VERX Earnings

VERX reported its earnings on 2026-02-11, showcasing a revenue of 194.71M against an estimate of 194.17M, resulting in a 0.28% surprise. The EPS was 0.17, surpassing the expected 0.16 by 6.25%. The stock experienced a -13.78% price change on the earnings day and a -17.07% change over the next five days, reflecting market reactions to the results.

Following VERX's earnings announcement on 2026-02-11, the stock price moved by -13.78% on the day of the release. Over the subsequent five days, it saw a -17.07% change. Historically, VERX's stock price tends to shift by an average of 13.16% in the 10 days leading up to earnings and 0.08% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate VERX's annual revenue to reach 195.41M, while the EPS is projected at 0.17. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between VERX's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, VERX's stock price typically moves by 13.16% in the 10 days before its earnings and 0.08% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.17 and revenue of 195.41M.

The earnings call summary and Q&A session highlight several positive aspects: strong cloud revenue growth, AI-driven product development, and a significant share repurchase program. Despite concerns about ARR growth deceleration and customer attrition, management's confidence in guidance, upcoming e-invoicing mandates, and AI integration suggest future growth potential. The company's proactive approach to challenges and focus on innovation support a positive sentiment. However, the lack of clear action plans for some issues tempers the outlook slightly, resulting in a 'Positive' rating.