Brokers Issue Forecasts for Yelp’s Q1 Earnings (NYSE:YELP)

Yelp Inc. (NYSE:YELP) – Equities researchers at Zacks Research increased their Q1 2025 earnings per share (EPS) estimates for Yelp in a research report issued on Thursday, March 6th. Zacks Research analyst R. Department now anticipates that the local business review company will post earnings per share of $0.30 for the quarter, up from their prior forecast of $0.28. The consensus estimate for Yelp’s current full-year earnings is $2.22 per share. Zacks Research also issued estimates for Yelp’s Q2 2025 earnings at $0.56 EPS, Q3 2025 earnings at $0.61 EPS, FY2025 earnings at $2.11 EPS, Q2 2026 earnings at $0.67 EPS, Q3 2026 earnings at $0.70 EPS, Q4 2026 earnings at $0.71 EPS, FY2026 earnings at $2.49 EPS and FY2027 earnings at $2.59 EPS.

Yelp (NYSE:YELP) last posted its quarterly earnings data on Thursday, February 13th. The local business review company reported $0.62 EPS for the quarter, topping analysts’ consensus estimates of $0.53 by $0.09. The firm had revenue of $361.95 million during the quarter, compared to analysts’ expectations of $350.73 million. Yelp had a return on equity of 18.07% and a net margin of 9.41%.

Other analysts have also recently issued research reports about the company. Morgan Stanley lifted their price objective on Yelp from $34.00 to $35.00 and gave the stock an “underweight” rating in a research report on Monday, January 13th. Evercore ISI raised Yelp to a “hold” rating in a research note on Monday, November 11th. Finally, StockNews.com raised Yelp from a “buy” rating to a “strong-buy” rating in a research note on Monday, November 11th. Two analysts have rated the stock with a sell rating, six have issued a hold rating, one has given a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat, Yelp has a consensus rating of “Hold” and a consensus price target of $37.17.

Yelp Trading Up 3.4 %

Yelp stock opened at $35.11 on Friday. The stock has a market cap of $2.31 billion, a PE ratio of 18.29, a P/E/G ratio of 0.76 and a beta of 1.40. The stock has a 50-day moving average price of $38.27 and a 200 day moving average price of $36.65. Yelp has a 52 week low of $32.56 and a 52 week high of $41.72.

Insider Activity

In related news, insider Craig Saldanha sold 1,000 shares of the firm’s stock in a transaction dated Monday, December 23rd. The stock was sold at an average price of $37.99, for a total transaction of $37,990.00. Following the sale, the insider now directly owns 183,558 shares in the company, valued at approximately $6,973,368.42. This trade represents a 0.54 % decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Carmen Amara sold 1,500 shares of Yelp stock in a transaction that occurred on Tuesday, March 4th. The stock was sold at an average price of $33.16, for a total value of $49,740.00. Following the sale, the insider now owns 107,207 shares in the company, valued at $3,554,984.12. This represents a 1.38 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 56,489 shares of company stock valued at $2,087,187 in the last three months. Corporate insiders own 7.40% of the company’s stock.

Institutional Investors Weigh In On Yelp

A number of institutional investors have recently made changes to their positions in the company. Ameriprise Financial Inc. boosted its position in Yelp by 375.2% during the 4th quarter. Ameriprise Financial Inc. now owns 1,331,835 shares of the local business review company’s stock valued at $51,542,000 after purchasing an additional 1,051,588 shares during the period. LSV Asset Management boosted its position in Yelp by 163.4% during the 4th quarter. LSV Asset Management now owns 853,867 shares of the local business review company’s stock worth $33,045,000 after acquiring an additional 529,667 shares during the period. Arrowstreet Capital Limited Partnership boosted its position in Yelp by 16.1% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 1,845,575 shares of the local business review company’s stock worth $71,424,000 after acquiring an additional 255,775 shares during the period. JPMorgan Chase & Co. boosted its position in Yelp by 70.7% during the 4th quarter. JPMorgan Chase & Co. now owns 601,632 shares of the local business review company’s stock worth $23,283,000 after acquiring an additional 249,231 shares during the period. Finally, Assenagon Asset Management S.A. boosted its position in Yelp by 87.0% during the 4th quarter. Assenagon Asset Management S.A. now owns 507,990 shares of the local business review company’s stock worth $19,659,000 after acquiring an additional 236,400 shares during the period. 90.11% of the stock is currently owned by institutional investors.

About Yelp

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.