VTEX
VTEX's average 12-month price target increased to $5.46 from $5.41, with estimates ranging from $4 to $12. This implies a 31% upside from the Oct. 23 closing price. The consensus rating is 'Hold' with 2 Buys, 6 Holds, and 0 Sells among 8 analysts.
VTEX (NYSE:VTEX) reported Q2 2026 results showing improved profitability with non-GAAP income from operations up 62.4% YoY to $13.8M, and free cash flow up 79.1% to $12.7M. However, revenue growth slowed to 1.3% YoY on an FX-neutral basis, with management expecting flat growth for Q3. The company repurchased 6.2M shares for $23.2M during the quarter.
NVIDIA's earnings boosted tech stocks, with the Nasdaq up 1.57%. Bitcoin ETFs saw $2.8B inflows, while oil rose 2.17% due to geopolitical concerns. Analysts upgraded Baozun, Element Solutions, and others, while downgrading EHang and Workday.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning VTEX (VTEX). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent VTEX coverage spans earnings, financial news and insider activity.
In the last 30 days, VTEX insiders filed 8 SEC Form 4 transactions — no purchases and 8 sales ($142K). The most active reporter was do Carmo Thomaz Junior Geraldo, Chief Executive Officer, with 3 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Target raise may generate modest buying interest.
Earnings beat on profitability but slowdown in subscription revenue may pressure the stock despite strong cash flow.
Negative analyst action.
Potential downside pressure as analysts reduce outlook.
Insider sell may signal confidence concerns, potential short-term price pressure.
AlphAI scores every news story that mentions VTEX with an AI model for sentiment and relevance, and aggregates insider trades from VTEX's SEC EDGAR Form 4 filings. Figures refresh continuously.
VTEX's average 12-month price target increased to $5.46 from $5.41, with estimates ranging from $4 to $12. This implies a 31% upside from the Oct. 23 closing price. The consensus rating is 'Hold' with 2 Buys, 6 Holds, and 0 Sells among 8 analysts.
1 min readVTEX (NYSE:VTEX) reported Q2 2026 results showing improved profitability with non-GAAP income from operations up 62.4% YoY to $13.8M, and free cash flow up 79.1% to $12.7M. However, revenue growth slowed to 1.3% YoY on an FX-neutral basis, with management expecting flat growth for Q3. The company repurchased 6.2M shares for $23.2M during the quarter.
3 min readNVIDIA's earnings boosted tech stocks, with the Nasdaq up 1.57%. Bitcoin ETFs saw $2.8B inflows, while oil rose 2.17% due to geopolitical concerns. Analysts upgraded Baozun, Element Solutions, and others, while downgrading EHang and Workday.
2 min readAnalysts downgraded several companies: VTEX (VTEX) to Market Perform with a $4.5 target, Fidelity National (FIS) to Equal-Weight with a $46 target, Five Below (FIVE) to Hold with a $250 target, RLI (RLI) to Underperform with a $53 target, and Klarna (KLAR) to Peer Perform. FIS closed at $41.40, FIVE at $262.72, RLI at $66.62, and KLAR at $14.11 on Monday.
1 min readdo Carmo Thomaz Junior Geraldo (Chief Executive Officer) sold 120,000 shares of VTEX (VTEX) at an average of $3.56 ($3.52–$3.58, $0.43M total) across 2 trades over 2026-08-17 to 2026-08-18.
1 min readGomide de Faria Mariano (Chief Executive Officer) sold 120,000 indirectly-held shares of VTEX (VTEX) at an average of $3.56 ($3.52–$3.58, $0.43M total) across 2 trades over 2026-08-17 to 2026-08-18.
1 min readVTEX reported Q2 2026 results in an earnings call. GMV was $5.7B, up 7% FX-neutral. Subscription revenue was $63.8M, up 1.3% FX-neutral. Non-GAAP operating income rose 62% to $13.8M, with a 21.4% margin. Free cash flow was $12.7M, up 79%. Q3 guidance calls for flat FX-neutral subscription growth.
9 min readVTEX (NYSE:VTEX) reported Q2 margin and cash flow improvement and guided for Q3 and full-year low-single-digit FX-neutral subscription revenue growth and low-20% non-GAAP operating and free cash flow margins. Q2 non-GAAP subscription gross margin rose to 81.8%. Free cash flow rose 79% to $12.7M. VTEX repurchased 6.2M shares at $3.76.
6 min readVTEX (VTEX) furnished an SEC Form 6-K — earnings release. VTEX Reports Second Quarter 2026 Financial Results Subscription revenue grew 11.4% (+1.3% FXN), with GMV up 17.8% (+7.0% FXN) Non-GAAP income from operations increased 62.4% to US$13.8 million, reaching a 21.4% margin Free cash flow increased 79.1% to US$12.7 million, reaching a
3 min readdo Carmo Thomaz Junior Geraldo (Chief Executive Officer) sold 125,000 shares of VTEX (VTEX) at an average of $3.87 ($3.78–$3.91, $0.48M total) across 2 trades over 2026-06-02 to 2026-06-03.
1 min read
