Yelp (YELP)
Connects consumers with local businesses through reviews, ads, quotes, and restaurant tools.
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Runs a local-business discovery platform built on reviews, photos, search, quote requests, reservations, and transactions. Revenue comes mainly from Yelp Ads and related services-category advertising, with smaller subscription, data API, and partner transaction lines in a business concentrated in the United States.
Connects consumers with local businesses through reviews, photos, search, quote requests, waitlists, reservations, appointments, purchases, and partner transactions. Business customers pay mainly for Yelp Ads placements, including sponsored search results, business-page placements, the Yelp Ads Network, and Request-a-Quote for services businesses.
Runs one consolidated reporting segment, with activity concentrated in the United States. The largest commercial emphasis is Services advertising, supported by auto-services expansion through RepairPal and AI lead management through Hatch.
Adds subscription tools such as Yelp Guest Manager, Yelp Receptionist, and Yelp Host, plus Yelp Places API, Yelp AI API, and Yelp Insights API. The model depends on useful local content, reliable reviews, ad targeting, and advertiser measurement.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| May 15, 2026 | Morgan Stanley | Reiterate | Rating: —Target: — | Target: $24 |
| May 11, 2026 | Evercore ISI | Target | Target: $45 | Target: $30 |
| May 8, 2026 | Robert W. Baird | Target | Target: $25 | Target: $28 |
| Feb 13, 2026 | Robert W. Baird | Target | Target: — | Target: $25 |
| Jan 13, 2026 | UBS | Target | Target: $43 | Target: $28 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $94.1M · Total debt $123.3M · Total assets $990.6M · Shareholders' equity $644.5M
- Revenue
- $375.5M
- Operating income
- $43.7M
- Net income
- $31.7M
No dividends on record.
| Institutions | 110.61% | 60.83M shares | |
|---|---|---|---|
| 304 holders · as of Jun 30, 2026 | |||
| Insiders | 4.43% | 2.44M shares | |
| 16 holders · as of Sep 9, 2026 | |||
| Adds to | 115.04% | ||
54.99M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 115.04%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 17.57% | 9.66M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 7.57% | 4.16M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 5.71% | 3.14M | as of Jun 30, 2026 |
LSV Asset ManagementInstitution | 5.05% | 2.78M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.30% | 2.36M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 1, 2026 | Carmen Amara | officer: Chief People Officer | −500 | $22.14 |
| Aug 24, 2026 | Alexander Coleman Levy | officer: Chief Technology Officer | −3,829 | $23.40 |
| Aug 21, 2026 | David A. Schwarzbach | officer: Chief Financial Officer | −8,809 | $23.19 |
| Aug 3, 2026 | Joseph R. Nachman | officer: Chief Operating Officer | −4,500 | $26.91 |
| Jul 2, 2026 | Carmen Amara | officer: Chief People Officer | −23,233 | $27.00 |
- Alphabet Class A
Primary overlap in local search, reviews, and services ads
- Meta
Social discovery and lead ads for local businesses
- Angi
Direct home-services lead marketplace overlap
- DoorDash
Restaurant marketplace, ordering, and merchant ads overlap
- Booking
OpenTable restaurant reservations and operations tools
- Tripadvisor
Restaurant and travel-adjacent review discovery
- Reddit
Community recommendations and intent-based advertising
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Yelp | $19.33 | −0.41% | $1.07B | 9.3 | 9.2 | 0.7 | +1.4% |
| Alphabet Class A | $361.62 | +1.87% | $4.30T | 17.8 | 26.9 | 9.6 | +24.2% |
| Meta | $750.68 | +1.27% | $1.89T | 27.9 | 24.6 | 8.3 | +28.0% |
| Angi | $5.57 | +1.56% | $221.7M | — | 14.5 | 0.2 | −10.9% |
| DoorDash | $196.52 | +1.39% | $84.46B | 101.5 | 56.3 | 5.3 | +35.6% |
| Booking | $165.35 | −1.88% | $130.58B | 18.7 | 14.9 | 4.6 | +8.2% |
| Tripadvisor | $8.59 | −2.44% | $1.02B | 880.0 | 8.7 | 0.6 | −16.5% |
| $158.72 | −0.01% | $30.56B | 36.9 | 26.0 | 11.0 | +61.1% | |
| Median | 32.4 | 24.6 | 5.3 | +24.2% |