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YELP · Yelp Inc

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$20.34 +0.08 (+0.39%) At close · Nov 13
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$1.11B
Shares
54.49M
Volume · Nov 13 671.26K Avg daily vol (3M) 1.3M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$20.34 Open$20.56 Day$20.20–20.90 52W close$17.59–31.30 Avg vol 30d1.3M Short int11.6M · 21.4% of shares · 10.1d Short vol56% Last earningsNov 5, 2026 DataJan 2020–Nov 2026 Filing10-Q · Nov 6

Up next

Next earnings call
Feb 11, 2027 Est · unconfirmed · in 13 wks
Q3 2026 earnings call transcript
call held Nov 5, 2026
Play latest call

Latest documents

2026
Nov 6
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Advertising weakness offsets growth in other revenue

Yelp reported $370.9 million of net revenue and $34.6 million of net income for the quarter ended September 30, 2026. Other revenue grew, but advertising revenue fell 6%, and the company expects a modest year-over-year net revenue decrease in the fourth quarter.

Revenue $370.92M ▼ 1.4% Net income $34.55M ▼ 12.1% Diluted EPS $0.63 ▲ 3.3%
Read from the MD&A section
5 source passages
As one of the best known Internet brands in the United States, Yelp is a trusted local resource for consumers and a partner in success for businesses of all sizes. In the three months ended September 30, 2026, our net revenue was $370.9 million, down 1% from the three months ended September 30, 2025, and we recorded net income of $34.6 million and adjusted EBITDA of $92.3 million. Other revenue for the three and nine months ended September 30, 2026 increased compared to the prior-year periods, primarily due to the addition of revenue from Hatch, as well as increased revenue from our Yelp Places API program as a result of data licensing agreements to power AI search tools entered into since the prior-year periods, and increased revenue from food ordering following the launch of our partnership with DoorDash in October 2025. Advertising revenue for the three and nine months ended September 30, 2026 decreased 6% and 4%, respectively, compared to the prior-year periods. We anticipate net revenue will decrease modestly in the three months ended December 31, 2026 compared to the prior-year period, reflecting the continued economic challenges facing consumers and local businesses and, to a lesser extent, competitive pressures for ad spend in RR&O categories from food ordering and delivery providers. Open the document at this passage
Nov 5
Current report 8-K
Revenue falls as full-year outlook narrows

Yelp reported third-quarter net revenue of $371 million, down 1%, and Adjusted EBITDA of $92 million, down 6%. Full-year 2026 net revenue is expected at $1.455 billion to $1.460 billion and Adjusted EBITDA at $320 million to $325 million.

Financial results Read from the first part of this long document
4 source passages
Yelp Inc. (NYSE: YELP), the company that connects people with great local businesses, today posted its financial results for the third quarter ended September 30, 2026 in the Shareholder Letter available on its Investor Relations website at yelp-ir.com. Net Revenue decreased by 1% year over year to $371 million Adjusted EBITDA1 decreased 6% year over year to $92 million, reflecting a 25% margin Updates outlook ranges of 2026 Net Revenue to $1.455 billion to $1.460 billion and 2026 Adjusted EBITDA to $320 million to $325 million2 Open the document at this passage
Aug 7
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $375.52M ▲ 1.4% Net income $31.65M ▼ 28.2% Diluted EPS $0.57 ▼ 14.9%
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$1.47B
Trailing 12 months
Net income (TTM)
$121.73M
Trailing 12 months
Revenue growth YoY
-1.4%
Year over year
Operating margin
11.5%
Trailing 12 months
P / E (TTM)
9.7
Trailing earnings · reciprocal yield 10.3%
FCF yield
23.7%
TTM · current market cap
Return on invested capital
18.6%
Trailing 12 months
Net cash
$44.84M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-14.7%
Year over year · fewer shares
Price change (1Y)
-30.1%
Trailing year
Short interest
21.4%
Latest settlement · 10.1 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲5.7% $361.95M $42.22M '24 Q4* ▲7.7% $358.53M $24.39M '25 Q1 ▲3.7% $370.39M $44.09M '25 Q2 ▲4.4% $376.04M $39.32M '25 Q3 ▼0.5% $359.99M $37.80M '25 Q4* ▲0.8% $361.46M $17.73M '26 Q1 ▲1.4% $375.52M $31.65M '26 Q2 LATEST ▼1.4% $370.92M $34.55M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q3 FY26 earnings call · Nov 5, 2026
Q3 FY26

TL;DR. Yelp exceeded its Q3 revenue outlook range, while other revenue, Yelp Host, Hatch, stock-compensation efficiency and share repurchases showed positive momentum. Total advertising revenue, Services advertising revenue and ad clicks weakened; management expects persistent advertising pressure and modestly higher Q4 expenses.

Bullish
  • + Q3 net revenue was $371 million, down 1% year over year but $1 million above the high end of the outlook range.
  • + Other revenue grew 82% year over year to a record annual run rate3 of $136 million, gaining traction toward the $250 million target.
  • + Yelp Host scaled to a 2.5 million-call annual run rate in October, up 15x from October 2025.
  • + Hatch reached approximately $37 million of annual run-rate revenue, up 55% year over year and 6% quarter over quarter.
  • + Stock-based compensation fell three percentage points year over year to 6% of revenue and is expected below 6% in the fourth quarter, one year ahead of the target.
  • + Yelp repurchased approximately $200 million of stock year to date, contributing to a 15% year-over-year reduction in weighted-average diluted shares.
Bearish
  • − Total advertising revenue fell 6% year over year to $337 million in Q3.
  • − Services advertising revenue fell 2% year over year to $238 million.
  • − RR&O advertising revenue fell 13% to $99 million amid competitive pressure from food-ordering and delivery providers.
  • − Ad clicks declined 8%, primarily because of softer consumer demand.
  • − Management expects the challenging environment for consumers and local businesses to persist in Q4, with increased advertising pressure across categories.
  • − Q4 expenses are expected to be modestly higher than in Q3 because of increased investment in Hatch, Yelp Host and other key areas.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Mentioned in fund letters

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Weak Sentiment Neutral Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg −13%
below
Price vs 50-day avg +4%
above
RSI (14) 53
neutral
MACD trend Positive
52-week position 20%
mid-range
Momentum
relative strength
Weak
1-month return +2%
trailing
6-month return −11%
trailing
YTD return −33%
this year
Relative strength −12%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $20 › 200d $23 — 200d above 50d
Institutional flow Accumulating
261 of 295 funds reported for Sep 30 · net +2.4M sh shares · +33 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
21.37% of shares out · ▲ +2.0% MoM · 10.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
295 holders — mid 3-yr range
Squeeze score 78
high risk · 0–100
Fundamentals
Excellent
Revenue growth +4%
Y/Y
EPS growth +19%
Y/Y
Free cash flow $323.7M
Valuation P/E 9.7
below peers
Buyback $338.7M
remaining
Balance sheet $216.1M
net cash
Quant / Vol
risk profile
Very High
Volatility 45%
annualized · 1-yr
Max drawdown −44%
past year
ATR 5.6%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 8 of last 8
Latest guidance · from the 8-K filed Aug 6, 2026
2026
Adjusted EBITDA Maintained $315M – $325M
May 7, 2026 $310M – $330M changed to Aug 6, 2026 $315M – $325M
full year 2026
Net revenue Maintained $1.46B – $1.47B
May 7, 2026 $1.46B – $1.48B changed to Aug 6, 2026 $1.46B – $1.47B
prior FY $1.46B midpoint +0.0% Y/Y
Stock-based compensation expense as a % of Net revenue Maintained 7%
May 7, 2026 7% changed to Aug 6, 2026 7%
Depreciation and amortization as a % of Net revenue Raised 5%
May 7, 2026 4% changed to Aug 6, 2026 5%
Previous outlook earlier release · from the 8-K filed May 7, 2026

Still-open targets the latest release did not restate under the same label.

Other revenue annual run rate · by the end of 2028 $250M
Prior guidance period ended · from the 8-K filed Aug 6, 2026
Net revenue · third quarter 2026 $365M – $370M
Adjusted EBITDA · third quarter 2026 $70M – $75M
Stock-based compensation expense as a % of Net revenue · third quarter 2026 6%
Depreciation and amortization as a % of Net revenue · third quarter 2026 5%
Guided vs delivered · last 8 settled
Net revenue third quarter 2026
guided $365M – $370M
$370.92M Beat +0.9%
Net revenue Second Quarter 2026
guided $363M – $368M
$375.52M Beat +2.7%
Net revenue first quarter of 2026
guided $350M – $355M
$361.46M Beat +2.5%
Net revenue full year
guided $1.46B – $1.47B
$1.46B In line

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
1 · 3 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−13% Bearish
Price vs 50-day avg
+4% Bullish
RSI (14)
53 Neutral
MACD trend
Positive Bullish
52-week position
20% Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $20 › 200d $23 — 200d above 50d
Institutional flow Accumulating
261 of 295 funds reported for Sep 30 · net +2.4M sh shares · +33 new
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
21.37% of shares out · ▲ +2.0% MoM · 10.1 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
295 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $18 Now $20 · 20% Range high $31
vs 200-day avg -13% vs 50-day avg +4%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Ad Clicks -5% the three months ended June 30, 2026 filing —
Average CPC 1% the three months ended June 30, 2026 filing —
Total Paying Advertising Locations 510K the three months ended June 30, 2026 filing —
Adjusted EBITDA non-GAAP 170.78M Six Months Ended June 30, 2026 —
Adjusted EBITDA margin non-GAAP 23% Six Months Ended June 30, 2026 —
Angi Citations 145.6K Q4 2025 —
Average Share Repurchase Price $24.92 Q2 FY2026 —
BBB Citations 149.7K Q4 2025 —
Free cash flow non-GAAP 106.23M Six Months Ended June 30, 2026 —
HomeAdvisor Citations 33.6K Q4 2025 —
Nextdoor Citations 10.3K Q4 2025 —
Paying Advertising Locations 510K 2Q26 —
Restaurants, Retail & Other paying advertising locations 251 2Q26 —
Services paying advertising locations 259 2Q26 —
Stock-based Compensation Expense, % of Revenue non-GAAP 7% Q2 FY2026 —
Thumbtack Citations 56K Q4 2025 —
Yelp Citations 512.7K Q4 2025 —
Yelp Host Calls Annual Run Rate 2.4M July 2026 —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Internet Content & Information — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
YELP
Yelp Inc
this stock
$1.11B -33.1% +3.7% 9.7 21.4%
GOOGL
Alphabet Inc.
 $3.64T -5.5% +15.1% 15.4 0.7%
META
Meta Platforms, Inc.
 $1.64T -2.8% +47.1% 21.9 3.0%
SPOT
Spotify Technology S.A.
 $125.91B +5.5% — — 1.5%
NBIS
Nebius Group N.V.
 $33.94B +38.4% +479.0% — 17.4%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
280
% held
115.4%
Reported
261 of 295
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
351
View
Short & Settlement
Short Interest Rising
Shares short
11.6M
Days to cover
10.1d
Change
+233.9K sh
View
Short Volume
Short vol %
56%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
1
Value
$19
As of
Oct 13, 2026
View
Off-Exchange
Off-exchange %
37.1%
Week of
Oct 5, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$1.5B
Net income (FY)
$145.6M
EPS diluted
$2.24
View
Buybacks
Authorized
$2.5B
Remaining
$338.7M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Nov 6, 2026
This year
18

Yelp reported $370.9 million of net revenue and $34.6 million of net income for the quarter ended September 30, 2026. Other revenue grew, but advertising revenue fell 6%, and the company expects a modest year-over-year net revenue decrease in the fourth quarter.

View
Proposed Sales
Value
$9.6K
Shares
500
Filed
Nov 2, 2026
View
Earnings & Events
Webcasts
Last webcast
Nov 5, 2026
View
Investor Relations
Latest news
Yelp Announces Date of Third Quar…
Published
Oct 22, 2026
View

Performance

5D 20D 120D MTD YTD
YELP +4.5% +2.3% -11.3% +6.6% -33.1%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +1.9% +3.5% -11.8% +6.7% -43.7%

Capital returns

Buyback program · as of Sep 30, 2026
Authorized
$2.45B
Spent (derived)
$2.11B
Remaining
$338.70M
Spent Remaining

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.

Key facts CIK 1345016 CUSIP 985817105 13F (30d) 221 filings 201 filers Visit website Investor relations