YELP Earnings

YELP reported its earnings on 2026-05-07, showcasing a revenue of 361.46M against an estimate of 354.57M, resulting in a 1.94% surprise. The EPS was 0.36, surpassing the expected 0.26 by 38.46%. The stock experienced a -4.98% price change on the earnings day and a -19.79% change over the next five days, reflecting market reactions to the results.

Following YELP's earnings announcement on 2026-05-07, the stock price moved by -4.98% on the day of the release. Over the subsequent five days, it saw a -19.79% change. Historically, YELP's stock price tends to shift by an average of 3.1% in the 10 days leading up to earnings and -5.71% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate YELP's annual revenue to reach 379.91M, while the EPS is projected at 1.11. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between YELP's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, YELP's stock price typically moves by 3.1% in the 10 days before its earnings and -5.71% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 1.11 and revenue of 379.91M.

Yelp's earnings call presents a mixed outlook. While there are positive signs such as AI transformation, new partnerships, and strong growth in 'other revenue' segments, these are offset by declining net income, adjusted EBITDA, and ad revenue. The Q&A reveals concerns about macroeconomic uncertainties and the impact of geopolitical events, which are expected to persist. Despite strong growth in certain areas, the unchanged full-year guidance and management's cautious tone suggest a neutral stock price movement. With a market cap of $2.49 billion, the stock is likely to see minimal short-term volatility.