Yelp, Inc. (YELP)
NYSECommunication ServicesInternet Content & InformationSnapshot 2026-09-04
$21.66-2.21%
Close 2026-09-04 · 1-day change
NYSECommunication ServicesInternet Content & InformationSnapshot 2026-09-04
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Put YELP beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Cash flow from operations recovers toward $90M+: OCF $57.8M vs $90M target.
View ThesisRevenue growth is slowing — up about 2% over the past year and decelerating.
View GrowthManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 42% in its worst 12-month stretch.
View RiskYelp's growth depends on its ability to drive AI transformation and increase net revenue. Revenue grew 1% year over year, and the last quarter beat expectations with a 78% surprise. It trades at 7.8× P/E versus a peer median of 13.4×, indicating that the price reflects less growth than forecasted. The primary risk is a credibility hit if Yelp cuts guidance after recently raising it. Peer multiples imply a price about 49% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. YELP is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering YELP (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
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| YELP Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Interactive Media & Services — fair value, gap to price, and forward P/E.
Compare the value case
Put YELP next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
CEO selling shares raises concerns about leadership confidence.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive AI transformation to enable long-term profitable growth
AI initiatives drive product momentum amid advertising headwinds.
Advances: Increase net revenue growth
Guidance for Q3 revenue aligns with net revenue growth target.
Advances: Increase net revenue growth
Strong revenue and EBITDA beat supports growth objectives.
Advances: Increase revenue growth
Reopening rebound supports revenue growth objective.
Threatens: Enhance operating income
Layoffs threaten operating income enhancement objective.
Threatens: Enhance operating income
Job cuts indicate struggles in enhancing operating income.