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YXYXT

YXT.COM Group Holding Limited

$YXT·$14M·Software - Application·Technology
$2.30+0.4%YTD-70.6%1Y-75.1%
Price updated 10h ago·X counts updated 5d ago
YXYXT
$YXTYXT.COM Group Holding Limited
$2.30+0.44%4 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $YXT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

4X posts · last 7 days
Sep 1Sep 14
Bullish sentimentAI analysisGenerated by AI from underlying data15 posts analyzed · as of 2026-08-27

YXT sentiment is aggressively bullish. Users highlight AI product revenue growth of 9x YoY in Q2, 20+ new SaleSmart clients, Tencent as top shareholder holding 29M shares (China's largest publicly traded company), channel partnerships with Tencent WeCom, Ali DingTalk and Lark, cost to borrow (CTB) exploding from 568% to 662% (+94% overnight), and use of proceeds targeted at strategic acquisitions. Lock-ups from Aug 7 and 14 offerings expire Sept 1 and Sept 6. Skepticism is essentially absent from the sample; the modal stance is 'she's going up really fast, waiting for the MoU/LOI catalyst'.

Read what X is saying about $YXT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $YXT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Driven by hypeEvent coming upAI verdict · as of 2026-09-18

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

A tiny China-listed corporate-training software firm is priced like a squeeze setup with rocketing cost-to-borrow.

YXT.COM Group is a small Chinese enterprise corporate-training-software company with a specific angle — a very large shareholder is one of China's biggest internet groups, and management has been publicly leaning into an artificial-intelligence product mix. The current setup is more about ownership structure and technicals than about traditional fundamentals.

  • The financial screen is very small-cap: gross margins are strong at close to seventy percent of sales, but free-cash-flow yield is meaningfully negative and reported earnings-per-share is a large loss over trailing quarters.
  • The capital-markets activity has been dilutive: two recent registered direct offerings of American depositary shares have raised modest total proceeds, with the second one priced at a materially lower price than the first — a classic pattern of small-cap dilution into strength.
  • The technical setup is loud: cost-to-borrow on the shares has spiked into the high hundreds of percent, lock-up expirations from the recent offerings sit close in front of the market, and the strategic-shareholder connection continues to be marketed as the reason to hold.

There is no traditional near-term earnings catalyst; the shares move on the lock-up expirations, on any strategic-acquisition or partnership announcement, and on whether the artificial-intelligence-product story converts into revenue growth in the next few quarters.

Agrees with X sentimentX sentiment is aggressively bullish and specifically anchored on the artificial-intelligence-product revenue growth, the strategic-shareholder tie to a large Chinese internet group and the exploding cost-to-borrow. That crowd read matches the technical setup but does not engage with the fresh dilution risk from the two recent offerings or the pending lock-up expirations — so the sentiment captures the squeeze pattern more than the underlying business.

What to watch: The upcoming lock-up expirations from the two recent registered direct offerings, any strategic-acquisition or partnership announcement, and the next quarterly print for artificial-intelligence-product revenue traction. Cost-to-borrow trends will telegraph any positioning shift.

On the calendar: Lock-up expiration — pending

Read the AI verdict on $YXT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Chinese corporate digital learning platform delivering e-learning courses, training management tools, and live instructor-led programs to enterprises.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $YXT.

Software - Application · Technology

Adobe Q3 lifted guidance with triple-digit AI-first ARR, validating the AI upsell bifurcation: vendors embedding AI agents into core workflows (NOW, CRM, SAP, WDAY, TEAM, ADBE) are re-accelerating while pure-play SaaS without clear AI differentiation faces flat NDR and rate-compressed multiples. IGV -9.7% T12M reflects the laggard drag on the index.

What this means for $YXT

Neutral — YXT.COM is a Chinese corporate e-learning platform; operating in a different market with different regulatory and AI deployment dynamics than US enterprise SaaS.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-0.7%YTD
-9.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-6.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-45.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-41.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-135%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
68.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$-0.12——
Q2 2025Aug 20, 2025$-0.88——
Next earningsThu, Apr 1

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$93.7M+4.7%71.0%-40.9%$-6.90$-26.3M
Q3 FY25$93.7M+23.3%71.0%-40.9%$-6.90$-26.3M
Q2 FY25$76.4M-7.4%65.1%-42.2%$-6.30$0
Q1 FY25$76.4M-8.1%65.1%-42.2%$-6.30$0

Forward consensus

3-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$53.0M$53.0M – $53.0M-$0.82-$0.82 – -$0.821
FY27$57.2M$57.2M – $57.2M-$0.33-$0.33 – -$0.331
FY28$62.0M$62.0M – $62.0M$0.24$0.24 – $0.241

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.0%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-37.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-57.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 5.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β5.935-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Aug 17424B5
AI summary

YXT.COM Group Holding (YXT) offered 500,000 ADSs (each representing 30 Class A ordinary shares) at $3.00/ADS through Univest Securities as placement agent; prior YXT ADS price was $3.57 on August 14, 2026. The offering is constrained by the F-3 one-third public float limitation (YXT's public float is below $75M). A dilutive offering at approximately a 16% discount to market; the one-third float cap confirms YXT is a small international company with limited near-term shelf capacity.

424B5Prospectus supplement (offering)Aug 7424B5
AI summary

Yext Inc. (YXT) filed a 424B5 prospectus supplement for a small ADS offering: 150,000 ADSs at $7.00 each, raising $1,050,000 gross and approximately $976,500 net after Univest Securities' 7% placement fee ($73,500). Yext is subject to SEC 'baby shelf' rules under General Instruction I.B.5 of Form F-3 because its public float remains below $75 million, limiting how much it can raise in any 12-month calendar period. This is a very small offering relative to typical market activity.

+ 9 other (6 6-Ks · 1 EFFECT · 1 F-3/A · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Univest Securities, LLC Announces Closing of $1.5 Million Registered Direct Offering for its Client YXT.COM GROUP HOLDING Ltd (NASDAQ: YXT)globenewswire.com·33d agoYXT.COM GROUP HOLDING Ltd Announces Pricing of $1.5 Million Registered Direct Offeringglobenewswire.com·37d agoYXT.COM Group Holding Limited (YXT) Q2 2026 Earnings Call Transcriptseekingalpha.com·38d agoYXT.com Reports Unaudited Financial Results for the First Six Months of 2026globenewswire.com·38d agoUnivest Securities, LLC Announces Closing of $1.05 Million Registered Direct Offering for its Client YXT.COM GROUP HOLDING Ltd (NASDAQ: YXT)globenewswire.com·43d ago

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Voices on X · last 7 days

No standout posts about $YXT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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