Out Fox The $treet

  Yext reported disappointing Q3 results with only 2% growth despite hype around AI. YEXT's focus on profits over growth has hurt stock performance. The stock is now a call option on management's ability to return the business to growth with Yext trading at only 1x EV/S targets. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » Yext  ( NYSE: YEXT ) reported a disappointing FQ3 as the company failed to make any progress towards returning to solid growth. The AI search company has prioritized profits over growth in the last year to the demise  of the stock. My  investment thesis  is still Bullish on the stock at the current ultra-cheap valuation, but Yext isn't likely to rally until the company prioritizes and produces growth. Read the full article on Seeking Alpha.  Disclosure: Long YEXT. Please review the disclaimer page for more details. 

This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More »   Update - June 7, 2023 Yext is now turning the corner with some revenue growth. FQ2 at $102M would be a record level (finally) -Q1 Non-GAAP EPS of $0.08 beats by $0.03. -Revenue of $99.45M (+0.7% Y/Y) beats by $0.9M. -Customer Count Increased 5% Year-over-Year to Over 2,970 -Cash and Cash Equivalents of $217 Million. -Q2 Outlook: Revenue is projected to be in the range of $101.5 to $102.5 million; Original article posted on March 8  Yext, Inc. reported a mixed quarter with higher profits, but the company has limited revenue growth now. The data knowledge company has shifted the business to profit growth, constraining revenue growth in the near term. YEXT stock is cheap at 2x EV/S targets, even after doubling off the '22 lows.  The excitement over generative AI chat sent  Yext, Inc.  ( NYSE: YEXT ) to recent yearly highs. The data knowledg...

  Yext fell following a solid FQ2'22 revenue beat. The company continues to face headwinds in international markets due to covid, but Yext also guided up revenue for the year. The stock trades at a massive valuation multiple gap to other search providers that should close as growth rates reverse. This idea was discussed in more depth with members of my private investing community, Out Fox The Street.  Learn More » Read the full article on Seeking Alpha.  Disclosure: Long YEXT. Please review the disclaimer page for more details.  Update - Oct. 15 Huge numbers from Samsung on switching to the Answers product from Yext. The stock trading at the lows makes absolutely no sense as the globe continues to reopen.  - Within eleven weeks of launching with Support Answers, Samsung experienced significant growth in every major customer satisfaction metric, increasing its Net Promoter Score (NPS) by 45%, Customer Satisfaction Score (CSAT) by 33%, number of resolved iss...

- Today our contributors who specialize in value, dividend, high yield, income, and REITs share their thoughts. -We will return with Part 2 of the 2021 Outlook Roundtable in early January. -The Marketplace team wishes to all who celebrate a Merry Christmas! We end our  2021 Roundtable - Part 1 - Vaccine News  series with our contributors who focus on value, dividend, high yield, income, and REIT investing. We asked our authors the following: Now that vaccines are approved in several countries, a post-COVID reality is in sight. How does this impact the investment horizon in your area of expertise for 2021? Name up to three stocks/ETFs that will outperform as a result. The answers were compiled as late as Sunday, Dec. 20. As usual, feel free to comment below - we'd love to hear your opinions. Out Fox The Street  by  Stone Fox Capital : A vaccine sets up the economic reopen trade for 2021 which includes a lot of the stocks in the Out Fox model. These stocks had solid bu...

Yext is a buy at $16. Aurora Cannabis is a buy on weakness to play a potential deal with 50% upside. Out Fox The $treet to launch soon! Stocks to watch on Thursday: Yext ( YEXT )  The digital knowledge management company should see a surge in demand as retail stores constantly shift open hours and services offered in store due to COVID-19. The stock has struggled to break strong resistance in the $17-18 range. A break would easily signal a run to previous highs.  Investors need to keep in mind that Yext should return to 30% revenue growth rates once the economy normalizes. Even the worse case scenario in FY21 (January) includes 18.5% growth. The stock has constantly bounced off $16 offering another gift entry point.  The Out Fox model remains highly bullish on the stock.  Aurora Cannabis ( OTC:ACB ) As mentioned in the  my research  today, the Canadian cannabis stock is a buy on any deal with  Aphria  ( OTC:APHA ). The ...

Yext (YEXT) is quickly becoming one of the best ways to play AI powered services. The small tech stock has been a solid buy on dips to $12 since going public about a year ago.