Yelp（YELP）株式概要イェルプ社は、米国内外の消費者と地元企業をつなぐプラットフォームを運営している。 詳細YELP ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長2/6過去の実績3/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より67.1%で取引されている 収益は年間6.86%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析リスクチェックの結果、YELP 、リスクは検出されなかった。すべてのリスクチェックを見るYELP Community Fair Values Create NarrativeSee what 31 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN12.6% undervaluedAnalystConsensusTarget•1mo agoAI Integration And Zapier Capabilities Will Boost Engagement190014AN6.6% overvaluedAnalystLowTarget•1d agoGenerative AI And Tech Giants Will Deepen Overvaluation1000AN27.3% undervaluedAnalystHighTarget•20d agoDigital Transformation And AI Will Redefine Local Commerce2001Top Analyst NarrativesAN12.6% undervaluedAnalystConsensusTarget•1mo agoAI Integration And Zapier Capabilities Will Boost Engagement190014AN6.6% overvaluedAnalystLowTarget•1d agoGenerative AI And Tech Giants Will Deepen Overvaluation1000AN27.3% undervaluedAnalystHighTarget•20d agoDigital Transformation And AI Will Redefine Local Commerce2001View all narrativesYelp Inc. 競合他社TripadvisorSymbol: NasdaqGS:TRIPMarket cap: US$1.2bZoomInfo TechnologiesSymbol: NasdaqGS:GTMMarket cap: US$1.1bTaboola.comSymbol: NasdaqGS:TBLAMarket cap: US$1.3bYalla GroupSymbol: NYSE:YALAMarket cap: US$941.3m価格と性能株価の高値、安値、推移の概要Yelp過去の株価現在の株価US$22.3952週高値US$39.5852週安値US$19.60ベータ0.541ヶ月の変化-22.09%3ヶ月変化5.41%1年変化-41.78%3年間の変化-32.92%5年間の変化-43.93%IPOからの変化-8.91%最新ニュースナラティブの更新 • May 24YELP: Mixed 2026 Outlook Will Test Execution And Earnings MultipleAnalysts 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.お知らせ • May 24Blumenthal Nordrehaug Bhowmik De Blouw LLP Files Lawsuit Against Yelp Inc., for Alleged Failure to Provide Meal Periods and Rest BreaksBlumenthal Nordrehaug Bhowmik De Blouw LLP filed a class action complaint alleging that Yelp Inc., violated the California Labor Code. The Yelp Inc, class action lawsuit, Case No. 26STCV12045, is currently pending in the Los Angeles County Superior Court of the State of California. Allegedly, Yelp Inc., failed to provide employees with accurate itemized wage statements due to missed meal breaks. This, allegedly, has resulted in violations of various California Labor codes. According to California Labor Law, companies are required to pay employees for all time worked, meaning the time during which an employee is subject to the control of an employer, including all the time the employees are permitted or suffered to permit this work. Allegedly, Defendant required their employees to work off the clock without paying them for all the time they were under Defendant's control. To the extent that the time worked off the clock does not qualify for overtime premium payment, Defendant, allegedly, failed to pay minimum wages for the time worked off the clock in violation of Cal. Lab. Code §§ 1194,1197, and 1197.1. California Labor Code § 226 provides that every employer shall furnish each of his or her employees with an accurate itemized wage statement. According to the Complaint, Plaintiff was paid on an hourly basis. Therefore, Plaintiff's wage statements should reflect all applicable pay periods in which the wages were earned pursuant to Cal. Lab. Code section 226 (a). Allegedly, the wage statements Defendant provided to Plaintiff failed to identify such information.Seeking Alpha • May 20Yelp: As Ad Clicks Fade Further, Avoid This Value TrapSummary Shares of Yelp have continued to falter this year, owing to weaker advertising performance. The company is focused on growing its "other" revenue to a $250 million annualized revenue run rate, versus $116 million today, fueled in part by its recent acquisition of Hatch. These opportunities are pummeled by stiff competition, however, and the core advertising business is losing clicks and paid advertisers. Though cheap at ~4x adjusted EBITDA, declining fundamentals make Yelp a clear value trap. Read the full article on Seeking Alphaライブニュース • May 17Yelp Tops Q1 Expectations as AI Services and Hatch Acquisition Drive Revenue GrowthYelp posted Q1 2026 revenue of $361.5 million, a 1% year-over-year increase that came in about 2% above analyst expectations. Adjusted EPS was $0.36, topping the $0.26 consensus and producing a 38% earnings surprise. AI-driven “other revenue” grew 75% year over year, supported by products like Yelp Assistant and Yelp Host and the Hatch acquisition, which reached a more than $34 million annual run rate with 92% growth, while the company reaffirmed its 2026 revenue outlook of about $1.47 billion and adjusted EBITDA guidance of $310 million to $330 million. The results point to a business that is getting more contribution from newer AI-focused services at a time when traditional local ad revenue is under pressure from weaker conditions for small businesses. Investors may want to watch how quickly AI and data licensing partnerships, including the OpenAI collaboration, can offset softness in core advertising and what that mix shift means for margins over the rest of 2026.Major Estimate Revision • May 15Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$2.12 to US$1.88 per share. Revenue forecast steady at US$1.47b. Net income forecast to shrink 17% next year vs 19% growth forecast for Interactive Media and Services industry in the US . Consensus price target of US$26.50 unchanged from last update. Share price fell 20% to US$21.65 over the past week.分析記事 • May 15Yelp's (NYSE:YELP) Earnings Offer More Than Meets The EyeDespite posting healthy earnings, Yelp Inc.'s ( NYSE:YELP ) stock has been quite weak. We have done some analysis, and...最新情報をもっと見るRecent updatesナラティブの更新 • May 24YELP: Mixed 2026 Outlook Will Test Execution And Earnings MultipleAnalysts 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.お知らせ • May 24Blumenthal Nordrehaug Bhowmik De Blouw LLP Files Lawsuit Against Yelp Inc., for Alleged Failure to Provide Meal Periods and Rest BreaksBlumenthal Nordrehaug Bhowmik De Blouw LLP filed a class action complaint alleging that Yelp Inc., violated the California Labor Code. The Yelp Inc, class action lawsuit, Case No. 26STCV12045, is currently pending in the Los Angeles County Superior Court of the State of California. Allegedly, Yelp Inc., failed to provide employees with accurate itemized wage statements due to missed meal breaks. This, allegedly, has resulted in violations of various California Labor codes. According to California Labor Law, companies are required to pay employees for all time worked, meaning the time during which an employee is subject to the control of an employer, including all the time the employees are permitted or suffered to permit this work. Allegedly, Defendant required their employees to work off the clock without paying them for all the time they were under Defendant's control. To the extent that the time worked off the clock does not qualify for overtime premium payment, Defendant, allegedly, failed to pay minimum wages for the time worked off the clock in violation of Cal. Lab. Code §§ 1194,1197, and 1197.1. California Labor Code § 226 provides that every employer shall furnish each of his or her employees with an accurate itemized wage statement. According to the Complaint, Plaintiff was paid on an hourly basis. Therefore, Plaintiff's wage statements should reflect all applicable pay periods in which the wages were earned pursuant to Cal. Lab. Code section 226 (a). Allegedly, the wage statements Defendant provided to Plaintiff failed to identify such information.Seeking Alpha • May 20Yelp: As Ad Clicks Fade Further, Avoid This Value TrapSummary Shares of Yelp have continued to falter this year, owing to weaker advertising performance. The company is focused on growing its "other" revenue to a $250 million annualized revenue run rate, versus $116 million today, fueled in part by its recent acquisition of Hatch. These opportunities are pummeled by stiff competition, however, and the core advertising business is losing clicks and paid advertisers. Though cheap at ~4x adjusted EBITDA, declining fundamentals make Yelp a clear value trap. Read the full article on Seeking Alphaライブニュース • May 17Yelp Tops Q1 Expectations as AI Services and Hatch Acquisition Drive Revenue GrowthYelp posted Q1 2026 revenue of $361.5 million, a 1% year-over-year increase that came in about 2% above analyst expectations. Adjusted EPS was $0.36, topping the $0.26 consensus and producing a 38% earnings surprise. AI-driven “other revenue” grew 75% year over year, supported by products like Yelp Assistant and Yelp Host and the Hatch acquisition, which reached a more than $34 million annual run rate with 92% growth, while the company reaffirmed its 2026 revenue outlook of about $1.47 billion and adjusted EBITDA guidance of $310 million to $330 million. The results point to a business that is getting more contribution from newer AI-focused services at a time when traditional local ad revenue is under pressure from weaker conditions for small businesses. Investors may want to watch how quickly AI and data licensing partnerships, including the OpenAI collaboration, can offset softness in core advertising and what that mix shift means for margins over the rest of 2026.Major Estimate Revision • May 15Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$2.12 to US$1.88 per share. Revenue forecast steady at US$1.47b. Net income forecast to shrink 17% next year vs 19% growth forecast for Interactive Media and Services industry in the US . Consensus price target of US$26.50 unchanged from last update. Share price fell 20% to US$21.65 over the past week.分析記事 • May 15Yelp's (NYSE:YELP) Earnings Offer More Than Meets The EyeDespite posting healthy earnings, Yelp Inc.'s ( NYSE:YELP ) stock has been quite weak. We have done some analysis, and...Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.30 (down from US$0.37 in 1Q 2025). Revenue: US$361.5m (flat on 1Q 2025). Net income: US$17.7m (down 27% from 1Q 2025). Profit margin: 4.9% (down from 6.8% in 1Q 2025). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.ナラティブの更新 • May 05YELP: AI Initiatives And New Revenue Category Will Offset Softer OutlookThe 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.Recent Insider Transactions Derivative • Apr 24Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of April. If the sale is conducted around the recent share price of US$26.60, it would amount to US$199k. Since June 2025, David's direct individual holding has decreased from 62.87k shares to 28.71k. Company insiders have collectively sold US$3.6m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Apr 24Yelp Inc. to Report Q1, 2026 Results on May 07, 2026Yelp Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026お知らせ • Apr 23Yelp Launches the New Yelp Assistant, Transforming Local Discovery from Search to Answers and ActionsYelp Inc. announced its Spring Product Release, introducing more than 35 new features and updates that transform how consumers discover, connect and get things done with local businesses. New integrations with Vagaro, Zocdoc and Calendly expand scheduling capabilities across more categories on Yelp. The release unveils the new Yelp Assistant, an AI-powered chatbot that delivers instant answers, reliable recommendations and seamless booking—from restaurant reservations to beauty appointments—all in one conversation. New integrations with Vagaro, Zocdoc and Calendly expand scheduling capabilities across more categories on Yelp, while enhancements to AI-powered Menu Vision make deciding what to order more visual and engaging. The release also introduces new tools for advertisers, including an AI-powered support chatbot and enhanced advertising tools. New and existing integrations make it easy to go from discovery to doing, directly from the app: Reserve a table at thousands of restaurants that use Yelp Guest Manager for table booking, with the ability to join a Yelp Waitlist coming soon. Order takeout or delivery from more than half a million restaurants through DoorDash, Yelp’s preferred partner, as well as Grubhub and other food delivery platforms. Request a quote from professionals across more than 450 categories, including home, local, auto, beauty, pet and event services. Book appointments through integrations with Vagaro on iOS for beauty, wellness and fitness businesses, Zocdoc on iOS for healthcare providers, RepairPal for auto shops and, later this summer, Calendly for service professionals. The new integrations available through Yelp Assistant are now also accessible throughout the Yelp app, making it easier than ever for consumers to take action across the platform. New partnerships with Vagaro, Zocdoc and Calendly bring booking, ordering and scheduling capabilities to more categories. Vagaro: Consumers can now book beauty and wellness appointments—such as haircuts, massages and nail services—on Yelp through a new integration with Vagaro, a salon, spa and fitness marketplace. Available on iOS, the Vagaro integration will be available on Android and desktop later this year. Zocdoc: For the first time, consumers can go from finding to booking a doctor on Yelp through a new integration with Zocdoc, the healthcare access platform that connects patients to care. Available on iOS, the Zocdoc integration will be coming to Android and desktop later this year. Calendly: Service professionals can now connect their Calendly schedules to Yelp, allowing consumers to book consultations and appointments seamlessly.お知らせ • Apr 21Yelp Inc., Annual General Meeting, Jun 05, 2026Yelp Inc., Annual General Meeting, Jun 05, 2026.ナラティブの更新 • Apr 21YELP: AI Disruption Fears And Soft 2026 Outlook Meet Fair Value ConstraintsNarrative 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.ナラティブの更新 • Apr 07YELP: AI Disruption Fears And Softer 2026 Outlook Shape Re Rating PotentialAnalysts 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.Recent Insider Transactions Derivative • Mar 24Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of March. If the sale is conducted around the recent share price of US$25.00, it would amount to US$188k. Since June 2025, David's direct individual holding has decreased from 62.87k shares to 36.21k. Company insiders have collectively sold US$3.6m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Mar 24YELP: Softer 2026 Outlook Will Pressure Local Ad DemandAnalysts 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.Recent Insider Transactions Derivative • Mar 13Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of March. If the sale is conducted around the recent share price of US$25.00, it would amount to US$250k. Since March 2025, David's direct individual holding has decreased from 83.26k shares to 42.83k. Company insiders have collectively sold US$3.6m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Mar 10YELP: Softer 2026 Outlook Will Pressure Ad Demand And Margin ExpectationsAnalysts 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.ナラティブの更新 • Feb 23YELP: AI Disruption Fears Will Set Up Future Re Rating PotentialYelp'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.Major Estimate Revision • Feb 19Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$1.50b to US$1.47b. EPS estimate also fell from US$2.65 per share to US$2.12 per share. Net income forecast to shrink 12% next year vs 28% growth forecast for Interactive Media and Services industry in the US . Consensus price target down from US$33.38 to US$25.50. Share price fell 6.5% to US$21.69 over the past week.Price Target Changed • Feb 13Price target decreased by 9.8% to US$30.00Down from US$33.25, the current price target is an average from 8 analysts. New target price is 43% above last closing price of US$20.98. Stock is down 44% over the past year. The company is forecast to post earnings per share of US$2.23 for next year compared to US$2.30 last year.Reported Earnings • Feb 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$2.30 (up from US$1.97 in FY 2024). Revenue: US$1.46b (up 3.7% from FY 2024). Net income: US$145.6m (up 9.6% from FY 2024). Profit margin: 9.9% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Feb 13Yelp Inc. Provides Earnings Guidance for the Year 2026Yelp Inc. provided earnings guidance for the year 2026. The company expects 2026 Net Revenue will be in the range of $1.455 billion to $1.475 billion as Yelp continues to invest in its AI transformation.ナラティブの更新 • Feb 09YELP: AI Lead Automation And GenAI Positioning Will Support Future UpsideAnalysts 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.お知らせ • Jan 30Yelp Inc. to Report Q4, 2025 Results on Feb 12, 2026Yelp Inc. announced that they will report Q4, 2025 results After-Market on Feb 12, 2026ナラティブの更新 • Jan 25YELP: AI Call Automation Will Support Future Upside As Local Ad Demand RecoversNarrative 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.お知らせ • Jan 22Yelp Inc. (NYSE:YELP) agreed to acquire Hatchify Inc. for $270 million.Yelp Inc. (NYSE:YELP) agreed to acquire Hatchify Inc. for $270 million on January 21, 2026. Under the terms of the agreement, Yelp will acquire Hatch for approximately $270 million in cash with an additional $30 million of employee retention to be paid out over two to three years. Upon the closing of the transaction, Hatch will be a wholly owned subsidiary of Yelp. As of November 2025, Hatch had achieved approximately $25 million in annual recurring revenue. The transaction is expected to close in early February, subject to customary closing conditions.Recent Insider Transactions Derivative • Jan 21Co-Founder exercised options and sold US$723k worth of stockOn the 20th of January, Jeremy Stoppelman exercised 90k options at a strike price of around US$20.47 and sold these shares for an average price of US$28.51 per share. This trade did not impact their existing holding. For the year to December 2019, Jeremy's total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Jeremy's direct individual holding has decreased from 2.88m shares to 2.82m. Company insiders have collectively sold US$1.8m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Jan 11YELP: AI Call Automation Will Support Future Upside Despite Softer Ad OutlookAnalysts 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.Recent Insider Transactions Derivative • Jan 07Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of January. If the sale is conducted around the recent share price of US$30.34, it would amount to US$212k. Since March 2025, Joseph's direct individual holding has decreased from 116.17k shares to 77.93k. Company insiders have collectively sold US$1.1m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Dec 26YELP: AI Reception And Call Automation Will Drive Long-Term Upside PotentialThe 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.Recent Insider Transactions Derivative • Dec 17Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of December. If the sale is conducted around the recent share price of US$30.41, it would amount to US$411k. Since March 2025, David's direct individual holding has decreased from 83.26k shares to 29.96k. Company insiders have collectively sold US$1.1m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Dec 12YELP AI Products Will Drive Upside Despite Near-Term Advertising HeadwindsAnalysts 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.Recent Insider Transactions Derivative • Nov 28Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of November. If the sale is conducted around the recent share price of US$29.31, it would amount to US$282k. Since December 2024, David's direct individual holding has decreased from 79.28k shares to 29.96k. Company insiders have collectively sold US$946k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Nov 09Yelp Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextA week ago, Yelp Inc. ( NYSE:YELP ) came out with a strong set of quarterly numbers that could potentially lead to a...Reported Earnings • Nov 07Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.62 (up from US$0.57 in 3Q 2024). Revenue: US$376.0m (up 4.4% from 3Q 2024). Net income: US$39.3m (up 2.3% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Nov 07Yelp Inc. Updates Earnings Guidance for the Year 2025Yelp Inc. updated earnings guidance for the year 2025. The company is lowering outlook range for the full year. Company now expected net revenue will be in the range of $1.460 billion to $1.465 billion, reflecting a decrease of $8 million at the midpoint.お知らせ • Oct 24Yelp Inc. to Report Q3, 2025 Results on Nov 06, 2025Yelp Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025お知らせ • Oct 21Yelp Expands AI Features to Make Local Discovery More Conversational, Visual and SeamlessYelp Inc. announced its most significant AI update yet as part of its 2025 Fall Product Release. Introducing more than 35 new features and updates, Yelp's latest release continues to transform the experience with AI to make local discovery more conversational and personalized. Yelp Assistant will now answer any question about a restaurant, bar, local attraction, retailer and more. Menu Vision will let diners scan menus with their phone camera to see photos and reviews of dishes. The AI can answer inquiries, ask intelligent follow-ups, take and summarize messages, transfer calls and filteram. Designed with a proprietary multi-provider voice AI stack, the solutions are built for speed, natural conversation and business-level customization. Yelp Host is available now for table-service restaurants and integrates with Yelp Guest Manager to manage reservations, waitlists, and SMS follow-ups. Pricing starts at $149 per month ($99 per month for Yelp Guest Manager customers). Restaurants can sign up directly in the "Yelp Host" tab when logged into their Yelp for Business account. Eligible businesses can sign up in the "Yelp Receptionist" tab when logged into theirYelp for Business account. El Elp Receptionist is available now for table- service restaurants and integrates with Yelp guest Manager to manage reservations, waitlist, and SMS follow-ups". Pricing starts at $149 permonth ($99 per month for Yelp guest Manager customers). restaurants can sign up directly in the 'Yelp Host' tab when logged into their Yelp For Business account. Eligible businesses will sign up in the "YELp Receptionist" tab during logged into their Yelp for Business Account. Additional features and updates from Yelp's 2025 Fall Product Release: Menu Vision uses AI, augmented reality and text recognition to read menus via consumers' phone cameras and surface dish photos and review snippets, helping diners decide what to order while at a restaurant. Rolling out on iOS and Android, it's available at the top of the media gallery on eligible restaurant, food and nightlife business pages; a more visual Menu Vision experience arrives early next year. Natural language search lets users search with conversational, full-sentence queries, returning more relevant, intent-driven results. Using LLMs, it pairs review mentions with photos to surface the most frequently mentioned items, services or experiences on business pages. It's available on desktop and iOS for select categories, with Android coming soon. Since acquiring RepairPal in November 2024, the company is now integrating RepairPal's booking system into Yelp search results and business pages to make it easier to schedule appointments with auto shops. AI-grouped before and after photos help showcase a business's work for more than 100 visually driven services on desktop business pages; available on iOS in the coming months. Review Insights is now expanding to services categories on iOS business pages, using LLMs to analyze reviewer sentiment on aspects like customer experience, pricing, facilities and job quality--with scores displayed above reviews to help consumers quickly find these details. With these new updates and features, Yelp aims to build on its foundation of trusted content and further enhance the way consumers and businesses connect in a more conversational and seamless experience.Recent Insider Transactions Derivative • Oct 07Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of October. If the sale is conducted around the recent share price of US$31.84, it would amount to US$223k. Since December 2024, Joseph's direct individual holding has decreased from 92.08k shares to 88.98k. Company insiders have collectively sold US$1.4m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Sep 19Yelp Inc. Appoints Logan Green to the Nominating Committee, Effective September 12, 2025Yelp Inc. announced that on September 12, 2025, the Board, upon the recommendation of the Nominating and Corporate Governance Committee of the Board, appointed Logan Green to the Nominating Committee, effective immediately.Recent Insider Transactions Derivative • Sep 16Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of September. If the sale is conducted around the recent share price of US$31.24, it would amount to US$312k. Since December 2024, David's direct individual holding has decreased from 79.28k shares to 49.96k. Company insiders have collectively sold US$1.7m more than they bought, via options and on-market transactions in the last 12 months.ナラティブの更新 • Sep 04AI Integration And Zapier Capabilities Will Boost EngagementWith 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.分析記事 • Aug 31Many 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...Recent Insider Transactions Derivative • Aug 28Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of August. If the sale is conducted around the recent share price of US$31.43, it would amount to US$314k. Since December 2024, David's direct individual holding has decreased from 79.28k shares to 56.95k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Aug 26Yelp Inc. Appoints Logan Green as an Independent Director, Effective August 19, 2025Yelp Inc.'s board of directors on August 19, 2025 upon the recommendation of the Nominating and Corporate Governance Committee of the Board, increased the size of the Board from eight to nine directors and appointed Logan Green to fill the newly created directorship, effective immediately. Mr. Green will serve as an independent director until the Company’s 2026 Annual Meeting of Stockholders and until his successor has been duly elected and qualified, or until his earlier death, resignation or removal. The Board expects to appoint Mr. Green to one or more of its committees, with such committee assignment(s) to be determined at a later date.Price Target Changed • Aug 12Price target decreased by 9.4% to US$35.00Down from US$38.63, the current price target is an average from 9 analysts. New target price is 13% above last closing price of US$31.06. Stock is down 8.0% over the past year. The company is forecast to post earnings per share of US$2.17 for next year compared to US$1.97 last year.Reported Earnings • Aug 09Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.69 (up from US$0.56 in 2Q 2024). Revenue: US$370.4m (up 3.7% from 2Q 2024). Net income: US$44.1m (up 16% from 2Q 2024). Profit margin: 12% (up from 11% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Aug 08Yelp Inc. Updates Earnings Guidance for the Fiscal Year 2025Yelp Inc. updated earnings guidance for the fiscal year 2025. The company narrows range of 2025 Net Revenue outlook to $1.465 billion to $1.475 billion.Recent Insider Transactions Derivative • Aug 07Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of August. If the sale is conducted around the recent share price of US$33.74, it would amount to US$236k. Since September 2024, Joseph's direct individual holding has decreased from 101.14k shares to 93.04k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jul 25Yelp Inc. to Report Q2, 2025 Results on Aug 07, 2025Yelp Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025Recent Insider Transactions Derivative • Jul 18Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of July. If the sale is conducted around the recent share price of US$34.68, it would amount to US$347k. Since September 2024, David's direct individual holding has decreased from 79.53k shares to 62.87k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Jul 08Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of July. If the sale is conducted around the recent share price of US$35.11, it would amount to US$246k. Since September 2024, Joseph's direct individual holding has decreased from 101.14k shares to 100.04k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Jul 07Here's Why Yelp (NYSE:YELP) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Recent Insider Transactions Derivative • Jun 18Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of June. If the sale is conducted around the recent share price of US$35.68, it would amount to US$357k. Since September 2024, David's direct individual holding has decreased from 79.53k shares to 58.35k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • May 28Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of May. If the sale is conducted around the recent share price of US$38.20, it would amount to US$382k. Since September 2024, David's direct individual holding has decreased from 79.53k shares to 77.34k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • May 26Yelp (NYSE:YELP) Knows How To Allocate Capital EffectivelyFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • May 09First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.37 (up from US$0.21 in 1Q 2024). Revenue: US$358.5m (up 7.7% from 1Q 2024). Net income: US$24.4m (up 72% from 1Q 2024). Profit margin: 6.8% (up from 4.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • May 09Yelp Inc. Updates Earnings Guidance for the Year 2025Yelp Inc. updates earnings guidance for the year 2025. For the period, the company expects Net Revenue outlook to the range of $1.465 billion to $1.485 billion.Recent Insider Transactions Derivative • May 09Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of May. If the sale is conducted around the recent share price of US$34.90, it would amount to US$244k. Since June 2024, Joseph's direct individual holding has decreased from 110.19k shares to 109.17k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Apr 28Yelp Inc., Annual General Meeting, Jun 13, 2025Yelp Inc., Annual General Meeting, Jun 13, 2025.お知らせ • Apr 25Yelp Inc. to Report Q1, 2025 Results on May 08, 2025Yelp Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025Recent Insider Transactions Derivative • Apr 17Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of April. If the sale is conducted around the recent share price of US$34.31, it would amount to US$343k. Since June 2024, David's direct individual holding has increased from 68.47k shares to 73.26k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Apr 14Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of April. If the sale is conducted around the recent share price of US$33.76, it would amount to US$236k. Since June 2024, Joseph's direct individual holding has decreased from 110.19k shares to 109.17k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Apr 10Is 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...Recent Insider Transactions Derivative • Apr 09Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of April. If the sale is conducted around the recent share price of US$33.76, it would amount to US$236k. Since June 2024, Joseph's direct individual holding has increased from 110.19k shares to 116.17k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months.Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Dan Jedda was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 28Yelp Inc. Announces Not to Stand Re-Election of Chris Terrill from the BoardOn March 25, 2025, Chris Terrill notified the board of directors of Yelp Inc. to his decision not to stand for reelection to the Board at the Company’s 2025 annual meeting of stockholders. Mr. Terrill will remain a member of the Board and the Nominating and Corporate Governance Committee of the Board until the Annual Meeting, with his resignation from such positions to be effective upon the election of directors at the Annual Meeting.分析記事 • Mar 25Here's Why We Think Yelp (NYSE:YELP) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Recent Insider Transactions Derivative • Mar 18Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of March. If the sale is conducted around the recent share price of US$35.10, it would amount to US$351k. Since June 2024, David's direct individual holding has increased from 68.47k shares to 85.91k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Mar 16Chief People Officer recently sold US$393k worth of stockOn the 7th of March, Carmen Amara sold around 11k shares on-market at roughly US$35.00 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.7m more than they bought in the last 12 months.Seeking Alpha • Mar 03Yelp: Tough Macro, But Guidance Can Improve From HereSummary 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 AlphaRecent Insider Transactions Derivative • Feb 25Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of February. If the sale is conducted around the recent share price of US$35.49, it would amount to US$248k. Since March 2024, Joseph's direct individual holding has decreased from 112.20k shares to 105.55k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Feb 21Shareholders Can Be Confident That Yelp's (NYSE:YELP) Earnings Are High QualityThe subdued stock price reaction suggests that Yelp Inc.'s ( NYSE:YELP ) strong earnings didn't offer any surprises...Reported Earnings • Feb 14Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$1.97 (up from US$1.43 in FY 2023). Revenue: US$1.41b (up 5.6% from FY 2023). Net income: US$132.9m (up 34% from FY 2023). Profit margin: 9.4% (up from 7.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.7%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 14Why Investors Shouldn't Be Surprised By Yelp Inc.'s (NYSE:YELP) P/EYelp Inc.'s ( NYSE:YELP ) price-to-earnings (or "P/E") ratio of 22.6x might make it look like a sell right now compared...お知らせ • Feb 14Yelp Inc. Provides Earnings Guidance for the Year 2025Yelp Inc. provided earnings guidance for the year 2025. The company expects 2025 Net Revenue will be in the range of $1.470 billion to $1.485 billion as Yelp continues working to deliver the leading product experience in Services for consumers and service pros.お知らせ • Jan 31Yelp Inc. to Report Q4, 2024 Results on Feb 13, 2025Yelp Inc. announced that they will report Q4, 2024 results After-Market on Feb 13, 2025Recent Insider Transactions Derivative • Jan 16Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of January. If the sale is conducted around the recent share price of US$39.51, it would amount to US$395k. Since March 2024, David's direct individual holding has increased from 71.61k shares to 80.59k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Jan 12Returns At Yelp (NYSE:YELP) Are On The Way UpWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Recent Insider Transactions Derivative • Jan 07Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of January. If the sale is conducted around the recent share price of US$39.92, it would amount to US$279k. Since March 2024, Joseph's direct individual holding has decreased from 112.20k shares to 92.08k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Dec 27Why Yelp Inc. (NYSE:YELP) Could Be Worth WatchingWhile Yelp Inc. ( NYSE:YELP ) might not have the largest market cap around , it saw a decent share price growth of 19...Seeking Alpha • Dec 18Yelp: Terrific Value Investment For 2025, Even Amid A Tough Restaurant EnvironmentSummary 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 AlphaRecent Insider Transactions Derivative • Dec 17Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of December. If the sale is conducted around the recent share price of US$39.72, it would amount to US$397k. Since March 2024, David's direct individual holding has increased from 71.61k shares to 80.59k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Dec 11Yelp: Proven Advertiser At Compelling PriceSummary 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 Alphaお知らせ • Dec 10Yelp Inc. Unveils A Series of New Ai-Powered Features to Enhance Discovery and Connection with Local BusinessesYelp Inc. announced its end-of-year product release featuring more than 20 new updates designed to enhance the user experience for both consumers and business owners. Yelp's latest product release includes AI-driven features, such as Review Insights that surface reviewer sentiment for common topics, a personalized home feed with even more user content, and enhancements to Yelp Assistant, the AI chatbot that connects consumers with service pros. Yelp also announced AI-powered improvements to the business owner experience with features like job summaries that help manage their inbox and a smart selection tool that automatically optimizes ad performance. Yelp introduced new and improved ways to discover, learn about, and connect with local businesses with new features across the home feed and business pages on Yelp. AI-powered Review Insights: New Review Insights use large language models to analyze and summarize reviewer sentiment on various aspects of a business, such as food quality, service, and ambiance. Insights are displayed above a business's reviews as aggregated sentiment scores for each topic--positive, neutral, and critical--ranging from 1 to 100. New attributes include whether the business has a "no tipping" policy, if tipping is optional, if gratuity is automatically applied to the bill, and more. Leveraging AI, Yelp enhanced the services experience to simplify connections between consumers and service pros. Enhanced Yelp Assistant refines pro communication with project editing and broadcasting: Yelp Assistant, an AI chatbot that connects user with pros, now supports text and call requests from service pros on iOS, while masking the consumer's phone number for their privacy. Users can also find Yelp Assistant through new conversational prompts on search results pages on iOS in addition to the Projects tab across all platforms. Additionally, new project editing and broadcasting makes it easy to edit and automatically relay revised project details to multiple services pros at once for the most accurate quotes. AI-enhanced business owner inbox: In the coming weeks,service professionals will have an enhanced inbox that will help them manage leads more efficiently with redesigned job cards that feature AI-powered summaries, highlighting crucial job information for easy evaluation. Smart selection: The new AI-powered smart selection helps Yelp advertisers automatically test the best reviews and photos to showcase, optimizing their ads for the highest return on ad spend. New competitive insights and enhanced support: A new competitor measurement tool on the Yelp for Business page allows business owners to compare their Yelp page performance with up to three competitors of their choice, helping better inform their growth strategies.分析記事 • Dec 10Here's Why Yelp (NYSE:YELP) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Recent Insider Transactions Derivative • Dec 05Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of November. If the sale is conducted around the recent share price of US$38.29, it would amount to US$383k. Since December 2023, David's direct individual holding has increased from 66.42k shares to 80.59k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Nov 28Yelp Inc. (NYSE:YELP) completed the acquisition of RepairPal Inc.Yelp Inc. (NYSE:YELP) entered into an agreement to acquire RepairPal Inc. for approximately $80 million on November 6, 2024. Over the twelve months ended August 31, 2024, RepairPal generated approximately $30 million in revenue. This acquisition is expected to close by the end of the year, subject to customary closing conditions. Sam Angus, Scott Behar, Joseph Schenck, Shawn Lampron, William Skinner and Ana Razmamzma of Fenwick & West LLP acted as legal advisor to RepairPal Inc. Yelp Inc. (NYSE:YELP) completed the acquisition of RepairPal Inc. on November 26, 2024.Recent Insider Transactions • Nov 15Chief People Officer recently sold US$491k worth of stockOn the 12th of November, Carmen Amara sold around 13k shares on-market at roughly US$38.17 per share. This transaction amounted to 88% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.3m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Nov 10Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of November. If the sale is conducted around the recent share price of US$34.07, it would amount to US$238k. Since December 2023, Joseph's direct individual holding has increased from 109.41k shares to 116.57k. Company insiders have collectively sold US$997k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Nov 09Yelp Inc. Provides Earnings Guidance for the Full Year 2024Yelp Inc. provided earnings guidance for the full year 2024. For the year, the company expects net revenue will be in the range of $1.397 billion to $1.402 billion, a decrease of $18 million at the midpoint.お知らせ • Nov 08Yelp Inc. (NYSE:YELP) entered into an agreement to acquire RepairPal Inc. for approximately $80 million.Yelp Inc. (NYSE:YELP) entered into an agreement to acquire RepairPal Inc. for approximately $80 million on November 7, 2024. Over the twelve months ended August 31, 2024, RepairPal generated approximately $30 million in revenue. This acquisition is expected to close by the end of the year, subject to customary closing conditions.Reported Earnings • Nov 08Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.57 (down from US$0.84 in 3Q 2023). Revenue: US$360.3m (up 4.4% from 3Q 2023). Net income: US$38.4m (down 34% from 3Q 2023). Profit margin: 11% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.分析記事 • Nov 07Yelp Inc. (NYSE:YELP) Doing What It Can To Lift SharesIt'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...Recent Insider Transactions Derivative • Nov 06Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of November. If the sale is conducted around the recent share price of US$34.07, it would amount to US$238k. Since December 2023, Joseph's direct individual holding has decreased from 109.41k shares to 103.71k. Company insiders have collectively sold US$997k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Oct 25Yelp Inc. to Report Q3, 2024 Results on Nov 07, 2024Yelp Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024Seeking Alpha • Oct 23Yelp 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株主還元YELPUS Interactive Media and ServicesUS 市場7D-0.9%-2.8%1.2%1Y-41.8%67.7%28.7%株主還元を見る業界別リターン: YELP過去 1 年間で67.7 % の収益を上げたUS Interactive Media and Services業界を下回りました。リターン対市場: YELPは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。価格変動Is YELP's price volatile compared to industry and market?YELP volatilityYELP Average Weekly Movement5.9%Interactive Media and Services Industry Average Movement8.7%Market Average Movement7.2%10% most volatile stocks in US Market16.4%10% least volatile stocks in US Market3.1%安定した株価: YELP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: YELPの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20045,168Jeremy Stoppelmanwww.yelp.comは、消費者と地元企業をつなぐプラットフォームを米国内外で運営している。同社のプラットフォームは、レストラン、ショッピング、美容とフィットネス、健康、その他のカテゴリー、ホーム、ローカル、自動車、プロフェッショナル、ペット、イベント、不動産、金融サービスなど様々なカテゴリーをカバーしている。クリック課金型広告やマルチロケーション広告、リペアパルネットワーク、ビジネスリスティングページなど、無料および有料の広告商品を企業に提供している。また、広告主に新メニューやスペシャルメニューなどの新商品を販売したり、ビジネスの最新情報を顧客に伝えたりするチャネルを提供する「Yelp Connect」、イベントでの見積もり依頼を通じてYelp Guaranteedビジネスを雇用した消費者に限定的な補償を提供する「Yelp Guaranteed」、「Nearby Jobs」ソリューションも提供している；オンライン予約、ウェイティングリスト管理ソリューション、ホストレスキオスク、座席およびサーバーローテーション管理ツールなどを含む、レストラン、ナイトライフ、その他の特定の施設向けのフロント・オブ・ハウス管理ツールのサブスクリプションベースのスイートであるYelp Guest Manager、ビジネスオーナーにローカル分析とインサイトを提供するYelp Fusion Insightsプログラム、および一般に公開されているAPIを通じて基本的な情報への無料アクセス、および消費者向けの企業利用のためのコンテンツとデータへの有料アクセスを提供するYelp Fusion。さらに、コンテンツライセンスや消費者向けインタラクティブツールも提供している。さらに、同社は営業部隊を通じて直接、パートナーを通じて間接的に、またウェブサイトやビジネスアプリを通じてオンラインで製品を提供しており、広告以外のパートナーとの提携も行っている。同社はDOORDASHと提携し、消費者にピックアップ＆デリバリーのための食品注文サービスを提供している。以前はYelp！Inc.として知られていたが、2005年11月に社名をYelp Inc.に変更した。は2004年に法人化され、カリフォルニア州サンフランシスコに本社を置いている。もっと見るYelp Inc. 基礎のまとめYelp の収益と売上を時価総額と比較するとどうか。YELP 基礎統計学時価総額US$1.23b収益（TTM）US$138.94m売上高(TTM)US$1.47b8.9xPER（株価収益率0.8xP/SレシオYELP は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計YELP 損益計算書（TTM）収益US$1.47b売上原価US$146.18m売上総利益US$1.32bその他の費用US$1.18b収益US$138.94m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）2.53グロス・マージン90.04%純利益率9.47%有利子負債／自己資本比率20.6%YELP の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 09:13終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Yelp Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。43 アナリスト機関Benjy ScurlockArete Research Services LLPColin SebastianBairdMark MayBarclays40 その他のアナリストを表示
ナラティブの更新 • May 24YELP: Mixed 2026 Outlook Will Test Execution And Earnings MultipleAnalysts 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.
お知らせ • May 24Blumenthal Nordrehaug Bhowmik De Blouw LLP Files Lawsuit Against Yelp Inc., for Alleged Failure to Provide Meal Periods and Rest BreaksBlumenthal Nordrehaug Bhowmik De Blouw LLP filed a class action complaint alleging that Yelp Inc., violated the California Labor Code. The Yelp Inc, class action lawsuit, Case No. 26STCV12045, is currently pending in the Los Angeles County Superior Court of the State of California. Allegedly, Yelp Inc., failed to provide employees with accurate itemized wage statements due to missed meal breaks. This, allegedly, has resulted in violations of various California Labor codes. According to California Labor Law, companies are required to pay employees for all time worked, meaning the time during which an employee is subject to the control of an employer, including all the time the employees are permitted or suffered to permit this work. Allegedly, Defendant required their employees to work off the clock without paying them for all the time they were under Defendant's control. To the extent that the time worked off the clock does not qualify for overtime premium payment, Defendant, allegedly, failed to pay minimum wages for the time worked off the clock in violation of Cal. Lab. Code §§ 1194,1197, and 1197.1. California Labor Code § 226 provides that every employer shall furnish each of his or her employees with an accurate itemized wage statement. According to the Complaint, Plaintiff was paid on an hourly basis. Therefore, Plaintiff's wage statements should reflect all applicable pay periods in which the wages were earned pursuant to Cal. Lab. Code section 226 (a). Allegedly, the wage statements Defendant provided to Plaintiff failed to identify such information.
Seeking Alpha • May 20Yelp: As Ad Clicks Fade Further, Avoid This Value TrapSummary Shares of Yelp have continued to falter this year, owing to weaker advertising performance. The company is focused on growing its "other" revenue to a $250 million annualized revenue run rate, versus $116 million today, fueled in part by its recent acquisition of Hatch. These opportunities are pummeled by stiff competition, however, and the core advertising business is losing clicks and paid advertisers. Though cheap at ~4x adjusted EBITDA, declining fundamentals make Yelp a clear value trap. Read the full article on Seeking Alpha
ライブニュース • May 17Yelp Tops Q1 Expectations as AI Services and Hatch Acquisition Drive Revenue GrowthYelp posted Q1 2026 revenue of $361.5 million, a 1% year-over-year increase that came in about 2% above analyst expectations. Adjusted EPS was $0.36, topping the $0.26 consensus and producing a 38% earnings surprise. AI-driven “other revenue” grew 75% year over year, supported by products like Yelp Assistant and Yelp Host and the Hatch acquisition, which reached a more than $34 million annual run rate with 92% growth, while the company reaffirmed its 2026 revenue outlook of about $1.47 billion and adjusted EBITDA guidance of $310 million to $330 million. The results point to a business that is getting more contribution from newer AI-focused services at a time when traditional local ad revenue is under pressure from weaker conditions for small businesses. Investors may want to watch how quickly AI and data licensing partnerships, including the OpenAI collaboration, can offset softness in core advertising and what that mix shift means for margins over the rest of 2026.
Major Estimate Revision • May 15Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$2.12 to US$1.88 per share. Revenue forecast steady at US$1.47b. Net income forecast to shrink 17% next year vs 19% growth forecast for Interactive Media and Services industry in the US . Consensus price target of US$26.50 unchanged from last update. Share price fell 20% to US$21.65 over the past week.
分析記事 • May 15Yelp's (NYSE:YELP) Earnings Offer More Than Meets The EyeDespite posting healthy earnings, Yelp Inc.'s ( NYSE:YELP ) stock has been quite weak. We have done some analysis, and...
ナラティブの更新 • May 24YELP: Mixed 2026 Outlook Will Test Execution And Earnings MultipleAnalysts 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.
お知らせ • May 24Blumenthal Nordrehaug Bhowmik De Blouw LLP Files Lawsuit Against Yelp Inc., for Alleged Failure to Provide Meal Periods and Rest BreaksBlumenthal Nordrehaug Bhowmik De Blouw LLP filed a class action complaint alleging that Yelp Inc., violated the California Labor Code. The Yelp Inc, class action lawsuit, Case No. 26STCV12045, is currently pending in the Los Angeles County Superior Court of the State of California. Allegedly, Yelp Inc., failed to provide employees with accurate itemized wage statements due to missed meal breaks. This, allegedly, has resulted in violations of various California Labor codes. According to California Labor Law, companies are required to pay employees for all time worked, meaning the time during which an employee is subject to the control of an employer, including all the time the employees are permitted or suffered to permit this work. Allegedly, Defendant required their employees to work off the clock without paying them for all the time they were under Defendant's control. To the extent that the time worked off the clock does not qualify for overtime premium payment, Defendant, allegedly, failed to pay minimum wages for the time worked off the clock in violation of Cal. Lab. Code §§ 1194,1197, and 1197.1. California Labor Code § 226 provides that every employer shall furnish each of his or her employees with an accurate itemized wage statement. According to the Complaint, Plaintiff was paid on an hourly basis. Therefore, Plaintiff's wage statements should reflect all applicable pay periods in which the wages were earned pursuant to Cal. Lab. Code section 226 (a). Allegedly, the wage statements Defendant provided to Plaintiff failed to identify such information.
Seeking Alpha • May 20Yelp: As Ad Clicks Fade Further, Avoid This Value TrapSummary Shares of Yelp have continued to falter this year, owing to weaker advertising performance. The company is focused on growing its "other" revenue to a $250 million annualized revenue run rate, versus $116 million today, fueled in part by its recent acquisition of Hatch. These opportunities are pummeled by stiff competition, however, and the core advertising business is losing clicks and paid advertisers. Though cheap at ~4x adjusted EBITDA, declining fundamentals make Yelp a clear value trap. Read the full article on Seeking Alpha
ライブニュース • May 17Yelp Tops Q1 Expectations as AI Services and Hatch Acquisition Drive Revenue GrowthYelp posted Q1 2026 revenue of $361.5 million, a 1% year-over-year increase that came in about 2% above analyst expectations. Adjusted EPS was $0.36, topping the $0.26 consensus and producing a 38% earnings surprise. AI-driven “other revenue” grew 75% year over year, supported by products like Yelp Assistant and Yelp Host and the Hatch acquisition, which reached a more than $34 million annual run rate with 92% growth, while the company reaffirmed its 2026 revenue outlook of about $1.47 billion and adjusted EBITDA guidance of $310 million to $330 million. The results point to a business that is getting more contribution from newer AI-focused services at a time when traditional local ad revenue is under pressure from weaker conditions for small businesses. Investors may want to watch how quickly AI and data licensing partnerships, including the OpenAI collaboration, can offset softness in core advertising and what that mix shift means for margins over the rest of 2026.
Major Estimate Revision • May 15Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$2.12 to US$1.88 per share. Revenue forecast steady at US$1.47b. Net income forecast to shrink 17% next year vs 19% growth forecast for Interactive Media and Services industry in the US . Consensus price target of US$26.50 unchanged from last update. Share price fell 20% to US$21.65 over the past week.
分析記事 • May 15Yelp's (NYSE:YELP) Earnings Offer More Than Meets The EyeDespite posting healthy earnings, Yelp Inc.'s ( NYSE:YELP ) stock has been quite weak. We have done some analysis, and...
Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.30 (down from US$0.37 in 1Q 2025). Revenue: US$361.5m (flat on 1Q 2025). Net income: US$17.7m (down 27% from 1Q 2025). Profit margin: 4.9% (down from 6.8% in 1Q 2025). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
ナラティブの更新 • May 05YELP: AI Initiatives And New Revenue Category Will Offset Softer OutlookThe 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.
Recent Insider Transactions Derivative • Apr 24Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of April. If the sale is conducted around the recent share price of US$26.60, it would amount to US$199k. Since June 2025, David's direct individual holding has decreased from 62.87k shares to 28.71k. Company insiders have collectively sold US$3.6m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Apr 24Yelp Inc. to Report Q1, 2026 Results on May 07, 2026Yelp Inc. announced that they will report Q1, 2026 results After-Market on May 07, 2026
お知らせ • Apr 23Yelp Launches the New Yelp Assistant, Transforming Local Discovery from Search to Answers and ActionsYelp Inc. announced its Spring Product Release, introducing more than 35 new features and updates that transform how consumers discover, connect and get things done with local businesses. New integrations with Vagaro, Zocdoc and Calendly expand scheduling capabilities across more categories on Yelp. The release unveils the new Yelp Assistant, an AI-powered chatbot that delivers instant answers, reliable recommendations and seamless booking—from restaurant reservations to beauty appointments—all in one conversation. New integrations with Vagaro, Zocdoc and Calendly expand scheduling capabilities across more categories on Yelp, while enhancements to AI-powered Menu Vision make deciding what to order more visual and engaging. The release also introduces new tools for advertisers, including an AI-powered support chatbot and enhanced advertising tools. New and existing integrations make it easy to go from discovery to doing, directly from the app: Reserve a table at thousands of restaurants that use Yelp Guest Manager for table booking, with the ability to join a Yelp Waitlist coming soon. Order takeout or delivery from more than half a million restaurants through DoorDash, Yelp’s preferred partner, as well as Grubhub and other food delivery platforms. Request a quote from professionals across more than 450 categories, including home, local, auto, beauty, pet and event services. Book appointments through integrations with Vagaro on iOS for beauty, wellness and fitness businesses, Zocdoc on iOS for healthcare providers, RepairPal for auto shops and, later this summer, Calendly for service professionals. The new integrations available through Yelp Assistant are now also accessible throughout the Yelp app, making it easier than ever for consumers to take action across the platform. New partnerships with Vagaro, Zocdoc and Calendly bring booking, ordering and scheduling capabilities to more categories. Vagaro: Consumers can now book beauty and wellness appointments—such as haircuts, massages and nail services—on Yelp through a new integration with Vagaro, a salon, spa and fitness marketplace. Available on iOS, the Vagaro integration will be available on Android and desktop later this year. Zocdoc: For the first time, consumers can go from finding to booking a doctor on Yelp through a new integration with Zocdoc, the healthcare access platform that connects patients to care. Available on iOS, the Zocdoc integration will be coming to Android and desktop later this year. Calendly: Service professionals can now connect their Calendly schedules to Yelp, allowing consumers to book consultations and appointments seamlessly.
お知らせ • Apr 21Yelp Inc., Annual General Meeting, Jun 05, 2026Yelp Inc., Annual General Meeting, Jun 05, 2026.
ナラティブの更新 • Apr 21YELP: AI Disruption Fears And Soft 2026 Outlook Meet Fair Value ConstraintsNarrative 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.
ナラティブの更新 • Apr 07YELP: AI Disruption Fears And Softer 2026 Outlook Shape Re Rating PotentialAnalysts 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.
Recent Insider Transactions Derivative • Mar 24Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 8k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of March. If the sale is conducted around the recent share price of US$25.00, it would amount to US$188k. Since June 2025, David's direct individual holding has decreased from 62.87k shares to 36.21k. Company insiders have collectively sold US$3.6m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Mar 24YELP: Softer 2026 Outlook Will Pressure Local Ad DemandAnalysts 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.
Recent Insider Transactions Derivative • Mar 13Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of March. If the sale is conducted around the recent share price of US$25.00, it would amount to US$250k. Since March 2025, David's direct individual holding has decreased from 83.26k shares to 42.83k. Company insiders have collectively sold US$3.6m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Mar 10YELP: Softer 2026 Outlook Will Pressure Ad Demand And Margin ExpectationsAnalysts 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.
ナラティブの更新 • Feb 23YELP: AI Disruption Fears Will Set Up Future Re Rating PotentialYelp'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.
Major Estimate Revision • Feb 19Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$1.50b to US$1.47b. EPS estimate also fell from US$2.65 per share to US$2.12 per share. Net income forecast to shrink 12% next year vs 28% growth forecast for Interactive Media and Services industry in the US . Consensus price target down from US$33.38 to US$25.50. Share price fell 6.5% to US$21.69 over the past week.
Price Target Changed • Feb 13Price target decreased by 9.8% to US$30.00Down from US$33.25, the current price target is an average from 8 analysts. New target price is 43% above last closing price of US$20.98. Stock is down 44% over the past year. The company is forecast to post earnings per share of US$2.23 for next year compared to US$2.30 last year.
Reported Earnings • Feb 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$2.30 (up from US$1.97 in FY 2024). Revenue: US$1.46b (up 3.7% from FY 2024). Net income: US$145.6m (up 9.6% from FY 2024). Profit margin: 9.9% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Feb 13Yelp Inc. Provides Earnings Guidance for the Year 2026Yelp Inc. provided earnings guidance for the year 2026. The company expects 2026 Net Revenue will be in the range of $1.455 billion to $1.475 billion as Yelp continues to invest in its AI transformation.
ナラティブの更新 • Feb 09YELP: AI Lead Automation And GenAI Positioning Will Support Future UpsideAnalysts 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.
お知らせ • Jan 30Yelp Inc. to Report Q4, 2025 Results on Feb 12, 2026Yelp Inc. announced that they will report Q4, 2025 results After-Market on Feb 12, 2026
ナラティブの更新 • Jan 25YELP: AI Call Automation Will Support Future Upside As Local Ad Demand RecoversNarrative 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.
お知らせ • Jan 22Yelp Inc. (NYSE:YELP) agreed to acquire Hatchify Inc. for $270 million.Yelp Inc. (NYSE:YELP) agreed to acquire Hatchify Inc. for $270 million on January 21, 2026. Under the terms of the agreement, Yelp will acquire Hatch for approximately $270 million in cash with an additional $30 million of employee retention to be paid out over two to three years. Upon the closing of the transaction, Hatch will be a wholly owned subsidiary of Yelp. As of November 2025, Hatch had achieved approximately $25 million in annual recurring revenue. The transaction is expected to close in early February, subject to customary closing conditions.
Recent Insider Transactions Derivative • Jan 21Co-Founder exercised options and sold US$723k worth of stockOn the 20th of January, Jeremy Stoppelman exercised 90k options at a strike price of around US$20.47 and sold these shares for an average price of US$28.51 per share. This trade did not impact their existing holding. For the year to December 2019, Jeremy's total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Jeremy's direct individual holding has decreased from 2.88m shares to 2.82m. Company insiders have collectively sold US$1.8m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Jan 11YELP: AI Call Automation Will Support Future Upside Despite Softer Ad OutlookAnalysts 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.
Recent Insider Transactions Derivative • Jan 07Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of January. If the sale is conducted around the recent share price of US$30.34, it would amount to US$212k. Since March 2025, Joseph's direct individual holding has decreased from 116.17k shares to 77.93k. Company insiders have collectively sold US$1.1m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Dec 26YELP: AI Reception And Call Automation Will Drive Long-Term Upside PotentialThe 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.
Recent Insider Transactions Derivative • Dec 17Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of December. If the sale is conducted around the recent share price of US$30.41, it would amount to US$411k. Since March 2025, David's direct individual holding has decreased from 83.26k shares to 29.96k. Company insiders have collectively sold US$1.1m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Dec 12YELP AI Products Will Drive Upside Despite Near-Term Advertising HeadwindsAnalysts 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.
Recent Insider Transactions Derivative • Nov 28Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of November. If the sale is conducted around the recent share price of US$29.31, it would amount to US$282k. Since December 2024, David's direct individual holding has decreased from 79.28k shares to 29.96k. Company insiders have collectively sold US$946k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Nov 09Yelp Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen NextA week ago, Yelp Inc. ( NYSE:YELP ) came out with a strong set of quarterly numbers that could potentially lead to a...
Reported Earnings • Nov 07Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$0.62 (up from US$0.57 in 3Q 2024). Revenue: US$376.0m (up 4.4% from 3Q 2024). Net income: US$39.3m (up 2.3% from 3Q 2024). Profit margin: 11% (in line with 3Q 2024). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Nov 07Yelp Inc. Updates Earnings Guidance for the Year 2025Yelp Inc. updated earnings guidance for the year 2025. The company is lowering outlook range for the full year. Company now expected net revenue will be in the range of $1.460 billion to $1.465 billion, reflecting a decrease of $8 million at the midpoint.
お知らせ • Oct 24Yelp Inc. to Report Q3, 2025 Results on Nov 06, 2025Yelp Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
お知らせ • Oct 21Yelp Expands AI Features to Make Local Discovery More Conversational, Visual and SeamlessYelp Inc. announced its most significant AI update yet as part of its 2025 Fall Product Release. Introducing more than 35 new features and updates, Yelp's latest release continues to transform the experience with AI to make local discovery more conversational and personalized. Yelp Assistant will now answer any question about a restaurant, bar, local attraction, retailer and more. Menu Vision will let diners scan menus with their phone camera to see photos and reviews of dishes. The AI can answer inquiries, ask intelligent follow-ups, take and summarize messages, transfer calls and filteram. Designed with a proprietary multi-provider voice AI stack, the solutions are built for speed, natural conversation and business-level customization. Yelp Host is available now for table-service restaurants and integrates with Yelp Guest Manager to manage reservations, waitlists, and SMS follow-ups. Pricing starts at $149 per month ($99 per month for Yelp Guest Manager customers). Restaurants can sign up directly in the "Yelp Host" tab when logged into their Yelp for Business account. Eligible businesses can sign up in the "Yelp Receptionist" tab when logged into theirYelp for Business account. El Elp Receptionist is available now for table- service restaurants and integrates with Yelp guest Manager to manage reservations, waitlist, and SMS follow-ups". Pricing starts at $149 permonth ($99 per month for Yelp guest Manager customers). restaurants can sign up directly in the 'Yelp Host' tab when logged into their Yelp For Business account. Eligible businesses will sign up in the "YELp Receptionist" tab during logged into their Yelp for Business Account. Additional features and updates from Yelp's 2025 Fall Product Release: Menu Vision uses AI, augmented reality and text recognition to read menus via consumers' phone cameras and surface dish photos and review snippets, helping diners decide what to order while at a restaurant. Rolling out on iOS and Android, it's available at the top of the media gallery on eligible restaurant, food and nightlife business pages; a more visual Menu Vision experience arrives early next year. Natural language search lets users search with conversational, full-sentence queries, returning more relevant, intent-driven results. Using LLMs, it pairs review mentions with photos to surface the most frequently mentioned items, services or experiences on business pages. It's available on desktop and iOS for select categories, with Android coming soon. Since acquiring RepairPal in November 2024, the company is now integrating RepairPal's booking system into Yelp search results and business pages to make it easier to schedule appointments with auto shops. AI-grouped before and after photos help showcase a business's work for more than 100 visually driven services on desktop business pages; available on iOS in the coming months. Review Insights is now expanding to services categories on iOS business pages, using LLMs to analyze reviewer sentiment on aspects like customer experience, pricing, facilities and job quality--with scores displayed above reviews to help consumers quickly find these details. With these new updates and features, Yelp aims to build on its foundation of trusted content and further enhance the way consumers and businesses connect in a more conversational and seamless experience.
Recent Insider Transactions Derivative • Oct 07Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of October. If the sale is conducted around the recent share price of US$31.84, it would amount to US$223k. Since December 2024, Joseph's direct individual holding has decreased from 92.08k shares to 88.98k. Company insiders have collectively sold US$1.4m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Sep 19Yelp Inc. Appoints Logan Green to the Nominating Committee, Effective September 12, 2025Yelp Inc. announced that on September 12, 2025, the Board, upon the recommendation of the Nominating and Corporate Governance Committee of the Board, appointed Logan Green to the Nominating Committee, effective immediately.
Recent Insider Transactions Derivative • Sep 16Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of September. If the sale is conducted around the recent share price of US$31.24, it would amount to US$312k. Since December 2024, David's direct individual holding has decreased from 79.28k shares to 49.96k. Company insiders have collectively sold US$1.7m more than they bought, via options and on-market transactions in the last 12 months.
ナラティブの更新 • Sep 04AI Integration And Zapier Capabilities Will Boost EngagementWith 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.
分析記事 • Aug 31Many 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...
Recent Insider Transactions Derivative • Aug 28Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of August. If the sale is conducted around the recent share price of US$31.43, it would amount to US$314k. Since December 2024, David's direct individual holding has decreased from 79.28k shares to 56.95k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Aug 26Yelp Inc. Appoints Logan Green as an Independent Director, Effective August 19, 2025Yelp Inc.'s board of directors on August 19, 2025 upon the recommendation of the Nominating and Corporate Governance Committee of the Board, increased the size of the Board from eight to nine directors and appointed Logan Green to fill the newly created directorship, effective immediately. Mr. Green will serve as an independent director until the Company’s 2026 Annual Meeting of Stockholders and until his successor has been duly elected and qualified, or until his earlier death, resignation or removal. The Board expects to appoint Mr. Green to one or more of its committees, with such committee assignment(s) to be determined at a later date.
Price Target Changed • Aug 12Price target decreased by 9.4% to US$35.00Down from US$38.63, the current price target is an average from 9 analysts. New target price is 13% above last closing price of US$31.06. Stock is down 8.0% over the past year. The company is forecast to post earnings per share of US$2.17 for next year compared to US$1.97 last year.
Reported Earnings • Aug 09Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.69 (up from US$0.56 in 2Q 2024). Revenue: US$370.4m (up 3.7% from 2Q 2024). Net income: US$44.1m (up 16% from 2Q 2024). Profit margin: 12% (up from 11% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 31%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Aug 08Yelp Inc. Updates Earnings Guidance for the Fiscal Year 2025Yelp Inc. updated earnings guidance for the fiscal year 2025. The company narrows range of 2025 Net Revenue outlook to $1.465 billion to $1.475 billion.
Recent Insider Transactions Derivative • Aug 07Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of August. If the sale is conducted around the recent share price of US$33.74, it would amount to US$236k. Since September 2024, Joseph's direct individual holding has decreased from 101.14k shares to 93.04k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jul 25Yelp Inc. to Report Q2, 2025 Results on Aug 07, 2025Yelp Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025
Recent Insider Transactions Derivative • Jul 18Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of July. If the sale is conducted around the recent share price of US$34.68, it would amount to US$347k. Since September 2024, David's direct individual holding has decreased from 79.53k shares to 62.87k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Jul 08Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of July. If the sale is conducted around the recent share price of US$35.11, it would amount to US$246k. Since September 2024, Joseph's direct individual holding has decreased from 101.14k shares to 100.04k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Jul 07Here's Why Yelp (NYSE:YELP) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Recent Insider Transactions Derivative • Jun 18Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of June. If the sale is conducted around the recent share price of US$35.68, it would amount to US$357k. Since September 2024, David's direct individual holding has decreased from 79.53k shares to 58.35k. Company insiders have collectively sold US$1.5m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • May 28Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of May. If the sale is conducted around the recent share price of US$38.20, it would amount to US$382k. Since September 2024, David's direct individual holding has decreased from 79.53k shares to 77.34k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • May 26Yelp (NYSE:YELP) Knows How To Allocate Capital EffectivelyFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • May 09First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.37 (up from US$0.21 in 1Q 2024). Revenue: US$358.5m (up 7.7% from 1Q 2024). Net income: US$24.4m (up 72% from 1Q 2024). Profit margin: 6.8% (up from 4.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • May 09Yelp Inc. Updates Earnings Guidance for the Year 2025Yelp Inc. updates earnings guidance for the year 2025. For the period, the company expects Net Revenue outlook to the range of $1.465 billion to $1.485 billion.
Recent Insider Transactions Derivative • May 09Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of May. If the sale is conducted around the recent share price of US$34.90, it would amount to US$244k. Since June 2024, Joseph's direct individual holding has decreased from 110.19k shares to 109.17k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Apr 28Yelp Inc., Annual General Meeting, Jun 13, 2025Yelp Inc., Annual General Meeting, Jun 13, 2025.
お知らせ • Apr 25Yelp Inc. to Report Q1, 2025 Results on May 08, 2025Yelp Inc. announced that they will report Q1, 2025 results After-Market on May 08, 2025
Recent Insider Transactions Derivative • Apr 17Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of April. If the sale is conducted around the recent share price of US$34.31, it would amount to US$343k. Since June 2024, David's direct individual holding has increased from 68.47k shares to 73.26k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Apr 14Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of April. If the sale is conducted around the recent share price of US$33.76, it would amount to US$236k. Since June 2024, Joseph's direct individual holding has decreased from 110.19k shares to 109.17k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Apr 10Is 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...
Recent Insider Transactions Derivative • Apr 09Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 7th of April. If the sale is conducted around the recent share price of US$33.76, it would amount to US$236k. Since June 2024, Joseph's direct individual holding has increased from 110.19k shares to 116.17k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months.
Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 4 highly experienced directors. Independent Director Dan Jedda was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 28Yelp Inc. Announces Not to Stand Re-Election of Chris Terrill from the BoardOn March 25, 2025, Chris Terrill notified the board of directors of Yelp Inc. to his decision not to stand for reelection to the Board at the Company’s 2025 annual meeting of stockholders. Mr. Terrill will remain a member of the Board and the Nominating and Corporate Governance Committee of the Board until the Annual Meeting, with his resignation from such positions to be effective upon the election of directors at the Annual Meeting.
分析記事 • Mar 25Here's Why We Think Yelp (NYSE:YELP) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Recent Insider Transactions Derivative • Mar 18Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of March. If the sale is conducted around the recent share price of US$35.10, it would amount to US$351k. Since June 2024, David's direct individual holding has increased from 68.47k shares to 85.91k. Company insiders have collectively sold US$1.9m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Mar 16Chief People Officer recently sold US$393k worth of stockOn the 7th of March, Carmen Amara sold around 11k shares on-market at roughly US$35.00 per share. This transaction amounted to 9.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.7m more than they bought in the last 12 months.
Seeking Alpha • Mar 03Yelp: Tough Macro, But Guidance Can Improve From HereSummary 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 Alpha
Recent Insider Transactions Derivative • Feb 25Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of February. If the sale is conducted around the recent share price of US$35.49, it would amount to US$248k. Since March 2024, Joseph's direct individual holding has decreased from 112.20k shares to 105.55k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Feb 21Shareholders Can Be Confident That Yelp's (NYSE:YELP) Earnings Are High QualityThe subdued stock price reaction suggests that Yelp Inc.'s ( NYSE:YELP ) strong earnings didn't offer any surprises...
Reported Earnings • Feb 14Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$1.97 (up from US$1.43 in FY 2023). Revenue: US$1.41b (up 5.6% from FY 2023). Net income: US$132.9m (up 34% from FY 2023). Profit margin: 9.4% (up from 7.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.7%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 14Why Investors Shouldn't Be Surprised By Yelp Inc.'s (NYSE:YELP) P/EYelp Inc.'s ( NYSE:YELP ) price-to-earnings (or "P/E") ratio of 22.6x might make it look like a sell right now compared...
お知らせ • Feb 14Yelp Inc. Provides Earnings Guidance for the Year 2025Yelp Inc. provided earnings guidance for the year 2025. The company expects 2025 Net Revenue will be in the range of $1.470 billion to $1.485 billion as Yelp continues working to deliver the leading product experience in Services for consumers and service pros.
お知らせ • Jan 31Yelp Inc. to Report Q4, 2024 Results on Feb 13, 2025Yelp Inc. announced that they will report Q4, 2024 results After-Market on Feb 13, 2025
Recent Insider Transactions Derivative • Jan 16Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of January. If the sale is conducted around the recent share price of US$39.51, it would amount to US$395k. Since March 2024, David's direct individual holding has increased from 71.61k shares to 80.59k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Jan 12Returns At Yelp (NYSE:YELP) Are On The Way UpWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
Recent Insider Transactions Derivative • Jan 07Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of January. If the sale is conducted around the recent share price of US$39.92, it would amount to US$279k. Since March 2024, Joseph's direct individual holding has decreased from 112.20k shares to 92.08k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Dec 27Why Yelp Inc. (NYSE:YELP) Could Be Worth WatchingWhile Yelp Inc. ( NYSE:YELP ) might not have the largest market cap around , it saw a decent share price growth of 19...
Seeking Alpha • Dec 18Yelp: Terrific Value Investment For 2025, Even Amid A Tough Restaurant EnvironmentSummary 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 Alpha
Recent Insider Transactions Derivative • Dec 17Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of December. If the sale is conducted around the recent share price of US$39.72, it would amount to US$397k. Since March 2024, David's direct individual holding has increased from 71.61k shares to 80.59k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Dec 11Yelp: Proven Advertiser At Compelling PriceSummary 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 Alpha
お知らせ • Dec 10Yelp Inc. Unveils A Series of New Ai-Powered Features to Enhance Discovery and Connection with Local BusinessesYelp Inc. announced its end-of-year product release featuring more than 20 new updates designed to enhance the user experience for both consumers and business owners. Yelp's latest product release includes AI-driven features, such as Review Insights that surface reviewer sentiment for common topics, a personalized home feed with even more user content, and enhancements to Yelp Assistant, the AI chatbot that connects consumers with service pros. Yelp also announced AI-powered improvements to the business owner experience with features like job summaries that help manage their inbox and a smart selection tool that automatically optimizes ad performance. Yelp introduced new and improved ways to discover, learn about, and connect with local businesses with new features across the home feed and business pages on Yelp. AI-powered Review Insights: New Review Insights use large language models to analyze and summarize reviewer sentiment on various aspects of a business, such as food quality, service, and ambiance. Insights are displayed above a business's reviews as aggregated sentiment scores for each topic--positive, neutral, and critical--ranging from 1 to 100. New attributes include whether the business has a "no tipping" policy, if tipping is optional, if gratuity is automatically applied to the bill, and more. Leveraging AI, Yelp enhanced the services experience to simplify connections between consumers and service pros. Enhanced Yelp Assistant refines pro communication with project editing and broadcasting: Yelp Assistant, an AI chatbot that connects user with pros, now supports text and call requests from service pros on iOS, while masking the consumer's phone number for their privacy. Users can also find Yelp Assistant through new conversational prompts on search results pages on iOS in addition to the Projects tab across all platforms. Additionally, new project editing and broadcasting makes it easy to edit and automatically relay revised project details to multiple services pros at once for the most accurate quotes. AI-enhanced business owner inbox: In the coming weeks,service professionals will have an enhanced inbox that will help them manage leads more efficiently with redesigned job cards that feature AI-powered summaries, highlighting crucial job information for easy evaluation. Smart selection: The new AI-powered smart selection helps Yelp advertisers automatically test the best reviews and photos to showcase, optimizing their ads for the highest return on ad spend. New competitive insights and enhanced support: A new competitor measurement tool on the Yelp for Business page allows business owners to compare their Yelp page performance with up to three competitors of their choice, helping better inform their growth strategies.
分析記事 • Dec 10Here's Why Yelp (NYSE:YELP) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Recent Insider Transactions Derivative • Dec 05Chief Financial Officer notifies of intention to sell stockDavid Schwarzbach intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of November. If the sale is conducted around the recent share price of US$38.29, it would amount to US$383k. Since December 2023, David's direct individual holding has increased from 66.42k shares to 80.59k. Company insiders have collectively sold US$1.3m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Nov 28Yelp Inc. (NYSE:YELP) completed the acquisition of RepairPal Inc.Yelp Inc. (NYSE:YELP) entered into an agreement to acquire RepairPal Inc. for approximately $80 million on November 6, 2024. Over the twelve months ended August 31, 2024, RepairPal generated approximately $30 million in revenue. This acquisition is expected to close by the end of the year, subject to customary closing conditions. Sam Angus, Scott Behar, Joseph Schenck, Shawn Lampron, William Skinner and Ana Razmamzma of Fenwick & West LLP acted as legal advisor to RepairPal Inc. Yelp Inc. (NYSE:YELP) completed the acquisition of RepairPal Inc. on November 26, 2024.
Recent Insider Transactions • Nov 15Chief People Officer recently sold US$491k worth of stockOn the 12th of November, Carmen Amara sold around 13k shares on-market at roughly US$38.17 per share. This transaction amounted to 88% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.3m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Nov 10Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of November. If the sale is conducted around the recent share price of US$34.07, it would amount to US$238k. Since December 2023, Joseph's direct individual holding has increased from 109.41k shares to 116.57k. Company insiders have collectively sold US$997k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Nov 09Yelp Inc. Provides Earnings Guidance for the Full Year 2024Yelp Inc. provided earnings guidance for the full year 2024. For the year, the company expects net revenue will be in the range of $1.397 billion to $1.402 billion, a decrease of $18 million at the midpoint.
お知らせ • Nov 08Yelp Inc. (NYSE:YELP) entered into an agreement to acquire RepairPal Inc. for approximately $80 million.Yelp Inc. (NYSE:YELP) entered into an agreement to acquire RepairPal Inc. for approximately $80 million on November 7, 2024. Over the twelve months ended August 31, 2024, RepairPal generated approximately $30 million in revenue. This acquisition is expected to close by the end of the year, subject to customary closing conditions.
Reported Earnings • Nov 08Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: US$0.57 (down from US$0.84 in 3Q 2023). Revenue: US$360.3m (up 4.4% from 3Q 2023). Net income: US$38.4m (down 34% from 3Q 2023). Profit margin: 11% (down from 17% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 33%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Interactive Media and Services industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
分析記事 • Nov 07Yelp Inc. (NYSE:YELP) Doing What It Can To Lift SharesIt'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...
Recent Insider Transactions Derivative • Nov 06Chief Operating Officer notifies of intention to sell stockJoseph Nachman intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of November. If the sale is conducted around the recent share price of US$34.07, it would amount to US$238k. Since December 2023, Joseph's direct individual holding has decreased from 109.41k shares to 103.71k. Company insiders have collectively sold US$997k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Oct 25Yelp Inc. to Report Q3, 2024 Results on Nov 07, 2024Yelp Inc. announced that they will report Q3, 2024 results After-Market on Nov 07, 2024
Seeking Alpha • Oct 23Yelp 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
