YELP INC
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No enriched coverage for $YELP in the last 7 days.
Yelp'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.
Yelp 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.
Yelp (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.
Recent YELP coverage spans earnings, technology and insider activity.
In the last 30 days, YELP insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($305K). 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.
Earnings beat and AI partnership suggest near‑term upside and longer‑term growth potential.
The new AI-powered booking feature could increase user engagement and drive more reservation traffic to Yelp's platform.
Guidance narrowing plus AI and data-licensing progress, but buyback pause to pay down debt after the Hatch acquisition.
Earnings beat plus accelerating AI-driven Yelp Host growth is likely to support near-term sentiment, but core advertising softness remains a key risk.
The print provides a near-term earnings momentum signal, but guidance implies only modest growth, limiting upside conviction.
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.
Yelp'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
6 min readYelp (NYSE: YELP) reports Q2 results Thursday after the bell. Last quarter, it posted $361.5M revenue, flat year over year, and beat analysts’ EBITDA estimates. For this quarter, analysts expect revenue flat YoY, after a prior 3.7% rise. The article cites peer results: Reddit revenue +61.1% and Snap +18.9%.
3 min readYelp Inc. shares rose 4.2% to $27.51 in morning trading after the company said its AI phone answering product, Yelp Host, surpassed 1 million calls. Yelp added phone food ordering and integrated reservations with OpenTable in the US and Canada, expanding to 16 languages. Yelp also cited its non-exclusive OpenAI data licensing deal. Next earnings are Aug. 6.
6 min readAmara Carmen (Chief People Officer) sold 24,733 shares of YELP INC (YELP) at an average of $26.88 ($24.95–$27.00, $0.66M total) across 2 trades over 2026-07-01 to 2026-07-02 under a Rule 10b5-1 trading plan.
2 min readAfter the Federal Reserve kept its benchmark rate at 3.5%–3.75%, unchanged since late 2025, its dot plot raised the median year-end estimate to 3.8% from 3.4%, suggesting slower easing. The 2-year Treasury yield rose 11 bps to 4.161%, pressuring ad-revenue stocks. Snap fell 5.6%, Pinterest 2.9%, and Yelp 4%.
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