Yelp Inc.
$22.42+0.3%1Y-28.8%
Mentions · last 7 days
11
Price updated 1h ago·X counts updated 4h ago
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Internet Content & Information sits in its cycle right now — and what that implies for $YELP.
Internet Content & Information
Digital advertising spend is recovering as macro visibility improves; AI-driven ad targeting improvements are lifting CPMs at the major platforms. Regulatory pressure (antitrust, data privacy) is the persistent overhang on the largest names.
What this means for $YELP
Partial — consumer discretionary / retail performance tracks consumer spending trends; Yelp Inc.
Top industry ETF
$FDNFirst Trust Dow Jones Internet Index Fund
+6.4%YTD
+4.9%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
11.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
14.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
12.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
23.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
18.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
88.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.57$0.36+56.4%
Q1 2026May 7, 2026$0.30$0.26+15.4%
Q4 2025Feb 12, 2026$0.61$0.47+29.8%
Q3 2025Nov 6, 2025$0.61$0.47+29.8%
Next earningsThu, Nov 5·consensus EPS $0.44
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$375.5M+1.4%88.9%11.6%$0.57$61.1M
Q1 FY26$361.5M+0.8%84.9%9.0%$0.30$45.2M
Q4 FY25$360.0M-0.5%90.0%13.6%$0.62$71.6M
Q3 FY25$376.0M+4.4%90.3%14.1%$0.62$118.9M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$1.5B$1.5B – $1.5B$1.81$1.80 – $1.827
FY27$1.5B$1.5B – $1.5B$2.53$2.32 – $2.677
FY28$1.5B$1.5B – $1.6B$2.61$2.13 – $2.985
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.18%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-13.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 53.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.465-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
3New insider — initial holdingsJul 63
AI summary
8-KOfficer or director changeJun 108-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-KOfficer or director changeApr 298-K — Item 5.02: Officer or director change
+ 13 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Yelp Inc. (NYSE:YELP) Receives Consensus Recommendation of “Reduce” from AnalystsYelp Insider Sells Over 10,000 Shares. Stock Has Dropped 44% in Three YearsBreakfast News: Meta's AI Agent To Do Your ErrandsYelp's CEO Sells More Than 20,000 Shares Amid a 24% Decline in Stock PriceFacebook Outranks Yelp for Automotive Service Reviews Across Every Generation, Alchemer Study Finds
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