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US And European Expansion Will Shape Future Global Opportunities

Published
14 Sep 24
Updated
09 Oct 25
AnalystConsensusTarget's Fair Value
US$7.60
45.3% undervalued intrinsic discount
09 Oct
US$4.16
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1Y
-41.7%
7D
-5.7%

Author's Valuation

US$7.645.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on09 Oct 25
Fair value Decreased 7.32%

Analysts have lowered their price target for VTEX, reducing the fair value estimate from $8.20 to $7.60 due to concerns over slower growth. This adjustment is partially offset by improvements in profit margin and overall valuation following a recent market selloff.

Shared on22 Aug 25
Fair value Decreased 7.52%

Analysts have reduced their price target for VTEX from $8.87 to $8.42 amid weaker-than-expected Q2 growth, ongoing macroeconomic headwinds in key Latin American markets, and lowered 2025 guidance, which has increased near-term caution despite continued confidence in long-term sector drivers. Analyst Commentary Weak growth in Q2, especially due to deteriorating conditions in Argentina and Brazil, prompting reduced growth outlook.

Shared on01 May 25
Fair value Decreased 0.93%

Shared on23 Apr 25
Fair value Decreased 0.56%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 4.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 1.78%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.58%

Shared on26 Mar 25
Fair value Decreased 1.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 7.24%

AnalystConsensusTarget has decreased discount rate from 8.2% to 7.3%.

Shared on11 Mar 25
Fair value Decreased 2.86%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.