$VERX

Vertex, Inc.

No enriched coverage for $VERX in the last 7 days.

No SEC Form 4 filings for $VERX in the last 30 days.

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Vertex (VERX) Is Up 6.5% After Q2 Profit, Raised 2026 Outlook And New AI-Focused Hires

Vertex, Inc. (VERX) shares rose about 6.5% after it reported Q2 revenue of $203.97 million and returned to quarterly profitability. The company updated 2026 guidance and named three senior leaders, including Bala Chandran as Chief Product and Technology Officer, to support SaaS and AI initiatives and international expansion.

Vertex (VERX) Could Be 29% Undervalued As Q2 Earnings And Guidance Land

Simply Wall St reports Vertex (VERX) posted Q2 2026 revenue of $203.97 million and positive net income, updated revenue guidance, and appointed three senior leaders. The article cites a fair value of $18.54 versus a $13.26 latest close, implying 29% undervaluation, and links upside to European e-invoicing mandates in 2026-2027.

Vertex (VERX) Q2 2026 Earnings Call Transcript

Vertex, Inc. (VERX) reported Q2 2026 revenue of $204 million, up 10.5% year over year and at the high end of guidance. Adjusted EBITDA rose 33% to $51 million, with margin expanding to 25.0%. Subscription revenue grew to $174.8 million and ARR reached $703.4 million. Full-year revenue guidance was narrowed to $825-$830 million and adjusted EBITDA guidance raised to $206-$210 million.

VERX sentiment & insider activity

Recent VERX coverage spans earnings, market movers and financial news.

What's driving VERX

  • The article frames a near-term earnings and guidance reset plus AI/product leadership hires, which can support a positive re-rating if execution follows.

    simplywall.st · Aug 17, 2026

  • The article frames VERX as potentially undervalued after Q2 results and guidance, but it provides no specific guidance numbers beyond the fair-value narrative.

    simplywall.st · Aug 14, 2026

  • Raised profitability guidance alongside slower cloud conversion timing suggests near-term revenue timing risk but improving margin durability.

    fool.com · Aug 11, 2026

  • Guidance raise with improving non-GAAP profitability and cash-generation expectations likely supports near-term upside bias, but GAAP operating loss widened.

    mychesco.com · Aug 10, 2026

  • Raised EBITDA and cloud-growth outlook, but slower cloud-conversion pace and longer sales cycles temper near-term confidence.

    yahoo.com · Aug 5, 2026

alphai scores every news story that mentions VERX with an AI model for sentiment and relevance, and aggregates insider trades from Vertex, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $VERX

Score
$VERXMedAI 8/10

Vertex (VERX) Q2 2026 Earnings Call Transcript

Vertex, Inc. (VERX) reported Q2 2026 revenue of $204 million, up 10.5% year over year and at the high end of guidance. Adjusted EBITDA rose 33% to $51 million, with margin expanding to 25.0%. Subscription revenue grew to $174.8 million and ARR reached $703.4 million. Full-year revenue guidance was narrowed to $825-$830 million and adjusted EBITDA guidance raised to $206-$210 million.

$VERXMedAI 8/10

Vertex Raises Profit Outlook as Cloud Revenue Climbs 18%

Vertex (NASDAQ: VERX) raised its 2026 adjusted EBITDA outlook to $206M-$210M after Q2 revenue rose 10.5% to $204M and cloud revenue grew 17.9% to $101.7M. Full-year revenue guidance was narrowed to $825M-$830M, with 18% cloud growth expected. Q2 adjusted EBITDA rose 32.8% to $51M.

$VERXMedAI 8/10

Vertex Q2 Earnings Call Highlights

Vertex (NASDAQ:VERX) said slower cloud conversion is a timing issue, with customers using mixed cloud and on-prem deployments. Management highlighted strong e-invoicing momentum ahead of France and Germany mandates, expecting e-invoicing to affect ARR in Q3 and more in Q4. Q3 guidance: revenue $208M-$211M, adj. EBITDA $55M-$57M; full-year revenue $825M-$830M and adj. EBITDA $206M-$210M.

$VERXMedAI 8/10

Why is Vertex stock sliding today?

Vertex Pharmaceuticals shares fell 12.8% after its post-close Q2 2026 results. The company reported EPS of $0.20 vs $0.19 consensus and revenue of $203.97M vs $202.29M forecast, but Q3 2026 revenue guidance of $208M-$211M (midpoint below ~$211.69M consensus) and free cash flow of $2.7M disappointed. Morgan Stanley downgraded to Equal Weight and cut its price target to $15 from $19.

Vertex stock tumbles on cloud growth miss, price target cuts

Vertex Inc. (NASDAQ:VERX) shares dropped 13.2% after its Q2 results missed cloud growth expectations and analysts cut price targets. DA Davidson lowered its target to $12 from $15, citing slower cloud conversions and reduced FY26 cloud growth guidance to 18% from 25%. Other analysts also adjusted targets following guidance and deal-cycle comments.

Vertex Inc.: Vertex Expands Leadership Team to Power the Next Chapter of Growth

Vertex Inc. (NASDAQ: VERX) said it added Chatelle Lynch as Chief People Officer, Carlos Mercuriali as SVP and Europe Regional Manager, and Bala Chandran as Chief Product and Technology Officer. The company cited experience from The RealReal, McAfee, Avalara, Amazon, and Oracle, aiming to support global growth, SaaS transformation, and AI-first product development.

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