Valuation Update With 7 Day Price Move • May 14
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to US$3.52, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 17x in the Software industry in the United Kingdom. Total loss to shareholders of 56% over the past three years. Tillkännagivande • Apr 29
Yext, Inc., Annual General Meeting, Jun 10, 2026 Yext, Inc., Annual General Meeting, Jun 10, 2026. Tillkännagivande • Feb 24
Yext, Inc. to Report Q4, 2026 Results on Mar 09, 2026 Yext, Inc. announced that they will report Q4, 2026 results at 4:00 PM, US Eastern Standard Time on Mar 09, 2026 Tillkännagivande • Feb 13
Yext, 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. Tillkännagivande • Feb 03
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. 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. New Risk • Feb 02
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 3.5% 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 (3.5% average weekly change). Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • Feb 02
Investor sentiment deteriorates as stock falls 26% After last week's 26% share price decline to US$5.66, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 23x in the Software industry in the United Kingdom. Total loss to shareholders of 26% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$10.68 per share. Reported Earnings • Dec 09
Third quarter 2026 earnings released: EPS: US$0.05 (vs US$0.10 loss in 3Q 2025) Third 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 is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Software industry in the United Kingdom. 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 11% per year, which means it is significantly lagging earnings growth. Reported Earnings • Sep 10
Second quarter 2026 earnings released: EPS: US$0.22 (vs US$0.032 loss in 2Q 2025) Second 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 is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Software industry in the United Kingdom. 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 26% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Aug 18
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. 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. Recent Insider Transactions • Jun 12
Executive VP recently sold US$259k worth of stock On 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. New Risk • Jun 04
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 11% 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. This is currently the only risk that has been identified for the company. Reported Earnings • Jun 04
First quarter 2026 earnings released: EPS: US$0.006 (vs US$0.03 loss in 1Q 2025) First 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 is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Software industry in the United Kingdom. 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 10% per year, which means it is significantly lagging earnings growth. Tillkännagivande • May 28
Yext, Inc. to Report Q1, 2026 Results on Jun 03, 2025 Yext, Inc. announced that they will report Q1, 2026 results After-Market on Jun 03, 2025 Tillkännagivande • May 21
Yext, Inc. Updates Earnings Guidance for First Quarter Ended April 30, 2025 Yext, 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. Tillkännagivande • Apr 29
Yext, Inc., Annual General Meeting, Jun 11, 2025 Yext, Inc., Annual General Meeting, Jun 11, 2025. Tillkännagivande • Mar 07
Yext, Inc. Provides Financial Guidance for the First Fiscal Quarter Ending April 30, 2025 Yext, 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 06
Full year 2025 earnings released: US$0.22 loss per share (vs US$0.021 loss in FY 2024) Full 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 is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Software industry in the United Kingdom. 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. Tillkännagivande • Mar 04
Yext, Inc. Announces Yext Scout Yext, 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. Tillkännagivande • Feb 21
Yext, Inc. to Report Q4, 2025 Results on Mar 05, 2025 Yext, Inc. announced that they will report Q4, 2025 results After-Market on Mar 05, 2025 Tillkännagivande • Feb 11
Yext, 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. Tillkännagivande • Jan 31
Yext, Inc. Announces Julie Richardson Intends to Resign as A Member of the Board, Effective January 31, 2025 On 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. New Risk • Dec 15
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$289k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Shareholders have been diluted in the past year (2.9% increase in shares outstanding). Significant insider selling over the past 3 months (US$289k sold). Recent Insider Transactions • Dec 14
CFO & Chief Accounting Officer recently sold US$152k worth of stock On 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. Breakeven Date Change • Dec 11
Forecast breakeven date pushed back to 2026 The 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. Buy Or Sell Opportunity • Dec 10
Now 28% undervalued Over the last 90 days, the stock has risen 9.4% to US$7.09. The fair value is estimated to be US$9.85, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 75%. Tillkännagivande • Dec 10
Yext, Inc. Updates Earnings Guidance for the Full Year of Fiscal 2025 Yext, 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 . Reported Earnings • Dec 10
Third quarter 2025 earnings released: US$0.10 loss per share (vs US$0.004 loss in 3Q 2024) Third 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 is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Software industry in the United Kingdom. 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 7% per year, which means it is significantly lagging earnings. Tillkännagivande • Nov 26
Yext, Inc. to Report Q3, 2025 Results on Dec 09, 2024 Yext, Inc. announced that they will report Q3, 2025 results After-Market on Dec 09, 2024 Tillkännagivande • Oct 09
Yext, Inc. Expands AI Review Generation to Include Third-Party Sites Yext, 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 • Sep 20
Insider recently bought US$217k worth of stock On 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. Reported Earnings • Sep 06
Second quarter 2025 earnings released: US$0.032 loss per share (vs US$0.028 loss in 2Q 2024) Second 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 is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in the United Kingdom. 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 25% per year, which means it is significantly lagging earnings. New Risk • Sep 05
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Shareholders have been diluted in the past year (3.1% increase in shares outstanding). Significant insider selling over the past 3 months (US$90k sold). Tillkännagivande • Sep 05
Yext, Inc. Adjusts Earnings Guidance for the Year 2025 Yext, Inc. adjusts earnings guidance for the year 2025. For the full-year outlook adjusted to $420.0 million to $421.0 million of Revenue. Tillkännagivande • Aug 22
Yext, Inc. to Report Q2, 2025 Results on Sep 04, 2024 Yext, Inc. announced that they will report Q2, 2025 results After-Market on Sep 04, 2024 New Risk • Aug 09
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 6.8% 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 (6.8% average weekly change). Significant insider selling over the past 3 months (US$90k sold). Tillkännagivande • Jul 03
Yext, Inc. Appoints Mark Davis to Its Board of Directors Yext, 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 22
Executive VP recently sold US$90k worth of stock On 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. Reported Earnings • Jun 11
First 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 11% growth forecast for the Software industry in the United Kingdom. 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 30% per year, which means it is significantly lagging earnings. Tillkännagivande • May 30
Yext, Inc. to Report Q1, 2025 Results on Jun 10, 2024 Yext, Inc. announced that they will report Q1, 2025 results After-Market on Jun 10, 2024 Tillkännagivande • May 01
Yext, Inc., Annual General Meeting, Jun 12, 2024 Yext, 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. Tillkännagivande • Mar 26
Locafy Launches Hotfrog Proximity Page Application Built in Collaboration with Yext Locafy 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. New Risk • Mar 08
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company. Reported Earnings • Mar 07
Full year 2024 earnings released: US$0.021 loss per share (vs US$0.53 loss in FY 2023) Full 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 is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Software industry in the United Kingdom. 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 26% per year, which means it is significantly lagging earnings. Breakeven Date Change • Mar 07
Forecast breakeven date moved forward to 2025 The 5 analysts covering Yext previously expected the company to break even in 2026. New consensus forecast suggests losses will reduce by 92% to 2024. The company is expected to make a profit of US$88.8k in 2025. Average annual earnings growth of 54% is required to achieve expected profit on schedule. Tillkännagivande • Feb 22
Yext, Inc. to Report Q4, 2024 Results on Mar 06, 2024 Yext, Inc. announced that they will report Q4, 2024 results After-Market on Mar 06, 2024 New Risk • Dec 07
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$93k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (9.0% average weekly change). Significant insider selling over the past 3 months (US$93k sold). Buying Opportunity • Dec 06
Now 32% undervalued after recent price drop Over the last 90 days, the stock is down 17%. The fair value is estimated to be US$8.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.2% over the last 3 years. Earnings per share has grown by 36%. Revenue is forecast to grow by 2.0% in a year. Earnings is forecast to decline by 50% in the next year. Tillkännagivande • Dec 06
Yext, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2024 Yext, 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. Tillkännagivande • Nov 22
Yext, Inc. to Report Q3, 2024 Results on Dec 05, 2023 Yext, Inc. announced that they will report Q3, 2024 results After-Market on Dec 05, 2023 Tillkännagivande • Sep 19
Yext, Inc. Announces Resignation of Marc Ferrentino as President and Chief Operating Officer of the Company Effective September 30, 2023 Yext, 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. Tillkännagivande • Sep 07
Yext, Inc. Provides Earnings Guidance for the Third Fiscal Quarter Ending October 31, 2023 and Fiscal Year Ending January 31, 2024 Yext, 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. Reported Earnings • Sep 07
Second quarter 2024 earnings released: US$0.028 loss per share (vs US$0.16 loss in 2Q 2023) Second quarter 2024 results: US$0.028 loss per share (improved from US$0.16 loss in 2Q 2023). Revenue: US$102.6m (up 1.7% from 2Q 2023). Net loss: US$3.44m (loss narrowed 83% from 2Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Software industry in the United Kingdom. Buying Opportunity • Sep 07
Now 37% undervalued after recent price drop Over the last 90 days, the stock is down 47%. The fair value is estimated to be US$10.88, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 30%. Revenue is forecast to grow by 9.4% in 2 years. Earnings is forecast to grow by 85% in the next 2 years. Tillkännagivande • Aug 24
Yext, Inc. to Report Q2, 2024 Results on Sep 06, 2023 Yext, Inc. announced that they will report Q2, 2024 results After-Market on Sep 06, 2023 Tillkännagivande • Aug 08
Yext, Inc. Appoints Tzi-Kei Wong Chief Product Officer Yext, Inc. announced the appointment of Tzi-Kei Wong as chief product officer. Wong will report directly to President and Chief Operating Officer Marc Ferrentino and will serve on Yext's leadership team. As CPO, Wong will lead Yext’s innovation and digital experience platform strategy to deliver exceptional value to customers. With more than 20 years of expertise in product management and design for digital marketing software, she brings a wealth of knowledge to Yext. Wong joins Yext from Optimizely where she served as vice president of product. During her tenure, she led the product and design team responsible for market-advancing products in the areas of content management, content marketing, and digital asset management systems. Wong joined the company through its acquisition of Welcome where she served on the executive team and led product strategy, product management, and design. Prior to Welcome, Wong served in product and marketing leadership roles at several SaaS and enterprise software companies, including Percolate, BrightEdge, Responsys, Oracle, and SAP. Wong holds a Bachelor of Science degree in Industrial Engineering & Operations Research from University at California, Berkeley. Buying Opportunity • Aug 07
Now 21% undervalued Over the last 90 days, the stock is up 22%. The fair value is estimated to be US$11.79, 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. Buying Opportunity • Jul 21
Now 22% undervalued Over the last 90 days, the stock is up 4.9%. The fair value is estimated to be US$12.19, 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. Tillkännagivande • Jul 06
Yext Releases Yext Content, the Headless Cms Built on Foundation of Ai Yext, Inc. released Yext Content, a new way companies can deliver any experience across any digital channel from a single content management system (CMS). The company believes Yext Content is the first headless CMS built on a foundation of AI and knowledge graph technology. Legacy CMSs were designed for single-purpose applications and individual channels. The approach was perfectly suited for a single channel -- the website. But now, there are an endless number of channels where nearly 5 billion people around the globe are connected to the internet and expect to engage with businesses digitally. Yext Content leverages AI along with data from across a company's business to unlock conversational AI, automated data cleaning, and content-generation workflows. The innovations include: Hello, AI; We're Ready: Yext Content houses both content and the taxonomy behind it, allowing organizations to structure content in the best format for AI. The unique approach is made possible by Yext's leadership in enterprise knowledge graph technology, which maps real-world entities and their relationships. Companies can use Yext Content, the only channel-agnostic headless CMS, to deliver content to their customers in traditional channels like their website, mobile apps, social, reviews, listings, search, and next-gen experiences like conversational AI and augmented reality. With Yext Content, companies can leverage AI to connect to content from data sources across the enterprise synchronously and shape, clean, and organize it to generate on-brand, customer-facing content autonomously. Yext simplifies the process for teams by automating many of the necessary steps to data processing and cleansing so the created content is pristine and appropriate for either customers or employees. Small Teams Operate at Scale: Businesses can use Yext Content to make their team of five look like a team of 50 with its content flywheel. The AI flywheel identifies new opportunities for content based on customer interaction and journey data such assearches, chats, and clicks. It then generates new or updated content to fill in content gaps and provides them as suggestions for the content team to approve or edit prior to publishing - further fueling the AI flywheel. Breakeven Date Change • Jun 28
Forecast to breakeven in 2026 The 5 analysts covering Yext expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 66% per year to 2025. The company is expected to make a profit of US$17.4m in 2026. Average annual earnings growth of 66% is required to achieve expected profit on schedule. Reported Earnings • Jun 07
First quarter 2024 earnings released: US$0.003 loss per share (vs US$0.20 loss in 1Q 2023) First quarter 2024 results: US$0.003 loss per share (improved from US$0.20 loss in 1Q 2023). Revenue: US$99.5m (flat on 1Q 2023). Net loss: US$412.0k (loss narrowed 98% from 1Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Tillkännagivande • Jun 07
Yext, Inc. Provides Earnings Guidance for the Second Fiscal Quarter Ending July 31, 2023 and Fiscal Year Ending January 31, 2024 Yext, Inc. provided earnings guidance for the second fiscal quarter ending July 31, 2023 and fiscal year ending January 31, 2024. For the quarter, the company expects revenue to be in the range of $101.5 million to $102.5 million.For the full year, the company expects revenue to be in the range of $404.0 million to $407.0 million. Tillkännagivande • May 25
Yext, Inc. to Report Q1, 2024 Results on Jun 06, 2023 Yext, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Jun 06, 2023 Reported Earnings • Mar 08
Full year 2023 earnings released: US$0.53 loss per share (vs US$0.73 loss in FY 2022) Full year 2023 results: US$0.53 loss per share (improved from US$0.73 loss in FY 2022). Revenue: US$400.9m (up 2.6% from FY 2022). Net loss: US$65.9m (loss narrowed 29% from FY 2022). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Software industry in the United Kingdom. Tillkännagivande • Feb 16
Yext, Inc. Announces the Launch of Yext Chat, A New Product That Empowers Organizations to Create Conversational Experiences with Cutting-Edge AI Yext, Inc. announced the launch of Yext Chat, a new product that empowers organizations to create conversational experiences with cutting-edge AI. The company plans to publicly release Yext Chat later this year and invites interested parties to join the waitlist for a closed beta. Designed specifically for the enterprise use case, Yext Chat leverages multiple large language models (LLMs) including OpenAI’s GPT-3, the Yext Knowledge Graph, and other proprietary technology to deliver an accurate and natural language chat experience that allows users to ask any question they want about a particular knowledge set. General-purpose large language models are trained on a wide variety of public datasets, which often include little to no authoritative information about a business. Because of this, the accuracy of generated responses cannot be reliably or independently verified, a challenge for businesses, especially when models create inaccurate or misleading “hallucinations.” To function effectively within a business context, natural language chat experiences must be able to answer questions by referencing curated sets of knowledge. Yext addresses this with the Knowledge Graph, a headless content management system (CMS) that uses entity relationships to optimize an organization’s content for voice search, chatbots, and other sophisticated AI. Yext Chat generates answers with content stored in the Knowledge Graph, which allows businesses to confirm that responses are accurate and grounded in real-world information. With Search Term Clustering and other robust analytics, Yext customers can easily identify and fill content gaps by adding new content to the Knowledge Graph, creating a flywheel where organizations can continually improve their answers and refine Yext Chat experiences based on the questions being asked. The company has been infusing AI and large language models throughout its Answers Platform since the launch of its Search product in 2019. Yext Search, known for its differentiated multi-algorithm approach, leverages fine-tuned versions of BERT, DistilBERT, and MPNET to understand natural language and return relevant results from structured and unstructured content sources. AI Data Cleaning, Search Term Clustering, and additional generative features in development use GPT-3 and BLOOM, although the exact LLMs underpinning the technology may change. Tillkännagivande • Jan 13
Yext, Inc. Launches Integration with Apple Business Connect Yext, Inc. announced an integration with Apple Business Connect, a new, free tool that allows businesses of all sizes to claim their location place cards and customize the way key information appears to more than a billion Apple users across Apple Maps, Messages, Wallet, Siri, and other Apple apps. Business Connect includes the Business Connect API, which supports updates to the Apple Maps place card at scale and has several features designed to drive local engagement. Current Yext Listings customers automatically have access to the integration and can now make updates to the Apple Maps place card by leveraging the new Business Connect API. With this upgrade, organizations can also further optimize their digital presence with Showcases, a feature that allows users to highlight offers or promotions for specific locations in the Apple Maps place card. Yext syncs critical business information to more than 100 million listings and pushes over a billion updates annually across the industry's largest network of direct integration partners. The new Business Connect integration represents a significant improvement from what used to be a manual submission process and is the latest example of continued innovation that has propelled Yext to the top of G2's Local Listings Management category for ten consecutive quarters. Several influential brands, including McDonald’s, Panera, Benefit Cosmetics, and IHG, collaborated with Yext to test the integration in advance of the official release. These customers recognized multiple benefits throughout the trial period, but specifically cited data accuracy and operational efficiency as selling points for organizations with large location footprints. Recent Insider Transactions • Dec 29
Co-Founder & Director recently sold US$419k worth of stock On the 27th of December, Brian Distelburger sold around 68k shares on-market at roughly US$6.13 per share. This transaction amounted to 2.2% 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 Brian's only on-market trade for the last 12 months. Recent Insider Transactions • Dec 10
Independent Non-Employee Director recently bought US$61k worth of stock On the 5th of December, Julie Richardson bought around 10k shares on-market at roughly US$6.13 per share. This transaction amounted to 24% 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$583k more in shares than they have sold in the last 12 months. Reported Earnings • Dec 02
Third quarter 2023 earnings released: US$0.10 loss per share (vs US$0.19 loss in 3Q 2022) Third quarter 2023 results: US$0.10 loss per share (improved from US$0.19 loss in 3Q 2022). Revenue: US$99.3m (flat on 3Q 2022). Net loss: US$12.3m (loss narrowed 51% from 3Q 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings. Board Change • Nov 25
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Non-Employee Director Julie Richardson was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Oct 03
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Non-Employee Director Julie Richardson was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Sep 08
Second quarter 2023 earnings released Second quarter 2023 results: Net income: (up US$27.6m from 2Q 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings. Board Change • Sep 08
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Non-Employee Director Julie Richardson was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Recent Insider Transactions • Jul 07
Executive VP recently sold US$99k worth of stock On the 5th of July, Ho Shin sold around 20k shares on-market at roughly US$4.97 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought US$229k more than they sold in the last 12 months. Reported Earnings • Jun 10
First quarter 2023 earnings released: US$0.20 loss per share (vs US$0.14 loss in 1Q 2022) First quarter 2023 results: US$0.20 loss per share (down from US$0.14 loss in 1Q 2022). Revenue: US$98.8m (up 7.4% from 1Q 2022). Net loss: US$25.8m (loss widened 47% from 1Q 2022). Over the next year, revenue is forecast to grow 3.7%, compared to a 22% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings. Breakeven Date Change • May 31
No longer forecast to breakeven The 7 analysts covering Yext no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$4.70m in 2025. New consensus forecast suggests the company will make a loss of US$88.3m in 2025. Board Change • May 31
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. Independent Non-Employee Director Julie Richardson was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Breakeven Date Change • Apr 27
No longer forecast to breakeven The 7 analysts covering Yext no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$4.70m in 2025. New consensus forecast suggests the company will make a loss of US$88.3m in 2025. Recent Insider Transactions • Mar 15
Insider recently bought US$101k worth of stock On the 11th of March, Shane Battier bought around 17k shares on-market at roughly US$6.13 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold US$365k more in shares than they bought in the last 12 months. Reported Earnings • Mar 09
Full year 2022 earnings: Revenues and EPS in line with analyst expectations Full year 2022 results: US$0.73 loss per share (up from US$0.79 loss in FY 2021). Revenue: US$390.6m (up 10% from FY 2021). Net loss: US$93.3m (loss narrowed 1.5% from FY 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 14%, compared to a 28% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings. Breakeven Date Change • Feb 01
Forecast to breakeven in 2025 The 7 analysts covering Yext expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$4.70m in 2025. Average annual earnings growth of 49% is required to achieve expected profit on schedule. Reported Earnings • Dec 03
Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2022 results: US$0.19 loss per share (down from US$0.18 loss in 3Q 2021). Revenue: US$99.5m (up 12% from 3Q 2021). Net loss: US$24.9m (loss widened 13% from 3Q 2021). Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 13%, compared to a 29% growth forecast for the industry in the United Kingdom.