Market Cap
$1.0B
YELP
YELP INC
$18.26 ▲ +0.83%
Prev close $18.11Market cap$1.0B
12-mo target$25.13 (+37.6%)
Insider Selling Cluster (3 insiders)18 New Institutional Positions23 Institutional Exits Services
Snapshot
The big-picture read on YELP right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Inst. Holders
50 funds
Inst. Value
$1.1B
Inst. Activity
18 buys / 23 sells
Insider Activity
$0.00 buy / $2.6M sell
Insider Net $
-$2.6M
SEC Reports
16
Price chart 30d -17.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Event
Yelp Inc. v. Google LLC
Court ruling (cand) — Docket: 5:24-cv-06101
Sep 29, 2026 short_volume
Sep 11, 2026 SEC Short Volume: YELP — 64.2% short (0.4M / 0.6M)
Short: 407,240 | Exempt: 1,416 | TRF Vol: 633,925 | Short Ratio: 64.2% | Off-exchange volume (dark p
This is a stipulated order in Yelp's antitrust case against Google, extending the deadline for complex data production f
COURT-RULING — Impact 2/10
Sep 1, 2026 Insider
Aug 25, 2026 SEC Amara Carmen sold 500 shares
Chief People Officer @ $22.14 ($11.1K)
Two C-suite insiders at YELP (CFO and CTO) sold a combined $294K in open-market sales over a 4-day window, representing
CLUSTER — Impact 2/10
Aug 24, 2026 Insider
Levy Alexander Coleman sold 3,829 shares
Chief Technology Officer @ $23.40 ($89.6K)
Aug 21, 2026 Insider
Jul 7, 2026 SEC Schwarzbach David A sold 8,809 shares
Chief Financial Officer @ $23.19 ($204.3K)
Two YELP insiders (COO and Chief People Officer) sold a combined $150K in open-market sales over a 7-day window. The clu
CLUSTER — Impact 2/10
Analyst ratings buy % +8.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| May 15, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| May 8, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 2 | 9 | 3 | 2 | 13% | |
| Aug 1, 2026 | 0 | 2 | 9 | 3 | 2 | 13% | |
| Jul 1, 2026 | 0 | 2 | 8 | 3 | 2 | 13% | |
| Jun 1, 2026 | 0 | 2 | 9 | 3 | 2 | 13% | |
| May 1, 2026 | 0 | 2 | 10 | 3 | 2 | 12% | |
| Apr 1, 2026 | 0 | 2 | 10 | 3 | 2 | 12% | |
| Mar 1, 2026 | 0 | 2 | 10 | 3 | 2 | 12% | |
| Feb 1, 2026 | 0 | 2 | 10 | 3 | 2 | 12% |
Price targets
Where 8 covering analysts think YELP trades over the next 12 months.
$25.13 +37.6% upside Strong Buy
Current$18.26 Low$19.00 Median$25.00 High$30.00 8 analysts
$19.00$30.00
Analyst rating None as of Oct 3, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
16 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 15 neutral · avg impact 2.6/10.
NEUTRALCOURT-RULING2/10
This is a stipulated order in Yelp's antitrust case against Google, extending the deadline for compl
Sep 11, 2026
NEUTRALCLUSTER2/10
Two C-suite insiders at YELP (CFO and CTO) sold a combined $294K in open-market sales over a 4-day w
Aug 25, 2026
NEUTRALCLUSTER2/10
Two YELP insiders (COO and Chief People Officer) sold a combined $150K in open-market sales over a 7
Jul 7, 2026
BULLISHCOURT-RULING6/10
Yelp won partial summary judgment in its antitrust case against Google, with the court granting issu
Jul 6, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
Enforcement
Yelp Inc. v. Google LLC
Court ruling (cand) — Docket: 5:24-cv-06101
Sep 29, 2026
short_volume
Short Volume: YELP — 64.2% short (0.4M / 0.6M)
Short: 407,240 | Exempt: 1,416 | TRF Vol: 633,925 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: YELP — 64.2% short (0.3M / 0.5M)
Short: 332,390 | Exempt: 821 | TRF Vol: 517,427 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: YELP — 65.9% short (0.4M / 0.7M)
Short: 436,299 | Exempt: 29 | TRF Vol: 661,891 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: YELP — 75.1% short (0.4M / 0.6M)
Short: 436,933 | Exempt: 395 | TRF Vol: 582,069 | Short Ratio: 75.1% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.43 | $0.30–$0.55 | -30.3% | +6.3% | 0↑ 5↓ | $0.4B | 7 |
| Next Q | $0.48 | $0.44–$0.57 | -21.4% | +4.7% | 0↑ 5↓ | $0.4B | 7 |
| Current FY | $1.77 | $1.60–$1.98 | -21.1% | +2.6% | 1↑ 4↓ | $1.5B | 7 |
| Next FY | $2.48 | $2.13–$2.69 | 40.5% | -1.6% | 6↑ 1↓ | $1.5B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.425 | — |
| 7d ago | $0.425 | +0.000 |
| 30d ago | $0.400 | +0.025 |
| 60d ago | $0.577 | -0.152 |
| 90d ago | $0.577 | -0.152 |
Institutional ownership
Which big funds own YELP (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.1B total value (46,008,348 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, DIMENSIONAL. Net selling activity: 23 institutions trimmed/exited vs 18 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,659,418 | $236.8M | 21.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,164,770 | $102.1M | 9.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 3,138,146 | $76.9M | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,362,967 | $57.9M | 5.1% | — |
| STATE STREET CORP | 2,264,536 | $55.5M | 4.9% | — |
| AMERICAN CENTURY COMPANIES INC | 1,857,840 | $45.6M | 4.0% | ADD +46.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,849,722 | $45.4M | 4.0% | — |
| Allianz Asset Management GmbH | 1,507,599 | $37.0M | 3.3% | ADD +26.5% |
| FMR LLC | 1,256,697 | $30.8M | 2.7% | ADD +79.0% |
| MORGAN STANLEY | 1,251,971 | $30.7M | 2.7% | ADD +37.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 702,240 | 1,256,697 | +79.0% | $30.8M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 128,006 | 833,704 | +551.3% | $20.4M |
| Nuveen, LLC | DOUBLED | 136,545 | 416,221 | +204.8% | $10.2M |
| WELLS FARGO & COMPANY/MN | DOUBLED | 36,021 | 255,465 | +609.2% | $6.3M |
| MARSHALL WACE, LLP | ADD | 138,186 | 231,019 | +67.2% | $5.7M |
| FIRST TRUST ADVISORS LP | ADD | 109,876 | 204,557 | +86.2% | $5.0M |
| Point72 Asset Management, L.P. | TRIM | 440,257 | 202,912 | -53.9% | $5.0M |
| D. E. Shaw & Co., Inc. | ADD | 129,250 | 188,652 | +46.0% | $4.6M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 304,127 | 187,931 | -38.2% | $4.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 77,153 | 154,086 | +99.7% | $3.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$2.6M — $0.00 bought, $2.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Amara Carmen | Chief People Officer | SELL | 500 | $22.14 | $11.1K |
| Aug 24, 2026 | Levy Alexander Coleman | Chief Technology Officer | SELL | 3,829 | $23.40 | $89.6K |
| Aug 21, 2026 | Schwarzbach David A | Chief Financial Officer | SELL | 8,809 | $23.19 | $204.3K |
| Aug 20, 2026 | Nachman Joseph R | Chief Operating Officer | TAX W/H | 10,333 | $23.60 | $243.9K |
| Aug 20, 2026 | Schwarzbach David A | Chief Financial Officer | TAX W/H | 10,013 | $23.60 | $236.3K |
| Aug 20, 2026 | Levy Alexander Coleman | Chief Technology Officer | TAX W/H | 2,477 | $23.60 | $58.5K |
| Aug 20, 2026 | Stoppelman Jeremy | Chief Executive Officer | TAX W/H | 20,479 | $23.60 | $483.3K |
| Aug 20, 2026 | Amara Carmen | Chief People Officer | TAX W/H | 4,955 | $23.60 | $116.9K |
| Aug 3, 2026 | Nachman Joseph R | Chief Operating Officer | SELL | 4,500 | $26.91 | $121.1K |
| Jul 2, 2026 | Amara Carmen | Chief People Officer | SELL | 23,233 | $27.00 | $627.3K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for YELP.
Shares short
10,372,166
Settlement Sep 15, 2026
Change vs prior
+12.9%
Semi-monthly cycle
Days to cover
8.1
At avg daily volume
Of shares outstanding
≈19.1%
Estimate — not % of float
All YELP filing & press-release reports (16)
- COURT-RULING reportSep 11, 2026
- CLUSTER reportAug 25, 2026
- CLUSTER reportJul 7, 2026
- COURT-RULING reportJul 6, 2026
- CLUSTER reportJun 9, 2026
- CLUSTER reportJun 9, 2026
- CLUSTER reportJun 9, 2026
- CLUSTER reportJun 9, 2026
- CLUSTER reportJun 9, 2026
- CLUSTER reportJun 9, 2026
- CLUSTER reportJun 9, 2026
- 8-K reportApr 29, 2026
- DEFA14A reportApr 17, 2026
- CLUSTER reportMar 17, 2026
- CLUSTER reportMar 6, 2026
- CLUSTER reportMar 3, 2026