Compared to Estimates, Vertex (VERX) Q4 Earnings: A Look at Key Metrics

Core Insights - Vertex (VERX) reported revenue of $194.71 million for Q4 2025, marking a year-over-year increase of 9.1% and exceeding the Zacks Consensus Estimate by 0.29% [1] - The earnings per share (EPS) for the same quarter was $0.17, up from $0.15 a year ago, with an EPS surprise of 1.74% [1] Financial Performance Metrics - Annual Recurring Revenue (ARR) reached $671 million, slightly above the average estimate of $669.76 million [4] - The Net Revenue Retention Rate was reported at 105%, compared to the average estimate of 106.4% [4] - Revenue from Services was $28.49 million, exceeding the average estimate of $25.92 million, reflecting a year-over-year increase of 10.2% [4] - Revenue from Software Subscriptions was $166.23 million, slightly below the average estimate of $168.4 million, with a year-over-year increase of 8.9% [4] Stock Performance - Vertex shares have declined by 24.6% over the past month, contrasting with a minor decline of 0.3% in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]