YEXT · NYSE · Software - Infrastructure

Yext (YEXT)

Maintains a structured brand-data graph that feeds listings, search, and AI answer engines.

$6.37
After hours−0.01 (−0.20%)
At close$6.38(−0.58%)
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Yext, Inc.YEXT
Information Technology

A structured Knowledge Graph of business facts underpins listings, reviews, site search, and AI-visibility monitoring across search engines and AI answer platforms. Revenue comes mostly from subscription software sold to enterprise, mid-size, and small-business customers directly and through resellers, with a client-engagement suite for regulated industries such as financial services and insurance added through acquisition.

Founded in 2006 in New York, the company began as a pay-per-call lead-generation business, then pivoted to syncing business location data across maps, search engines, and directories — the origin of its structured Knowledge Graph.

Following a change in chief executive, the platform was repositioned around visibility in AI-generated answers, tracking how brand information appears across AI models and traditional search. Headquartered in New York, it has also expanded internationally.

Subscription software drives most revenue, sold directly and through resellers to businesses of varying size. An acquired client-engagement suite extended the platform into regulated industries such as financial services and insurance, while the core listings business depends on continued data access from external search and map publishers.

Company facts

CEOMichael Walrath
ListedApr 13, 2017
ExchangeNYSE
HeadquartersNew York, NY
CountryUnited States
Employees1,120
CIK0001614178
ISINUS98585N1063

Market cap$643.6M
EPS (ttm)$0.1950
P/E (ttm)32.92
ROE27.9%
P/B18.05
P/S1.45
Dividend yieldDiv yield
Beta0.71vs XLK −0.55

Price target$8.00+25.0%Average of 17 analysts
ConsensusBuy8 of 17 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jun 3, 2026B. Riley SecuritiesDowngrade
Rating: Buy
Rating: Neutral
Mar 11, 2026Roth CapitalDowngrade
Rating: Buy
Rating: Neutral
Jun 4, 2025B. Riley SecuritiesUpgrade
Rating: Neutral
Rating: Buy

Next report
Dec 14, 26
in 83 days
EPS estimate
$0.19
Revenue estimate
$111.8M
Fiscal quarter
Q3 FY27

EPSReportedEstimate

Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26Dec '26
Reported$0.12$0.12$0.12$0.14$0.14$0.14$0.21Pending
Estimate$0.14$0.11$0.12$0.13$0.13$0.13$0.17$0.19
Surprise−14.3%+9.1%0.0%+7.7%+7.7%+7.7%+23.5%

RevenueReportedEstimate

Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26Dec '26
Reported$113.1M$109.5M$113.1M$112.0M$112.0M$107.9M$111.1MPending
Estimate$107.6M$107.6M$113.1M$112.7M$113.7M$110.7M$111.3M$111.8M
Surprise+5.1%+1.8%0.0%−0.6%−1.5%−2.5%−0.2%
Estimate$0.19
ReportedDue Dec 14, 2026
Estimate$111.8M
ReportedDue Dec 14, 2026
View details

Debt to equity621.60%
Current ratio82.80%

ProfitabilityRevenueNet incomeNet margin

Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27Q2 FY27
Revenue$114.0M$113.1M$109.5M$113.1M$112.0M$112.0M$107.9M$111.1M
Net income−$12.8M−$7.3M$770.0K$26.8M$6.1M$4.2M$2.6M$13.1M
Net margin0.0%0.0%0.7%23.7%5.5%3.8%2.4%11.8%

GrowthOperating income

Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27Q2 FY27
Operating income−$10.4M−$9.1M$1.1M$29.7M$7.8M$6.0M$5.6M$17.6M
YoY growthLoss widenedTurned lossTurned profitTurned profitTurned profitTurned profit+399.3%−40.8%

Balance sheet, Jul 31, 2026Cash & short-term investments $86.8M · Total debt $221.7M · Total assets $483.9M · Shareholders' equity $35.7M

Revenue
$111.1M
Operating income
$17.6M
Net income
$13.1M
View details

No dividends on record.

Institutions74.78%74.02M shares
187 holders · as of Jun 30, 2026
Insiders11.60%11.48M shares
13 holders · as of Sep 11, 2026
Other13.62%13.48M shares
remainder

98.98M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Lynrock Lake LPInstitution
19.21%19.02Mas of Jun 30, 2026
Baillie Gifford & Co (Scottish partnership)Institution
10.70%10.59Mfiled Jan 17, 2020
Capital World InvestorsInstitution
9.31%9.21Mfiled Feb 14, 2020
Lead Edge Capital Management, LLCInstitution
7.92%7.84Mas of Jun 30, 2026
BlackRock, Inc.Institution
7.47%7.40Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Sep 11, 2026Ho Shinofficer: General Counsel−30,000$6.39
Jul 13, 2026Daniel J. Englanderdirector+76,190$5.22
Jun 11, 2026Seth H. Waughdirector+133,000$3.75
Apr 15, 2026Allan Tangofficer: Chief Accounting Officer−10,000$3.62
Mar 23, 2026Lead Edge Capital Management, LLC10 percent owner−4,948,782$5.75
View details

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