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Yext, Inc.NYSE:YEXT 株式レポート

時価総額 US$346.4m
株価
US$3.60
US$7.5
52.0% 割安 内在価値ディスカウント
1Y-49.7%
7D-8.5%
ポートフォリオ価値
​
表示

Yext, Inc.

NYSE:YEXT 株式レポート

時価総額：US$346.4m

Yext（YEXT）株式概要

Yext, Inc.は、北米および国際的な消費者の質問に対する回答を提供するプラットフォームを提供しています。 詳細

YEXT ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長1/6
過去の実績3/6
財務の健全性4/6
配当金0/6

報酬

当社が推定した公正価値より71%で取引されている

収益は年間9.96%増加すると予測されています

今年は黒字化を達成

同業他社や業界と比較して、良好な取引価格

リスク分析

過去3か月間に大規模なインサイダー売却が発生

財務結果に影響を与える大きな一時的項目


YEXT Community Fair Values

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Analyst Price Targets

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Yext, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Yext
過去の株価
現在の株価US$3.46
52週高値US$9.20
52週安値US$3.29
ベータ1.14
1ヶ月の変化-6.74%
3ヶ月変化-37.32%
1年変化-49.71%
3年間の変化-58.61%
5年間の変化-72.54%
IPOからの変化-74.20%

最新ニュース

ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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 Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
分析記事 • 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...
分析記事 • 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...
User avatar
新しいナラティブ • 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 Alpha
分析記事 • 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 Alpha
Seeking 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 Alpha
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
分析記事 • 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 Alpha
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha • Jul 15

Yext: Continued Margin Expansion Is The Key

Summary Yext is on the cusp of GAAP profitability, and there are strong indications of commitment from management to reach this significant milestone. Despite a deceleration in revenue growth, Yext has demonstrated encouraging progress in margin expansion, fueling their run to profitability. Yext's product retention has recently experienced a decline, with net retention falling below 100%, contrasting with historical levels of 110% or higher. Read the full article on Seeking Alpha

株主還元

YEXTUS SoftwareUS 市場
7D-8.5%1.2%-0.3%
1Y-49.7%-8.9%24.1%

業界別リターン: YEXT過去 1 年間で-8.9 % の収益を上げたUS Software業界を下回りました。

リターン対市場: YEXTは、過去 1 年間で24.1 % のリターンを上げたUS市場を下回りました。

価格変動

Is YEXT's price volatile compared to industry and market?
YEXT volatility
YEXT Average Weekly Movement7.7%
Software Industry Average Movement9.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

安定した株価: YEXT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: YEXTの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO（最高経営責任者ウェブサイト
20061,120Mike Walrathwww.yext.com

Yext, Inc.は、北米および海外で消費者の質問に対する回答を提供するプラットフォームを提供している。同社が運営するYext Digital Presenceプラットフォームは、クラウドベースのプラットフォームであり、顧客が消費者の質問に対する回答を提供したり、自社のビジネスに関する情報やランディングページのコンテンツを管理したり、消費者のレビューを管理したりできるほか、地図、アプリ、検索エンジン、GPSシステム、デジタルアシスタント、バーティカルディレクトリ、ソーシャルネットワークなどのパブリッシャーネットワークを通じて、顧客が自社の情報やコンテンツを更新できる機能を提供している。また、同社のプラットフォームにより、顧客は、名前、住所、電話番号、休日営業時間からなる店舗情報、顔写真、専門分野、学歴などの専門情報、肩書きと説明からなる求人情報、FAQ、その他の情報を含むデータフィールドを一元化し、管理、制御することができる。また、ランディングページやデータ統合のカスタマイズ、メンテナンスなど、Yextプラットフォームをカスタマイズするためのプロフェッショナルサービスや、金融サービス向けのデジタルクライアントエンゲージメントプラットフォームも提供している。同社はヘルスケア、ホスピタリティ、フードサービス、小売、金融サービスなど様々な業界にサービスを提供している。Yext, Inc.は2006年に設立され、ニューヨーク州ニューヨークに本社を置いている。

Yext, Inc. 基礎のまとめ

Yext の収益と売上を時価総額と比較するとどうか。
YEXT 基礎統計学
時価総額US$346.39m
収益（TTM）US$37.87m
売上高(TTM)US$446.58m
9.1x
PER（株価収益率
0.8x
P/Sレシオ

YEXT は割高か？

公正価値と評価分析を参照

収益と収入

最新の決算報告書（TTM）に基づく主な収益性統計
YEXT 損益計算書（TTM）
収益US$446.58m
売上原価US$111.54m
売上総利益US$335.04m
その他の費用US$297.17m
収益US$37.87m

直近の収益報告

Jan 31, 2026

次回決算日

該当なし

一株当たり利益（EPS）0.38
グロス・マージン75.02%
純利益率8.48%
有利子負債／自己資本比率61.4%

YEXT の長期的なパフォーマンスは？

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/18 19:44
終値2026/05/15 00:00
収益2026/01/31
年間収益2026/01/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Yext, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Brett KnoblauchBerenberg
Naved KhanB. Riley Securities, Inc.
Thomas WhiteD.A. Davidson & Co.