Yext To Gain From Cross-sell Opportunities - Analyst Projects Solid Margin Expansion
Yext To Gain From Cross-sell Opportunities - Analyst Projects Solid Margin Expansion
MacDonald sees significant potential for Needham analyst Ryan MacDonald upgraded Yext, Inc. (NYSE:YEXT) to Buy from Hold, with a price forecast of $8.
Needham分析师Ryan MacDonald将Yext，Inc. (NYSE:YEXT)的评级从持有升级为买入，并给出了8美元的目标价格。
Yext shares are trading higher after the company reported better-than-expected second-quarter adjusted EPS results and issued FY25 revenue guidance above estimates.
Yext股票价格上涨，因为该公司公布了超出预期的第二季度调整后的每股收益结果，并且发布了超过预期的财年25营业收入指引。
The analyst notes that the results clarified the business's fundamental trajectory following the recent Hearsay acquisition.
分析师指出，这些结果澄清了最近收购Hearsay之后业务的根本趋势。
MacDonald sees significant potential for margin expansion over the next 12-18 months, despite initial dilution from the Hearsay acquisition.
尽管受到Hearsay收购的初期稀释影响，但MacDonald认为在未来12-18个月内，利润率有很大的扩张潜力。
While topline growth remains a concern, Yext's updated outlook for 2H25 is viewed as appropriately conservative. Cross-sell opportunities could drive organic growth acceleration in FY26.
虽然销售额增长仍然令人担忧，但Yext对2025下半年的展望被认为是适当保守的。交叉销售机会可能推动2026财年的有机增长加速。
Also Read: G-III Apparel Posts Upbeat Results, Joins NIO, Yext, Shoe Carnival And Other Big Stocks Moving Higher On Thursday
另请阅读：G-III Apparel发布令人振奋的成果，加入NIO、Yext、Shoe Carnival和其他大型股票在周四上涨
Improving execution is stabilizing the business despite a challenging selling environment. Total annual recurring revenue declined by 4% year-over-year to $381.8 million. However, direct annual recurring revenue showed its first sequential improvement in a year, increasing from $312.1 million in the first quarter to $313.4 million.
尽管面临挑战性的销售环境，但执行力的改善使业务趋于稳定。总年度重复收入同比下降4%，为3,818万美元。然而，直接年度重复收入在一年内首次出现了连续改善，从第一季度的3,121万美元增加到3,134万美元。
This positive change comes amidst ongoing commentary about prolonged sales cycles and a cautious spending environment, the analyst adds.
分析师补充说，这种积极变化发生在关于长期销售周期和谨慎的支出环境的持续评论中。
Yext has highlighted improved efficiency with an increased adjusted EBITDA guidance, while maintaining conservative topline expectations. Following the completion of the Hearsay acquisition on August 1st, Yext management has updated the FY25 outlook to include an estimated $30 million contribution from the newly acquired asset.
Yext强调提高了调整后的EBITDA指导，并保持了保守的销售预期。在8月1日完成Hearsay收购之后，Yext管理层更新了FY25展望，包括从新收购资产中估计的3000万美元贡献。
Price Action: YEXT shares are trading higher by 13.3% to $5.575 at last check Thursday.
价格走势：Yext股票在上周四最后交易时高涨13.3％，至5.575美元。
- Volvo Cars Expands Partnership With Nvidia For Advanced AI And Autonomous Driving
- 沃尔沃汽车与英伟达进一步扩展合作，共同推进人工智能和自动驾驶技术
