VTEX

NYSE· Services-Prepackaged Software· Inc. E9· CIK 0001793663 Software & IT

$3.99 −0.18 (−4.32%)

Oct 26 4:00 PM ET · prev $4.17

Market cap

$721.4M

Small cap

Consensus

Buy

67% Buy or better · 15 analysts

Median target

$4.75

+19% · range $4.00–12.00

Next earnings

Nov 5

in 10 days

1 year

−10.9%

from $4.48 · Oct 27

30 days

+11.5%

from $3.58

52-week range

$2.87–4.54

−12% from high · low Feb 23

Avg volume 20D

787.0K

Oct 13 spike 2.53M

Short interest

1.66M

≈1.0% of shares · −17.1%

Days to cover

2.5

at average volume

Insider net

−$1.0M

0 buyers · 4 sellers · since Aug 10

New fund stakes

Q2 2026 13F · 0 exits

SecBot read MIXED 6 reports · 90 days

Balance 1 bearish · 0 bullish · 5 neutral oldest → newest, height = score

Avg score

·High conf. 5/6 ·Next Earnings date, Nov 5, 2026

Strongest NEUTRAL VTEX announced the appointment of Leandro Balbinot to its Board of Directors, effective November 1, 2026…

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

R Aug 6 VTEX reported Q2 2026 financial results with total revenue of $64.4M…
S Aug 10 to Aug 24 4 days of insider sells: $947.7K by 4 insiders, avg $3.58
A Aug 25 Itau BBA downgrades
X Aug 31 Short interest falls 36.4% to 1.82M
S Sep 16 1 insider sell $11.0K at $3.68
S Oct 12 to Oct 19 3 days of insider sells: $90.4K by 3 insiders, avg $4.07

Signal stack

Where each data set points today.

InsidersBEARISH

4 insiders sold $1.0M.
InstitutionsBULLISH

Q2 2026: 21 added (1 new), 12 trimmed or exited. Largest new: Arrowstreet Capital, Limited Partnership $10.9M.
AnalystsBULLISH

10 of 15 rate it Buy or better. Every target is above the price.
Short sellersCOVERING

Short interest −17.1% to 1.66M shares. 2.5 days to cover, ≈1.0% of shares.
TrendUPTREND

6% above its 50-day average.

Who's buying

13F· Q2 2026

new positions

exits

$10.9M

in new stakes

Fund	Move	Shares	Value
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	NEW	2,712,866	$10.9M
MILLENNIUM MANAGEMENT LLC	DOUBLED	1,397,979	$5.6M
CITADEL ADVISORS LLC	DOUBLED	1,397,368	$5.6M
UBS Group AG	ADD	1,249,502	$5.0M
MARSHALL WACE, LLP	DOUBLED	1,070,126	$4.3M
Legal & General Group Plc	ADD	1,051,747	$4.2M
Point72 Asset Management, L.P.	ADD	333,317	$1.3M
SEI INVESTMENTS CO	ADD	305,835	$1.2M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

15 analysts

Buy 67% rate it Buy or better

Strong Buy4Buy6Hold5Sell0Strong Sell0

12-month targets · 10 analysts

$3.99 $4.00 $4.75 $12.00

Price is below the lowest target. Median implies +19%.Targets as of Oct 26, 2026.

Recent actions

Date	Firm	Action	Rating
Aug 25, 2026	Itau BBA DOWNGRADE	DOWNGRADE	Market Perform
May 8, 2026	UBS MAINTAIN	MAINTAIN	Neutral

Insider ledger

Form 4

bought · 0 insiders

$1.0M

sold · 4 insiders

Date	Insider	Type	Value
Oct 19, 2026	Gomide de Faria Mariano Chief Executive Officer	SELL	$19.7K
Oct 19, 2026	do Carmo Thomaz Junior Geraldo Chief Executive Officer	SELL	$19.7K
Oct 16, 2026	Gomes Andre Spolidoro Ferreira Chief Strategy Officer	SELL	$12.6K
Oct 12, 2026	Gomide de Faria Mariano Chief Executive Officer	SELL	$19.2K
Oct 12, 2026	do Carmo Thomaz Junior Geraldo Chief Executive Officer	SELL	$19.2K
Oct 1, 2026	Mazzucchelli Silvia Director	CONVERT	971 sh
Oct 1, 2026	Mazzucchelli Silvia Director	CONVERT	1,057 sh
Oct 1, 2026	Mazzucchelli Silvia Director	CONVERT	2,618 sh

Earnings setup

Estimates

Nov 5

reports in 10 days

Revision history: 🔒 Fresh data, subscribers only

Period	EPS est.	Range	30D rev.	Revenue
Current Q	🔒 Fresh data, subscribers only
Next Q	🔒 Fresh data, subscribers only
Current FY	$0.22	$0.20–$0.26	+11.0%	$263.9M
Next FY	🔒 Fresh data, subscribers only