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Schwab Network on $VERX

Channel profile →Sources cited by the channel: BFA and JP Morgan, Baird, Bank of America, Barclays, Berenberg, Bernstein, with a Jefferies target cut noted, Bird (analyst firm), CEO, CEO Joe Dominguez, Caner, Citi, Citigroup, Citizens, Daiwa, Dan Deming and Michael Monahan, Dan Ives, Deutsche Bank, Erit Research, Evercore ISI, Evercore ISI; Dan Ives, Goldman Sachs, JP Morgan Chase, JPMorgan, JPMorgan Chase, Jefferies, Jefferies, UBS and Citigroup, Jensen Huang; Dan Ives, Loop Capital, Mattie Natsson, Michael Saylor, Milius (analyst), Morgan Stanley, Northrop, Oppenheimer, Oppenheimer, Freedom Broker, Oracle, Reddit CEO, Rothschild Redburn, SK Hynix, Seth, Tim Bigham, Tim and KG, Truist, UBS, Wall Street Journal, Wedbush, Wells Fargo, analysts1 entry

Schwab Network has discussed $VERX in 1 video since 2026-10-28. The latest, on 2026-10-28, was bullish.

2026-10-28Bullish
“SKHY, STX, VRT Earnings Raise Bar for MSFT & GOOGL; Fed Readies Rate Decision”
AI summary · VERX posted very strong quarterly results: sales rose 61% YoY and adjusted EPS 78%, with organic growth of 55% the main driver; Americas rose 75% and Apex about 50%, operating profit up 90%, and backlog is rising. The speaker sees VERX as a key player in a very long infrastructure buildout.

Let's move on to one of the biggest winners this morning. This is Verdev, following its quarterly results. Tell us some of what you have learned from this matter . Yes, as you know, you still see that kind of relative strength here, where the data shows that net sales have already risen by 61% year-over-year, and adjusted earnings per share have risen by about 78% year-over-year.

Their operating margin is around 25.2 %, and they continue to spend capital, but they are also experiencing organic growth of 55% year-on-year. This is actually the main driver.

The Americas sector grew by 75%. The "Apex" sector also grew by about 50%, and its operating profit increased by 90%. So , not only are they seeing revenue growth, but the backlog of orders continues to rise, and this will be a very long transition to building the infrastructure.

They are a key player in this field, and that is why they are achieving very strong results in the quarter that has just been announced.