Yelp Inc.

Report azionario NYSE:YELP

Capitalizzazione di mercato: US$1.5b

Yelp Gestione

Criteri Gestione verificati 3/4

Yelp Il CEO è Jeremy Stoppelman, nominato in Jul2004, e ha un mandato di 21.83 anni. la retribuzione annua totale è $ 10.26M, composta da 6% di stipendio e 94% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.72% delle azioni della società, per un valore di $ 26.48M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.3 anni e 7.2 anni.

Informazioni chiave

Jeremy Stoppelman

Amministratore delegato

US$10.3m

Compenso totale

Percentuale dello stipendio del CEO6.04%
Mandato del CEO21.8yrs
Proprietà del CEO1.7%
Durata media del management5.3yrs
Durata media del Consiglio di amministrazione7.2yrs

Aggiornamenti recenti sulla gestione

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 16

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.

Yelp Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Nov 09
Yelp Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

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 31
Many Still Looking Away From Yelp Inc. (NYSE:YELP)

Here's Why Yelp (NYSE:YELP) Has Caught The Eye Of Investors

Jul 07
Here's Why Yelp (NYSE:YELP) Has Caught The Eye Of Investors

Yelp (NYSE:YELP) Knows How To Allocate Capital Effectively

May 26
Yelp (NYSE:YELP) Knows How To Allocate Capital Effectively

Is It Time To Consider Buying Yelp Inc. (NYSE:YELP)?

Apr 10
Is It Time To Consider Buying Yelp Inc. (NYSE:YELP)?

Here's Why We Think Yelp (NYSE:YELP) Is Well Worth Watching

Mar 25
Here's Why We Think Yelp (NYSE:YELP) Is Well Worth Watching

Yelp: Tough Macro, But Guidance Can Improve From Here

Mar 03

Shareholders Can Be Confident That Yelp's (NYSE:YELP) Earnings Are High Quality

Feb 21
Shareholders Can Be Confident That Yelp's (NYSE:YELP) Earnings Are High Quality

Why Investors Shouldn't Be Surprised By Yelp Inc.'s (NYSE:YELP) P/E

Feb 14
Why Investors Shouldn't Be Surprised By Yelp Inc.'s (NYSE:YELP) P/E

Returns At Yelp (NYSE:YELP) Are On The Way Up

Jan 12
Returns At Yelp (NYSE:YELP) Are On The Way Up

Why Yelp Inc. (NYSE:YELP) Could Be Worth Watching

Dec 27
Why Yelp Inc. (NYSE:YELP) Could Be Worth Watching

Yelp: Terrific Value Investment For 2025, Even Amid A Tough Restaurant Environment

Dec 18

Yelp: Proven Advertiser At Compelling Price

Dec 11

Here's Why Yelp (NYSE:YELP) Has Caught The Eye Of Investors

Dec 10
Here's Why Yelp (NYSE:YELP) Has Caught The Eye Of Investors

Yelp Inc. (NYSE:YELP) Doing What It Can To Lift Shares

Nov 07
Yelp Inc. (NYSE:YELP) Doing What It Can To Lift Shares

Yelp Stock: 3 Reasons We've Turned Bearish (Rating Downgrade)

Oct 23
User avatar

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.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Jeremy Stoppelman rispetto agli utili di Yelp?
DataCompenso totaleStipendioUtili della società
Dec 31 2025US$10mUS$620k

US$146m

Sep 30 2025n/an/a

US$150m

Jun 30 2025n/an/a

US$149m

Mar 31 2025n/an/a

US$143m

Dec 31 2024US$10mUS$600k

US$133m

Sep 30 2024n/an/a

US$118m

Jun 30 2024n/an/a

US$138m

Mar 31 2024n/an/a

US$115m

Dec 31 2023US$11mUS$500k

US$99m

Sep 30 2023n/an/a

US$92m

Jun 30 2023n/an/a

US$43m

Mar 31 2023n/an/a

US$36m

Dec 31 2022US$11mUS$500k

US$36m

Sep 30 2022n/an/a

US$39m

Jun 30 2022n/an/a

US$48m

Mar 31 2022n/an/a

US$45m

Dec 31 2021US$10mUS$500k

US$40m

Sep 30 2021n/an/a

US$38m

Jun 30 2021n/an/a

US$18m

Mar 31 2021n/an/a

-US$10m

Dec 31 2020US$8mn/a

-US$19m

Sep 30 2020n/an/a

-US$23m

Jun 30 2020n/an/a

-US$12m

Mar 31 2020n/an/a

US$24m

Dec 31 2019US$6mUS$1

US$41m

Compensazione vs Mercato: La retribuzione totale di Jeremy ($USD 10.26M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.47M ).

Compensazione vs guadagni: La retribuzione di Jeremy è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Jeremy Stoppelman (48 yo)

21.8yrs
Mandato
US$10,256,932
Compensazione

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Jeremy Stoppelman
Co-Founder21.8yrsUS$10.26m1.72%
$ 26.5m
David Schwarzbach
Chief Financial Officer6.3yrsUS$5.46m0.046%
$ 711.5k
Joseph Nachman
Chief Operating Officer9.8yrsUS$5.59m0.18%
$ 2.8m
Sam Eaton
Chief Technology Officer5.3yrsUS$5.49m0.39%
$ 6.1m
Craig Saldanha
Chief Product Officer4.3yrsUS$4.10m0.24%
$ 3.8m
Aaron Schur
Senior VP4.3yrsNessun datoNessun dato
Amy Sezak
Senior Vice President of Corporate Communications4.3yrsNessun datoNessun dato
Chad Richard
Senior Vice President of Business & Corporate Development10.3yrsNessun datoNessun dato
Brigitte Ehman
Senior Vice President of Marketing3.3yrsNessun datoNessun dato
Carmen Amara
Chief People Officer4.3yrsNessun dato0.029%
$ 452.9k
Andrea Rubin
Senior Vice President of Communityno dataNessun datoNessun dato
Miriam Warren
Chief Culture Officer6.3yrsNessun datoNessun dato
5.3yrs
Durata media
49yo
Età media

Gestione esperta: Il team dirigenziale di YELP è esperto e expertise (durata media dell'incarico 5.3 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Jeremy Stoppelman
Co-Founder20.7yrsUS$10.26m1.72%
$ 26.5m
Fred Anderson
Independent Director15.3yrsUS$317.82k0.077%
$ 1.2m
Sharon Rothstein
Independent Non-Executive Director7.2yrsUS$301.42k0.063%
$ 968.2k
Diane Irvine
Independent Non-Executive Chairperson14.5yrsUS$363.92k0.15%
$ 2.3m
Royce Wells
Independent Director5.6yrsUS$297.52k0.050%
$ 768.3k
Logan Green
Independent Directorless than a yearUS$348.49k0.0013%
$ 19.3k
Robert Gibbs
Independent Director14yrsUS$312.52k0.084%
$ 1.3m
Christine Barone
Independent Director6.2yrsUS$302.52k0.043%
$ 664.8k
Dan Jedda
Independent Director2.2yrsUS$297.52k0.013%
$ 198.3k
7.2yrs
Durata media
54yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di YELP sono considerati esperti (durata media dell'incarico 7.2 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/01 11:05
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2025/12/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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.

AnalistaIstituzione
Benjy ScurlockArete Research Services LLP
Colin SebastianBaird
Mark MayBarclays