YELP stock forecast, quote, news & analysis
Yelp Inc operates in the online content market based in the United States... Show more
Yelp Inc. (YELP) Stock Analysis: AI Partnerships and Voice Technology Reshape the Growth Narrative
Key Takeaways
- YELP shares traded at $26.25 as of July 30, 2026, reflecting a modest gain of approximately 7% over the trailing 30-day period from the June 30 close of $24.52.
- The stock moved sharply in late July after Yelp confirmed a content-licensing agreement with OpenAI, embedding its reviews and business data into ChatGPT responses for local queries.
- Yelp Host, the company's voice AI solution for restaurants, surpassed 1 million calls handled and expanded into food ordering and OpenTable integration, marking a significant product milestone.
- Core advertising revenue remains under pressure, with restaurant and retail ad revenue declining 11% year-over-year in Q1 2026, while "other" revenue grew 75% driven by Hatch, data licensing, and food ordering.
- Yelp is scheduled to report Q2 2026 earnings on August 6, 2026, with consensus expectations of $0.36 EPS and revenue guidance of $363–$368 million.
Current Market Snapshot
Yelp Inc. (YELP) shares have exhibited a moderate upward bias over the past 30 days, rising from $24.52 on June 30 to $26.25 by July 30, 2026—a gain of roughly 7%. The move places the stock within a recovery channel that began after a steep mid-May selloff, when shares briefly touched the $21 level. Over the broader quarter, YELP remains down approximately 5% from its April 30 close of $27.60, reflecting ongoing tension between promising AI-driven product momentum and persistent weakness in the company's legacy advertising business. The stock currently sits below its 200-day moving average of approximately $25.41 but has reclaimed its 50-day moving average near $24.02, suggesting improving near-term technical sentiment. With a market capitalization of roughly $1.4 billion and a price-to-earnings ratio near 12, YELP trades at a discount to many internet platform peers, though analyst consensus remains cautious with a "Reduce" rating and an average price target near $27.88.
Yelp Inc. (YELP) Business Overview and Competitive Position
Yelp operates a community-driven digital platform that connects consumers with local businesses through user-generated reviews, ratings, photos, and detailed business information. Founded in 2004 and headquartered in San Francisco, the company has built a database of over 265 million reviews spanning restaurants, home services, healthcare, automotive, and numerous other categories. Yelp generates revenue primarily through cost-per-click advertising products (Yelp Ads), multi-location advertising solutions, and enhanced business profile features. An increasingly important revenue stream comes from its "other" category, which includes transaction-based food ordering via its DASH (DoorDash) partnership, the Hatch customer engagement platform, and data licensing agreements with major platforms including AAPL (Apple Maps), AMZN (Alexa), and MSFT (Bing). Yelp's competitive moat lies in its vast repository of authentic, human-generated content—an asset that has gained strategic value as AI platforms increasingly seek verified local data to power their models and search experiences.
Recent Developments Driving YELP
The most significant catalyst in the past 30 days was Yelp's disclosure of a content-licensing deal with OpenAI, reported on July 23. The agreement embeds Yelp's reviews, ratings, photos, and business details directly into ChatGPT responses, complete with Yelp branding, back-links, and access to the "Request a Quote" feature. The deal is non-exclusive, leaving Yelp free to pursue similar agreements across the AI ecosystem. CEO Jeremy Stoppelman has framed these partnerships as a way to transform AI chatbots from competitive threats into distribution engines, mirroring strategies employed by platforms like RDDT (Reddit).
Days later, on July 28, Yelp announced that Yelp Host—its AI-powered voice agent for restaurants—had handled more than 1 million calls, growing at an average rate of 38% month-over-month since its October 2025 launch. The company also unveiled over a dozen product updates, including OpenTable integration for automated reservation management, native food ordering for pickup, and support for 16 new languages. These features expand Yelp Host's addressable market to counter-service and quick-service restaurants for the first time, at a starting price of $249 per month with zero commission fees.
On the financial front, Yelp's Q1 2026 results, reported on May 7, showed EPS of $0.30 beating estimates by $0.04 on revenue of $361 million. However, core restaurant and retail advertising revenue declined 11% year-over-year, and ad clicks fell 10%, underscoring the challenging local-business advertising environment. The company repurchased $125 million in shares during Q1 at an average price of $24.58, reducing diluted shares outstanding by 12% year-over-year. Insider selling activity, including transactions by Chief People Officer Amara Carmen and CFO David Schwarzbach under pre-arranged 10b5-1 plans, has also drawn investor attention.
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2026 Outlook and What Investors Should Watch
Yelp's Q2 2026 earnings release, scheduled for August 6, will be the most immediate event for investors to monitor. The company previously guided Q2 revenue of $363–$368 million and adjusted EBITDA of $70–$75 million, with consensus EPS estimates at $0.36. Beyond the headline numbers, attention will focus on whether core advertising revenue stabilizes, the pace of "other" revenue growth, and any updates to the full-year guidance. Yelp has set an ambitious target of reaching a $250 million annual run rate in other revenue by the end of 2028, more than double the current trajectory.
Key themes to watch throughout 2026 include the expansion and monetization of AI-related products—particularly Yelp Host and the OpenAI partnership—as well as the integration of the Hatch acquisition. Macroeconomic conditions affecting small and local business advertising budgets remain a risk factor, as does the evolving competitive landscape in AI-powered local search. Yelp's aggressive share buyback program, with $414 million remaining under its authorization, may continue to provide support for the stock. Investors should also track whether the company's data licensing strategy secures additional AI platform partnerships beyond the existing OpenAI, META, and legacy tech agreements, as each new deal could incrementally expand Yelp's role in the AI ecosystem.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
YELP in upward trend: price may ascend as a result of having broken its lower Bollinger Band on July 22, 2026
YELP may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In of 38 cases where YELP's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are .
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on July 31, 2026. You may want to consider a long position or call options on YELP as a result. In of 100 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .
The Moving Average Convergence Divergence (MACD) for YELP just turned positive on July 29, 2026. Looking at past instances where YELP's MACD turned positive, the stock continued to rise in of 48 cases over the following month. The odds of a continued upward trend are .
YELP moved above its 50-day moving average on July 01, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for YELP crossed bullishly above the 50-day moving average on July 07, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In of 18 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where YELP advanced for three days, in of 290 cases, the price rose further within the following month. The odds of a continued upward trend are .
The Aroon Indicator entered an Uptrend today. In of 153 cases where YELP Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .
Bearish Trend Analysis
The 10-day RSI Indicator for YELP moved out of overbought territory on July 08, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 28 similar instances where the indicator moved out of overbought territory. In of the 28 cases, the stock moved lower in the following days. This puts the odds of a move lower at .
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In of 66 cases where YELP's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are .
Following a 3-day decline, the stock is projected to fall further. Considering past instances where YELP declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.303) is normal, around the industry mean (5.596). P/E Ratio (12.124) is within average values for comparable stocks, (33.361). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (32.452). Dividend Yield (0.000) settles around the average of (0.045) among similar stocks. P/S Ratio (1.136) is also within normal values, averaging (70.537).
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. YELP’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating that the returns do not compensate for the risks. YELP’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 95, placing this stock worse than average.
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General Information
a company that hosts an online database of user generated reviews of local businesses
Industry InternetSoftwareServices