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Disclaimer: The content on this page is for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consult a licensed financial advisor before making any investment decisions.
These are published opinions from external sell-side analysts — not Stonvex recommendations. Ratings may change without notice, may conflict with each other, and may be wrong. Not investment advice.
Consensus aggregated from publicly disclosed sell-side analyst ratings. Stonvex is not a registered investment advisor and does not endorse any of the ratings shown. Past analyst ratings do not predict future price movements.
| Date | Open | Close | Δ | Vol |
|---|---|---|---|---|
| 05-15 | $12.46 | $12.85 | +3.13% | 1.0M |
| 05-18 | $12.79 | $13.26 | +3.67% | 1.2M |
| 05-19 | $13.36 | $13.17 | -1.42% | 2.2M |
| 05-20 | $12.95 | $13.51 | +4.32% | 1.1M |
| 05-21 | $13.21 | $13.13 | -0.61% | 0.1M |
Vertex Inc is a provider of tax technology and services. Its software, content, and services help customers stay in compliance with indirect taxes that occur in taxing jurisdictions all over the world. It provides cloud-based and on-premise solutions to specific industries for every line of tax, including income, sales, consumer use, value-added, and payroll. The company offers solutions such as tax determination, Tax Data Management, document management, and compliance and reporting, among others. The company derives revenue from software subscriptions.
Documents are served directly from sec.gov / the issuer's website — Stonvex does not proxy or store filings.
Quarterly filings sourced directly from SEC EDGAR. Real-time earnings actuals are in the Earnings panel above.
| Metric | Q1 2026 2026-03-31 | Annual 2025 2025-12-31 | Q3 2025 2025-09-30 | Q2 2025 2025-06-30 |
|---|---|---|---|---|
Revenue | $196.65M | $748.44M | $553.73M | $361.62M |
Operating Income | $-10.61M | $2.33M | $4.94M | $622.00K |
Net Income | $-2.51M | $7.21M | $14.21M | $-961.00K |
EPS (Diluted) | Not available | Not available | Not available | Not available |
Total Assets | $1.21B | $1.27B | $1.22B | $1.20B |
Total Liabilities | $967.86M | $1.01B | $957.39M | $950.15M |
Cash & Equivalents | $252.46M | $314.01M | $313.51M | $284.39M |
Free Cash Flow OCF − CapEx | $16.01M | Not available | Not available | Not available |
Shares Outstanding | Not available | Not available | Not available | Not available |
Indicator values from Polygon. Educational only — single- indicator triggers in isolation are not a complete trading signal.
Latest Form 13F-HR disclosures from the curated Super Investors list. Click through to see each manager's full long book.