Stephens & Co. has initiated coverage on Vertex Inc (VERX) with an Overweight rating as of September 28, 2025. This marks the firm's first assessment of the technology company, which specializes in tax compliance software solutions. Vertex, headquartered in King Of Prussia, Pennsylvania, has a market capitalization of $3.1 billion and employs 1,900 full-time staff.
The company's software products, offered through both software licenses and cloud subscriptions, support state, local, and value-added tax calculation and compliance. Vertex's solutions include tax determination, compliance and reporting, and tax data management tools.
Currently priced at $19.89, Vertex Inc's earnings per share (EPS) for the trailing twelve months stands at -0.35. The upcoming earnings reports are scheduled for May 5, 2026, with an EPS estimate of $0.17 and revenue expectation of $199.6 million, followed by another report on August 4, 2026, projecting an EPS of $0.18 and revenue of $208.1 million.
Analyst ratings can change as new information becomes available, and while they provide valuable insights, they should be considered alongside company fundamentals and market conditions. As of November 1, 2025, the consensus rating for Vertex Inc among analysts is categorized as Buy, with 6 Strong Buy, 9 Buy, and 8 Hold ratings among 23 total analysts.
The move underscores the growing interest in Vertex's market position and growth potential in the technology sector.