Update shared on07 Aug 2025
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.
- Third quarter 2025 earnings guidance set at revenues of $190-$193 million.
- Announced extensive product enhancements and new certified integrations, including AI-powered Vertex Copilot, expanded platform support (SAP, Oracle, Coupa, Shopify), and features for Brazil tax reform readiness, cross-border compliance, and VAT ID validation across 67+ countries.
- Selected for Oracle's highest ISV partner program level, deepening collaboration for embedded tax automation within Oracle ERP workflows and strengthening global tax compliance capabilities.
Valuation Changes
Summary of Valuation Changes for Vertex
- The Consensus Analyst Price Target remained effectively unchanged, at $44.85.
- The Future P/E for Vertex remained effectively unchanged, moving only marginally from 65.58x to 65.96x.
- The Net Profit Margin for Vertex remained effectively unchanged, at 13.50%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.