Brokers Set Expectations for Yelp’s Q1 Earnings (NYSE:YELP)

Yelp Inc. (NYSE:YELP) – Zacks Research lifted their Q1 2025 earnings per share estimates for shares of Yelp in a research report issued on Thursday, March 6th. Zacks Research analyst R. Department now forecasts that the local business review company will earn $0.30 per share for the quarter, up from their prior estimate of $0.28. The consensus estimate for Yelp’s current full-year earnings is $2.22 per share. Zacks Research also issued estimates for Yelp’s Q2 2025 earnings at $0.56 EPS, Q3 2025 earnings at $0.61 EPS, FY2025 earnings at $2.11 EPS, Q2 2026 earnings at $0.67 EPS, Q3 2026 earnings at $0.70 EPS, Q4 2026 earnings at $0.71 EPS, FY2026 earnings at $2.49 EPS and FY2027 earnings at $2.59 EPS.

Yelp (NYSE:YELP) last issued its earnings results on Thursday, February 13th. The local business review company reported $0.62 earnings per share (EPS) 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 business had revenue of $361.95 million during the quarter, compared to analysts’ expectations of $350.73 million.

A number of other equities research analysts have also recently weighed in on YELP. Evercore ISI raised Yelp to a “hold” rating in a report on Monday, November 11th. Robert W. Baird dropped their price target on Yelp from $39.00 to $37.00 and set a “neutral” rating for the company in a report on Friday, November 8th. StockNews.com raised Yelp from a “buy” rating to a “strong-buy” rating in a report on Monday, November 11th. Finally, Morgan Stanley raised their price target on Yelp from $34.00 to $35.00 and gave the company an “underweight” rating in a report on Monday, January 13th. Two analysts have rated the stock with a sell rating, six have given a hold rating, one has issued a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat.com, Yelp presently has a consensus rating of “Hold” and a consensus price target of $37.17.

Yelp Price Performance

YELP stock opened at $33.95 on Friday. The business has a fifty day moving average price of $38.45 and a 200 day moving average price of $36.64. Yelp has a fifty-two week low of $32.56 and a fifty-two week high of $41.72. The stock has a market capitalization of $2.23 billion, a price-to-earnings ratio of 17.68, a P/E/G ratio of 0.76 and a beta of 1.33.

Insider Activity

In other news, insider Carmen Amara sold 1,500 shares of the firm’s stock in a transaction on Tuesday, March 4th. The stock was sold at an average price of $33.16, for a total value of $49,740.00. Following the transaction, the insider now directly owns 107,207 shares in the company, valued at $3,554,984.12. This trade represents a 1.38 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO David A. Schwarzbach sold 10,000 shares of the firm’s stock in a transaction on Monday, December 16th. The stock was sold at an average price of $39.72, for a total value of $397,200.00. Following the completion of the transaction, the chief financial officer now owns 201,988 shares in the company, valued at $8,022,963.36. This represents a 4.72 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 56,489 shares of company stock valued at $2,087,187. Company insiders own 7.40% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Asset Management One Co. Ltd. boosted its position in shares of Yelp by 16.9% in the 4th quarter. Asset Management One Co. Ltd. now owns 1,815 shares of the local business review company’s stock worth $70,000 after purchasing an additional 263 shares during the last quarter. Allworth Financial LP lifted its holdings in Yelp by 82.5% during the fourth quarter. Allworth Financial LP now owns 637 shares of the local business review company’s stock worth $25,000 after acquiring an additional 288 shares in the last quarter. State of Wyoming lifted its holdings in Yelp by 3.5% during the fourth quarter. State of Wyoming now owns 9,030 shares of the local business review company’s stock worth $349,000 after acquiring an additional 307 shares in the last quarter. Summit Investment Advisors Inc. lifted its holdings in Yelp by 5.3% during the fourth quarter. Summit Investment Advisors Inc. now owns 6,767 shares of the local business review company’s stock worth $262,000 after acquiring an additional 341 shares in the last quarter. Finally, Martingale Asset Management L P lifted its holdings in Yelp by 0.8% during the fourth quarter. Martingale Asset Management L P now owns 60,697 shares of the local business review company’s stock worth $2,349,000 after acquiring an additional 457 shares in the last quarter. 90.11% of the stock is currently owned by institutional investors.

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.