Vtex (VTEX) reports 79.6% gross margin and $66.7M in subscription revenue


Vtex (NYSE:VTEX) is one of them The best new penny stocks to buy. On February 27, Vtex reported Q4 2025 financial results, achieving a record gross margin of 79.6% and a non-GAAP operating margin of 23.8%. While the company acknowledged that recent growth was impacted by cyclical macro headwinds in Brazil and Argentina, it delivered $66.7 million in subscription revenue for the quarter.

To streamline operations and make better use of AI, Vtex implemented a reorganization of its sales and marketing teams last year, which included a headcount reduction of nearly 100 positions and centralized global operations for greater agility. The company is aligning its future growth on four strategic levers: global expansion, B2B business, retail media, and AI-first product development.

By 2025, global markets outside of Latin America grew by 22%, and the company successfully scaled high-profile partnerships, such as the Stadium Tour store project with Manchester City. Additionally, the ‘Vtex Ads’ retail media engine has moved from a pilot phase to a core growth driver, enabling business retailers to monetize traffic and provide brands with performance-based, first-party data attribution. Vtex (NYSE:VTEX) focuses on high-net-worth customers, with 158 customers with more than $250,000 in annual recurring revenue.

Vtex (VTEX) reports 79.6% gross margin and $66.7M in subscription revenue
Vtex (VTEX) reports 79.6% gross margin and $66.7M in subscription revenue

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Vtex (NYSE: VTEX), together with its subsidiaries, provides a software-as-a-service digital commerce platform for company brands and retailers.

While we recognize the potential of VTEX as an investment, we believe that some AI stocks offer higher potential and lower risk. If you’re looking for the most undervalued AI stocks that stand to benefit significantly from Trump-era tariffs and the offshore trend, check out our free report Best short-term AI stocks.

Read more: 40 Most Popular Stocks Among Hedge Funds Heading to 2026 and Goldman Sachs Value Stocks: 10 Stocks to Buy.

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