DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Software
Author Program NEWCreate Narrative
VTEX logo

VTEX Stock Price

NYSE:VTEX Community·US$603.5m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 20 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

VTEX Share Price Performance

US$3.64
-0.89 (-19.65%)
​
US$6.01
Fair Value
US$3.64
-0.89 (-19.65%)
39.4% undervalued intrinsic discount
US$6.01
Fair Value
Price US$3.64
AnalystConsensusTarget US$6.01
AnalystLowTarget US$4.10
AnalystHighTarget US$10.36
Thu, 21 May 26
Fair ValueUS$6.01
Share Pricen/a

VTEX Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$6.01 39.4% undervalued intrinsic discount

Business Momentum Will Accelerate As International Headwinds Ease And Markets Stabilize

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$4.1 11.2% undervalued intrinsic discount

Global E-Commerce Headwinds Will Derail Expansion Yet Spark Recovery

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$10.36 64.9% undervalued intrinsic discount

Growing Mobile Internet And Composable Commerce Will Expand Global Markets

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
VTEX logo
VTEX
11.2% undervalued intrinsic discount

Global E-Commerce Headwinds Will Derail Expansion Yet Spark Recovery

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 22 Jun
Read Narrative
VTEX logo
VTEX
39.4% undervalued intrinsic discount

Business Momentum Will Accelerate As International Headwinds Ease And Markets Stabilize

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 21 May
Read Narrative
VTEX logo
VTEX
64.9% undervalued intrinsic discount

Growing Mobile Internet And Composable Commerce Will Expand Global Markets

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 29 Apr
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
VTEX logo

VTEX: AI Commerce Suite And Buybacks Will Support Bullish Risk Reward

Fair Value: US$4.1 11.2% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
VTEX logo

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

Fair Value: US$6.01 39.4% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
VTEX logo

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

Fair Value: US$10.36 64.9% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with solid track record.

1 Risk
4 Rewards
View Full Analysis

VTEX Key Details

US$252.6m

Revenue

US$52.4m

Cost of Revenue

US$200.2m

Gross Profit

US$170.0m

Other Expenses

US$30.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.18
79.26%
11.98%
0%
View Full Analysis

About VTEX

Founded
2000
Employees
1139
CEO
Geraldo do Carmo Thomaz
WebsiteView website
vtex.com

VTEX, together with its subsidiaries, provides software-as-a-service digital commerce platform for enterprise brands and retailers. It provides VTEX platform that enables customers to execute commerce strategy, including building online stores, and integrating and managing orders across channels, as well as creating marketplaces to sell products from third-party vendors. The company also offers customer support services; and optional services, such as project management, solutions architecting, and implementation consulting services. It serves its products to home appliances, apparel and accessories, beauty and health, electronics, grocery, department stores, and toys and hobbies, as well as home, furniture, and decoration markets. The company has operations in Brazil, Argentina, Chile, Colombia, France, Italy, Mexico, Peru, Portugal, Romania, Spain, the United Kingdom, the United States, and internationally. VTEX was founded in 2000 and is headquartered in Grand Cayman, Cayman Islands.

Recent VTEX News & 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
Analysis Article • 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...

Recent updates

No updates

VTEX Competitors

ASAN logo

Asana

Symbol: NYSE:ASAN
Market cap: US$2.3b
RAMP logo

LiveRamp Holdings

Symbol: NYSE:RAMP
Market cap: US$2.3b
VIA logo

Via Transportation

Symbol: NYSE:VIA
Market cap: US$2.3b
NCNO logo

nCino

Symbol: NasdaqGS:NCNO
Market cap: US$2.3b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide