Yext 2026 Q2 Earnings Beats Expectations, Net Income Surges 759.4%

Yext (YEXT) reported its fiscal 2026 Q2 earnings on Sep 08th, 2025, delivering strong results that exceeded previous guidance for both revenue and Adjusted EBITDA. The company returned to profitability with a net income of $26.75 million, a 759.4% increase from the net loss of $-4.06 million in the same period last year. Yext also outperformed expectations with its EPS of $0.22, reversing a loss of $0.03 per share in 2025 Q2.

Revenue
Yext’s total revenue rose by 15.5% year-over-year to $113.09 million in 2026 Q2, compared to $97.89 million in 2025 Q2. This growth was driven by the integration of Hearsay Systems and strong performance across key metrics.

Earnings/Net Income
Yext returned to profitability with EPS of $0.22 in 2026 Q2, reversing from a loss of $0.03 per share in 2025 Q2 (833.3% positive change). Meanwhile, the company achieved a remarkable turnaround with net income of $26.75 million in 2026 Q2, representing a 759.4% positive swing from the net loss of $-4.06 million in 2025 Q2. Remarkably, in 2026 Q2, the company set a new record high for fiscal Q2 net income, the highest in 10 years. The company demonstrated a strong financial turnaround, posting a robust EPS and net income that significantly exceeded expectations.

Price Action
The stock price of Yext has edged down 1.79% during the latest trading day, has dropped 3.19% during the most recent full trading week, and has jumped 9.45% month-to-date.

Post-Earnings Price Action Review
Despite the strong earnings performance, Yext’s shares have shown mixed short-term price action. The stock edged down 1.79% in the latest trading day and fell further by 3.19% during the most recent full trading week, potentially reflecting short-term volatility or market caution ahead of the earnings report. However, the stock rebounded with a 9.45% gain over the month-to-date period, aligning with the broader positive sentiment driven by the company's strong financial results and strategic progress.

CEO Commentary
Michael Walrath, CEO and Chairman of Yext, highlighted the company’s outperformance of prior quarterly guidance for both revenue and Adjusted EBITDA, while falling within the high end of its non-GAAP EPS range. He emphasized that the 16% year-over-year revenue growth was driven by the integration of Hearsay Systems. Walrath noted strong performance across key metrics including Adjusted EBITDA of $26.4 million and an ARR of $444.4 million, with a 15% year-over-year increase. He expressed confidence in the business’s operational efficiency and market positioning, as evidenced by a 23% Adjusted EBITDA margin and consistent dollar-based net retention rates across customer segments.

Guidance
The company did not provide a traditional forward-looking guidance or outlook in the filing due to the pending non-binding acquisition proposal by Michael Walrath. However, the filing confirms that Yext exceeded its prior quarterly guidance for both revenue and Adjusted EBITDA and performed within the high end of its non-GAAP EPS guidance. No explicit numerical guidance for future periods was included in the filing.

Additional News
Among the top non-earnings related news within the three weeks surrounding Yext’s earnings report, Nigerian news outlets reported on several key developments. A notable story from Punch Newspapers detailed the arrest of 30 suspected thugs during a Malud procession in Niger State. Additionally, the Third Mainland Bridge in Lagos was temporarily grounded by protesters, causing traffic disruptions and drawing public concern. Meanwhile, in the political sphere, Kaduna state leaders distanced themselves from a police invitation, highlighting ongoing tensions over security and governance. These events, while unrelated to Yext’s financial performance, reflect broader regional and political dynamics in Nigeria during the same time frame.