Shared on 19 Jan 26

Fair value Decreased 2.05%

VERX: CEO Transition And 2026 Focus Will Support Share Rebound

Our Analyst Price Target for Vertex edges down from about $27.86 to $27.29 as analysts trim growth and fair value assumptions, following lowered Street targets tied to softer guidance, moderating ARR trends, and questions around execution after the CEO transition. Analyst Commentary Recent Street research on Vertex clusters around a reset in expectations after Q3 results, updated guidance, and the CEO transition.

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Shared on 05 Jan 26

VERX: Shares Will Rebound As CEO Transition Unlocks Long Term Reacceleration

Analysts have modestly lowered our Vertex price target to the mid 20 dollar range, trimming expectations by several dollars as they incorporate softer guidance, slower ARR growth, and a more challenging path to reacceleration despite still supportive longer term fundamentals. Analyst Commentary Street research following the latest print reflects a more cautious stance on Vertex, with most models recalibrated to slower near term growth, lower ARR contribution, and a steeper path to achieving the long term reacceleration framework.

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Shared on 17 Dec 25

VERX: Shares Will Recover As CEO Transition And Buyback Support Turnaround

Vertex's average analyst price target has been lowered by several dollars to the mid 20 dollar range, as analysts factor in mixed Q3 results, reduced guidance, softer ARR growth, and a more challenging near term outlook, despite longer term growth levers and a solid competitive position. Analyst Commentary Street research following the Q3 print reflects a more cautious posture on Vertex in the near term, with most models recalibrated to lower growth and margin trajectories, but also recognition that the long term opportunity and competitive positioning remain intact.

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Shared on 03 Dec 25

VERX: Shares Will Recover As CEO Transition Restores Confidence

Vertex's consensus analyst price target has been reduced by several dollars into the mid 20 dollar range, as analysts recalibrate their models to reflect mixed Q3 results, lowered guidance, a disappointing Q4 and FY25 outlook, and concerns around slowing ARR growth and execution during the CEO transition. Analyst Commentary Street research following the Q3 print and guidance reset reflects a more cautious but still divided view on Vertex's medium term prospects.

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Shared on 19 Nov 25

Fair value Decreased 24%

VERX: Shares Will Rebound As CEO Transition Drives Long-Term Stability

Vertex's analyst price target has been lowered significantly, falling from over $36 to under $28 per share. Analysts cite softened revenue growth, reduced margin outlooks, and ongoing business challenges following disappointing quarterly results and guidance updates.

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Shared on 04 Nov 25

Fair value Decreased 1.20%

The analyst price target for Vertex has been reduced from $35 to $28. Analysts point to continued revenue retention challenges and leadership uncertainty, despite stable results and a strong market position.

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Shared on 07 Aug 25

Fair value Decreased 17%

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.

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Shared on 07 May 25

Fair value Decreased 29%

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Shared on 30 Apr 25

Fair value Increased 32%

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

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Shared on 23 Apr 25

Fair value Increased 1.84%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 17 Apr 25

Fair value Decreased 4.51%

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Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Increased 2.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

Fair value Increased 0.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 10 Mar 25

Fair value Increased 1.78%

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

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VERX: Upcoming Leadership Transition Will Shape Future Market Positioning

VERX: CEO Transition And 2026 Focus Will Support Share Rebound

VERX: Shares Will Rebound As CEO Transition Unlocks Long Term Reacceleration

VERX: Shares Will Recover As CEO Transition And Buyback Support Turnaround

VERX: Shares Will Recover As CEO Transition Restores Confidence

VERX: Shares Will Rebound As CEO Transition Drives Long-Term Stability

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