Yelp Inc.
YELP
NYSE·Communication Services·Internet Content & Information·Mkt cap $1.2B
$21.66
▼ -2.21%
P/E
10.41
Mkt Cap
$1.2B
52-Wk Range
$19.60–$34.49
52-Week Range
$19.60 - $34.49
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 31.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Largest user-generated review database with 200+ million reviews providing network effects
- Established brand trust and consumer habit as go-to local business discovery platform
- Proprietary local business data, analytics, and insights unavailable to competitors
- Direct relationships with millions of small and medium-sized businesses for advertising monetization
Bear Case
1 risk
- Low volatility (beta 0.4).
Growth
Stable outlook
Increasing digital advertising spend migration from traditional to local search platforms
Value
Attractively priced below Digital Advertising peer average
Momentum
Weak
-5.7% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying YELP right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
AUG 6, 2026
Reported EPS of $0.57 vs $0.36 consensus (+56.4% surprise). Revenue of $375.5M vs $366.9M expected (+2.4%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+56.4%
Revenue trend · last 8Q
—
+6%
+8%
+4%
+4%
-1%
+1%
+1%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$360.3M
$362.0M
$358.5M
$370.4M
$376.0M
$360.0M
$361.5M
$375.5M
Margins · last 8Q
Gross
93.2%
Operating
10.2%
Profit
8.4%
Wall Street consensus
2 analysts · 0% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
0%
Hold
50%
Sell
50%
Median Price Target
—
Latest: Morgan Stanley · $24.00 · May 15, 2026
vs Industry
How YELP stacks vs Internet Content & Information
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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