YEXT · Yext, Inc.
Price & Indicators
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Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted EBITDA non-GAAP | $26.9M | Q1 FY2027 | — |
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GAAP → non-GAAP reconciliationGAAP GAAP net income 2.63M
+2.36M Interest expense, net
+433K Provision for (benefit from) income taxes
+6.21M Depreciation and amortization
+165K Other expense, net
+10.03M Stock-based compensation expense
+419K Acquisition-related costs
+4.69M Asset impairments
+101K Strategic transaction costs
-98K Payroll tax contingencies
= Adjusted EBITDA 26.94M
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| Adjusted EBITDA margin non-GAAP | 25% | Q1 FY2027 | +0.0% |
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| Annual Recurring Revenue (ARR) | $440.8M | as of April 30, 2026 | — |
| ARR from customers below $50K | $37.7M | Q1 FY27 | — |
| ARR from customers with annual contract value of $50K or greater | $403.1M | Q1 FY27 | — |
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| Customers with $50,000 or more | $403.11M | April 30, 2026 | — |
| Customers with $50,000 or more of ARR | $403.1M | as of April 30, 2026 | — |
| Customers with less than $50,000 | $37.69M | April 30, 2026 | — |
| Customers with less than $50,000 of ARR | $37.7M | as of April 30, 2026 | — |
| Dollar-Based Gross Retention Rate | 88% | Apr. 30, 2026 | — |
| Dollar-Based Net Retention Rate | 95% | Apr. 30, 2026 | — |
| Dollar-Based Net Retention Rate (NRR) | 95% | Q1 FY2027 | — |
| Free cash flow | $37M | Three months ended April 30, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 37.43M
-429K Capital expenditures inclusive of capitalized software development costs
= Free cash flow 37M
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| Free cash flow margin | 34% | Q1 FY27 | — |
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| Gross retention rate within the ≥$50K cohort | 89% | Q1 FY27 | — |
| Net retention rate | 97% | Q1 FY27 | — |
| NRR for customers with $50,000 or more of ARR | 97% | Q1 FY2027 | — |
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| NRR for customers with less than $50,000 of ARR | 86% | Q1 FY2027 | — |
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| Operating cash flow margin | 35% | Q1 FY27 | — |
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| Outstanding share count | 100.1M | end of Q1 FY2027 | — |
| Remaining Performance Obligations (RPO) | $500.1M | as of April 30, 2026 | — |
| RPO expected to be recognized over the next 24 months | $444.2M | as of April 30, 2026 | — |
| Shares repurchased through tender offer | 24.3M | Q1 FY2027 | — |
| ARR from customers generating less than $50,000 | 41M | Q4 fiscal 2026 | — |
| ARR from customers with less than $50,000 | $40.6M | As of January 31, 2026 | — |
| Direct Customers ARR | 367.89M | January 31, 2026 | — |
| Dollar-Based Gross Retention Rate - Direct Customers | 89% | Jan. 31, 2026 | — |
| Dollar-Based Gross Retention Rate - Third-Party Reseller Customers | 85% | Jan. 31, 2026 | — |
| Dollar-Based Net Retention Rate - Direct Customers | 97% | Jan. 31, 2026 | — |
| Dollar-Based Net Retention Rate - Third-Party Reseller Customers | 99% | Jan. 31, 2026 | — |
| GRR for $50,000 or more ARR category | 90% | Q4 fiscal 2026 | — |
| GRR for under $50,000 ARR category | 75% | Q4 fiscal 2026 | — |
| Non-GAAP gross margin non-GAAP | 77.9% | Fiscal year ended January 31, 2026 | — |
| Non-GAAP income from operations non-GAAP | 96.55M | Fiscal year ended January 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP income (loss) from operations $44.55M
+$48.71M Stock-based compensation expense
-$25.42M Acquisition-related costs
+$16.24M Amortization of acquired intangibles
+$8.55M Asset impairments
+$1.81M Strategic transaction costs
+$2.11M Payroll tax contingencies
= Non-GAAP income from operations $96.55M
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| Non-GAAP net income non-GAAP | 68.64M | Fiscal year ended January 31, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP net income (loss) 37.87M
+48.71M Stock-based compensation expense
-25.42M Acquisition-related costs
+16.24M Amortization of acquired intangibles
-21.24M Tax adjustment
+8.55M Asset impairments
+1.81M Strategic transaction costs
+2.11M Payroll tax contingencies
= Non-GAAP net income 68.64M
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| Non-GAAP net income as a percentage of revenue non-GAAP | 15.4% | Fiscal year ended January 31, 2026 | — |
| Non-GAAP net income per share attributable to common stockholders, basic non-GAAP | $0.56 | Fiscal year ended January 31, 2026 | — |
| Non-GAAP net income per share attributable to common stockholders, diluted non-GAAP | $0.53 | Fiscal year ended January 31, 2026 | — |
| Non-GAAP operating margin non-GAAP | 22% | Fiscal year ended January 31, 2026 | — |
| Revenue on a constant currency basis non-GAAP | 443.26M | Fiscal year ended January 31, 2026 | — |
| Third-Party Reseller Customers ARR | 76.37M | January 31, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Infrastructure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
YEXT
this stock
Yext, Inc.
|
$651.61M | -19.4% | +37.0% | — | 5.6% |
|
MSFT
Microsoft Corp
|
$3.67T | +2.6% | +6.9% | 27.5 | 0.9% |
|
ORCL
Oracle Corp
|
$428.01B | -23.6% | +17.3% | 25.5 | 1.7% |
|
PLTR
Palantir Technologies Inc.
|
$426.54B | -0.1% | +56.2% | 151.7 | 2.8% |
|
PANW
Palo Alto Networks Inc
|
$276.48B | +84.2% | +29.0% | 278.1 | 2.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| YEXT | +3.5% | +13.6% | +18.0% | +19.1% | -19.4% |
| SPY | -0.4% | +5.0% | +12.4% | +2.6% | +12.3% |
| vs SPY | +3.9% | +8.6% | +5.5% | +16.5% | -31.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.