YEXT

MKT CAP:$474M

Yext, Inc.

Market Cap

$474M

Technology·Software - Infrastructure·🇺🇸 United States·NYSE

Technology·Software Infra·🇺🇸·NYSE

Stock Price

$3.77-$4.08 (-51.97%)

Apr 23, 2026

Company Details

Yext, Inc. organizes business facts to provide answers to consumer questions in North America and internationally. It operates Yext platform, a cloud-based platform that allows its customers to provide answers to consumer questions, to cont...

CEO

Michael Walrath

IPO Date

Apr 13, 2017

Website

www.yext.com

Key Metrics TTM

Revenue

$447M

+6.1% YoY

Net Income

$38M

EPS (Diluted)

$0.06

Free Cash Flow

$53M

Revenue / Share

$3.47

Gross Margin

74.7%

Operating Margin

6.2%

Net Margin

8.5%

FCF Margin

11.9%

P/S

1.1x

P/E

12.5x

Earnings Reports

FY 2026

Mar 10, 2026

$447M+6.1%EPS $0.07

Q4 2026

Mar 10, 2026

$112M-1.0%EPS $0.01

Q3 2026

Dec 8, 2025

$112M-1.7%EPS $0.01

Q2 2026

Sep 8, 2025

$113M+15.5%EPS $0.03

Q1 2026

Jun 9, 2025

$109M+14.1%EPS $0.01

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q1 23	$99M	$74M	-$26M
Q2 23	$101M	$74M	-$20M
Q3 23	$99M	$74M	-$12M
Q4 23	$102M	$75M	-$8M
Q1 24	$99M	$78M	-$18.0K
Q2 24	$103M	$80M	-$4M
Q3 24	$101M	$79M	-$2M
Q4 24	$101M	$79M	$1M
Q1 25	$96M	$74M	-$5M
Q2 25	$98M	$76M	-$8M
Q3 25	$114M	$88M	-$10M
Q4 25	$113M	$87M	-$9M
Q1 26	$109M	$82M	$1M
Q2 26	$113M	$85M	$30M
Q3 26	$112M	$84M	$7M
Q4 26	$112M	$82M	-$10M

Valuation

Quarter	P/S	P/E
Q1 23	1.8x	—
Q2 23	1.3x	—
Q3 23	1.6x	—
Q4 23	2.0x	—
Q1 24	2.7x	—
Q2 24	3.0x	—
Q3 24	1.8x	—
Q4 24	1.9x	—
Q1 25	1.7x	—
Q2 25	1.8x	—
Q3 25	2.2x	—
Q4 25	2.0x	—
Q1 26	1.9x	—
Q2 26	2.4x	144.3x
Q3 26	2.3x	39.4x
Q4 26	1.5x	17.8x

Operating Cash Flow

Quarter	Operating CF	Free CF
Q1 23	$18M	$16M
Q2 23	-$25M	-$27M
Q3 23	-$11M	-$12M
Q4 23	$36M	$35M
Q1 24	$27M	$26M
Q2 24	-$7M	-$8M
Q3 24	-$2M	-$2M
Q4 24	$40M	$39M
Q1 25	$38M	$37M
Q2 25	-$11M	-$11M
Q3 25	-$16M	-$16M
Q4 25	$38M	$38M
Q1 26	$38M	$37M
Q2 26	$8M	$8M
Q3 26	-$20M	-$20M
Q4 26	$30M	$29M

Capital Expenditures

Quarter	CapEx
Q1 23	$2M
Q2 23	$2M
Q3 23	$2M
Q4 23	$793.0K
Q1 24	$944.0K
Q2 24	$623.0K
Q3 24	$753.0K
Q4 24	$408.0K
Q1 25	$647.0K
Q2 25	$545.0K
Q3 25	$577.0K
Q4 25	$316.0K
Q1 26	$562.0K
Q2 26	$573.0K
Q3 26	$515.0K
Q4 26	$907.0K

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q1 23	+7.4%	+13.8%
Q2 23	+2.8%	-3.3%
Q3 23	-0.3%	-10.1%
Q4 23	+1.0%	-10.8%
Q1 24	+0.7%	-20.0%
Q2 24	+1.7%	-11.3%
Q3 24	+1.9%	-7.6%
Q4 24	-0.8%	-8.7%
Q1 25	-3.5%	+2.0%
Q2 25	-4.6%	-1.3%
Q3 25	+12.7%	+20.8%
Q4 25	+11.9%	+22.1%
Q1 26	+14.1%	+6.9%
Q2 26	+15.5%	-20.9%
Q3 26	-1.7%	-15.7%
Q4 26	-1.0%	+0.1%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q1 23	$18M	18.3%
Q2 23	$16M	15.9%
Q3 23	$15M	14.9%
Q4 23	$14M	13.8%
Q1 24	$11M	11.1%
Q2 24	$12M	11.3%
Q3 24	$12M	11.6%
Q4 24	$11M	10.5%
Q1 25	$12M	12.6%
Q2 25	$12M	12.6%
Q3 25	$13M	11.1%
Q4 25	$15M	13.0%
Q1 26	$13M	11.6%
Q2 26	$13M	11.5%
Q3 26	$12M	11.0%
Q4 26	$11M	9.6%

OpEx Breakdown

Quarter	R&D	G&A	S&M
Q1 23	$17M	$21M	$61M
Q2 23	$19M	$20M	$54M
Q3 23	$18M	$19M	$49M
Q4 23	$17M	$19M	$47M
Q1 24	$17M	$19M	$44M
Q2 24	$19M	$18M	$48M
Q3 24	$18M	$17M	$45M
Q4 24	$18M	$18M	$42M
Q1 25	$17M	$20M	$43M
Q2 25	$19M	$23M	$42M
Q3 25	$21M	$33M	$44M
Q4 25	$20M	$30M	$46M
Q1 26	$22M	$23M	$36M
Q2 26	$23M	$61.0K	$32M
Q3 26	$23M	$18M	$34M
Q4 26	$22M	$22M	$32M

Rule of 40

Quarter	Rev Growth %	EBITDA Margin %	Rule of 40
Q1 23	7.4%	-18.7%	-11.3
Q2 23	2.8%	-12.3%	-9.5
Q3 23	-0.3%	-5.2%	-5.5
Q4 23	1.0%	-0.4%	0.5
Q1 24	0.7%	7.0%	7.6
Q2 24	1.7%	3.9%	5.7
Q3 24	1.9%	5.7%	7.6
Q4 24	-0.8%	4.2%	3.4
Q1 25	-3.5%	1.9%	-1.5
Q2 25	-4.6%	-0.4%	-5.0
Q3 25	12.7%	-1.4%	11.3
Q4 25	11.9%	-0.2%	11.7
Q1 26	14.1%	9.6%	23.7
Q2 26	15.5%	35.3%	50.9
Q3 26	-1.7%	14.5%	12.8
Q4 26	-1.0%	-2.4%	-3.4

Rule of 40

Revenue Segments

Quarter	Reportable Segment
Q2 26	$113M
Q3 26	$112M

Revenue by Geography

Quarter	Non-US	North America
Q1 23	$20M	$79M
Q2 23	$20M	$81M
Q3 23	$18M	$81M
Q4 23	$20M	$82M
Q1 24	$21M	$79M
Q2 24	$22M	$81M
Q3 24	$21M	$80M
Q4 24	$22M	$79M
Q1 25	$21M	$75M
Q2 25	$21M	$77M
Q3 25	$22M	$92M
Q4 25	$21M	$92M
Q2 26	$22M	$91M
Q3 26	$21M	$91M

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 23	$248M	$0	$248M
Q2 23	$188M	$0	$188M
Q3 23	$162M	$0	$162M
Q4 23	$190M	$0	$190M
Q1 24	$217M	$0	$217M
Q2 24	$201M	$0	$201M
Q3 24	$182M	$0	$182M
Q4 24	$210M	$0	$210M
Q1 25	$246M	$0	$246M
Q2 25	$235M	$0	$235M
Q3 25	$100M	$0	$100M
Q4 25	$123M	$0	$123M
Q1 26	$115M	$0	$115M
Q2 26	$179M	$0	$179M
Q3 26	$140M	$0	$140M
Q4 26	$154M	$0	$154M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q1 23	131M	+0.6%	+4.6%
Q2 23	124M	-5.3%	-2.1%
Q3 23	124M	-0.6%	-3.9%
Q4 23	122M	-1.0%	-6.1%
Q1 24	123M	+0.8%	-6.0%
Q2 24	124M	+0.9%	+0.1%
Q3 24	124M	-0.1%	+0.6%
Q4 24	124M	+0.1%	+1.7%
Q1 25	125M	+0.8%	+1.7%
Q2 25	127M	+0.9%	+1.8%
Q3 25	128M	+1.2%	+3.1%
Q4 25	127M	-0.5%	+2.5%
Q1 26	131M	+3.0%	+4.7%
Q2 26	131M	-0.4%	+3.4%
Q3 26	129M	-1.5%	+0.7%
Q4 26	129M	-0.1%	+1.1%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q1 23	$70.6K	1K
Q2 23	$72.0K	1K
Q3 23	$70.9K	1K
Q4 23	$84.9K	1K
Q1 24	$82.9K	1K
Q2 24	$85.5K	1K
Q3 24	$84.3K	1K
Q4 24	$91.9K	1K
Q1 25	$87.3K	1K
Q2 25	$89.0K	1K
Q3 25	$103.6K	1K
Q4 25	$98.3K	1K
Q1 26	$95.2K	1K
Q2 26	$98.3K	1K
Q3 26	$97.4K	1K
Q4 26	$100.0K	1K

Revenue / Employee