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 margin expansion over the next 12-18 months, despite initial dilution from the Hearsay acquisition.Needham analyst Ryan MacDonald upgraded Yext, Inc. (NYSE:YEXT) to Buy from Hold, with a price forecast of $8.
Needham分析師Ryan MacDonald將Yext，Inc. (NYSE:YEXT)的評級從持有升級爲買入，並給出了8美元的目標價格。
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股票價格上漲，因爲該公司公佈了超出預期的第二季度調整後的每股收益結果，並且發佈了超過預期的財年25營業收入指引。
The analyst notes that the results clarified the business's fundamental trajectory following the recent Hearsay acquisition.
分析師指出，這些結果澄清了最近收購Hearsay之後業務的根本趨勢。
MacDonald sees significant potential for margin expansion over the next 12-18 months, despite initial dilution from the Hearsay acquisition.
儘管受到Hearsay收購的初期稀釋影響，但MacDonald認爲在未來12-18個月內，利潤率有很大的擴張潛力。
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.
雖然銷售額增長仍然令人擔憂，但Yext對2025下半年的展望被認爲是適當保守的。交叉銷售機會可能推動2026財年的有機增長加速。
Also Read: G-III Apparel Posts Upbeat Results, Joins NIO, Yext, Shoe Carnival And Other Big Stocks Moving Higher On Thursday
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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.
儘管面臨挑戰性的銷售環境，但執行力的改善使業務趨於穩定。總年度重複收入同比下降4%，爲3,818萬美元。然而，直接年度重複收入在一年內首次出現了連續改善，從第一季度的3,121萬美元增加到3,134萬美元。
This positive change comes amidst ongoing commentary about prolonged sales cycles and a cautious spending environment, the analyst adds.
分析師補充說，這種積極變化發生在關於長期銷售週期和謹慎的支出環境的持續評論中。
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強調提高了調整後的EBITDA指導，並保持了保守的銷售預期。在8月1日完成Hearsay收購之後，Yext管理層更新了FY25展望，包括從新收購資產中估計的3000萬美元貢獻。
Price Action: YEXT shares are trading higher by 13.3% to $5.575 at last check Thursday.
價格走勢：Yext股票在上週四最後交易時高漲13.3％，至5.575美元。
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譯文內容由第三人軟體翻譯。
