IB Net Payout Yields Model

Yext: Producing More With Less

  •  Yext reported a mixed FQ3, but the market was impressed with the improving bottom line.
  • The AI search company overcame strong currency headwinds to produce modest ARR growth.
  • The stock is incredibly cheap trading at a 1.5x EV/S multiple.
In no huge surprise, Yext (NYSE:YEXT) reported results for the October quarter that weren't particularly impressive when focused on the top line. The company has replaced management and worked on improving the efficiency of its salesforce over driving revenue growth. My investment thesis is ultra-Bullish on the stock due to the massive valuation discount and the clear double bottom already at $4.

Read the full article on Seeking Alpha. 

Disclosure: Long YEXT. Please review the disclaimer page for more details. 


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