YELP INC
Yelp (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.
Yelp (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.
YELP INC (YELP) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 yelpq2-26ex991pressrelease.htm EX-99.1 Document 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
Over the past 7 days, alphai's AI scored 4 news stories mentioning YELP (YELP INC). Coverage has skewed bullish: 3 bullish, 1 neutral, and 0 bearish.
Recent YELP coverage spans earnings, insider activity and market movers.
In the last 30 days, YELP insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($121K). The most active reporter was Nachman Joseph R, Chief Operating Officer, with 1 filing. 100% of activity was filed under pre-arranged Rule 10b5-1 plans.
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.
The 8-K provides fresh earnings and full-year guidance, with AI-related commentary and a tighter outlook range that can drive near-term estimate revisions.
The piece is an earnings preview, not a new earnings print. It frames expectations (flat YoY revenue) and notes Yelp’s tendency to meet revenue estimates, which can shape positioning into the print.
The update supports the bull case for Yelp Host scaling and higher-margin recurring revenue, potentially sustaining near-term momentum into the Aug. 6 earnings window.
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 (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. EX-99.1 2 yelpq2-26ex991pressrelease.htm EX-99.1 Document 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
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 readStocks including Snap, Pinterest, and Yelp fell after the Federal Reserve held its benchmark rate at 3.5%–3.75% and lifted its median year-end estimate to 3.8%, according to the article. The 2-year Treasury yield rose 11 bps to 4.161%, pressuring ad-revenue–linked valuations. Snap fell 5.6%, Pinterest 2.9%, and Yelp 4%.
4 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%.
4 min readYELP INC (YELP) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. EX-10.1 2 exhibit101restatedespp.htm EX-10.1 Document Exhibit 10.1 YELP INC. 2012 EMPLOYEE STOCK PURCHASE PLAN ADOPTED BY THE BOARD OF DIRECTORS: JANUARY 25, 2012 APPROVED BY THE STOCKHOLDERS: FEBRUARY 24, 2012 IPO DATE/EFFECTIVE DATE: MARCH 1, 2012 AMENDED BY THE BOARD OF DIRECT
4 min readBarone Christine sold 15,507 shares of YELP INC (YELP) at $22.95 ($0.36M total) on 2026-06-01 under a Rule 10b5-1 trading plan.
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