Yext (YEXT)

• Market cap: $836M
• 1 day: 1.08%
• 5 days: -4.38%
• 1 month: 3.80%
• 3 months: -17.61%
• 6 months: 28.94%
• Year to date: 0.15%
• 1 year: 13.72%
• 5 years: -60.18%
• 10 years: -51.16%
• Sector: Information Technology
• Industry: Computer Processing & Data Preparation

About: Yext Inc provides a knowledge engine platform that lets businesses manage their digital knowledge in the cloud and sync it to approximately 200 services including Apple Maps, Bing, Cortana, Facebook, Google, Google Maps, Instagram, Siri and Yelp. Digital knowledge is the structured information that a business wants to make publicly accessible. The company also makes search intelligent by helping to provide precise, accurate and current answers to location-based queries that are conducted across the web and mobile applications and voice and artificial intelligence, or AI, engines. The company derives the majority of its revenues from subscription services. Geographically, the company generates a majority of its revenue from North America and the rest from International markets.

Employees: 1,100

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

615% more call options, than puts

Call options by funds: $4.61M | Put options by funds: $645K

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

1.88% more ownership

Funds ownership: 73.21% [Q3] → 75.09% (+1.88%) [Q4]

1% more funds holding

Funds holding: 179 [Q3] → 181 (+2) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 5 [Q3] → 5 (+0) [Q4]

6% less capital invested

Capital invested by funds: $648M [Q3] → $609M (-$38.6M) [Q4]

11% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 61

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $7.50 15% upside
• Avg. target: $9.33 42% upside
• High target: $10.50 60% upside

3 analyst ratings

• positive: 2 67%
• neutral: 1 33%
• negative: 0 0%

Needham Ryan MacDonald 56% 1-year accuracy 38 / 68 met price target	53% upside $10	Buy Reiterated	12 Feb 2025
Roth MKM Rohit Kulkarni 94% 1-year accuracy 30 / 32 met price target	60% upside $10.50	Buy Reiterated	10 Dec 2024
DA Davidson Tom White 63% 1-year accuracy 19 / 30 met price target	15% upside $7.50	Neutral Maintained	10 Dec 2024