Core Insights - Tensile Capital Management increased its stake in Vertex by acquiring 160,559 shares, bringing total holdings to 3.8 million shares valued at $94.3 million as of September 30 [2][11] - Vertex's stock price has decreased by 65% over the past year, significantly underperforming the S&P 500, which is up 13% during the same period [3][12] - Vertex reported a 12.7% revenue growth and a 29.6% growth in cloud revenue in the third quarter, alongside a new $150 million share-repurchase program [10] Company Overview - Vertex is a leading provider of tax technology software and services, focusing on enterprise clients [6] - The company generates revenue through software licenses, SaaS subscriptions, implementation, training, and tax-related outsourcing services [9] - Vertex's market capitalization is $3.1 billion, with a trailing twelve months (TTM) revenue of $732.2 million and a net income of -$53.6 million [4] Financial Metrics - Vertex's annual recurring revenue (ARR) stands at $648 million, with a net revenue retention rate of 107% [12] - The company has a significant cash generation capability, reporting $43.5 million in adjusted EBITDA for the third quarter [10] - Vertex's stock price was $19.68 as of the last market close [4]

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Core Insights - Vertex Pharmaceuticals announced clinical data demonstrating the benefits of CASGEVY (exagamglogene autotemcel) for patients aged 5 years and older with severe sickle cell disease (SCD) or transfusion-dependent beta thalassemia (TDT) [1][2] - The data includes the first clinical results for children aged 5-11 years and long-term outcomes for patients aged 12 years and older, to be presented at the American Society of Hematology (ASH) Annual Meeting [1][4] Company Overview - Vertex is a global biotechnology company focused on creating transformative medicines for serious diseases, including SCD and TDT [28][29] - The company has a robust pipeline of investigational therapies across various serious diseases, leveraging deep insights into human biology [28] Product Information - CASGEVY is a non-viral, ex vivo CRISPR/Cas9 gene-edited cell therapy that aims to increase fetal hemoglobin (HbF) levels in patients with SCD and TDT [8][14] - The therapy has shown potential to reduce or eliminate vaso-occlusive crises (VOCs) in SCD patients and the need for regular blood transfusions in TDT patients [8][14] Clinical Study Results - In the Phase 3 CLIMB-151 study for children with SCD, all patients with sufficient follow-up achieved the primary endpoint of being free from VOCs for at least 12 consecutive months [5] - In the Phase 3 CLIMB-141 study for children with TDT, all patients with sufficient follow-up achieved transfusion independence for at least 12 consecutive months while maintaining a hemoglobin level of at least 9 g/dL [5] - Long-term data for patients aged 12 years and older showed that 100% of SCD patients achieved VOC-free status for a mean duration of 35.3 months, while 98.2% of TDT patients achieved transfusion independence for a mean duration of 41.4 months [4] Regulatory and Future Plans - Vertex plans to initiate global regulatory filings for CASGEVY in the 5-11 age group in the first half of next year, having received a Commissioner's National Priority Voucher from the FDA to expedite the review process [12] - The company aims to extend studies to include younger children aged 2-4 years [10][12]

KING OF PRUSSIA, Pa., Dec. 05, 2025 (GLOBE NEWSWIRE) -- Vertex Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, and CPA.com, the trusted partner in accounting and finance transformation, today announced an expansion of their partnership to include an AI-driven solution in collaboration with Kintsugi. The application helps accounting firms of all sizes and tax expertise deliver automated, accurate, and scalable sales tax compliance for clients. Building on ...

We came across a bullish thesis on Vertex, Inc. on Business Invest’s Substack by Francesco Ferrari. In this article, we will summarize the bulls’ thesis on VERX. Vertex, Inc.'s share was trading at $19.22 as of December 1st. VERX’s trailing P/E was 285.23 according to Yahoo Finance. Rawpixel/Shutterstock.com Vertex, Inc. (VERX) is a leading software provider specializing in tax technology solutions that integrate seamlessly with enterprise systems such as SAP and Oracle. Its core platform ensures accura ...

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Core Viewpoint - Vertex Pharmaceuticals' stock has increased by 9.2% over the past three months, but this is significantly lower than the industry's 16.1% growth [1][2]. Financial Performance - Despite strong third-quarter results, Vertex's stock underperformed compared to its industry, with earnings and sales exceeding estimates but newer drugs Journavx and Casgevy missing expectations [3][8]. - The company has tightened its total revenue guidance for full-year 2025 from a range of $11.85-$12 billion to $11.9-$12.0 billion, indicating flat sequential growth in the fourth quarter [3][8]. Product Sales and Pipeline - Vertex maintains a dominant position in the cystic fibrosis (CF) market, treating nearly 75% of the 94,000 CF patients in the U.S., Europe, Canada, and Australia, with continued growth driven by Trikafta/Kaftrio and the launch of Alyftrek [5][8]. - The company is developing an mRNA therapeutic, VX-522, for CF patients who do not benefit from existing treatments, with ongoing clinical studies [6][8]. - Sales performance of newer products like Alyftrek, Journavx, and Casgevy has been mixed, with Journavx generating $32.9 million in the first nine months of 2025, but missing Q3 expectations [9][11]. - Casgevy's sales were $16.9 million in Q3, down 44.4% sequentially, and fell short of estimates, although Vertex expects over $100 million in revenues for Casgevy this year [13][14]. Pipeline Development - Vertex has a rapidly advancing mid- to late-stage pipeline targeting various diseases beyond CF, with five programs in pivotal development expected to lead to regulatory filings in 2026 and early 2027 [15][16]. - The company's kidney disease candidates, particularly povetacicept, are gaining investor attention, with a rolling BLA filing expected by the end of 2025 [16][17]. - Vertex faced setbacks with VX-993 and VX-264, leading to discontinuation of these programs due to failure to meet efficacy endpoints [17][18]. Valuation and Estimates - Vertex's shares trade at a price/earnings ratio of 21.93, higher than the industry average of 17.0, but below its five-year mean of 24.04 [19][20]. - The Zacks Consensus Estimate for 2025 earnings has increased from $17.82 to $18.30 per share, indicating a positive outlook [22]. Investment Outlook - Vertex's reliance on its CF franchise raises concerns, but the company is seen as a good investment due to strong financial performance and pipeline progress [23][24]. - Analysts remain optimistic about future growth in profits, with expectations for continued strength in CF sales despite a slight slowdown [25][26].

Core Insights - Vertex Inc. has launched the Vertex Configuration Agent for Microsoft Dynamics 365 on Microsoft Marketplace, aimed at automating tax configuration and ensuring compliance as business needs evolve [1][2][3] Group 1: Product Features - The Vertex Configuration Agent utilizes Vertex AI to automatically detect updates in source systems and applies necessary configuration adjustments proactively, reducing manual effort and speeding up implementation [2] - The solution is designed to integrate seamlessly within the Microsoft Dynamics 365 ecosystem, enhancing intelligent automation across tax workflows for improved operational efficiency [2] Group 2: Strategic Importance - The launch of the Vertex tax agent in Microsoft Marketplace is a significant step towards simplifying tax complexity through intelligent automation, enhancing tax accuracy and compliance for businesses [3] - Microsoft Marketplace serves as a centralized platform for organizations to discover and acquire trusted cloud solutions, facilitating faster and smarter business operations [3] Group 3: Company Overview - Vertex, Inc. is a leading global provider of indirect tax solutions, focusing on delivering trusted tax technology that enables businesses to comply and grow confidently [5] - The company offers tailored solutions for various industries, covering major lines of indirect tax, and operates globally with headquarters in North America and offices in South America and Europe [5]

Core Insights - Vertex, Inc. (NASDAQ:VERX) is recognized as an overlooked tech stock with potential investment opportunities [1] Financial Performance - For Q3 2025, Vertex reported total revenue of $192.1 million, reflecting a year-over-year increase of 12.7% [4] - The growth in revenue was primarily driven by a significant 29.6% increase in cloud revenue [4] - The company achieved a non-GAAP EPS of $0.17, surpassing expectations, and reported adjusted EBITDA of $43.5 million [4] Analyst Sentiment - Goldman Sachs reduced its price target for Vertex from $43 to $28 on November 5, 2025, while maintaining a "Buy" rating, citing short-term challenges such as customer bankruptcies and rapid cloud migrations [2] - Conversely, William Blair's analyst Jake Roberge reaffirmed a "Buy" rating on November 3, highlighting increased pipeline activity from SAP ecosystem migrations and successful adoption of e-invoicing solutions [3] Strategic Initiatives - Vertex announced a $150 million stock repurchase program, marking its first-ever buyback initiative [4] - The management anticipates strong growth potential from SAP ecosystem migrations and the adoption of its e-invoicing solution, which is currently utilized by over 100 customers [5] Market Position - Vertex specializes in providing global indirect tax solutions, assisting businesses in navigating complex tax regulations [5]

Core Insights - Vertex Pharmaceuticals announced updated data for povetacicept (pove) in IgA nephropathy (IgAN) and primary membranous nephropathy (pMN) from the RUBY-3 trial at the ASN Kidney Week 2025 [1] Group 1: Drug Information - Pove is an investigational recombinant fusion protein therapeutic [1] - Pove acts as a dual inhibitor of the BAFF (B cell activating factor) and APRIL (a proliferation inducing ligand) cytokines [1]