Zacks Research Comments on Yelp Inc.’s Q4 2025 Earnings (NYSE:YELP)

Yelp Inc. (NYSE:YELP) – Stock analysts at Zacks Research cut their Q4 2025 earnings estimates for shares of Yelp in a research note issued to investors on Wednesday, September 4th. Zacks Research analyst R. Department now expects that the local business review company will post earnings per share of $0.57 for the quarter, down from their prior estimate of $0.58. The consensus estimate for Yelp’s current full-year earnings is $1.65 per share.

Several other equities analysts have also issued reports on the company. Morgan Stanley lifted their target price on Yelp from $32.00 to $34.00 and gave the company an “underweight” rating in a research note on Tuesday, July 23rd. JPMorgan Chase & Co. cut their price objective on shares of Yelp from $38.00 to $35.00 and set a “neutral” rating on the stock in a research report on Monday, August 12th. StockNews.com cut shares of Yelp from a “strong-buy” rating to a “buy” rating in a research report on Monday, August 12th. Finally, Wolfe Research began coverage on Yelp in a research report on Tuesday, July 16th. They set a “peer perform” rating on the stock. One equities research analyst has rated the stock with a sell rating, four have issued a hold rating and two have issued a buy rating to the stock. According to data from MarketBeat, Yelp presently has an average rating of “Hold” and a consensus price target of $39.00.

Yelp Trading Down 1.2 %

YELP opened at $33.47 on Monday. The firm has a market cap of $2.24 billion, a price-to-earnings ratio of 21.32 and a beta of 1.33. Yelp has a 12 month low of $32.56 and a 12 month high of $48.99. The stock has a fifty day moving average price of $35.19 and a 200-day moving average price of $37.13.

Yelp (NYSE:YELP) last released its quarterly earnings data on Thursday, August 8th. The local business review company reported $0.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.27 by $0.27. The firm had revenue of $357.00 million for the quarter, compared to the consensus estimate of $352.98 million. Yelp had a net margin of 10.01% and a return on equity of 18.71%. The company’s quarterly revenue was up 5.9% on a year-over-year basis. During the same period last year, the firm earned $0.21 earnings per share.

Institutional Trading of Yelp

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. UniSuper Management Pty Ltd acquired a new position in Yelp during the first quarter valued at $594,000. CastleKnight Management LP boosted its stake in shares of Yelp by 126.7% in the fourth quarter. CastleKnight Management LP now owns 68,925 shares of the local business review company’s stock worth $3,263,000 after buying an additional 38,525 shares during the last quarter. CANADA LIFE ASSURANCE Co grew its holdings in Yelp by 7.6% during the first quarter. CANADA LIFE ASSURANCE Co now owns 61,150 shares of the local business review company’s stock worth $2,409,000 after acquiring an additional 4,306 shares during the period. Dimensional Fund Advisors LP raised its position in Yelp by 0.7% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,994,129 shares of the local business review company’s stock valued at $94,402,000 after acquiring an additional 13,790 shares in the last quarter. Finally, ProShare Advisors LLC lifted its holdings in Yelp by 7.3% in the first quarter. ProShare Advisors LLC now owns 13,467 shares of the local business review company’s stock valued at $531,000 after acquiring an additional 921 shares during the period. Institutional investors and hedge funds own 90.11% of the company’s stock.

Insiders Place Their Bets

In other Yelp news, CTO Sam Eaton sold 10,776 shares of the firm’s stock in a transaction on Friday, August 23rd. The shares were sold at an average price of $35.00, for a total value of $377,160.00. Following the completion of the transaction, the chief technology officer now owns 145,171 shares of the company’s stock, valued at $5,080,985. The transaction was disclosed in a filing with the SEC, which is available at this link. In other news, CTO Sam Eaton sold 10,776 shares of the stock in a transaction dated Friday, August 23rd. The stock was sold at an average price of $35.00, for a total value of $377,160.00. Following the transaction, the chief technology officer now directly owns 145,171 shares of the company’s stock, valued at $5,080,985. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Joseph R. Nachman sold 7,000 shares of Yelp stock in a transaction dated Monday, August 5th. The stock was sold at an average price of $33.25, for a total value of $232,750.00. Following the sale, the chief operating officer now directly owns 281,842 shares of the company’s stock, valued at approximately $9,371,246.50. The disclosure for this sale can be found here. In the last quarter, insiders have sold 24,776 shares of company stock valued at $863,590. Insiders own 7.40% of the company’s stock.

About Yelp

Yelp Inc operates a platform that connects consumers with local businesses in the United States and internationally. The company's platform covers various categories, including restaurants, shopping, beauty and fitness, health, and other categories, as well as home, local, auto, professional, pets, events, real estate, and financial services.