YELP — Yelp Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates YELP Bearish with a Setup Score of 64, net conviction 45, actionability 90. How the Setup Score works →

Total Setup Score64
Directional BiasBearish
Net Conviction45
Actionability90 (in range)

Key signals behind this score

About Yelp Inc

Yelp Inc. operates a platform that connects consumers with local businesses in the United States and internationally. Its 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. It provides free and paid advertising products to businesses, which include cost-per-click advertising and multi-l… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$25.81
Market Cap$1.41B
Float53.2M
Shares Outstanding55.0M
P/E (Forward)14.75
P/E (TTM)11.72
Price/Sales (TTM)0.96
vs. Analyst Target+3.5% to analyst PT
Profit Margin9.47%
Operating Margin (TTM)9.02%
Revenue (TTM)$1.47B
Earnings Growth (YoY)-16.70%
Dividend RateNone
Analyst Target Price$26.71 (12 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $873M -$19.4M $816M $15.7M
2021 $1.03B $39.7M $954M $127M
2022 $1.19B $36.3M $1.09B $163M
2023 $1.34B $99.2M $1.22B $175M
2024 $1.41B $133M $1.29B $238M
2025 $1.46B $146M $1.32B $265M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $370M $44.1M
Sep 2025 $376M $39.3M
Dec 2025 $360M $37.8M
Mar 2026 $361M $17.7M

Ownership & Float

Insider Ownership6.4%
Institutional Ownership116.6%
Short Float15.4%
% of All Funds Holding3.50%
Number of Funds Holding288

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$23.95Near-term / short-term trend
Weekly40-Week SMA$26.81Medium-term trend
Weekly80-Week SMA$31.05Cyclical trend (business cycle)
Weekly200-Week SMA$34.43Secular trend (multi-year)
Monthly10-Month SMA$26.74Near-term monthly trend
Monthly20-Month SMA$31.11Medium-term monthly trend
Monthly40-Month SMA$34.98Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$28.10 resistance 1.19x 1 months ago
$21.80 support 1.37x 3 months ago
$30.40 resistance 1.07x 5 months ago
$32.90 resistance 1.18x 7 months ago
$34.10 resistance 1.31x 10 months ago

Historical Earnings Reactions (57 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.20% 0.66% 52.63% 21.36% -31.98%
1 Day -1.13% -2.59% 38.60% 27.67% -26.60%
1 Week -1.35% -3.23% 42.11% 36.72% -25.84%
2 Weeks -1.28% -2.72% 35.09% 46.39% -33.76%
1 Month 0.19% -1.19% 46.43% 40.39% -60.38%

Next earnings: August 6, 2026 (23 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-0.1%50.0%14
Feb-2.9%28.6%14
Mar-3.1%50.0%14
Apr1.1%60.0%15
May-1.1%46.7%15
Jun6.1%60.0%15
Jul0.2%57.1%14
Aug8.1%57.1%14
Sep1.4%50.0%14
Oct-1.9%50.0%14
Nov1.6%42.9%14
Dec1.2%64.3%14

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.09% 49.6% 678
Tuesday 0.10% 51.1% 741
Wednesday 0.13% 50.0% 738
Thursday 0.01% 49.0% 725
Friday 0.12% 50.4% 722

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 116.6%

Insider Transactions — Smart Summary

Total insider ownership: 6.4%

Founder-led management: Jeremy Stoppelman (Co-Founder, Chief Executive Officer and Director)

12-Month Insider Activity Summary

Total Filings48
Net Value-$9.4M
Net Shares Change-7,686
% of Float-0.0%
C-Suite Filings45
Clusters Detected6

Key Insiders

NameTitleNet ValueFilingsActivity
Barone Christine -$805,840.68 2 N/A
Amara Carmen Chief People Officer -$787,230.538 2 N/A
Schwarzbach David A Chief Financial Officer -$536,665.47 2 N/A
Nachman Joseph R Chief Operating Officer -$397,950.81 2 N/A
Stoppelman Jeremy Chief Executive Officer -$323,843.78 1 N/A
Jedda Dan -$30,773.28 1 N/A

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-08-25 – 2025-09-05 5 4 -$809,177.617 5 C-suite
2025-10-01 – 2025-10-15 3 3 -$595,785.9 3 C-suite
2025-10-27 – 2025-11-07 3 3 -$314,222.4 3 C-suite
2025-11-25 – 2025-12-08 7 6 -$1.2M 6 C-suite
2026-02-04 – 2026-02-10 3 3 -$527,123.38 3 C-suite
2026-02-24 – 2026-03-06 3 3 -$117,360.09 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-07-06 Amara Carmen Chief People Officer -$664,716.688 Transaction at $26.88, now -4.0%
2026-06-03 Barone Christine -$355,840.68 Transaction at $22.95, now +12.5%
2026-02-05 Stoppelman Jeremy Chief Executive Officer -$323,843.78 Transaction at $22.92, now +12.6%
2026-07-02 Nachman Joseph R Chief Operating Officer -$337,500 Transaction at $25.00, now +3.2%
2026-05-22 Amara Carmen Chief People Officer -$122,513.85 Transaction at $22.41, now +15.2%
2026-04-17 Schwarzbach David A Chief Financial Officer -$199,471.5 Transaction at $26.60, now -3.0%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Yelp Inc (YELP) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for YELP on Trend Edge →