European E-Invoicing Mandates And ERP Migrations Will Expand Markets

Published
29 Aug 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$44.85
42.8% undervalued intrinsic discount
07 Aug
US$25.67
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1Y
-27.9%
7D
-22.4%

Author's Valuation

US$44.8

42.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 Aug 25

With Vertex’s key metrics—Future P/E and Net Profit Margin—remaining effectively unchanged, analyst sentiment and fair value estimates are stable, as reflected in the unchanged consensus price target of $44.85. What's in the News Vertex reduced full-year 2025 earnings guidance due to extended sales cycles and delayed customer decision-making, now expecting revenues of $750-$754 million.

Shared on07 May 25
Fair value Decreased 29%

Shared on30 Apr 25
Fair value Increased 32%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to -0.1%.

Shared on23 Apr 25
Fair value Increased 1.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 4.51%

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 1.78%

AnalystConsensusTarget has decreased profit margin from 10.1% to 8.0%.