Yext Q4 revenue misses estimates; launches $140 mln buyback

Overview

• Digital presence platform's Q4 revenue missed analyst expectations

• Adjusted EPS for Q4 was $0.15, up YoY

• Company recently launched tender offer to repurchase up to $140 mln of common stock

Outlook

• Company did not provide specific financial guidance for the upcoming quarter or fiscal year

Result Drivers

• SCOUT LAUNCH - Yext credited the launch of its Scout platform for defining a new category of agentic marketing

• FREE CASH FLOW EXPANSION - Co reported continued expansion of free cash flow as a significant operational achievement in fiscal 2026

• GROSS MARGIN PRESSURE - Gross margin contracted YoY as the cost of revenue increased by 13% while total revenue declined

Company press release: ID:nBw6dd2vqa

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the online services peer group is "buy"

• Wall Street's median 12-month price target for Yext Inc is $10.00, about 79.2% above its March 6 closing price of $5.58

• The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 14 three months ago

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