VTEX

Report azionario NYSE:VTEX

Capitalizzazione di mercato: US$635.9m

VTEX Dividendi e riacquisti

Criteri Dividendo verificati 0/6

VTEX non ha registrato alcun pagamento di dividendi.

Informazioni chiave

n/a

Rendimento del dividendo

8.4%

Rendimento del riacquisto

Rendimento totale per gli azionisti8.4%
Rendimento futuro dei dividendi1.9%
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazionen/a

Aggiornamenti recenti su dividendi e riacquisti

Recent updates

Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Nuova narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di VTEX siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di VTEX siano aumentati.


Rendimento dei dividendi rispetto al mercato

VTEX Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di VTEX rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (VTEX)n/a
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.2%
Media del settore (IT)2.6%
Analista previsionale (VTEX) (fino a 3 anni)1.9%

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di VTEX rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di VTEX rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.


Distribuzione degli utili agli azionisti

Copertura degli utili: Dati insufficienti per calcolare il payout ratio di VTEX per determinare se i suoi pagamenti di dividendi sono coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché VTEX non ha segnalato alcun pagamento.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/29 10:03
Prezzo dell'azione a fine giornata2026/05/29 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

VTEX è coperta da 17 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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