Added to YB: 2026-07-15
Pitch date: 2026-07-15
YEXT [bullish]
Yext, Inc.
+14.83%
current return
Author Info
CEO Watcher tracks insider trades (and calculates the track record of every insider) to find the highest signal trades. Looking for dip buys, reversals, cluster buys, insider with a strong track record, etc. Sign up for the newsletter.
Company Info
Yext, Inc. operates a platform that offers answers to consumer questions in North America and internationally.
Market Cap
$636.6M
Pitch Price
$5.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.00
P/E
77.89
EV/Sales
1.73
Sector
Software
Category
value
Another insider dip buy at a software company
YEXT: Insider dip-buy thesis: director added $397.91K at $5.22 (+117% to holdings), a second insider purchase after June, amid a 35% YTD drop on AI fears. But unlike cheaper peers (SimilarWeb/Sprout <1x), YEXT trades 1.5x EV/S NTM vs 1.8x 5y median—only ~17% below, and revenue is actually declining. Offset: EBITDA +9% on OPEX cuts, ~20% shares retired in 1y, 6.9% FCF yield. Catalyst is new AI-search product Scout (45 beta customers), but no GA date, no guidance, and author admits the AI-upside story is weaker than comps. Watch-list, not high-conviction; re-rate above median only if Scout drives upsell/churn gains.
Read full article (3 min)