NYSE$YEXT

Yext Inc · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

Yext returned to profitability in Q2 2026 with improved margins and operational execution.

Yext delivered strong Q2 2026 results, turning last year’s loss into net income, driven by better gross margins, improved operating efficiency, and initial contributions from the Hearsay acquisition.

  • Revenue reached $113100000, slightly above guidance.
  • Net income improved to $26800000, up from a net loss last year.
  • GAAP gross margin expanded to 79.6%, contributing to profitability.
  • Hearsay acquisition integration progressing with early positive signs.

Headline financials

Total Revenue

$113M

Previous: $97.9M+15.5%
EPS

$0.03

Previous: $0.05-40.0%
Adjusted EBITDA

$20.8M

No prior period
Adjusted EBITDA Margin

18.4%

No prior period
ARR

$393M

No prior period
Capital Expenditures

-$1.14M

Previous: -$1.19M+4.8%
Free Cash Flow

$25.6M

Previous: -$5.25M+588.0%
Net Income

$26.8M

Previous: -$4.06M+759.4%
Operating Income

$29.7M

Previous: -$7.57M+492.2%
Gross Profit

$85M

Previous: $75.6M+12.5%
Cash & Equivalents

$179M

No prior period
Total Assets

$626M

No prior period

Revenue & EPS history

Yext · Revenue · Quarterly

$113M

Q2 2026+15.5%vs Q2 2025
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Yext expects revenue to remain flat sequentially in Q3 2026, while continuing margin improvements and disciplined cost control.

Tailwinds

  • Operating income expected to grow YoY in Q3.
  • Non-GAAP EPS projected to be between $0.10 and $0.11.
  • Q2 free cash flow was strong at $16.8M.
  • Gross margin improvement expected to continue.
  • Hearsay integration synergies anticipated to build into FY27.

Headwinds

  • Q3 revenue expected to remain flat sequentially.
  • Ongoing FX headwinds impacting top-line growth.
  • Sales cycles remain elongated due to macro conditions.
  • Lower demand from some verticals still a challenge.
  • Conservative guidance reflects timing of new deals.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2026

Historical avgQ2 2026

-0.9%

Avg return

Earnings day

-1.7%

Avg return

5 days after

-4.4%

Avg return

30 days after

36%

13 / 36 earnings

Positive

+44.0%

Q1 2024

Best reaction

-27.9%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-2.7%-7.3%-39.0%
Q3 2026-4.6%-5.8%-8.0%
Q2 2026-1.5%-1.7%-4.2%
Q1 2026+31.6%+28.3%+21.1%
Q4 2025-4.1%-6.1%-10.2%
Q3 2025-17.0%-23.6%-23.3%
Q2 2025+15.6%+32.6%+39.7%
Q1 2025-2.3%-2.3%-4.5%
Q4 2024+12.2%+3.3%+2.8%
Q3 2024-21.4%-19.3%-21.6%
Q2 2024-27.9%-26.1%-31.3%
Q1 2024+44.0%+40.4%+10.8%
Q4 2023+9.6%-0.5%-3.0%
Q3 2023+20.9%+15.6%+24.1%
Q2 2023+8.4%+12.5%+10.8%
Q1 2023+6.6%+4.3%-4.5%
Q4 2022-10.5%-1.5%+7.5%
Q3 2022+11.9%+16.2%+8.4%
Q2 2022-6.0%-8.0%-12.9%
Q1 2022+15.5%+9.2%+16.3%
Q4 2021-17.8%-22.1%-16.4%
Q3 2021-16.2%-15.0%-16.0%
Q2 2021-16.0%-17.0%-20.1%
Q1 2021-7.5%-11.5%-1.7%
Q4 2020+1.5%-4.4%-39.7%
Q3 2020-13.8%-17.1%-13.8%
Q2 2020-10.7%-6.9%-10.3%
Q1 2020-5.9%-5.4%+2.9%
Q4 2019+14.0%+17.2%+10.4%
Q3 2019-18.6%-15.4%-18.1%
Q2 2019-7.1%-5.8%-11.4%
Q1 2019+12.2%+14.0%+27.7%
Q4 2018-3.8%-6.2%-4.7%
Q3 2018-3.9%-9.5%-14.3%
Q2 2018-3.7%-4.0%-1.7%
Q1 2018-11.6%-12.3%-9.6%
Q4 2017
Q3 2016
Q2 2016
Q1 2016
Q4 2015

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