Yelp Gestion
Gestion contrôle des critères 3/4
Le PDG Yelp est Jeremy Stoppelman, nommé en Jul2004, a un mandat de 22.17 ans. La rémunération annuelle totale est $ 10.26M, composée du salaire de 6% et des bonus 94%, y compris les actions et options de la société. détient directement 1.69% des actions de la société, d'une valeur de $ 20.05M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 6.6 ans et 7.5 ans.
Informations clés
Jeremy Stoppelman
Directeur général
US$10.3m
Rémunération totale
| Pourcentage du salaire du PDG | 6.04% |
| Durée du mandat du directeur général | 22.2yrs |
| Propriété du PDG | 1.7% |
| Durée moyenne d'occupation des postes de direction | 6.6yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 7.5yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Sep 11
YELP: Limited Visibility On AI Licensing Will Restrain Confidence In 2026
Analysts have trimmed the fair value estimate for Yelp to $19.00 from $21.00, citing limited visibility on revenue growth, a slightly higher discount rate, softer projected profit margins, and a lower future P/E multiple as they wait for clearer evidence of a revenue reacceleration and further cost efficiencies. What’s in the News for Yelp Yelp has integrated OpenAI’s GPT-Live-1 voice model into Yelp Host for restaurants and Hatch for service businesses, aiming to support more natural conversations, handle interruptions, and respond in multiple languages.Seeking Alpha • Aug 07
Yelp: Cheap, But Cheap For A Reason
Summary Yelp surged ~10% post-Q2 earnings but remains down ~10% YTD, reflecting ongoing underperformance. I maintain a negative stance on YELP, as its recent guidance boost does not offset broader concerns about quality and value. The current market favors selective rotation into small and mid-cap value stocks, particularly those with high quality—criteria YELP does not sufficiently meet. Despite a volatile AI-driven rally, I see better opportunities among high-quality software and internet stocks than in YELP. Read the full article on Seeking AlphaMise à jour du récit • Jun 24
YELP: Mixed Outlook As 2026 Execution And Antitrust Case Will Shape Confidence
Analysts have modestly revised their average price target for Yelp, with updates such as Morgan Stanley trimming its target to $24 from $28 and other firms making smaller upward and downward adjustments after incorporating recent results and the company's updated FY26 guidance. Analyst Commentary Recent commentary on Yelp reflects a mixed but cautious tone, with some bearish analysts trimming price targets after reviewing Q1 results and the updated FY26 guidance, while others, including JPMorgan and Baird, have made upward adjustments.
Mise à jour du récit • Jun 07
YELP: Mixed 2026 Guidance Views May Support Rebound From AI Disruption Fears
Yelp's analyst price target in this framework moves modestly higher to $26.50, as analysts factor in updated Street models that reflect recent Q1 results, refreshed FY26 guidance, and a mix of lower and higher targets across firms. Analyst Commentary Street research on Yelp around the Q1 update and refreshed FY26 guidance is mixed, with some firms trimming targets and others lifting them.Mise à jour du récit • May 24
YELP: Mixed 2026 Outlook Will Test Execution And Earnings Multiple
Analysts now see fair value for Yelp at $21, slightly below the prior $22, as updated models balance a higher discount rate with revised assumptions for revenue growth, margins, and future P/E, following recent mixed shifts in Street price targets around $24 and above. Analyst Commentary Recent Street research around Yelp points to a mixed but generally cautious setup.Article d’analyse • May 15
Yelp's (NYSE:YELP) Earnings Offer More Than Meets The Eye
Despite posting healthy earnings, Yelp Inc.'s ( NYSE:YELP ) stock has been quite weak. We have done some analysis, and...
Mise à jour du récit • May 05
YELP: AI Initiatives And New Revenue Category Will Offset Softer Outlook
The Analyst Price Target for Yelp has been reduced from $40 to about $30.82 as analysts factor in softer 2026 guidance, macro pressure on ad budgets, concerns around user and engagement trends, and execution risks tied to new revenue initiatives. Analyst Commentary Recent research commentary on Yelp centers on a reset of expectations after Q4 results and the 2026 outlook, with a particular focus on how macro pressure on advertising budgets could influence growth in core ads and new revenue initiatives.Mise à jour du récit • Apr 21
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.Mise à jour du récit • Apr 07
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.Mise à jour du récit • Mar 24
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.Mise à jour du récit • Mar 10
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.Mise à jour du récit • Feb 23
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.Mise à jour du récit • Feb 09
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.Mise à jour du récit • Jan 25
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.Mise à jour du récit • Jan 11
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.Mise à jour du récit • Dec 26
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.Mise à jour du récit • Dec 12
YELP 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.Article d’analyse • Nov 09
Yelp Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
A week ago, Yelp Inc. ( NYSE:YELP ) came out with a strong set of quarterly numbers that could potentially lead to a...Mise à jour du récit • Sep 04
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.Article d’analyse • Aug 31
Many Still Looking Away From Yelp Inc. (NYSE:YELP)
Yelp Inc.'s ( NYSE:YELP ) price-to-earnings (or "P/E") ratio of 13.4x might make it look like a buy right now compared...Article d’analyse • Jul 07
Here's Why Yelp (NYSE:YELP) Has Caught The Eye Of Investors
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Article d’analyse • May 26
Yelp (NYSE:YELP) Knows How To Allocate Capital Effectively
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Article d’analyse • Apr 10
Is It Time To Consider Buying Yelp Inc. (NYSE:YELP)?
Yelp Inc. ( NYSE:YELP ), is not the largest company out there, but it saw significant share price movement during...Article d’analyse • Mar 25
Here's Why We Think Yelp (NYSE:YELP) Is Well Worth Watching
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Seeking Alpha • Mar 03
Yelp: Tough Macro, But Guidance Can Improve From Here
Summary Yelp has crashed ~15% after issuing a sour FY25 outlook, which calls for ~5% revenue growth and slight adjusted EBITDA contraction. To me, this outlook is quite conservative, given Yelp's recent acceleration in ad clicks in Q4, plus its plan to hold headcount flat in FY25. Historically, Yelp has also guided conservatively, with the company outperforming its original adjusted EBITDA target for FY24 by 10%. The stock trades at a very modest ~5.5x forward adjusted EBITDA multiple. Read the full article on Seeking AlphaArticle d’analyse • Feb 21
Shareholders Can Be Confident That Yelp's (NYSE:YELP) Earnings Are High Quality
The subdued stock price reaction suggests that Yelp Inc.'s ( NYSE:YELP ) strong earnings didn't offer any surprises...Article d’analyse • Feb 14
Why Investors Shouldn't Be Surprised By Yelp Inc.'s (NYSE:YELP) P/E
Yelp Inc.'s ( NYSE:YELP ) price-to-earnings (or "P/E") ratio of 22.6x might make it look like a sell right now compared...Article d’analyse • Jan 12
Returns At Yelp (NYSE:YELP) Are On The Way Up
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Article d’analyse • Dec 27
Why Yelp Inc. (NYSE:YELP) Could Be Worth Watching
While Yelp Inc. ( NYSE:YELP ) might not have the largest market cap around , it saw a decent share price growth of 19...Seeking Alpha • Dec 18
Yelp: Terrific Value Investment For 2025, Even Amid A Tough Restaurant Environment
Summary Yelp's stock has declined ~15% YTD, underperforming the S&P 500, due to reduced restaurant marketing budgets amid inflation. I'm reiterating my buy rating on Yelp, as the company's improved performance in the Services segment is raising cost per click and more than offsetting declines in the restaurant segment. The company's bolt-on acquisition of a car repair estimate company further cements the company's leadership position amid various services businesses. The stock trades at an excellent <6x forward adjusted EBITDA multiple, making it a rare value stock in a very expensive stock market. Read the full article on Seeking AlphaSeeking Alpha • Dec 11
Yelp: Proven Advertiser At Compelling Price
Summary Yelp successfully advertised for local restaurants for the past decade, but now they are shifting focus to Local Services (auto, lawn, home cleaning, etc.). Service advertising segment just recorded their 14th consecutive quarter of double-digit YoY growth. Yelp's shareholder yield has been +10% for the past 3 years as Yelp has bought back shares aggressively. With $400m in cash equivalents and no LT debt, Yelp stock is currently valued at 8x EV/FCF. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$127m |
| Mar 31 2026 | n/a | n/a | US$139m |
| 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$41m |
Rémunération vs marché: La rémunération totale de Jeremy ($USD 10.26M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 3.52M ).
Rémunération et revenus: La rémunération de Jeremy a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Jeremy Stoppelman (49 yo)
22.2yrs
Titularisation
US$10,256,932
Compensation
Mr. Jeremy Stoppelman is Investors & Advisors of Glykka LLC. 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 c...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 22.2yrs | US$10.26m | 1.69% $ 20.0m | |
| Chief Financial Officer | 6.6yrs | US$5.46m | 0.059% $ 693.7k | |
| Chief Operating Officer | 10.1yrs | US$5.59m | 0.17% $ 2.0m | |
| Chief Technology Officer | less than a year | pas de données | 0.017% $ 199.2k | |
| Senior VP | 4.7yrs | pas de données | pas de données | |
| Senior Vice President of Corporate Communications | 4.7yrs | pas de données | pas de données | |
| Senior Vice President of Business & Corporate Development | 10.6yrs | pas de données | pas de données | |
| Senior Vice President of Marketing | 3.7yrs | pas de données | pas de données | |
| Chief People Officer | 4.7yrs | pas de données | 0.016% $ 191.4k | |
| Senior Vice President of Community | no data | pas de données | pas de données | |
| Chief Culture Officer | 6.7yrs | pas de données | pas de données | |
| Senior VP of Strategy & GM of Marketplaces | 8.8yrs | pas de données | pas de données |
6.6yrs
Durée moyenne de l'emploi
50yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de YELP est chevronnée et expérimentée (6.6 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 21yrs | US$10.26m | 1.69% $ 20.0m | |
| Independent Director | 15.6yrs | US$317.82k | 0.094% $ 1.1m | |
| Independent Non-Executive Director | 7.5yrs | US$301.42k | 0.078% $ 926.1k | |
| Independent Non-Executive Chairperson | 14.8yrs | US$363.92k | 0.17% $ 2.0m | |
| Independent Director | 5.9yrs | US$297.52k | 0.065% $ 768.1k | |
| Independent Director | 1.1yrs | US$348.49k | 0.0023% $ 27.2k | |
| Independent Director | 14.3yrs | US$312.52k | 0.10% $ 1.2m | |
| Independent Director | 6.5yrs | US$302.52k | 0.029% $ 347.7k | |
| Independent Director | 2.5yrs | US$297.52k | 0.021% $ 245.6k |
7.5yrs
Durée moyenne de l'emploi
55yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de YELP sont considérés comme expérimentés (ancienneté moyenne 7.5 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/15 03:33 |
| Cours de l'action en fin de journée | 2026/09/15 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Yelp Inc. est couverte par 43 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Benjy Scurlock | Arete Research Services LLP |
| Colin Sebastian | Baird |
| Mark May | Barclays |