KING OF PRUSSIA, Pa., Feb. 27, 2026 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX), a global provider of tax technology solutions, today announced that Chris Young, President and Chief Executive Officer, and John Schwab, Chief Financial Officer, will participate in a fireside chat at two upcoming conferences. A fireside chat at the Citizens JMP Technology Conference is scheduled for Tuesday, March 3, 2026 at 2:30 PM Pacific Time. A fireside chat at the Morgan Stanley TMT Conference is scheduled for Wednesd ...

Vertex, Inc. (NASDAQ:VERX) is one of the 12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analysts. Analyst Confidence Strong on Vertex (VERX) Following Fourth-Quarter Results As of February 18, 2026, more than half of covering analysts remain bullish on Vertex, Inc. (NASDAQ:VERX), indicating 53.97% upside potential with a consensus price target of $19.00. On February 12, 2026, Adam Hotchkiss, an analyst at Goldman Sachs, reduced Vertex, Inc. (NASDAQ:VERX)’s price target from $25 to ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39413 VERTEX, INC. (Exact Name of Registrant as Specified in its Charter) | Delaware | 23-2081753 | | --- | --- | | (State or other jurisdiction of | (I.R.S. Employer | | incorporation or organization) | Identification No.) ...

In this piece, we discuss the 12 Best Beaten Down Technology Stocks to Buy According to Wall Street Analysts.The topic is relevant in today’s macro backdrop, where investors are grappling with several challenges in 2026, including persistent inflation, volatile monetary policy, and the impact of ongoing advances in artificial intelligence (AI).JPMorgan’s 2026 outlook report (December 9, 2025) had highlighted that investors are facing multiple risks. The firm projected a 35% probability of a U.S. and global ...

Core Viewpoint - Vertex Pharmaceuticals has demonstrated its ability to develop successful drugs and generate earnings growth, positioning itself as a strong investment opportunity regardless of market conditions [1][2]. Company Overview - Vertex is the global leader in cystic fibrosis (CF) treatment and has expanded into gene editing for blood disorders and pain management, which supports sustained earnings growth [2][5]. - The company produces CFTR modulators that address approximately 90% of genetic mutations associated with CF, significantly improving the quality of life for patients [5][6]. Financial Performance - Vertex expects its non-CF products, including the gene editing treatment Casgevy and pain drug Journavx, to contribute over $500 million to revenue this year [7]. - The total revenue guidance for Vertex for the year is projected to reach as high as $13.1 billion [7]. Investment Strategy - Vertex is characterized as a "compounder," indicating its potential for long-term value appreciation, making it a suitable addition to a diversified investment portfolio [4]. - The company's strong intellectual property portfolio is expected to support its leadership in CF treatment for the coming decade, providing stability and growth for investors [6].

Core Insights - Vertex, Inc. is a leading provider of indirect tax solutions globally, offering comprehensive software and services for tax compliance management [1] - Jefferies has set a price target of $16 for Vertex, indicating a potential price increase of approximately 24.71% from the current price of $12.83, reflecting confidence in the company's growth prospects [2][6] - Vertex reported double-digit revenue growth and improved profitability for the year ending December 31, 2025, with significant growth in its e-invoicing business, positioning the company well for future expansion [3][6] Financial Performance - The current stock price of Vertex is $12.83, representing a 13.78% decrease with a change of $2.05, while the market capitalization is approximately $2.05 billion [4] - The stock has fluctuated between $12.40 and $15.68 today, with a 52-week high of $52.74, indicating potential for recovery [4] - The trading volume for VERX is 7,817,750 shares on the NASDAQ exchange, reflecting active investor interest [5] Management Outlook - Christopher Young, Vertex's President and CEO, expressed optimism about accelerating revenue growth and enhancing profitability, driven by favorable near-term growth factors [5]

Core Viewpoint - Jefferies has downgraded Vertex, Inc. from a Buy to a Hold, indicating a more conservative outlook on the stock's future performance [1] Financial Performance - Vertex's Q4 2025 earnings call revealed financial outcomes, including revenue and profit margins, which contributed to the downgrade by Jefferies [2] - Following the earnings report and the downgrade, Vertex's stock declined by 13.78%, dropping by $2.05 [2] Stock Volatility - Vertex's shares have shown significant volatility, with a daily trading range between $12.40 and $15.68 [3] - Over the past year, the stock reached a peak of $52.74 and a low of $12.40, reflecting investor sensitivity to operational changes and market dynamics [3] Market Presence - The current market capitalization of Vertex is approximately $2.05 billion, indicating a substantial presence in the market [4] - Vertex has a trading volume of 7.82 million shares on the NASDAQ exchange, attracting investor attention despite recent challenges [4]

Core Insights - Morgan Stanley analysts suggest that five software stocks could potentially double in value within the next 12 months if fears surrounding AI subsist and the stocks rebound to their fair value [1] Group 1: Market Overview - Software stocks have faced significant declines this year, with the iShares Expanded Tech-software Sector ETF (IGV) losing over 20% of its value since the beginning of the year, primarily driven by concerns regarding AI's impact on the industry [1] - Major companies like Intuit, ServiceNow, and Salesforce have seen substantial drops in their stock prices due to fears that AI-native startups will pressure profit margins and reduce corporate headcounts, limiting revenue growth [1] Group 2: Investment Opportunities - Morgan Stanley identifies that some software stocks are currently trading at more than a 50% discount to their fair value, creating potential buying opportunities for investors [1] - The five software stocks highlighted by Morgan Stanley include large caps Intuit and Salesforce, which have potential upsides of 101% and 109% respectively from their recent closing prices [1] - Mid-cap stocks such as ServiceTitan, CCC Intelligent Solutions, and Vertex are also expected to more than double in value according to the analysts [1] Group 3: Market Sentiment and Future Outlook - The uncertainty surrounding AI's development has led to volatility in the stock market, but historical trends show that investors have often rebounded from such concerns, driving stock prices higher [1] - Experts, including Nvidia's CEO, have expressed skepticism about the notion that AI will severely disrupt the software industry, suggesting that nimble software providers could leverage AI to their advantage [1] - The market for tech stocks is expected to remain turbulent as uncertainty continues to loom over the software sector, with Morgan Stanley indicating that disruption-related volatility is likely to persist [1]

Core Insights - Vertex reported fourth-quarter revenue of $194.7 million, reflecting a year-over-year increase of 9.1% and aligning with guidance, while adjusted EBITDA reached $42.5 million, exceeding expectations [4][7] - The company outlined a strategy to reaccelerate growth after experiencing slower entitlement expansion and higher attrition among smaller customers [4][9] Financial Performance - For the full year 2025, Vertex's revenue was $748.4 million, up 12.2% from 2024, with subscription revenue at $639.7 million, increasing by 12.8% [3][7] - Fourth-quarter subscription revenue rose 8.9% to $166.2 million, while services revenue grew 10.2% to $28.5 million [3] - Vertex's annual recurring revenue (ARR) was $671 million at the end of the quarter, up 11.3% year-over-year, with a net revenue retention (NRR) rate of 105% [8] Growth Initiatives - Vertex is accelerating AI initiatives, including Smart Categorization and Vertex Copilot, which have already generated significant early wins and partnerships [5][12] - The company is expanding its e-invoicing services across 39 countries, with cross-sells increasing ARR by approximately 20% for affected customers [5][16] Customer Retention and Attrition - Management noted that attrition was primarily driven by business factors such as M&A and bankruptcies, particularly affecting smaller accounts [9][10] - The company is enhancing customer success efforts and utilizing churn analytics to mitigate attrition risks [6][10] Future Guidance - For 2026, Vertex guided revenue between $823.5 million and $831.5 million, with a projected cloud revenue growth of 25% and adjusted EBITDA of $188 million to $192 million, implying a 23% margin [7][20] - The first quarter of 2026 is expected to generate revenue between $193.5 million and $196.5 million, with adjusted EBITDA of $40.5 million to $43.5 million [20]

Company Overview - Vertex Inc. (NASDAQ:VERX) is a provider of tax compliance software solutions for enterprises and mid-market companies, established in 1978 and located in King of Prussia, Pennsylvania [4]. Recent Developments - Piper Sandler downgraded Vertex's rating from Overweight to Neutral on February 3, cutting the target price by 37.5% to $20 from $32 due to concerns about seat compression related to artificial intelligence [1]. - The stock price of Vertex fell by 20.3% to $14.78 from $18.55 following the news, before slightly rebounding to $15.73 [3]. Market Context - The release of AI-related plugins by Anthropic on January 30 led to a significant market reaction, erasing $285 billion in market capitalization for software, financial services, and asset management stocks [3]. - Despite the downgrade and sell-off, analysts maintain a positive outlook on Vertex, with a median target price of $25.50, indicating a potential upside of 62.11% [3].