Expectations trend
FY2028 · fiscal year ending 2028-01-31 · fmp
Yext, Inc. (YEXT)
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-11-05
$7.65-2.30%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.76 → 0.76 EPS · FY ending Jan 31, 2028 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for YEXT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Share buyback program execution | A supporting condition in Yext, Inc.'s published investment case. The stated target is execute $100M share repurchase program. | Intact | buyback program is canceled or materially reduced | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-01-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Dec 14, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
YEXT is a higher-risk growth and operating-efficiency story, not yet a consistent earnings compounder because it remains loss-making. The multi-year view is intact, supported by recent financial strength and management’s progress on margins, but ARR growth remains under watch.
The valuation is described as cheap versus peers, while the overall value signal is neutral and model confidence is medium. The expectations gap is negative, suggesting expectations may still be ahead of what the evidence supports; the valuation score has also fallen recently, though the snapshot does not explain why.
Near term, recent financial performance is strong, with a September earnings beat and an in-line result in June. Management is on track with margin expansion, reporting a 25% adjusted EBITDA margin in 2027-Q1 and expecting progress toward 30% by fiscal year end; ARR was $440.8 million, with enterprise growth supported by retention and expansion. Losses, high overall risk, and a possible guidance cut remain concerns, while a CEO transition adds some uncertainty.
Over the next few quarters, the thesis depends on ARR growth continuing and management delivering the planned margin expansion. A guidance cut would be a meaningful negative; rate cuts or steadier results and guidance from large technology peers would be favorable sector conditions, but neither is certain.
For the next 1 to 3 years, YEXT’s long-term thesis is intact but execution-dependent: recent results and margin progress are encouraging, while ongoing losses and high risk call for caution in judging the evidence. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| It aims to improve operating efficiency. |
| Under Pressure |
| failure to realize incremental operating efficiencies in FY26 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue growth of about 0.5% next fiscal year | Yext grows revenue about 0.5% next year. | Intact | YoY revenue growth falls below 0.5% in FY27 | Revenue growth: -1.76% FY2027-Q2; GAAP. Published target: >=0.5% YoY revenue growth. Annual target cannot be compared with a quarterly or TTM observation. Sep 1, 2026-1.760482 percent · calculatedLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.66 → $0.76 · observed estimates
$0.45B → $0.45B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-07-25 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-07-26 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-07-27 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-07-28 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-07-29 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-07-30 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-07-31 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-01 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-02 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-03 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-04 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-05 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-06 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-08 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-09 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-10 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-12 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-13 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-14 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-15 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-16 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-17 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-18 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-19 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-20 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-21 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-22 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-23 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-24 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-25 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-26 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-27 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-28 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-29 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-30 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-08-31 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-09-01 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-09-02 | $0.66 | $448,300,000 | 1 / 1 |
| 2026-09-03 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-04 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-05 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-06 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-07 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-08 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-09 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-10 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-11 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-12 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-13 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-14 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-15 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-16 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-17 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-18 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-19 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-20 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-21 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-22 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-23 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-24 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-25 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-26 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-27 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-28 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-29 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-09-30 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-01 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-02 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-03 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-04 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-05 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-06 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-07 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-08 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-09 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-10 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-11 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-12 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-13 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-14 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-15 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-16 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-17 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-18 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-19 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-20 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-21 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-22 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-23 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-24 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-25 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-26 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-27 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-28 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-29 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-30 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-10-31 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-11-01 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-11-02 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-11-03 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-11-04 | $0.76 | $447,700,000 | 1 / 1 |
| 2026-11-05 | $0.76 | $447,700,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.