YELP logo

Yelp Inc. Stock Price

NYSE:YELP Community·US$1.3b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 35 Fair Values set on narratives written by author

YELP Share Price Performance

US$0
-38.67 (-100.00%)
US$25.63
Fair Value
US$0
-38.67 (-100.00%)
Price US$0

YELP Community Narratives

·
Fair Value US$25.63 11.0% undervalued intrinsic discount

AI Integration And Zapier Capabilities Will Boost Engagement

0users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
·
Fair Value US$21 8.6% overvalued intrinsic discount

Generative AI And Tech Giants Will Deepen Overvaluation

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
·
Fair Value US$30.82 26.0% undervalued intrinsic discount

Digital Transformation And AI Will Redefine Local Commerce

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
US$30.82
26.0% undervalued intrinsic discount
Revenue
2.25% p.a.
Profit Margin
9.68%
Future PE
12.41x
Price in 2029
US$39.01
US$25.63
11.0% undervalued intrinsic discount
Revenue
1.83% p.a.
Profit Margin
9.32%
Future PE
10.86x
Price in 2029
US$32.47

Trending Discussion

Updated Narratives

YELP logo

YELP: Mixed 2026 Outlook Will Test Execution And Earnings Multiple

Fair Value: US$21 8.6% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
YELP logo

YELP: AI Initiatives And New Revenue Category Will Offset Softer Outlook

Fair Value: US$30.82 26.0% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
YELP logo

YELP: AI Disruption Fears And Soft 2026 Outlook Meet Fair Value Constraints

Fair Value: US$25.63 11.0% undervalued intrinsic discount
14 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with excellent balance sheet.

0 Risks
3 Rewards

Yelp Inc. Key Details

US$1.5b

Revenue

US$146.2m

Cost of Revenue

US$1.3b

Gross Profit

US$1.2b

Other Expenses

US$138.9m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
2.53
90.04%
9.47%
20.6%
View Full Analysis

About YELP

Founded
2004
Employees
5168
CEO
Jeremy Stoppelman
WebsiteView website
www.yelp.com

Yelp Inc. operates a platform that connects consumers with local businesses in the United States and internationally. Its platform covers various categories, including restaurants, shopping, beauty and fitness, health, and other categories, as well as home, local, auto, professional, pets, events, real estate, and financial services. It provides free and paid advertising products to businesses, which include cost-per-click advertising and multi-location Ad products, RepairPal network, and business listing pages. The company also offers Yelp Connect that provides advertisers with a channel to market new offerings, such as new menu items and specials, and communicate business updates to customers; Yelp Guaranteed that provides limited coverage to consumers who hire a yelp guaranteed business through request-a-quote in the event; Nearby Jobs solutions; Yelp Guest Manager, a subscription-based suite of front-of-house management tools for restaurants, nightlife, and certain other venues, which include online reservations, a waitlist management solution, as well as through hostless kiosks, and seating and server rotation management tools; Yelp Fusion Insights program that offers business owners local analytics and insights; and Yelp Fusion, which offers free access to basic information through publicly available APIs and paid access to content and data for consumer-facing enterprise use. In addition, it provides content licensing and consumer-interactive tools. Further, the company offers its products directly through its sales force; indirectly through partners; and online through its website and business app, as well as non-advertising partner arrangements. It has partnership with DOORDASH to provide consumers with a service to place food orders for pickup and delivery. The company was formerly known as Yelp! Inc. and changed its name to Yelp Inc. in November 2005. Yelp Inc. was incorporated in 2004 and is based in San Francisco, California.

Recent YELP News & Updates

Narrative Update May 24

YELP: Mixed 2026 Outlook Will Test Execution And Earnings Multiple

Analysts now see fair value for Yelp at $21, slightly below the prior $22, as updated models balance a higher discount rate with revised assumptions for revenue growth, margins, and future P/E, following recent mixed shifts in Street price targets around $24 and above. Analyst Commentary Recent Street research around Yelp points to a mixed but generally cautious setup.
Seeking Alpha May 20

Yelp: As Ad Clicks Fade Further, Avoid This Value Trap

Summary 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

Recent updates

No updates