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California-based Tensile Capital Management increased its position in Vertex by 160,559 shares in the third quarter. Despite the increase in shares, the position value fell by about $34.4 million from quarter to quarter.
KING OF PRUSSIA, Pa., Dec. 05, 2025 (GLOBE NEWSWIRE) -- Vertex Inc. (NASDAQ:VERX) (“Vertex” or the “Company”), a leading global provider of indirect tax solutions, and CPA.com, the trusted partner in accounting and finance transformation, today announced an expansion of their partnership to include an AI-driven solution in collaboration with Kintsugi. The application helps accounting firms of a...
Nebius Group N.V. (NBIS), Talen Energy Corp (TLN), and Tutor Perini Corporation (TPC) were among the top contributors to performance. Wingstop, Inc. (WING), Portillo's, Inc. (PTLO), and Vertex, Inc. (VERX) were among the top detractors from performance. Portillo's is a fast-casual restaurant chain best known for Chicago-style hot dogs and Italian beef sandwiches, operating company-owned locatio...
As the market grows increasingly top-heavy, the risks for fundamentally weaker and average-strength companies are increasing. The number of stocks losing momentum over the past year has mounted as mega-cap tech and AI-driven names rocketed higher. While there are Strong Buys to be had outside of the mega-cap tech stocks, the downside risk is mounting for the weaker ones.
Nebius will supply dedicated GPU infrastructure to power Microsoft's AI services, marking Nebius's first long-term contract with a major cloud service provider. Astera Labs shares contributed positively during the quarter after the company reported better-than-expected fiscal second-quarter results. Q2 Holdings experienced a valuation reset amid mixed sell-side signals and elevated headline val...
Vertex, Inc. ( VERX ) Q3 2025 Earnings Call November 3, 2025 8:30 AM EST Company Participants Joseph Crivelli - Vice President of Investor Relations David DeStefano - CEO, President & Chairman of the Board John Schwab - Chief Financial Officer Conference Call Participants Joshua Reilly - Needham & Company, LLC, Research Division Christopher Quintero - Morgan Stanley, Research Division Alexander...
Vertex, Inc. shares have plunged over 60% YTD, but valuation is now compelling after a post-earnings dip. VERX offers steady low-teens growth, expanding margins, and a sticky tax compliance software product with strong net revenue retention. Despite a slight revenue outlook cut, adjusted EBITDA guidance was raised, and a $150 million buyback program was launched, signaling management confidence.
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