YELPCommunication Services · Internet Content & InformationThe 10 Wall Street analysts covering Yelp, Inc. hold a median 12-month price target of $26 — +5.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 76 of 100 as at 15 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Yelp, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (98): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Growth (20): Sales and profits are flat, shrinking, or growing more slowly than they were.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on YELP, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +5.3% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 May 2026 | Morgan Stanley | Maintains | Underweight | $28 → $24 |
| 8 May 2026 | JP Morgan | Maintains | Neutral | $22 → $26 |
| 17 Feb 2026 | Goldman Sachs | Maintains | Neutral | — |
| 17 Feb 2026 | JP Morgan | Maintains | Neutral | — |
| 13 Jan 2026 | Morgan Stanley | Maintains | Underweight | — |
| 11 Dec 2025 | Jefferies | Maintains | Hold | — |
| 10 Nov 2025 | Evercore ISI Group | Maintains | Outperform | — |
| 10 Nov 2025 | JP Morgan | Maintains | Neutral | — |
| 13 Oct 2025 | Evercore ISI Group | Upgrade | Outperform | — |
| 8 Aug 2025 | B of A Securities | Maintains | Underperform | — |
| 22 Apr 2025 | JP Morgan | Maintains | Neutral | — |
| 17 Apr 2025 | Morgan Stanley | Maintains | Underweight | — |
| 13 Jan 2025 | Morgan Stanley | Maintains | Underweight | — |
| 8 Nov 2024 | Baird | Maintains | Neutral | — |
| 14 Oct 2024 | Goldman Sachs | Downgrade | Neutral | — |
| 16 Sept 2024 | B of A Securities | Initiates | Underperform | — |
| 12 Aug 2024 | JP Morgan | Maintains | Neutral | — |
| 23 July 2024 | Morgan Stanley | Maintains | Underweight | — |
| 16 July 2024 | Wolfe Research | Initiates | Peer Perform | — |
| 10 May 2024 | Baird | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. YELP appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 55% of US stocks
Cheaper than 72% of US stocks
Cheaper than 44% of US stocks
Cheaper than 50% of US stocks
Higher than 31% of US stocks
Higher than 16% of US stocks
Higher than 96% of US stocks
Higher than 68% of US stocks
Higher than 67% of US stocks
Higher than 79% of US stocks
Higher than 94% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Yelp, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Yelp's second-quarter earnings surpassed estimates, driven by a near-doubling of other revenues that offset weakness in advertising, while its AI products and Hatch platform gained traction.
Why it matters — The results show Yelp is finding new growth outside its core advertising business, with emerging AI offerings and the Hatch platform starting to contribute meaningfully.
Yelp reported second-quarter revenue growth of 1% year over year, increasing investment in AI-driven products, data licensing, and lead-management offerings while navigating what executives described as a challenging environment for local businesses.
Why it matters — The item signals how Yelp is directing investment into AI, data licensing, and lead-management tools amid modest revenue growth and a difficult operating backdrop for its local-business customers.
Seeking Alpha maintains a negative stance on Yelp (YELP), noting the stock surged ~10% after Q2 earnings but remains down ~10% year-to-date. The author argues that Yelp's recent guidance boost does not address broader concerns about the company's quality and value.
Why it matters — YELP watchers would care because the article reflects persistent skepticism about the company's quality and valuation despite a post-earnings rebound.
Yelp Inc. held its Q2 2026 earnings call, and the transcript of that call has been published by Seeking Alpha. The excerpt provides only the transcript's availability and does not include financial results or commentary.
Why it matters — YELP watchers would care because the earnings call transcript offers detailed management discussion of the company's quarterly performance and outlook.
Zacks Investment Research examines Yelp's Q2 earnings for the quarter ended June 2026, looking at how its revenue and EPS compare with Wall Street estimates and year-ago figures beyond the headline numbers. The report reviews key metrics to assess how the business performed during the period.
Why it matters — YELP watchers would gain insight into whether the company met analyst expectations on core financial metrics, informing their view of the company's quarterly performance.
The 10 Wall Street analysts covering Yelp, Inc. have a median 12-month price target of $26, with estimates ranging from $21 to $30. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 10 analysts covering Yelp, Inc., 2 rate it a Buy, 6 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Yelp, Inc. 76 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Yelp, Inc. ranks 76 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (98 of 100).
No one can know that. What the data says: the median 12-month target from 10 analysts implies +5.3% from the last close, and Ticker Nerd's factor model ranks Yelp, Inc. 76 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Yelp, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for YELP are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $21 to $30 over the next 12 months.
Yelp, Inc. returned -20.7% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Yelp Inc. operates as a local business directory service and review forum, connecting consumers with local businesses in the United States and internationally.
The most recent item we track (Zacks Investment Research, 10 Aug 2026): "YELP Q2 Earnings Beat Estimates as Other Revenues Surge". Yelp's second-quarter earnings surpassed estimates, driven by a near-doubling of other revenues that offset weakness in advertising, while its AI products and Hatch platform gained traction.
Yelp Inc. operates as a local business directory service and review forum, connecting consumers with local businesses in the United States and internationally. Its primary function is to bridge the gap between potential customers and local businesses through user-generated reviews, photos, and ratings. The platform is particularly prominent in sectors like hospitality, retail, food services, and entertainment, providing valuable insights into service quality and customer satisfaction. Yelp also offers business owners analytical tools to engage customers, track performance, and advertise their services. Headquartered in San Francisco, California, Yelp Inc. plays a pivotal role in digital marketing for small-to-medium-sized enterprises by enhancing their visibility and credibility in the competitive online marketplace. This makes Yelp an influential player in shaping consumer behavior and facilitating informed purchasing decisions.
CEO Mr. Jeremy Stoppelman · 5,168 employees · United States · https://www.yelp.com