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Yext, Inc. 8-K Filings

YEXT NYSE

Every 8-K that Yext, Inc. (YEXT) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow YEXT and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full YEXT filings page.

Rhea-AI Summary

Yext, Inc. (YEXT) reported results for the three months ended July 31, 2026 (fiscal Q2 2027), with revenue of $111.1 million, down modestly year over year, but profitability and cash generation remained strong. GAAP net income was $13.1 million, or $0.13 per basic and diluted share, while non-GAAP EPS was $0.21.

Adjusted EBITDA rose to $34.0 million, a 30.6% margin, versus $26.4 million a year ago, reflecting lower sales and marketing and R&D spending as a percentage of revenue. Free cash flow for the first six months was $44.7 million, with trailing 12‑month free cash flow of $53.0 million. Total ARR was $440.8 million, down 1% year over year, but ARR from customers with ≥$50,000 of ARR increased 2% to $405.9 million and now represents 92% of total ARR. Dollar-based net retention was 96% overall and 98% for the ≥$50,000 cohort.

Yext ended the quarter with $100.4 million in cash, cash equivalents and restricted cash and $147.7 million of debt, or about 0.5x trailing 12‑month Adjusted EBITDA. The company repurchased 1.8 million shares in Q2 and completed a prior tender offer, reducing shares outstanding to 99.3 million, about 24% lower since fiscal 2023. Strategically, Yext completed the GoShine acquisition and expanded its AI-driven platform with Scout enhancements, Action Center general availability, and the launch of Corvo AI for small businesses.

Rhea-AI Summary

Yext, Inc. expanded its board of directors from seven to eight members and elected Cynthia Paul as a Class I director, with her term expiring at the 2027 annual stockholders’ meeting. Paul is an experienced investment manager and former director at several technology companies.

Under Yext’s outside director compensation policy, she received an initial grant of 89,058 restricted stock units valued at $350,000, vesting in equal annual installments over three years, and will be eligible for ongoing cash and equity compensation and expense reimbursement like other non-employee directors.

Rhea-AI Summary

Yext, Inc. reported results from its June 10, 2026 annual meeting of stockholders. Two Class III directors were elected to terms expiring at the 2029 annual meeting, with Daniel Englander receiving 61,538,851 votes for and Andrew Sheehan receiving 42,086,549 votes for, each with broker non-votes recorded.

Stockholders ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending January 31, 2027, with 72,769,470 votes for. On an advisory basis, stockholders approved the compensation of the named executive officers, with 59,780,340 votes for. They also approved the amended, restated and extended 2016 Equity Incentive Plan, which received 48,430,077 votes for.

Rhea-AI Summary

Yext, Inc. reported first quarter fiscal 2027 results with revenue of $107.9 million, down about 1% year over year, but delivered stronger profitability. GAAP net income was $2.6 million, or $0.02 per basic and diluted share, while non-GAAP EPS was $0.15 basic and $0.14 diluted.

Adjusted EBITDA reached $26.9 million, giving a healthy 25% margin, and free cash flow was $37.0 million with a 34% margin, showing solid cash generation. Annual Recurring Revenue was $440.8 million, slightly lower than a year earlier, with larger customers (≥$50,000 ARR) representing 91% of ARR and a 97% net retention rate. The board also expanded the open-market share repurchase authorization by $100 million, after completing a tender offer that bought 24.3 million shares for $140 million at $5.75 per share.

Rhea-AI Summary

Yext, Inc. reports that its Board of Directors has approved amendments to the company’s Amended and Restated Bylaws, effective immediately before the filing of its April 27, 2026 proxy statement. The changes adopt a majority voting standard for uncontested director elections and retain a plurality standard for contested elections.

The amendments also update advance notice provisions for stockholder proposals and director nominations, add a forum selection provision, and incorporate changes in Delaware law and current market practice, along with other technical and conforming edits. The full amended bylaws are provided as Exhibit 3.1.

Rhea-AI Summary

Yext, Inc. reported fourth quarter and full-year fiscal 2026 results showing a clear move to profitable growth. Q4 revenue was $112.0 million with basic EPS of $0.03 and non‑GAAP EPS of $0.15; Q4 Adjusted EBITDA reached $29.0 million with a 26% margin. For fiscal 2026, revenue was $446.6 million, up from $421.0 million, while net income swung to $37.9 million from a $27.9 million loss. Full‑year Adjusted EBITDA rose to $107.3 million with a 24% margin, and non‑GAAP net income was $68.6 million. Annual Recurring Revenue was $444.3 million, roughly flat year over year, as the company intentionally shifted away from smaller customers toward larger enterprise accounts, where net retention reached 99%. Yext also highlighted a tender offer to repurchase up to $140.0 million of common stock, year‑to‑date repurchases of $67.0 million, new debt financing of $99.0 million, and cash, cash equivalents and restricted cash of $169.2 million as of January 31, 2026.

Rhea-AI Summary

Yext, Inc. disclosed that its board compensation committee approved cash retention bonuses for two senior executives. The company granted a $28,280 cash retention bonus to Chief Financial Officer Darryl Bond and a $310,065 cash retention bonus to EVP & General Counsel Ho Shin.

Each bonus is structured as a lump-sum payment to be paid on the first payroll date following the end of fiscal 2027, aligning the executives’ incentives with staying at the company through that period.

Rhea-AI Summary

Yext, Inc. disclosed that CEO and Chair Michael Walrath has withdrawn his previously announced non-binding proposal to acquire all outstanding shares of the company that he does not already own at a cash price of $9.00 per share.

At the same time, Yext announced its intention to repurchase $150 million of its common stock through a self-tender offer. The company emphasized that the tender offer has not yet commenced and may not proceed on the terms described or at all, and that any offer will be made only through formal tender documents filed with the SEC and sent to shareholders.

Rhea-AI Summary

Yext, Inc. reported that it has released financial results for its third fiscal quarter ended October 31, 2025, via a press release furnished as Exhibit 99.1 to this report. The company notes that the release includes both GAAP and non-GAAP financial information, with reconciliations between the two provided in the same document. Yext also highlights that it uses its Investor Relations website to share material information consistent with Regulation FD, and clarifies that the earnings information in this report is being furnished rather than filed for securities law purposes.

Rhea-AI Summary

Yext, Inc. disclosed that on Sept 8, 2025 it issued a press release reporting financial results for its second fiscal quarter ended July 31, 2025. The filing states the press release is attached as Exhibit 99.1 and that the release includes non‑GAAP financial information with a reconciliation to GAAP included. The company says it uses its Investor Relations webpage for disclosure and notes that the Item 2.02 information (including Exhibit 99.1) is not deemed "filed" under the Exchange Act for Section 18 liability or incorporation by reference except as expressly stated elsewhere.

Rhea-AI Summary

Yext, Inc. disclosed that Chief Executive Officer and Chairman Michael Walrath has submitted a non-binding proposal to acquire all outstanding Yext shares he does not already own for $9.00 per share in cash.

The company furnished a press release that also provides updates to its anticipated financial results for the second fiscal quarter ended July 31, 2025 and guidance for the full fiscal year ending January 31, 2026. The release is attached as Exhibit 99.1 and is made available through Yext’s investor relations website.

The proposal is subject to approvals and may face risks such as required board, stockholder and regulatory approvals, potential litigation and possible business disruption, as highlighted in Yext’s forward-looking statements and referenced risk factors.