Yelp Inc. (YELP) Stock Price & Analysis
Yelp Inc. (YELP) closed at USD 18.42 on Wednesday, October 28, 2026, down 1.76% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 18.75; the Oct 28, 2026 session ranged USD 18.13–18.84 on volume of 1,460,804 shares. Market capitalization is $999.54M, with a 52-week range of USD 17.27–34.49 (NYQ). Source: Nexqual, retrieved October 29, 2026 at 06:05 UTC.
Also available as compact Markdown for AI agents: nexqual.com/YELP.md
Key facts (YELP)
- Last four reported quarters (through Jun 30, 2026): revenue $1.47B, net income $127M (8.6% margin), free cash flow $297M (SEC filings).
- Valuation: P/E 7.9x (avg 23.1x at the last 3 fiscal year-ends).
- Analysts: Hold (mean 3.27 on a 1–5 scale) (11 analysts), mean target USD 23.75 (range 17–30).
- Total return with dividends: 1Y -42.4% vs S&P 500 +13.6%; 5Y -52.3% vs S&P 500 +79.8%.
- Next earnings: 2026-11-05, EPS estimate USD 0.43, revenue estimate $369M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (YELP)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.03B | $1.19B | $1.34B | $1.41B | $1.46B | $1.47B |
| Gross profit | $954M | $1.09B | — | — | — | — |
| Operating income | $31.5M | $58.4M | $79.0M | $151M | $185M | $173M |
| Net income | $39.7M | $36.3M | $99.2M | $133M | $146M | $127M |
| EPS (diluted) | $0.50 | $0.50 | $1.35 | $1.88 | $2.24 | — |
| Free cash flow | $184M | $160M | $279M | $248M | $324M | $297M |
| Gross margin | 92.4% | 91.1% | — | — | — | — |
| Operating margin | 3.1% | 4.9% | 5.9% | 10.7% | 12.6% | 11.7% |
| Net margin | 3.8% | 3.0% | 7.4% | 9.4% | 9.9% | 8.6% |
| Revenue growth | +18.2% | +15.7% | +12.0% | +5.6% | +3.7% | — |
| Cash + short-term investments | $480M | $401M | $441M | $318M | $319M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (YELP)
P/E 7.9x · P/S 0.7x · P/FCF 3.4x · P/B 1.6x · FCF yield 29.76% · Earnings yield 12.66% · Buyback yield (TTM) 33.67%
P/E at fiscal year-ends: Dec 2025 13.6x, Dec 2024 20.6x, Dec 2023 35.1x.
Analysts (YELP)
Consensus Hold (mean 3.27 on a 1–5 scale), 11 analysts; mean target USD 23.75 (low 17, high 30).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-13 | Morgan Stanley | Target lowered | Underweight | $24 → $17 |
Total return (dividends reinvested) (YELP)
| 1Y (from 2025-10-29) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | -42.4% | -52.3% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | -42.5% | -13.7% |
| Volatility (annualized) | 44.8% | 35.4% |
| Max drawdown | -46.8% (Nov 2025→Sep 2026) | -62.8% (Dec 2023→Sep 2026) |
YELP earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | $0.57 | $0.36 | Beat +58.3% | — |
| — | Quarter ended Mar 31, 2026 | $0.30 | $0.26 | Beat +15.4% | — |
| — | Quarter ended Dec 31, 2025 | $0.61 | $0.58 | Beat +5.2% | — |
| — | Quarter ended Sep 30, 2025 | $0.61 | $0.53 | Beat +15.1% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
YELP recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Aug 7, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 6, 2026 | Schedule 13G | LSV ASSET MANAGEMENT: 5.1% of shares, passive 5%+ holder |
| Aug 6, 2026 | 8-K | Quarterly results |
| Jul 14, 2026 | Schedule 13G | Dimensional Fund Advisors LP: 5.7% of shares, passive 5%+ holder |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
YELP revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Total advertising | $342.5M | 91.2% | -3.2% |
| — Services (part of Total advertising) | $241.0M | 64.2% | +0.1% |
| — Restaurants, Retail & Other (part of Total advertising) | $101.5M | 27.0% | -10.1% |
| Other | $33.0M | 8.8% | +97.8% |
| Total revenue | $375.5M | 100% | — |
YELP revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $373.5M | 99.5% | +1.5% |
| All other countries | $2.0M | 0.5% | -18.8% |
| Total revenue | $375.5M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
YELP suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Amazon (AMZN) | “For example, we rely on AWS cloud computing infrastructure to host our website, mobile app and many of the internal tools we use to operate our business.” |
| Customer | RepairPal | “Our advertising revenue comprises revenue from the sale of our advertising products, including the resale of our advertising products by partners and syndicated ads appearing on third-party platforms, as well as revenue generated from RepairPal.” |
| Partner | Oracle (ORCL) | “We also have a vendor management program to manage cybersecurity risks associated with our use of third-party service providers, such as AWS, Oracle and Workday, to perform various functions throughout our business.” |
| Partner | Meta Platforms (META) | “Off Yelp, we continued to expand local advertiser reach through a variety of partnerships, including by leveraging on-Yelp search intent to surface relevant Yelp ads to users on other platforms such as Facebook and Bing.” |
| Competitor | Alphabet (Google) (GOOGL) | “•online search engines and directories, including those incorporating AI technologies, such as our primary competitor, Google, as well as traditional, offline business guides and directories;” |
| Competitor | Apple (AAPL) | “For example, competitors have used, and may in the future use, their substantial financial resources to secure positions as the default or exclusive option in web browsers, mobile devices or other potential sources of traffic and app downloads, as Alphabet Inc., the parent company of Google, pays for Google to be the default search engine in Apple's Safari browser.” |
| Competitor | ByteDance | “•online and offline providers of consumer ratings, reviews and referrals, such as TripAdvisor, as well as social media platforms and features where consumers are increasingly searching for and posting information about local businesses, such as TikTok, Instagram and Reddit;” |
Quoted from the company's 10-K filed Feb 27, 2026.
YELP company outlook (results filed Aug 6, 2026)
- “Pacific Time to discuss the second quarter financial results and outlook for the third quarter and full year 2026.”
- “(2) Represents expenses for which we expect to be indemnified in connection with our acquisition of RepairPal.”
Quoted word-for-word from the SEC 8-K results press release.
YELP analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.43 | $0.57 | -25.9% | $368.6M | 7 |
| Next quarter (ends Dec 2026) | $0.48 | $0.65 | -26.7% | $360.8M | 7 |
| Current fiscal year (ends Dec 2026) | $1.77 | $1.89 | -6.5% | $1.47B | 7 |
| Next fiscal year (ends Dec 2027) | $2.48 | $2.58 | -3.7% | $1.51B | 8 |
Key Statistics (as of October 29, 2026 at 06:05 UTC)
| Price | USD 18.42 |
|---|---|
| Change | ▼ 1.76% (down) |
| Previous Close | USD 18.75 |
| Open | USD 18.53 |
| Day Range | USD 18.13 – 18.84 |
| 52-Week Range | USD 17.27 – 34.49 |
| Volume | 1,460,804 shares |
| Market Cap | $999.54M |
| Exchange | NYQ |
Technical Analysis (YELP)
Nexqual's technical model rates YELP "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 29, 2026 at 06:05 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 40.46 (neutral) |
| vs SMA50 | Below (USD 20.31) |
| MACD | -0.2 (negative) |
Analyst Ratings (YELP)
Wall Street analysts rate YELP "Hold" based on 11 analysts, with a mean price target of USD 23.75 (range USD 17–30), per Nexqual as of October 29, 2026 at 06:05 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 11 |
| Mean Target | USD 23.75 |
| High Target | USD 30 |
| Low Target | USD 17 |
| Buy / Hold / Sell | 2 / 6 / 3 |
Earnings (YELP)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 0.81 |
| Revenue Estimate | $368.61M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.57 vs est 0.36 ▲ beat |
| 2026-03-31 | USD 0.3 vs est 0.26 ▲ beat |
| 2025-12-31 | USD 0.61 vs est 0.58 ▲ beat |
| 2025-09-30 | USD 0.61 vs est 0.53 ▲ beat |
Source: Nexqual, October 29, 2026 at 06:05 UTC.
Financials & Fundamentals (YELP)
| Total Revenue | $1.47B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +1.40% |
| Gross Margin | +89.65% |
| Operating Margin | +12.67% |
| Profit Margin | +8.59% |
| ROE | +18.19% |
| Debt / Equity | 0.19 |
| Current Ratio | 1.75 |
| Total Cash | $94.14M |
| Total Debt | $123.30M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $297.43M (20.2% of revenue) |
Source: Nexqual, October 29, 2026 at 06:05 UTC.
Financial Health Score (YELP)
Nexqual rates Yelp Inc.'s overall financial health "Solid" across five dimensions, as of October 29, 2026 at 06:05 UTC.
| Growth | Mixed — Revenue +3.7% YoY (annual), slow |
|---|---|
| Profitability | Strong — Gross margin 90%, operating 12% (last 12 months) |
| Balance Sheet | Strong — $94M cash vs $123M debt |
| Cash Flow | Strong — FCF $297M (last 4 quarters to Jun 2026, SEC), 20% margin |
| Efficiency | Solid — ROE 20%, ROA 12.8% (last 4 quarters, SEC) |
Ownership (YELP)
| Insider Ownership | +6.42% |
|---|---|
| Institutional Ownership | +117.76% |
| Shares Outstanding | 54.26M |
| Float | 52.51M |
| Short % of Float | +34.76% |
Source: Nexqual, October 29, 2026 at 06:05 UTC.
Leadership (YELP)
Yelp Inc. is led by Jeremy Stoppelman, Co-Founder, CEO & Director, per Nexqual as of October 29, 2026 at 06:05 UTC.
| Co-Founder, CEO & Director | Jeremy Stoppelman |
|---|---|
| Chief Financial Officer | David A. Schwarzbach |
| Chief Operating Officer | Joseph R. Nachman |
| Chief Technology Officer | Alex Levy |
| Senior Vice President of Corporate Communications | Amy Sezak |
Major Backers & Investors (YELP)
Notable institutional backers of Yelp Inc. include LSV Asset Management, Acadian Asset Management. LLC, American Century Companies Inc, according to Nexqual as of October 29, 2026 at 06:05 UTC.
Active Investors
| Investor | Stake |
|---|---|
| LSV Asset Management | 5.12% |
| Acadian Asset Management. LLC | 4% |
| American Century Companies Inc | 3.42% |
| Fidelity | 2.28% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 17.8% |
| Vanguard Group | 12.03% |
| Dimensional Fund Advisors | 5.78% |
| State Street | 4.17% |
| Geode Capital | 3.41% |
| Allianz Asset Management GmbH | 2.78% |
Source: Nexqual, October 29, 2026 at 06:05 UTC.
From Yelp Inc.'s Latest SEC 10-K Filing (filed 2026-02-27)
Key Strengths & Strategy (as disclosed to the SEC)
- The vast majority of our platform is currently hosted by Amazon Web Services ("AWS") from multiple locations, which allows us to scale our infrastructure dynamically according to demand as well as optimize the cost and performance of our infrastructure.
- We analyze the large volumes of data collected from our platform and apply our proprietary indexing and ranking techniques to provide our users with contextual, relevant and up-to-date information.
- Our recommendation software refers to the proprietary automated trust and safety software systems that we have developed to analyze the relevance, reliability and utility of each review submitted to our platform. "Recommended" reviews — those that the software deems to be the most useful and reliable — appear directly on Yelp business pages, while less trustworthy and unreliable content appear on secondary pages and do not factor into a business's overall star rating.
- Our industry-leading trust and safety measures include investments in both advanced technology and human moderation: Recommendation Software.
Partnerships
- With our most engaged users on our mobile app, we have invested significant resources into developing a comprehensive mobile platform for consumers that supports both major smartphone operating systems available today, iOS and Android.
Legal & Regulatory Risks (Item 1A, quoted)
- We are, and may be in the future, subject to disputes and assertions that we violate the rights of other parties. These disputes may be costly to defend and could harm our business and operating results.
- We expect other claims to be made against us in the future, and the results of litigation and claims to which we may be subject cannot be predicted with any certainty.
- Our business is subject to complex and evolving domestic and foreign laws, regulations and other obligations related to privacy, data protection, data security and other matters. Our actual or perceived failure to comply with such laws, regulations and obligations (or that of the third parties with whom we work) could harm our business.
- Our business could be adversely affected if we are required to change our current policies, practices or the design of our platform, products or features based on new laws, regulations or judicial interpretations.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| UPWK | Upwork Inc. | USD 9 | ▼ 0.77% |
| WBTN | WEBTOON Entertainment Inc. | USD 9.52 | ▲ 2.7% |
| WB | Weibo Corporation | USD 6.18 | ▲ 0% |
| OPRA | Opera Limited | USD 18.64 | ▲ 1.53% |
| DJT | Trump Media & Technology Group | USD 5.97 | ▼ 6.13% |
| GENI | Genius Sports Limited | USD 6.35 | ▲ 0.47% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 06:05 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt