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Yelp Community
NYSE:YELP Community
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Yelp
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Digital Transformation And AI Will Redefine Local Commerce
Key Takeaways AI-powered tools and automation are poised to fuel substantial growth in engagement, platform revenue, and self-serve ad streams, greatly exceeding market expectations. Monetization of B2B AI integrations and new SaaS-like features positions Yelp for lasting high-margin gains and increased pricing power as mobile and digital adoption rise.
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US$48.00
FV
35.4% undervalued
intrinsic discount
5.50%
Revenue growth p.a.
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about 9 hours ago
author updated this narrative
Yelp
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
RepairPal Acquisition And AI Tools Will Expand Future Revenue Streams
Key Takeaways Expansion in AI-driven tools and services, including Yelp Assistant and smart ad solutions, is expected to boost user engagement and ad effectiveness, driving revenue growth. Strategic cost management and reduced reliance on stock-based compensation aim to enhance profitability, combined with share repurchases to support earnings per share growth.
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US$38.63
FV
19.7% undervalued
intrinsic discount
4.01%
Revenue growth p.a.
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2 days ago
author updated this narrative
Your Valuation for
YELP
YELP
Yelp
Your Fair Value
US$
Current Price
US$31.03
0.9% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-45m
2b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.7b
Earnings US$179.5m
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