Yext, Inc.
- Open
- 6.75
- Day high
- 7.36
- Day low
- 6.54
- Prev close
- 6.53
- Volume
- 2.0M
- Mkt cap
- $648M
- P/E (TTM)
- 27.9
- EPS (TTM)
- $0.23
- P/B
- 18.2
- P/S
- 1.5
- Yield
- —
- Per share
- —
- ▲Insiders net buying $896K over the last 3 months (2 open-market buys, 0 sales)
- 🏛Institutions mixed (13F)
Yext, Inc. (YEXT) is a Technology company listed on NYSE. The stock is down 27% over the past year. Over the trailing 3 months, insiders filed 2 open-market buys and 0 sales (SEC Form 4).
Yext, Inc. (YEXT) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
YEXT earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Sep 1, 2026 | $0.17 | $0.21 | +23.5% | $111M | -0.4% |
| Jun 2, 2026 | $0.13 | $0.14 | +6.9% | $108M | -2.8% |
| Mar 9, 2026 | $0.15 | $0.14 | -5.4% | $112M | -2.1% |
| Dec 8, 2025 | $0.13 | $0.14 | +6.9% | $112M | -1.4% |
| Sep 8, 2025 | $0.12 | $0.12 | +0.8% | $113M | +0.3% |
| Jun 3, 2025 | $0.11 | $0.12 | +10.1% | $109M | +2.1% |
| Mar 5, 2025 | $0.14 | $0.12 | -13.7% | $113M | +5.4% |
| Dec 9, 2024 | $0.12 | $0.12 | +0.0% | $114M | +1.3% |
| Sep 4, 2024 | $0.03 | $0.05 | +100.0% | $98M | -0.5% |
| Jun 10, 2024 | $0.07 | $0.05 | -28.6% | $96M | -0.5% |
| Mar 6, 2024 | $0.07 | $0.10 | +42.9% | $101M | +0.4% |
| Dec 5, 2023 | $0.07 | $0.09 | +28.6% | $101M | -0.9% |
YEXT insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 13, 2026 | Englander Daniel Jdirector | Buy | 76,190 | $5.22 |
| Jul 9, 2026 | Paul Cynthiadirector, 10 percent owner: | Grant | 89,058 | — |
| Jun 22, 2026 | Walrath Michaeldirector, officer: Chief Executive Officer | Option | 566,437 | — |
| Jun 22, 2026 | Shin Hoofficer: General Counsel | Option | 14,063 | — |
| Jun 22, 2026 | Bond Darrylofficer: See Remarks | Option | 37,500 | — |
| Jun 22, 2026 | Tang Allanofficer: Chief Accounting Officer | Option | 6,075 | — |
| Jun 22, 2026 | Tang Allanofficer: Chief Accounting Officer | Tax | 3,001 | $3.80 |
| Jun 22, 2026 | Shin Hoofficer: General Counsel | Tax | 18,661 | $3.80 |
| Jun 22, 2026 | Walrath Michaeldirector, officer: Chief Executive Officer | Option | 78,125 | — |
| Jun 22, 2026 | Shin Hoofficer: General Counsel | Tax | 30,448 | $4.79 |
| Jun 22, 2026 | Shin Hoofficer: General Counsel | Option | 23,125 | — |
| Jun 22, 2026 | Bond Darrylofficer: See Remarks | Tax | 20,900 | $3.80 |
| Jun 22, 2026 | Walrath Michaeldirector, officer: Chief Executive Officer | Tax | 329,050 | $3.80 |
| Jun 22, 2026 | Bond Darrylofficer: See Remarks | Option | 3,438 | — |
| Jun 12, 2026 | Lipson Jessedirector | Option | 27,131 | — |
Source: YEXT SEC Form 4 filings, latest Jul 13, 2026. For informational purposes only — not investment advice.
See the full YEXT insider & 13F page →Yext, Inc. company profile
Overview
Yext, Inc. (NYSE:YEXT) is a cloud-based software company founded in 2006 and headquartered in New York, New York. The company went public in April 2017 and operates as a digital knowledge management platform provider, helping businesses control and manage their online presence across various digital channels. Yext has evolved from a local listings management company into a comprehensive digital experience platform, with recent strategic acquisitions including Hearsay Systems in 2024 to expand its capabilities in financial services client engagement solutions.
Business
Yext operates in the digital knowledge management and online presence optimization industry, providing cloud-based software solutions that help businesses manage their digital footprint across the internet. The company's core platform enables organizations to centralize, control, and distribute their business information across approximately 200 digital touchpoints including maps, search engines, social networks, GPS systems, digital assistants, and vertical directories. The Yext platform serves as a central hub for managing what the company calls "business facts" - structured data about organizations including store locations, contact information, hours of operation, professional credentials, job listings, frequently asked questions, and other critical business information. When consumers search for businesses online or ask questions through digital assistants, Yext ensures that accurate, consistent information is delivered across all channels. The company operates through two main business segments. The Direct business represents the majority of revenue, serving enterprise and mid-market customers directly through Yext's sales organization. The Reseller business works through third-party partners and systems integrators to serve smaller businesses and specific market segments. Following the 2024 acquisition of Hearsay Systems for $125 million, Yext has expanded into social media management and compliance solutions, particularly targeting the financial services industry where regulatory requirements for client communications are stringent. Recent product innovations include Yext Scout, an AI-driven insights platform that provides competitive benchmarking and digital visibility analytics, and various AI-enhanced features for content generation and review response management. The platform is designed to help businesses navigate the increasingly fragmented search landscape driven by generative AI and multiple search experiences beyond traditional search engines.
Revenue model
Yext generates revenue primarily through software-as-a-service (SaaS) subscriptions based on Annual Recurring Revenue (ARR) contracts. Customers pay subscription fees to access the Yext platform and manage their digital presence across multiple channels. The company's revenue model includes both direct sales to enterprise and mid-market customers, as well as reseller partnerships that serve smaller businesses through third-party channels. The company's paying customers span multiple industries, with financial services and healthcare each representing approximately 21-22% of total revenue, making them the largest vertical segments. Other significant customer segments include retail, professional services, and various local businesses that need to maintain consistent online presence across multiple digital platforms. With the Hearsay Systems acquisition, Yext has added a complementary revenue stream focused on social media management and compliance solutions, particularly serving financial services firms that require regulatory-compliant client communications and engagement tools. Several factors influence Yext's profitability margins. Positive margin drivers include the company's shift toward higher-value enterprise customers, improved operational efficiency through reduced headcount, and the integration of AI capabilities that can automate content generation and management tasks. The company has demonstrated strong free cash flow conversion rates of approximately 70%, indicating efficient cash generation from operations. Margin pressures come from competitive pricing in the local listings market, customer churn during economic downturns as businesses reduce marketing technology spending, and foreign exchange headwinds that have impacted ARR growth. The company has also faced challenges from the commoditization of basic listings management services, requiring continued investment in advanced AI and analytics capabilities to maintain differentiation and pricing power.
Competitive moat
Yext's competitive moat is moderate but under pressure from evolving market dynamics. The company's primary defensive advantages stem from its extensive network of over 200 integrated digital platforms and the switching costs associated with migrating structured business data across multiple systems. Once enterprises integrate Yext into their digital marketing workflows, the operational complexity of changing providers creates meaningful customer stickiness. The company benefits from data network effects, where the accuracy and completeness of business information improves as more touchpoints are connected through the platform. Yext's early-mover advantage in structured data management has created institutional knowledge and technical expertise that newer competitors find difficult to replicate quickly. However, Yext faces significant competitive threats from multiple directions. Large technology platforms like Google, Facebook, and Amazon have developed their own business listing and local search capabilities, potentially reducing demand for third-party management tools. The rise of generative AI and fragmented search experiences creates both opportunity and risk - while businesses need help managing presence across new AI-driven platforms, the same technology could enable competitors to build similar solutions more quickly. Competitive pressure also comes from point solutions that address specific aspects of Yext's platform at lower costs, as well as larger marketing technology suites that include digital presence management as one component of broader offerings. The company's recent focus on AI integration and the Hearsay acquisition represent attempts to strengthen its moat through expanded capabilities and deeper vertical specialization, particularly in highly regulated industries like financial services where compliance requirements create additional switching costs.
Risks & safety
Yext presents a moderate margin of safety with mixed financial health indicators that require careful monitoring. • **Liquidity position**: Strong with $123 million in cash and short-term investments, though current ratio of 0.83 indicates potential near-term liquidity pressure from current liabilities exceeding current assets • **Debt levels**: Manageable debt-to-equity ratio of 0.62, though total liabilities of $457 million represent significant obligations relative to $153 million in shareholders' equity • **Cash generation**: Positive free cash flow of $48 million for fiscal 2025 demonstrates operational cash generation capability, with strong 70% conversion rate from operations • **Valuation metrics**: Trading at 5.5x price-to-book ratio, which appears elevated given negative return on equity of -4.7%, though EV/EBITDA is distorted by near-breakeven EBITDA performance • **Profitability trends**: Company achieved near-breakeven EBITDA in fiscal 2025 after losses in prior years, with management targeting over $100 million EBITDA for fiscal 2026 • **Other considerations**: Recent acquisition spending of $125 million for Hearsay Systems reduces financial flexibility, while ARR decline trends create revenue visibility concerns despite management's growth projections
Recent development
Over the past few years, Yext has undergone significant strategic transformation focused on operational efficiency and market repositioning. The company reduced headcount from 1,400 to 1,100 employees while shifting from a growth-at-all-costs model to a profitability-focused approach, achieving non-GAAP profitability in the second half of fiscal 2023. The most significant recent development was the $125 million acquisition of Hearsay Systems in August 2024, which brought approximately $60 million in annual revenue and 300 employees specializing in financial services client engagement and compliance solutions. This acquisition represents Yext's strategic pivot toward vertical-specific solutions in highly regulated industries. Product innovation has centered around AI integration and search fragmentation preparation. The company launched Yext Scout, an AI-driven competitive intelligence and digital visibility platform that provides businesses with insights into their online presence performance. Other AI enhancements include automated content generation, review response management, and listings optimization capabilities. Yext has also restructured its go-to-market approach, deemphasizing direct sales to small and medium businesses while focusing on enterprise customers and partner channel relationships. The company introduced more flexible, usage-based pricing models for reseller partners and has seen success with "boomerang" customers returning after trying competitor solutions. The strategic focus has shifted toward helping businesses navigate what management calls the "fragmented search environment" driven by generative AI, positioning Yext's structured data platform as essential infrastructure for AI-powered search experiences across multiple platforms beyond traditional search engines.
YEXT company profile · for informational purposes only — not investment advice.
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