Yext, Inc. (YEXT)
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-10-29
NYSEInformation TechnologySoftware - InfrastructureSnapshot 2026-10-29
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Put YEXT beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Systems Software: fringe margins under pressure (2q confirmed)
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Incremental operating efficiencies realized: Direct metric needs a verified mapping.
View ThesisRevenue is contracting — down about 1% over the past year.
View GrowthManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 62% in its worst 12-month stretch.
View RiskYext’s local paid-media platform must expand through Flamel.ai to support growth. Recent financial performance is strong, and Q2 FY2027 earnings beat consensus. Revenue growth is unreported, so its direction remains unclear. Yext trades at 15× earnings versus a 45× peer median. Our view expects more growth than the price reflects. The risk is a 23% next-quarter earnings miss probability. The operating-efficiency pillar needs verified mapping, so it remains under pressure. Peer multiples imply a price about 64% above where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. YEXT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 1 analyst currently covering YEXT (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare YEXT with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| YEXT Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 4 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Systems Software — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put YEXT next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Acquisition enhances growth potential and expands service offerings.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Acquisition supports ARR growth through new localized ad services.

Threatens: Drive Adjusted EBITDA margin expansion
Adjusted EBITDA margin contraction raises growth concerns.

Mixed results and downgrade indicate potential growth challenges.
Negative earnings report could impact growth objectives.