Analyst Confidence Strong in Vertex (VERX) Following Q4 Results

Analyst Confidence Strong in Vertex (VERX) Following Q4 Results
Analyst Confidence Strong in Vertex (VERX) Following Q4 Results

Vertex, Inc. (NASDAQ:VERX) is one of the The 12 Best Beaten Tech Stocks to Buy According to Wall Street Analysts.

Analyst Confidence Strong in Vertex (VERX) Following Q4 Results

As of February 18, 2026, more than half of covering analysts remain bullish on Vertex, Inc. (NASDAQ:VERX), indicating an upside potential of 53.97% with a consensus price target of $19.00.

On February 12, 2026, Goldman Sachs analyst Adam Hotchkiss lowered his price target on Vertex, Inc. (NASDAQ:VERX) from $25 to $23, maintaining his Buy rating. The downgrade came after Q4 2025 results, which were followed by a 13% drop in the share price.

The firm remains confident in the company’s prospects despite concerns about near-term free cash flow volatility. Their optimism stems from management’s FY26 guidance, which indicates a strong increase in overall future performance. The company’s view was leaning toward slowing subscription revenue and ARR growth due to weakness in upsell activity, higher churn and lower rights growth.

Vertex, Inc. (NASDAQ:VERX) reported fourth-quarter 2025 results the day before. The launch saw 9.1% year-over-year growth in revenue ($194.7 million), thanks to 23% year-over-year growth in cloud revenue. The company posted a 105% net revenue retention rate and 11.3% year-over-year ARR growth to $671.0 million.

Adjusted EBITDA margin increased to 21.8%, while non-GAAP net income was $27.8 million with EPS of $0.17. While the company’s full-year 2025 revenue was $748.4 million (+12.2% year-over-year), 2026 sees revenue of $823.5 million to $831.5 million and cloud growth of 25%. As part of its $150 million buyback program, the company bought back $10 million worth of stock.

Vertex, Inc. (NASDAQ:VERX), a leading provider of indirect tax and e-invoicing solutions, uses AI-powered offerings to accelerate business revenue growth, profitability and operational efficiency in global markets.

While we recognize VERX’s potential as an investment, we believe certain AI stocks offer greater growth potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that’s also benefiting significantly from Trump-era tariffs and the offshoring trend, check out our free report on best short-term AI stock. READ NEXT: 14 Oversold Value Stocks to Invest in Right Now and Cathie Wood’s 10 Stock Picks With Huge Upgrade Potential. Disclosure: None. Follow Insider Monkey on Google News.

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