View Past PerformanceYext 대차대조표 건전성재무 건전성 기준 점검 4/6Yext 의 총 주주 지분은 $159.4M 이고 총 부채는 $98.0M, 이는 부채 대 자기자본 비율을 61.4% 로 가져옵니다. 총자산과 총부채는 각각 $621.8M 및 $462.4M 입니다.핵심 정보61.45%부채/자본 비율US$97.96m부채이자보상배율n/a현금US$154.12m자본US$159.42m총부채US$462.36m총자산US$621.78m최근 재무 건전성 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • 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.내러티브 업데이트 • 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.공시 • Apr 29Yext, Inc., Annual General Meeting, Jun 10, 2026Yext, Inc., Annual General Meeting, Jun 10, 2026.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.Seeking Alpha • Mar 11Yext: With Buyout No Longer On The Table, This Declining Software Company Is Risky (Downgrade)Summary Yext (YEXT) faces persistent revenue declines, ARR stagnation, and customer churn, undermining its positioning as an AI-era discovery platform. The withdrawal of the $9/share CEO-led buyout bid eliminates a key exit catalyst and signals diminished insider confidence. YEXT's pivot toward larger customers has not stemmed churn, and both segments are contracting, raising doubts about the new strategy. Planned $140M buyback could deplete cash and increase debt, compounding risks as profitability remains uncertain; I downgrade YEXT to sell. Read the full article on Seeking Alpha내러티브 업데이트 • 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.공시 • 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, 2026내러티브 업데이트 • 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.공시 • 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.내러티브 업데이트 • 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).공시 • 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.공시 • 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.분석 기사 • 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.분석 기사 • 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.새로운 내러티브 • 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. 공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.분석 기사 • 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.공시 • 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 .공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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, 2024분석 기사 • 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...공시 • 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 Alpha공시 • 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, 2024공시 • 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 Alpha공시 • 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.공시 • 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, 2024분석 기사 • 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 Alpha분석 기사 • 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.공시 • 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.공시 • 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.공시 • 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 AlphaNew Risk • Sep 07New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$24m Forecast net loss in 2 years: US$3.1m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.공시 • Sep 07Yext, Inc. Provides Earnings Guidance for the Third Fiscal Quarter Ending October 31, 2023 and Fiscal Year Ending January 31, 2024Yext, Inc. provided earnings guidance for the third fiscal quarter ending October 31, 2023 and fiscal year ending January 31, 2024. For the quarter, the company's revenue is projected to be in the range of $101.5 million to $102.5 million. For the fiscal year ending January 31, 2024, the company's revenue is projected to be in the range of $405.0 million to $407.0 million.Seeking Alpha • Aug 30Yext Q2 Earnings Preview: Analyst Expectations Have ModeratedSummary Yext's recent selloff post-Q1 results has created significant uncertainty in its stock's trajectory. The company's struggle to boost its revenue growth rates remains a major concern for investors, as it impacts the stock's investment appeal. While Yext holds a clean balance sheet and generates free cash flows, its valuation isn't deeply undervalued, considering the current state of its top line revenue. Read the full article on Seeking Alpha공시 • Aug 24Yext, Inc. to Report Q2, 2024 Results on Sep 06, 2023Yext, Inc. announced that they will report Q2, 2024 results After-Market on Sep 06, 2023Buying Opportunity • Aug 08Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be US$11.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 8.4% in 2 years. Earnings is forecast to grow by 96% in the next 2 years.재무 상태 분석단기부채: YEXT 의 단기 자산 ( $317.8M )이 단기 부채( $296.8M ).장기 부채: YEXT의 단기 자산($317.8M)이 장기 부채($165.6M)를 초과합니다.부채/자본 비율 추이 및 분석부채 수준: YEXT 총 부채보다 더 많은 현금을 보유하고 있습니다.부채 감소: YEXT의 부채 대비 자본 비율은 지난 5년 동안 0%에서 61.4%로 증가했습니다.부채 범위: YEXT 의 부채는 영업 현금 흐름 ( 57% )에 의해 잘 충당되었습니다.이자 보장: YEXT 의 부채에 대한 이자 지급이 EBIT에 의해 잘 충당되었는지 판단할 데이터가 부족합니다.대차대조표건전한 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 건실한 기업.View Dividend기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 15:39종가2026/05/22 00:00수익2026/01/31연간 수익2026/01/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Yext, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Brett KnoblauchBerenbergNaved KhanB. Riley Securities, Inc.Thomas WhiteD.A. Davidson & Co.10명의 분석가 더 보기
공시 • 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.
내러티브 업데이트 • 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.
공시 • Apr 29Yext, Inc., Annual General Meeting, Jun 10, 2026Yext, Inc., Annual General Meeting, Jun 10, 2026.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
Seeking Alpha • Mar 11Yext: With Buyout No Longer On The Table, This Declining Software Company Is Risky (Downgrade)Summary Yext (YEXT) faces persistent revenue declines, ARR stagnation, and customer churn, undermining its positioning as an AI-era discovery platform. The withdrawal of the $9/share CEO-led buyout bid eliminates a key exit catalyst and signals diminished insider confidence. YEXT's pivot toward larger customers has not stemmed churn, and both segments are contracting, raising doubts about the new strategy. Planned $140M buyback could deplete cash and increase debt, compounding risks as profitability remains uncertain; I downgrade YEXT to sell. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
공시 • 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
내러티브 업데이트 • 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.
공시 • 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.
내러티브 업데이트 • 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).
공시 • 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.
공시 • 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.
분석 기사 • 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.
분석 기사 • 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.
새로운 내러티브 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
분석 기사 • 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.
공시 • 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 .
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
분석 기사 • 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...
공시 • 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
공시 • 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
공시 • 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
공시 • 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.
공시 • 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
분석 기사 • 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
분석 기사 • 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.
공시 • 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.
공시 • 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.
공시 • 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
New Risk • Sep 07New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: US$24m Forecast net loss in 2 years: US$3.1m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. This is currently the only risk that has been identified for the company.
공시 • Sep 07Yext, Inc. Provides Earnings Guidance for the Third Fiscal Quarter Ending October 31, 2023 and Fiscal Year Ending January 31, 2024Yext, Inc. provided earnings guidance for the third fiscal quarter ending October 31, 2023 and fiscal year ending January 31, 2024. For the quarter, the company's revenue is projected to be in the range of $101.5 million to $102.5 million. For the fiscal year ending January 31, 2024, the company's revenue is projected to be in the range of $405.0 million to $407.0 million.
Seeking Alpha • Aug 30Yext Q2 Earnings Preview: Analyst Expectations Have ModeratedSummary Yext's recent selloff post-Q1 results has created significant uncertainty in its stock's trajectory. The company's struggle to boost its revenue growth rates remains a major concern for investors, as it impacts the stock's investment appeal. While Yext holds a clean balance sheet and generates free cash flows, its valuation isn't deeply undervalued, considering the current state of its top line revenue. Read the full article on Seeking Alpha
공시 • Aug 24Yext, Inc. to Report Q2, 2024 Results on Sep 06, 2023Yext, Inc. announced that they will report Q2, 2024 results After-Market on Sep 06, 2023
Buying Opportunity • Aug 08Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be US$11.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 8.4% in 2 years. Earnings is forecast to grow by 96% in the next 2 years.
