Vtex outlines mid- to high single-digit subscription revenue growth for 2026 while accelerating AI-driven transformation [Seeking Alpha]
VTEX Class A Common Shares (VTEX)
Company Research
Source: Seeking Alpha
Co-CEO Geraldo do Carmo Thomaz acknowledged that "our recent growth has been below our long-term ambition," attributing this mainly to macro challenges in Brazil and Argentina, a more promotional marketplace environment, and longer enterprise decision Fresh Stock Ideas, Every Day Explore diverse investing perspectives with daily analysis from experts across the market. Subscribe to Stock Ideas Sign Up Quick Insights VTEX is mitigating macroeconomic risks with a sales and marketing reorganization, increased R&D for AI products, and a disciplined execution focus, aiming to offset consumer softness and maintain growth. AI contributed to a 3 percentage point gain in subscription gross margin and is central to product differentiation and operational efficiency for VTEX. The $50 million share repurchase program demonstrates management's focus on long-term value creation, capital discipline, and flexibility despite macro headwinds. More Trending News
Show less
Read more
Impact Snapshot
Event Time:
VTEX
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
VTEX alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
VTEX alerts
High impacting VTEX Class A Common Shares news events
Weekly update
A roundup of the hottest topics
VTEX
News
- VTEX (VTEX) Q4 2025 Earnings Call Transcript [Yahoo! Finance]Yahoo! Finance
- VTEX (VTEX) Q4 2025 Earnings Call Transcript [Seeking Alpha]Seeking Alpha
- VTEX (VTEX) Q4 Earnings Meet Estimates [Yahoo! Finance]Yahoo! Finance
- VTEX's 2025 Annual Report on Form 20-F Available on Our Website [Yahoo! Finance]Yahoo! Finance
- VTEX’s 2025 Annual Report on Form 20-F Available on Our WebsiteBusiness Wire
VTEX
Earnings
- 2/26/26 - Beat
VTEX
Sec Filings
- 2/27/26 - Form S-8
- 2/26/26 - Form 20-F
- 2/26/26 - Form 6-K
- VTEX's page on the SEC website