Yext, Inc. (YEXT)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$6.51+1.09%
Close 2026-09-04 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · YEXT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 1 guided quarters · 0.0% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue expanding the share repurchase program to return capital to shareholders and reduce outstanding shares.
Stated as a priority in 3 of last 3 quarters. Yext repurchased 24.3 million shares for $140 million by 2027-Q1 and increased its share repurchase authorization by $100 million in 2026-Q4. The company has consistently expanded its repurchase program and executed significant buybacks, delivering on this capital allocation priority.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Repurchased 24.3 million shares for $140 million through its completed Tender Offer; separate open market share repurchase program authorization increased by $100 million.”
“Board approved repurchase of up to an additional $100 million of common stock, increasing the share repurchase program.”
“Repurchased 24.3 million shares for $140 million through its completed Tender Offer; increased open market share repurchase program authorization by $100 million.”
Focus on improving operating efficiencies to expand Adjusted EBITDA margin throughout the fiscal year.
Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA margin was 25% in 2027-Q1 and management expects margin expansion towards 30% by fiscal year end. The company is delivering improving operating efficiencies consistent with its stated goal of margin expansion.
“Delivered $26.9 million in Adjusted EBITDA and a strong 25% Adjusted EBITDA margin.”
“Achieved record Adjusted EBITDA and delivering significant capital returns to shareholders.”
“Expect to realize incremental operating efficiencies resulting in Adjusted EBITDA margin expansion towards 30%.”
Accelerate growth in enterprise ARR customer cohort through improved retention and expansion.
Stated as a priority in 2 of last 3 quarters. ARR was $440.8 million in 2027-Q1 with management reporting accelerated growth in the enterprise ARR cohort driven by retention and expansion. The trajectory shows progress but with limited data points, growth is ongoing and under watch.
“ARR of $440.8 million; growth in enterprise ARR customer cohort accelerated again in the second quarter.”
“Improving year-over-year growth in customers with ARR ≥ $50K.”
Continue and expand the share repurchase program with additional $100 million authorization approved by the Board.
Over the trailing year it converted -168.93x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated stable grew net income 54% of the time over the next year (vs 60% for the rest of the cohort, n=2709).
Not investment advice. As of 2026-09-04.