Yelp Management
Management Kriterienprüfungen 3/4
Yelp CEO ist Jeremy Stoppelman , ernannt in Jul 2004, hat eine Amtszeit von 21.83 Jahren. Die jährliche Gesamtvergütung beträgt $10.26M , bestehend aus 6% Gehalt und 94% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 1.72% der Aktien des Unternehmens, im Wert von $26.48M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 5.3 Jahre bzw. 7.2 Jahre.
Wichtige Informationen
Jeremy Stoppelman
Geschäftsführender
US$10.3m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 6.04% |
| Amtszeit als Geschäftsführer | 21.8yrs |
| Eigentum des Geschäftsführers | 1.7% |
| Durchschnittliche Amtszeit des Managements | 5.3yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 7.2yrs |
Jüngste Management Updates
Recent updates
YELP: AI Disruption Fears And Soft 2026 Outlook Meet Fair Value Constraints
Narrative Update on Yelp The analyst price target framework for Yelp has been nudged slightly higher to $25.63, with analysts citing a modestly improved profit margin outlook and updated assumptions around discount rate, long term revenue growth, and future P/E following mixed Q4 results and softer 2026 guidance. Analyst Commentary Recent Street commentary on Yelp has focused on how mixed Q4 results and a soft 2026 outlook feed into expectations for growth, profitability, and valuation.YELP: AI Disruption Fears And Softer 2026 Outlook Shape Re Rating Potential
Analysts have trimmed their average Yelp price target by about $3 to $4 to a range around the low to mid $20s. This reflects concerns about a softer 2026 outlook, pressure on ad budgets, user and engagement trends, and execution risks around new revenue initiatives.
YELP: Softer 2026 Outlook Will Pressure Local Ad Demand
Analysts have reduced their average Yelp price target by roughly $8 to $22. This reflects caution around a softer 2026 outlook, macro pressure on ad budgets, and concerns about user engagement and execution risk, despite only modest tweaks to long term growth and profitability assumptions.YELP: Softer 2026 Outlook Will Pressure Ad Demand And Margin Expectations
Analysts have trimmed their fair value estimate for Yelp to $22 from $30. They cited lower long term growth and margin assumptions, along with higher perceived risk following mixed Q4 results, a softer 2026 outlook and concerns around ad demand, user trends and new revenue initiatives.YELP: AI Disruption Fears Will Set Up Future Re Rating Potential
Yelp's analyst price target has shifted lower, with the updated fair value moving from about $34.44 to $25.50 as analysts factor in softer 2026 outlooks, macro pressure on advertising budgets, concerns around user and engagement trends, and added uncertainty from expansion efforts and potential AI disruption. Analyst Commentary Recent research reports point to a more cautious stance on Yelp, with several firms trimming their fair value estimates and flagging both execution challenges and external pressures.
YELP: AI Lead Automation And GenAI Positioning Will Support Future Upside
Analysts now see Yelp's fair value holding at $40.00, even as one recent target moved from $30.00 to $28.00. This reflects caution around smaller ad platforms while still assuming relatively steady discount rate, revenue growth, margin and P/E inputs in updated models.YELP: AI Call Automation Will Support Future Upside As Local Ad Demand Recovers
Narrative Update on Yelp The analyst price target for Yelp has shifted lower to align with recent Street moves that cut targets to $28 to $30, as analysts point to a muted near term outlook for ad budget recovery and relatively lower enthusiasm for smaller, less proven ad platforms compared with internet peers tied to GenAI and GPU related themes. Analyst Commentary Recent research on Yelp has tilted cautious, with both JPMorgan and others trimming price targets into the high US$20s and low US$30s.YELP: AI Call Automation Will Support Future Upside Despite Softer Ad Outlook
Analysts have modestly reduced their average price target on Yelp toward the low to mid US$30s, citing softer expectations for near term advertising growth in restaurants and retail, while still acknowledging potential upside from the company’s AI driven tools. Analyst Commentary Recent research on Yelp reflects a split view, with some large banks turning more cautious on near term advertising trends and others highlighting the potential for AI driven products to reshape the company’s revenue mix over time.YELP: AI Reception And Call Automation Will Drive Long-Term Upside Potential
The analyst price target for Yelp has been modestly lowered to $40 from $41, as analysts balance muted near term ad budget growth and reduced 2025 revenue expectations against emerging AI driven opportunities that could support longer term multiple expansion. Analyst Commentary Street research on Yelp reflects a mixed but increasingly nuanced outlook, with some firms trimming price targets on macro and vertical specific concerns while others highlight emerging AI driven upside that could support long term growth and valuation re rating.Yelp: A Value Trap As Ad Clicks Fall (Downgrade)
Dec 16YELP AI Products Will Drive Upside Despite Near-Term Advertising Headwinds
Analysts have modestly reduced our Yelp price target to $40.00 per share, reflecting expectations for slower near term revenue growth and muted ad budgets, partly offset by improving margins and emerging AI driven upside. Analyst Commentary Street research on Yelp remains mixed, but recent commentary highlights a growing divergence between caution around near term ad demand and optimism about the company’s execution and product roadmap.Yelp Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Nov 09
AI Integration And Zapier Capabilities Will Boost Engagement
With analyst reasoning unavailable, both Yelp's revenue growth forecast and net profit margin remain steady, resulting in an unchanged consensus price target of $34.44. What's in the News Repurchased 1,853,000 shares (2.86%) for $65.93 million from April to June, completing repurchase of 42,102,000 shares (57.83%) for $1,547.71 million under ongoing buyback.Many Still Looking Away From Yelp Inc. (NYSE:YELP)
Aug 31Here's Why Yelp (NYSE:YELP) Has Caught The Eye Of Investors
Jul 07Yelp (NYSE:YELP) Knows How To Allocate Capital Effectively
May 26Is It Time To Consider Buying Yelp Inc. (NYSE:YELP)?
Apr 10Here's Why We Think Yelp (NYSE:YELP) Is Well Worth Watching
Mar 25Yelp: Tough Macro, But Guidance Can Improve From Here
Mar 03Shareholders Can Be Confident That Yelp's (NYSE:YELP) Earnings Are High Quality
Feb 21Why Investors Shouldn't Be Surprised By Yelp Inc.'s (NYSE:YELP) P/E
Feb 14Returns At Yelp (NYSE:YELP) Are On The Way Up
Jan 12Why Yelp Inc. (NYSE:YELP) Could Be Worth Watching
Dec 27Yelp: Terrific Value Investment For 2025, Even Amid A Tough Restaurant Environment
Dec 18Yelp: Proven Advertiser At Compelling Price
Dec 11Here's Why Yelp (NYSE:YELP) Has Caught The Eye Of Investors
Dec 10Yelp Inc. (NYSE:YELP) Doing What It Can To Lift Shares
Nov 07Yelp Stock: 3 Reasons We've Turned Bearish (Rating Downgrade)
Oct 23
New Features, AI Optimization, And Calculated Repurchases Herald Bright Revenue Prospects
Introduction of new features and a product-led strategy aim to boost user engagement and advertiser attraction, positively influencing future revenue.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Dec 31 2025 | US$10m | US$620k | US$146m |
| Sep 30 2025 | n/a | n/a | US$150m |
| Jun 30 2025 | n/a | n/a | US$149m |
| Mar 31 2025 | n/a | n/a | US$143m |
| Dec 31 2024 | US$10m | US$600k | US$133m |
| Sep 30 2024 | n/a | n/a | US$118m |
| Jun 30 2024 | n/a | n/a | US$138m |
| Mar 31 2024 | n/a | n/a | US$115m |
| Dec 31 2023 | US$11m | US$500k | US$99m |
| Sep 30 2023 | n/a | n/a | US$92m |
| Jun 30 2023 | n/a | n/a | US$43m |
| Mar 31 2023 | n/a | n/a | US$36m |
| Dec 31 2022 | US$11m | US$500k | US$36m |
| Sep 30 2022 | n/a | n/a | US$39m |
| Jun 30 2022 | n/a | n/a | US$48m |
| Mar 31 2022 | n/a | n/a | US$45m |
| Dec 31 2021 | US$10m | US$500k | US$40m |
| Sep 30 2021 | n/a | n/a | US$38m |
| Jun 30 2021 | n/a | n/a | US$18m |
| Mar 31 2021 | n/a | n/a | -US$10m |
| Dec 31 2020 | US$8m | n/a | -US$19m |
| Sep 30 2020 | n/a | n/a | -US$23m |
| Jun 30 2020 | n/a | n/a | -US$12m |
| Mar 31 2020 | n/a | n/a | US$24m |
| Dec 31 2019 | US$6m | US$1 | US$41m |
Vergütung im Vergleich zum Markt: JeremyDie Gesamtvergütung ($USD10.26M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD5.48M).
Entschädigung vs. Einkommen: JeremyDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Jeremy Stoppelman (48 yo)
Mr. Jeremy Stoppelman founded Yelp Inc. in July 2004 and serves as its Chief Executive Officer since inception in July 2004. Prior to Yelp, he completed his first year of Harvard Business School, but dropp...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder | 21.8yrs | US$10.26m | 1.72% $ 26.5m | |
| Chief Financial Officer | 6.3yrs | US$5.46m | 0.046% $ 711.5k | |
| Chief Operating Officer | 9.8yrs | US$5.59m | 0.18% $ 2.8m | |
| Chief Technology Officer | 5.3yrs | US$5.49m | 0.39% $ 6.1m | |
| Chief Product Officer | 4.3yrs | US$4.10m | 0.24% $ 3.8m | |
| Senior VP | 4.3yrs | keine Daten | keine Daten | |
| Senior Vice President of Corporate Communications | 4.3yrs | keine Daten | keine Daten | |
| Senior Vice President of Business & Corporate Development | 10.3yrs | keine Daten | keine Daten | |
| Senior Vice President of Marketing | 3.3yrs | keine Daten | keine Daten | |
| Chief People Officer | 4.3yrs | keine Daten | 0.029% $ 452.9k | |
| Senior Vice President of Community | no data | keine Daten | keine Daten | |
| Chief Culture Officer | 6.3yrs | keine Daten | keine Daten |
Erfahrenes Management: Das Managementteam von YELP ist erfahren und erfahren (durchschnittliche Amtszeit von 5.3 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder | 20.7yrs | US$10.26m | 1.72% $ 26.5m | |
| Independent Director | 15.3yrs | US$317.82k | 0.077% $ 1.2m | |
| Independent Non-Executive Director | 7.2yrs | US$301.42k | 0.063% $ 968.2k | |
| Independent Non-Executive Chairperson | 14.5yrs | US$363.92k | 0.15% $ 2.3m | |
| Independent Director | 5.6yrs | US$297.52k | 0.050% $ 768.3k | |
| Independent Director | less than a year | US$348.49k | 0.0013% $ 19.3k | |
| Independent Director | 14yrs | US$312.52k | 0.084% $ 1.3m | |
| Independent Director | 6.2yrs | US$302.52k | 0.043% $ 664.8k | |
| Independent Director | 2.2yrs | US$297.52k | 0.013% $ 198.3k |
Erfahrener Vorstand: YELPDie Vorstandsmitglieder gelten als erfahren (7.2 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/01 00:08 |
| Aktienkurs zum Tagesende | 2026/05/01 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Yelp Inc. wird von 43 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Benjy Scurlock | Arete Research Services LLP |
| Colin Sebastian | Baird |
| Mark May | Barclays |