Yext Stock Price, News & Analysis

Yext (NYSE: YEXT) reported strong Q2 fiscal 2026 results, with revenue reaching $113.1 million, up 16% year-over-year. The company achieved significant profitability metrics including net income of $26.8 million and Adjusted EBITDA of $26.4 million with a 23% margin.

Key performance indicators included ARR of $444.4 million, representing a 15% year-over-year increase, and a Dollar-Based Net Retention Rate of 95% for Total and Direct customers. The company maintained strong liquidity with $209.5 million in cash and equivalents.

Notably, CEO Michael Walrath submitted a non-binding proposal to acquire all outstanding shares not already owned by him at $9.00 per share in cash on August 18, 2025.

Yext (NYSE:YEXT) announced that CEO Michael Walrath has submitted a non-binding proposal to acquire all outstanding shares not already owned by him at $9.00 per share in cash. The proposal is backed by well-capitalized financing sources, subject to due diligence.

The company's Board has formed a Special Committee of independent directors to evaluate the proposal and potential alternatives, with BofA Securities as financial advisor and Wilson Sonsini as legal counsel. Walrath expressed openness to superior proposals to maximize stockholder value.

Additionally, Yext expects its fiscal Q2 2026 results to meet or exceed previous guidance, with results to be released in early September. The company has withdrawn its FY2026 guidance due to the acquisition proposal.

Yext (NYSE:YEXT) has released "The Rise of AI Search Archetypes" report, revealing significant shifts in consumer trust and adoption of AI search tools. The global study, surveying 2,237 consumers across the US, UK, France, and Germany, found that 62% of consumers now trust AI for brand discovery decisions.

Key findings show that 43% of consumers use AI search tools daily, with 75% reporting increased usage compared to last year. While AI ranks second for quick answers at 29%, traditional search still leads at 53%. Notably, 68% of consumers have used ChatGPT for local product research, though only 19% trust AI over traditional search for local results.

The study also revealed distinct generational differences in search behavior, with Gen Z leading AI adoption for brainstorming (48%) while Boomers remain hesitant, with 26% not using AI tools at all.

Yext (NYSE: YEXT) has launched Yext Research, a groundbreaking initiative to provide marketers and SEO professionals with comprehensive insights into brand discovery trends. The program leverages over 2 billion data points and advanced modeling to analyze how brands perform across AI answers, local listings, reviews, social platforms, and third-party sites. The initiative includes Yext Research Partners, a collaborative program allowing select experts to access Yext's dataset for independent research, with Andrew Shotland of Local SEO Guide joining as an early advisor. This launch follows Yext's recent acquisition of Places Scout and the introduction of Yext Scout, an AI-powered search and competitive intelligence agent, demonstrating the company's commitment to enhancing brand visibility and intelligence capabilities.

Yext (YEXT) reported strong Q1 FY2026 results with revenue reaching $109.5M, up 14% YoY, driven by Hearsay Systems integration. The company achieved positive net income of $0.01 per share and non-GAAP EPS of $0.13. Adjusted EBITDA hit $24.7M with a 23% margin, while ARR stood at $446.5M. Yext raised its full-year Adjusted EBITDA guidance to $103M-$105M. CEO Michael Walrath highlighted solid execution, growing platform interest, and record Adjusted EBITDA. The company's recent launch of Scout and continued traction in Social demonstrate strategic expansion in the search and discovery landscape. Yext positions itself as the leading digital presence platform for multi-location brands, focusing on delivering consistent, accurate customer experiences across digital channels.

Yext (NYSE: YEXT), the leading digital presence platform for multi-location brands, has scheduled its first quarter fiscal year 2026 earnings release for June 3, 2025, after market close. The company will host a conference call at 5:00 p.m. ET to discuss the results with investors.

A live webcast will be available on Yext's Investor Relations website. Investors can join via phone domestically at (877) 883-0383 or internationally at (412) 902-6506 using passcode 5676430. A replay will be accessible until June 17, 2025, using passcode 1595457.

Yext (NYSE: YEXT) has secured a $200 million senior secured term loan facility from BlackRock to enhance its growth initiatives and strategic objectives. The new facility replaces Yext's existing revolving credit facility with Silicon Valley Bank, which was due to expire in late 2025. The company plans to use the proceeds to support growth initiatives and pursue strategic acquisitions.

CEO Michael Walrath emphasized that this financing demonstrates Yext's business strength and future opportunities. Additionally, Yext announced that its fiscal 2026 first quarter results (ended April 30, 2025) are expected to exceed previously stated guidance ranges from March 5, 2025.

Specright, the leader in Specification Management software, has appointed Mike Boese as its new CEO, with founder Matthew Wright transitioning to Executive Chairman. The leadership change aims to accelerate the company's growth and expand its specification data management platform.

The company currently hosts over 5 million products on its platform and serves four of the top ten US retailers. Specright was recently recognized on the 2024 Deloitte Technology Fast 500 list. Boese, a seasoned software executive with over two decades of leadership experience at companies like Taleo, SAP, PeopleSoft, and Oracle, joins from Hearsay where he achieved substantial growth and led a successful merger with Yext.

In his new role, Boese will focus on scaling customer operations, driving product innovation, and maintaining Specright's mission-driven culture. Wright will continue to lead industry councils, university relations, advise the leadership team, and work with key customers as Executive Chairman.

Yext (NYSE: YEXT) has announced its participation in two major investor conferences in 2025. At the 37th Annual ROTH Conference in Dana Point, CA on March 17, 2025, Chief Data Officer Christian Ward and CFO Darryl Bond will conduct a fireside chat at 1:30 PM PT.

The company will also attend the 1st Annual D.A. Davidson Consumer & Technology Conference in Nashville, TN on June 9, 2025. Senior management will be available for one-on-one and group meetings with investors at both events.

Live audio webcasts and presentations will be accessible through Yext's Investor Relations website at https://investors.yext.com, with replays available for a time after the events.