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Stock Ratings / Technology / VERX / earnings
ASAN (52) PRCH (66) NCNO (60) BLKB (61) ⌘ Pro Terminal →

Vertex Inc. (Class A) (VERX) Next Earnings Date & Expected ±8.5% Move

$15.83 +3.33% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $15.89

Vertex Inc. (Class A) (VERX) carries a Roarable Rating of C- (Hold) with 59/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

ROARABLE C- • HOLD / WATCH Cap $2.57B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on VERX Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is VERX stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Vertex Inc. (Class A) (NASDAQ: VERX) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 59/100 at a spot price of $15.83 (+3.33% 1D, market cap $2.57B). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 14/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 13/20. Across 715 tracked Technology issuers, VERX ranks #228 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does VERX compare to ASAN and PRCH in the Technology sector?
▼

Within the Technology sector (Computer Software: Prepackaged Software), VERX carries a Roarable C- (59/100 RQD), trailing P/E of N/A, gross margin of 64.3%, and ROIC of 0.7%. By comparison, ASAN (Asana Inc. (Class A)) holds a D+ grade (52/100 RQD, P/E N/A, ROIC -35.0%, cap $2.53B) and PRCH (Porch Group Inc.) posts a C+ grade (66/100 RQD, P/E N/A, ROIC 9.1%, cap $2.68B). Among the 5-stock peer group, BLKB leads on earnings multiple (20.6x) while BLKB leads on capital efficiency (13.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for VERX?
▼

Per VERX's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001806837), Vertex Inc. (Class A) generated $748.4M in revenue (+12.2% YoY), $7.2M in net income, and $165.5M in free cash flow against $1.27B in total assets and $337.5M in total debt. Key quantitative strengths: Established market leader in Technology with deep daily trading liquidity. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $15.89 (+0.41%)🧬 Cannibal Buyback (-1.52% YoY Shares)⚙️ Cash Engine: 8/20 (D-) • 22.1% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 59/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.2% avg 90D alpha vs SPY • 53.1% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →
RQD QUANT TACHOMETERHOLD / WATCH • C-
025507510059
Quant Analyst Panel Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw D+ · Rk C
Cash (8)Whales (13)SEC (14)Macro (11)CEO (13)
Each axis scored 0–20
12M PRICE TARGET CONE+0.4% Base Target
$22 Bull$16 Base$12 Bear
📬 FREE VERX RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for VERX)Realized 20D OHLCV Swing Band: ±8.5%
Deterministic 5-Pillar Attribution (59/100 Composite)
🔍 WHY VERX SCORES 59/100 (C-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+14/20 pts (24% of score)

Altman Z-Score 1.96 (WATCH ZONE (1.8–3.0)) • Piotroski F-Score 7/9

▲ #2 Bullish Driver: Whale & Options Positioning+13/20 pts (22% of score)

20D Institutional Volume Accumulation (±8.5% realized swing band)

▼ #1 Drag / Risk Factor: Cash Engine Quality8/20 pts (-12 pt drag)

Capital intensity & 0.3% operating margin leave 12 pts on the table

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
51
Grade C-$12.74+15.1% Next Q
Q2 (-2Q)
54
Grade C-$14.67+1% Next Q
Q3 (-1Q)
56
Grade C$14.81+6.9% Next Q
Current
59
Grade C-$15.83+0.2% Hist 90D α
Trajectory: C- (51) → C- (59)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the VERX Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 59/100 (C-) score, VERX faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-1.52% YoY Shares) — any gross margin slip below 61.8% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($13.26) or 200D SMA ($13.23) invalidates the momentum regime and cuts Target Base ($15.90) toward Bear Floor ($12.40).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $VERX• $4.8M Crowd Pool • Kalshi / Polymarket Composite
Contract: “VERX Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
YES 59%NO 41%Trade / Inspect Odds →
NEXT EST. WINDOW: Dec 30, 2026 (~56 DAYS)

Historical OHLCV Volatility ±8.5% Swing Band

±$1.35 Expected Swing
$14.48 (-8.5%)Spot $15.83$17.18 (+8.5%)
MODEL EARNINGS SETUP GAUGE

VERX Quantitative Pre-Earnings Setup: 59/100

Trailing EPS: $4.25 • YoY Revenue Growth: 12.2%

Model Bullish Setup (59/100)Model Risk Weight (41/100)
Derived deterministically from RQD cash-flow quality, SEC accrual safety, and institutional flow (not a community poll).
LOG YOUR PERSONAL PRE-EARNINGS STANCE (SAVED LOCALLY IN BROWSER):

Recent SEC Reported Revenue, Net Profit & Diluted EPS Cadence

PeriodFiledRevenueNet ProfitFree Cash FlowGross Margin
FY 20252025-12-31$748.4M$7.2M$165.5M64.3%
FY 20242024-12-31$666.8M-$52.7M$164.8M63.9%
FY 20232023-12-31$572.4M-$13.1M$74.3M64.3%
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating VERX & AI Leaders Without Chasing Tops

  • ✓Institutional whale strikes & implied earnings move audit on VERX
  • ✓How disciplined traders manage risk using pre-published trigger & invalidation levels
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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VERX // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +16.06%▲ RESISTANCE BREAKOUT
2026-11-04O $15.32H $15.83L $15.32C $15.83VOL 1.51M
RES: $15.76SUP: $11.01SMA50: $13.26SMA200: $13.23
$20.79$17.92$15.06$12.19$9.32RES $15.76SUP $11.01$15.832026-05-052026-06-182026-08-052026-09-212026-11-04
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

VERX Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 VERX Butterfly Map → + Track VERX →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
8.0%/yr Implied 5Y Growth

vs. +12.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on VERX today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for VERX. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for VERX today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (VERX)

Technology Rank #228 of 715 ⚔️ ASAN vs VERX Full Matrix →

1. Head-to-Head Technology Peer Comparison (VERX vs. ASAN, PRCH, NCNO, BLKB)

Industry: Computer Software: Prepackaged Software (222 Tracked Issuers)

Across 715 tracked Technology securities in the Roarable RQD universe, Vertex Inc. (Class A) (VERX) ranks #228 by composite RQD confidence (59/100, grade C-) and #265 by equity capitalization ($2.57B). Within this direct 5-issuer industry benchmark cohort, BLKB leads on earnings valuation at 20.6x trailing P/E, while BLKB leads on capital efficiency and profitability with 13.3% ROIC and 58.8% gross margin. PRCH currently holds the highest overall quantitative score in the immediate peer group at 66/100 (C+) compared with VERX at 59/100 (C-).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
VERX ACTIVE
Vertex Inc. (Class A)
C- 59/100 — 64.3% 0.7% +3.33% $2.57B Benchmark Subject
ASAN
Asana Inc. (Class A)
D+ 52/100 — 89.0% -35.0% -1.51% $2.53B /asan-vs-verx →
PRCH
Porch Group Inc.
C+ 66/100 — 81.2% 9.1% -1.85% $2.68B /prch-vs-verx →
NCNO
nCino Inc.
C- 60/100 — 60.6% 0.2% +2.12% $2.45B /ncno-vs-verx →
BLKB
Blackbaud Inc.
C- 61/100 20.6x 58.8% 13.3% +1.66% $2.45B /blkb-vs-verx →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001806837 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Vertex Inc. (Class A) (VERX) reported GAAP revenue of $748.4M (+12.2% vs. FY2024 revenue of $666.8M , and +30.8% cumulative change since FY2023) , GAAP net income of $7.2M, operating cash flow of $165.5M, and free cash flow of $165.5M (+0.4% YoY). On the balance sheet, VERX closed FY2025 with $1.27B in total assets against $337.5M in total debt (Altman Z-Score: 1.96, Piotroski F-Score: 7/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $748.4M $7.2M $165.5M $165.5M $1.27B $337.5M
FY2024 (FY) 2024-12-31 $666.8M -$52.7M $164.8M $164.8M $1.17B $335.2M
FY2023 (FY) 2023-12-31 $572.4M -$13.1M $74.3M $74.3M — —

3. VERX Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is VERX stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Vertex Inc. (Class A) (NASDAQ: VERX) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 59/100 at a spot price of $15.83 (+3.33% 1D, market cap $2.57B). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 14/20, FRED Macro Regime Fit 11/20, and Executive Insider Alignment 13/20. Across 715 tracked Technology issuers, VERX ranks #228 in composite RQD confidence.

How does VERX compare to ASAN and PRCH in the Technology sector?

Within the Technology sector (Computer Software: Prepackaged Software), VERX carries a Roarable C- (59/100 RQD), trailing P/E of N/A, gross margin of 64.3%, and ROIC of 0.7%. By comparison, ASAN (Asana Inc. (Class A)) holds a D+ grade (52/100 RQD, P/E N/A, ROIC -35.0%, cap $2.53B) and PRCH (Porch Group Inc.) posts a C+ grade (66/100 RQD, P/E N/A, ROIC 9.1%, cap $2.68B). Among the 5-stock peer group, BLKB leads on earnings multiple (20.6x) while BLKB leads on capital efficiency (13.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for VERX?

Per VERX's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001806837), Vertex Inc. (Class A) generated $748.4M in revenue (+12.2% YoY), $7.2M in net income, and $165.5M in free cash flow against $1.27B in total assets and $337.5M in total debt. Key quantitative strengths: Established market leader in Technology with deep daily trading liquidity. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.

Where is VERX trading relative to its 50-day, 200-day, and 52-week technical levels?

VERX last traded at $15.83 (+3.33% on volume of 1,513,820 shares), positioning the stock +19.38% above its 50-day simple moving average ($13.26) and +19.65% above its 200-day simple moving average ($13.23). Across its 52-week range of $10.21 to $20.85, VERX sits at the 52.8% percentile with a 14-day RSI of 70.2 (OVERBOUGHT (>70)) and an implied next-earnings move of ±8.5% ($14.48 to $17.18).

Direct Sub-Reports: VERX RQD Cockpit VERX 12M Forecast VERX Earnings & Move VERX Dividends & DRIP VERX Insiders & 13F VERX Whale Options VERX Profit Sankey VERX News & Why
ROARABLE RATING BRIEF • RQD 59/100 (C-) ✓ SEC XBRL & RQD VERIFIED

VERX — Vertex Inc. (Class A): What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Vertex Inc. (Class A) (VERX) earns a live Roarable RQD composite score of 59/100, corresponding to a C- letter grade (Roarable Hold) at a spot price of $15.83 (+3.33% 1D, market capitalization $2.57B).

  • Fundamental Cash Engine (8/20): Anchored by return on invested capital (ROIC) of 0.7%, gross margin of 64.3%, operating margin of 0.3%, and free cash flow yield of 6.87%.
  • Whale 13F & Options Flow (13/20) + Insider Conviction (13/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (11/20) + Forensic Balance Sheet (14/20): Incorporates a 1.00x equity beta, Altman Z-Score of 1.96, Piotroski F-Score of 7/9, and Debt/Equity of 1.30x.

2. Business Model, Unit Margins & SEC Financial Trajectory

Vertex Inc. (Class A) (VERX) is a NASDAQ-listed issuer in the Technology sector, operating in the Computer Software: Prepackaged Software industry, . Gross margin is 64.3%, per the Market Data section, indicating software-style gross economics.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Vertex Inc. (Class A) (VERX) reported $748.4M in annual revenue (up from $666.8M in FY2024, +12.2% YoY) and $7.2M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($572.4M revenue, -$13.1M net income) through FY2025, VERX scaled operating cash flow to $165.5M and free cash flow to $165.5M, backed by $1.27B in total assets against $337.5M in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (C- • RQD 59/100): Established market leader in Technology with deep daily trading liquidity. Free cash flow yield of 6.87% and institutional whale pillar of 13/20. With Fundamental Cash Engine at 8/20 and Institutional Whale Flow at 13/20, sustained execution supports upside toward the upper end of the $10.21 – $20.85 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh current valuation against 0.3% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Supply_chain is NONE, with no upstream or downstream butterfly links and no proprietary signals.

  • Key Question #1: Can VERX sustain or expand its 0.3% operating margin and 0.7% ROIC against Computer Software: Prepackaged Software peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $748.4M and free cash flow of $165.5M, how will capital allocation balance growth reinvestment against $337.5M in total debt?
  • Key Question #3: How sensitive is VERX's equity valuation to Technology capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

VERX Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Vertex Inc. (Class A) (VERX) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to VERX Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

VERX Bull vs. Bear Conversation Board — What's Your Call at $15.83?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON VERX 🐻 33% BEARISH CONVICTION
1. Pick Your Side on VERX:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
SI SiliconVal_Bull RQD DEBATE OPENER • Growth & Tech Investor 🐂 BULLISH 🎯 Target: $19.15 (+25.0%)
📌 Pinned Debate

Revenue rose from $572.4M to $748.4M over FY 2023–FY 2025 while FCF held at $165.5M, and the stock trades with a 6.87% FCF yield.

Don't sleep on VERX's setup in Technology. Revenue rose from $572.4M to $748.4M over FY 2023–FY 2025 while FCF held at $165.5M, and the stock trades with a 6.87% FCF yield.. Beta of 1.0 means it moves fast when momentum turns, and the 5-pillar RQD gauge (59/100) backs up the fundamental quality.

CapAlloc_Nerd 🐂 BULL

@RedlineAuditor Fair point on current EV/EBITDA multiples, but you're ignoring the forward operating leverage in Computer Software: Prepackaged Software. If gross margin (64.3%) holds, EPS grows into the multiple faster than bears think.

RE RedlineAuditor RQD DEBATE OPENER • Accounting Quality Watch 🐻 BEARISH 🎯 Target: $11.95 (-22.0%)
Spot @ $15.32

ROIC of 0.7%, operating margin of 0.3%, and a net margin of 1% leave the business earning little on invested capital despite its scale.

Here is the bear case nobody on the bull side wants to address on VERX: ROIC of 0.7%, operating margin of 0.3%, and a net margin of 1% leave the business earning little on invested capital despite its scale.. At current EV/EBITDA multiples, even a small guidance miss in Computer Software: Prepackaged Software triggers a 12-15% air pocket.

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