Yelp (YELP)

• Market cap: $1.98B
• 1 day: 0.95%
• 5 days: 1.57%
• 1 month: 2.32%
• 3 months: -10.31%
• 6 months: -9.46%
• Year to date: -18.71%
• 1 year: -6.17%
• 5 years: 48.48%
• 10 years: 26.38%
• Sector: Communication Services
• Industry: Internet Content & Information

About: Yelp Inc operates in the online content market based in the United States. It provides a web-based platform and mobile application to bridge the gap between businesses and consumers. The platform assists consumers through product reviews, tips, photos and videos thereby enabling them in making better buying decisions and posting their feedbacks. Its products and services includes Advertising Products and Business Page Products. In addition, it also lets the buyers directly transact with businesses directly through its platform. Yelp generates revenue mainly from the sale of advertising on its website and mobile app to businesses. The company generates majority of the revenue from United States.

Employees: 5,116

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

35% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 40

11% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 116

3% more funds holding

Funds holding: 315 [Q1] → 326 (+11) [Q2]

3.39% more ownership

Funds ownership: 93.78% [Q1] → 97.17% (+3.39%) [Q2]

10% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $8.91M

6% less capital invested

Capital invested by funds: $2.26B [Q1] → $2.13B (-$132M) [Q2]

75% less funds holding in top 10

Funds holding in top 10: 4 [Q1] → 1 (-3) [Q2]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $30
• Avg. target: $30
• High target: $30

1 analyst rating

• positive: 0 0%
• neutral: 0 0%
• negative: 1 100%

B of A Securities Nitin Bansal

$30

Underperform Maintained

8 Aug 2025