Yext Gestion
Gestion contrôle des critères 3/4
Le PDG Yext est Mike Walrath, nommé en Mar2022, a un mandat de 4.17 ans. La rémunération annuelle totale est $ 8.69M, composée du salaire de 5.5% et des bonus 94.5%, y compris les actions et options de la société. détient directement 3.71% des actions de la société, d'une valeur de $ 14.11M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.2 ans et 11 ans.
Informations clés
Mike Walrath
Directeur général
US$8.7m
Rémunération totale
| Pourcentage du salaire du PDG | 5.55% |
| Durée du mandat du directeur général | 4.2yrs |
| Propriété du PDG | 3.7% |
| Durée moyenne d'occupation des postes de direction | 4.2yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 11yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • May 05
YEXT: Cost Discipline And Buybacks Will Support Future Upside Potential
Yext's analyst price targets have compressed, with several moving from around $9.50 to $10 to a range of $6 to $8, as analysts point to "subpar fundamentals," uncertainty around a potential management buyout, and mixed read-throughs from Q4 results, including cost discipline and early Scout traction that they see as more meaningful further out in FY27. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q4 revenue tracked broadly in line with expectations, which they see as a sign that the core business is holding up against current execution challenges.Mise à jour du récit • Apr 19
YEXT: Cost Discipline And Buybacks Will Support Future Repricing Potential
Analysts trimmed their price target on Yext to $7.50, down from $9.50 previously. They cited recent downgrades that point to concerns about subpar fundamentals and uncertainty around a potential management buyout, even as some see support from cost discipline and early product traction.Mise à jour du récit • Apr 04
YEXT: Share Repurchases And Cost Discipline Will Support Future Repricing Potential
Narrative Update on Yext The analyst price target on Yext has shifted lower, with recent cuts to $6 and $8, as analysts weigh concerns about "subpar fundamentals" and management buyout uncertainty against cost discipline, largely in line Q4 revenue, and early positive signals from the Scout offering. Analyst Commentary Recent research paints a mixed picture for Yext, with some analysts focusing on execution risks and others highlighting cost control and product traction as potential support for the equity story.Mise à jour du récit • Mar 20
YEXT: Share Repurchases And Cancelled Buyout Will Support Future Repricing Potential
Analysts have trimmed their fair value estimate on Yext from about $8.88 to $7.50, reflecting recent price target cuts to $6 and $8 that point to concerns around fundamentals and execution, even as some see potential longer term product contributions. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q4 revenue was in line with expectations, which they see as helping to support the revised fair value range despite cuts to price targets.Seeking Alpha • Mar 11
Yext: With Buyout No Longer On The Table, This Declining Software Company Is Risky (Downgrade)
Summary Yext (YEXT) faces persistent revenue declines, ARR stagnation, and customer churn, undermining its positioning as an AI-era discovery platform. The withdrawal of the $9/share CEO-led buyout bid eliminates a key exit catalyst and signals diminished insider confidence. YEXT's pivot toward larger customers has not stemmed churn, and both segments are contracting, raising doubts about the new strategy. Planned $140M buyback could deplete cash and increase debt, compounding risks as profitability remains uncertain; I downgrade YEXT to sell. Read the full article on Seeking AlphaMise à jour du récit • Mar 06
YEXT: Share Repurchase Plan And Cancelled Buyout Will Support Future Upside Potential
Analysts have maintained their Yext fair value estimate at $8.88, making only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. This indicates that their overall price target view remains essentially unchanged.Mise à jour du récit • Feb 18
YEXT: Share Repurchase And Cancelled Buyout Will Support Future Upside Potential
Analysts have modestly adjusted their price target on Yext to $8.88, reflecting small tweaks to the discount rate, long term revenue growth, margin assumptions and future P/E that keep their overall fair value view essentially unchanged. What's in the News Yext announced a share repurchase program of up to US$180 million, with a planned purchase price range of US$5.75 to US$6.50 per share.Mise à jour du récit • Feb 04
YEXT: Cancelled Management Buyout Will Support Future Upside Potential
Analysts have trimmed their price target on Yext to approximately US$8.88 from about US$9.44, citing updates to assumptions around the discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News Chief Executive Officer and Chairman Michael Walrath cancelled his previously announced management buyout proposal to acquire the remaining majority stake in Yext at US$9 per share, which would have taken his ownership to 100% (Key Developments).Article d’analyse • Jul 14
An Intrinsic Calculation For Yext, Inc. (NYSE:YEXT) Suggests It's 48% Undervalued
Key Insights The projected fair value for Yext is US$15.15 based on 2 Stage Free Cash Flow to Equity Yext's US$7.87...Article d’analyse • Jun 10
Yext, Inc. (NYSE:YEXT) Held Back By Insufficient Growth Even After Shares Climb 32%
Yext, Inc. ( NYSE:YEXT ) shares have continued their recent momentum with a 32% gain in the last month alone. The last...Nouveau récit • May 28
AI Powered Digital Search And Regulatory Tools Will Unlock Growth
New AI-driven products and successful acquisitions position Yext for stronger growth, improved customer retention, and increased operational efficiency.Seeking Alpha • Apr 09
Yext: Banking On New Products, But Customers Continue To Slip
Summary Yext faces a challenging environment with a shrinking ARR and uncertain revenue growth, leading me to reiterate a sell rating on the stock. Despite launching new AI-focused products like Yext Scout, the company’s fundamental issues and operational risks overshadow potential benefits. Yext's Q4 revenue grew 12% y/y, driven by the Hearsay acquisition, but organic growth remains negative, and ARR continues to decline. The company’s improved profit margins from layoffs are a silver lining, but long-term profitability is threatened by ongoing ARR and customer base losses. Read the full article on Seeking AlphaArticle d’analyse • Jan 04
Investors Don't See Light At End Of Yext, Inc.'s (NYSE:YEXT) Tunnel And Push Stock Down 26%
Yext, Inc. ( NYSE:YEXT ) shares have had a horrible month, losing 26% after a relatively good period beforehand...Seeking Alpha • Dec 11
Yext: Still Missing The Target (Rating Downgrade)
Summary Yext's focus on profitability over growth has led to missed opportunities in the booming AI search market, resulting in a Neutral rating. The company reported headline sales growth, but the pro forma sales from the Hearsay Systems acquisition actually declined YoY. YEXT stock is likely "dead money" until the company shifts its strategy to prioritize investing in growth in the enterprise AI search market. Read the full article on Seeking AlphaSeeking Alpha • Sep 08
Yext: Don't Buy This Dead Cat Bounce
Summary Shares of Yext have surged more than 25% after reporting Q2 results, but this isn’t a rally I’d trust. Investors cheered the company’s return to direct ARR growth, but overall ARR is still declining. The company is still citing budget pressure and elongated sales cycles, which may worsen if we head into a recession. Yext has exposure to retail and restaurant customers in its Listings business, which may further pressure retention trends. Though cheap at ~8x Adjusted EBITDA, Yext remains a stock I’d avoid. Read the full article on Seeking AlphaArticle d’analyse • Jul 26
Lacklustre Performance Is Driving Yext, Inc.'s (NYSE:YEXT) Low P/S
With a price-to-sales (or "P/S") ratio of 1.8x Yext, Inc. ( NYSE:YEXT ) may be sending very bullish signals at the...Seeking Alpha • Jun 19
Yext: Not So Bad
Summary Yext stock slumped after weak FQ1'25 results, but the company remains profitable. The digital management company disappointed on revenues and growth targets, but positive cash flows allow for the acquisition of Hearsay Systems to build momentum. The stock trades at only 1x EV/S targets, providing a substantial upside on the ability to return to growth. Read the full article on Seeking AlphaSeeking Alpha • Jun 11
Yext Q1 Earnings: Bold Move To Use Cash For Acquisition Ambition (Rating Downgrade)
Summary My analysis suggests that Yext's recent acquisition plans, fueled by its strong balance sheet, may offer short-term growth opportunities. But little more. Uncertainties surrounding Yext's revenue projections for fiscal 2025 raise doubts about its long-term prospects. I believe caution is warranted, leading me to rate the stock as a sell. Read the full article on Seeking AlphaSeeking Alpha • Apr 25
Yext: It's A Profit Story Now (Rating Upgrade)
Summary Yext, the location data management platform, has struggled in the volatile market, with shares falling nearly 10% this year. The company is undergoing restructuring and leadership changes, but revenue continues to decline year-over-year. Yext is hopeful that growth will re-accelerate in the second half of the year with increased sales capacity and new product releases. The stock trades at a favorable <8x forward adjusted EBITDA, but that is counterbalanced by a myriad of fundamental risks. Read the full article on Seeking AlphaSeeking Alpha • Apr 10
Yext: Waiting For Headline Growth To See Positive Inflection
Summary Yext provides cloud-based digital knowledge management solutions and has most of its revenue from North America. The company's growth has slowed since the pandemic, but there are positive signs that sales traction is gradually coming back. The growing adoption of its enterprise-grade, customer-facing LLM could be a catalyst for growth and stock valuation re-rating. Read the full article on Seeking AlphaSeeking Alpha • Mar 17
Yext: Rebound Finally In Sight
Summary Yext is expected to return to solid ARR growth approaching 10% after a period of decline. The AI search company faces an initial ARR dip to start FY25, apparently scaring off investors. The stock remains a call option on management's ability to return the business to growth with Yext trading at only 1x EV/S targets. Read the full article on Seeking AlphaArticle d’analyse • Feb 16
Yext, Inc.'s (NYSE:YEXT) Intrinsic Value Is Potentially 94% Above Its Share Price
Key Insights The projected fair value for Yext is US$12.36 based on 2 Stage Free Cash Flow to Equity Yext is estimated...Seeking Alpha • Jan 13
Yext: Hopes For A Rebound Are Fading
Summary Yext's lack of growth and customer defections are causing concern for investors. The company's valuation is low, but its prospects for M&A or turnaround are uncertain. Yext's Q3 earnings showed minimal revenue growth and a decline in key metrics like ARR and net retention rate. Read the full article on Seeking AlphaArticle d’analyse • Jan 08
Yext, Inc.'s (NYSE:YEXT) Revenues Are Not Doing Enough For Some Investors
Yext, Inc.'s ( NYSE:YEXT ) price-to-sales (or "P/S") ratio of 1.7x might make it look like a strong buy right now...Seeking Alpha • Dec 08
Yext: Flawed Focus On Profits
Summary Yext reported disappointing Q3 results with only 2% growth despite hype around AI. YEXT's focus on profits over growth has hurt stock performance. The stock is now a call option on management's ability to return the business to growth with Yext trading at only 1x EV/S targets. Read the full article on Seeking AlphaSeeking Alpha • Oct 12
Yext Valuation In Question As Growth Prospects Diminish (Rating Downgrade)
Summary Yext, Inc. is a technology platform facilitating accurate consumer queries responses across digital platforms. Uncertainty shrouds Yext's prospects as it trades at a high multiple of 21 times this year's EPS. Yext holds strengths such as being debt-free and its AI-enhanced digital experiences. Read the full article on Seeking AlphaSeeking Alpha • Oct 01
Yext: Some Encouraging Metrics, But No Growth Still A Big Red Flag
Summary Investors have abandoned tech stocks for safer investments, causing a decline in small and mid-cap tech stocks like Yext. Yext has improved its gross margin, generating better adjusted EBITDA and cash flow, and has added $50 million to its buyback program. However, Yext's growth has stalled, it has high churn rates, and the departure of its CEO and CFO raises concerns about the company's direction. Read the full article on Seeking AlphaSeeking Alpha • Sep 11
Yext: From AI Darling To Cheap SaaS Turnaround Play
Summary Yext's stock has been on a roller-coaster ride due to AI hype. The stock is currently cheap on various metrics and now is a potential turnaround play. YEXT could make an interesting target for a private equity or strategic buyer. Read the full article on Seeking AlphaSeeking Alpha • Aug 30
Yext Q2 Earnings Preview: Analyst Expectations Have Moderated
Summary Yext's recent selloff post-Q1 results has created significant uncertainty in its stock's trajectory. The company's struggle to boost its revenue growth rates remains a major concern for investors, as it impacts the stock's investment appeal. While Yext holds a clean balance sheet and generates free cash flows, its valuation isn't deeply undervalued, considering the current state of its top line revenue. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jan 31 2026 | US$9m | US$482k | US$38m |
| Oct 31 2025 | n/a | n/a | US$26m |
| Jul 31 2025 | n/a | n/a | US$7m |
| Apr 30 2025 | n/a | n/a | -US$23m |
| Jan 31 2025 | US$540k | n/a | -US$28m |
| Oct 31 2024 | n/a | n/a | -US$19m |
| Jul 31 2024 | n/a | n/a | -US$7m |
| Apr 30 2024 | n/a | n/a | -US$6m |
| Jan 31 2024 | US$8m | n/a | -US$3m |
| Oct 31 2023 | n/a | n/a | -US$12m |
| Jul 31 2023 | n/a | n/a | -US$24m |
| Apr 30 2023 | n/a | n/a | -US$41m |
| Jan 31 2023 | US$11m | n/a | -US$66m |
| Oct 31 2022 | n/a | n/a | -US$81m |
| Jul 31 2022 | n/a | n/a | -US$94m |
| Apr 30 2022 | n/a | n/a | -US$101m |
| Jan 31 2022 | US$218k | n/a | -US$93m |
| Oct 31 2021 | n/a | n/a | -US$88m |
| Jul 31 2021 | n/a | n/a | -US$86m |
| Apr 30 2021 | n/a | n/a | -US$83m |
| Jan 31 2021 | US$243k | n/a | -US$95m |
| Oct 31 2020 | n/a | n/a | -US$107m |
| Jul 31 2020 | n/a | n/a | -US$128m |
| Apr 30 2020 | n/a | n/a | -US$132m |
| Jan 31 2020 | US$213k | n/a | -US$122m |
Rémunération vs marché: La rémunération totale de Mike ($USD 8.69M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 2.59M ).
Rémunération et revenus: La rémunération de Mike a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Mike Walrath (49 yo)
4.2yrs
Titularisation
US$8,693,973
Compensation
Mr. Michael Walrath, also known as Mike, serves as Chief Executive Officer, Chairman of the Board and Director at Yext, Inc. since March 25, 2022 and served as its Independent Chairman of the Board and Ind...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Chairman of the Board | 4.2yrs | US$8.69m | 3.71% $ 14.1m | |
| CFO & Chief Administrative Officer | 4.2yrs | US$3.97m | 0.73% $ 2.8m | |
| Executive VP | 9.8yrs | US$2.67m | 0.30% $ 1.1m | |
| Chief Operating Officer | no data | pas de données | pas de données | |
| Chief Accounting Officer & Principal Accounting Officer | 1.1yrs | pas de données | 0.0078% $ 29.8k | |
| Executive VP & CTO | no data | pas de données | pas de données | |
| Senior Vice President of Investor Relations | no data | pas de données | pas de données | |
| Executive VP of Global Sales | no data | pas de données | pas de données | |
| Senior Vice President of Marketing | no data | pas de données | pas de données | |
| Executive VP & Chief Data Officer | no data | pas de données | pas de données | |
| Senior Vice President of Product | no data | pas de données | pas de données | |
| Senior VP of Customer Success | no data | pas de données | pas de données |
4.2yrs
Durée moyenne de l'emploi
49yo
Âge moyen
Gestion expérimentée: L'équipe de direction de YEXT est considérée comme expérimentée (ancienneté moyenne 4.2 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Chairman of the Board | 16.5yrs | US$8.69m | 3.71% $ 14.1m | |
| Member of the Advisory Board | no data | pas de données | pas de données | |
| Lead Independent Director | 18yrs | US$299.13k | 0.44% $ 1.7m | |
| Independent Director | 5.6yrs | US$288.63k | 0.11% $ 418.8k | |
| Member of the Advisory Board | no data | pas de données | pas de données | |
| Independent Director | 1.9yrs | US$283.63k | 0.062% $ 237.5k | |
| Member of the Advisory Board | no data | pas de données | pas de données | |
| Member of the Advisory Board | no data | pas de données | pas de données | |
| Member of the Advisory Board | no data | pas de données | pas de données | |
| Member of the Advisory Board | no data | pas de données | pas de données | |
| Member of the Advisory Board | no data | pas de données | pas de données | |
| Member of the Advisory Board | no data | pas de données | pas de données |
11.0yrs
Durée moyenne de l'emploi
60yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la YEXT est chevronné et expérimenté ( 11 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/27 05:52 |
| Cours de l'action en fin de journée | 2026/05/27 00:00 |
| Les revenus | 2026/01/31 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Yext, Inc. est couverte par 13 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Brett Knoblauch | Berenberg |
| Naved Khan | B. Riley Securities, Inc. |
| Thomas White | D.A. Davidson & Co. |