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

1,031 Followers

YELP Stock Chart & Stats

$25.10
$1.03(4.10%)
At close: 4:00 PM EDT
$25.10
$1.03(4.10%)

Bulls Say, Bears Say

Bulls Say
Cash GenerationConsistent, high operating cash flow and substantial free cash flow indicate durable earnings quality and internal funding for growth, buybacks, or reinvestment. Over 2-6 months this supports flexibility to execute strategy and absorb cyclical ad softness without relying on external financing.
Conservative Balance SheetVery low leverage and a sizable equity base limit financial risk and preserve optionality for investments or buybacks. This structural strength reduces refinancing and interest-rate vulnerability and underpins sustained capital allocation choices over the medium term.
Revenue Diversification & PartnershipsRapid growth in 'other' revenue (Hatch, food ordering, data licensing) and integrations with major AI platforms structurally broaden monetization beyond local ads. These high-growth, higher-margin channels can materially change revenue mix and durability over multiple quarters.
Bears Say
Core Ad WeaknessDeclines in paying advertisers and engagement strike at Yelp's primary revenue engine. Structural weakness in local ad demand or platform engagement can compress long-term revenue density per location and slow ad monetization recovery across quarters.
FCF Growth VolatilityWhile absolute cash flow is strong, meaningful year-over-year FCF growth swings indicate working-capital or conversion variability. Persistent volatility undermines planning for investment or buybacks and increases uncertainty around sustainable cash returns to shareholders.
Early-stage Partner MonetizationPartnerships with major AI platforms expand reach but currently lack predictable downstream monetization. Dependence on partner product timelines and limited visibility creates execution risk that diversification and AI-driven revenue may take multiple quarters to materialize.

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 $35.26 in the past 12 months.
    What is Yelp Inc’s market cap?
    Yelp Inc’s market cap is $1.54B.
      When is Yelp Inc’s upcoming earnings report date?
      Yelp Inc’s upcoming earnings report date is Aug 06, 2026 which is in 6 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 Undervalued. 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 digital platform facilitating connections between consumers and local enterprises, both within the U.S. and globally. Its extensive coverage spans numerous business sectors, including dining, retail, wellness, healthcare, home services, automotive, professional trades, pet care, event planning, real estate, and financial services. For businesses, Yelp provides diverse promotional tools, both complimentary and premium. These encompass pay-per-click advertising, specialized ad solutions for multi-location businesses, hyper-local targeting capabilities, and enhanced business profile features. Beyond advertising, Yelp offers several specialized services. Yelp Reservations allows users to book tables at restaurants and other venues directly through business profiles. Yelp Waitlist is a subscription service that helps businesses manage customer queues and seating, while enabling consumers to monitor wait times and join remotely. The Yelp Knowledge program gives business owners access to local market intelligence and historical data insights. Furthermore, Yelp Fusion offers API access to its data and content for enterprise clients, available in both free and paid tiers. The company also licenses its content and permits external data providers to maintain business listings. Yelp distributes its offerings through a direct sales force, partner networks, its online presence, and various non-advertising collaborations. A key strategic alliance with Grubhub enables users to order food for delivery or pickup. Founded in 2004, Yelp Inc. 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
                    ▲(8.90% Upside)
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<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 class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 1,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#828080","enabled":true,"symbol":"circle"}},{"y":31.39,"date":1756684800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div 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style=\"color:#912767\">Sell 3</span>\n      ","marker":{"lineColor":"#828080","enabled":true,"symbol":"circle"}},{"y":27.4,"date":1769904000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Moderate Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":22.6,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Moderate Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 3,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 2</span>\n      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