VTEX Inc. (VTEX)
NYSE NYSE Primary 
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
VTEX (VTEX) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for VTEX (VTEX) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
VTEX (VTEX) Q4 Earnings and Revenues Lag Estimates
VTEX (VTEX) came out with quarterly earnings of $0.03 per share, missing the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.02 per share a year ago.
VTEX (VTEX) Upgraded to Strong Buy: Here's Why
VTEX (VTEX) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Wall Street Analysts Think VTEX (VTEX) Could Surge 46.69%: Read This Before Placing a Bet
The average of price targets set by Wall Street analysts indicates a potential upside of 46.7% in VTEX (VTEX). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
VTEX (VTEX) Upgraded to Buy: Here's What You Should Know
VTEX (VTEX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
