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VTEX Overview

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$
0.000
0.000(0.000%)
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0.000(0.000%)Aft-market
ET
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0.000
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ET
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Intellectia

Loading chart...

High
4.060
Open
3.980
VWAP
4.00
Vol
1.82M
Mkt Cap
700.76M
Low
3.890
Amount
7.29M
EV/EBITDA(TTM)
23.40
Total Shares
173.03M
EV
500.07M
EV/OCF(TTM)
14.99
P/S(TTM)
3.08
VTEX provides a software-as-a-service (SaaS) digital commerce platform for enterprise brands and retailers. The Company’s platform enables its customers to execute their commerce strategy, including building online stores, integrating and managing orders across channels, and creating marketplaces to sell products from third-party vendors. The platform is also designed to be the operating system for the commerce ecosystem, enabling enterprise brands and retailers to orchestrate their network of consumers, business partners, suppliers, and fulfillment providers in one place with a complete Commerce, Marketplace, and OMS solution. The Company offers solutions, which are focused on the omnichannel experience for retailers, such as the VTEX Sales App, VTEX Pick and Pack, VTEX Personal Shopper, and the Extensions Hub, among others. It has over 3,400 active online stores across 43 countries. The Company's subsidiaries include VTEX Argentina S.A., VTEX Day Eventos LTDA and others.
Show More

Events Timeline

(ET)
2026-02-26
16:30:00
VTEX Expects Revenue Growth in Q1 2026
select
2026-02-26
16:20:00
VTEX Q4 Revenue at $68.0M, Slightly Below Consensus
select
2025-11-06 (ET)
2025-11-06
16:20:07
Vtex projects a 9.3%-10.7% increase in subscription revenue for FY25.
select
2025-11-06
16:19:19
Vtex announces Q3 EPS of 3 cents, matching two forecasts of 3 cents
select

News

Yahoo Finance
9.5
03-08Yahoo Finance
PinnedVtex Reports Record 79.6% Gross Margin and $66.7M Subscription Revenue
  • Strong Financial Performance: Vtex achieved a record gross margin of 79.6% and a non-GAAP operating margin of 23.8% in Q4 2025, demonstrating robust profitability in the digital commerce platform sector despite cyclical macro pressures in Brazil and Argentina.
  • Stable Revenue Growth: The company reported $66.7 million in subscription revenue for the quarter, indicating the sustainability of its business model and strong market demand, particularly against the backdrop of a 22% growth in global markets outside Latin America.
  • Strategic Restructuring for Efficiency: Vtex implemented a reorganization of its sales and marketing teams, reducing headcount by approximately 100 positions and centralizing global operations to enhance agility and leverage AI technology, thereby laying the groundwork for future growth.
  • Expanding Customer Base: Vtex now has 158 high-value clients generating over $250,000 in annual recurring revenue, highlighting its competitiveness and appeal in the premium market, with a continued focus on developing high-value customer relationships.
seekingalpha
9.5
02-27seekingalpha
VTEX Q4 2025 Earnings Call Insights
  • Revenue Growth Challenges: VTEX reported Q4 2025 subscription revenue of $66.7 million, a 12.2% year-over-year increase, but growth fell short of long-term ambitions due to macroeconomic challenges in Brazil and Argentina, highlighting market pressures.
  • Strategic Execution Focus: Management emphasized four growth levers: global expansion, B2B, retail media, and AI, with global markets achieving 22% subscription revenue growth in 2025, demonstrating efforts to diversify revenue streams.
  • Margin Improvement: Despite elongated sales cycles, VTEX's subscription gross margin increased from 78.8% to 81.8%, primarily driven by AI efficiencies, indicating ongoing improvements in cost control and profitability.
  • Share Repurchase Plan: The company announced a $50 million share repurchase program aimed at enhancing shareholder value, while management expressed confidence in future profitability, projecting mid- to high single-digit subscription revenue growth for 2026.
NASDAQ.COM
2.0
02-27NASDAQ.COM
VTEX (VTEX) Q4 2025 Earnings Call Transcript
Newsfilter
8.5
02-26Newsfilter
VTEX Files Annual Report for 2025
  • Annual Report Submission: VTEX filed its Form 20-F annual report for the year ended December 31, 2025, with the SEC on February 26, 2026, ensuring compliance and transparency as the report is accessible on both the company's website and the SEC database.
  • Shareholder Rights Assurance: The company offers Class A common shareholders free hard copies of the complete audited financial statements, demonstrating its commitment to shareholder rights and enhancing investor confidence through transparency.
  • Platform Advantages: As the backbone for connected commerce, VTEX provides efficient and low-maintenance IT investment solutions, enabling global clients to remain competitive in the modern consumer landscape while supporting 2,200 B2C and B2B customers.
  • Global Business Coverage: By the end of FY 2025, VTEX supports 3,100 active online stores across 44 countries, showcasing its strong market influence and business expansion capabilities, further solidifying its leadership position in the industry.
Yahoo Finance
9.5
02-26Yahoo Finance
VTEX Reports Strong Q4 2025 Results with Record Profitability
  • GMV and Revenue Growth: In Q4 2025, VTEX achieved a GMV of $6.3 billion, representing a year-over-year increase of 17.2% and a 10.0% growth on a foreign exchange neutral basis, showcasing the company's robust performance in global markets and solidifying its market position.
  • Subscription Revenue Increase: The subscription revenue for Q4 reached $66.7 million, accounting for 98.1% of total revenue, with a year-over-year growth of 12.2% and a 5.4% increase on a foreign exchange neutral basis, indicating the company's business model continues to attract high-value customers.
  • Significant Profitability Improvement: VTEX reported a non-GAAP income from operations of $16.2 million in Q4, up 31.8% year-over-year, with an operating margin of 23.8%, reflecting the company's success in cost control and efficiency enhancements.
  • Global Market Expansion: In 2025, subscription revenue from global markets grew by 21.6%, demonstrating strong growth in the US and European markets, further validating the effectiveness of its global expansion strategy.
Businesswire
7.5
2025-12-02Businesswire
VTEX Achieves $1 Billion GMV During Black Friday-Cyber Monday with 10.2% Order Growth
  • Significant Sales Growth: VTEX achieved a GMV of $1 billion during the Black Friday-Cyber Monday week, reflecting an 8.1% increase in USD compared to 2024, showcasing the company's robust sales momentum in a competitive market environment.
  • Strong Sector Performance: Among the 43 countries where VTEX operates, the Apparel & Accessories, Beauty & Health, and Home, Furniture & Decoration verticals achieved GMV growth of 24.2%, 23.5%, and 19.7% respectively, indicating sustained consumer demand in these sectors.
  • Robust Infrastructure Capacity: During the Black Friday-Cyber Monday week, VTEX's infrastructure processed 273 billion edge requests, peaking at 53 million requests per minute, ensuring security and reliability for customers during peak periods and reinforcing its leadership in e-commerce infrastructure.
  • Ongoing Strategic Investments: VTEX continues to invest in global expansion, product capability enhancements, and high-impact initiatives like B2B and AI, aiming to drive the future of enterprise commerce and maintain a competitive edge in a rapidly changing market landscape.
Wall Street analysts forecast VTEX stock price to rise
4 Analyst Rating
Wall Street analysts forecast VTEX stock price to rise
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
4.49
Averages
4.75
High
5.00
Current: 0.000
sliders
Low
4.49
Averages
4.75
High
5.00
JPMorgan
Neutral
downgrade
$6 -> $5
AI Analysis
2025-11-10
Reason
JPMorgan
Price Target
$6 -> $5
AI Analysis
2025-11-10
downgrade
Neutral
Reason
JPMorgan lowered the firm's price target on Vtex to $5 from $6 and keeps a Neutral rating on the shares. The firm updated the company's model post the Q3 report. It cites a deterioration in Vtex's short-term outlook, mostly in Argentina, for the target cut.
Goldman Sachs
initiated
$5.30
2025-10-15
Reason
Goldman Sachs
Price Target
$5.30
2025-10-15
initiated
Reason
Goldman Sachs initiated coverage of Vtex with a Buy rating and $5.30 price target. The stock is down 28% year-to-date following below-consensus guidance updates, but while this reduces visibility on fundamentals, risk-reward on Vtex shares skews positive, the analyst tells investors in a research note. Goldman adds that the cost-cutting initiatives have supported margins in past years, and the firm believes that the continued focus on this front can drive further progress in free cash flow, further noting that the valuation on the stock is reasonable if its free cash flow forecasts are met.
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Valuation Metrics

The current forward P/E ratio for VTEX (VTEX.N) is 28.54, compared to its 5-year average forward P/E of 19.87. For a more detailed relative valuation and DCF analysis to assess VTEX's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
19.87
Current PE
28.54
Overvalued PE
103.63
Undervalued PE
-63.90

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-25.23
Current EV/EBITDA
15.87
Overvalued EV/EBITDA
181.75
Undervalued EV/EBITDA
-232.21

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PS
6.89
Current PS
2.46
Overvalued PS
13.87
Undervalued PS
-0.08

Financials

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Whales Holding VTEX

L
LarrainVial Asset Management Administradora General de Fondos SA
Holding
VTEX
+7.46%
3M Return

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Frequently Asked Questions

What is VTEX (VTEX) stock price today?

The current price of VTEX is 4.05 USD — it has increased 1.25

What is VTEX (VTEX)'s business?

VTEX provides a software-as-a-service (SaaS) digital commerce platform for enterprise brands and retailers. The Company’s platform enables its customers to execute their commerce strategy, including building online stores, integrating and managing orders across channels, and creating marketplaces to sell products from third-party vendors. The platform is also designed to be the operating system for the commerce ecosystem, enabling enterprise brands and retailers to orchestrate their network of consumers, business partners, suppliers, and fulfillment providers in one place with a complete Commerce, Marketplace, and OMS solution. The Company offers solutions, which are focused on the omnichannel experience for retailers, such as the VTEX Sales App, VTEX Pick and Pack, VTEX Personal Shopper, and the Extensions Hub, among others. It has over 3,400 active online stores across 43 countries. The Company's subsidiaries include VTEX Argentina S.A., VTEX Day Eventos LTDA and others.

What is the price predicton of VTEX Stock?

Wall Street analysts forecast VTEX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VTEX is4.75 USD with a low forecast of 4.49 USD and a high forecast of 5.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is VTEX (VTEX)'s revenue for the last quarter?

VTEX revenue for the last quarter amounts to 67.95M USD, increased 10.45

What is VTEX (VTEX)'s earnings per share (EPS) for the last quarter?

VTEX. EPS for the last quarter amounts to 0.05 USD, increased 66.67

How many employees does VTEX (VTEX). have?

VTEX (VTEX) has 1139 emplpoyees as of March 10 2026.

What is VTEX (VTEX) market cap?

Today VTEX has the market capitalization of 700.76M USD.