Data center and AI demandmixed · 4 filings
“The increase was primarily driven by a $2.0 million increase in data center costs.”10-Q · Sep 1, 2026 ↗
Yext, Inc.
YEXT
Market read
Yext, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
P/E23.2xlatest annual facts
Revenue YoY+6.1%2026-01-31
Operating margin10.0%+17.7 pts YoY
Company+1.6% todayVolume comparison unavailable
Market group0 of 16 activeCloud-Based Software · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Personnel-related costs increased $3.2 million and the company recognized a $1.1 million impairment tied to subleasing headquarters space.
Invalidation: The isolated read changes if YEXT's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- Personnel-related costs increased $3.2 million and the company recognized a $1.1 million impairment tied to subleasing headquarters space.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements109
Verified relationships1
Evidence supporting the case
- Latest annual revenue changed +6.1% year over year.
- Operating margin changed +17.7 percentage points in the latest annual period.
- Net margin changed +15.1 percentage points in the latest annual period.
- Operating cash flow covered net income at 1.47x in the latest annual period.
Evidence challenging the case
- Diluted shares increased 2.4% in the latest annual period.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 11, 2026
6.386m+13.7%12m-30.2%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2022-01-31$390.6M+10.1%$-0.73+6.8%
2023-01-31$400.9M+2.6%$-0.53-2.0%
2024-01-31$404.3M+0.9%$-0.02-1.0%
2025-01-31$421.0M+4.1%$-0.22+2.3%
2026-01-31$446.6M+6.1%$0.07+2.4%
What management says matters
Persistent and emerging business drivers
Restructuring and cost reductionsmixed · 4 filings
“In addition, personnel-related cost increased $3.2 million, reflecting higher headcount, and asset impairment charges of $1.1 million were recognized during the six months ended July 31, 2026, in connection with subleasing a floor of our corporate headquarter…”10-Q · Sep 1, 2026 ↗
Product pipeline and R&Dpositive · 1 filings
“During the fiscal year ended January 31, 2025, the valuation allowance increased $ 2.1 million from approximately $ 169.5 million to $ 171.6 million, primarily due to increases in U.S.”10-K · Mar 10, 2026 ↗
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
6.38+1.6% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for YEXT. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for YEXT. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind YEXT
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
BLKBlackRock, Inc.lenderMar 10, 2026 ▾
“On May 15, 2025, we entered into a credit agreement with funds and accounts managed by BlackRock as lenders, and Acquiom Agency Services LLC, as Administrative Agent (the “May 2025 Credit Agreement”), which provides for term loan facilities in aggregate princ…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
YEXT is currently a Follower in the organic co-movement group Cloud-Based Software. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for YEXT; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.