View ValuationYext 将来の成長Future 基準チェック /16Yextは、13.8%と0.7%でそれぞれ年率13.8%で利益と収益が成長すると予測される一方、EPSはgrowで10.7%年率。主要情報13.8%収益成長率10.67%EPS成長率Software 収益成長20.0%収益成長率0.7%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日09 Jun 2026今後の成長に関する最新情報Major Estimate Revision • Jun 09Consensus EPS estimates increase by 36%, revenue downgradedThe consensus outlook for fiscal year 2027 has been updated. 2027 revenue forecast fell from US$455.1m to US$443.6m. EPS estimate rose from US$0.258 to US$0.35. Net income forecast to shrink 9.6% next year vs 25% growth forecast for Software industry in the US . Consensus price target down from US$7.50 to US$5.67. Share price fell 9.5% to US$3.81 over the past week.Price Target Changed • May 03Price target decreased by 15% to US$7.50Down from US$8.88, the current price target is an average from 4 analysts. New target price is 82% above last closing price of US$4.11. The company is forecast to post earnings per share of US$0.26 for next year compared to US$0.31 last year.Major Estimate Revision • Dec 15Consensus EPS estimates increase by 56%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.205 to US$0.32. Revenue forecast steady at US$449.0m. Net income forecast to grow 27% next year vs 19% growth forecast for Software industry in the US. Consensus price target of US$9.83 unchanged from last update. Share price fell 5.8% to US$8.31 over the past week.Major Estimate Revision • Sep 16Consensus EPS estimates increase by 63%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.16 to US$0.26. Revenue forecast steady at US$449.9m. Net income forecast to grow 350% next year vs 24% growth forecast for Software industry in the US. Consensus price target of US$9.44 unchanged from last update. Share price was steady at US$8.79 over the past week.Price Target Changed • Jun 04Price target increased by 7.9% to US$9.44Up from US$8.75, the current price target is an average from 4 analysts. New target price is 5.2% above last closing price of US$8.97. Stock is up 85% over the past year. The company is forecast to post earnings per share of US$0.16 next year compared to a net loss per share of US$0.22 last year.お知らせ • May 21Yext, Inc. Updates Earnings Guidance for First Quarter Ended April 30, 2025Yext, Inc. updated earnings guidance for first quarter ended April 30, 2025. For the period, the company now expects its results for the fiscal 2026 first quarter ended April 30, 2025 to be above its previously stated guidance ranges as provided in its quarterly shareholder letter dated March 5, 2025.すべての更新を表示Recent updatesMajor Estimate Revision • Jun 09Consensus EPS estimates increase by 36%, revenue downgradedThe consensus outlook for fiscal year 2027 has been updated. 2027 revenue forecast fell from US$455.1m to US$443.6m. EPS estimate rose from US$0.258 to US$0.35. Net income forecast to shrink 9.6% next year vs 25% growth forecast for Software industry in the US . Consensus price target down from US$7.50 to US$5.67. Share price fell 9.5% to US$3.81 over the past week.ナラティブの更新 • Jun 04YEXT: Cost Discipline And Buybacks Will Support Turnaround Execution PotentialNarrative Update on Yext Analysts have trimmed their implied price expectations for Yext, as reflected in a lower modeled fair value from $7.50 to $6.75. They point to slower revenue growth, mixed Q4 and Q1 results, and reduced visibility on the turnaround, while still acknowledging improving profit margins and a lower projected future P/E.New Risk • Jun 03New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risk Large one-off items impacting financial results.Reported Earnings • Jun 03First quarter 2027 earnings: EPS and revenues miss analyst expectationsFirst quarter 2027 results: EPS: US$0.023 (up from US$0.006 in 1Q 2026). Revenue: US$107.9m (down 1.4% from 1Q 2026). Net income: US$2.63m (up 241% from 1Q 2026). Profit margin: 2.4% (up from 0.7% in 1Q 2026). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 62%. Revenue is forecast to stay flat during the next 3 years compared to a 17% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings.Seeking Alpha • Jun 03Yext: Poor Underlying Economics And Weak Customer RetentionSummary Yext remains a value trap, with no visible catalysts for a rebound and worsening business fundamentals. I reiterate my sell rating on YEXT, citing declining customer retention and eroding economics despite sector rebounds elsewhere. The failed CEO-led buyout and subsequent stock decline highlight YEXT's lack of strategic direction and investor confidence. YEXT's investments in AI have reduced its gross margin while not boosting the top line, further supporting a bearish outlook. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 25%After last week's 25% share price gain to US$4.59, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Software industry in the US. Total loss to shareholders of 50% over the past three years.お知らせ • May 20+ 1 more updateYext Inc Launches Scout MCP And Scout APIYext, Inc. announced the launch of Scout MCP and Scout API, opening its visibility and competitive intelligence infrastructure to global partners and positioning Yext as the data layer for an agentic marketing era. Yext Scout is the most comprehensive visibility intelligence dataset available for local businesses. That dataset is now available to partners through two paths: Scout MCP and Scout API. Scout is the most comprehensive visibility intelligence dataset available for local businesses, analyzing 10 billion signals monthly across four AI models for over 12 million business locations and surfacing 150 visibility metrics across 20 competitors in every scan. That dataset is now available to partners through two paths: Scout MCP, which provides conversational, no-build-required access, and Scout API, which enables fully custom, white-labeled product experiences built on the same infrastructure powering Yext's own platform. Scout MCP and API are built to be that foundation, giving partners access to the visibility and competitive intelligence they need to extract those insights and bring them to every client conversation. Partners using Scout can walk into any client or prospect meeting and show that business exactly where it stands against its competitors in AI and local search. The insights span four areas: • Competitive intelligence and prospecting: Provide clients or prospects with a live view of exactly where they're losing to competitors across AI and local search. • AI citation and model analysis: Know which AI models are citing a brand, how often, and in what context and how that compares to the competitors including sentiment and themes. • SEO and AI search performance: Track how brands appear across both traditional and AI search surfaces, with 150 visibility metrics across 20 competitors per scan. • Prioritized action recommendations: Surface the highest-impact fixes, with a 90-day growth plan and paid media guidance built for prospect meetings and upsell conversations. Partners can access Scout through the UI for a ready-built experience, through the MCP for conversational access without any development work, or through the API for fully custom, white-labeled products. The same dataset powers all three. This announcement is part of Yext’s ongoing commitment to provide solutions partners need, including acting as the core intelligence layer as infrastructure they can build on. Partners who build on Scout inherit Yext's ongoing platform development without maintaining their own data pipelines. Every improvement Yext makes to Scout flows directly to partners, regardless of which access path they use. Scout MCP and API join Yext's Management API and Content Delivery API as part of a connected ecosystem built for how agencies need to operate. Scout MCP and API are available for early access starting.ナラティブの更新 • May 05YEXT: Cost Discipline And Buybacks Will Support Future Upside PotentialYext'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.Price Target Changed • May 03Price target decreased by 15% to US$7.50Down from US$8.88, the current price target is an average from 4 analysts. New target price is 82% above last closing price of US$4.11. The company is forecast to post earnings per share of US$0.26 for next year compared to US$0.31 last year.お知らせ • Apr 29Yext, Inc., Annual General Meeting, Jun 10, 2026Yext, Inc., Annual General Meeting, Jun 10, 2026.ナラティブの更新 • Apr 19YEXT: Cost Discipline And Buybacks Will Support Future Repricing PotentialAnalysts 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 04YEXT: Share Repurchases And Cost Discipline Will Support Future Repricing PotentialNarrative 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 20YEXT: Share Repurchases And Cancelled Buyout Will Support Future Repricing PotentialAnalysts 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.ナラティブの更新 • Mar 06YEXT: Share Repurchase Plan And Cancelled Buyout Will Support Future Upside PotentialAnalysts 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.お知らせ • Feb 24Yext, Inc. to Report Q4, 2026 Results on Mar 09, 2026Yext, Inc. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 09, 2026ナラティブの更新 • Feb 18YEXT: Share Repurchase And Cancelled Buyout Will Support Future Upside PotentialAnalysts 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.お知らせ • Feb 13Yext, Inc. (NYSE:YEXT) announces an Equity Buyback for $180 million worth of its shares.Yext, Inc. (NYSE:YEXT) announces a share repurchase program. Under the program, the company will repurchase up to $180 million worth of its shares. The shares will repurchased at a per share purchase price of not less than $5.75 nor greater than $6.50 per share. The purpose of the offer is to obtain liquidity without potential disruption to the share price. The company expects to fund the repurchases with cash on hand and borrowings under our existing credit facilities. If the offer is oversubscribed, the company will prorate the number of shares accepted for payment. The company can exercise the Tender Clause to repurchase over and above of what it plans by 2%. The program is valid until March 12, 2026. As of January 31, 2026, there were 122,933,027 shares issued and outstanding.ナラティブの更新 • Feb 04YEXT: Cancelled Management Buyout Will Support Future Upside PotentialAnalysts 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).お知らせ • Feb 03Michael Walrath, Chief Executive Officer and Chairman of Yext, Inc. cancelled the acquisition of remaining majority stake in Yext, Inc. (NYSE:YEXT) in a management buyout transaction.Michael Walrath, Chief Executive Officer and Chairman of Yext, Inc. submitted a Non-Binding Acquisition Proposal to acquire remaining majority stake in Yext, Inc. (NYSE:YEXT) in a management buyout transaction on August 18, 2025. A cash consideration valued at $9 per share will be paid by Michael Walrath. Post completion of this transaction, Michael Walrath will hold 100% stake in Yext. Walrath has indicated that the proposal is backed by reputable and well-capitalized financing sources that have expressed support for the proposal. The transaction is subject to consummation of due diligence investigation and definitive agreement. The Board of Directors of Yext, Inc. formed a special committee for the transaction. Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor for Yext, Inc. BofA Securities, Inc. acted as financial advisor for Yext, Inc. Michael Walrath, Chief Executive Officer and Chairman of Yext, Inc. cancelled the acquisition of remaining majority stake in Yext, Inc. (NYSE:YEXT) in a management buyout transaction on February 2, 2026.Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to US$5.47, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Software industry in the US. Total loss to shareholders of 28% over the past three years.Recent Insider Transactions Derivative • Dec 23CFO & Principal Financial Officer exercised options and sold US$316k worth of stockOn the 20th of December, Darryl Bond exercised options to acquire 38k shares at no cost and sold these for an average price of US$8.33 per share. This trade did not impact their existing holding. Since March 2025, Darryl's direct individual holding has increased from 423.80k shares to 643.45k. Company insiders have collectively sold US$6.2m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Dec 15Consensus EPS estimates increase by 56%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.205 to US$0.32. Revenue forecast steady at US$449.0m. Net income forecast to grow 27% next year vs 19% growth forecast for Software industry in the US. Consensus price target of US$9.83 unchanged from last update. Share price fell 5.8% to US$8.31 over the past week.Reported Earnings • Dec 09Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2026 results: EPS: US$0.05 (up from US$0.10 loss in 3Q 2025). Revenue: US$112.0m (down 1.7% from 3Q 2025). Net income: US$6.14m (up US$18.9m from 3Q 2025). Profit margin: 5.5% (up from net loss in 3Q 2025). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 150%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions Derivative • Sep 23CFO & Principal Financial Officer exercised options and sold US$346k worth of stockOn the 20th of September, Darryl Bond exercised options to acquire 39k shares at no cost and sold these for an average price of US$8.81 per share. This trade did not impact their existing holding. Since December 2024, Darryl's direct individual holding has increased from 401.01k shares to 605.83k. Company insiders have collectively sold US$7.7m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Sep 16Consensus EPS estimates increase by 63%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.16 to US$0.26. Revenue forecast steady at US$449.9m. Net income forecast to grow 350% next year vs 24% growth forecast for Software industry in the US. Consensus price target of US$9.44 unchanged from last update. Share price was steady at US$8.79 over the past week.Reported Earnings • Sep 10Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: US$0.22 (up from US$0.032 loss in 2Q 2025). Revenue: US$113.1m (up 16% from 2Q 2025). Net income: US$26.8m (up US$30.8m from 2Q 2025). Profit margin: 24% (up from net loss in 2Q 2025). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 18Michael Walrath, Chief Executive Officer and Chairman of Yext, Inc. submitted a Non-Binding Acquisition Proposal to acquire remaining majority stake in Yext, Inc. (NYSE:YEXT) in a management buyout transaction.Michael Walrath, Chief Executive Officer and Chairman of Yext, Inc. submitted a Non-Binding Acquisition Proposal to acquire remaining majority stake in Yext, Inc. (NYSE:YEXT) in a management buyout transaction on August 18, 2025. A cash consideration valued at $9 per share will be paid by Michael Walrath. Post completion of this transaction, Michael Walrath will hold 100% stake in Yext. Walrath has indicated that the proposal is backed by reputable and well-capitalized financing sources that have expressed support for the proposal. The transaction is subject to consummation of due diligence investigation and definitive agreement. The Board of Directors of Yext, Inc. formed a special committee for the transaction. Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor for Yext, Inc. BofA Securities, Inc. acted as financial advisor for Yext, Inc.分析記事 • Jul 14An Intrinsic Calculation For Yext, Inc. (NYSE:YEXT) Suggests It's 48% UndervaluedKey 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...Recent Insider Transactions • Jun 12Executive VP recently sold US$259k worth of stockOn the 10th of June, Ho Shin sold around 30k shares on-market at roughly US$8.63 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.5m more than they bought in the last 12 months.分析記事 • Jun 10Yext, 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...Reported Earnings • Jun 04First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.006 (up from US$0.03 loss in 1Q 2025). Revenue: US$109.5m (up 14% from 1Q 2025). Net income: US$770.0k (up US$4.59m from 1Q 2025). Profit margin: 0.7% (up from net loss in 1Q 2025). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jun 04Price target increased by 7.9% to US$9.44Up from US$8.75, the current price target is an average from 4 analysts. New target price is 5.2% above last closing price of US$8.97. Stock is up 85% over the past year. The company is forecast to post earnings per share of US$0.16 next year compared to a net loss per share of US$0.22 last year.新しいナラティブ • May 28AI 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. お知らせ • May 28Yext, Inc. to Report Q1, 2026 Results on Jun 03, 2025Yext, Inc. announced that they will report Q1, 2026 results After-Market on Jun 03, 2025お知らせ • May 21Yext, Inc. Updates Earnings Guidance for First Quarter Ended April 30, 2025Yext, Inc. updated earnings guidance for first quarter ended April 30, 2025. For the period, the company now expects its results for the fiscal 2026 first quarter ended April 30, 2025 to be above its previously stated guidance ranges as provided in its quarterly shareholder letter dated March 5, 2025.お知らせ • Apr 29Yext, Inc., Annual General Meeting, Jun 11, 2025Yext, Inc., Annual General Meeting, Jun 11, 2025.Seeking Alpha • Apr 09Yext: Banking On New Products, But Customers Continue To SlipSummary 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 AlphaRecent Insider Transactions Derivative • Mar 23CFO & Chief Accounting Officer exercised options and sold US$152k worth of stockOn the 20th of March, Darryl Bond exercised options to acquire 24k shares at no cost and sold these for an average price of US$6.40 per share. This trade did not impact their existing holding. Since June 2024, Darryl's direct individual holding has increased from 331.08k shares to 401.01k. Company insiders have collectively sold US$3.0m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Mar 07Yext, Inc. Provides Financial Guidance for the First Fiscal Quarter Ending April 30, 2025Yext, Inc. provided financial guidance for the first fiscal quarter ending April 30, 2025. For the quarter, the company's revenue is projected to be in the range of $107.3 million to $107.8 million.Reported Earnings • Mar 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.22 loss per share (further deteriorated from US$0.021 loss in FY 2024). Revenue: US$421.0m (up 4.1% from FY 2024). Net loss: US$27.9m (loss widened US$25.3m from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 87%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 04Yext, Inc. Announces Yext ScoutYext, Inc. announced Yext Scout, a AI search and competitive intelligence agent. Designed to help brands navigate the evolving search landscape, Scout provides insights into visibility across traditional and AI search platforms, benchmarks performance against local competitors, and delivers prioritized, actionable recommendations. Integrated seamlessly within the Yext platform, Scout helps brands to act quickly on recommendations to improve visibility and perception across traditional and AI-driven search. Consumers are shifting from traditional keyword-based Google searches to AI platforms like ChatGPT, Gemini, Grok, and Perplexity. This shift is reshaping how consumers discover information, yet most brands lack the visibility to track their presence in AI-generated results or understand why competitors rank higher. Traditional SEO tools were not built for this new landscape, leaving marketers without insights into how their brand is perceived and positioned. By adopting a strategy optimized for AI search, brands can enhance their visibility, relevance, and market position, staying competitive in an evolving digital landscape. With this announcement, Yext further enhances its capabilities as a leading digital presence management platform by offering: Comprehensive Search Visibility: Monitor brand presence and sentiment across AI search platforms like ChatGPT, Google, Gemini, Perplexity, and Grok, as well as traditional search engines like Google and Bing at the national and hyper-local levels. Competitive Benchmarking: Understand how brand stacks up against competitors, uncover why they're winning, and gain insights to take the lead in local and AI search. Actionable Recommendations: Get prioritized, data-driven insights to improve visibility, sentiment, and rankings, ensuring that brand remains top-of-mind for AI search agents and human consumers alike. Effortless Execution: Take action to improve visibility and sentiment directly within the Yext platform, with a focus on the key drivers of online visibility, including listings accuracy, online reputation, web content, and social content.お知らせ • Feb 21Yext, Inc. to Report Q4, 2025 Results on Mar 05, 2025Yext, Inc. announced that they will report Q4, 2025 results After-Market on Mar 05, 2025お知らせ • Feb 11Yext, Inc. (NYSE:YEXT) acquired Places Scout.Yext, Inc. (NYSE:YEXT) acquired Places Scout for $20.3 million on February 7, 2025. Howard Bidna of Bidna & Keys served as legal advisor to Places Scout and Mark P. Holloway of Wilson Sonsini Goodrich & Rosati, P.C. served as legal advisor to Yext, Inc. (NYSE:YEXT). Yext, Inc. (NYSE:YEXT) completed the acquisition of Places Scout on February 10, 2025.お知らせ • Jan 31Yext, Inc. Announces Julie Richardson Intends to Resign as A Member of the Board, Effective January 31, 2025On January 28, 2025, Julie Richardson notified the board of directors (the “Board”) of Yext, Inc. (the “Company”) that, after nearly 10 years of service to the Company, she intended to resign as a member of the Board, effective at the conclusion of the Company's current fiscal year on January 31, 2025. Ms. Richardson’s resignation is not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices.分析記事 • Jan 04Investors 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...Recent Insider Transactions Derivative • Dec 27CFO & Chief Accounting Officer exercised options and sold US$151k worth of stockOn the 20th of December, Darryl Bond exercised options to acquire 24k shares at no cost and sold these for an average price of US$6.36 per share. This trade did not impact their existing holding. Since March 2024, Darryl's direct individual holding has increased from 297.31k shares to 378.22k. Company insiders have collectively sold US$2.9m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Dec 15CFO & Chief Accounting Officer recently sold US$152k worth of stockOn the 12th of December, Darryl Bond sold around 22k shares on-market at roughly US$6.92 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Darryl's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Dec 12CEO & Chairman of the Board notifies of intention to sell stockMichael Walrath intends to sell 300k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of December. If the sale is conducted around the recent share price of US$7.06, it would amount to US$2.1m. Since June 2024, Michael has owned 1.43m shares directly. Company insiders have collectively sold US$836k more than they bought, via options and on-market transactions in the last 12 months.Breakeven Date Change • Dec 11Forecast breakeven date pushed back to 2026The 4 analysts covering Yext previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$24.5m in 2026. Average annual earnings growth of 60% is required to achieve expected profit on schedule.Seeking Alpha • Dec 11Yext: 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 AlphaReported Earnings • Dec 10Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: US$0.10 loss per share (further deteriorated from US$0.004 loss in 3Q 2024). Revenue: US$114.0m (up 13% from 3Q 2024). Net loss: US$12.8m (loss widened US$12.3m from 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Dec 10Yext, Inc. Updates Earnings Guidance for the Full Year of Fiscal 2025Yext, Inc. updated earnings guidance for the full year of fiscal 2025 . For the year, company expected revenue in range of $420.3 million to $420.8 million .お知らせ • Nov 26Yext, Inc. to Report Q3, 2025 Results on Dec 09, 2024Yext, Inc. announced that they will report Q3, 2025 results After-Market on Dec 09, 2024お知らせ • Oct 09Yext, Inc. Expands AI Review Generation to Include Third-Party SitesYext, Inc. announced the launch of its expanded AI Review Generation solution. This powerful tool enables enterprises to request and manage reviews across more than 80 supported review sites, including Google and Facebook, alongside their own channels. The AI Review Generation feature streamlines the collection, management, and response workflows within a single platform, simplifying the process of building and protecting online reputations. Recent data from Yext reveals that 71% of customers consider reviews crucial to their trust in a brand, and 69% expect responses within a week. With generative review responses and automated replies, businesses can quickly manage numerous reviews in just minutes, significantly enhancing customer engagement while reducing the need for large teams. By generating reviews across multiple touchpoints, Yext helps enterprises increase review volume, improve discoverability, elevate star ratings, and foster stronger connections with their customers. The expanded Review Generation capabilities include customizable tools that simplify and quickly increase review collection: Review Invitations: Effortlessly invite customers to share their feedback with a selection of pre-built and customizable email and text templates, all featuring relevant brand information. Review Generation URLs: Generate more reviews with unique, localized URLs that can be shared through requests, business cards, ads, and receipts. Customizable Settings: Tailor review generation settings to meet specific goals, such as managing invitation frequency, overseeing first-party pages, and encouraging reviews on third-party sites. In-Platform Analytics: Monitor review performance across all locations with comprehensive analytics, including success rates, average ratings, and conversion rates. Ochsner Health is optimistic about the benefits third-party review generation will bring to its business: "We're excited about how the expanded capabilities in Yext's platform will enhance our ongoing reputation management efforts," said Maegan Floyd, Manager of Digital Marketing & Platforms at Ochsner Health. "It's important for us to ensure that patients feel heard and know that their feedback matters. The customizable tools and review collection process help us better understand and act on patient experiences. These advancements support our commitment to addressing patient needs while strengthening trust in care". Yext's enhanced Review Generation capabilities build on the recent launch of Yext Social, strengthening the company's leadership position in AI-driven reputation management solutions. By integrating solutions for social media and reviews, Yext equips brands with the tools necessary to improve customer engagement, cultivate brand trust, and enhance performance metrics--all within a single platform.Recent Insider Transactions Derivative • Sep 22CFO & Chief Accounting Officer exercised options and sold US$155k worth of stockOn the 20th of September, Darryl Bond exercised options to acquire 24k shares at no cost and sold these for an average price of US$6.54 per share. This trade did not impact their existing holding. Since December 2023, Darryl's direct individual holding has increased from 263.54k shares to 331.08k. Company insiders have collectively sold US$836k more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Sep 20Insider recently bought US$217k worth of stockOn the 19th of September, Seth Waugh bought around 33k shares on-market at roughly US$6.65 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$34k more in shares than they have sold in the last 12 months.Seeking Alpha • Sep 08Yext: Don't Buy This Dead Cat BounceSummary 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 AlphaReported Earnings • Sep 06Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: US$0.032 loss per share (further deteriorated from US$0.028 loss in 2Q 2024). Revenue: US$97.9m (down 4.6% from 2Q 2024). Net loss: US$4.06m (loss widened 18% from 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.お知らせ • Sep 05Yext, Inc. Adjusts Earnings Guidance for the Year 2025Yext, Inc. adjusts earnings guidance for the year 2025. For the full-year outlook adjusted to $420.0 million to $421.0 million of Revenue.お知らせ • Aug 22Yext, Inc. to Report Q2, 2025 Results on Sep 04, 2024Yext, Inc. announced that they will report Q2, 2025 results After-Market on Sep 04, 2024分析記事 • Jul 26Lacklustre Performance Is Driving Yext, Inc.'s (NYSE:YEXT) Low P/SWith a price-to-sales (or "P/S") ratio of 1.8x Yext, Inc. ( NYSE:YEXT ) may be sending very bullish signals at the...お知らせ • Jul 03Yext, Inc. Appoints Mark Davis to Its Board of DirectorsYext, Inc. announced that Mark Davis has been elected to its board of directors at its 2024 Annual Meeting of Stockholders, effective immediately. Davis has also been appointed as a member of the audit committee. Davis brings nearly four decades of diverse management and executive leadership experience from his tenure as an Audit & Assurance partner at Deloitte & Touche LLP.Throughout his career, Davis has been a trusted advisor to Fortune 500, privately held and pre-IPO companies, corporate boards and audit committees across a broad spectrum of industries. His extensive experience guiding over 50 clients through IPOs and advising on corporate governance and acquisition strategy positions him as a valuable addition to Yext’s leadership team.In his roles at Deloitte, Davis has advised a diverse group of public and privately held companies ranging from middle market to large multinational companies. His leadership has contributed to the success of the Emerging Growth Company (EGC) business, which has increased substantially with many active clients. His go-to-market approach for the creation of Deloitte Private also helped establish Deloitte as a leader in the space.Recent Insider Transactions • Jun 23Executive VP recently sold US$90k worth of stockOn the 21st of June, Ho Shin sold around 18k shares on-market at roughly US$5.04 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$244k more than they bought in the last 12 months.Seeking Alpha • Jun 19Yext: Not So BadSummary 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 AlphaPrice Target Changed • Jun 13Price target decreased by 12% to US$6.83Down from US$7.75, the current price target is an average from 3 analysts. New target price is 33% above last closing price of US$5.15. Stock is down 62% over the past year. The company is forecast to post earnings per share of US$0.02 next year compared to a net loss per share of US$0.021 last year.Reported Earnings • Jun 11First quarter 2025 earnings released: US$0.03 loss per share (vs US$0.003 loss in 1Q 2024)First quarter 2025 results: US$0.03 loss per share (further deteriorated from US$0.003 loss in 1Q 2024). Revenue: US$96.0m (down 3.5% from 1Q 2024). Net loss: US$3.82m (loss widened US$3.41m from 1Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Seeking Alpha • Jun 11Yext 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お知らせ • May 30Yext, Inc. to Report Q1, 2025 Results on Jun 10, 2024Yext, Inc. announced that they will report Q1, 2025 results After-Market on Jun 10, 2024お知らせ • May 01Yext, Inc., Annual General Meeting, Jun 12, 2024Yext, Inc., Annual General Meeting, Jun 12, 2024, at 08:30 US Eastern Standard Time. Agenda: To elect Mark Davis, Julie Richardson and Evan Skorpen as Class I directors to hold office until our Annual Meeting of Stockholders in 2027 and until his or her successor has been elected or appointed; to ratify the appointment of Ernst & Young LLP as an independent registered public accounting firm for the fiscal year ending January 31, 2025; to approve, on an advisory basis, the compensation of the named executive officers; and to transact any other business that may properly come before the Annual Meeting or any adjournment or postponement of the Annual Meeting.Seeking Alpha • Apr 25Yext: 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 10Yext: Waiting For Headline Growth To See Positive InflectionSummary 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お知らせ • Mar 26Locafy Launches Hotfrog Proximity Page Application Built in Collaboration with YextLocafy Limited announced the launch of Hotfrog Proximity Page, an application built in partnership with Yext. Hotfrog Proximity Page is a proprietary application that allows users to enhance their online presences and drive traffic to their main websites. Locafy's technology already uses the information included on Hotfrog.com, a top-20 free online directory which Locafy acquired in 2016, to create new landing pages1. This solution combines data from Yext's headless CMS, Yext Content, with Locafy's specialized SEO technology to empower local businesses to effortlessly create for themselves one or more dynamic landing pages that are optimized for SEO performance. Backed by Yext Content, the powerful knowledge graph that serves as a foundation for a brand's entire digital presence through the Yext platform, Hotfrog Proximity Page landing pages can seamlessly integrate with existing Yext accounts. With the application's web-sync feature, any changes made to a client's business listing information within the Yext platform automatically update on client websites backed by the application. This ensures that the essential data displayed on the landing pages is updated immediately and matches the information advertised across Yext's network of publishers. Several Locafy partners connected to Hotfrog's publishing API are currently piloting Hotfrog Proximity Page. Locafy anticipates a broader rollout of the application over the rest of 2024.Recent Insider Transactions Derivative • Mar 24CFO & Chief Accounting Officer exercised options and sold US$112k worth of stockOn the 20th of March, Darryl Bond exercised options to acquire 19k shares at no cost and sold these for an average price of US$5.88 per share. This trade did not impact their existing holding. Since March 2023, Darryl's direct individual holding has increased from 181.35k shares to 263.54k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Mar 17Yext: Rebound Finally In SightSummary 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 AlphaReported Earnings • Mar 08Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$0.021 loss per share (improved from US$0.53 loss in FY 2023). Revenue: US$404.3m (flat on FY 2023). Net loss: US$2.63m (loss narrowed 96% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 67%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.Breakeven Date Change • Mar 08Forecast breakeven date moved forward to 2025The 5 analysts covering Yext previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$88.8k in 2025. Earnings growth of 48% is required to achieve expected profit on schedule.Major Estimate Revision • Mar 05Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.052 to -US$0.06 per share. Revenue forecast unchanged at US$404.2m. Software industry in the US expected to see average net income growth of 21% next year. Consensus price target of US$7.83 unchanged from last update. Share price fell 5.7% to US$5.75 over the past week.お知らせ • Feb 22Yext, Inc. to Report Q4, 2024 Results on Mar 06, 2024Yext, Inc. announced that they will report Q4, 2024 results After-Market on Mar 06, 2024分析記事 • Feb 16Yext, Inc.'s (NYSE:YEXT) Intrinsic Value Is Potentially 94% Above Its Share PriceKey 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 13Yext: Hopes For A Rebound Are FadingSummary 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 08Yext, Inc.'s (NYSE:YEXT) Revenues Are Not Doing Enough For Some InvestorsYext, Inc.'s ( NYSE:YEXT ) price-to-sales (or "P/S") ratio of 1.7x might make it look like a strong buy right now...Recent Insider Transactions Derivative • Dec 22CFO & Chief Accounting Officer exercised options and sold US$155k worth of stockOn the 20th of December, Darryl Bond exercised options to acquire 27k shares at no cost and sold these for an average price of US$5.76 per share. This trade did not impact their existing holding. Since March 2023, Darryl's direct individual holding has increased from 181.35k shares to 237.69k. Company insiders have collectively sold US$2.6m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Dec 08Yext: Flawed Focus On ProfitsSummary 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 AlphaMajor Estimate Revision • Dec 07Consensus EPS estimates upgraded to US$0.052 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.085 to -US$0.052 per share. Revenue forecast steady at US$403.4m. Software industry in the US expected to see average net income growth of 15% next year. Consensus price target down from US$10.83 to US$7.83. Share price fell 19% to US$5.37 over the past week.New Risk • Dec 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Significant insider selling over the past 3 months (US$93k sold).Reported Earnings • Dec 07Third quarter 2024 earnings released: US$0.004 loss per share (vs US$0.10 loss in 3Q 2023)Third quarter 2024 results: US$0.004 loss per share (improved from US$0.10 loss in 3Q 2023). Revenue: US$101.2m (up 1.9% from 3Q 2023). Net loss: US$468.0k (loss narrowed 96% from 3Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.お知らせ • Dec 06Yext, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2024Yext, Inc. provided earnings guidance for the fourth quarter and full year of 2024. For the fourth quarter, the company expects revenue is projected to be in the range of $100.0 million to $100.5 million.For the full year, the company expects revenue is projected to be in the range of $403.2 million to $403.7 million.お知らせ • Nov 22Yext, Inc. to Report Q3, 2024 Results on Dec 05, 2023Yext, Inc. announced that they will report Q3, 2024 results After-Market on Dec 05, 2023Seeking Alpha • Oct 12Yext 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 01Yext: Some Encouraging Metrics, But No Growth Still A Big Red FlagSummary 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 AlphaRecent Insider Transactions Derivative • Sep 22President & COO exercised options and sold US$129k worth of stockOn the 20th of September, Marc Ferrentino exercised options to acquire 21k shares at no cost and sold these for an average price of US$6.19 per share. This trade did not impact their existing holding. Since December 2022, Marc's direct individual holding has increased from 244.23k shares to 328.74k. Company insiders have collectively sold US$2.7m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Sep 19Yext, Inc. Announces Resignation of Marc Ferrentino as President and Chief Operating Officer of the Company Effective September 30, 2023Yext, Inc. announced resignation of Marc Ferrentino as President and Chief Operating Officer of the Company effective September 30, 2023. Mr. Ferrentino will be transitioning to a new role as an advisor to the Company effective September 30, 2023.Major Estimate Revision • Sep 13Consensus EPS estimates upgraded to US$0.085 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.103 per share to -US$0.085 per share. Revenue forecast reaffirmed at US$406.4m. Software industry in the US expected to see average net income growth of 15% next year. Consensus price target down from US$11.67 to US$10.83. Share price fell 29% to US$6.46 over the past week.Seeking Alpha • Sep 11Yext: From AI Darling To Cheap SaaS Turnaround PlaySummary 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 AlphaReported Earnings • Sep 07Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: US$0.028 loss per share (improved from US$0.16 loss in 2Q 2023). Revenue: US$102.6m (up 1.7% from 2Q 2023). Net loss: US$3.44m (loss narrowed 83% from 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.7%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.業績と収益の成長予測NYSE:YEXT - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数1/31/2029453559411011/31/2028462489710931/31/202744432919214/30/2026445405356N/A1/31/2026447385356N/A10/31/2025448266365N/A7/31/202545076769N/A4/30/2025434-234850N/A1/31/2025421-284850N/A10/31/2024409-193840N/A7/31/2024396-75254N/A4/30/2024401-65558N/A1/31/2024404-34346N/A10/31/2023405-125154N/A7/31/2023403-244145N/A4/30/2023402-412127N/A1/31/2023401-661218N/A10/31/2022400-81511N/A7/31/2022400-94512N/A4/30/2022397-101-35N/A1/31/2022391-93822N/A10/31/2021382-88-618N/A7/31/2021371-86-1620N/A4/30/2021361-83-1437N/A1/31/2021355-95-641N/A10/31/2020344-107-71-12N/A7/31/2020331-128-84-36N/A4/30/2020315-132-65-32N/A1/31/2020299-122N/A-31N/A10/31/2019281-106N/A-12N/A7/31/2019263-87N/A-2N/A4/30/2019246-77N/A5N/A1/31/2019228-75N/A5N/A10/31/2018213-76N/A-28N/A7/31/2018198-70N/A-21N/A4/30/2018184-67N/A-23N/A1/31/2018170-67N/A-32N/A10/31/2017158-64N/A-31N/A7/31/2017145-57N/A-24N/A4/30/2017134-50N/A-24N/A1/31/2017124-43N/A-14N/A10/31/2016114-37N/A-6N/A1/31/201690-26N/A-11N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: YEXTの予測収益成長率 (年間13.8% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: YEXTの収益 ( 13.8% ) US市場 ( 17.9% ) よりも低い成長が予測されています。高成長収益: YEXTの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: YEXTの収益 ( 0.7% ) US市場 ( 12.5% ) よりも低い成長が予測されています。高い収益成長: YEXTの収益 ( 0.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: YEXTの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance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2026/06/10 06:12終値2026/06/10 00:00収益2026/04/30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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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 KnoblauchBerenbergNaved KhanB. Riley Securities, Inc.Thomas WhiteD.A. Davidson & Co.10 その他のアナリストを表示
Major Estimate Revision • Jun 09Consensus EPS estimates increase by 36%, revenue downgradedThe consensus outlook for fiscal year 2027 has been updated. 2027 revenue forecast fell from US$455.1m to US$443.6m. EPS estimate rose from US$0.258 to US$0.35. Net income forecast to shrink 9.6% next year vs 25% growth forecast for Software industry in the US . Consensus price target down from US$7.50 to US$5.67. Share price fell 9.5% to US$3.81 over the past week.
Price Target Changed • May 03Price target decreased by 15% to US$7.50Down from US$8.88, the current price target is an average from 4 analysts. New target price is 82% above last closing price of US$4.11. The company is forecast to post earnings per share of US$0.26 for next year compared to US$0.31 last year.
Major Estimate Revision • Dec 15Consensus EPS estimates increase by 56%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.205 to US$0.32. Revenue forecast steady at US$449.0m. Net income forecast to grow 27% next year vs 19% growth forecast for Software industry in the US. Consensus price target of US$9.83 unchanged from last update. Share price fell 5.8% to US$8.31 over the past week.
Major Estimate Revision • Sep 16Consensus EPS estimates increase by 63%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.16 to US$0.26. Revenue forecast steady at US$449.9m. Net income forecast to grow 350% next year vs 24% growth forecast for Software industry in the US. Consensus price target of US$9.44 unchanged from last update. Share price was steady at US$8.79 over the past week.
Price Target Changed • Jun 04Price target increased by 7.9% to US$9.44Up from US$8.75, the current price target is an average from 4 analysts. New target price is 5.2% above last closing price of US$8.97. Stock is up 85% over the past year. The company is forecast to post earnings per share of US$0.16 next year compared to a net loss per share of US$0.22 last year.
お知らせ • May 21Yext, Inc. Updates Earnings Guidance for First Quarter Ended April 30, 2025Yext, Inc. updated earnings guidance for first quarter ended April 30, 2025. For the period, the company now expects its results for the fiscal 2026 first quarter ended April 30, 2025 to be above its previously stated guidance ranges as provided in its quarterly shareholder letter dated March 5, 2025.
Major Estimate Revision • Jun 09Consensus EPS estimates increase by 36%, revenue downgradedThe consensus outlook for fiscal year 2027 has been updated. 2027 revenue forecast fell from US$455.1m to US$443.6m. EPS estimate rose from US$0.258 to US$0.35. Net income forecast to shrink 9.6% next year vs 25% growth forecast for Software industry in the US . Consensus price target down from US$7.50 to US$5.67. Share price fell 9.5% to US$3.81 over the past week.
ナラティブの更新 • Jun 04YEXT: Cost Discipline And Buybacks Will Support Turnaround Execution PotentialNarrative Update on Yext Analysts have trimmed their implied price expectations for Yext, as reflected in a lower modeled fair value from $7.50 to $6.75. They point to slower revenue growth, mixed Q4 and Q1 results, and reduced visibility on the turnaround, while still acknowledging improving profit margins and a lower projected future P/E.
New Risk • Jun 03New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Jun 03First quarter 2027 earnings: EPS and revenues miss analyst expectationsFirst quarter 2027 results: EPS: US$0.023 (up from US$0.006 in 1Q 2026). Revenue: US$107.9m (down 1.4% from 1Q 2026). Net income: US$2.63m (up 241% from 1Q 2026). Profit margin: 2.4% (up from 0.7% in 1Q 2026). Revenue missed analyst estimates by 3.7%. Earnings per share (EPS) also missed analyst estimates by 62%. Revenue is forecast to stay flat during the next 3 years compared to a 17% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has fallen by 34% per year, which means it is significantly lagging earnings.
Seeking Alpha • Jun 03Yext: Poor Underlying Economics And Weak Customer RetentionSummary Yext remains a value trap, with no visible catalysts for a rebound and worsening business fundamentals. I reiterate my sell rating on YEXT, citing declining customer retention and eroding economics despite sector rebounds elsewhere. The failed CEO-led buyout and subsequent stock decline highlight YEXT's lack of strategic direction and investor confidence. YEXT's investments in AI have reduced its gross margin while not boosting the top line, further supporting a bearish outlook. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 25%After last week's 25% share price gain to US$4.59, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 17x in the Software industry in the US. Total loss to shareholders of 50% over the past three years.
お知らせ • May 20+ 1 more updateYext Inc Launches Scout MCP And Scout APIYext, Inc. announced the launch of Scout MCP and Scout API, opening its visibility and competitive intelligence infrastructure to global partners and positioning Yext as the data layer for an agentic marketing era. Yext Scout is the most comprehensive visibility intelligence dataset available for local businesses. That dataset is now available to partners through two paths: Scout MCP and Scout API. Scout is the most comprehensive visibility intelligence dataset available for local businesses, analyzing 10 billion signals monthly across four AI models for over 12 million business locations and surfacing 150 visibility metrics across 20 competitors in every scan. That dataset is now available to partners through two paths: Scout MCP, which provides conversational, no-build-required access, and Scout API, which enables fully custom, white-labeled product experiences built on the same infrastructure powering Yext's own platform. Scout MCP and API are built to be that foundation, giving partners access to the visibility and competitive intelligence they need to extract those insights and bring them to every client conversation. Partners using Scout can walk into any client or prospect meeting and show that business exactly where it stands against its competitors in AI and local search. The insights span four areas: • Competitive intelligence and prospecting: Provide clients or prospects with a live view of exactly where they're losing to competitors across AI and local search. • AI citation and model analysis: Know which AI models are citing a brand, how often, and in what context and how that compares to the competitors including sentiment and themes. • SEO and AI search performance: Track how brands appear across both traditional and AI search surfaces, with 150 visibility metrics across 20 competitors per scan. • Prioritized action recommendations: Surface the highest-impact fixes, with a 90-day growth plan and paid media guidance built for prospect meetings and upsell conversations. Partners can access Scout through the UI for a ready-built experience, through the MCP for conversational access without any development work, or through the API for fully custom, white-labeled products. The same dataset powers all three. This announcement is part of Yext’s ongoing commitment to provide solutions partners need, including acting as the core intelligence layer as infrastructure they can build on. Partners who build on Scout inherit Yext's ongoing platform development without maintaining their own data pipelines. Every improvement Yext makes to Scout flows directly to partners, regardless of which access path they use. Scout MCP and API join Yext's Management API and Content Delivery API as part of a connected ecosystem built for how agencies need to operate. Scout MCP and API are available for early access starting.
ナラティブの更新 • May 05YEXT: Cost Discipline And Buybacks Will Support Future Upside PotentialYext'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.
Price Target Changed • May 03Price target decreased by 15% to US$7.50Down from US$8.88, the current price target is an average from 4 analysts. New target price is 82% above last closing price of US$4.11. The company is forecast to post earnings per share of US$0.26 for next year compared to US$0.31 last year.
お知らせ • Apr 29Yext, Inc., Annual General Meeting, Jun 10, 2026Yext, Inc., Annual General Meeting, Jun 10, 2026.
ナラティブの更新 • Apr 19YEXT: Cost Discipline And Buybacks Will Support Future Repricing PotentialAnalysts 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 04YEXT: Share Repurchases And Cost Discipline Will Support Future Repricing PotentialNarrative 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 20YEXT: Share Repurchases And Cancelled Buyout Will Support Future Repricing PotentialAnalysts 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.
ナラティブの更新 • Mar 06YEXT: Share Repurchase Plan And Cancelled Buyout Will Support Future Upside PotentialAnalysts 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.
お知らせ • Feb 24Yext, Inc. to Report Q4, 2026 Results on Mar 09, 2026Yext, Inc. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 09, 2026
ナラティブの更新 • Feb 18YEXT: Share Repurchase And Cancelled Buyout Will Support Future Upside PotentialAnalysts 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.
お知らせ • Feb 13Yext, Inc. (NYSE:YEXT) announces an Equity Buyback for $180 million worth of its shares.Yext, Inc. (NYSE:YEXT) announces a share repurchase program. Under the program, the company will repurchase up to $180 million worth of its shares. The shares will repurchased at a per share purchase price of not less than $5.75 nor greater than $6.50 per share. The purpose of the offer is to obtain liquidity without potential disruption to the share price. The company expects to fund the repurchases with cash on hand and borrowings under our existing credit facilities. If the offer is oversubscribed, the company will prorate the number of shares accepted for payment. The company can exercise the Tender Clause to repurchase over and above of what it plans by 2%. The program is valid until March 12, 2026. As of January 31, 2026, there were 122,933,027 shares issued and outstanding.
ナラティブの更新 • Feb 04YEXT: Cancelled Management Buyout Will Support Future Upside PotentialAnalysts 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).
お知らせ • Feb 03Michael Walrath, Chief Executive Officer and Chairman of Yext, Inc. cancelled the acquisition of remaining majority stake in Yext, Inc. (NYSE:YEXT) in a management buyout transaction.Michael Walrath, Chief Executive Officer and Chairman of Yext, Inc. submitted a Non-Binding Acquisition Proposal to acquire remaining majority stake in Yext, Inc. (NYSE:YEXT) in a management buyout transaction on August 18, 2025. A cash consideration valued at $9 per share will be paid by Michael Walrath. Post completion of this transaction, Michael Walrath will hold 100% stake in Yext. Walrath has indicated that the proposal is backed by reputable and well-capitalized financing sources that have expressed support for the proposal. The transaction is subject to consummation of due diligence investigation and definitive agreement. The Board of Directors of Yext, Inc. formed a special committee for the transaction. Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor for Yext, Inc. BofA Securities, Inc. acted as financial advisor for Yext, Inc. Michael Walrath, Chief Executive Officer and Chairman of Yext, Inc. cancelled the acquisition of remaining majority stake in Yext, Inc. (NYSE:YEXT) in a management buyout transaction on February 2, 2026.
Valuation Update With 7 Day Price Move • Feb 02Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to US$5.47, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Software industry in the US. Total loss to shareholders of 28% over the past three years.
Recent Insider Transactions Derivative • Dec 23CFO & Principal Financial Officer exercised options and sold US$316k worth of stockOn the 20th of December, Darryl Bond exercised options to acquire 38k shares at no cost and sold these for an average price of US$8.33 per share. This trade did not impact their existing holding. Since March 2025, Darryl's direct individual holding has increased from 423.80k shares to 643.45k. Company insiders have collectively sold US$6.2m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Dec 15Consensus EPS estimates increase by 56%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.205 to US$0.32. Revenue forecast steady at US$449.0m. Net income forecast to grow 27% next year vs 19% growth forecast for Software industry in the US. Consensus price target of US$9.83 unchanged from last update. Share price fell 5.8% to US$8.31 over the past week.
Reported Earnings • Dec 09Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2026 results: EPS: US$0.05 (up from US$0.10 loss in 3Q 2025). Revenue: US$112.0m (down 1.7% from 3Q 2025). Net income: US$6.14m (up US$18.9m from 3Q 2025). Profit margin: 5.5% (up from net loss in 3Q 2025). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 150%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions Derivative • Sep 23CFO & Principal Financial Officer exercised options and sold US$346k worth of stockOn the 20th of September, Darryl Bond exercised options to acquire 39k shares at no cost and sold these for an average price of US$8.81 per share. This trade did not impact their existing holding. Since December 2024, Darryl's direct individual holding has increased from 401.01k shares to 605.83k. Company insiders have collectively sold US$7.7m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Sep 16Consensus EPS estimates increase by 63%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.16 to US$0.26. Revenue forecast steady at US$449.9m. Net income forecast to grow 350% next year vs 24% growth forecast for Software industry in the US. Consensus price target of US$9.44 unchanged from last update. Share price was steady at US$8.79 over the past week.
Reported Earnings • Sep 10Second quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2026 results: EPS: US$0.22 (up from US$0.032 loss in 2Q 2025). Revenue: US$113.1m (up 16% from 2Q 2025). Net income: US$26.8m (up US$30.8m from 2Q 2025). Profit margin: 24% (up from net loss in 2Q 2025). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 18Michael Walrath, Chief Executive Officer and Chairman of Yext, Inc. submitted a Non-Binding Acquisition Proposal to acquire remaining majority stake in Yext, Inc. (NYSE:YEXT) in a management buyout transaction.Michael Walrath, Chief Executive Officer and Chairman of Yext, Inc. submitted a Non-Binding Acquisition Proposal to acquire remaining majority stake in Yext, Inc. (NYSE:YEXT) in a management buyout transaction on August 18, 2025. A cash consideration valued at $9 per share will be paid by Michael Walrath. Post completion of this transaction, Michael Walrath will hold 100% stake in Yext. Walrath has indicated that the proposal is backed by reputable and well-capitalized financing sources that have expressed support for the proposal. The transaction is subject to consummation of due diligence investigation and definitive agreement. The Board of Directors of Yext, Inc. formed a special committee for the transaction. Wilson Sonsini Goodrich & Rosati, P.C. acted as legal advisor for Yext, Inc. BofA Securities, Inc. acted as financial advisor for Yext, Inc.
分析記事 • Jul 14An Intrinsic Calculation For Yext, Inc. (NYSE:YEXT) Suggests It's 48% UndervaluedKey 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...
Recent Insider Transactions • Jun 12Executive VP recently sold US$259k worth of stockOn the 10th of June, Ho Shin sold around 30k shares on-market at roughly US$8.63 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.5m more than they bought in the last 12 months.
分析記事 • Jun 10Yext, 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...
Reported Earnings • Jun 04First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.006 (up from US$0.03 loss in 1Q 2025). Revenue: US$109.5m (up 14% from 1Q 2025). Net income: US$770.0k (up US$4.59m from 1Q 2025). Profit margin: 0.7% (up from net loss in 1Q 2025). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jun 04Price target increased by 7.9% to US$9.44Up from US$8.75, the current price target is an average from 4 analysts. New target price is 5.2% above last closing price of US$8.97. Stock is up 85% over the past year. The company is forecast to post earnings per share of US$0.16 next year compared to a net loss per share of US$0.22 last year.
新しいナラティブ • May 28AI 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.
お知らせ • May 28Yext, Inc. to Report Q1, 2026 Results on Jun 03, 2025Yext, Inc. announced that they will report Q1, 2026 results After-Market on Jun 03, 2025
お知らせ • May 21Yext, Inc. Updates Earnings Guidance for First Quarter Ended April 30, 2025Yext, Inc. updated earnings guidance for first quarter ended April 30, 2025. For the period, the company now expects its results for the fiscal 2026 first quarter ended April 30, 2025 to be above its previously stated guidance ranges as provided in its quarterly shareholder letter dated March 5, 2025.
お知らせ • Apr 29Yext, Inc., Annual General Meeting, Jun 11, 2025Yext, Inc., Annual General Meeting, Jun 11, 2025.
Seeking Alpha • Apr 09Yext: Banking On New Products, But Customers Continue To SlipSummary 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
Recent Insider Transactions Derivative • Mar 23CFO & Chief Accounting Officer exercised options and sold US$152k worth of stockOn the 20th of March, Darryl Bond exercised options to acquire 24k shares at no cost and sold these for an average price of US$6.40 per share. This trade did not impact their existing holding. Since June 2024, Darryl's direct individual holding has increased from 331.08k shares to 401.01k. Company insiders have collectively sold US$3.0m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Mar 07Yext, Inc. Provides Financial Guidance for the First Fiscal Quarter Ending April 30, 2025Yext, Inc. provided financial guidance for the first fiscal quarter ending April 30, 2025. For the quarter, the company's revenue is projected to be in the range of $107.3 million to $107.8 million.
Reported Earnings • Mar 06Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: US$0.22 loss per share (further deteriorated from US$0.021 loss in FY 2024). Revenue: US$421.0m (up 4.1% from FY 2024). Net loss: US$27.9m (loss widened US$25.3m from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 87%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 04Yext, Inc. Announces Yext ScoutYext, Inc. announced Yext Scout, a AI search and competitive intelligence agent. Designed to help brands navigate the evolving search landscape, Scout provides insights into visibility across traditional and AI search platforms, benchmarks performance against local competitors, and delivers prioritized, actionable recommendations. Integrated seamlessly within the Yext platform, Scout helps brands to act quickly on recommendations to improve visibility and perception across traditional and AI-driven search. Consumers are shifting from traditional keyword-based Google searches to AI platforms like ChatGPT, Gemini, Grok, and Perplexity. This shift is reshaping how consumers discover information, yet most brands lack the visibility to track their presence in AI-generated results or understand why competitors rank higher. Traditional SEO tools were not built for this new landscape, leaving marketers without insights into how their brand is perceived and positioned. By adopting a strategy optimized for AI search, brands can enhance their visibility, relevance, and market position, staying competitive in an evolving digital landscape. With this announcement, Yext further enhances its capabilities as a leading digital presence management platform by offering: Comprehensive Search Visibility: Monitor brand presence and sentiment across AI search platforms like ChatGPT, Google, Gemini, Perplexity, and Grok, as well as traditional search engines like Google and Bing at the national and hyper-local levels. Competitive Benchmarking: Understand how brand stacks up against competitors, uncover why they're winning, and gain insights to take the lead in local and AI search. Actionable Recommendations: Get prioritized, data-driven insights to improve visibility, sentiment, and rankings, ensuring that brand remains top-of-mind for AI search agents and human consumers alike. Effortless Execution: Take action to improve visibility and sentiment directly within the Yext platform, with a focus on the key drivers of online visibility, including listings accuracy, online reputation, web content, and social content.
お知らせ • Feb 21Yext, Inc. to Report Q4, 2025 Results on Mar 05, 2025Yext, Inc. announced that they will report Q4, 2025 results After-Market on Mar 05, 2025
お知らせ • Feb 11Yext, Inc. (NYSE:YEXT) acquired Places Scout.Yext, Inc. (NYSE:YEXT) acquired Places Scout for $20.3 million on February 7, 2025. Howard Bidna of Bidna & Keys served as legal advisor to Places Scout and Mark P. Holloway of Wilson Sonsini Goodrich & Rosati, P.C. served as legal advisor to Yext, Inc. (NYSE:YEXT). Yext, Inc. (NYSE:YEXT) completed the acquisition of Places Scout on February 10, 2025.
お知らせ • Jan 31Yext, Inc. Announces Julie Richardson Intends to Resign as A Member of the Board, Effective January 31, 2025On January 28, 2025, Julie Richardson notified the board of directors (the “Board”) of Yext, Inc. (the “Company”) that, after nearly 10 years of service to the Company, she intended to resign as a member of the Board, effective at the conclusion of the Company's current fiscal year on January 31, 2025. Ms. Richardson’s resignation is not the result of any disagreement with the Company on any matter relating to the Company’s operations, policies, or practices.
分析記事 • Jan 04Investors 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...
Recent Insider Transactions Derivative • Dec 27CFO & Chief Accounting Officer exercised options and sold US$151k worth of stockOn the 20th of December, Darryl Bond exercised options to acquire 24k shares at no cost and sold these for an average price of US$6.36 per share. This trade did not impact their existing holding. Since March 2024, Darryl's direct individual holding has increased from 297.31k shares to 378.22k. Company insiders have collectively sold US$2.9m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Dec 15CFO & Chief Accounting Officer recently sold US$152k worth of stockOn the 12th of December, Darryl Bond sold around 22k shares on-market at roughly US$6.92 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Darryl's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Dec 12CEO & Chairman of the Board notifies of intention to sell stockMichael Walrath intends to sell 300k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of December. If the sale is conducted around the recent share price of US$7.06, it would amount to US$2.1m. Since June 2024, Michael has owned 1.43m shares directly. Company insiders have collectively sold US$836k more than they bought, via options and on-market transactions in the last 12 months.
Breakeven Date Change • Dec 11Forecast breakeven date pushed back to 2026The 4 analysts covering Yext previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of US$24.5m in 2026. Average annual earnings growth of 60% is required to achieve expected profit on schedule.
Seeking Alpha • Dec 11Yext: 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
Reported Earnings • Dec 10Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: US$0.10 loss per share (further deteriorated from US$0.004 loss in 3Q 2024). Revenue: US$114.0m (up 13% from 3Q 2024). Net loss: US$12.8m (loss widened US$12.3m from 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Dec 10Yext, Inc. Updates Earnings Guidance for the Full Year of Fiscal 2025Yext, Inc. updated earnings guidance for the full year of fiscal 2025 . For the year, company expected revenue in range of $420.3 million to $420.8 million .
お知らせ • Nov 26Yext, Inc. to Report Q3, 2025 Results on Dec 09, 2024Yext, Inc. announced that they will report Q3, 2025 results After-Market on Dec 09, 2024
お知らせ • Oct 09Yext, Inc. Expands AI Review Generation to Include Third-Party SitesYext, Inc. announced the launch of its expanded AI Review Generation solution. This powerful tool enables enterprises to request and manage reviews across more than 80 supported review sites, including Google and Facebook, alongside their own channels. The AI Review Generation feature streamlines the collection, management, and response workflows within a single platform, simplifying the process of building and protecting online reputations. Recent data from Yext reveals that 71% of customers consider reviews crucial to their trust in a brand, and 69% expect responses within a week. With generative review responses and automated replies, businesses can quickly manage numerous reviews in just minutes, significantly enhancing customer engagement while reducing the need for large teams. By generating reviews across multiple touchpoints, Yext helps enterprises increase review volume, improve discoverability, elevate star ratings, and foster stronger connections with their customers. The expanded Review Generation capabilities include customizable tools that simplify and quickly increase review collection: Review Invitations: Effortlessly invite customers to share their feedback with a selection of pre-built and customizable email and text templates, all featuring relevant brand information. Review Generation URLs: Generate more reviews with unique, localized URLs that can be shared through requests, business cards, ads, and receipts. Customizable Settings: Tailor review generation settings to meet specific goals, such as managing invitation frequency, overseeing first-party pages, and encouraging reviews on third-party sites. In-Platform Analytics: Monitor review performance across all locations with comprehensive analytics, including success rates, average ratings, and conversion rates. Ochsner Health is optimistic about the benefits third-party review generation will bring to its business: "We're excited about how the expanded capabilities in Yext's platform will enhance our ongoing reputation management efforts," said Maegan Floyd, Manager of Digital Marketing & Platforms at Ochsner Health. "It's important for us to ensure that patients feel heard and know that their feedback matters. The customizable tools and review collection process help us better understand and act on patient experiences. These advancements support our commitment to addressing patient needs while strengthening trust in care". Yext's enhanced Review Generation capabilities build on the recent launch of Yext Social, strengthening the company's leadership position in AI-driven reputation management solutions. By integrating solutions for social media and reviews, Yext equips brands with the tools necessary to improve customer engagement, cultivate brand trust, and enhance performance metrics--all within a single platform.
Recent Insider Transactions Derivative • Sep 22CFO & Chief Accounting Officer exercised options and sold US$155k worth of stockOn the 20th of September, Darryl Bond exercised options to acquire 24k shares at no cost and sold these for an average price of US$6.54 per share. This trade did not impact their existing holding. Since December 2023, Darryl's direct individual holding has increased from 263.54k shares to 331.08k. Company insiders have collectively sold US$836k more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Sep 20Insider recently bought US$217k worth of stockOn the 19th of September, Seth Waugh bought around 33k shares on-market at roughly US$6.65 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$34k more in shares than they have sold in the last 12 months.
Seeking Alpha • Sep 08Yext: Don't Buy This Dead Cat BounceSummary 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
Reported Earnings • Sep 06Second quarter 2025 earnings: EPS exceeds analyst expectationsSecond quarter 2025 results: US$0.032 loss per share (further deteriorated from US$0.028 loss in 2Q 2024). Revenue: US$97.9m (down 4.6% from 2Q 2024). Net loss: US$4.06m (loss widened 18% from 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
お知らせ • Sep 05Yext, Inc. Adjusts Earnings Guidance for the Year 2025Yext, Inc. adjusts earnings guidance for the year 2025. For the full-year outlook adjusted to $420.0 million to $421.0 million of Revenue.
お知らせ • Aug 22Yext, Inc. to Report Q2, 2025 Results on Sep 04, 2024Yext, Inc. announced that they will report Q2, 2025 results After-Market on Sep 04, 2024
分析記事 • Jul 26Lacklustre Performance Is Driving Yext, Inc.'s (NYSE:YEXT) Low P/SWith a price-to-sales (or "P/S") ratio of 1.8x Yext, Inc. ( NYSE:YEXT ) may be sending very bullish signals at the...
お知らせ • Jul 03Yext, Inc. Appoints Mark Davis to Its Board of DirectorsYext, Inc. announced that Mark Davis has been elected to its board of directors at its 2024 Annual Meeting of Stockholders, effective immediately. Davis has also been appointed as a member of the audit committee. Davis brings nearly four decades of diverse management and executive leadership experience from his tenure as an Audit & Assurance partner at Deloitte & Touche LLP.Throughout his career, Davis has been a trusted advisor to Fortune 500, privately held and pre-IPO companies, corporate boards and audit committees across a broad spectrum of industries. His extensive experience guiding over 50 clients through IPOs and advising on corporate governance and acquisition strategy positions him as a valuable addition to Yext’s leadership team.In his roles at Deloitte, Davis has advised a diverse group of public and privately held companies ranging from middle market to large multinational companies. His leadership has contributed to the success of the Emerging Growth Company (EGC) business, which has increased substantially with many active clients. His go-to-market approach for the creation of Deloitte Private also helped establish Deloitte as a leader in the space.
Recent Insider Transactions • Jun 23Executive VP recently sold US$90k worth of stockOn the 21st of June, Ho Shin sold around 18k shares on-market at roughly US$5.04 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$244k more than they bought in the last 12 months.
Seeking Alpha • Jun 19Yext: Not So BadSummary 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
Price Target Changed • Jun 13Price target decreased by 12% to US$6.83Down from US$7.75, the current price target is an average from 3 analysts. New target price is 33% above last closing price of US$5.15. Stock is down 62% over the past year. The company is forecast to post earnings per share of US$0.02 next year compared to a net loss per share of US$0.021 last year.
Reported Earnings • Jun 11First quarter 2025 earnings released: US$0.03 loss per share (vs US$0.003 loss in 1Q 2024)First quarter 2025 results: US$0.03 loss per share (further deteriorated from US$0.003 loss in 1Q 2024). Revenue: US$96.0m (down 3.5% from 1Q 2024). Net loss: US$3.82m (loss widened US$3.41m from 1Q 2024). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Seeking Alpha • Jun 11Yext 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
お知らせ • May 30Yext, Inc. to Report Q1, 2025 Results on Jun 10, 2024Yext, Inc. announced that they will report Q1, 2025 results After-Market on Jun 10, 2024
お知らせ • May 01Yext, Inc., Annual General Meeting, Jun 12, 2024Yext, Inc., Annual General Meeting, Jun 12, 2024, at 08:30 US Eastern Standard Time. Agenda: To elect Mark Davis, Julie Richardson and Evan Skorpen as Class I directors to hold office until our Annual Meeting of Stockholders in 2027 and until his or her successor has been elected or appointed; to ratify the appointment of Ernst & Young LLP as an independent registered public accounting firm for the fiscal year ending January 31, 2025; to approve, on an advisory basis, the compensation of the named executive officers; and to transact any other business that may properly come before the Annual Meeting or any adjournment or postponement of the Annual Meeting.
Seeking Alpha • Apr 25Yext: 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 10Yext: Waiting For Headline Growth To See Positive InflectionSummary 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
お知らせ • Mar 26Locafy Launches Hotfrog Proximity Page Application Built in Collaboration with YextLocafy Limited announced the launch of Hotfrog Proximity Page, an application built in partnership with Yext. Hotfrog Proximity Page is a proprietary application that allows users to enhance their online presences and drive traffic to their main websites. Locafy's technology already uses the information included on Hotfrog.com, a top-20 free online directory which Locafy acquired in 2016, to create new landing pages1. This solution combines data from Yext's headless CMS, Yext Content, with Locafy's specialized SEO technology to empower local businesses to effortlessly create for themselves one or more dynamic landing pages that are optimized for SEO performance. Backed by Yext Content, the powerful knowledge graph that serves as a foundation for a brand's entire digital presence through the Yext platform, Hotfrog Proximity Page landing pages can seamlessly integrate with existing Yext accounts. With the application's web-sync feature, any changes made to a client's business listing information within the Yext platform automatically update on client websites backed by the application. This ensures that the essential data displayed on the landing pages is updated immediately and matches the information advertised across Yext's network of publishers. Several Locafy partners connected to Hotfrog's publishing API are currently piloting Hotfrog Proximity Page. Locafy anticipates a broader rollout of the application over the rest of 2024.
Recent Insider Transactions Derivative • Mar 24CFO & Chief Accounting Officer exercised options and sold US$112k worth of stockOn the 20th of March, Darryl Bond exercised options to acquire 19k shares at no cost and sold these for an average price of US$5.88 per share. This trade did not impact their existing holding. Since March 2023, Darryl's direct individual holding has increased from 181.35k shares to 263.54k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Mar 17Yext: Rebound Finally In SightSummary 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
Reported Earnings • Mar 08Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: US$0.021 loss per share (improved from US$0.53 loss in FY 2023). Revenue: US$404.3m (flat on FY 2023). Net loss: US$2.63m (loss narrowed 96% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 67%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Mar 08Forecast breakeven date moved forward to 2025The 5 analysts covering Yext previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of US$88.8k in 2025. Earnings growth of 48% is required to achieve expected profit on schedule.
Major Estimate Revision • Mar 05Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.052 to -US$0.06 per share. Revenue forecast unchanged at US$404.2m. Software industry in the US expected to see average net income growth of 21% next year. Consensus price target of US$7.83 unchanged from last update. Share price fell 5.7% to US$5.75 over the past week.
お知らせ • Feb 22Yext, Inc. to Report Q4, 2024 Results on Mar 06, 2024Yext, Inc. announced that they will report Q4, 2024 results After-Market on Mar 06, 2024
分析記事 • Feb 16Yext, Inc.'s (NYSE:YEXT) Intrinsic Value Is Potentially 94% Above Its Share PriceKey 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 13Yext: Hopes For A Rebound Are FadingSummary 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 08Yext, Inc.'s (NYSE:YEXT) Revenues Are Not Doing Enough For Some InvestorsYext, Inc.'s ( NYSE:YEXT ) price-to-sales (or "P/S") ratio of 1.7x might make it look like a strong buy right now...
Recent Insider Transactions Derivative • Dec 22CFO & Chief Accounting Officer exercised options and sold US$155k worth of stockOn the 20th of December, Darryl Bond exercised options to acquire 27k shares at no cost and sold these for an average price of US$5.76 per share. This trade did not impact their existing holding. Since March 2023, Darryl's direct individual holding has increased from 181.35k shares to 237.69k. Company insiders have collectively sold US$2.6m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Dec 08Yext: Flawed Focus On ProfitsSummary 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
Major Estimate Revision • Dec 07Consensus EPS estimates upgraded to US$0.052 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.085 to -US$0.052 per share. Revenue forecast steady at US$403.4m. Software industry in the US expected to see average net income growth of 15% next year. Consensus price target down from US$10.83 to US$7.83. Share price fell 19% to US$5.37 over the past week.
New Risk • Dec 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.3% average weekly change). Significant insider selling over the past 3 months (US$93k sold).
Reported Earnings • Dec 07Third quarter 2024 earnings released: US$0.004 loss per share (vs US$0.10 loss in 3Q 2023)Third quarter 2024 results: US$0.004 loss per share (improved from US$0.10 loss in 3Q 2023). Revenue: US$101.2m (up 1.9% from 3Q 2023). Net loss: US$468.0k (loss narrowed 96% from 3Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
お知らせ • Dec 06Yext, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2024Yext, Inc. provided earnings guidance for the fourth quarter and full year of 2024. For the fourth quarter, the company expects revenue is projected to be in the range of $100.0 million to $100.5 million.For the full year, the company expects revenue is projected to be in the range of $403.2 million to $403.7 million.
お知らせ • Nov 22Yext, Inc. to Report Q3, 2024 Results on Dec 05, 2023Yext, Inc. announced that they will report Q3, 2024 results After-Market on Dec 05, 2023
Seeking Alpha • Oct 12Yext 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 01Yext: Some Encouraging Metrics, But No Growth Still A Big Red FlagSummary 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
Recent Insider Transactions Derivative • Sep 22President & COO exercised options and sold US$129k worth of stockOn the 20th of September, Marc Ferrentino exercised options to acquire 21k shares at no cost and sold these for an average price of US$6.19 per share. This trade did not impact their existing holding. Since December 2022, Marc's direct individual holding has increased from 244.23k shares to 328.74k. Company insiders have collectively sold US$2.7m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Sep 19Yext, Inc. Announces Resignation of Marc Ferrentino as President and Chief Operating Officer of the Company Effective September 30, 2023Yext, Inc. announced resignation of Marc Ferrentino as President and Chief Operating Officer of the Company effective September 30, 2023. Mr. Ferrentino will be transitioning to a new role as an advisor to the Company effective September 30, 2023.
Major Estimate Revision • Sep 13Consensus EPS estimates upgraded to US$0.085 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.103 per share to -US$0.085 per share. Revenue forecast reaffirmed at US$406.4m. Software industry in the US expected to see average net income growth of 15% next year. Consensus price target down from US$11.67 to US$10.83. Share price fell 29% to US$6.46 over the past week.
Seeking Alpha • Sep 11Yext: From AI Darling To Cheap SaaS Turnaround PlaySummary 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
Reported Earnings • Sep 07Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: US$0.028 loss per share (improved from US$0.16 loss in 2Q 2023). Revenue: US$102.6m (up 1.7% from 2Q 2023). Net loss: US$3.44m (loss narrowed 83% from 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.7%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
