NYSE$YEXT

Yext Inc · Q4 2026 earnings

Q4 2026 earnings · · After market close · Investor relations

Briefing

Yext Q4 2026 Earnings Report was released, showing a transition to GAAP profitability and strong adjusted margins.

Yext achieved a significant milestone in Q4 2026 by delivering GAAP net income of $4.2 million compared to a loss in the prior year. While revenue saw a slight year-over-year decline, the company demonstrated strong operational efficiency with an Adjusted EBITDA margin of 26% and robust free cash flow generation.

  • Achieved Q4 GAAP net income of $4.2 million, a significant turnaround from the $7.3 million loss in Q4 2025.
  • Adjusted EBITDA reached $29.0 million for the quarter, representing a 26% margin.
  • Launched a tender offer to repurchase up to $140.0 million of common stock to deliver shareholder value.
  • Introduced 'Scout', aiming to define a new category of agentic marketing and automated AI optimizations.

Headline financials

Total Revenue

$112M

Previous: $113M-1.0%
EPS (adj)

$0.15

Previous: $0.13+15.4%
Adjusted EBITDA

$29M

Previous: $24.6M+18.2%
Adjusted EBITDA Margin

26.0%

Previous: 22.0%+18.2%
ARR

$444M

No prior period
Net Income

$4.21M

Previous: -$7.28M+157.9%
Operating Income

$5.98M

Previous: -$9.09M+165.8%
Gross Profit

$82.3M

Previous: $86.8M-5.2%

Revenue & EPS history

Yext · Revenue · Quarterly

$112M

Q4 2026-1%vs Q4 2025
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Management expressed confidence in long-term value through AI-driven growth and capital allocation strategies, though specific numerical guidance for Q1 or FY27 was not provided in the text.

Tailwinds

  • Strong traction of the Scout launch defining agentic marketing.
  • Confidence in turning fragmented AI landscape into a growth tailwind.
  • Commitment to durable long-term shareholder value.
  • Significant capital return via $140 million tender offer.
  • Continued expansion of free cash flow.

Headwinds

  • Weakened or changing global economic conditions.
  • Potential impact of higher inflation and interest rates.
  • Highly competitive and rapidly changing AI environment.
  • Risks associated with the ability to renew and expand enterprise subscriptions.
  • Fluctuations in foreign currency exchange rates.

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 Q4 2026

Historical avgQ4 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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