Yext Förvaltning
Förvaltning kriterier kontrolleras 3/4
Yext VD är Mike Walrath, utsedd i Mar 2022, har en mandatperiod på 4.17 år. totala årliga ersättningen är $ 8.69M, bestående av 5.5% lön 94.5% bonusar, inklusive företagsaktier och optioner. äger direkt 3.71% av företagets aktier, värda $ 15.00M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 7 år respektive 11 år.
Viktig information
Mike Walrath
Verkställande direktör
US$8.7m
Total ersättning
| VD-lön i procent | 5.55% |
| Anställning som VD | 4.2yrs |
| Ägande av VD | 3.7% |
| Ledningens genomsnittliga anställningstid | 7yrs |
| Styrelsens genomsnittliga mandatperiod | 11yrs |
Senaste uppdateringar av ledningen
Recent updates
Analysuppdatering • May 05
YEXT: Cost Discipline And Buybacks Will Support Future Upside Potential
Yext's analyst price targets have compressed, with several moving from around $9.50 to $10 to a range of $6 to $8, as analysts point to "subpar fundamentals," uncertainty around a potential management buyout, and mixed read-throughs from Q4 results, including cost discipline and early Scout traction that they see as more meaningful further out in FY27. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q4 revenue tracked broadly in line with expectations, which they see as a sign that the core business is holding up against current execution challenges.Analysuppdatering • Apr 19
YEXT: Cost Discipline And Buybacks Will Support Future Repricing Potential
Analysts trimmed their price target on Yext to $7.50, down from $9.50 previously. They cited recent downgrades that point to concerns about subpar fundamentals and uncertainty around a potential management buyout, even as some see support from cost discipline and early product traction.Analysuppdatering • Apr 04
YEXT: Share Repurchases And Cost Discipline Will Support Future Repricing Potential
Narrative Update on Yext The analyst price target on Yext has shifted lower, with recent cuts to $6 and $8, as analysts weigh concerns about "subpar fundamentals" and management buyout uncertainty against cost discipline, largely in line Q4 revenue, and early positive signals from the Scout offering. Analyst Commentary Recent research paints a mixed picture for Yext, with some analysts focusing on execution risks and others highlighting cost control and product traction as potential support for the equity story.Analysuppdatering • Mar 20
YEXT: Share Repurchases And Cancelled Buyout Will Support Future Repricing Potential
Analysts have trimmed their fair value estimate on Yext from about $8.88 to $7.50, reflecting recent price target cuts to $6 and $8 that point to concerns around fundamentals and execution, even as some see potential longer term product contributions. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q4 revenue was in line with expectations, which they see as helping to support the revised fair value range despite cuts to price targets.Seeking Alpha • Mar 11
Yext: With Buyout No Longer On The Table, This Declining Software Company Is Risky (Downgrade)
Summary Yext (YEXT) faces persistent revenue declines, ARR stagnation, and customer churn, undermining its positioning as an AI-era discovery platform. The withdrawal of the $9/share CEO-led buyout bid eliminates a key exit catalyst and signals diminished insider confidence. YEXT's pivot toward larger customers has not stemmed churn, and both segments are contracting, raising doubts about the new strategy. Planned $140M buyback could deplete cash and increase debt, compounding risks as profitability remains uncertain; I downgrade YEXT to sell. Read the full article on Seeking AlphaAnalysuppdatering • Mar 06
YEXT: Share Repurchase Plan And Cancelled Buyout Will Support Future Upside Potential
Analysts have maintained their Yext fair value estimate at $8.88, making only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. This indicates that their overall price target view remains essentially unchanged.Analysuppdatering • Feb 18
YEXT: Share Repurchase And Cancelled Buyout Will Support Future Upside Potential
Analysts have modestly adjusted their price target on Yext to $8.88, reflecting small tweaks to the discount rate, long term revenue growth, margin assumptions and future P/E that keep their overall fair value view essentially unchanged. What's in the News Yext announced a share repurchase program of up to US$180 million, with a planned purchase price range of US$5.75 to US$6.50 per share.Analysuppdatering • Feb 04
YEXT: Cancelled Management Buyout Will Support Future Upside Potential
Analysts have trimmed their price target on Yext to approximately US$8.88 from about US$9.44, citing updates to assumptions around the discount rate, revenue growth, profit margins, and future P/E multiples. What's in the News Chief Executive Officer and Chairman Michael Walrath cancelled his previously announced management buyout proposal to acquire the remaining majority stake in Yext at US$9 per share, which would have taken his ownership to 100% (Key Developments).Analysartikel • Jul 14
An Intrinsic Calculation For Yext, Inc. (NYSE:YEXT) Suggests It's 48% Undervalued
Key Insights The projected fair value for Yext is US$15.15 based on 2 Stage Free Cash Flow to Equity Yext's US$7.87...Analysartikel • Jun 10
Yext, Inc. (NYSE:YEXT) Held Back By Insufficient Growth Even After Shares Climb 32%
Yext, Inc. ( NYSE:YEXT ) shares have continued their recent momentum with a 32% gain in the last month alone. The last...Ny analys • May 28
AI Powered Digital Search And Regulatory Tools Will Unlock Growth
New AI-driven products and successful acquisitions position Yext for stronger growth, improved customer retention, and increased operational efficiency.Seeking Alpha • Apr 09
Yext: Banking On New Products, But Customers Continue To Slip
Summary Yext faces a challenging environment with a shrinking ARR and uncertain revenue growth, leading me to reiterate a sell rating on the stock. Despite launching new AI-focused products like Yext Scout, the company’s fundamental issues and operational risks overshadow potential benefits. Yext's Q4 revenue grew 12% y/y, driven by the Hearsay acquisition, but organic growth remains negative, and ARR continues to decline. The company’s improved profit margins from layoffs are a silver lining, but long-term profitability is threatened by ongoing ARR and customer base losses. Read the full article on Seeking AlphaAnalysartikel • Jan 04
Investors Don't See Light At End Of Yext, Inc.'s (NYSE:YEXT) Tunnel And Push Stock Down 26%
Yext, Inc. ( NYSE:YEXT ) shares have had a horrible month, losing 26% after a relatively good period beforehand...Seeking Alpha • Dec 11
Yext: Still Missing The Target (Rating Downgrade)
Summary Yext's focus on profitability over growth has led to missed opportunities in the booming AI search market, resulting in a Neutral rating. The company reported headline sales growth, but the pro forma sales from the Hearsay Systems acquisition actually declined YoY. YEXT stock is likely "dead money" until the company shifts its strategy to prioritize investing in growth in the enterprise AI search market. Read the full article on Seeking AlphaSeeking Alpha • Sep 08
Yext: Don't Buy This Dead Cat Bounce
Summary Shares of Yext have surged more than 25% after reporting Q2 results, but this isn’t a rally I’d trust. Investors cheered the company’s return to direct ARR growth, but overall ARR is still declining. The company is still citing budget pressure and elongated sales cycles, which may worsen if we head into a recession. Yext has exposure to retail and restaurant customers in its Listings business, which may further pressure retention trends. Though cheap at ~8x Adjusted EBITDA, Yext remains a stock I’d avoid. Read the full article on Seeking AlphaAnalysartikel • Jul 26
Lacklustre Performance Is Driving Yext, Inc.'s (NYSE:YEXT) Low P/S
With a price-to-sales (or "P/S") ratio of 1.8x Yext, Inc. ( NYSE:YEXT ) may be sending very bullish signals at the...Seeking Alpha • Jun 19
Yext: Not So Bad
Summary Yext stock slumped after weak FQ1'25 results, but the company remains profitable. The digital management company disappointed on revenues and growth targets, but positive cash flows allow for the acquisition of Hearsay Systems to build momentum. The stock trades at only 1x EV/S targets, providing a substantial upside on the ability to return to growth. Read the full article on Seeking AlphaSeeking Alpha • Jun 11
Yext Q1 Earnings: Bold Move To Use Cash For Acquisition Ambition (Rating Downgrade)
Summary My analysis suggests that Yext's recent acquisition plans, fueled by its strong balance sheet, may offer short-term growth opportunities. But little more. Uncertainties surrounding Yext's revenue projections for fiscal 2025 raise doubts about its long-term prospects. I believe caution is warranted, leading me to rate the stock as a sell. Read the full article on Seeking AlphaSeeking Alpha • Apr 25
Yext: It's A Profit Story Now (Rating Upgrade)
Summary Yext, the location data management platform, has struggled in the volatile market, with shares falling nearly 10% this year. The company is undergoing restructuring and leadership changes, but revenue continues to decline year-over-year. Yext is hopeful that growth will re-accelerate in the second half of the year with increased sales capacity and new product releases. The stock trades at a favorable <8x forward adjusted EBITDA, but that is counterbalanced by a myriad of fundamental risks. Read the full article on Seeking AlphaSeeking Alpha • Apr 10
Yext: Waiting For Headline Growth To See Positive Inflection
Summary Yext provides cloud-based digital knowledge management solutions and has most of its revenue from North America. The company's growth has slowed since the pandemic, but there are positive signs that sales traction is gradually coming back. The growing adoption of its enterprise-grade, customer-facing LLM could be a catalyst for growth and stock valuation re-rating. Read the full article on Seeking AlphaSeeking Alpha • Mar 17
Yext: Rebound Finally In Sight
Summary Yext is expected to return to solid ARR growth approaching 10% after a period of decline. The AI search company faces an initial ARR dip to start FY25, apparently scaring off investors. The stock remains a call option on management's ability to return the business to growth with Yext trading at only 1x EV/S targets. Read the full article on Seeking AlphaAnalysartikel • Feb 16
Yext, Inc.'s (NYSE:YEXT) Intrinsic Value Is Potentially 94% Above Its Share Price
Key Insights The projected fair value for Yext is US$12.36 based on 2 Stage Free Cash Flow to Equity Yext is estimated...Seeking Alpha • Jan 13
Yext: Hopes For A Rebound Are Fading
Summary Yext's lack of growth and customer defections are causing concern for investors. The company's valuation is low, but its prospects for M&A or turnaround are uncertain. Yext's Q3 earnings showed minimal revenue growth and a decline in key metrics like ARR and net retention rate. Read the full article on Seeking AlphaAnalysartikel • Jan 08
Yext, Inc.'s (NYSE:YEXT) Revenues Are Not Doing Enough For Some Investors
Yext, Inc.'s ( NYSE:YEXT ) price-to-sales (or "P/S") ratio of 1.7x might make it look like a strong buy right now...Seeking Alpha • Dec 08
Yext: Flawed Focus On Profits
Summary Yext reported disappointing Q3 results with only 2% growth despite hype around AI. YEXT's focus on profits over growth has hurt stock performance. The stock is now a call option on management's ability to return the business to growth with Yext trading at only 1x EV/S targets. Read the full article on Seeking AlphaSeeking Alpha • Oct 12
Yext Valuation In Question As Growth Prospects Diminish (Rating Downgrade)
Summary Yext, Inc. is a technology platform facilitating accurate consumer queries responses across digital platforms. Uncertainty shrouds Yext's prospects as it trades at a high multiple of 21 times this year's EPS. Yext holds strengths such as being debt-free and its AI-enhanced digital experiences. Read the full article on Seeking AlphaSeeking Alpha • Oct 01
Yext: Some Encouraging Metrics, But No Growth Still A Big Red Flag
Summary Investors have abandoned tech stocks for safer investments, causing a decline in small and mid-cap tech stocks like Yext. Yext has improved its gross margin, generating better adjusted EBITDA and cash flow, and has added $50 million to its buyback program. However, Yext's growth has stalled, it has high churn rates, and the departure of its CEO and CFO raises concerns about the company's direction. Read the full article on Seeking AlphaSeeking Alpha • Sep 11
Yext: From AI Darling To Cheap SaaS Turnaround Play
Summary Yext's stock has been on a roller-coaster ride due to AI hype. The stock is currently cheap on various metrics and now is a potential turnaround play. YEXT could make an interesting target for a private equity or strategic buyer. Read the full article on Seeking AlphaSeeking Alpha • Aug 30
Yext Q2 Earnings Preview: Analyst Expectations Have Moderated
Summary Yext's recent selloff post-Q1 results has created significant uncertainty in its stock's trajectory. The company's struggle to boost its revenue growth rates remains a major concern for investors, as it impacts the stock's investment appeal. While Yext holds a clean balance sheet and generates free cash flows, its valuation isn't deeply undervalued, considering the current state of its top line revenue. Read the full article on Seeking AlphaSeeking Alpha • Jul 15
Yext: Continued Margin Expansion Is The Key
Summary Yext is on the cusp of GAAP profitability, and there are strong indications of commitment from management to reach this significant milestone. Despite a deceleration in revenue growth, Yext has demonstrated encouraging progress in margin expansion, fueling their run to profitability. Yext's product retention has recently experienced a decline, with net retention falling below 100%, contrasting with historical levels of 110% or higher. Read the full article on Seeking AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jan 31 2026 | US$9m | US$482k | US$38m |
| Oct 31 2025 | n/a | n/a | US$26m |
| Jul 31 2025 | n/a | n/a | US$7m |
| Apr 30 2025 | n/a | n/a | -US$23m |
| Jan 31 2025 | US$540k | n/a | -US$28m |
| Oct 31 2024 | n/a | n/a | -US$19m |
| Jul 31 2024 | n/a | n/a | -US$7m |
| Apr 30 2024 | n/a | n/a | -US$6m |
| Jan 31 2024 | US$8m | n/a | -US$3m |
| Oct 31 2023 | n/a | n/a | -US$12m |
| Jul 31 2023 | n/a | n/a | -US$24m |
| Apr 30 2023 | n/a | n/a | -US$41m |
| Jan 31 2023 | US$11m | n/a | -US$66m |
| Oct 31 2022 | n/a | n/a | -US$81m |
| Jul 31 2022 | n/a | n/a | -US$94m |
| Apr 30 2022 | n/a | n/a | -US$101m |
| Jan 31 2022 | US$218k | n/a | -US$93m |
| Oct 31 2021 | n/a | n/a | -US$88m |
| Jul 31 2021 | n/a | n/a | -US$86m |
| Apr 30 2021 | n/a | n/a | -US$83m |
| Jan 31 2021 | US$243k | n/a | -US$95m |
| Oct 31 2020 | n/a | n/a | -US$107m |
| Jul 31 2020 | n/a | n/a | -US$128m |
| Apr 30 2020 | n/a | n/a | -US$132m |
| Jan 31 2020 | US$213k | n/a | -US$122m |
Ersättning vs marknad: Mike s total kompensation ($USD 8.69M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 2.55M ).
Ersättning vs inkomst: Ersättningen från Mike har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
Mike Walrath (49 yo)
4.2yrs
Anställning
US$8,693,973
Kompensation
Mr. Michael Walrath, also known as Mike, serves as Chief Executive Officer, Chairman of the Board and Director at Yext, Inc. since March 25, 2022 and served as its Independent Chairman of the Board and Ind...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Chairman of the Board | 4.2yrs | US$8.69m | 3.71% $ 15.0m | |
| CFO & Chief Administrative Officer | 4.2yrs | US$3.97m | 0.73% $ 3.0m | |
| Executive VP | 9.8yrs | US$2.67m | 0.30% $ 1.2m | |
| Chief Operating Officer | no data | inga uppgifter | inga uppgifter | |
| Chief Accounting Officer & Principal Accounting Officer | 1.1yrs | inga uppgifter | 0.0078% $ 31.7k | |
| Executive VP & CTO | no data | inga uppgifter | inga uppgifter | |
| Senior Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Senior Vice President of Marketing | no data | inga uppgifter | inga uppgifter | |
| Chief People Officer | 10yrs | inga uppgifter | inga uppgifter | |
| Senior VP of Sales-EMEA | 10.4yrs | inga uppgifter | inga uppgifter | |
| Executive VP & Chief Data Officer | no data | inga uppgifter | inga uppgifter | |
| Senior Vice President of Product | no data | inga uppgifter | inga uppgifter |
7.0yrs
Genomsnittlig anställningstid
52.5yo
Genomsnittlig ålder
Erfaren ledning: YEXT s ledningsgrupp är erfaren och erfaren ( 7 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| CEO & Chairman of the Board | 16.5yrs | US$8.69m | 3.71% $ 15.0m | |
| Member of the Advisory Board | no data | inga uppgifter | inga uppgifter | |
| Lead Independent Director | 18yrs | US$299.13k | 0.40% $ 1.6m | |
| Independent Director | 5.6yrs | US$288.63k | 0.11% $ 445.3k | |
| Member of the Advisory Board | no data | inga uppgifter | inga uppgifter | |
| Independent Director | 1.9yrs | US$283.63k | inga uppgifter | |
| Member of the Advisory Board | no data | inga uppgifter | inga uppgifter | |
| Member of the Advisory Board | no data | inga uppgifter | inga uppgifter | |
| Member of the Advisory Board | no data | inga uppgifter | inga uppgifter | |
| Member of the Advisory Board | no data | inga uppgifter | inga uppgifter | |
| Member of the Advisory Board | no data | inga uppgifter | inga uppgifter | |
| Member of the Advisory Board | no data | inga uppgifter | inga uppgifter |
11.0yrs
Genomsnittlig anställningstid
60yo
Genomsnittlig ålder
Erfaren styrelse: YEXT s styrelse är rutinerade och erfaren ( 11 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/07 07:43 |
| Aktiekurs vid dagens slut | 2026/05/07 00:00 |
| Intäkter | 2026/01/31 |
| Årlig intjäning | 2026/01/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Yext, Inc. bevakas av 13 analytiker. 3 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Brett Knoblauch | Berenberg |
| Naved Khan | B. Riley Securities, Inc. |
| Thomas White | D.A. Davidson & Co. |