Application Software

Vertex

MiniMax

Conference Minutes

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00100

GOOG

GOOGL

MSFT

VERX

Below is Dolphin Research's MiniMax FY25 earnings call Trans.Section 1 covers the detailed discussion.1.1 outlines management's core messages.1) Language model. For model iteration, M2/M2.1 were updated in 2025, and M2.5 was released in Feb 2026.Breakthroughs centered on coding, tool invocation, and office use cases.b) Key metrics. M2.5 set a new SWE-bench record in coding.Token efficiency improved 37% vs M2.1...

Jiangsu Azure Corporation

MINIMAX-W

Alphabet - C

Alphabet

Microsoft

MiniMax (Trans): Doubling down on coding, productivity, and multimodal use cases

Vertex released FY2026 Q1 earnings on May 7 Pre-Market (EST), actual revenue USD 196.65 M (forecast USD 194.82 M), actual EPS USD -0.02 (forecast USD -0.01)

Vertex to Release FY2026 Q1 Earnings on May 7 Pre-Market EST, Forecast Revenue USD 194.82 M, EPS USD -0.01

Jeffrey Westphal Acquires Shares of Vertex Inc.

Vertex released FY2025 Q4 earnings on February 11 Pre-Market (EST), actual revenue USD 0 (forecast USD 194.33 M), actual EPS USD 0 (forecast USD -0.0033)

Vertex released FY2025 Annual Earnings on February 11 Pre-Market EST: Actual Revenue USD 748.44 M (Forecast USD 748.12 M), Actual EPS USD 0.04 (Forecast USD 0.098)

Vertex to release FY2025 Q4 earnings on February 11 Pre-Market EST, forecast revenue USD 194.33 M, EPS USD -0.0033

Vertex released FY2025 Q3 earnings on November 3 Pre-Market EST, actual revenue USD 192.11 M (forecast USD 191.77 M), actual EPS USD 0.02 (forecast USD 0.02)

Vertex released FY2025 9 Months Earnings on November 3 Pre-Market EST, Actual Revenue USD 553.73 M, Actual EPS USD 0.0863

Vertex Reports Q3 2025 Earnings

Vertex to release FY2025 Q3 earnings on November 3, pre-market EST, with forecast revenue of USD 191.77 M and EPS of USD 0.02

Vertex Inc. Launches Tax Automation Solution

DA Davidson Maintains Vertex 'Strong Buy' Rating, Predicts EPS of $0.11 for Q3 2025

Vertex released FY2025 Q2 earnings on August 6 Pre-Market (EST), actual revenue USD 184.56 M (forecast USD 184.6 M), actual EPS USD -0.01 (forecast USD -0.0333)

Vertex released FY2025 Semi-Annual earnings on August 6 Pre-Market (EST), actual revenue USD 361.62 M, actual EPS USD 0.0662

Vertex Inc. Reports 14.6% Revenue Growth in Q2 2025

VERTEX Acquires ADAMS to Enhance Healthcare Project Management Capabilities

Vertex to Release FY2025 Q2 Earnings on August 6 Pre-Market EST, Forecast Revenue USD 184.6 M, EPS USD -0.0333

Janus Henderson Fund Outperforms Russell 2000 Growth Index in Q1 2025

Spire Wealth Management Significantly Decreases Holdings in Vertex

Vertex Trust Unloads Vertex Inc. Stocks on Behalf of Shareholder

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Just 12% of companies worldwide have successfully integrated tax technology, despite the increasing importance of real-time compliance in business operations.

Unusual Whales

New Vertex Research Highlights Rising Revenue Risk from IT, Tax, and Finance Misalignment

IDGT

DTCR

Vertex (NASDAQ:VERX) reported quarterly earnings of $0.17 EPS, exceeding expectations of $0.16 by $0.01. Revenue reached $196.65 million, surpassing estimates of $194.82 million, marking an 11.1% year-over-year increase. The company also announced a workforce reduction and cost-cutting measures expected to save $60–70 million annually. Analysts have mixed ratings on the stock, with a consensus rating of "Hold" and an average price target of $21.07. Insider buying activity was noted, with significant purchases by executives.

Market Beat

iShares US Digital Infrastructure and Real Estate ETF

Global X Data Center & Dgtl Infrs ETF

Piper Sandler Cos

Stifel Financial

Jefferies Financial

Bank of Montreal

STIFEL FINANCIAL CORP 6.125% DEP SHS REP 1/1000 NON CU PF SR C

Stifel Financial Pref Share SFB 5.2 10/15/47

STIFEL FINANCIAL CORP 6.25%NON CUM DEP SHS REP 1/1000TH SER B

STIFEL FINANCIAL CORP 4.50% DEP SHS REP 1/1000TH PREF SHS SR D

Vertex (NASDAQ:VERX) Posts Earnings Results, Beats Expectations By $0.01 EPS

Earnings Watch

Vertex | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 196.65 M

In a report released today, from Stephens maintained a Buy rating on Vertex, with a price target of $22.00.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks In addition to Stephens, Vertex also received a Buy from Needham’s Joshua Reilly in a report issued yesterday. However, on April 24, BMO Capital maintained a Hold rating on Vertex (NASDAQ: VERX).

Tip Ranks

Vertex (VERX) Gets a Buy from Stephens

Needham analyst Joshua Reilly has reiterated a Buy rating on Vertex, maintaining a price target of $20. The positive outlook is attributed to Vertex's new "Value Creation Plan," which includes a focus on AI and a 9% reduction in headcount to enhance efficiency. Reilly projects that these changes will increase annual free cash flow from $70 million to approximately $90 million, despite one-time restructuring costs in FY26. He expects margins to improve and the stock to respond favorably under new CEO Chris Young.

Analyst Reiterates Buy on Vertex as Cost-Cutting, AI Focus Boost FCF Outlook; Price Target Maintained at $20

QTWO

FLYW

Vertex, Inc. and two other stocks are identified as potentially undervalued in the current U.S. market, which has risen 3.6% over the past week and 39% over the past year. Vertex trades at $12.79, with an estimated fair value of $24.16, indicating a 47.1% discount. Flywire Corporation and Q2 Holdings also show significant discounts to their estimated fair values. All three companies are expected to experience substantial earnings growth, outpacing the broader market's growth rate of 16%.

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Wesbanco Pref Shares 7.375 WSBC Perp 10/01/30

LIVE OAK BANCSHARES INC DEP SHS RP 1/40 INT NONCUM PERP PFD SR A

Vertex And Two More Stocks Possibly Priced Below Their Estimated Worth

Whittier Trust Co. of Nevada Inc. significantly reduced its stake in Vertex, Inc. by 93.8%, selling 129,335 shares and retaining only 8,578 shares. The company's stock is currently valued at $170,000. Other institutional investors, including Vanguard and Massachusetts Financial Services, have also increased their holdings in Vertex. The stock opened at $12.35, with a market cap of $1.98 billion. Analysts have adjusted their target prices for Vertex, with a consensus rating of "Hold" and an average target price of $23.07.

Whittier Trust Co. of Nevada Inc. Sells 129,335 Shares of Vertex, Inc. $VERX

VRTX

Vertex ramps up gold output and underground upgrades at Reward mine

Vertex Pharma

Vertex ramps up gold output and underground upgrades at Reward mine

Vertex(VERX.US)

New Vertex Research Highlights Rising Revenue Risk from IT, Tax, and Finance Misalignment

Vertex (NASDAQ:VERX) Posts Earnings Results, Beats Expectations By $0.01 EPS

Vertex | 8-K: FY2026 Q1 Revenue Beats Estimate at USD 196.65 M

Vertex (VERX) Gets a Buy from Stephens

Analyst Reiterates Buy on Vertex as Cost-Cutting, AI Focus Boost FCF Outlook; Price Target Maintained at $20

Vertex And Two More Stocks Possibly Priced Below Their Estimated Worth

Whittier Trust Co. of Nevada Inc. Sells 129,335 Shares of Vertex, Inc. $VERX

Vertex ramps up gold output and underground upgrades at Reward mine