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The latest update keeps Yext’s core fair value estimate steady at US$7.50, even as some analysts move their official price targets into a wider US$6 to US$8 range. That shift reflects a mix of views, with bullish voices pointing to cost discipline, stable large customer metrics, and early Scout traction, while bearish commentary focuses on what they describe as subpar Q4 fundamentals and uncertainty around a potential management buyout. In the following sections, you will see how these competing arguments shape the evolving Yext story and what to watch as the narrative develops.

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What Wall Street Has Been Saying

🐂 Bullish Takeaways

• B. Riley, which keeps a Buy rating, highlights that Q4 revenue landed broadly in line while cost discipline supported stronger adjusted EBITDA. The firm notes this reinforces the view that Yext is still executing on profitability levers.

• B. Riley also points to stable large customer KPIs and early traction for Scout as factors that could matter for Yext’s longer term contribution profile, even after trimming its price target to US$8 from US$10.

🐻 Bearish Takeaways

• Roth Capital cut its rating to Neutral from Buy and lowered its price target to US$6 from US$9.50 after Q4, flagging what it calls subpar fundamentals as a key concern.

• Roth Capital argues that uncertainty around a potential management buyout has affected sales and product execution over the past six months and does not view a tender offer as a likely positive catalyst in the near term.

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!

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What's in the News

• Yext completed a share repurchase offer, buying 24,347,826 shares for US$140 million between February 10, 2026 and March 18, 2026. This followed an initial tender offer of up to US$180 million that was later amended to US$140 million.

• Between November 1, 2025 and January 31, 2026, Yext repurchased 878,987 shares for US$7.44 million, bringing total buybacks under the March 21, 2022 authorization to 28,930,297 shares (22.87%) for US$185.44 million.

• On February 2, 2026, CEO and Chairman Michael Walrath cancelled a previously announced management buyout proposal that had aimed to acquire the remaining majority stake in Yext at US$9 per share.

• AdCellerant entered a new partnership with Yext that combines Yext's platform with AdCellerant's digital marketing services and more than 60 media solutions. The partnership focuses on training, support, and coordinated brand visibility across multiple channels.