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YELP

Yelp Inc.

YELP

NYSE·Communication Services·Internet Content & Information·Mkt cap $1.4B

$26.52

+1.03%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$19.60 - $35.53

P/E

12.17

Fwd P/E

14.08

Beta

0.47

Div Yield

0.00%

Avg Vol

1.2M

Shares Out

59.5M

Mkt Cap

$1.4B

Price action

Price chart

Down 25.1% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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 0.5).

Growth

Stable outlook

Increasing digital advertising spend migration from traditional to local search platforms

Value

Attractively priced below Digital Advertising peer average

Momentum

Stable

+4.4% over 3m

Quality

Excellent

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 30, 2026

Q2 26 RECAP

MAY 7, 2026

Reported EPS of $0.30 vs $0.26 consensus (+15.4% surprise). Revenue of $361.5M vs $353.5M expected (+2.3%). Beat on both top and bottom lines.

EPS beat +15.4%
Rev beat +2.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+15.4%

Next: Apr 30, 2026

Revenue trend · last 8Q

+6%

+8%

+4%

+4%

-1%

+1%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$357.0M

$360.3M

$362.0M

$358.5M

$370.4M

$376.0M

$360.0M

$361.5M

Margins · last 8Q

Gross

Operating

Profit

4.9%

Wall Street consensus

3 analysts · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

2

67%

Sell

1

33%

Median Price Target

$28.00

+5.6% vs $26.52

Low $24.00
Median $28.00
High $30.00

Latest: Morgan Stanley · $24.00 · May 15, 2026

3 analysts covering

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.