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Yelp Inc

Yelp Inc

YELP
$26.22USD↓-4.27%-1.17 today

MARKET CAP

1.4B

P/E (TTM)

12.0x

FWD P/E

11.1x

DAY RANGE

$26 – $28

52W RANGE

$20
$35

AI Summary

Stalk
Buy NowHigh

YELP remains in a Stage 2 advancing regime with a bullish medium-term bias, as evidenced by higher highs and lows above rising EMAs and continued demand via Devil’s Bargain and Lockout Rally patterns. Despite an overbought context and overhead resistance at the 200 DMA, price pulling back into the rising 9/20/50 EMA zone offers an attractive execution area. A Lockout Rally override supports immediate buy participation despite typical extension concerns. Key risks include rejection at the 200 DMA and failure to hold the rising EMAs.

  • ↑Yelp Assistant AI use driving 400% YoY project submissions
  • ↑Services revenue +8% YoY to $241M, showing pivot resilience
  • ↓RR&O revenue declined 5% YoY on advertiser budget cuts
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

Yelp Inc. (NYSE:YELP) is a leading online platform focused on connecting consumers with local businesses, mainly in the service and restaurant sectors. It leverages user-generated content and reviews to enhance visibility for businesses through digital advertising. In recent years, Yelp has pivoted towards refining its offerings by integrating artificial intelligence (AI) to personalize user experience and improve service-oriented engagement, making it a prominent player in the digital advertising sector.

Bull says

  • ↑Yelp Assistant AI use driving 400% YoY project submissions
  • ↑Services revenue +8% YoY to $241M, showing pivot resilience
  • ↑Other revenue jumped 75% YoY to $29M from Hatch acquisition
  • ↑$125M share repurchase in Q1 supports EPS and equity value
  • ↑FY26 revenue guidance of $1.455–1.475B underpins steady growth
  • ↑High earnings yield and favorable book-to-price imply undervaluation

Bear says

  • ↓RR&O revenue declined 5% YoY on advertiser budget cuts
  • ↓Ad clicks dropped 10% YoY, pressuring ad revenue
  • ↓Q1 net income fell 27% YoY to $18M; net margin 5%
  • ↓Negative momentum factor signals underperformance risk
  • ↓High short interest and low institutional ownership signal bearish sentiment
  • ↓Dependence on ad budgets amid macro uncertainty threatens growth

Investment themes with YELP

Social Media↑ +0.09%

META · 0700.HK · 1024.HK
Buybacks↑ +0.48%

Companies repurchasing their own shares

C · JCI · WFC

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-10-2026neutral

Transcript signals

Bull points

  • First quarter net revenue increased by 1% year over year to $361 million, with a net income margin of 5% and an adjusted EBITDA margin of 22%.
  • We've increased our focus on growing a number of AI-driven revenue streams this year, and other revenue grew 75% year over year as a result.
  • In the first quarter, Yelp Assistant connected more consumers and service pros than ever before, with its growing adoption accounting for approximately 15% of Request a Quote projects.

Bear points

  • We expect the operating environment for local businesses to remain challenging this year.
  • Net income decreased by 27% year-over-year to $18 million, representing a 5% margin.
  • As Jeremy mentioned, local businesses have faced a challenging operating environment, which is reflected in our advertising metrics for the quarter.
Read full transcript analysis ›