VERX Company Profile and Key Details

Vertex, Inc. (NASDAQ:VERX) closed at $12.30 USD, gaining $0.10 (0.82%) from the previous close of $12.20. The stock is currently mid-range between its 52-week high and low $10.59 and $42.44. With a market capitalization of about $1.96 billion, Vertex, Inc. is classified as a small-cap and shows lower-than-market volatility (beta ~0.79). Key stats such as the average daily volume over the past year has been around 2.19 million shares, volume is running light vs its 52-week average. Headquartered in King of Prussia, PA, Vertex, Inc. operates in the Technology sector and the Software - Application industry. Led by CEO Christopher David Young, the company employs approximately 1,900 people and listed since July 29, 2020. Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally.

Short-term trend indicators are bullishly aligned (SMA20 2.46%, SMA50 -15.96%, SMA200 -42.55%). The stock’s 14-day RSI is 47.8 (neutral), while the ATR of 1.04 points to higher daily volatility. The stock remains hovering near 52-week lows, trading -65.93% below its high and over 25.07% above its low. Average 10-day trading volume of 960.50 thousand shares is below the 3-month average of 2.15 million, indicating normal recent market interest.

Vertex, Inc. has 77.32 million shares outstanding. The public float is 70.11 million shares, elevated short interest at 9.07% of float. This equals 6.90 million shares. The short ratio is 4.0 days. Institutional investors hold 122.09% of the float. Insiders own 7.46%. Tensile Capital Management LP holds 5.40 million shares, ITEM SECOND IRR. TRUST FBO KYLE R. WESTPHAL u/a of JEFFREY R. WESTPHAL dated October 5, 2001 has 1.22 million shares and DeStefano David has 1.07 million shares. Over the past six months, insider transactions show net buying. They sold 0.00 shares across 0 transactions.

Wall Street analysts project EPS growth of 19.25% annually over the next five years. The latest quarter delivered EPS of $nan. The next quarter is forecast at $0.16. Next year's EPS is expected at $34.76. Analyst sentiment is neutral. Analyst rating data shows there are 6 Strong Buy ratings, 6 Buy ratings, 11 Hold ratings, 0 Sell rating and 0 Strong Sell ratings. Price targets range from $50.00 to $20.00. The high target offers 336.68% upside. The low target suggests 74.67% downside. The mean target is $31.22. This offers 172.66% upside. The prior quarter beat by 7.14%. Over the last six quarters, Apple has recorded several small beats. These include 15.38% in August 07, 2024.

Vertex, Inc. last paid a dividend of 0 per share, Dividend and splits history remains an important factor for investors monitoring long-term returns. A discounted cash flow model estimates fair value at around $32.36. This means the shares are trading below this model’s fair value.

Our AI price prediction model suggests that Vertex, Inc. stock has strong potential for upside but may face short-term weakness followed by gains in the medium and long term. 2-Week Outlook: Projected decline of -10.57%, with price expected at $10.24 by April 28, 2026, within a range of $9.48 to $10.98 3-Month Outlook: Projected rise of 7.69%, reaching $12.33 by July 13, 2026, with a range of $11.40 to $13.09. 1-Year Outlook: Projected loss of -89.26%, with price at $1.23 by April 14, 2027, within a range of $0.00 to $0.00.

Vertex, Inc. (NASDAQ:VERX) shares are flat -4.86% year-to-date currently trading near 52-week highs band. Short-term momentum has been negative over the last quarter, despite recent volatility. Valuation shows Vertex, Inc. trading at a premium to the broader market with a P/E of 278.6. Analyst sentiment is mixed, with the majority of ratings in Neutral territory and a mean price target of $34.05, suggesting 197.38% upside. Our AI forecast model points to short-term weakness (-10.57% over two weeks), a medium-term rise (7.69% over three months), and a longer-term loss (-89.26% over one year), with expected trading ranges indicating moderate volatility.

Vertex, Inc. trades at a P/E ratio of 278.6, slightly above the S&P 500 average, with a price-to-sales ratio of 2.45 and a price-to-book ratio of 7.76 trading at moderately above to book value. The P/FCF stands at 24.85, also above market averages.