | −3.0% |
| Feb 27, 2025 | $0.15 est $0.13 | $178.5M est $178.2M | −24.3% |
| Nov 6, 2024 | $0.16 est $0.14 | $170.4M est $165.7M | +17.4% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Vertex stock forecast and analyst price targets
Analysts’ average 12-month price target for Vertex is $17.15, +32.9% from the last close, from 9 firms rating the stock in the last 90 days.
$17.15consensus 12-month target, +32.9% from the last close
Now $12.90Avg $17.15
Low $14High $20
Each firm’s latest rating in the last 90 days: 9 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Aug 4 | William Blair | — | — |
| Aug 4 | Morgan Stanley | $15 | +16.3% |
| Aug 4 | Stephens | $18 | +39.5% |
| Aug 4 | Piper Sandler | $16 | +24.0% |
| Aug 4 | Needham | $20 | +55.0% |
−1.2%average 20-day move after past Neutral readings
+3.9%average move over the next 20 trading days in the last 5 years
±3.8%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Vertex seasonality: the next 20 trading days
Over the next 20 trading days from Oct 10, Vertex averaged +3.9% across the last 5 years, rising in 3 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +0.2% | 2 of 5 |
| Next 10 trading days | +4.5% | 4 of 5 |
| Next 15 trading days | +5.9% | 3 of 5 |
| Next 20 trading days | +3.9% | 3 of 5 |
| Next 30 trading days | +4.3% | 4 of 5 |
For scale, VERX’s typical 20-trading-day move in either direction is about 8.6%.
Vertex market cap and key statistics
Vertex’s market cap is $2.09B, with a P/E ratio of 1277 and revenue of $787.4M over the last twelve months.
Valuation
- Market cap
- $2.09B
- P/E ratio
- 1277
- Forward P/E
- 10
- EPS, TTM
- $0.01
- Gekko Fair Value
- $12.41
Trading
- Volume
- 982,131
- Avg volume, 20 days
- 1.35M
- 52-week high
- $26.54
- 52-week low
- $10.21
- Shares outstanding
- 80.06M
Financials
- Revenue, TTM
- $787.4M
- Profit margin
- 0.5%
- Return on equity
- 1.5%
- Quarterly earnings growth, YoY
- −44.0%
Risk and income
- Beta
- 0.83
- Typical daily move
- ±3.8%
- Typical 20-day move
- ±8.6%
Vertex stock news this week
3 headlines about Vertex from the past week, newest first, each linking to the publisher.
- Vertex Built The NaV1.8 Market, Latigo May Be The One To Profit From ItSeeking Alpha, Oct 11
- Vertex to Present New Data on ALYFTREK® at the North American Cystic Fibrosis ConferenceBusiness Wire, Oct 9
- Vertex to Announce Third Quarter 2026 Financial Results November 2ndBusiness Wire, Oct 7
Vertex peers
Vertex’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| MSFTMicrosoft | Neutral | 21.7% above |
| PLTRPalantir Technologies | Distribution | 22.3% above |
| ORCLOracle | Neutral | 24.3% below |
| PANWPalo Alto Networks | Neutral | 21.6% above |
| CRWDCrowdStrike | Neutral | 23.7% above |
| CRMSalesforce | Neutral | 3.6% below |
A peer links to its own page where one exists.
Vertex stock FAQ
What is Vertex’s market cap?
Vertex’s market cap is $2.09B at the Oct 12, 2026 close of $12.90, with 80.06M shares outstanding. The shares trade on a P/E ratio of 1277.
What is the Vertex stock forecast?
The consensus analyst 12-month price target for Vertex is $17.15, +32.9% from the last close. Of the 9 firms that rated the stock in the last 90 days, 5 rate it a buy, 4 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Vertex stock overvalued or undervalued?
On Gekko’s estimate Vertex is about fair value: the Oct 12, 2026 close of $12.90 is 3.9% above Gekko Fair Value of $12.41. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Vertex report earnings next?
Vertex is expected to report on Nov 2, 2026, before the market opens (21 days away). Analysts expect earnings of $0.22 per share on revenue of $209.7M. Vertex beat the earnings estimate in 7 of its last 8 reports, moving 14.2% on average across the report.
What is Vertex’s 52-week high and low?
Vertex’s 52-week high is $26.54 and its 52-week low is $10.21; it closed at $12.90 on Oct 12, 2026, −48.3% over the past year. Over the last five years the shares peaked at $60.71 on Feb 6, 2025.
Is Vertex stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 1 of the 5 items with data read as supportive (seasonality), 3 as mixed (trend, gekkoindex and fair value) and 1 as a headwind (earnings risk). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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