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Upturn AI Summary - About
Yext Inc(YEXT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for YEXT
10/23/2026: YEXT (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Yext is an enterprise software company that helps businesses manage their digital presence and knowledge through an AI-powered platform. Its main strength lies in its extensive network of direct integrations with major publishers, which keeps client data accurate across the web. The primary investment opportunity involves its pivot toward generative AI-enabled search, which could expand its utility for corporate clients. However, Yext faces notable risks, including high competition from major tech giants and a heavy reliance on third-party publishers for traffic. The stock is generally suited for growth-oriented investors who can tolerate volatility and are monitoring the company's ability to maintain profitability.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Yext is in a transition phase, making it less of a pure high-growth play than it was historically. |
| Momentum investor | Weak fit | The stock has lacked sustained upward momentum, and a position here is highly conditional on a confirmed trend reversal. |
| Value investor | Mixed fit | The company has improved its bottom line, but valuation remains sensitive to growth assumptions. |
| Dividend investor | Weak fit | Yext does not pay a dividend and focuses capital on internal growth. |
| Low-risk investor | Weak fit | The business faces significant competition and market volatility, making it unsuitable for risk-averse portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock has experienced significant price swings characteristic of mid-cap enterprise software companies. |
| Valuation risk | Medium | Market expectations for AI growth are baked into the price, leaving little room for earnings disappointment. |
| Competition risk (AI competition) | High | Rapid advancements in AI by large tech giants threaten the core utility of Yext's search offerings. |
| Business quality | Medium | While the platform is sticky for enterprise clients, the business model relies heavily on ecosystem access. |
| Dividend income | Low / none | Income investors will not find yield here. |
| Execution risk | Medium / high | The company must successfully integrate recent acquisitions while maintaining product innovation. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 3.23% | Avg. Invested days 31 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 727.49M USD | Price to earnings Ratio 40.83 | 1Y Target Price 7 |
Price to earnings Ratio 40.83 | 1Y Target Price 7 | ||
Volume (30-day avg) 860.5K shares | Beta 1.14 | 52 Weeks Range 3.27 - 9.03 | Updated Date 10/24/2026 |
52 Weeks Range 3.27 - 9.03 | Updated Date 10/24/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.18 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Subscription Services | Revenue from the Yext platform subscriptions, which include Listings, Search, and Reviews. | This is the core, recurring revenue that provides the company's financial foundation. |
| Professional Services | Implementation and training fees to help customers onboard and optimize their use of the platform. | These one-time fees help drive adoption and long-term retention of the subscription product. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 40.83 | Forward PE 7.6 | Enterprise Value 680.18M | Price to Sales(TTM) 1.64 |
Enterprise Value 680.18M | Price to Sales(TTM) 1.64 | ||
Enterprise Value to Revenue 1.53 | Enterprise Value to EBITDA 7.71 | Shares Outstanding 98.98M | Shares Floating 65.22M |
Shares Outstanding 98.98M | Shares Floating 65.22M | ||
Percent Insiders 8.29 | Percent Institutions 76.12 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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