Zacks Research Has Negative Outlook for Yelp Q2 Earnings

Yelp Inc. (NYSE:YELP - Free Report) - Stock analysts at Zacks Research reduced their Q2 2025 EPS estimates for Yelp in a research note issued to investors on Thursday, May 29th. Zacks Research analyst R. Department now anticipates that the local business review company will post earnings of $0.46 per share for the quarter, down from their prior estimate 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 Q2 2026 earnings at $0.54 EPS, Q3 2026 earnings at $0.57 EPS and FY2026 earnings at $2.21 EPS.

Yelp (NYSE:YELP - Get Free Report) last issued its quarterly earnings data on Thursday, May 8th. The local business review company reported $0.36 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.31 by $0.05. Yelp had a net margin of 9.41% and a return on equity of 18.07%. The firm had revenue of $358.53 million during the quarter, compared to analysts' expectations of $353.48 million. During the same quarter in the previous year, the company earned $0.20 earnings per share. The business's revenue for the quarter was up 7.7% on a year-over-year basis.

Other research analysts have also recently issued reports about the company. JPMorgan Chase & Co. reduced their price target on Yelp from $36.00 to $35.00 and set a "neutral" rating for the company in a research report on Tuesday, April 22nd. Morgan Stanley cut their price objective on Yelp from $35.00 to $30.00 and set an "underweight" rating for the company in a report on Thursday, April 17th. Two research analysts have rated the stock with a sell rating, five have issued a hold rating and one has given a strong buy rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Hold" and a consensus target price of $34.00.

Yelp Trading Down 1.8%

Shares of YELP stock traded down $0.67 on Monday, hitting $36.78. 1,122,201 shares of the stock were exchanged, compared to its average volume of 742,389. The firm has a market capitalization of $2.35 billion, a P/E ratio of 19.16, a price-to-earnings-growth ratio of 0.76 and a beta of 0.99. The business has a 50-day moving average of $36.30 and a 200 day moving average of $37.37. Yelp has a fifty-two week low of $32.29 and a fifty-two week high of $41.72.

Insider Activity

In other Yelp news, CTO Sam Eaton sold 12,904 shares of the firm's stock in a transaction on Thursday, May 22nd. The shares were sold at an average price of $38.18, for a total value of $492,674.72. Following the transaction, the chief technology officer now directly owns 145,064 shares of the company's stock, valued at approximately $5,538,543.52. This trade represents a 8.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO David A. Schwarzbach sold 10,000 shares of the firm's stock in a transaction on Tuesday, May 27th. The shares were sold at an average price of $38.20, for a total value of $382,000.00. Following the transaction, the chief financial officer now owns 219,654 shares in the company, valued at approximately $8,390,782.80. This trade represents a 4.35% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 56,789 shares of company stock valued at $2,086,016. 8.00% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Yelp

Hedge funds have recently modified their holdings of the stock. Allworth Financial LP raised its holdings in shares of Yelp by 82.5% in the 4th quarter. Allworth Financial LP now owns 637 shares of the local business review company's stock worth $25,000 after purchasing an additional 288 shares during the period. Avion Wealth raised its stake in shares of Yelp by 1,963.6% in the fourth quarter. Avion Wealth now owns 908 shares of the local business review company's stock valued at $35,000 after buying an additional 864 shares during the period. Fifth Third Bancorp raised its stake in shares of Yelp by 76.5% in the fourth quarter. Fifth Third Bancorp now owns 1,094 shares of the local business review company's stock valued at $42,000 after buying an additional 474 shares during the period. Farther Finance Advisors LLC raised its stake in shares of Yelp by 307.4% in the first quarter. Farther Finance Advisors LLC now owns 1,096 shares of the local business review company's stock valued at $42,000 after buying an additional 827 shares during the period. Finally, Bank Julius Baer & Co. Ltd Zurich bought a new stake in Yelp in the 1st quarter valued at about $52,000. Institutional investors own 90.11% of the company's stock.

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.