VTEX

Informe acción NYSE:VTEX

Capitalización de mercado: US$610.3m

VTEX Dividendos y recompras

Dividendo controles de criterios 0/6

VTEX no tiene historial de pago de dividendo.

Información clave

n/a

Rentabilidad por dividendo

8.8%

Rendimiento de la recompra

Rendimiento total para el accionista8.8%
Rendimiento futuro de los dividendos2.0%
Crecimiento de los dividendosn/a
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pagon/a

Últimas actualizaciones de dividendos y recompras

Recent updates

Actualización de narrativa May 21

VTEX: Share Repurchases And Execution Progress Will Support Future Upside Potential

Narrative Update: VTEX Analyst Price Target Shift The analyst price target for VTEX has moved slightly higher to $6.01 from $6.00, with analysts pointing to updated assumptions around revenue growth, profit margins, discount rates, and a lower future P/E, alongside recent positive research actions including a $0.10 target increase at UBS and an upgrade to Outperform at $5 from Bradesco BBI. Analyst Commentary Recent research shows a slight shift in tone, with bullish analysts fine tuning price targets and ratings around VTEX as they revisit assumptions on growth, margins, and valuation multiples.
Artículo de análisis May 15

We Think VTEX's (NYSE:VTEX) Robust Earnings Are Conservative

Investors were underwhelmed by the solid earnings posted by VTEX ( NYSE:VTEX ) recently. We did some digging and...
Actualización de narrativa Apr 29

VTEX: AI Roadmap And Rating Upgrade Will Reframe Long Term Equity Story

Analysts have reduced their VTEX price target by $0.08 to reflect updated fair value and discount rate assumptions, while also noting recent rating support from the Street as part of the rationale for the revised outlook. Analyst Commentary Recent Street research has added a more constructive tone to the VTEX story, with bullish analysts pointing to a clearer risk or reward setup and a refreshed view on fair value.
Actualización de narrativa Apr 15

VTEX: Share Repurchases And Profitability Focus Will Balance Weaker Growth Visibility

Analysts have adjusted the VTEX price target to $5, reflecting updated views on growth visibility and profitability after recent rating changes. Analyst Commentary Recent rating changes show a split in opinion on VTEX, with some backing the updated US$5 price target and others pointing to weaker visibility on future growth.
Actualización de narrativa Apr 01

VTEX: Share Repurchases And Execution Progress Will Support Future Free Cash Flow

Analysts now set a $6.00 price target for VTEX, with the updated view reflecting a mix of more constructive opinions, such as the recent upgrade to Outperform with a $5.00 target, and cautious views citing weakening growth visibility. Analyst Commentary Bullish Takeaways Some analysts see enough progress in VTEX's execution to justify a move to an Outperform rating, even with a price target that sits below the current Street average at $5.00.
Actualización de narrativa Mar 18

VTEX: Share Repurchases And Cost Discipline Will Support Future Free Cash Flow

Analysts have adjusted their fair value estimate for VTEX from $7.14 to $6.00. This reflects updated views on growth visibility and profitability after recent rating changes, including an upgrade to Outperform with a $5 price target from one firm and a downgrade to Neutral from another.
Nueva narrativa Mar 07

VTEX - A hidden Latin American growth opportunity?

Key Takeaways: VTEX is a multi-tenant SaaS provider of cloud-based digital commerce software, primarily serving large enterprise customers in Latin America through combining E-commerce software applications into one stack. The software space is a double edged sword in 2026.
Actualización de narrativa Mar 04

VTEX: Cost Discipline And Buybacks Will Reframe Long Term Equity Story

Analysts have trimmed their VTEX price target to about $10.44 from roughly $10.91, as they factor in weaker growth visibility, slightly softer margin expectations, and a lower assumed future P/E multiple following recent research updates. Analyst Commentary Recent research indicates that some analysts are cautious on VTEX because of weaker growth visibility, softer margin assumptions, and a reduced future P/E multiple.
Actualización de narrativa Feb 18

VTEX: Weaker Growth Visibility Will Create Long Term Upside Opportunity

Narrative Update on VTEX The analyst price target for VTEX has been reduced by $4 to $4, as analysts cite softer growth assumptions and weaker growth visibility, reflected in slightly lower revenue growth expectations and a modestly higher future P/E multiple. Analyst Commentary Bearish analysts are signaling that weaker growth visibility is starting to weigh more heavily on their views of VTEX, especially as they reassess what they are willing to pay for the stock given the revised assumptions.
Actualización de narrativa Feb 04

VTEX: Share Repurchases And Cost Discipline Will Support Long Term Upside

Analysts trimmed their price target on VTEX by about US$1, reflecting slightly softer growth expectations after recent research highlighted weakening visibility in the company’s expansion trajectory. Analyst Commentary Recent research takes a more cautious stance on VTEX, with bearish analysts pointing to weaker visibility on the company’s growth path as a key reason for trimming expectations.
Actualización de narrativa Jan 20

VTEX: Cost Discipline And Cash Returns Will Support Long Term Upside

Analysts have reduced their fair value estimate for VTEX from US$5.00 to US$4.00, citing weaker growth visibility highlighted in recent research and a slightly lower assumed future P/E multiple. Analyst Commentary Bearish analysts are flagging weaker growth visibility as a key concern, which is feeding directly into more restrained valuation work on VTEX.
Actualización de narrativa Jan 06

VTEX: Cost Discipline And Free Cash Flow Progress Will Reshape Equity Story

Analysts have trimmed their price expectations for VTEX from about US$11.81 to US$10.91, citing lower revenue growth assumptions and a higher future P/E. They still highlight margin support from cost-cutting and potential free cash flow progress reflected in recent Buy-rated research.
Seeking Alpha Jan 04

VTEX: Despite Macro Challenges, A Great Price For FCF Growth

Summary VTEX (VTEX), a Brazilian e-commerce platform, offers compelling value after a 40% share price decline and remains a Buy amid macro headwinds. VTEX combines blue-chip customers, international expansion, disciplined opex, and positive FCF margins, despite recent deceleration in revenue and GMV growth. Q3 results showed 6% y/y revenue growth and 13% y/y GMV growth, with guidance trimmed to 9.3–10.7% FX-neutral growth for the year. Trading at ~10.9x EV/FY26 FCF, VTEX's valuation compensates for slower growth, making the current dip a buying opportunity for portfolio diversification. Read the full article on Seeking Alpha
Actualización de narrativa Dec 21

VTEX: Cost Discipline And Free Cash Flow Progress Will Drive Upside Potential

Analysts have trimmed their price target on VTEX to approximately $5.00 per share from around $6.00, citing slower expected revenue growth along with improved margin and free cash flow prospects that they believe still support a favorable risk reward profile. Analyst Commentary Recent Street research highlights a more mixed backdrop for VTEX, as investors weigh improved profitability against slowing top line expectations.
Actualización de narrativa Dec 07

VTEX: Cost Discipline And Share Repurchases Will Drive Future Free Cash Flow

Analysts have nudged their fair value estimate for VTEX slightly lower, trimming the target from $7.24 to $7.14 per share. They are balancing more cautious growth and discount rate assumptions against supportive Street research highlighting improving margins, healthier free cash flow prospects, and an increasingly attractive valuation after the recent selloff.
Actualización de narrativa Nov 22

VTEX: Cost Controls And Market Resilience Will Drive Free Cash Flow Recovery

VTEX’s analyst fair value price target has increased slightly from $7.15 to $7.24. Analysts cite improved profit margin forecasts and resilience in medium-term growth expectations as the primary drivers for the upward revision.
Artículo de análisis Nov 13

Shareholders Will Be Pleased With The Quality of VTEX's (NYSE:VTEX) Earnings

Even though VTEX ( NYSE:VTEX ) posted strong earnings, investors appeared to be underwhelmed. We have done some...
Actualización de narrativa Nov 07

VTEX: Cost Discipline And AI Solutions Will Drive Free Cash Flow Upside

Analysts have adjusted their price targets for VTEX, with Jefferies lowering its target from $7.30 to $6.50. Recent research cites concerns about near-term growth but also highlights a view that the stock remains undervalued after its sharp decline.
Actualización de narrativa Oct 23

Business Momentum Will Accelerate As International Headwinds Ease And Markets Stabilize

Analysts have lowered their fair value price target for VTEX to $7.15 from $7.60 per share, citing a softer growth outlook and recent valuation adjustments. This follows mixed research sentiment and recent updates to company guidance.
Artículo de análisis Oct 14

A Look At The Intrinsic Value Of VTEX (NYSE:VTEX)

Key Insights Using the 2 Stage Free Cash Flow to Equity, VTEX fair value estimate is US$5.05 With US$4.22 share price...
Actualización de narrativa Oct 09

US And European Expansion Will Shape Future Global Opportunities

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.
Actualización de narrativa Aug 22

US And European Expansion Will Shape Future Global Opportunities

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.
Artículo de análisis Aug 09

What You Can Learn From VTEX's (NYSE:VTEX) P/E After Its 32% Share Price Crash

NYSE:VTEX 1 Year Share Price vs Fair Value Explore VTEX's Fair Values from the Community and select yours VTEX...
Artículo de análisis Jul 17

The Return Trends At VTEX (NYSE:VTEX) Look Promising

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis May 14

Shareholders Will Be Pleased With The Quality of VTEX's (NYSE:VTEX) Earnings

VTEX's ( NYSE:VTEX ) strong earnings report was rewarded with a positive stock price move. We did some digging and...
Artículo de análisis May 13

What VTEX's (NYSE:VTEX) 26% Share Price Gain Is Not Telling You

Those holding VTEX ( NYSE:VTEX ) shares would be relieved that the share price has rebounded 26% in the last thirty...
Seeking Alpha Apr 23

VTEX: Long-Term Growth Runway With Strong Moat

Summary I rate VTEX a buy due to its strong position in the growing LATAM e-commerce market, competitive advantages, and potential for retail media monetization. VTEX's platform offers comprehensive solutions for enterprise brands, integrating front-end shopping and back-end logistics, enhancing client stickiness and flexibility. VTEX's network effects and expanding ecosystem increase its platform's value, attracting more brands and users, and further driving growth and competitive advantage. Read the full article on Seeking Alpha
Artículo de análisis Nov 12

Shareholders Will Be Pleased With The Quality of VTEX's (NYSE:VTEX) Earnings

VTEX ( NYSE:VTEX ) just reported healthy earnings but the stock price didn't move much. Investors are probably missing...
Artículo de análisis Oct 31

VTEX (NYSE:VTEX) May Have Issues Allocating Its Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
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Nueva narrativa Sep 14

Operational Efficiency And Global Partnerships Propel Robust Market Growth And Margin Expansion

VTEX's focus on operational efficiency and partnerships is set to boost net margins and significantly raise revenue and market share.
Artículo de análisis Aug 28

The Price Is Right For VTEX (NYSE:VTEX)

When you see that almost half of the companies in the Interactive Media and Services industry in the United States have...
Artículo de análisis Jul 24

Should You Investigate VTEX (NYSE:VTEX) At US$6.66?

While VTEX ( NYSE:VTEX ) might not have the largest market cap around , it saw significant share price movement during...
Artículo de análisis May 21

VTEX's (NYSE:VTEX) Intrinsic Value Is Potentially 20% Below Its Share Price

Key Insights The projected fair value for VTEX is US$5.50 based on 2 Stage Free Cash Flow to Equity VTEX is estimated...

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de VTEX han sido estables en el pasado.

Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de VTEX han aumentado.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de VTEX vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de VTEX con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (VTEX)n/a
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (IT)3.0%
Analista de previsiones (VTEX) (hasta 3 años)2.0%

Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de VTEX en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Alto dividendo: No es posible evaluar la rentabilidad por dividendo de VTEX en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.


Pago de beneficios a los accionistas

Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de VTEX para determinar si sus pagos de dividendos están cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que VTEX no ha comunicado ningún pago.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/24 04:17
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

VTEX está cubierta por 17 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Lucca BrendimBofA Global Research
Daniel FederleBradesco S.A. Corretora de Títulos e Valores Mobiliários
Carlos Palhares SequeiraBTG Pactual