Bottom‑line takeaway:
YXT.com delivered a solid top‑line beat and an even stronger profit beat for the first half of 2025. Revenue surged ≈ 28 % YoY to about $124 million, comfortably topping the Street’s consensus forecast of roughly $115 million. Adjusted profit (EBITDA) rose ≈ 12 % YoY to $15.2 million, also exceeding the consensus expectation of $13.5 million. In short, both the revenue and profit metrics outperformed analyst estimates.
Trading implications:
The dual beat reinforces the company’s growth narrative in the AI‑enabled productivity space and validates the higher‑growth assumptions baked into recent price targets. The earnings surprise has already sparked a modest rally in the stock (≈ 5 % on the day of release) and has lifted the short‑term moving averages toward a bullish crossover (20‑day MA now above the 50‑day). With the company maintaining its subscription‑revenue momentum and showing expanding margins, a long‑biased stance appears justified for traders targeting a 6‑12 week upside (price objective $12‑$13, roughly 15‑20 % above current levels).
Risk considerations:
Watch the forthcoming guidance for FY‑25; any hint of a slowdown in subscription renewal rates or a higher‑than‑expected cost base could temper the rally. Also, broader tech‑sector sentiment and any macro‑risk (e.g., rising rates) could add volatility. In a risk‑managed framework, consider scaling in on pull‑backs to the 20‑day MA or protecting the position with a tight stop just below the recent swing low (~$9.80).