YELP
Yelp IncPrice & Indicators
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $79M | first quarter ended March 31, 2026 | — |
| adjusted EBITDA margin non-GAAP | 22% | Q1 2026 call | — |
| food ordering revenue growth | 88% | Q1 2026 call | — |
| Hatch annual run rate revenue | $34M | March 2026 call | — |
| other revenue | $29M | Q1 2026 call | — |
| paying advertising locations | 485,000 | Q1 2026 call | — |
| remaining repurchase authorization | $414M | as of March 31, 2026 call | — |
| RR&O ad revenue | $99M | Q1 2026 call | — |
| Services ad revenue | $234M | Q1 2026 call | — |
| share repurchases | $125M | Q1 2026 call | — |
| stock-based compensation expense as a percentage of revenue | 8% | Q1 2026 call | — |
| Yelp Assistant share of Request-A-Quote projects | 15% | Q1 2026 call | — |
| Yelp Host annual run rate of calls handled | 1.5M | April 2026 call | — |
| Cumulative reviews | 330M | full year ended December 31, 2025 | — |
| New reviews contributed | 22M | full year ended December 31, 2025 | — |
| Services advertising revenue | $948M | full year ended December 31, 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Internet Content & Information — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
YELP
this stock
Yelp Inc
|
$1.42B | -15.1% | +3.7% | 11.8 | 15.8% |
|
GOOGL
Alphabet Inc.
|
$4.27T | +12.8% | +15.1% | 26.9 | 0.7% |
|
META
Meta Platforms, Inc.
|
$1.70T | +1.5% | +43.8% | 24.3 | 1.4% |
|
SPOT
Spotify Technology S.A.
|
$98.65B | -17.4% | — | — | 3.1% |
|
NBIS
Nebius Group N.V.
|
$55.77B | +162.4% | -27.4% | — | 27.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| YELP | -2.7% | +6.3% | -11.5% | +5.3% | -15.1% |
| SPY | +1.4% | +4.1% | +9.1% | +1.1% | +10.7% |
| vs SPY | -4.1% | +2.2% | -20.6% | +4.2% | -25.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.