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YELP Overview

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$
0.000
0.000(0.000%)
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0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
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0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
25.010
Open
24.610
VWAP
24.34
Vol
1.95M
Mkt Cap
1.47B
Low
23.965
Amount
47.46M
EV/EBITDA(TTM)
4.37
Total Shares
59.52M
EV
1.15B
EV/OCF(TTM)
3.09
P/S(TTM)
1.09
Yelp Inc. connects consumers with local businesses. The Company's advertising products enable businesses of all sizes to reach a large audience, advertise their products and drive conversion of their services. It offers a range of free and paid advertising products to businesses of all sizes, which include CPC Advertising (Yelp Ads), RepairPal Network and Multi-location Ad Products. Its business page products include Free Business Account, Upgrade Package, Branded Profile, Enhanced Profile, Verified License, Business Highlights, Yelp Connect, Logo and Nearby Jobs. In addition to its advertising products, it also offers features and consumer-interactive tools to facilitate transactions between consumers and the local businesses they find on Yelp. It offers subscription services, licensing payments for access to Yelp data and other non-advertising arrangements. It sells its advertising products online through its Website and Yelp for Business app, and indirectly through partners.
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Events Timeline

(ET)
2026-02-12
16:20:00
Yelp Reports Q4 Revenue of $359.99M, Exceeds Expectations
select
2026-02-12
16:20:00
Sees FY26 Adjusted EBITDA at $310M-$330M
select
2026-02-12
16:20:00
Yelp Reports Q4 Revenue of $359.99M, Exceeds Consensus
select
2026-01-21 (ET)
2026-01-21
16:10:00
Yelp to Acquire Hatch for $270 Million
select

News

Fool
6.5
03-10Fool
SMITH THOMAS W Significantly Reduces Yelp Holdings
  • Share Reduction Details: According to an SEC filing dated February 17, 2026, SMITH THOMAS W reduced its position in Yelp by 96,280 shares during Q4, resulting in a $4.09 million decline in value, reflecting both the sale and stock price changes, indicating a cautious outlook on Yelp's future performance.
  • Remaining Stake Proportion: After the reduction, SMITH THOMAS W's remaining stake in Yelp constitutes only 0.22% of its 13F AUM, suggesting a significant loss of confidence in Yelp's investment potential, which may influence market perceptions of the company.
  • Top Holdings Analysis: As of February 17, 2026, SMITH THOMAS W's top holdings include CACC valued at $42.08 million (38.9% of AUM), W at $23.81 million (22.0% of AUM), and BTI at $22.51 million (20.8% of AUM), demonstrating a diversified investment strategy and preference for other companies.
  • Yelp Market Performance: As of February 17, 2026, Yelp's stock price stood at $20.68, down 45.7% over the past year, underperforming the S&P 500 by 56.53 percentage points, reflecting the challenges it faces in a competitive market environment.
NASDAQ.COM
6.5
03-10NASDAQ.COM
SMITH THOMAS W Reduces Yelp Holdings by 96,280 Shares
  • Share Reduction Details: SMITH THOMAS W sold 96,280 shares of Yelp in Q4 2026, resulting in a $4.09 million decline in position value, reflecting both stock price fluctuations and the sale itself.
  • Asset Management Impact: This transaction represented a 2.75% decrease in the fund's 13F reportable assets under management (AUM), with the remaining Yelp stake now accounting for only 0.22% of AUM, thus falling outside the fund's top five holdings.
  • Stock Performance Analysis: As of February 17, 2026, Yelp's stock price stood at $20.68, down 45.7% over the past year, significantly underperforming the S&P 500 by 56.53 percentage points, indicating a pessimistic market outlook on its growth potential.
  • Business Model Overview: Yelp operates as a leading online platform connecting consumers with local businesses through a mix of advertising and digital solutions, with its scalable business model supported by a large user base and diverse service offerings that drive recurring revenue streams.
Fool
2.0
03-03Fool
Undervalued Stocks Amid Market Decline
  • PayPal's Rebound Potential: PayPal shares plummeted in early February due to disappointing results and CEO change, now trading at a high single-digit forward P/E, attracting acquisition rumors that could draw new buyers and boost stock prices.
  • Wendy's Strategic Opportunities: Wendy's stock has fallen 50% over the past year, but trades at less than 10 times forward earnings, potentially attracting shareholder activism or buyout interest; if the 'Project Fresh' turnaround plan succeeds, stock prices may recover.
  • Yelp's Value Potential: Yelp's shares have dropped 35% in the past year, trading at under 6 times forward earnings; despite AI threats, its $300 million net cash could fund a significant share buyback or acquisition, making it attractive to potential buyers.
  • Market Reaction and Investment Opportunities: Amid macroeconomic pressures, tech and finance stocks have generally declined, but stocks that fell due to company-specific negative news may present rebound opportunities for investors, highlighting the importance of identifying undervalued stocks.
Fool
9.5
02-24Fool
First Watch Restaurant Group Q4 Earnings Analysis
  • Earnings Growth vs. Market Reaction: First Watch Restaurant Group reported a 20% sales growth in Q4, aligning with Wall Street expectations, while its earnings per share of $0.24 tripled analyst forecasts; however, the stock fell 13%, indicating market concerns over the company's conservative guidance.
  • Store and Same-Store Sales Performance: The company increased its store count by 11% and achieved a same-store sales growth of 3.6%, managing to deliver a 0.5% growth in same-store traffic amidst weak consumer spending, showcasing its long-term competitive strength.
  • Cautious Future Guidance: Management projected revenue growth of only 12% to 14% for 2026, with same-store sales growth expected to be just 1% to 3%, both lower than 2025's performance; CEO Chris Tomasso emphasized the need for caution across the industry regarding future prospects.
  • Unique Operating Model and Employee Satisfaction: First Watch operates exclusively from 7 a.m. to 2:30 p.m., utilizing a single shift, which enhances employee satisfaction, as evidenced by its ranking on Glassdoor's 2026 Best Places to Work in Consumer Services, highlighting its operational advantages.
NASDAQ.COM
9.5
02-24NASDAQ.COM
First Watch Reports 20% Revenue Growth in Q4 but Shares Drop 13%
  • Significant Revenue Growth: First Watch achieved a 20% revenue increase in Q4, surpassing Wall Street expectations, with earnings per share of $0.24, tripling analyst forecasts, indicating strong growth potential in a competitive market.
  • Negative Market Reaction: Despite strong Q4 performance, the company's conservative guidance for 2026, projecting revenue growth of only 12% to 14% and same-store sales growth of just 1% to 3%, led to a 13% drop in share price post-report, reflecting market unease about future prospects.
  • Slower Store Expansion: First Watch's store count grew by 11% over the past year, but the forecast for 2026 indicates a slowdown to 9% growth, contrasting sharply with historical double-digit increases, which may undermine investor confidence in the company's long-term growth trajectory.
  • Unique Operating Model: Operating from 7 a.m. to 2:30 p.m. with a single shift enhances employee satisfaction and efficiency, evidenced by First Watch's ranking on Glassdoor's 2026 Best Places to Work in Consumer Services, further solidifying its market position.
Fool
9.5
02-13Fool
Yelp Q4 Earnings Beat Expectations but Weak Guidance Pressures Stock
  • Earnings Beat: Yelp reported Q4 2025 earnings per share of $0.61, exceeding analyst expectations by $0.07, with sales of $359.99 million, surpassing Wall Street's target by $770,000; despite a 0.5% year-over-year sales decline, annual revenue grew approximately 4% to a record $1.46 billion.
  • Stock Decline: Despite the strong earnings report, Yelp's stock fell by 8.9%, trading at $20.75 as of 3:45 PM, reflecting investor dissatisfaction with the company's guidance, resulting in a market capitalization of $1.4 billion.
  • Weak 2026 Guidance: Yelp's guidance for 2026 projects sales between $1.455 billion and $1.475 billion, indicating flat sales growth compared to last year's mid-single-digit increase, which has dampened market sentiment.
  • Declining EBITDA Forecast: Non-GAAP EBITDA is projected to be between $310 million and $330 million, down from $369 million last year; although the company is investing in AI and services to drive growth, meaningful sales growth may not materialize until next year.
Wall Street analysts forecast YELP stock price to rise
7 Analyst Rating
Wall Street analysts forecast YELP stock price to rise
2 Buy
3 Hold
2 Sell
Hold
Current: 0.000
sliders
Low
30.00
Averages
33.29
High
40.00
Current: 0.000
sliders
Low
30.00
Averages
33.29
High
40.00
JPMorgan
Neutral
downgrade
$30 -> $22
AI Analysis
2026-02-17
Reason
JPMorgan
Price Target
$30 -> $22
AI Analysis
2026-02-17
downgrade
Neutral
Reason
JPMorgan lowered the firm's price target on Yelp to $22 from $30 and keeps a Neutral rating on the shares. The company reported a "modest" Q4 beat, but its 2026 outlook was well below expectations, the analyst tells investors in a research note. The firm says macro pressures on restaurant and retailer advertising budgets have "started to bleed more into services spend."
Baird
Colin Sebastian
Neutral
downgrade
$36 -> $25
2026-02-13
Reason
Baird
Colin Sebastian
Price Target
$36 -> $25
2026-02-13
downgrade
Neutral
Reason
Baird analyst Colin Sebastian lowered the firm's price target on Yelp to $25 from $36 and keeps a Neutral rating on the shares. The firm updated its model following results which suggest headwinds remain distracting from its platform evolution.
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Valuation Metrics

The current forward P/E ratio for Yelp Inc (YELP.N) is 7.64, compared to its 5-year average forward P/E of 12.79. For a more detailed relative valuation and DCF analysis to assess Yelp Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
12.79
Current PE
7.64
Overvalued PE
17.03
Undervalued PE
8.55

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
7.27
Current EV/EBITDA
4.36
Overvalued EV/EBITDA
9.47
Undervalued EV/EBITDA
5.07

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.90
Current PS
1.25
Overvalued PS
2.31
Undervalued PS
1.48

Financials

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Whales Holding YELP

P
Prescott General Partners LLC
Holding
YELP
-3.91%
3M Return

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Frequently Asked Questions

What is Yelp Inc (YELP) stock price today?

The current price of YELP is 24.05 USD — it has decreased -2.63

What is Yelp Inc (YELP)'s business?

Yelp Inc. connects consumers with local businesses. The Company's advertising products enable businesses of all sizes to reach a large audience, advertise their products and drive conversion of their services. It offers a range of free and paid advertising products to businesses of all sizes, which include CPC Advertising (Yelp Ads), RepairPal Network and Multi-location Ad Products. Its business page products include Free Business Account, Upgrade Package, Branded Profile, Enhanced Profile, Verified License, Business Highlights, Yelp Connect, Logo and Nearby Jobs. In addition to its advertising products, it also offers features and consumer-interactive tools to facilitate transactions between consumers and the local businesses they find on Yelp. It offers subscription services, licensing payments for access to Yelp data and other non-advertising arrangements. It sells its advertising products online through its Website and Yelp for Business app, and indirectly through partners.

What is the price predicton of YELP Stock?

Wall Street analysts forecast YELP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for YELP is33.29 USD with a low forecast of 30.00 USD and a high forecast of 40.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Yelp Inc (YELP)'s revenue for the last quarter?

Yelp Inc revenue for the last quarter amounts to 359.99M USD, decreased -0.54

What is Yelp Inc (YELP)'s earnings per share (EPS) for the last quarter?

Yelp Inc. EPS for the last quarter amounts to 0.61 USD, decreased 0.00

How many employees does Yelp Inc (YELP). have?

Yelp Inc (YELP) has 5168 emplpoyees as of March 12 2026.

What is Yelp Inc (YELP) market cap?

Today YELP has the market capitalization of 1.47B USD.