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Yext Inc

Yext Inc

YEXT
$5.34USD↓-2.02%-0.11 today

MARKET CAP

535.3M

P/E (TTM)

9.9x

FWD P/E

7.4x

DAY RANGE

$5 – $6

52W RANGE

$3
$9

AI Summary

Stalk
StalkMedium

After a terminal capitulation, price has stabilized in a narrow Stage 1 range with short EMAs repaired and volatility contracted. A Bullish Pivot Point pattern signals initial mean reversion and upward repair, warranting a medium-term bullish bias. However, price is extended above the rising EMAs and overbought, so execution is deferred. Looking to buy on pullbacks into rising 9EMA/21EMA support within the consolidation band.

  • ↑Q1 FY26 revenue rose 20% YoY to $104M
  • ↑Net retention reached 110%, driving strong upsell growth
  • ↓ARR slipped due to elevated churn and budget pressures
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Yext, Inc. (NYSE: YEXT) is a technology firm specializing in digital knowledge management solutions, enabling businesses to manage their online presence across various digital platforms. Positioned at the forefront of the AI-driven local search transition, Yext serves a critical role in helping brands optimize their visibility amid a rapidly evolving digital landscape. Their latest acquisition of Hearsay Systems enhances their service offerings, particularly in financial services, aiming to integrate AI capabilities that cater to the increasing demand for compliance and customer engagement solutions.

Bull says

  • ↑Q1 FY26 revenue rose 20% YoY to $104M
  • ↑Net retention reached 110%, driving strong upsell growth
  • ↑Adjusted gross margin improved to 72%, indicating cost efficiency
  • ↑Hearsay acquisition broadens AI-driven compliance tools in financial services
  • ↑Yext Scout launch drew 2,000 waitlist sign-ups, signaling demand
  • ↑High earnings yield and robust growth factor support valuation

Bear says

  • ↓ARR slipped due to elevated churn and budget pressures
  • ↓Negative profitability factors raise questions on margin stability
  • ↓Hearsay integration initially dilutive to EBITDA margins
  • ↓Customer cost-cutting and macro headwinds threaten renewals
  • ↓High volatility and negative analyst revisions weigh on sentiment
  • ↓Limited size and market presence amplify competitive risks

Earnings Call · Q1 2025 · Mgmt. Guidance

Updated 07-05-2026neutral

Transcript signals

Bull points

  • bullish on that opportunity,
  • bullish about this, and as we see our customers using it, we're probably even more bullish than ever.
  • During this call, we will make forward-looking statements, including statements related to our future financial performance, statements regarding the timing and expected effects of our pending acquisition of hearsay systems, expectations regarding the growth of our business, our outlook for the second quarter and full year fiscal 2025, our strategy, and estimates of financial and operating metrics, capital expenditures, and other indications of future opportunities, as further described in our first quarter shareholder letter.

Bear points

  • thing that's clearly challenging us right now is the large customer churn that we had at the end of q4 so that has obviously challenged the year-over-year
  • the other thing that's challenging us more sequentially is what I talked about up front which is we're you know proactively engaging with renewals to make sure that we're doing everything we can to solidify those partnerships
  • headwinds
Read full transcript analysis ›