Yext, Inc. (YEXT)
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-11-05
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-11-05
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.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Importantly, as we advance our innovation agenda we are simultaneously achieving record Adjusted EBITDA and delivering significant capital returns to shareholders.
Stated in 2 of 2 supplied quarters. Management reported: “Importantly, as we advance our innovation agenda we are simultaneously achieving record Adjusted EBITDA and delivering significant capital returns to shareholders.” ““Our first quarter performance highlights the structural efficiency and profitability of our operations, delivering $26.9 million in Adjusted EBITDA and a strong 25% Adjusted EBITDA margin,” said Michael Walrath, Yext Chairman and CEO.”
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=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Importantly, as we advance our innovation agenda we are simultaneously achieving record Adjusted EBITDA and delivering significant capital returns to shareholders.”
““Our first quarter performance highlights the structural efficiency and profitability of our operations, delivering $26.9 million in Adjusted EBITDA and a strong 25% Adjusted EBITDA margin,” said Mic…”
“Growth in our enterprise ARR customer cohort accelerated again in the second quarter, driven by improvements in both retention and expansion for that cohort, and we are seeing signs that we expect t…
Stated in 2 of 2 supplied quarters. Management reported: “Looking ahead, the improving year-over-year growth in our customers with ARR ≥$50K along with our strong cash balance sheet allows us to simultaneously fund internal R&D, pursue high-return M&A to increase our velocity, and return capital to shareholders.” ““Growth in our enterprise ARR customer cohort accelerated again in the second quarter, driven by improvements in both retention and expansion for that cohort, and we are seeing signs that we expect that momentum carry into the third quarter," said Michael Walrath, Yext Chairman and CEO.”
““Growth in our enterprise ARR customer cohort accelerated again in the second quarter, driven by improvements in both retention and expansion for that cohort, and we are seeing signs that we expect t…”
“Looking ahead, the improving year-over-year growth in our customers with ARR ≥$50K along with our strong cash balance sheet allows us to simultaneously fund internal R&D, pursue high-return M&A to in…”
Importantly, as we advance our innovation agenda we are simultaneously achieving record Adjusted EBITDA and delivering significant capital returns to shareholders.
Stated in 2 of 2 supplied quarters. Management reported: “Looking ahead, the improving year-over-year growth in our customers with ARR ≥$50K along with our strong cash balance sheet allows us to simultaneously fund internal R&D, pursue high-return M&A to increase our velocity, and return capital to shareholders.” “Importantly, as we advance our innovation agenda we are simultaneously achieving record Adjusted EBITDA and delivering significant capital returns to shareholders.”
“Importantly, as we advance our innovation agenda we are simultaneously achieving record Adjusted EBITDA and delivering significant capital returns to shareholders.”
“Looking ahead, the improving year-over-year growth in our customers with ARR ≥$50K along with our strong cash balance sheet allows us to simultaneously fund internal R&D, pursue high-return M&A to in…”
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 US dollar, the broad stock market, 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 57% of the time over the next year (vs 54% for the rest of the cohort, n=6074).
Not investment advice. As of 2026-11-05.