Stock Ratings / Technology / VERX / options

KC (45) NCNO (58) BLKB (51) ASAN (41) ⌘ Pro Terminal →

Vertex Inc. (Class A) (VERX) Options Positioning, Max Pain & Unusual Sweeps

$14.86 +0.34% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $14.84

Vertex Inc. (Class A) (VERX) carries a Roarable Rating of D+ (Sell) with 53/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record: Scores of 53/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.9% avg 90D alpha vs SPY) →

ROARABLE D+ • SELL / AVOID Cap $2.41B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $14.84 (-0.13%)🧬 Cannibal Buyback (-1.52% YoY Shares)⚙️ Cash Engine: 8/20 (D-) • 22.1% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 53/100 (D+) historically posted market-perform odds over rolling 90-day windows (-0.9% avg 90D alpha vs SPY • 50.6% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D · Rk C-

Each axis scored 0–20

12M PRICE TARGET CONE-2.2% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for VERX)Realized 20D OHLCV Swing Band: ±9%

Deterministic 5-Pillar Attribution (53/100 Composite)

🔍 WHY VERX SCORES 53/100 (D+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+14/20 pts (26% of score)

Altman Z-Score 1.96 (WATCH ZONE (1.8–3.0)) • Piotroski F-Score 7/9

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+13/20 pts (25% of score)

SEC Form 4 / 13F Thermometer: 65% Net Buy • Cannibal Buyback (-1.52% YoY Shares)

▼ #1 Drag / Risk Factor: Whale & Options Positioning8/20 pts (-12 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-12 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade D$12.95+3.2% Next Q

Q2 (-2Q)

Grade D$13.37+15.1% Next Q

Q3 (-1Q)

Grade C-$15.39-3.4% Next Q

Current

Grade D+$14.86-0.9% Hist 90D α

Trajectory: D (45) → D+ (53)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a VERX Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While VERX currently carries a cautious 53/100 (D+) rating due to Whale & Options Positioning (8/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Technology with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($13.15) and Max Pain ($15.60) forces dealer call-delta covering toward $24.10.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-1.52% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $VERX• $4.8M Crowd Pool • Kalshi / Polymarket Composite

Contract: “VERX Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”

YES 53%NO 47%Trade / Inspect Odds →

CALL VS. PUT WHALE SHARE

— (No Active Options Snapshot)

Put/Call Ratio: — (No Active Options Snapshot)

MAX-PAIN EXPIRATION MAGNET

— (No Active Options Snapshot)

No active options chain max-pain snapshot on file

HISTORICAL 20D VOLATILITY SWING

±9%

Derived from 20D OHLCV bars (No Active Options Snapshot)

Active Strike Call vs. Put Concentration Ladder (VERX)

— (No Active Options Snapshot) — No unusual CBOE strike concentration anomalies recorded in the current database snapshot for VERX.

Sponsored / Partner SpotlightACTIVE TRADER & PROP EVALUATION DESK

Practice in Our Weekly $100,000 Paper Arena Before Risking Personal Capital

Keep your personal nest egg in cash while trading NQ, ES, Crude, and Gold momentum using institutional prop-desk buying power.

FTC Disclosure: Roarable may receive partner referral compensation at no cost to you. Partner relationships never influence RQD scores.

🏆 Enter Free $100K Paper Arena →

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring VERX)

✓Walkthrough of VERX's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

VERX // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +20.13%📐 HORIZONTAL RANGE

2026-10-30O $14.92H $15.40L $14.86C $14.86VOL 1.43M

RES: $15.68SUP: $10.74SMA50: $13.15SMA200: $13.29

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

VERX Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 VERX Butterfly Map → + Track VERX →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.0%/yr Implied 5Y Growth

vs. +12.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on VERX today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for VERX. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for VERX today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (VERX)

Technology Rank #353 of 714 ⚔️ KC vs VERX Full Matrix →

1. Head-to-Head Technology Peer Comparison (VERX vs. KC, NCNO, BLKB, ASAN)

Industry: Computer Software: Prepackaged Software (222 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Vertex Inc. (Class A) (VERX) ranks #353 by composite RQD confidence (53/100, grade D+) and #275 by equity capitalization ($2.41B). Within this direct 5-issuer industry benchmark cohort, BLKB leads on earnings valuation at 20.6x trailing P/E, while BLKB leads on capital efficiency and profitability with 13.3% ROIC and 58.8% gross margin. NCNO currently holds the highest overall quantitative score in the immediate peer group at 58/100 (D+) compared with VERX at 53/100 (D+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
VERX ACTIVE Vertex Inc. (Class A)	D+	53/100	—	64.3%	0.7%	+0.34%	$2.41B	Benchmark Subject
KC Kingsoft Cloud Holdings Limited	D	45/100	—	15.7%	-9.7%	-5.56%	$2.44B	/kc-vs-verx →
NCNO nCino Inc.	D+	58/100	—	60.6%	0.2%	-0.97%	$2.37B	/ncno-vs-verx →
BLKB Blackbaud Inc.	D	51/100	20.6x	58.8%	13.3%	+0.38%	$2.37B	/blkb-vs-verx →
ASAN Asana Inc. (Class A)	D-	41/100	—	89.0%	-35.0%	-4.17%	$2.58B	/asan-vs-verx →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001806837

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Vertex Inc. (Class A) (VERX) reported GAAP revenue of $748.4M (+12.2% vs. FY2024 revenue of $666.8M , and +30.8% cumulative change since FY2023) , GAAP net income of $7.2M, operating cash flow of $165.5M, and free cash flow of $165.5M (+0.4% YoY). On the balance sheet, VERX closed FY2025 with $1.27B in total assets against $337.5M in total debt (Altman Z-Score: 1.96, Piotroski F-Score: 7/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$748.4M	$7.2M	$165.5M	$165.5M	$1.27B	$337.5M
FY2024 (FY)	2024-12-31	$666.8M	-$52.7M	$164.8M	$164.8M	$1.17B	$335.2M
FY2023 (FY)	2023-12-31	$572.4M	-$13.1M	$74.3M	$74.3M	—	—

3. VERX Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is VERX stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Vertex Inc. (Class A) (NASDAQ: VERX) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 53/100 at a spot price of $14.86 (+0.34% 1D, market cap $2.41B). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 13/20. Across 714 tracked Technology issuers, VERX ranks #353 in composite RQD confidence.

How does VERX compare to KC and NCNO in the Technology sector?

Within the Technology sector (Computer Software: Prepackaged Software), VERX carries a Roarable D+ (53/100 RQD), trailing P/E of N/A, gross margin of 64.3%, and ROIC of 0.7%. By comparison, KC (Kingsoft Cloud Holdings Limited) holds a D grade (45/100 RQD, P/E N/A, ROIC -9.7%, cap $2.44B) and NCNO (nCino Inc.) posts a D+ grade (58/100 RQD, P/E N/A, ROIC 0.2%, cap $2.37B). Among the 5-stock peer group, BLKB leads on earnings multiple (20.6x) while BLKB leads on capital efficiency (13.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for VERX?

Per VERX's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001806837), Vertex Inc. (Class A) generated $748.4M in revenue (+12.2% YoY), $7.2M in net income, and $165.5M in free cash flow against $1.27B in total assets and $337.5M in total debt. Key quantitative strengths: Established market leader in Technology with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is VERX trading relative to its 50-day, 200-day, and 52-week technical levels?

VERX last traded at $14.86 (+0.34% on volume of 975,483 shares), positioning the stock +13.00% above its 50-day simple moving average ($13.15) and +11.81% above its 200-day simple moving average ($13.29). Across its 52-week range of $10.21 to $22.95, VERX sits at the 36.5% percentile with a 14-day RSI of 70.2 (OVERBOUGHT (>70)) and an implied next-earnings move of ±9.0% ($13.52 to $16.20).