Vertex (NASDAQ:VERX) Price Target Cut to $25.00 by Analysts at Citizens Jmp

Vertex (NASDAQ:VERX) had its price target cut by stock analysts at Citizens Jmp from $37.00 to $25.00 in a report released on Thursday,Benzinga reports. The brokerage currently has a “market outperform” rating on the stock. Citizens Jmp’s target price would suggest a potential upside of 103.25% from the company’s previous close.

Several other brokerages have also recently issued reports on VERX. Weiss Ratings restated a “sell (d)” rating on shares of Vertex in a research note on Wednesday, January 21st. Stifel Nicolaus set a $16.00 price target on shares of Vertex in a research note on Wednesday. UBS Group set a $25.00 price objective on shares of Vertex in a research note on Thursday. DA Davidson decreased their price target on Vertex from $29.00 to $23.00 and set a “neutral” rating for the company in a research note on Tuesday, November 4th. Finally, Piper Sandler cut their price objective on Vertex from $20.00 to $14.00 and set a “neutral” rating for the company in a report on Thursday. Ten research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $25.56.

Vertex Price Performance

Shares of VERX stock traded down $0.53 during trading hours on Thursday, hitting $12.30. The company’s stock had a trading volume of 649,762 shares, compared to its average volume of 2,202,659. The company has a current ratio of 1.01, a quick ratio of 1.01 and a debt-to-equity ratio of 1.27. The business has a fifty day moving average of $19.03 and a 200-day moving average of $22.51. Vertex has a twelve month low of $12.24 and a twelve month high of $50.79. The stock has a market cap of $1.96 billion, a price-to-earnings ratio of -35.40, a P/E/G ratio of 2.28 and a beta of 0.59.

Vertex (NASDAQ:VERX) last announced its earnings results on Wednesday, February 11th. The company reported $0.17 EPS for the quarter, meeting analysts’ consensus estimates of $0.17. The firm had revenue of $194.71 million for the quarter, compared to analysts’ expectations of $194.33 million. Vertex had a positive return on equity of 26.84% and a negative net margin of 7.32%.Vertex’s quarterly revenue was up 9.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.15 EPS. As a group, equities research analysts anticipate that Vertex will post 0.38 EPS for the current year.

Vertex announced that its Board of Directors has initiated a stock repurchase plan on Monday, November 3rd that permits the company to buyback $150.00 million in outstanding shares. This buyback authorization permits the company to repurchase up to 4.1% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s leadership believes its shares are undervalued.

Institutional Investors Weigh In On Vertex

Hedge funds have recently bought and sold shares of the business. Global Retirement Partners LLC purchased a new position in Vertex during the fourth quarter valued at approximately $32,000. Empowered Funds LLC acquired a new position in shares of Vertex during the 4th quarter worth $45,000. Raymond James Financial Inc. bought a new position in shares of Vertex during the 2nd quarter valued at $54,000. Blue Trust Inc. lifted its stake in shares of Vertex by 44.4% in the 2nd quarter. Blue Trust Inc. now owns 1,664 shares of the company’s stock valued at $59,000 after purchasing an additional 512 shares during the last quarter. Finally, Advisors Asset Management Inc. boosted its holdings in Vertex by 25.7% in the first quarter. Advisors Asset Management Inc. now owns 1,933 shares of the company’s stock worth $68,000 after purchasing an additional 395 shares in the last quarter. 70.32% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Vertex

Here are the key news stories impacting Vertex this week:

• Positive Sentiment: Q4 / FY2025 results showed steady growth and margin improvement — Q4 revenue $194.7M (+9.1% YoY), ARR $671.0M (+11.3%), cloud revenue +23% (cloud = growth driver), non‑GAAP EPS $0.17 and adjusted EBITDA margin ~21.8%. Management highlighted e‑invoicing and AI product traction. Vertex Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: 2026 guidance is above consensus: full‑year revenue $823.5M–$831.5M (consensus ~ $795M) and guidance for 25% cloud growth — gives visible revenue runway into FY26. Vertex Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Capital return and confidence signal — company repurchased ~ $10M of stock in Q4 under a $150M authorization. Vertex Announces Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Earnings largely in line with expectations — GAAP net loss narrowed significantly (Q4 net loss $7.0M vs. $67.8M year‑ago); non‑GAAP measures look stronger, but GAAP metrics still show residual issues. Vertex Inc (VERX) Q4 2025 Earnings Call Highlights
• Neutral Sentiment: Management emphasized AI product rollouts (Smart Categorization) and regulatory tailwinds (e‑invoicing in Europe) — strategic upside but execution and adoption timelines are uncertain. Vertex Announces Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Analysts cut price targets on release day — Piper Sandler lowered its PT to $14 (neutral) and Needham trimmed its PT to $20 (still a buy). Those downgrades and lower targets compress near‑term upside and can trigger selling pressure. Analyst Price Target Moves (Benzinga)
• Negative Sentiment: Customer retention and cash flow showed soft spots — net revenue retention fell to 105% (from 109%), GRR to 94%, and full‑year free cash flow fell to $47.6M (vs. $77.7M prior year), which reduces near‑term operating flexibility. Vertex Announces Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Market concern around AI disruption and competitive risk persists (some investors view tax automation as vulnerable), which, combined with analyst PT cuts, likely amplified selling despite solid operating trends. (See contrarian takes that argue concerns are overstated.) Seeking Alpha: Buy At Ultracheap Multiples

Vertex Company Profile

Vertex Energy, Inc (NASDAQ: VERX) is a specialty refiner and marketer of transportation fuels and petrochemical feedstocks in the United States. The company collects and processes a variety of waste petroleum products, including used motor oil and industrial lubricants, which it converts into ultra-low-sulfur diesel, asphalt, and other refined products. By leveraging proprietary re-refining technologies and strategic feedstock sourcing, Vertex Energy aims to deliver cost-effective, lower-carbon fuel solutions to wholesale and retail customers across the country.

Headquartered in Houston, Texas, Vertex operates a network of refining and blending facilities in key regions, including the Central, Northeast and Mid-Atlantic markets.