Yext: Don't Buy This Dead Cat Bounce
Shares of Yext have surged more than 25% after reporting Q2 results, but this isn't a rally I'd trust. Investors cheered the company's return to direct ARR growth, but overall ARR is still declining. The company is still citing budget pressure and elongated sales cycles, which may worsen if we head into a recession.
Why Yext Stock Was Triumphant on Thursday
The business software specialist's fiscal second-quarter profits topped analysts' estimates. It missed estimates narrowly on the top line.
Yext To Gain From Cross-sell Opportunities - Analyst Projects Solid Margin Expansion
Needham analyst Ryan MacDonald upgraded Yext, Inc. YEXT to Buy from Hold, with a price forecast of $8.
Yext, Inc. (YEXT) Q2 2025 Earnings Call Transcript
Yext, Inc. (NYSE:YEXT ) Q2 2025 Earnings Conference Call September 4, 2024 5:00 PM ET Company Participants Nils Erdmann - Senior Vice President, Investor Relations Mike Walrath - Chief Executive Officer and Chair of the Board Darryl Bond - Chief Financial Officer Conference Call Participants Tom White - D.A. Davidson Rohit Kulkarni - ROTH Capital Partners Ryan MacDonald - Needham Naved Khan - B.
Yext (YEXT) Q2 Earnings Surpass Estimates
Yext (YEXT) came out with quarterly earnings of $0.05 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.06 per share a year ago.
Yext: Not So Bad
Yext stock slumped after weak FQ1'25 results, but the company remains profitable. The digital management company disappointed on revenues and growth targets, but positive cash flows allow for the acquisition of Hearsay Systems to build momentum. The stock trades at only 1x EV/S targets, providing a substantial upside on the ability to return to growth.
Yext: Continued ARR Erosion Is A Major Red Flag (Rating Downgrade)
Yext is struggling to retain clients and show growth, which has led to a tremendous share price decline. The company's recent decision to acquire Hearsay Systems, while simultaneously laying off 12% of its own staff, may lead to confusion and not produce margin gains. YEXT stock is trading cheaply at ~6x adjusted EBITDA, but there are too many risks here to bank on this stock. Downgrading to sell.
Crude Oil Moves Higher; Yext Shares Fall After Q1 Results
U.S. stocks traded lower midway through trading, with the Dow Jones index falling by more than 200 points on Tuesday.
Why Yext Stock Is Falling Today
Yext's sales and earnings for fiscal Q1 fell short of Wall Street's expectations. The company also announced that it will be acquiring Hearsay Systems.
Yext Stock Tumbles After Earnings and ‘Surprise,' Acquisition Announcement
Software-development firm Yext reported disappointing first-quarter earnings, and agreed to buy a client-engagement firm for $125 million.
Yext Q1 Earnings: Bold Move To Use Cash For Acquisition Ambition (Rating Downgrade)
My analysis suggests that Yext's recent acquisition plans, fueled by its strong balance sheet, may offer short-term growth opportunities. But little more. Uncertainties surrounding Yext's revenue projections for fiscal 2025 raise doubts about its long-term prospects. I believe caution is warranted, leading me to rate the stock as a sell.
Yext Posts Downbeat Results, Joins Contango Ore And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
U.S. stock futures were lower this morning, with the Dow futures falling over 100 points on Tuesday.
