Company Overview - Vertex is a leading provider of tax technology software, offering scalable solutions for complex tax compliance needs to a diverse base of corporate clients [6] - The company utilizes a combination of software licensing and SaaS models to drive recurring revenue and maintain strong client relationships [6] - Vertex's primary customers include corporations in retail, communications, leasing, and manufacturing sectors, both domestically and internationally [8] Financial Metrics - As of February 17, 2026, Vertex's stock price was $12.34, reflecting a 74.09% decline over the prior year [3] - The company's market capitalization is $1.97 billion, with a trailing twelve months (TTM) revenue of $748.44 million and a net income of $7.21 million [4] Recent Transactions - Tensile Capital Management LP sold 384,415 shares of Vertex in the fourth quarter of 2025, valued at approximately $8.32 million based on average pricing [2] - Following this sale, Tensile's position in Vertex now comprises 8.8% of its 13F reportable assets under management (AUM), down from 11.8% in the previous quarter [3] - Despite the sale, Tensile still holds over 3.4 million shares of Vertex, making it one of the firm's largest stock holdings [10]

Core Insights - Vertex, Inc. is participating in two upcoming conferences with key executives presenting [1][2] - The company is a global leader in tax technology solutions, focusing on indirect tax compliance [3] Group 1: Conference Participation - Chris Young, President and CEO, and John Schwab, CFO, will engage in a fireside chat at the Citizens JMP Technology Conference on March 3, 2026 [1] - Another fireside chat is scheduled for the Morgan Stanley TMT Conference on March 4, 2026 [2] - Live webcasts and replays of both presentations will be accessible on Vertex's investor relations website [2] Group 2: Company Overview - Vertex, Inc. specializes in indirect tax solutions, aiming to provide trusted tax technology for global businesses [3] - The company offers tailored solutions for various industries, covering major lines of indirect tax such as sales and consumer use, value added, and payroll [3] - Vertex is headquartered in North America and has offices in South America and Europe, assisting leading brands in managing compliance complexities [3]

Core Insights - Vertex, Inc. is a leading provider of tax technology solutions, offering software and services to streamline tax processes for businesses [1] - Jefferies analyst Samad Samana has set a price target of $28 for Vertex, indicating a potential upside of 35.33% from its current price of $20.69 [1][5] - The company has faced challenges, evidenced by a 10% decline in stock price following mixed third-quarter results, raising investor concerns [2][5] Stock Performance - Vertex's stock price is currently at $20.69, reflecting a decrease of 9.65% or $2.21 [2] - The stock has shown significant volatility, with a daily trading range between $19.29 and $22.95 [3] - Over the past year, Vertex reached a high of $60.71 and a low of $19.29, indicating substantial fluctuations in investor sentiment [3][5] Market Activity - Vertex has a market capitalization of approximately $3.3 billion [3] - The trading volume on NASDAQ is 5,794,457 shares, indicating active trading and interest in the company [4]

Company Overview - Vertex, Inc. is a leading global provider of indirect tax solutions, focusing on delivering trusted tax technology for global businesses to transact, comply, and grow with confidence [3] - The company offers tailored solutions for major lines of indirect tax, including sales and consumer use, value added, and payroll [3] - Vertex is headquartered in North America, with additional offices in South America and Europe, aiming to simplify the complexity of continuous compliance for leading brands [3] Upcoming Events - David DeStefano, CEO, and John Schwab, CFO of Vertex, will participate in a fireside chat at the 20th Annual Needham Technology, Media, & Consumer Conference [1] - The event is scheduled for May 12, 2025, at 9:30 AM Eastern Time [1] - Live webcasts and replays of the presentations will be available on Vertex's investor relations website [2]