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]

Summary of Key Points Core Viewpoint - BofA has lowered the price target for Vertex (VERX) to $24 from $34, maintaining a Neutral rating due to a disappointing Q4 outlook [1]. Company Performance - The implied growth rate for Q4 is projected at 9%, which is at the low end of the industry growth range of 8% to 12% [1]. - The firm suggests that the acceleration of growth is dependent on the success of cross-selling the e-invoicing offering [1].

Core Insights - Vertex's stock experienced a nearly 10% decline following a quarterly earnings report that was perceived as underwhelming, contrasting with a slight increase in the S&P 500 index [1] Financial Performance - Vertex reported total revenue of slightly over $192 million for Q3, marking a year-over-year increase of nearly 13%. Subscription revenue, which constitutes the majority of its revenue, also grew by approximately 13% to nearly $165 million [2] - The company's net income, not in accordance with GAAP, increased by 6% to just under $28.6 million. Both revenue and adjusted earnings per share slightly exceeded analyst estimates, although not significantly [3] Guidance and Projections - The decline in Vertex's stock was primarily attributed to its guidance, which fell short of analyst expectations. For the current fourth quarter, Vertex projected revenue between $192 million and $196 million, below the consensus estimate of over $199 million [4] - For the full year 2025, Vertex's guidance is between $745.7 million and $749.7 million, while analysts are anticipating revenue exceeding $752 million [5]

Core Insights - Vertex Pharmaceuticals (VRTX) reported adjusted earnings of $4.80 per share for Q3 2025, exceeding the Zacks Consensus Estimate of $4.55, with a year-over-year earnings increase of approximately 10% [1][10] - Total revenues reached $3.08 billion, surpassing the Zacks Consensus Estimate of $3.04 billion, marking an 11% year-over-year growth driven by Trikafta/Kaftrio sales and contributions from new drugs [1][10] Revenue Breakdown - U.S. revenues rose 15% year over year to $1.98 billion, fueled by strong demand and favorable net pricing, alongside contributions from new products [2] - International sales increased 4% to $1.10 billion, supported by strong cystic fibrosis (CF) growth and contributions from Casgevy [2] - Trikafta generated $2.65 billion in sales, a 2.6% increase year over year, outperforming estimates [2][10] - Alyftrek sales reached $247 million in Q3, up from $156.8 million in Q2, with strong U.S. launch progress and early success in European markets [3] - Revenues from other products declined 6% year over year to $175.8 million, including contributions from Casgevy and Journavx [4] Product Performance - Casgevy sales were $16.9 million, down 44.4% sequentially, with expectations of over $100 million in revenues for the year and significant growth anticipated in 2026 [5] - Journavx generated $19.6 million in sales, up from $12 million in Q2, following its U.S. approval in January [6] Cost and Expense Analysis - Adjusted R&D expenses increased 12.6% year over year to $861.1 million to support pipeline development [7] - Adjusted SG&A expenses rose 23% to $369 million, reflecting costs associated with the launch of Journavx [7] - Adjusted operating income rose 6% to $1.38 billion [8] Guidance and Future Outlook - Vertex tightened its total revenue guidance for 2025 to a range of $11.9 billion to $12.0 billion, indicating growth of 8-9% driven by CF franchise growth and contributions from new products [10][11] - Combined adjusted R&D, AIPR&D, and SG&A expense guidance for 2025 was raised to $5.0 billion to $5.1 billion [12] - The adjusted tax rate was reduced to a range of 17% to 18% [12] Market Reaction and Competitive Landscape - Despite strong Q3 results, Vertex shares declined 4% in after-hours trading, likely due to the disappointing sales performance of Casgevy [13] - Year-to-date, Vertex shares have risen 5.8%, compared to the industry's 12.1% increase [13] - Vertex's CF sales continue to grow, but there are concerns regarding the slower uptake of Casgevy and dependence on the CF franchise for revenue [14][17]