Added to YB: 2026-02-06
Pitch date: 2026-02-05
YEXT [neutral]
Yext, Inc.
+2.25%
current return
Author Info
No bio for this author
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Company Info
Yext, Inc. operates a platform that offers answers to consumer questions in North America and internationally.
Market Cap
$394.0M
Pitch Price
$4.88
Price Target
9.00 (+80%)
Dividend
N/A
EV/EBITDA
9.59
P/E
48.21
EV/Sales
1.18
Sector
Software
Category
special_situation
Show full summary:
What the heck is going on at YEXT?
YEXT (quick overview): CEO Walrath's $9/share MBO financing fell through. Now announcing $150M Dutch auction tender (Feb 2026) using cash + potential debt. Stock at $5 vs $9 original offer. Revenue growth stalled, net retention <100%. Risky play given changing balance sheet & unclear terminal value for struggling SaaS.
Read full article (4 min)