Yext, Inc. — Form 8-K
Filed September 1, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 48/100
What the filing says
Yext reported Q2 FY27 revenue of $111.1M (down 2% YoY), GAAP net income of $13.1M ($0.13 EPS basic), and non-GAAP net income of $21.2M ($0.21 EPS basic). Adjusted EBITDA was $34.0M (31% margin), up 29% YoY. ARR totaled $440.8M (down 1% YoY), with enterprise ARR ≥$50K at $405.9M (+2% YoY, 92% of total) and sub-$50K ARR at $34.9M (-22% YoY). The company completed acquisition of GoShine (brand-level AI visibility platform; no material FY27 revenue expected), repurchased 1.8M shares at $4.78/share ($8.7M total), and launched Corvo AI SMB prototype and Action Center product.
Why this rating
Margin expansion and enterprise cohort stabilization (2% growth) signal operational execution. However, revenue contraction, intentional SMB exit, and declining total ARR are headwinds. GoShine acquisition is small/immaterial. Share buyback and cash generation partially offset dilution. Relative to $714.7M market cap, these moves are meaningful but not trajectory-altering.
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