Yelp Inc.
$19.88-2.6%YTD-41.7%1Y-39.1%
Price updated 1d ago·X counts updated 6d ago
On X
The complete picture of $YELP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.
22X posts · last 7 days
AI verdictAI analysisGenerated by AI from underlying data
TickerTalks' own read on what's driving $YELP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.
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
No material change from last week — AI-enhanced ad targeting continues to concentrate digital ad share in Google and Meta.
What this means for $YELP
Neutral — US local business review and lead-generation platform connecting consumers with restaurants, home services, and local businesses.
Top industry ETF
$FDNFirst Trust Dow Jones Internet Index Fund
+7.5%YTD
+2.5%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 $0.45
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 – $1.837
FY27$1.5B$1.5B – $1.5B$2.53$2.36 – $2.727
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.0.8×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.15%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.-5.5%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.-18.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 52.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% 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.β0.455-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 holdingsSep 93
AI summary
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
+ 9 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 S-8) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks NowWhy Yelp (YELP) is Poised to Beat Earnings Estimates AgainYelp Inc (YELP) Shares Surge 5.3% -- What GF Score of 72 Tells InvestorsAutohome (NYSE:ATHM) versus Yelp (NYSE:YELP) Head to Head ComparisonWhich Companies Are Screaming ‘Take Me Private'? These 3 Fit the Bill
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Voices on X · last 7 days
No standout posts about $YELP on X in the last 7 days.