YELP INC
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No enriched coverage for $YELP in the last 7 days.
LegalZoom (LZ), LendingTree (TREE), Yelp (YELP), and Match Group (MTCH) stocks fell 2.9-4.1% amid concerns over Meta's AI assistant Muse disrupting digital marketplaces and advertising revenues. Muse's capabilities, including online shopping, threaten traditional e-commerce platforms. Amazon blocked Muse from its site. LendingTree's shares are highly volatile, down 49.6% YTD.
Yelp Inc. shares rose 2.68% to $21.87 on Monday, nearing 52-week lows. The company's market cap is $1.14B, down 38% YoY. Q2 2026 revenue and EPS beat estimates, but net income fell 28%. Yelp is investing in AI, targeting $250M in data licensing revenue by 2028. Analysts are divided, with a consensus Hold rating and price targets ranging from $24 to $40.
Yelp Inc. (NYSE:YELP) shares rose 2% after integrating OpenAI's GPT-Live-1 into its AI-powered business tools, Yelp Host and Hatch. The integration improves voice interactions for restaurants and service businesses, with Yelp Host handling over 1 million calls since its October 2025 launch. The tools use proprietary data to enhance call handling and lead management.
Recent YELP coverage spans earnings, market movers and technology.
In the last 30 days, YELP insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($9K). The most active reporter was Amara Carmen, Chief People Officer, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Investors are wary of reduced visibility for local merchants.
Modest intraday gain with limited catalyst.
The integration adds advanced voice AI capabilities, likely improving service efficiency and could boost revenue from business tools.
Revenue beat insufficient to offset weak growth, leading to a sharp price decline.
Earnings beat and AI partnership suggest near‑term upside and longer‑term growth potential.
AlphAI scores every news story that mentions YELP with an AI model for sentiment and relevance, and aggregates insider trades from YELP INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
LegalZoom (LZ), LendingTree (TREE), Yelp (YELP), and Match Group (MTCH) stocks fell 2.9-4.1% amid concerns over Meta's AI assistant Muse disrupting digital marketplaces and advertising revenues. Muse's capabilities, including online shopping, threaten traditional e-commerce platforms. Amazon blocked Muse from its site. LendingTree's shares are highly volatile, down 49.6% YTD.
3 min readYelp Inc. shares rose 2.68% to $21.87 on Monday, nearing 52-week lows. The company's market cap is $1.14B, down 38% YoY. Q2 2026 revenue and EPS beat estimates, but net income fell 28%. Yelp is investing in AI, targeting $250M in data licensing revenue by 2028. Analysts are divided, with a consensus Hold rating and price targets ranging from $24 to $40.
2 min readYelp Inc. (NYSE:YELP) shares rose 2% after integrating OpenAI's GPT-Live-1 into its AI-powered business tools, Yelp Host and Hatch. The integration improves voice interactions for restaurants and service businesses, with Yelp Host handling over 1 million calls since its October 2025 launch. The tools use proprietary data to enhance call handling and lead management.
2 min readMeta (NYSE:META) reported Q2 revenues of $60.8B, up 28% YoY, beating expectations but missing guidance. Yelp (NYSE:YELP) reported $375.5M in revenue, up 1.4% YoY, beating estimates. Pinterest (NYSE:PINS) reported $1.18B in revenue, up 18.2% YoY, also beating estimates. All stocks reacted differently post-results.
3 min readYelp's stock rose 3% on AI partnerships, including OpenAI, offsetting weak local advertising. Q2 revenue grew 1.4% to $375.5M, with AI-related 'other revenue' doubling. Net income fell 28% due to increased AI spending. The company narrowed 2026 revenue guidance and paused share buybacks.
2 min readYelp has integrated its reservation and waitlist services into OpenAI's ChatGPT, allowing users to book restaurant tables directly within the chat. According to Yelp, this aims to streamline dining discovery and booking. The feature leverages Yelp's reviews and ratings, and the company reports that its AI citations boost visibility for small restaurants.
2 min readYelp (YELP) reported Q2 2026 net revenue of $376 million (+1% YoY) and net income of $32 million (-28% YoY). Adjusted EBITDA was $91 million (-9% YoY). Services ad revenue was flat, RR&O ad revenue fell 10%, and Other revenue rose 98%. Management narrowed FY revenue guidance to $1.460B-$1.470B and paused buybacks to pay down debt after the Hatch acquisition.
7 min readYelp (YELP) shares rose about 7.8% to $26.99 after the company reported Q2 results that beat expectations. Revenue was $375.5M (vs. ~$366.7M expected) and GAAP EPS was 57 cents. Yelp highlighted 75% YoY growth in its AI-driven “other revenue” segment to $29M, while core advertising remained pressured. Full-year 2026 revenue guidance stayed near $1.47B.
6 min readYelp (NYSE:YELP) reported Q2 CY2026 revenue of $375.5 million, up 1.4% year over year, beating Wall Street expectations. The company forecast full-year revenue around $1.47 billion. GAAP profit was $0.57 per share, 56.7% above consensus. Free cash flow was $61.07 million.
5 min readYELP INC (YELP) filed an SEC Form 8-K — Results of Operations and Financial Condition. EXHIBIT 99.1 Yelp Reports Second Quarter 2026 Results Net Revenue increased by 1% year over year to $376 million Net Income decreased from the prior year to $32 million, reflecting an 8% margin Adjusted EBITDA 1 decreased 9% year over year to $91 million, reflecting a 24% margin
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