Vertex to Present at Upcoming Conferences
Rhea-AI Summary
Vertex (NASDAQ: VERX) announced executive participation in two investor conferences the week of March 3–4, 2026. Chris Young, President and CEO, and John Schwab, CFO, will appear in fireside chats at the Citizens JMP Technology Conference and the Morgan Stanley TMT Conference.
Live webcasts and replays will be available on the company investor relations site at ir.vertex.com.
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Key Figures
Market Reality Check
Peers on Argus
VERX gained 10.83%, outpacing several software peers that were up in the low-to-mid single digits (e.g., INTA +3.4%, NCNO +4.72%). Momentum scanner data show mixed moves, with KC up 7.62% and ASAN down 3.13%, supporting a stock-specific move rather than a broad sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 11 | Earnings results | Positive | -13.8% | Reported 2025 revenue and cloud growth with new 2026 guidance. |
| Feb 03 | Tax data report | Neutral | -15.1% | Released 2025 U.S. sales tax rate and rules change report. |
| Jan 12 | Earnings date set | Neutral | -0.9% | Announced timing and access details for Q4 2025 results call. |
| Jan 06 | Workplace award | Positive | +1.4% | Recognition in 2026 Best Places to Work lists. |
| Dec 05 | AI partnership | Positive | +1.2% | Announced AI-driven sales tax compliance expansion with CPA.com. |
Recent history shows several instances where seemingly positive or neutral announcements were followed by negative price reactions, especially around earnings and data releases.
Over the past few months, Vertex has reported multiple milestones. On Feb 11, 2026, it posted full-year 2025 revenue of $748.4M (+12.2% YoY), ARR of $671.0M (+11.3% YoY), and cloud revenue of $352.9M (+27.9% YoY), yet shares fell 13.78%. A tax report on Feb 3, 2026 and an earnings date announcement on Jan 12, 2026 also saw negative reactions. More qualitative news, like Best Places to Work recognition and an AI-driven partnership, produced modest gains. Today’s conference-participation news fits this pattern of non-fundamental updates influencing sentiment alongside earlier financial disclosures.
Market Pulse Summary
This announcement highlights Vertex leadership’s participation in upcoming investor conferences, offering further visibility into its tax technology business. While the news does not introduce new financial metrics, it follows recent disclosures of 2025 revenue and cloud growth, as well as detailed risk factors in the latest annual report. Investors may watch how management’s conference messaging relates to prior guidance, recent insider activity, and the stock’s position below the 200-day moving average of 25.83.
AI-generated analysis. Not financial advice.
KING OF PRUSSIA, Pa., Feb. 27, 2026 (GLOBE NEWSWIRE) -- Vertex, Inc. (NASDAQ: VERX), a global provider of tax technology solutions, today announced that Chris Young, President and Chief Executive Officer, and John Schwab, Chief Financial Officer, will participate in a fireside chat at two upcoming conferences.
A fireside chat at the Citizens JMP Technology Conference is scheduled for Tuesday, March 3, 2026 at 2:30 PM Pacific Time.
A fireside chat at the Morgan Stanley TMT Conference is scheduled for Wednesday, March 4, 2026 at 7:45 AM Pacific Time.
Live webcasts and replays of both presentations will be available on Vertex’s investor relations website at ir.vertex.com.
About Vertex
Vertex, Inc. is a leading global provider of indirect tax solutions. The Company’s mission is to deliver the most trusted tax technology enabling global businesses to transact, comply and grow with confidence. Vertex provides solutions that can be tailored to specific industries for major lines of indirect tax, including sales and consumer use, value added and payroll. Headquartered in North America, and with offices in South America and Europe, Vertex empowers the world’s leading brands to simplify the complexity of continuous compliance.
For more information, visit www.vertexinc.com or follow us on X and LinkedIn.
Investor Relations contact:
Joe Crivelli
Vertex, Inc.
investors@vertexinc.com
FAQ
When will Vertex (VERX) present at the Citizens JMP Technology Conference in 2026?
What time is Vertex's (VERX) Morgan Stanley TMT Conference fireside chat on March 4, 2026?
Who from Vertex (VERX) will speak at the March 2026 conference events?
How can investors watch Vertex (VERX) conference presentations on March 3–4, 2026?
Will Vertex (VERX) provide replays of the March 2026 conference fireside chats?
