olivLaw · US equity research
Yext, Inc. YEXT
Services-Computer Processing & Data Preparation · SIC 7374 · Vertical: Services-Computer Processing & Data Preparation (SIC 7374)
Yext provides a digital presence management platform that structures brand information in a Knowledge Graph and delivers it to a Publisher Network of over 200 service and application providers. As consumers shift toward AI-driven search, the company is trying to turn its subscription model into growth, but revenue has stalled and total ARR edged down in the second quarter of fiscal 2027 to 440.8 million USD.
At the close of 04 Nov 2026, Yext, Inc. (YEXT) stock was 7.83 USD (+4.40% on the day), with market capitalisation 775.0 m USD, P/E 40.6 on diluted EPS of 0.19 USD over the last 12 months, beta 0.71, 52-week range 3.34–8.87 USD. Latest reported quarter (Q2 2027): revenue of 111.1 m USD (−1.8% YoY), net income of 13.1 m USD (−50.8% YoY), diluted EPS 0.13 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 72.3
- overbought (≥ 70)
- Bollinger (20, 2)
- 6.70 – 7.68
- above the upper band · %B 1.15 · band width 13.7%
- SMA 50 / 200
- 6.76 / 5.38
- uptrend (price > SMA50 > SMA200)
- MACD (12, 26, 9)
- 0.25 / 0.22
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +18.3% | −1.1% | +19.4 pp | — |
| 3 months | +36.6% | −0.5% | +37.1 pp | — |
| 6 months | +93.8% | +4.4% | +89.4 pp | — |
| Year to date | −2.9% | +12.3% | −15.2 pp | — |
| 1 year | −6.0% | +13.5% | −19.5 pp | −24.8% |
| 3 years | +23.3% | +76.4% | −53.1 pp | −26.9% |
| 5 years | −38.1% | +63.7% | −101.7 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2027 · 31 Jul 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | Q4 '26 | Q1 '27 | Q2 '27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 114.0 m | 113.1 m | 109.5 m | 113.1 m | 112.0 m | 112.0 m | 107.9 m | 111.1 m |
| Cost of revenue | 26.2 m | 26.3 m | 27.1 m | 28.1 m | 29.2 m | 29.7 m | 29.2 m | 27.3 m |
| Gross profit | 87.7 m | 86.8 m | 82.4 m | 85.0 m | 82.8 m | 82.3 m | 78.7 m | 83.8 m |
| Research & development | 21.1 m | 20.5 m | 21.9 m | 23.4 m | 22.6 m | 22.0 m | 21.5 m | 19.4 m |
| Operating income | -10.4 m | -9.1 m | 1.1 m | 29.7 m | 7.8 m | 6.0 m | 5.6 m | 17.6 m |
| Interest expense | 222.0 k | 229.0 k | 642.0 k | 2.3 m | 2.4 m | 2.3 m | 3.1 m | 3.6 m |
| Pre-tax income | -9.8 m | -9.1 m | 753.0 k | 28.5 m | 6.7 m | 4.2 m | 3.1 m | 14.2 m |
| Income tax | 3.0 m | -1.9 m | -17.0 k | 1.8 m | 536.0 k | -44.0 k | 433.0 k | 1.1 m |
| Net income | -12.8 m | -7.3 m | 770.0 k | 26.8 m | 6.1 m | 4.2 m | 2.6 m | 13.1 m |
| Diluted EPS | -0.10 | -0.06 ≈ | 0.01 | 0.03 | 0.01 | 0.03 ≈ | 0.02 | 0.13 |
| Operating cash flow | -15.8 m ≈ | 38.3 m | 37.7 m | 8.4 m ≈ | -19.8 m ≈ | 29.5 m | 37.4 m | 7.9 m ≈ |
| Capex | 577.0 k ≈ | 316.0 k | 562.0 k | 573.0 k ≈ | 515.0 k ≈ | 907.0 k | 429.0 k | 259.0 k ≈ |
| Share repurchases | 6.6 m ≈ | 11.1 m | 27.6 m | 17.7 m ≈ | 14.4 m ≈ | 7.7 m | 142.0 m | 8.9 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 33 percentile of its own 3-quarter history (min 28.3, median 41.6, max 86.5; quarters with earnings only).
Fiscal years
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 228.3 m | 298.8 m | 354.7 m | 390.6 m | 400.9 m | 404.3 m | 421.0 m | 446.6 m |
| Revenue YoY | +34.1% | +30.9% | +18.7% | +10.1% | +2.6% | +0.9% | +4.1% | +6.1% |
| Net income | -74.8 m | -121.5 m | -94.7 m | -93.3 m | -65.9 m | -2.6 m | -27.9 m | 37.9 m |
| Net income YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| Diluted EPS | unavailable | unavailable | -0.79 | -0.73 | -0.53 | -0.02 | -0.22 | 0.07 |
| Diluted EPS YoY | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable | unavailable |
| net % | -32.8% | -40.7% | -26.7% | -23.9% | -16.4% | -0.7% | -6.6% | 8.5% |
| Free cash flow | -30.0 k | -42.7 m | -63.9 m | 8.4 m | 11.7 m | 43.4 m | 48.1 m | 53.3 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2026 · 31 Jan 2026
- Cash
- 154.1 m USD
- Financial debt
- 98.0 m USD
- Net debt
- -56.2 m USD
- Equity
- 159.4 m USD
- Total assets
- 621.8 m USD
- Debt / equity
- 0.61x
- Current ratio
- 1.07x
- ROE
- 24.2%
- ROA
- 6.1%
- FCF margin
- 11.9%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 354.7 m | 390.6 m | 400.9 m | 404.3 m | 421.0 m | 446.6 m | SEC (XBRL)· 10 Mar 2026verified |
| Cost of revenue | 86.4 m | 98.3 m | 104.0 m | 87.5 m | 96.4 m | 114.1 m | SEC (XBRL)· 10 Mar 2026verified |
| Gross profit | 268.3 m | 292.3 m | 296.9 m | 316.9 m | 324.6 m | 332.5 m | SEC (XBRL)· 10 Mar 2026verified |
| Research & development | 58.1 m | 68.4 m | 70.9 m | 72.0 m | 77.2 m | 89.9 m | SEC (XBRL)· 10 Mar 2026verified |
| Operating income | -94.3 m | -90.0 m | -64.8 m | -6.2 m | -32.4 m | 44.5 m | SEC (XBRL)· 10 Mar 2026verified |
| Interest expense | — | — | 589.0 k | 470.0 k | 967.0 k | 7.6 m | SEC (XBRL)· 10 Mar 2026verified |
| Pre-tax income | -94.6 m | -92.0 m | -63.9 m | -338.0 k | -28.1 m | 40.1 m | SEC (XBRL)· 10 Mar 2026verified |
| Income tax | 97.0 k | 1.3 m | 2.1 m | 2.3 m | -110.0 k | 2.3 m | SEC (XBRL)· 10 Mar 2026verified |
| Net income | -94.7 m | -93.3 m | -65.9 m | -2.6 m | -27.9 m | 37.9 m | SEC (XBRL)· 10 Mar 2026verified |
| Diluted EPS | -0.79 | -0.73 | -0.53 | -0.02 | -0.22 | 0.07 | SEC (XBRL)· 10 Mar 2026verified |
| Weighted average diluted shares | 119.7 m | 127.8 m | 125.3 m | 124.1 m | 126.9 m | 129.9 m | SEC (XBRL)· 10 Mar 2026verified |
Balance sheet · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 230.4 m | 261.2 m | 190.2 m | 210.2 m | 123.1 m | 154.1 m | SEC (XBRL)· 10 Mar 2026verified |
| Receivables | 97.5 m | 101.6 m | 109.7 m | 108.2 m | 112.9 m | 120.6 m | SEC (XBRL)· 10 Mar 2026verified |
| Current assets | 376.2 m | 410.4 m | 346.6 m | 359.9 m | 285.8 m | 317.8 m | SEC (XBRL)· 10 Mar 2026verified |
| Property, plant & equipment, net | 80.3 m | 74.6 m | 62.1 m | 48.5 m | 39.7 m | 30.1 m | SEC (XBRL)· 10 Mar 2026verified |
| Goodwill | 4.8 m | 4.6 m | 4.5 m | 4.5 m | 96.8 m | 110.8 m | SEC (XBRL)· 10 Mar 2026verified |
| Intangibles (excl. goodwill) | 767.0 k | 200.0 k | 193.0 k | 168.0 k | 94.2 m | 85.1 m | SEC (XBRL)· 10 Mar 2026verified |
| Total assets | 596.0 m | 620.3 m | 523.8 m | 508.8 m | 610.1 m | 621.8 m | SEC (XBRL)· 10 Mar 2026verified |
| Accounts payable | 13.0 m | 9.2 m | 7.3 m | 7.4 m | 4.8 m | 5.8 m | SEC (XBRL)· 10 Mar 2026verified |
| Long-term debt | — | — | — | — | 0 | 98.0 m | SEC (XBRL)· 02 Jun 2026verified |
| Current liabilities | 260.2 m | 290.7 m | 290.9 m | 267.8 m | 344.7 m | 296.8 m | SEC (XBRL)· 10 Mar 2026verified |
| Total liabilities | 388.8 m | 408.5 m | 395.7 m | 361.6 m | 456.9 m | 462.4 m | SEC (XBRL)· 10 Mar 2026verified |
| Equity | 207.2 m † | 211.9 m † | 128.0 m † | 147.2 m † | 153.2 m † | 159.4 m † | SEC (XBRL)· 10 Mar 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 1.2 m | 21.8 m | 17.9 m | 46.2 m | 50.2 m | 55.8 m | SEC (XBRL)· 10 Mar 2026verified |
| Capex | 65.1 m | 13.4 m | 6.2 m | 2.7 m | 2.1 m | 2.6 m | SEC (XBRL)· 10 Mar 2026verified |
| Free cash flow | -63.9 m ≈ | 8.4 m ≈ | 11.7 m ≈ | 43.4 m ≈ | 48.1 m ≈ | 53.3 m ≈ | SEC (XBRL)· 10 Mar 2026derived |
| Investing cash flow | -65.1 m | -13.4 m | -6.2 m | -2.7 m | -91.5 m | -21.4 m | SEC (XBRL)· 10 Mar 2026verified |
| Financing cash flow | 22.5 m | 24.6 m | -79.0 m | -23.3 m | -28.5 m | -9.5 m | SEC (XBRL)· 10 Mar 2026verified |
| Share repurchases | 0 | 0 | 77.3 m | 23.1 m | 17.9 m | 67.4 m | SEC (XBRL)· 10 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
4 indicators that do not apply to the sector.
Valuation
olivLaw classification
Score: 50 / 100
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 775.0 m USD
Key indicators
Coverage and freshness
Score by group
- Valuation64
- Returns100
- Quality65
- Balance sheet2
- Growth23
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 2.97 – 13.50 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)8.29 – 13.50 (Mid 10.27)WACC 8.7% · starting FCFF 63.5 m USD · terminal value share of EV 75%The WACC × g sensitivity gives the method's bounds; these are not probabilities.Reverse DCF: starting growth implied by the price (fading linearly to terminal growth, everything else fixed): -7.0%
- Peers: EV/Sales2.97 – 11.04 (Mid 5.60)11 companies used · median multiple 1.4x · quartiles 0.8x – 2.6xADP, CARS, CLVT, EGHT, FA, GMHS, IBEX, OOMA, PLTK, UPWK, WDAY
- Peers: EV/EBITDAunavailable · input data missing
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Neutral profile · Score 50/100
| Factor | Value | Score | Weight used |
|---|---|---|---|
| Gross margin · Quality | 74.0% | 85 (on a fixed band) | 11% |
| EBIT margin · Quality | 8.3% | 57 (vs peers) | 9% |
| FCF margin · Quality | 12.0% | 48 (on a fixed band) | 9% |
| Revenue CAGR 3Y · Growth | 3.7% | 15 (on a fixed band) | 18% |
| Revenue growth (YoY) · Growth | 6.1% | 39 (vs peers) | 9% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 0.8x | 2 (on a fixed band) | 7% |
| EV/Sales · Valuation | 1.9x | 38 (vs peers) | 18% |
| FCF yield · Valuation | 6.8% | 100 (on a fixed band) | 14% |
| Shareholder yield (distributions) · Returns | 22.3% | 100 (on a fixed band) | 5% |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial2/100 · 1/2 factors with a value
- Growth23/100 · 2/2 factors with a value
- Quality65/100 · 3/3 factors with a value
- Returns100/100 · 1/1 factors with a value
- Valuation64/100 · 2/2 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
YEXT, INC. (YEXT). Latest full fiscal year: 2026; data up to 2026-07-31.
Figures computed from the financial statements: revenue 446.6 m USD in 2026; YoY growth 6.1%; net margin 5.9%; ROE 27.8%.
The estimated value range is 5.63–12.27 USD per share (median of 2 methods, agreement: low); assumptions are illustrative. Against the central value of 7.94 USD, the price of 7.83 USD leaves a potential of 1.4% (value / price − 1) and a margin of safety of 1.4% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
olivLaw score 50/100, methodological classification: neutral profile (score, margin of safety and method agreement together; not a judgement of the right price). Groups assessed only in part: balance. Not investment advice.
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Gross margin: 74.0%
- FCF yield: 6.8%
- Shareholder yield (distributions): 22.3%
What contradicts it
- Revenue CAGR 3Y: 3.7%
- Current ratio: 0.8x
- The valuation methods diverge
Not assessed (insufficient data or a ratio without meaning): Net debt / EBITDA.
Versus the vertical median
Services-Computer Processing & Data Preparation (SIC 7374) · same industry (4-digit SIC) · compared with 39 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| ADPAutomatic Data Processing, Inc. | 119.8 bn | 27.7 | 77.0% | 20.1% | +6.7% | +19% / +32% |
| WDAYWorkday, Inc. | 44.4 bn | 40.9 | 16.0% | 12.3% | +13.1% | −6% / −25% |
| VRSKVerisk Analytics, Inc. | 25.9 bn | 30.1 | — | 29.3% | +6.6% | −12% / −18% |
| FIRYFiry Inc. | 4.3 bn | — | -63.0% | -60.2% | +12.5% | +107% / +94% |
| FAFirst Advantage Corp | 3.9 bn | 160.5 | 1.9% | 1.5% | +83.0% | +62% / +45% |
| FIVNFive9, Inc. | 2.7 bn | 52.7 | 7.9% | 4.9% | +10.3% | +86% / −52% |
| RAMPLiveRamp Holdings, Inc. | 2.3 bn | 15.8 | 16.2% | 18.7% | +9.0% | +41% / +39% |
| INFQInfleqtion, Inc. | 1.9 bn | — | -70.8% | — | unavailable | unavailable / unavailable |
| INODInnodata Inc | 1.5 bn | 32.8 | 37.7% | 14.7% | +47.6% | −25% / +541% |
| CLVTClarivate PLC | 1.4 bn | — | -8.2% | -15.1% | −4.0% | −44% / −73% |
| UPWKUpwork Inc. | 1.3 bn | 12.9 | 16.3% | 13.5% | +2.4% | −48% / −27% |
| LZLegalZoom.com, Inc. | 1.1 bn | 56.0 | 12.1% | 2.6% | +10.9% | −26% / −40% |
| PLTKPlaytika Holding Corp. | 808.6 m | — | — | -9.9% | +8.1% | −48% / −76% |
| YEXTYext, Inc. | 775.0 m | 40.6 | 27.8% | 5.9% | +6.1% | −6% / +23% |
| NRDSNerdWallet, Inc. | 754.4 m | 13.3 | 18.2% | 7.6% | +21.7% | −21% / +1% |
| NXTTNext Technology Holding Inc. | 736.5 m | — | -59.4% | -2,356.0% | +545.3% | −99% / −100% |
| CARSCars.com Inc. | 682.5 m | 22.4 | 7.4% | 4.7% | +0.6% | +10% / −32% |
| IBEXIBEX Limited | 593.6 m | 14.3 | 30.4% | 7.2% | +15.4% | +27% / +152% |
| OOMAOoma, Inc. | 524.7 m | 49.8 | 11.7% | 3.6% | +6.5% | +69% / +64% |
| GRVYGravity Co., Ltd. | 475.7 m | 0.0 | 16.5% | 17.0% | −31.0% | +19% / −6% |
| EGHT8x8, Inc. | 326.4 m | 55.5 | 3.5% | 0.6% | +2.9% | +16% / −27% |
| TCXTucows Inc | 140.3 m | — | — | -21.2% | +7.7% | −42% / −41% |
| TRAKRepositrak, Inc. | 132.7 m | 18.7 | 14.9% | 32.5% | +3.0% | −46% / −29% |
| BIRDSmartbird, Inc. | 92.1 m | — | -164.0% | -72.8% | −19.7% | −68% / −91% |
| VERIVeritone, Inc. | 56.7 m | — | -517.7% | -117.5% | −0.5% | −87% / −73% |
1- and 3-year price returns: for YEXT from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 6.29 Total return -20% · Per year -20% | 11.12 Total return 42% · Per year 42% | 16.75 Total return 114% · Per year 114% |
| 3 years | 6.00 Total return -23% · Per year -9% | 11.95 Total return 53% · Per year 15% | 19.78 Total return 153% · Per year 36% |
| 5 years | 5.72 Total return -27% · Per year -6% | 12.84 Total return 64% · Per year 10% | 23.36 Total return 198% · Per year 24% |
- Exit P/E± 2.99
- Net margin± 2.09
- Annual revenue growth± 1.73
- Annual dilution± 0.18
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Yext provides a digital presence management platform that structures brand information in a Knowledge Graph and delivers it to a Publisher Network of over 200 service and application providers. As consumers shift toward AI-driven search, the company is trying to turn its subscription model into growth, but revenue has stalled and total ARR edged down in the second quarter of fiscal 2027 to 440.8 million USD 23.
SWOT
Strengths
- The platform has a Knowledge Graph and a broad network of integrated service providers that is hard to replicate quickly 1. The subscription model provides recurring revenue that is fairly predictable in the near term 2.
- The enterprise segment is improving retention and expansion, which points to product value for complex companies 23.
- The company reported record Adjusted EBITDA in its latest quarter, indicating better operating discipline 3.
Weaknesses
Opportunities
- AI-driven search could increase demand for structured business data if the platform stays integrated with new services 13.
- Expanding the API and MCP offering could open new integrations with partners and developers 3.
- Expansion into new international markets and industry verticals could add enterprise customers 1.
Risks
- Slowing revenuehigh
Revenue growth has slowed, and excluding the Hearsay acquisition revenue would have declined in fiscal 2026 1. If the trend continues, the company could struggle to reach sustained profitability 1.
- Balance sheet effect of the tender offermedium
The self-tender offer increased long-term debt and reduced cash reserves 12. If operating results do not improve, financial flexibility could be limited 1.
- Dependence on third partiesmedium
A significant share of revenue depends on resellers and third-party providers in the publisher network that the company does not control 1. Changes at these partners could affect integrations and revenue 1.
- Security and data risklow
A cyberattack or software error could interrupt services and expose customer data 1. The costs and reputational damage could be significant 1.
Investment thesis
What would need to be true (bull case)
- If the Knowledge Graph becomes a standard source for AI answers, Yext could expand sales to existing customers and improve retention.
- Rising retention in the enterprise segment and high adjusted margins suggest the model could become more profitable if the trend continues 23.
- Recent acquisitions in AI analytics and search could add features that customers pay for on top of their subscriptions 13.
What would break the thesis
- If the smaller segment keeps contracting, the company could lose recurring revenue faster than the enterprise segment can offset 2.
- Achieving durable profitability could prove difficult given the history of losses and the large accumulated deficit 1.
- Large platforms could integrate similar features, which could limit Yext's independent growth 1.
What to watch
- Effect of the tender offer on debt and liquidityQ3 fiscal 2027
- Adoption of AI search products and the APIfiscal 2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Yext describes its platform as a knowledge management system for businesses, storing structured data in the Knowledge Graph and distributing it to maps, search applications, voice assistants and social networks through its Publisher Network 1. Key products such as Listings, Reviews, Pages, Search, Social, Relate and Scout are sold on subscription, priced by package, number of licences and capacity 1. The company sells both directly to enterprise and mid-size customers and through third-party resellers 1.
The platform targets companies with many locations, where information about products, hours, menus or professionals must stay consistent across thousands of online touchpoints 1. Recent additions include the Places Scout acquisition, for 20.3 million USD in cash, which adds AI search visibility analytics 1, and the announced acquisition of GoShine for brand-level visibility optimization in AI search 3.
Market context
The addressable market is managing business information across the digital ecosystem, where consumers increasingly search using natural language and AI answers 1. Yext positions its product at the intersection of local marketing, online reputation management and visibility analytics across traditional and AI search 13. These sources do not give a total market size, so it cannot be quantified here.
Demand depends on customers' technology budgets, which can be reduced during periods of economic uncertainty 1. The company points to slower spending, contract renegotiations and non-renewals as concrete risks to recurring revenue 12.
Trends
- AI-driven searchtailwind
Consumers increasingly use natural language queries and direct answers from search engines, which could favour companies that structure their information 1. Yext states that brands must keep accurate and consistent data to remain visible 1.
- Fragmented searchmixed
Business information appears on a growing number of services, from maps and social networks to voice assistants, which increases management complexity 1. The company sees fragmentation as an advantage, though success depends on many services requiring structured data 1.
- Pressure on technology spendingheadwind
Inflation, tariffs and lower technology spending could lengthen sales cycles and reduce new subscriptions 1. Yext notes that customers may seek concessions or delay renewals 2.
- AI and data regulationheadwind
Evolving rules on AI and data privacy could change how Yext uses AI in its products, with compliance and reputational risks 1. The company flags this as an area where compliance costs could rise 1.
Competitive position
The Yext platform competes with providers of listings, review management and on-site search, as well as large platforms building their own answer tools 1. The company acknowledges that it may not always compete effectively, which could affect operating results 1.
Yext differentiates through its Knowledge Graph, its network of over 200 providers and the Scout analytics that benchmark brand visibility against competitors 1. The advantage depends on retaining customers and integrating recent acquisitions 1.
- Google (Google Business Profile)GOOGL
Google is both a distribution channel within the Yext network and a competitor through its own business profile tools 2.
- Listings and review management providers
The company refers to competitors offering similar listings, review and local search services, without naming them in the sources provided 1.
- AI search and chat providers
AI answer engines appear both as partners in the Yext network and as forces that could reduce reliance on customers' own websites 1.
- Digital marketing providers for financial services
The Relate product and the Hearsay acquisition target financial services firms, where specialised providers already serve client communication 1.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
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News & filings
In the press
- Yext (YEXT) Reports a 31% Adjusted EBITDA Margin as Revenue Contracts. Can Enterprise Retention Restore Growth?Yahoo Finance — News · 09 Sept 2026 · EN
The latest news item in our archive is from 09 Sept 2026; the newest SEC filing is from 14 Oct 2026. The press archive comes from the RSS feeds we follow and does not necessarily cover the latest event — the filings alongside do.
SEC filings
- Current report14 Oct 2026Departure or appointment of officers · Financial statements and exhibits
- Quarterly report01 Sept 2026
- Current report01 Sept 2026Results of operations · Financial statements and exhibits
- Current report07 Jul 2026Departure or appointment of officers
- Current report11 Jun 2026Departure or appointment of officers · Shareholder vote
- Quarterly report02 Jun 2026
- Current report02 Jun 2026Results of operations · Other events · Financial statements and exhibits
- Current report27 Apr 2026Amendments to articles or bylaws · Financial statements and exhibits
- Proxy statement27 Apr 2026
- Annual report10 Mar 2026
Sources
- [1] Form 10-K, fiscal year ended 2026-01-31 · SEC / Yext, Inc. · 10 Mar 2026
- [2] Form 10-Q, quarter ended 2026-07-31 · SEC / Yext, Inc. · 01 Sept 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Yext, Inc. · 01 Sept 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.