Zacks Research Issues Optimistic Forecast for Yelp Earnings

Yelp Inc. (NYSE:YELP) – Equities researchers at Zacks Research lifted their Q3 2025 earnings estimates for Yelp in a report released on Tuesday, April 22nd. Zacks Research analyst R. Department now expects that the local business review company will post earnings per share of $0.62 for the quarter, up from their previous forecast of $0.61. The consensus estimate for Yelp’s current full-year earnings is $2.22 per share. Zacks Research also issued estimates for Yelp’s Q4 2025 earnings at $0.64 EPS, FY2025 earnings at $2.13 EPS, Q1 2026 earnings at $0.52 EPS, Q1 2027 earnings at $0.60 EPS and FY2027 earnings at $2.60 EPS.

Several other analysts also recently weighed in on YELP. Morgan Stanley dropped their target price on shares of Yelp from $35.00 to $30.00 and set an “underweight” rating on the stock in a research report on Thursday, April 17th. JPMorgan Chase & Co. dropped their price objective on shares of Yelp from $36.00 to $35.00 and set a “neutral” rating on the stock in a report on Tuesday. Two research analysts have rated the stock with a sell rating, five have given a hold rating, one has given a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat, Yelp presently has a consensus rating of “Hold” and a consensus price target of $36.33.

Yelp Stock Performance

Shares of YELP stock opened at $35.15 on Thursday. Yelp has a fifty-two week low of $32.29 and a fifty-two week high of $41.72. The firm has a market capitalization of $2.29 billion, a price-to-earnings ratio of 18.31, a PEG ratio of 0.76 and a beta of 1.08. The stock’s 50-day simple moving average is $35.16 and its 200-day simple moving average is $36.85.

Yelp (NYSE:YELP) last posted its quarterly earnings data on Thursday, February 13th. The local business review company reported $0.62 earnings per share for the quarter, topping analysts’ consensus estimates of $0.53 by $0.09. Yelp had a return on equity of 18.07% and a net margin of 9.41%. The firm had revenue of $361.95 million during the quarter, compared to analysts’ expectations of $350.73 million.

Hedge Funds Weigh In On Yelp

Institutional investors and hedge funds have recently modified their holdings of the business. Barclays PLC grew its holdings in Yelp by 347.9% in the third quarter. Barclays PLC now owns 160,363 shares of the local business review company’s stock valued at $5,627,000 after purchasing an additional 124,561 shares during the period. Sanctuary Advisors LLC lifted its position in shares of Yelp by 11.7% during the 3rd quarter. Sanctuary Advisors LLC now owns 13,648 shares of the local business review company’s stock valued at $493,000 after buying an additional 1,427 shares in the last quarter. Franklin Resources Inc. grew its stake in Yelp by 1.3% in the 3rd quarter. Franklin Resources Inc. now owns 125,492 shares of the local business review company’s stock valued at $4,323,000 after acquiring an additional 1,587 shares during the period. GAMMA Investing LLC increased its holdings in Yelp by 75.9% in the 4th quarter. GAMMA Investing LLC now owns 1,717 shares of the local business review company’s stock worth $66,000 after acquiring an additional 741 shares in the last quarter. Finally, Modus Advisors LLC acquired a new position in Yelp during the fourth quarter worth $112,000. Hedge funds and other institutional investors own 90.11% of the company’s stock.

Insiders Place Their Bets

In other Yelp news, CFO David A. Schwarzbach sold 10,000 shares of Yelp stock in a transaction on Wednesday, February 26th. The shares were sold at an average price of $34.80, for a total value of $348,000.00. Following the completion of the transaction, the chief financial officer now owns 242,916 shares of the company’s stock, valued at approximately $8,453,476.80. The trade was a 3.95 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Carmen Amara sold 1,500 shares of the stock in a transaction dated Tuesday, March 4th. The stock was sold at an average price of $33.16, for a total transaction of $49,740.00. Following the sale, the insider now directly owns 107,207 shares in the company, valued at approximately $3,554,984.12. The trade was a 1.38 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 57,727 shares of company stock valued at $2,025,717. Company insiders own 7.40% of the company’s stock.

Yelp Company Profile

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.