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Yext's modeled fair value has been trimmed from US$7.50 to US$6.75 per share, a cut of about 10% that resets expectations around what some analysts see as a reasonable price target range. This change lines up with more cautious Street commentary, where several firms have shifted to Neutral ratings and highlighted execution, growth trends, and business uncertainty as reasons for lower targets. As you read on, you will see how these views are evolving and what to watch if you are tracking the story.
Stay updated as the Fair Value for Yext shifts by adding it to your watchlist or portfolio . Alternatively, explore our Community to discover new perspectives on Yext.
What Wall Street Has Been Saying
🐂 Bullish Takeaways
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B. Riley previously highlighted that Yext's Q4 revenue performance lined up with expectations, with cost discipline supporting adjusted EBITDA results.
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The same B. Riley report pointed to key performance indicators for large customers and early traction for Scout as potential contributors in future fiscal years, which some investors may watch as possible growth drivers.
🐻 Bearish Takeaways
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B. Riley shifted its rating from Buy to Neutral and cut its price target from US$8 to US$5 after what it called a mixed Q1 report, flagging pressure on growth and limited visibility in a challenging macro backdrop. This included double digit declines in small customer ARR and what it described as lackluster large customer ARR.
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Roth Capital moved from Buy to Neutral and reduced its price target from US$9.50 to US$6, citing Q4 results that it viewed as highlighting subpar fundamentals. It also pointed to uncertainty around a potential management buyout as a headwind for sales and product execution.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!
We've flagged 3 risks for Yext. See which could impact your investment.
What's in the News
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Yext expanded its share repurchase activity by adding US$100 million to its buyback authorization in May 2026, bringing the total authorization under its plan to US$300 million.
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Between February 10, 2026 and March 18, 2026, Yext completed a tranche of its buyback program by repurchasing 24,347,826 shares for US$140 million, alongside earlier tranches from the March 21, 2022 plan totaling 28,930,297 shares for US$185.44 million.
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Yext launched Scout MCP and Scout API, giving partners access to its visibility and competitive intelligence dataset for local businesses, AI models and search through a UI, MCP or API, with early access available.
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On April 23, 2026, Yext's Board approved bylaw amendments that include a majority voting standard for uncontested director elections, updated advance notice terms, a forum selection clause and other technical changes.
How This Changes the Fair Value For Yext
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Fair value was trimmed from US$7.50 to US$6.75 per share, a reduction of about 10%.
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Revenue growth was revised in the model from 1.57% to 0.64%.
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The net profit margin was adjusted from 9.57% to 12.45% in the long-term assumption.
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The future P/E was reduced from 27.65x to 12.72x in the updated analysis.
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The discount rate was raised from 9.44% to 9.97% in the valuation model.
Never Miss an Update: Follow The Narrative
Narratives tie a company's business story to the financial assumptions behind its fair value, so you can see how product launches, buybacks, and market risks feed into the numbers. They refresh when new data and research come in, so the story stays current.
Head over to the Simply Wall St Community and follow the Narrative on Yext to stay up to date on:
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How growing digital complexity and AI powered search are increasing the need for Yext's centralized presence and data management platform.
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The role of Scout, M&A, and expansion into sectors like healthcare and financial services in supporting higher value enterprise use cases.
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Key risks such as market commoditization, reliance on upselling and renewals, and potential disruption if larger platforms build competing AI driven solutions.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include YEXT .
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
