Zacks Research Has Bullish Forecast for Yelp Q4 Earnings

Yelp Inc. (NYSE:YELP - Free Report) - Stock analysts at Zacks Research increased their Q4 2025 earnings per share (EPS) estimates for Yelp in a note issued to investors on Thursday, March 6th. Zacks Research analyst R. Department now forecasts that the local business review company will post earnings of $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 - Get Free Report) last issued its earnings results on Thursday, February 13th. The local business review company reported $0.62 EPS for the quarter, topping the consensus estimate of $0.53 by $0.09. The firm had revenue of $361.95 million during the quarter, compared to the consensus estimate of $350.73 million. Yelp had a return on equity of 18.07% and a net margin of 9.41%.

Several other analysts have also recently weighed in on YELP. Evercore ISI upgraded Yelp to a "hold" rating in a report on Monday, November 11th. Morgan Stanley increased their price target on Yelp from $34.00 to $35.00 and gave the stock an "underweight" rating in a report on Monday, January 13th. Finally, StockNews.com upgraded Yelp from a "buy" rating to a "strong-buy" rating in a report on Monday, November 11th. Two equities research analysts have rated the stock with a sell rating, six have assigned a hold rating, one has given a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat.com, Yelp presently has a consensus rating of "Hold" and a consensus target price of $37.17.

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Yelp Trading Up 3.4 %

Shares of NYSE YELP opened at $35.11 on Monday. The company has a market cap of $2.31 billion, a price-to-earnings ratio of 18.29, a PEG ratio of 0.76 and a beta of 1.40. The stock has a 50-day moving average price of $38.27 and a two-hundred day moving average price of $36.66. Yelp has a 12 month low of $32.56 and a 12 month high of $41.72.

Hedge Funds Weigh In On Yelp

A number of large investors have recently modified their holdings of YELP. Universal Beteiligungs und Servicegesellschaft mbH bought a new stake in shares of Yelp in the 4th quarter worth approximately $4,368,000. Jefferies Financial Group Inc. purchased a new stake in Yelp during the fourth quarter valued at $240,000. Mackenzie Financial Corp grew its holdings in Yelp by 57.2% during the fourth quarter. Mackenzie Financial Corp now owns 97,963 shares of the local business review company's stock valued at $3,791,000 after purchasing an additional 35,642 shares during the period. Vise Technologies Inc. bought a new position in shares of Yelp in the fourth quarter worth about $236,000. Finally, McIlrath & Eck LLC bought a new position in shares of Yelp in the fourth quarter worth about $63,000. 90.11% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Yelp

In other Yelp news, insider Carmen Amara sold 1,500 shares of the firm's stock in a transaction dated Tuesday, March 4th. The stock was sold at an average price of $33.16, for a total value of $49,740.00. Following the completion of the transaction, the insider now owns 107,207 shares in the company, valued at $3,554,984.12. This trade represents a 1.38 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Craig Saldanha sold 1,000 shares of the firm's stock in a transaction dated 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 in the company, valued at approximately $6,973,368.42. The trade was a 0.54 % decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 56,489 shares of company stock worth $2,087,187. 7.40% of the stock is owned by company insiders.

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.

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