VTEX Inc. (VTEX)
NYSE NYSE Primary 
VTEX (VTEX) Q4 Earnings Meet Estimates
VTEX (VTEX) came out with quarterly earnings of $0.05 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.03 per share a year ago.
VTEX: Despite Macro Challenges, A Great Price For FCF Growth
VTEX (VTEX), a Brazilian e-commerce platform, offers compelling value after a 40% share price decline and remains a Buy amid macro headwinds. VTEX combines blue-chip customers, international expansion, disciplined opex, and positive FCF margins, despite recent deceleration in revenue and GMV growth. Q3 results showed 6% y/y revenue growth and 13% y/y GMV growth, with guidance trimmed to 9.3–10.7% FX-neutral growth for the year.
VTEX (VTEX) Q3 2025 Earnings Call Transcript
VTEX ( VTEX ) Q3 2025 Earnings Call November 6, 2025 4:30 PM EST Company Participants Julia Fernandez - Vice President of Investor Relations Geraldo do Carmo Thomaz - Co-founder, Co-CEO, Co-Chairman & Chief Technology Officer Ricardo Sodre - Chief Financial Officer Mariano Gomide de Faria - Co-founder, Co-CEO & Co-Chairman Conference Call Participants Marcelo Santos - JPMorgan Chase & Co, Research Division Maria Infantozzi - Itaú Corretora de Valores S.A., Research Division Vitor Tomita - Goldman Sachs Group, Inc., Research Division Cesar Davanco - Santander Investment Securities Inc., Research Division Lucca Brendim - BofA Securities, Research Division Madison Schrage - KeyBanc Capital Markets Inc., Research Division Gustavo Farias - UBS Investment Bank, Research Division Presentation Julia Fernandez Vice President of Investor Relations Hello, everyone, and welcome to VTEX's Earnings Conference Call for the Third Quarter of 2025.
VTEX (VTEX) Meets Q3 Earnings Estimates
VTEX (VTEX) came out with quarterly earnings of $0.03 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.02 per share a year ago.
VTEX: More Conviction In Growth Acceleration Ahead
VTEX demonstrates strengthened growth prospects with rapid international expansion, especially in the U.S. and Europe, and robust new B2B and retail media initiatives. International traction is now a key growth catalyst, with major wins like KitchenAid and Road Runner Sports validating VTEX's platform in large, competitive markets. Profitability is inflecting higher, with margin expansion driven by AI automation, disciplined cost control, and strong unit economics in mature customer cohorts.
VTEX: Great FCF Multiples And Latin America Growth Exposure
VTEX, a Brazil-based e-commerce platform, offers global growth potential and attractive valuation, making it a compelling rebound play amid market highs. VTEX's strong customer base, local expertise in Latin America, and high subscription revenue provide competitive advantages and margin expansion opportunities despite FX and geopolitical risks. Recent efficiency measures and a maturing customer base have driven operating margin improvements, with FY25 guidance targeting $233–$239 million in revenue and high-teens FCF margin.
VTEX (VTEX) Q2 2025 Earnings Call Transcript
VTEX (NYSE:VTEX ) Q2 2025 Earnings Conference Call August 7, 2025 4:30 PM ET Company Participants Geraldo do Carmo Thomaz - Co-founder, Co-CEO, Co-Chairman & Chief Technology Officer Julia Vater Fernandez - Vice President of Investor Relations Ricardo Camatta Sodre - Chief Financial Officer Conference Call Participants Lucca R. Brendim - BofA Securities, Research Division Marcelo Peev dos Santos - JPMorgan Chase & Co, Research Division Maria Clara Infantozzi - Itaú Corretora de Valores S.A.
VTEX: Attractive Valuation For A Profitable Start
VTEX is well-positioned for high future growth, driven by enterprise B2B expansion and global client wins, supporting a price target of $7.08. The company's unified commerce platform, strong presence in Latin America, and growing international footprint provide a competitive edge and predictable revenue streams. Valuation reflects optimism: recent profitability, healthy balance sheet, and projected 12-16% revenue growth support a buy recommendation with over 10% upside.
Sector-wide risk assessment needed to identify retail cyber threats, says VTEX CEO
Mariano Gomide, CEO of VTEX, discusses the issues that global retailers face.
VTEX (VTEX) Q1 2025 Earnings Call Transcript
VTEX (NYSE:VTEX ) Q1 2025 Results Conference Call May 6, 2025 4:30 PM ET Company Participants Julia Fernandez - VP of Investor Relations Geraldo Thomaz Jr. - Founder, Co-Chief Executive Officer Ricardo Sodre - Chief Financial Officer Mariano Gomide - Founder, Co-Chief Executive Officer Conference Call Participants Marcelo Santos - JPMorgan Lucca Brendim - Bank of America Leonardo Olmos - UBS Maria Infantozzi - Itau Operator Hello, everyone, and welcome to VTEX's Earnings Conference Call for the First Quarter of 2025. I'm Julia Vater Fernandez, VP of Investor Relations.
VTEX: Long-Term Growth Runway With Strong Moat
I rate VTEX a buy due to its strong position in the growing LATAM e-commerce market, competitive advantages, and potential for retail media monetization. VTEX's platform offers comprehensive solutions for enterprise brands, integrating front-end shopping and back-end logistics, enhancing client stickiness and flexibility. VTEX's network effects and expanding ecosystem increase its platform's value, attracting more brands and users, and further driving growth and competitive advantage.
VTEX (VTEX) Q4 2024 Earnings Call Transcript
VTEX (VTEX) Q4 2024 Earnings Call Transcript
