VTEX マネジメント
マネジメント 基準チェック /24
VTEXの CEO はGeraldo do Carmo Thomazで、 Apr2000年に任命され、 の在任期間は 26.42年です。 は、会社の株式の21.05%を直接所有しており、その価値は$ 122.50M 。経営陣と取締役会の平均在任期間はそれぞれ4.7年と5.3年です。
主要情報
Geraldo do Carmo Thomaz
最高経営責任者
n/a
報酬総額
| CEO給与比率 | n/a |
| CEO在任期間 | 26.4yrs |
| CEOの所有権 | 21.0% |
| 経営陣の平均在職期間 | 4.7yrs |
| 取締役会の平均在任期間 | 5.3yrs |
経営陣の近況
Recent updates
Seeking Alpha • Aug 11
VTEX Margin Gains Impress, But Weak Growth Keeps Me On Hold
Summary VTEX's topline growth has lagged expectations despite improving margins and disciplined capital allocation. Revenue growth is challenged by a weak Brazilian economy and soft demand in Argentina, but margin expansion and operating leverage are notable positives. Management is focused on global expansion, cross-selling B2B, Ads, and CX offerings, and investing in AI capabilities to drive future growth. Valuation is modest at 1.8x forward EV/Sales, but near-term revenue acceleration is uncertain given macro and competitive headwinds. I remain hopeful that revenue will accelerate, so I'll keep my Hold outlook for now. Read the full article on Seeking Alpha分析記事 • Aug 10
VTEX Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Last week, you might have seen that VTEX ( NYSE:VTEX ) released its second-quarter result to the market. The early...
ナラティブ更新 • Jun 22
VTEX: AI Commerce Suite And Buybacks Will Support Bullish Risk Reward
Analysts have raised their price target on VTEX to $10.10 from $10.00, citing updated expectations related to growth, profitability, and valuation multiples reflected in recent research. What’s in the News for VTEX VTEX completed a share repurchase tranche, buying back 3,529,746 shares, representing 2.04% of the company, for a total of US$13.71 million under the buyback announced on February 26, 2026.ナラティブ更新 • Jun 05
VTEX: Share Buybacks And AI Profit Focus Will Shape Balanced Risk Profile
Analysts have nudged their VTEX price target higher to $5, citing more supportive assumptions around fair value and profitability following recent upgrades and target increases from the Street. Analyst Commentary Recent research points to a more supportive stance on VTEX around the US$5 level, with price targets and ratings aligning around expectations for fair value and profitability.
ナラティブ更新 • 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.分析記事 • 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...
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...CEO
Geraldo do Carmo Thomaz (48 yo)
26.4yrs
在職期間
Mr. Geraldo do Carmo Thomaz, Jr., is Co-founder of VTEX and has been its Co-chairman since 2019. He serves as Co-Chief Executive Officer at VTEX since April 2000 and serves as Chief Technology Officer sinc...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-founder | 26.4yrs | データなし | 21.05% $ 122.5m | |
| Co-founder | 7.7yrs | データなし | 20.98% $ 122.1m | |
| Chief Financial Officer | 3.8yrs | データなし | 0.30% $ 1.7m | |
| Vice President of Investor Relations | 5.2yrs | データなし | データなし | |
| Chief Strategy Officer | 3.8yrs | データなし | 0.22% $ 1.3m | |
| Chief Revenue Officer | 4.3yrs | データなし | 0.12% $ 671.0k |
4.7yrs
平均在職期間
48yo
平均年齢
経験豊富な経営陣: VTEXの経営陣は 経験豊富 であると考えられます ( 4.7年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-founder | 7.7yrs | データなし | 21.05% $ 122.5m | |
| Co-founder | 7.7yrs | データなし | 20.98% $ 122.1m | |
| Independent Director | 5.3yrs | データなし | 0.00059% $ 3.4k | |
| Director | 7.7yrs | データなし | 0.0073% $ 42.2k | |
| Independent Director | 5.3yrs | データなし | 0.0073% $ 42.2k | |
| Independent Director | 3.2yrs | データなし | 0.0073% $ 42.2k | |
| Independent Director | 5.3yrs | データなし | 0% $ 0 |
5.3yrs
平均在職期間
54yo
平均年齢
経験豊富なボード: VTEXの 取締役会 は 経験豊富 であると考えられます ( 5.3年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/10 14:00 |
| 終値 | 2026/09/10 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
VTEX 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16
| アナリスト | 機関 |
|---|---|
| Lucca Brendim | BofA Global Research |
| Daniel Federle | Bradesco S.A. Corretora de Títulos e Valores Mobiliários |
| Carlos Palhares Sequeira | BTG Pactual |