YELP INC (YELP)
Communication Services · Internet Content & Information · NYSE
Yelp is a leading platform for local business discovery and consumer reviews, currently leveraging AI to enhance its marketplace for local services and advertising.
What YELP INC does
Yelp provides a platform that connects consumers with local businesses through reviews, recommendations, and search services. The company generates revenue primarily through advertising products sold to local businesses, allowing them to promote their services to consumers on the Yelp mobile app and website. Yelp is currently undergoing a strategic transformation focused on integrating artificial intelligence into its consumer and advertiser-facing products.
Themes: local commerce, digital advertising, AI transformation, consumer reviews and ratings
Fundamentals
- Price$18.59 as of 2026-10-09 close
- Market cap$1.0B as of 2026-07-31 (share count; price 2026-10-09)
- 1-year return-40.4% 2025-10-09 close $31.18 → 2026-10-09 close $18.59
- P/E8.92 as of 2026-10-09
- Net margin+9.9% FY2025, SEC XBRL
- ROE+20.5% FY2025, SEC XBRL
- Debt / equity0.16 as of 2026-09-02
- Revenue growth (YoY)+1.5% as of 2026-09-02
- Revenue CAGR (3y)+7.1% SEC XBRL
- Beta0.72 as of 2026-09-02
- Last reported earnings2026-08-06 SEC EDGAR Form 8-K (Item 2.02)
How YELP compares in its sector
- price-to-earnings ratiobottom 25% 69 covered Communication Services peers, as of 2026-10-09
- net profit marginmiddle range 127 covered Communication Services peers, as of 2026-09-02
- operating marginmiddle range 123 covered Communication Services peers, as of 2026-09-02
- return on equitytop 25% 113 covered Communication Services peers, as of 2026-09-02
- 3-year revenue CAGRmiddle range 123 covered Communication Services peers
- free cash flow (absolute dollars, latest fiscal year)middle range 115 covered Communication Services peers, as of FY2025
Position among covered Communication Services companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
How YELP INC looks technically
YELP INC (YELP) is trading 24.4% below its 200-day average, the long-term trend line — a long-term downtrend. Its 50-day average crossed below its 200-day average about 335 trading days ago — a "death cross", a bearish long-term signal. A trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 23 (a reading of 25+ marks a strong trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 42, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bullish about 6 trading days ago (its momentum flipped positive). It made a new 20-day low about 10 trading days ago. It is 46.1% below its highest point of the past year.
Trend
7
| Distance from the 200-day | it is trading 24.4% below its 200-day average, the long-term trend line — a long-term downtrend | -24.4% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $21.70 | $21.70 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $24.60 | $24.60 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing low 11 calendar days ago — the swings before that are what the structure reading is measured on | 11 sessions |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 335 trading days ago — a "death cross", a bearish long-term signal | 335 sessions |
| Trend strength (14-day ADX) | a trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 23 (a reading of 25+ marks a strong trend) | 22.9 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 42, neither overbought (above 70) nor oversold (below 30) | 41.6 |
|---|---|---|
| Position in its 14-day range | it is trading around the middle of its 14-day range ($17.27 to $19.74) — its "stochastic" reading is 53 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 53.4 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bullish about 6 trading days ago (its momentum flipped positive) | 6 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $34.48 | $34.48 |
|---|---|---|
| From the 52-week high | it is 46.1% below its 52-week high (its highest price of the past year) | -46.1% |
| Above the 52-week low | it is 7.6% above its 52-week low (its lowest price of the past year) | +7.6% |
| Below the 52-week high | it is 46.1% below its highest point of the past year | 46.1% |
| Since a 20-day breakout | it made a new 20-day low about 10 trading days ago | 10 sessions |
| Since a 55-day breakout | it made a new 55-day low about 10 trading days ago | 10 sessions |
| All-time high | its highest closing price on record is $101.75 (set on 2014-03-05) | $101.75 |
| Given back of the 52-week move | over the past year its closes ranged ($17.59 to $33.83), and it has recovered only a small part of its fall from last year’s high — 6% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $27.63 to $28.15. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 6.2% |
| From the all-time high | it is 81.7% below its all-time high | -81.7% |
| Nearest price level | it is trading 19.1% below a resistance level at $22.14 — a price it turned at twice since 2026-06-18, most recently on 2026-09-14. Since 2024-10-09 it has 0 such levels below the current price and 15 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +19.1% |
| All-time low | its lowest closing price on record is $12.88 (set on 2020-03-19) | $12.88 |
| Above the all-time low | it is 44.3% above its all-time low | +44.3% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are wider than usual versus its own recent 6-month history (wider than about 72% of it) | 72nd percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $0.8817 between its high and its low — about 4.7% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $0.8817 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $16.69 and $21.30 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $16.69 – $18.99 – $21.30 |
| Typical daily range (% of price) | its price moves about 4.7% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 4.7% |
| Stretch from the 200-day average | it is trading 6.8 daily ranges below its 200-day average price (24.4% below it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 6.8 daily ranges below its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.66× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | not available for this company yet | n/a |
Candlestick patterns
2
| Since a bullish engulfing | 8 sessions ago it opened below the previous session's close and finished above that session's open — a "bullish engulfing" pair, where one up day more than undid the down day before it | 8 sessions ago |
|---|---|---|
| Since a bearish engulfing | 3 sessions ago it opened above the previous session's close and finished below that session's open — a "bearish engulfing" pair, where one down day more than undid the up day before it | 3 sessions ago |
Price gaps
2
| Gap at the open | it opened on 2026-10-09 0.4% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | -0.4% |
|---|---|---|
| Gap filled | a 2.2% gap up opened on 2026-09-14 has been "filled" 18 sessions ago — price traded back through the level the gap left behind, and it took 1 session to close | 18 sessions ago |
Price streaks
1
| Closing streak | it closed lower in its latest session, after a session that did not close lower — a single down day rather than a run | 1 session down |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 11.3 percentage points (the stock lost 9.2% while the market gained 2.1%) | -11.3% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock lagged the market by 30.8 percentage points (the stock lost 27.2% while the market gained 3.6%) | -30.8% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 41.8 percentage points (the stock lost 27.3% while the market gained 14.5%) | -41.8% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 56.4 percentage points (the stock lost 40.4% while the market gained 16.0%) | -56.4% |
Signal agreement
2
| Bullish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bullish state: MACD momentum is positive — these describe past price behaviour, not a forecast | 1 of 9 |
|---|---|---|
| Bearish technical signals | 4 of the 9 technical signals we can compute for it are currently in a bearish state: a "death cross" — its 50-day average is below its 200-day, trading below its 200-day average, lagging the market over 6 months, trading below the Ichimoku cloud — these describe past price behaviour, not a forecast | 4 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 24% below the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-02 and projected forward over today's price, the side traders read as an established downtrend, with the band above acting as the level that would have to be cleared. The band itself is moderate, spanning 6.9% of the share price. | -23.5% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 21% below the average price paid so far this year, so the typical buyer over that stretch is under water. That average is $23.67 — a volume-weighted average of daily closes over 192 sessions, not a true tick-by-tick VWAP. | -21.4% |
|---|---|---|
| Vs the average paid since it last reported | the price is 12% below the average price paid since it last reported on 2026-08-06 (its 8-K), so the typical buyer over that stretch is under water. That average is $21.01 — a volume-weighted average of daily closes over 46 sessions, not a true tick-by-tick VWAP. | -11.5% |
Price levels it has turned at before
YELP last closed at $18.59 on 2026-10-09. Since 2024-10-09 it has turned at 0 prices below its last close and 15 above; the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $22.14 | Resistance | 19.1% above the last close | turned there twice · 2026-06-18 to 2026-09-14 |
| $23.50 | Resistance | 26.4% above the last close | turned there three times · 2026-03-16 to 2026-09-03 |
| $23.99 | Resistance | 29.1% above the last close | turned there three times · 2026-05-27 to 2026-07-23 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
No Elliott-wave labelling currently fits its swings: the recent highs and lows do not satisfy the three rules a five-wave count has to obey, so there is no count to show rather than a count we are unsure about.
Read from daily closes as of 2026-10-09.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading below the 200-day moving average · Pulled back from the 12-month high · lagging the market · Stretched far below its 200-day average (6+ daily ranges) · Under water since its last earnings report (below the anchored VWAP) · Trading below the Ichimoku cloud | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low
Based on daily closing prices as of 2026-10-09. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Mean price target$25.13 range $19.00 – $30.00; median $25.00
Analyst estimates, as of 2026-10-07. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for YELP
- Consensus EPS estimate$0.8363 next reporting period, as of 2026-10-07
- Estimate change, 30 days+$0.01963 (+2.4%) from $0.8167, on 2026-09-02, 35-day window
- Readings revised upward25% of 8 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Reliance on third-party internet search engines and application marketplaces that may compete with the platform.","Impact of adverse macroeconomic conditions on local economies and advertiser spending.","Challenges in executing strategic AI initiatives and maintaining user engagement and traffic."]
What changed in the latest 10-Q
AI-assisted comparison of YELP's 10-Q filed 2026-05-08 against the prior one filed 2025-11-07.
Management's Discussion & Analysis (MD&A)
- Added:
- New section detailing Q1 2026 AI transformation progress: 'Reconceive Yelp Around Answers and Actions' with 15% Request-a-Quote adoption through Yelp Assistant and new integrations with Vagaro and Zocdoc
- New section 'Deliver AI Tools that Help Businesses Grow, Operate and Succeed' describing Yelp Host call handling surpassing 1.5 million annual run rate in April 2026, Hatch acquisition in February 2026 with $34.0 million March 2026 annual run rate revenue
- New section 'Extend Our Reach to Power Local Discovery Across the AI Ecosystem' describing data licensing product growth and new OpenAI partnership
- New forward guidance: targeting annual run rate of $250 million in other revenue by end of 2028
- New guidance: expects revenue to increase sequentially in Q2 2026 despite modest year-over-year decrease
- New guidance: expects expenses will increase sequentially in Q2 with year-over-year decrease in adjusted EBITDA
- Rating and review count increased from 280 million to 300 million
- Removed phrase about belief in positioning well in local digital advertising market
- Removed:
- Removal of nine-month financial results (previously reported $1.10 billion revenue, up 5%, with net income of $107.8 million and adjusted EBITDA of $283.5 million for nine months ended September 30, 2025)
- Removal of detailed Q3 2025 strategic initiatives: 'Lead in Services', 'Drive advertiser value', and 'Transform the consumer experience' sections
- Removal of Q3 2025 specific metrics: Services advertising revenue up 7%, Request-a-Quote projects up 5% (or 10% excluding paid search), Yelp Assistant project submissions up 400%, ad clicks down 11%, Average CPC up 14%
- Removal of description of Yelp Host and Yelp Receptionist as 'recently launched' call answering services
- Removal of Q4 2025 guidance regarding heightened macroeconomic uncertainties and expected sequential declines
- Reworded:
- Financial period changed from 'three months ended September 30, 2025' to 'three months ended March 31, 2026'
- Net revenue changed from '$376.0 million, up 4%' to '$361.5 million, up 1%'
- Net income changed from '$39.3 million' to '$17.7 million'
- Adjusted EBITDA changed from '$98.1 million' to '$79.4 million'
- Rephrased from 'CPCs we charge' to 'cost-per-click ("CPC") basis' with expanded explanation of what 'CPC' means
- Economic environment description changed from 'uncertain macroeconomic environment' in Q3 to 'challenging' for consumers and local businesses in Q1 2026
- Expectation shifted from 'Services categories continued to drive' performance to 'strength in other revenue and growth in advertising revenue from Services businesses drove modest year-over-year revenue growth'
- Notes:
- The newer filing is a Q1 2026 10-Q (quarterly for period ended March 31, 2026), while the older filing is a Q3 2025 10-Q (quarterly for period ended September 30, 2025), representing different fiscal periods rather than direct period-to-period comparisons
- The MD&A sections are truncated at the end of both texts, so additional changes may exist beyond the provided excerpts
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 5 open-market sales by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-05. The 6 days since 2026-10-05 have not been checked yet.
- Last 30 days · read to 2026-10-050 buys · 1 sell ($9300) — 1 selling insider
- Last 90 days · read to 2026-10-050 buys · 5 sells ($435378) — 4 selling insiders
- Last 180 days · read to 2026-10-050 buys · 15 sells ($2M) — 6 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-10-01. Based on Form 4 filings read through 2026-10-05; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about YELP's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
5 institutional 13F filers reported holding YELP as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 14,845,639
- Reported value $364,015,064
reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 2 increased, 2 decreased, 1 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about YELP's institutional holders → See what each manager we track holds →
Short interest (FINRA)
YELP had 10,372,166 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).
YELP had 19.1% of its shares outstanding sold short as of the 2026-09-15 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 8.07 days to cover at the same settlement.
- Reported short interest (shares) 10,372,166
- Short interest (% of shares outstanding) 19.1%
- Prior settlement (shares) 9,183,427
- Reported change 12.94%
- Days to cover (reported) 8.07
Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Alphabet (Google)
- Meta Platforms (Facebook)
- Tripadvisor (TRIP)
- Angi (ANGI)
- Nextdoor
- Amazon (AMZN)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does YELP INC (YELP) do?
Yelp provides a platform that connects consumers with local businesses through reviews, recommendations, and search services. The company generates revenue primarily through advertising products sold to local businesses, allowing them to promote their services to consumers on the Yelp mobile app and website. Yelp is currently undergoing a strategic transformation focused on integrating artificial intelligence into its consumer and advertiser-facing products.
What sector is YELP INC (YELP) in?
YELP INC (YELP) is classified in the Communication Services sector. Its industry is Internet Content & Information. It trades on NYSE.
Who are YELP INC's (YELP) competitors?
Notable peers of YELP INC (YELP) include Alphabet (Google), Meta Platforms (Facebook), Tripadvisor, Angi and Nextdoor. This peer set is informational only — not financial advice.
Is YELP INC (YELP) overbought or oversold right now?
YELP INC (YELP) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 42, in the neutral middle (as of 2026-10-09). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on YELP come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest; prices are market data, as of 2026-09-02; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.