Why Yelp (YELP) is Poised to Beat Earnings Estimates Again
Yelp (YELP) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Yelp Inc. (YELP) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Yelp Inc. (YELP) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
YELP Q2 Earnings Beat Estimates as Other Revenues Surge
Yelp's Q2 earnings top estimates as other revenues nearly double, offsetting ad weakness, while AI products and Hatch gain traction.
Yelp Q2 Earnings Call Highlights
Yelp NYSE: YELP reported second-quarter revenue growth of 1% year over year as the company increased investment in artificial intelligence-driven products, data licensing and lead-management offerings while navigating what executives described as a challenging environment for local businesses.
Yelp: Cheap, But Cheap For A Reason
Yelp surged ~10% post-Q2 earnings but remains down ~10% YTD, reflecting ongoing underperformance. I maintain a negative stance on YELP, as its recent guidance boost does not offset broader concerns about quality and value. The current market favors selective rotation into small and mid-cap value stocks, particularly those with high quality—criteria YELP does not sufficiently meet.
Yelp Inc. (YELP) Q2 2026 Earnings Call Transcript
Yelp Inc. (YELP) Q2 2026 Earnings Call Transcript
Yelp (YELP) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Yelp (YELP) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Yelp (YELP) Surpasses Q2 Earnings and Revenue Estimates
Yelp (YELP) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.32 per share. This compares to earnings of $0.67 per share a year ago.
Yelp Inc. (YELP) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Yelp Inc. (YELP) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Yelp: Stock Comp Isn't An Issue When Repurchases Are Aggressive At A Bargain Valuation
Yelp is rated Buy, trading at 6x economic EBITDA with no debt, $300M cash, and aggressive buybacks despite minimal top-line growth. YELP's Q1 revenue grew 1% with stable services and ad revenue, while ad clicks declined 10% but CPC rose 8%, signaling pricing power. Stock-based compensation remains elevated but is targeted to fall below 6% of revenue by 2027; buybacks retired 12% of shares in a year.
YELP Q1 Earnings Decline as Costs Rise, Revenues Increase Y/Y
Yelp's Q1 EPS slips as costs climb, but revenues top estimates on a 75% other-revenue surge and wider Assistant adoption.
Yelp Inc. (YELP) Q1 2026 Earnings Call Transcript
Yelp Inc. (YELP) Q1 2026 Earnings Call Transcript
