Yelp (YELP) Panoramica del titolo
Yelp Inc. gestisce una piattaforma che mette in contatto i consumatori con le aziende locali negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 5/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
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YELP Community Fair Values
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Analyst Price Targets
Concorrenti di Yelp Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$25.28 |
| Massimo di 52 settimane | US$41.22 |
| Minimo di 52 settimane | US$19.60 |
| Beta | 0.54 |
| Variazione di 1 mese | -0.71% |
| Variazione a 3 mesi | 3.86% |
| Variazione di 1 anno | -37.27% |
| Variazione a 3 anni | -17.30% |
| Variazione a 5 anni | -33.96% |
| Variazione dall'IPO | 2.85% |
Notizie e aggiornamenti recenti
Recent updates
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Seeking Alpha • Dec 16
Yelp: A Value Trap As Ad Clicks Fall (Downgrade)
Summary Yelp is downgraded to "Sell" as secular headwinds and AI disrupt its core ad business. YELP faces declining ad clicks, weak restaurant and housing sectors, and intensifying competition in vertical software. Despite trading at 4.2x–4.3x EV/EBITDA, YELP's growth has stalled, and margins are under pressure. With existential risks mounting, YELP appears to be a value trap rather than a turnaround opportunity. Read the full article on Seeking AlphaAggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • Dec 10
Here's Why Yelp (NYSE:YELP) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Articolo di analisi • Nov 07
Yelp Inc. (NYSE:YELP) Doing What It Can To Lift Shares
It's not a stretch to say that Yelp Inc.'s ( NYSE:YELP ) price-to-earnings (or "P/E") ratio of 17.8x right now seems...Seeking Alpha • Oct 23
Yelp Stock: 3 Reasons We've Turned Bearish (Rating Downgrade)
Summary Shares of YELP have been under pressure amid mixed operating and financial trends. The company remains profitable, but is facing a decline in its restaurant and retail category advertising business. The stock's deep valuation discount to larger tech peers may be justified given weak financial trends and more uncertain outlook. Read the full article on Seeking Alpha
Nuova analisi • Sep 10
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.Rendimenti per gli azionisti
| YELP | US Interactive Media and Services | US Mercato | |
|---|---|---|---|
| 7D | -11.8% | 0.6% | 2.6% |
| 1Y | -37.3% | 73.3% | 26.2% |
Ritorno vs Industria: YELP ha avuto una performance inferiore rispetto al US Interactive Media and Services che ha registrato un rendimento 73.3 % nell'ultimo anno.
Rendimento vs Mercato: YELP ha avuto una performance inferiore al mercato US che ha registrato un rendimento 26.2 % nell'ultimo anno.
Volatilità dei prezzi
| YELP volatility | |
|---|---|
| YELP Average Weekly Movement | 6.0% |
| Interactive Media and Services Industry Average Movement | 8.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: YELP non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di YELP è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2004 | 5,168 | Jeremy Stoppelman | www.yelp.com |
Yelp Inc. gestisce una piattaforma che mette in contatto i consumatori con le aziende locali negli Stati Uniti e a livello internazionale. La sua piattaforma copre varie categorie, tra cui ristoranti, shopping, bellezza e fitness, salute e altre categorie, oltre a servizi domestici, locali, auto, professionali, animali domestici, eventi, immobiliari e finanziari. Fornisce alle aziende prodotti pubblicitari gratuiti e a pagamento, tra cui pubblicità al costo per clic e prodotti di annunci multi-sede, rete RepairPal e pagine di annunci aziendali.
Yelp Inc. Riepilogo dei fondamenti
| YELP statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$1.51b |
| Utili (TTM) | US$138.94m |
| Ricavi(TTM) | US$1.47b |
10.2x
Rapporto P/E1.0x
Rapporto P/SYELP è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| YELP Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.47b |
| Costo del fatturato | US$146.18m |
| Profitto lordo | US$1.32b |
| Altre spese | US$1.18b |
| Utili | US$138.94m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 2.49 |
| Margine lordo | 90.04% |
| Margine di profitto netto | 9.47% |
| Rapporto debito/patrimonio netto | 20.6% |
Come si è comportato YELP nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 12:53 |
| Prezzo dell'azione a fine giornata | 2026/05/11 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Yelp Inc. è coperta da 43 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Benjy Scurlock | Arete Research Services LLP |
| Colin Sebastian | Baird |
| Mark May | Barclays |