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VTEXVTEXHold6.9·$3.67+0.00%

VTEX (VTEX) Q2 2026 earnings — TrendMatrix coverage

BEAT+86.1% vs estimateEPS $0.08 vs $0.04 estVerdict Buy (Wait)Hold

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$0.08
Estimate
$0.04
Surprise
+86.1%
Score at report (before → after)
6.16.4/10

Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.

Report record · Q2 2026

How the report landed

VTEX (VTEX) beat the $0.04 estimate with diluted EPS of $0.08 — a large 86.1% upside surprise. TrendMatrix's engine moved from Buy (Wait) (6.1/10) to Hold at 6.4/10 after the report.

Current read · as of 2026-09-17

Where TrendMatrix's rating stands now

TrendMatrix currently rates VTEX Hold at 6.9/10.

4 of the last 4 quarters beat the estimate; this quarter's +86.1% surprise compares with a +80.8% four-quarter average. Next scheduled report: 2026-11-05.

What supports the rating

  • V7 quality resilience bonus: +0.2 (Q=7.2 in RISK_OFF)
  • Strong earnings beat streak (4/4)

What argues against it

  • Sector modifier (Technology): -0.8
  • Earnings estimates trending DOWN
  • Below 200-MA, MA slope -1.8%/30d (confirmed downtrend)

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$3.67
Price target
$4.85
Stop
$3.45
Upside to target
+32.2%
Reward-to-risk
5.1:1

The stock trades at 21.6× trailing but 13.3× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-17 — shown for context, not personalized investment advice.

Technology context

VTEX at TrendMatrix's latest read

Technology names get repriced on forward expectations more than trailing prints — a quarter here is read through next-year growth and multiple, not the EPS line alone.

Industry
Software - Application
Market cap
$606.8M
P/E (fwd)
13.3
P/E (ttm)
21.6
52-week range
$2.84$4.73
Off 52-week high
22.4%
RSI (14)
51
Volume vs avg
0.94×
Score today
6.9/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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