VTEX · VTEX — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on VTEX. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About VTEX · VTEX
VTEX, together with its subsidiaries, provides software-as-a-service digital commerce platform for enterprise brands and retailers. It provides VTEX platform that enables customers to execute commerce strategy, including building online stores, and integrating and managing orders across channels, as well as creating marketplaces to sell products from third-party vendors. The company also offers customer support services; and optional services, such as project management, solutions architecting, and implementation consulting services. It serves its products to home appliances, apparel and accessories, beauty and health, electronics, grocery, department stores, and toys and hobbies, as well as home, furniture, and decoration markets. The company has operations in Brazil, Argentina, Chile, Colombia, France, Italy, Mexico, Peru, Portugal, Romania, Spain, the United Kingdom, the United States, and internationally. VTEX was founded in 2000 and is headquartered in Grand Cayman, Cayman Islands.
Live Quote
SELL (score -9) · 12-1 mom -43.6% · RSI 42 · below_both · -48.2% from high
Targets blend Wall Street consensus (10 analysts: low $4.10 / mean $6.01 / high $12.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Despite triggering on the smart-money filter (5 Form 4s in 14 days), all recent filings are RSU vestings/conversions (code C) and one Director option exercise, not open-market purchases. No executive bought shares with fresh capital during this window — these are equity compensation events converting to common stock as scheduled. The company is a Brazilian-centric SaaS commerce platform that has lost 41% YTD, recently missed Q1 earnings by -33%, and trades near its 52-week low ($3.87 vs $6.82 high). Forward P/E of ~14x looks modest but the revenue growth rate (12%) is decelerating amid macro headwinds in Brazil/Argentina. Analyst consensus remains split with targets from $5 to $12. The AI Vision 2026 product launch and Q2 earnings on Aug 6, 2026 are upcoming catalysts — but no clear mispricing edge given the deteriorating fundamental trajectory.