VTEX Share Price Performance
US$3.92
-0.72 (-15.52%)
45.1% undervalued intrinsic discount
US$7.14
Fair Value
Price US$3.92
AnalystConsensusTarget US$7.14
CheerfulPanda US$4.78
AnalystLowTarget US$4.00
Fair ValueUS$7.14
Share Pricen/a
- 4 Narratives written by author
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- 18 Fair Values set on narratives written by author
VTEX Community Narratives
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Fair Value US$7.14 45.1% undervalued intrinsic discount
Business Momentum Will Accelerate As International Headwinds Ease And Markets Stabilize
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Fair Value US$4.78 18.0% undervalued intrinsic discount
VTEX - A hidden Latin American growth opportunity?
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AN
Fair Value US$4 2.0% undervalued intrinsic discount
Global E-Commerce Headwinds Will Derail Expansion Yet Spark Recovery
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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.Read more
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CH
US$4.78
18.0% undervalued intrinsic discount
CheerfulPanda's Fair Value
Revenue
11% p.a.
Profit Margin
8%
Future PE
30x
Price in 2031
US$7.3
Growing Mobile Internet And Composable Commerce Will Expand Global Markets
Key Takeaways Rapid adoption by flagship customers and innovative AI-driven products are accelerating VTEX's revenue growth, margins, and operational efficiency well beyond analyst expectations. Expanding global partnerships and advanced automation bolster international deployment, reduce costs, and strengthen customer retention, positioning VTEX for significant market share gains.Read more
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AN
US$10.44
62.5% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
10.3% p.a.
Profit Margin
17.26%
Future PE
35.7x
Price in 2029
US$13.45
Global E-Commerce Headwinds Will Derail Expansion Yet Spark Recovery
Key Takeaways Regional economic volatility and slower-than-expected new customer adoption are constraining the pace of VTEX's international growth and revenue acceleration. Heavy reliance on large enterprise clients and macroeconomic headwinds could pressure margins and limit the speed of innovation investment.Read more
32
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AN
US$4
2.0% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
9.37% p.a.
Profit Margin
13.43%
Future PE
20.51x
Price in 2029
US$5.13
Business Momentum Will Accelerate As International Headwinds Ease And Markets Stabilize
Key Takeaways Expansion in developed markets and broader offerings are reducing regional risk while fueling more diversified, sustainable subscription revenue growth. Enhanced automation, high-margin B2B services, and strong enterprise adoption are improving profitability and boosting long-term client retention.Read more
144
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US$7.14
45.1% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
11.18% p.a.
Profit Margin
14.8%
Future PE
31.42x
Price in 2028
US$9.23
Trending Discussion
Recently Updated Narratives
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VTEX - A hidden Latin American growth opportunity?
Fair Value: US$4.78 18.0% undervalued intrinsic discount
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AN
VTEX: Cost Discipline And Buybacks Will Reframe Long Term Equity Story
Fair Value: US$10.44 62.5% undervalued intrinsic discount
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VTEX: Weaker Growth Visibility Will Create Long Term Upside Opportunity
Fair Value: US$4 2.0% undervalued intrinsic discount
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Snowflake Analysis
VTEX Key Details
About VTEX
- Founded
- 2000
- Employees
- 1139
- CEO
- WebsiteView website
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.
