Brokers Issue Forecasts for Yelp’s Q4 Earnings (NYSE:YELP)

Yelp Inc. (NYSE:YELP) – Equities researchers at Zacks Research lifted their Q4 2025 earnings per share (EPS) estimates for shares of Yelp in a report issued on Thursday, March 6th. Zacks Research analyst R. Department now expects that the local business review company will earn $0.63 per share for the quarter, up from their prior forecast of $0.56. The consensus estimate for Yelp’s current full-year earnings is $2.22 per share. Zacks Research also issued estimates for Yelp’s Q1 2026 earnings at $0.42 EPS.

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

YELP has been the subject of a number of other reports. StockNews.com upgraded Yelp from a “buy” rating to a “strong-buy” rating in a research report on Monday, November 11th. Evercore ISI upgraded Yelp to a “hold” rating in a report on Monday, November 11th. Finally, Morgan Stanley lifted their price target on Yelp from $34.00 to $35.00 and gave the stock an “underweight” rating in a research report on Monday, January 13th. Two equities research analysts have rated the stock with a sell rating, six have issued a hold rating, one has given a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $37.17.

Yelp Stock Up 0.2 %

NYSE:YELP opened at $35.23 on Monday. The business’s 50-day moving average price is $38.27 and its 200 day moving average price is $36.66. The firm has a market cap of $2.32 billion, a P/E ratio of 18.35, a PEG ratio of 0.76 and a beta of 1.40. Yelp has a 52-week low of $32.56 and a 52-week high of $41.72.

Insider Buying and Selling

In related news, CTO Sam Eaton sold 21,989 shares of the stock in a transaction that occurred on Friday, February 21st. The stock was sold at an average price of $35.70, for a total transaction of $785,007.30. Following the completion of the transaction, the chief technology officer now directly owns 153,159 shares of the company’s stock, valued at approximately $5,467,776.30. This represents a 12.55 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Craig Saldanha sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, December 23rd. The shares were sold at an average price of $37.99, for a total value of $37,990.00. Following the completion of the sale, the insider now directly owns 183,558 shares of the company’s stock, valued at approximately $6,973,368.42. The trade was a 0.54 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 67,727 shares of company stock worth $2,480,517. 7.40% of the stock is owned by corporate insiders.

Institutional Trading of Yelp

Hedge funds have recently made changes to their positions in the business. FMR LLC lifted its position in shares of Yelp by 13.7% in the third quarter. FMR LLC now owns 654,059 shares of the local business review company’s stock valued at $22,944,000 after buying an additional 78,585 shares during the last quarter. Pacer Advisors Inc. lifted its position in shares of Yelp by 1.8% in the third quarter. Pacer Advisors Inc. now owns 2,743,899 shares of the local business review company’s stock valued at $96,256,000 after buying an additional 48,363 shares during the last quarter. Barclays PLC lifted its position in shares of 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 buying an additional 124,561 shares during the last quarter. FORA Capital LLC acquired a new stake in shares of Yelp in the third quarter valued at approximately $732,000. Finally, Algert Global LLC lifted its position in shares of Yelp by 7.5% in the third quarter. Algert Global LLC now owns 204,077 shares of the local business review company’s stock valued at $7,159,000 after buying an additional 14,213 shares during the last quarter. 90.11% of the stock is owned by institutional investors and hedge funds.

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.