Stock Markets February 10, 2026

Yext Shares Jump After Company Announces $180 Million Modified Dutch Auction Buyback

Tender offer sets a $5.75 to $6.50 per-share cash range and aims to return capital to stockholders

By Avery Klein YEXT
Yext Shares Jump After Company Announces $180 Million Modified Dutch Auction Buyback
YEXT

Yext, Inc. said it will conduct a modified Dutch auction to repurchase up to $180 million of its common stock, offering $5.75 to $6.50 per share in cash. The announcement prompted an 11% intraday increase in the company's shares. The offer is set to expire on March 12, 2026, unless extended or terminated, and is designed to provide stockholders with a structured liquidity option while allowing non-participants to increase their relative ownership.

Key Points

  • Yext announced a modified Dutch auction tender offer to buy up to $180 million of its common stock.
  • The company is offering $5.75 to $6.50 per share in cash, a premium of 17% to 32% over Monday's close of $4.91, and the stock rose 11% on the news.
  • The tender offer expires on March 12, 2026, unless extended or terminated; shareholders may tender or withdraw shares before the offer concludes. Impacted sectors include technology (software) and public equities/ corporate finance.

Yext, Inc. (NYSE:YEXT) saw its shares climb 11% on Tuesday after the company disclosed a tender offer structured as a modified Dutch auction to acquire up to $180 million of its outstanding common stock.

The repurchase would be executed at cash prices between $5.75 and $6.50 per share, which the company says equates to a premium of 17% to 32% compared with Monday's closing share price of $4.91. The tender offer is scheduled to expire on March 12, 2026, unless the company decides to extend or terminate the offer earlier.

Yext described the move as a mechanism to return capital to stockholders. Management indicated that the modified Dutch auction process allows holders to tender all or a portion of their shares at a selected price within the stated range, rather than selling in open market transactions.

The company highlighted several practical features of the tender offer. It presents an opportunity for shareholders to obtain liquidity for their positions with what Yext says should be less potential disruption to the stock price and lower transaction costs than typical open market sales. Conversely, stockholders who opt not to participate would see their relative percentage ownership in the company increase as a result of shares being repurchased.

Under the terms disclosed, shareholders may submit tenders prior to the expiration date and retain the right to withdraw those tenders at any time before the offer concludes. Yext noted that this structure is intended to provide liquidity while minimizing impact on the share price compared with traditional market transactions.

The announcement and the details of the offer were posted by the company as the primary rationale for the accelerated share-price move. Investors evaluating the tender will be able to choose whether to participate and at what price within the published $5.75 to $6.50 range, subject to the offer's expiration on March 12, 2026, unless altered by the company.

Risks

  • The tender offer is scheduled to expire on March 12, 2026, but may be extended or terminated prior to that date, creating timing uncertainty for shareholders.
  • Shareholders who submit tenders retain the ability to withdraw their shares before the offer concludes, which may affect the final uptake of the repurchase.
  • Stockholders who do not participate will increase their relative percentage ownership in Yext, changing ownership dynamics among remaining investors.

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