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Yelp Inc (YELP)
NYSE:YELP
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Yelp (YELP) Price & Analysis

1,029 Followers

YELP Stock Chart & Stats

$27.94
-$0.11(-0.28%)
At close: 4:00 PM EST
$27.94
-$0.11(-0.28%)

Bulls Say, Bears Say

Bulls Say
High Profitability & MarginsSustained very high gross margins and healthy operating/EBITDA margins reflect scalable platform economics and strong unit economics for Yelp’s marketplace. These durable margins support reinvestment in product, buybacks, and buffer profitability through local ad cyclicality over the next several quarters.
Conservative Balance Sheet & ROEExtremely low leverage and ~20% ROE give Yelp financial flexibility to invest in AI, pursue partnerships, or repurchase shares without stress. This capital structure materially reduces bankruptcy and refinancing risk and supports multi-quarter strategic investments amid local-market variability.
Diversifying Higher‑margin Revenue StreamsRapid growth in 'other' revenue (Hatch, data licensing, food ordering) and strategic integrations position Yelp to diversify away from core ad dependence. These higher‑margin, product-led streams and platform partnerships (data licensing and AI integrations) can structurally raise revenue resilience long term.
Bears Say
Weakness In Core Ads EngagementCore advertising remains Yelp’s primary monetization engine; multi‑point declines in RR&O revenue, paying locations, and clicks indicate weakening demand and advertiser retention. Durable pressure here can constrain top-line growth and reduce the base that funds new product experiments over the next several quarters.
Free Cash Flow VolatilityWhile FCF remains positive, a notable TTM decline highlights volatility in cash conversion from operations and working capital. That swinginess can limit predictable funding for capex, AI investments, or repurchases and raises execution risk for multi‑quarter strategic initiatives reliant on steady cash generation.
CTO Succession And Execution RiskThe departure of a long‑tenured CTO during a push to scale AI and product features creates execution risk. Even with an internal successor, leadership change can slow engineering priorities, complicate integrations with AI partners and delay product monetization milestones over the medium term.

Yelp News

YELP FAQ

What was Yelp Inc’s price range in the past 12 months?
Yelp Inc lowest stock price was $19.60 and its highest was $37.55 in the past 12 months.
    What is Yelp Inc’s market cap?
    Yelp Inc’s market cap is $1.30B.
      When is Yelp Inc’s upcoming earnings report date?
      Yelp Inc’s upcoming earnings report date is Jul 30, 2026 which is in 53 days.
        How were Yelp Inc’s earnings last quarter?
        Yelp Inc released its earnings results on May 07, 2026. The company reported $0.3 earnings per share for the quarter, beating the consensus estimate of $0.263 by $0.037.
          Is Yelp Inc overvalued?
          According to Wall Street analysts Yelp Inc’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Yelp Inc pay dividends?
            Yelp Inc does not currently pay dividends.
            What is Yelp Inc’s EPS estimate?
            Yelp Inc’s EPS estimate is 0.36.
              How many shares outstanding does Yelp Inc have?
              Yelp Inc has 54,990,704 shares outstanding.
                What happened to Yelp Inc’s price movement after its last earnings report?
                Yelp Inc reported an EPS of $0.3 in its last earnings report, beating expectations of $0.263. Following the earnings report the stock price went down -4.982%.
                  Which hedge fund is a major shareholder of Yelp Inc?
                  Currently, no hedge funds are holding shares in YELP
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Yelp Inc

                    Yelp Inc. operates a platform that connects consumers with local businesses in the United States and internationally. The company's platform covers various local business categories, including restaurants, shopping, beauty and fitness, health, and other categories, as well as home, local, auto, professional, pets, events, real estate, and financial services. It provides free and paid advertising products to businesses, which include cost-per-click search advertising and multi-location Ad products, as well as enables businesses to deliver targeted search advertising to local audiences; and business listing page products. The company also offers other services comprising Yelp Reservations that provide online reservations for restaurants, nightlife, and other venues directly from their Yelp business pages; Yelp Waitlist, a subscription-based waitlist management solution that allows consumers to check wait times and join waitlists remotely, as well as businesses to manage seating and server rotation; Yelp Knowledge program that offers business owners local analytics and insights through access to its historical data and other proprietary content; and Yelp Fusion, which offers free and paid access to content and data for consumer-facing enterprise use through publicly available APIs. In addition, it provides content licensing, as well as allows third-party data providers to update and manage business listing information on behalf of businesses. Further, the company offers its products directly through its sales force; indirectly through partners; and online through its website, as well as non-advertising partner arrangements. It has strategic partnership with Grubhub for providing consumers with a service to place food orders for pickup and delivery. Yelp Inc. was incorporated in 2004 and is headquartered in San Francisco, California.

                    Yelp (YELP) Earnings & Revenues

                    YELP Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    The call balanced meaningful strategic and product progress—strong growth in 'other' revenue (75%), rapid Hatch and food-ordering acceleration, AI product rollouts, and margin/repurchase actions—against clear near-term weakness in core advertising metrics (RR&O -11%, ad clicks -10%), a 27% decline in net income, and continued macro/geopolitical uncertainty. Management beat quarterly guidance and emphasized investments that should unlock higher-margin AI-driven revenue streams and productivity gains over time, but they maintained a cautious outlook for the near term.View all YELP earnings summaries

                    YELP Stock 12 Month Forecast

                    Average Price Target

                    $27.33
                    ▼(-2.17% Downside)
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<span style=\"color:#912767\" class=\"mb3 mt2 fonth8_semibold\"> Moderate Sell</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 1,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#912767","enabled":true,"symbol":"circle"}},{"y":35.17,"date":1751328000000,"info":" <span style=\"color:#828080\" class=\"mb3 mt2 fonth8_semibold\"> Hold</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 1,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#828080","enabled":true,"symbol":"circle"}},{"y":33.04,"date":1754006400000,"info":" <span style=\"color:#828080\" class=\"mb3 mt2 fonth8_semibold\"> Hold</span>\n            <div 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