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what it is
Yext sells software that keeps a company’s facts, reviews, and local pages consistent across the internet.
how it gets paid
Last year Yext made $447M in revenue. Listings Management was the main engine at $170M, or 38% of sales.
why it's growing
Revenue grew 6.1% last year. Annual revenue reached $447M, up 6.1% vs. prior year.
what just happened
Yext posted $112.0M in quarterly revenue and kept gross margin at 74.8%.
At a glance
B balance sheet — gets the job done, barely
35/100 earnings predictability — expect surprises
83.6x trailing p/e — you're paying up for this one
-$0.22 fy2024 eps est
$421M fy2024 rev est
xvary composite: 62/100 — average
What they do
Yext sells software that keeps a company’s facts, reviews, and local pages consistent across the internet.
Yext sits in 200+ maps, apps, search engines, GPS systems, and directories. That is where your hours and phone number have to stay right. Switching costs (pain of replacing a system) are real because one dashboard controls facts, landing pages, and reviews.
How they make money
$447M
annual revenue · their business grew +6.1% last year
Listings Management
$170M
Search & Pages
$123M
Reviews
$74M
Knowledge Network
$46M
Services & support
$34M
The products that matter
manages digital business listings
Listings management
150+ sites
It pushes business information across 150+ sites like Google and Apple Maps. Useful, but the uncomfortable part is obvious: some of the biggest platforms in that workflow also offer free tools.
distribution layer
powers search and customer answers
Answers platform
1.5M locations
Its knowledge engine supports 1.5M business locations. That scale matters because enterprise customers want one system, not 20 disconnected dashboards.
enterprise workflow
implementation and support work
Professional services
$26M · about 6% of revenue
This $26M segment is small next to subscription revenue, but it helps land and maintain larger customers. It is support revenue, not the investment case.
small but sticky
Key numbers
$447M
annual revenue
This is the size of the business. You are buying a sub-$1B software name, not a giant platform.
74.8%
gross margin
For every $1 of sales, about $0.75 stays after direct costs. That is why the company can post profit with modest growth.
83.6x
trailing p/e
You are paying $83.60 for each $1 of trailing earnings. That is a rich price for a small software business.
$98M
debt load
Debt is 13% of capital. That is manageable until sales stumble or rates bite.
Financial health
B
strength
- balance sheet grade B — adequate — nothing special
- risk rank 1 — safer than 95% of stocks
- price stability 15 / 100
- long-term debt $98M (13% of capital)
B — functional but not a standout on the balance sheet.
Total return vs. market
Return history isn't available for YEXT right now.
source: institutional data · return history unavailable
What just happened
beat estimates
Yext posted $112.0M in quarterly revenue and kept gross margin at 74.8%.
Annual revenue reached $447M, up 6.1% vs. prior year. The company also swung to $37.9M of net income in fiscal 2026 after a loss the year before.
$112.0M
revenue
$0.06
eps
74.8%
gross margin
the number that mattered
74.8% gross margin matters because it shows the business keeps most of each sales dollar before overhead.
source: company earnings report, 2026
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What could go wrong
the #1 risk is listings and search tools getting commoditized by Google, Apple, and other platform owners.
med
Commoditized core product
Yext helps brands manage presence across search and maps, but some of the biggest distribution points also offer free tools. That makes pricing power fragile in the exact workflow Yext sells.
If customers decide the paid layer is optional, nearly all of the $446.6M revenue base feels it because subscription services account for about 94% of sales.
med
Margin relapse after the first profitable year
The company moved from a $27.9M loss to $37.9M of profit, but operating margin is still just 2.4%. That is a thin buffer for a software company carrying new debt and trying to prove profitability is repeatable.
A small deterioration in spend discipline can erase a large share of earnings because the margin cushion is so narrow.
med
Debt-funded buyback becomes the story
The failed $9 buyout was replaced by a $140M tender offer backed by debt financing, and the company also closed a $200M BlackRock facility. Buybacks can help per-share math. They do not fix a weak core business.
This adds leverage to a company with $98M in long-term debt and shifts more of the investment case toward capital allocation instead of operating improvement.
These three risks touch almost the entire $446.6M business, and they matter more because Yext is trying to protect a premium 83.6x trailing earnings multiple with only a 2.4% operating margin.
source: institutional data · regulatory filings · risk analysis
Pay attention to
calendar
$140M tender offer expiration
The modified Dutch auction was set to expire March 12, 2026, with an extension path to March 18. The result tells you how aggressively the company is shrinking share count and at what price shareholders are willing to sell.
metric
The 74.8% vs 2.4% margin gap
Gross margin says this should be a good software business. Operating margin says most of that advantage is still getting spent away. If that gap does not narrow, the profit story stays fragile.
trend
ARR growth holding above the current 6.1%
Annual recurring revenue reached $444.3M. You want to see that pace hold or improve, because a premium multiple on a slowing recurring-revenue business gets punished fast.
risk
Debt usage after the BlackRock facility
The $200M facility closed in May 2025. Watch whether borrowings are supporting a cleaner capital structure or simply funding financial engineering while the core business remains mixed.
Analyst rankings
earnings predictability
35 / 100
Earnings are harder to model here than in steadier software names. In human-speak: do not treat one profitable year as settled fact.
risk rank
1
This measure scores as safer than 95% of stocks. The translation: balance-sheet risk is not the main problem — business quality and durability are.
source: institutional data
Institutional activity
institutional ownership data for YEXT is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$8
current price
n/a
target midpoint · n/a from current
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