Yelp (YELP) Projected to Post Quarterly Earnings on Thursday

Yelp (NYSE:YELP) is projected to post its Q4 2025 results after the market closes on Thursday, February 12th. Analysts expect Yelp to post earnings of $0.47 per share and revenue of $358.6950 million for the quarter. Individuals may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Thursday, February 12, 2026 at 5:00 PM ET.

Yelp (NYSE:YELP) last issued its quarterly earnings results on Thursday, November 6th. The local business review company reported $0.61 EPS for the quarter, topping analysts’ consensus estimates of $0.47 by $0.14. Yelp had a return on equity of 20.33% and a net margin of 10.23%.The company had revenue of $376.04 million during the quarter, compared to analyst estimates of $368.39 million. During the same period in the previous year, the company earned $0.56 earnings per share. The company’s quarterly revenue was up 4.4% compared to the same quarter last year. On average, analysts expect Yelp to post $2 EPS for the current fiscal year and $3 EPS for the next fiscal year.

Yelp Trading Down 3.3%

Shares of YELP stock opened at $24.25 on Thursday. The firm has a market capitalization of $1.49 billion, a P/E ratio of 10.73, a price-to-earnings-growth ratio of 0.47 and a beta of 0.55. Yelp has a 1 year low of $24.19 and a 1 year high of $41.22. The firm’s fifty day simple moving average is $29.39 and its 200 day simple moving average is $30.96.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the company. Evercore ISI lowered their price target on Yelp from $45.00 to $38.00 and set an “outperform” rating on the stock in a research note on Monday, November 10th. JPMorgan Chase & Co. lowered their price objective on Yelp from $33.00 to $30.00 and set a “neutral” rating on the stock in a research report on Monday, November 10th. The Goldman Sachs Group set a $33.00 target price on Yelp in a research note on Tuesday, October 14th. Jefferies Financial Group lifted their price target on shares of Yelp from $31.00 to $32.00 and gave the stock a “hold” rating in a research note on Thursday, December 11th. Finally, Zacks Research raised shares of Yelp from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 28th. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, three have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $31.29.

Insider Activity

In related news, CFO David A. Schwarzbach sold 13,500 shares of the stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $30.41, for a total transaction of $410,535.00. Following the sale, the chief financial officer directly owned 127,627 shares in the company, valued at $3,881,137.07. This represents a 9.57% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Carmen Amara sold 1,500 shares of Yelp stock in a transaction on Friday, December 26th. The shares were sold at an average price of $30.69, for a total value of $46,035.00. Following the completion of the transaction, the insider owned 74,378 shares of the company’s stock, valued at approximately $2,282,660.82. The trade was a 1.98% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 224,906 shares of company stock worth $6,366,444. Corporate insiders own 8.00% of the company’s stock.

Institutional Trading of Yelp

Several hedge funds have recently modified their holdings of YELP. Qube Research & Technologies Ltd raised its position in Yelp by 399.0% in the 2nd quarter. Qube Research & Technologies Ltd now owns 725,214 shares of the local business review company’s stock worth $24,853,000 after purchasing an additional 579,894 shares during the last quarter. BNP Paribas Financial Markets increased its stake in shares of Yelp by 1,144.9% in the 2nd quarter. BNP Paribas Financial Markets now owns 351,006 shares of the local business review company’s stock valued at $12,029,000 after buying an additional 322,810 shares during the period. Man Group plc raised its position in shares of Yelp by 48.5% during the second quarter. Man Group plc now owns 741,747 shares of the local business review company’s stock worth $25,420,000 after acquiring an additional 242,213 shares during the last quarter. Royal Bank of Canada lifted its stake in shares of Yelp by 157.8% during the first quarter. Royal Bank of Canada now owns 252,564 shares of the local business review company’s stock valued at $9,352,000 after acquiring an additional 154,612 shares during the period. Finally, Arrowstreet Capital Limited Partnership boosted its holdings in Yelp by 8.3% in the third quarter. Arrowstreet Capital Limited Partnership now owns 1,976,150 shares of the local business review company’s stock valued at $61,656,000 after acquiring an additional 151,354 shares during the last quarter. 90.11% of the stock is owned by institutional investors.

Yelp Company Profile

Yelp is a digital platform that connects consumers with local businesses through user-generated reviews, ratings and multimedia content. The company’s flagship offerings include the Yelp website and mobile applications for iOS and Android, where users can search for and discover restaurants, shops, service providers and other points of interest. In addition to crowd-sourced reviews and photographs, Yelp provides business profile pages featuring hours, contact information, menus and direct messaging capabilities.

Yelp generates revenue primarily through advertising services sold to small and medium-sized enterprises.