VTEX Stock Price, News & Analysis

VTEX (NYSE: VTEX) was named a Challenger in the 2025 Gartner® Magic Quadrant for Digital Commerce on November 6, 2025, recognizing its Ability to Execute and Completeness of Vision.

VTEX also ranked in Gartner’s Critical Capabilities for ‘AI-Enabled Commerce Use Cases’ and ‘Composable Commerce’, was the sole vendor named Customer's Choice for a second consecutive year, and marked its ninth consecutive year of recognition in Gartner digital commerce research.

VTEX (NYSE: VTEX) will announce its third quarter 2025 financial results for the period ended September 30, 2025 on November 6, 2025 at 4:30 PM ET.

The results will be released via a conference call and live audio webcast. Investors can join by dialing +1-800-715-9871 (Conference ID 7842741) or by accessing the live audio webcast in the investor relations section at https://www.investors.vtex.com/. An archived webcast replay will be available after the call.

VTEX (NYSE: VTEX) research finds 73% of U.S. consumers plan to shop at discount retailers this holiday season, led by strong intent from Millennials (53% very likely) and heavy social influence among Gen Z (52% influenced by TikTok/Instagram).

Key behaviors: discount stores are top choices for stocking stuffers (61%), holiday décor and party supplies (59% each), and 26% already shopped online at discounters while 53% would if online prices matched in-store. More than half (53%) expect to spend ≤ $500 this season.

VTEX (NYSE: VTEX) announced that 22-time Grand Slam champion and entrepreneur Rafael Nadal will headline VTEX Connect Europe on November 11, 2025 at Pavilhão Carlos Lopes in Lisbon, held alongside Web Summit 2025.

The evening event (17:00–23:00 CEST) will convene thousands from retail, manufacturing, and technology to discuss enterprise digital commerce and AI. Highlights include Nadal in conversation about his entrepreneurial approach, an AI-native vision reveal by RedCloud, appearances from Manchester City FC and other global brands, and sessions on AI-driven multi-channel commerce. Registration and full agenda are available at vtexconnect.vtex.com/live-lisbon.

VTEX (NYSE: VTEX), a leading commerce platform provider, unveiled significant platform enhancements at VTEX Vision 2025. The company introduced three key innovations: advanced B2B enterprise capabilities, enhanced omnichannel solutions, and new agentic AI features.

The B2B expansion includes personalized catalogs, advanced buyer organization management, and native punchout integrations. The omnichannel improvements feature AI-powered semantic search, distributed inventory management, and cross-channel fulfillment options. The platform's new AI workforce introduces three specialized agents: a Customer Service Agent (achieving 92% ticket resolution without human input), a Visual Editor Agent, and a Data Insights Agent.

VTEX (NYSE: VTEX) reported strong Q2 2025 financial results, with subscription revenue reaching US$57.2 million, up 11.2% FX neutral YoY. The company achieved non-GAAP income from operations of US$8.5 million with a 14.4% margin, representing a 3.3 percentage point increase YoY.

Key highlights include GMV of US$4.8 billion (13.6% growth FX neutral), non-GAAP subscription gross profit of US$45.7 million with a 79.9% margin, and free cash flow of US$7.1 million. The company completed its share repurchase program, buying 0.8 million shares at US$4.82 per share, and authorized a new US$40 million repurchase program.

VTEX welcomed notable new customers including KitchenAid and Road Runner Sports in the US, demonstrating global expansion. The company raised its 2025 guidance, targeting 9-12% FX neutral subscription revenue growth and high-teens margins for non-GAAP income from operations.

VTEX (NYSE: VTEX), a composable commerce platform provider, released a national survey revealing that 71% of U.S. consumers shop for groceries online, with 50% making purchases at least monthly. The study highlights consumer preferences for direct grocer channels (52%) over third-party apps (27%) and strong interest in digital loyalty programs.

Key findings show that 69% of consumers shop online for groceries occasionally, with 30% conducting up to a quarter of their grocery shopping online. However, challenges remain, with 54% citing service fees as a major deterrent and 65% expressing interest in personalized experiences. The survey, conducted by Dynata in July 2025, sampled 1,000 U.S. adults to evaluate online grocery shopping behaviors.

VTEX (NYSE: VTEX), a connected commerce platform company, has scheduled its Q2 2025 financial results announcement for August 7th, 2025 at 4:30 pm Eastern Time. The company will host a conference call accessible via phone at +1-800-715-9871 (Conference ID: 9262891).

Investors can also join through a live audio webcast available on the company's investor relations website. A replay of the webcast will be made available after the call.

VTEX (NYSE: VTEX) has achieved unprecedented success in the 2025 Paradigm B2B Combine Reports, securing medals in all 24 categories across Enterprise and Midmarket editions. The company earned 16 Gold medals, marking a 33% increase year-over-year, including rare Gold medals for Total Cost of Ownership in both segments.

In the Enterprise Edition, VTEX secured Gold medals in 8 of 12 categories, excelling in areas such as Ability to Execute, Customer Service, TCO, and Marketplace capabilities. Notable customer successes include Stanley Black & Decker's implementation of bulk ordering solutions, bisco industries' 4 million-SKU marketplace launch, and Whirlpool's successful multi-brand deployment.