<div id="readability-page-1"><div><h2>Yext Q1 2027: Earnings Recap and What Stood Out</h2> <p>Yext (YEXT) reported Q1 2027 results with revenue of US$107.9 million and basic EPS of US$0.02, alongside trailing 12 month net income of US$39.7 million and EPS of US$0.33. Over recent periods, the company has seen quarterly revenue move between US$109.5 million in Q1 2026 and US$113.1 million in Q2 2026, while basic EPS shifted from US$0.01 in Q1 2026 to US$0.22 in Q2 2026 before landing at US$0.02 this quarter. This gives investors a clearer view of how profitability has tracked against a relatively steady top line. With the stock at US$3.83 and margins influenced by both underlying operations and a large one off gain in the trailing period, this set of results places earnings quality and sustainability at the center of the story.</p> <p>See our full analysis for Yext.</p><p>With the headline numbers on the table, the next step is to see how these results line up with the widely followed narratives about Yext's growth prospects, risk profile, and earnings durability, and where those stories may need updating.</p> <p>See what the community is saying about Yext</p> <figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/e0d189bf-f3e2-41c5-8e0b-83aaa38df0e7/chart/revenue-and-expenses-breakdown/query-ZGF0ZT0yMDI2LTA2LTA0?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/e0d189bf-f3e2-41c5-8e0b-83aaa38df0e7/chart/revenue-and-expenses-breakdown/query-ZGF0ZT0yMDI2LTA2LTA0"/><figcaption>NYSE:YEXT Revenue &amp; Expenses Breakdown as at Jun 2026</figcaption></figure> <h2>TTM profit boosted by US$45.5m one off gain</h2> <ul> <li>Over the last 12 months, Yext reported net income of US$39.7 million and basic EPS of US$0.33, but this includes a US$45.5 million one off gain that has a big impact on those profitability figures.</li> <li>What stands out for the bullish view is that Yext moved from a loss of US$27.9 million in the earlier trailing period to a profit in the latest one. However, that shift is heavily influenced by the one time gain, which means:     <ul> <li>The trailing earnings growth and the reported 59.6% per year earnings growth rate over five years line up with bulls who focus on improving profitability, but the underlying net income excluding that US$45.5 million is much lower than the headline number suggests.</li> <li>Bulls also point to analysts expecting earnings to grow about 13.5% per year from here, so the heavy lift from the one off gain makes it important to separate recurring earnings from reported figures when you think about how durable that growth story really is.</li> </ul> </li> </ul><p> On top of the headline shift back to profit, bulls argue the story really comes alive once you see how those earnings were achieved and which parts may not repeat. It is worth seeing how that plays out in the full bullish narrative <strong>🐂 Yext Bull Case</strong></p><h2>P/E of 9.7x versus peers above 20x</h2> <ul> <li>With the stock at US$3.83, the trailing P/E of about 9.7x sits well below the peer average of roughly 23.7x and the US Software industry around 30x. It is also well below a DCF fair value estimate of US$12.85 and an analyst price target of US$6.75.</li> <li>Critics focus on the bearish angle that weak interest coverage and the one off gain make the current P/E and discount to both peers and the DCF fair value less straightforward, because:     <ul> <li>Interest payments are not well covered by earnings over the last 12 months, so even with a low P/E, bears question how comfortable it is to rely on those earnings for servicing debt.</li> <li>The large US$45.5 million non recurring gain inflates trailing net income, which means the apparently cheap 9.7x multiple is based on earnings that are not all from ongoing operations, a key detail if you are comparing directly to higher peer and industry P/E levels.</li> </ul> </li> </ul><p> Bears argue that once you strip out the one time gain and factor in thin interest coverage, the low P/E tells a more complicated story than a simple bargain. This is exactly the kind of nuance unpacked in the full cautious take <strong>🐻 Yext Bear Case</strong></p><h2>Revenue steady while earnings forecasts do the heavy lifting</h2> <ul> <li>Quarterly revenue has sat in a tight band between US$107.9 million and US$113.1 million across the last six reported quarters, and analysts now expect revenue to grow around 0.7% per year while forecasting earnings growth of about 13.5% per year.</li> <li>Analysts' consensus view leans on the idea that a relatively flat top line can still support earnings growth as the platform’s AI driven products and higher value use cases gain traction, yet the current numbers highlight a few tensions:     <ul> <li>The consensus narrative talks about growing digital complexity and expanding AI offerings as drivers for future demand, but the recent revenue range of roughly US$108 million to US$113 million per quarter shows that so far, growth is modest against the broader US market revenue growth of 12.1%.</li> <li>At the same time, forecasts for mid teens annual earnings growth rest on margin improvement from about 8.5% to 9.6%, so the real test for that view will be whether Yext can convert largely steady revenue into higher profitability without relying on more one off gains like the US$45.5 million booked in the last 12 months.</li> </ul> </li> </ul> <h2>Next Steps</h2> <p>To see how these results tie into long-term growth, risks, and valuation, check out the full range of community narratives for Yext on Simply Wall St. Add the company to your watchlist or portfolio so you'll be alerted when the story evolves.</p> <p>If this mix of opportunity and concern feels finely balanced, this is the moment to look at the details yourself and decide where you stand, starting with 4 key rewards and 2 important warning signs</p> <h2>See What Else Is Out There</h2> <p>Yext’s reliance on a US$45.5 million one off gain, thin interest coverage, and modest recent revenue range raises questions about earnings quality and balance sheet strength.</p> <p>If you want stocks where recurring profits and financial resilience do more of the work, start comparing companies in the solid balance sheet and fundamentals stocks screener (47 results) to this earnings story.</p> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data         and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your         financial situation. We aim to bring you long-term focused analysis driven by fundamental data.         Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.         Simply Wall St has no position in any stocks mentioned.</em></p><div><h3><strong>New: </strong>Manage All Your Stock Portfolios in One Place</h3><p>We've created the <strong>ultimate portfolio companion</strong> for stock investors, <strong>and it's free.</strong></p><p>• Connect an unlimited number of Portfolios and see your total in one currency<br/>• Be alerted to new Warning Signs or Risks via email or mobile<br/>• Track the Fair Value of your stocks<br/></p><p>Try a Demo Portfolio for Free</p></div></div></div>

YEXT

<p>Yext (YEXT) reported Q1 2027 revenue of $107.9 million and EPS of $0.02. Trailing 12-month net income was $39.7 million, significantly boosted by a $45.5 million one-off gain. This non-recurring item distorts profitability metrics, making the low P/E ratio of 9.7x appear cheaper than peers but raising concerns about earnings sustainability and interest coverage. While bulls highlight improved profitability, bears argue that excluding the one-off gain reveals weaker underlying performance amidst flat revenue growth.</p>

Yext (YEXT) Q1 2027 One Off Gain Puts Earnings Narratives To The Test