VTEX posts Q3 revenue slightly ahead of expectations

Vtex

06/11/2025 21:29

Overview

VTEX Q3 revenue slightly beats analyst expectations, reaching $59.6 mln

Non-GAAP net income for Q3 rises 41% to $10.6 mln

Company repurchased 4.5 mln shares at an average price of $4.14

Outlook

VTEX targets Q4 2025 subscription revenue growth of 5% to 10% FX-neutral

Company expects full-year 2025 subscription revenue growth of 9.3% to 10.7% FX-neutral

VTEX anticipates Q4 non-GAAP income from operations margin in mid-twenties

Result Drivers

AI INTEGRATION - VTEX attributes margin expansion to AI-driven automation across its platform

AI-DRIVEN PLATFORM - VTEX emphasizes its AI-driven platform as a key factor in its operational efficiency and customer service improvements

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Slight Beat*
$59.60 mln
$59.59 mln (5 Analysts)
Q3 Adjusted Free Cash Flow
$7.50 mln
Q3 Adjusted Income from Operations
$9.50 mln
Q3 GMV
$5 bln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for VTEX is $7.25, about 37.4% above its November 5 closing price of $4.54

The stock recently traded at 28 times the next 12-month earnings vs. a P/E of 41 three months ago

Press Release: ID:nBw75VsxXa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)