VTEX Share Price Performance
US$4.03
-0.88 (-17.92%)
32.8% undervalued intrinsic discount
US$6.00
Fair Value
Price US$4.03
AnalystConsensusTarget US$6.00
AnalystLowTarget US$4.00
AnalystHighTarget US$10.44
Fair ValueUS$6.00
Share Pricen/a
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 18 Fair Values set on narratives written by author
VTEX Community Narratives
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Fair Value US$6 32.8% undervalued intrinsic discount
Business Momentum Will Accelerate As International Headwinds Ease And Markets Stabilize
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Fair Value US$4 0.8% overvalued intrinsic discount
Global E-Commerce Headwinds Will Derail Expansion Yet Spark Recovery
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Fair Value US$10.44 61.4% undervalued intrinsic discount
Growing Mobile Internet And Composable Commerce Will Expand Global Markets
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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
163
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8users have followed this narrative
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US$6
32.8% undervalued intrinsic discount
Fair Value
Revenue
9.57% p.a.
Profit Margin
14.95%
Future PE
24.14x
Price in 2029
US$7.72
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
22
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US$10.44
61.4% undervalued intrinsic discount
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
34
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US$4
0.8% overvalued intrinsic discount
Fair Value
Revenue
9.37% p.a.
Profit Margin
13.43%
Future PE
20.51x
Price in 2029
US$5.13
Trending Discussion
Recently Updated Narratives
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VTEX: Share Repurchases And Execution Progress Will Support Future Free Cash Flow
Fair Value: US$6 32.8% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
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VTEX: Cost Discipline And Buybacks Will Reframe Long Term Equity Story
Fair Value: US$10.44 61.4% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
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VTEX: Weaker Growth Visibility Will Create Long Term Upside Opportunity
Fair Value: US$4 0.8% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
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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.
