Yext is a cheaply valued software company with excellent cash conversion and 3 EPS beats in the last 4 quarters, but revenue is slipping, estimates are being cut sharply and the price is above the analyst target, so the stance is to reduce rather than add.
Thesis pillars
- Stalled Revenue Growth→Stable
- Earnings Beat Streak→Stable
- Cheap Valuation Cash Conversion→Stable
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Oct 24, 2026, based on the 10-K filed Mar 10, 2026
Yext, Inc. (YEXT) Stock Analysis
Breakout setup · Inst Constrain edge
Technology · Software - Infrastructure
Sell if holding. Analyst target reached at $7.33 — A.R:R is negative (-1.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Technology): -0.8.
Yext operates a cloud-based digital presence management platform (the Answers Platform) that lets businesses structure and organize brand information in a Knowledge Graph, then distribute it across a Publisher Network of more than 200 services including Google, Amazon Alexa,... Read more
Sell if holding. Analyst target reached at $7.33 — A.R:R is negative (-1.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Technology): -0.8. Chart setup: Golden cross, above all MAs, RSI 66, MACD bullish. Score 4.7/10, high confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 38d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About Yext, Inc.
About Yext, Inc.
Yext's Answers Platform organizes brand information in a Knowledge Graph and distributes it through a Publisher Network of more than 200 service and application providers, including Amazon Alexa, Apple, Bing, Google, and OpenAI, letting businesses manage listings, reviews, and search presence across the web and AI chat assistants. The company serves customers across healthcare, hospitality, food services, retail, and financial services worldwide, and no single customer accounted for more than 10% of revenue in fiscal years 2026, 2025, or 2024.
Yext generates revenue through annual and multi-year subscription packages priced by the number of licenses, such as locations, persons, or events managed on the platform, the feature package selected, and renewal rates, with enterprise and mid-size customers able to purchase products like Listings, Pages, Reviews, Search, Social, and Relate either bundled or separately. The company also sells through third-party resellers, where Yext contracts only with the reseller rather than the reseller's end customer, and generates supplemental revenue from professional services such as custom landing pages and data integrations. Yext's platform functionality depends on integrations with each application in its Publisher Network to search, claim, and update listings and retrieve review and traffic data, and the company has built specialized integrations and working relationships with major application providers as well as its own API for smaller ones. Growth strategy centers on expanding existing customer relationships into new products and geographies, extending the Publisher Network, and growing international sales beyond its established presence in the United Kingdom, Germany, France, Italy, the Netherlands, Spain, Switzerland, and Japan.
Show full overview
Yext frames its core opportunity and its core risk around the same shift: as consumers increasingly get direct answers from AI models and chat assistants rather than clicking through search results, Yext's Publisher Network already includes Gemini and OpenAI alongside traditional search engines, positioning the company to structure brand data for AI-driven zero-click answers rather than only classic search listings. That same shift cuts the other way in the filing's own risk summary, which discloses that Yext's revenue has slowed and even contracted in recent periods and that the company is running an ongoing self-tender offer as part of its capital allocation strategy, suggesting management is still working out whether the AI-search transition nets out as a tailwind or a disruption to its traditional listings and reviews business.
See also: Technology · Software - Infrastructure
From Yext, Inc.'s most recent 10-K filing, extracted July 6, 2026.
Recent developments
updated 2026-10-29Recent Developments — Yext, Inc.
Latest news
- NEWS Lead Edge Capital Management LLC Purchases Shares of 7,843,296 Yext $YEXT - MarketBeat — MarketBeat positive
- NEWS Yext (YEXT) Expected to Release Quarterly Earnings on Tuesday - MarketBeat — MarketBeat neutral
- NEWS Yext appoints Cynthia Paul as independent director - scanx.trade — scanx.trade neutral
- NEWS YEXT Q2'26 Earnings: EPS estimate is 0.17 USD - TradingView — TradingView neutral
- NEWS YEXT Q2'26 Earnings: EPS estimate is 0.17 USD - tradingview.com — tradingview.com neutral
Generated 2026-10-29T12:43:34Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Material Events(8-K, last 90d)
- 2026-06-11Item 5.07LOWAt the June 10, 2026 annual meeting, stockholders elected two Class III directors to three-year terms and approved the amended, restated, and extended 2016 Equity Incentive Plan. Routine annual meeting business.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
4 floor-breakers
Revenue shrinking — -1.8% YoY. Growth thesis broken unless recovery story develops.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Negative sentiment — recent news tone and/or analyst downgrades drag the composite below neutral.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $7.33 — A.R:R is negative (-1.6) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Technology): -0.8. Chart setup: Golden cross, above all MAs, RSI 66, MACD bullish. Prior stop was $6.85. Score 4.7/10, high confidence.
Analyst target $5.95 reached (−18.8% from $7.33); no take-profit level is published. Prior stop was $6.85. Stop-loss: $6.85.
Analyst target reached - limited upside remaining; Sector modifier (Technology): -0.8; Leverage penalty (D/E 6.2): -1.5.
Yext, Inc. trades at a P/E of 43.1 (forward 9.6). TrendMatrix value score: 7.4/10. Verdict: Sell.
6 analysts cover YEXT with a consensus score of 2.2/5. Average price target: $7.
What does Yext, Inc. do?Yext operates a cloud-based digital presence management platform (the Answers Platform) that lets businesses structure...
Yext operates a cloud-based digital presence management platform (the Answers Platform) that lets businesses structure and organize brand information in a Knowledge Graph, then distribute it across a Publisher Network of more than 200 services including Google, Amazon Alexa, Apple, and OpenAI. The company sells subscriptions across products like Listings, Reviews, Pages, Search, Social, Relate, and Scout to customers in healthcare, hospitality, retail, and financial services, with no single customer accounting for more than 10% of revenue in any of the last three fiscal years.