olivLaw · US equity research
Yelp Inc. YELP
Services-Personal Services · SIC 7200 · Vertical: Services-Personal Services (SIC 7200)
Yelp is one of the best known internet brands in the United States, connecting consumers with local businesses through reviews and pay-per-click advertising. It reported net revenue of 1.46 billion USD in fiscal 2025, and is now trying to reshape its model with AI while local business demand stays soft.
At the close of 04 Nov 2026, Yelp Inc. (YELP) stock was 22.05 USD (+11.20% on the day), with market capitalisation 1.2 bn USD, P/E 10.6 on diluted EPS of 2.09 USD over the last 12 months, beta 0.68, 52-week range 17.59–32.16 USD. Latest reported quarter (Q2 2026): revenue of 375.5 m USD (+1.4% YoY), net income of 31.7 m USD (−28.2% YoY), diluted EPS 0.57 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
Loading chart…
Technical reading
- RSI (14)
- 64.6
- strong (55–70)
- Bollinger (20, 2)
- 17.92 – 21.27
- above the upper band · %B 1.23 · band width 17.1%
- SMA 50 / 200
- 19.93 / 23.60
- mixed trend
- MACD (12, 26, 9)
- 0.11 / -0.13
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | +19.2% | −1.1% | +20.3 pp | — |
| 3 months | −14.2% | −0.5% | −13.7 pp | — |
| 6 months | −22.1% | +4.4% | −26.5 pp | — |
| Year to date | −27.4% | +12.3% | −39.8 pp | — |
| 1 year | −29.7% | +13.5% | −43.3 pp | −9.9% |
| 3 years | −50.7% | +76.4% | −127.1 pp | +22.1% |
| 5 years | −42.3% | +63.7% | −106.0 pp | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 360.3 m | 362.0 m | 358.5 m | 370.4 m | 376.0 m | 360.0 m | 361.5 m | 375.5 m |
| Cost of revenue | 32.4 m | 33.3 m | 34.8 m | 35.4 m | 36.3 m | 36.0 m | 38.4 m | 41.8 m |
| Operating income | 46.7 m | 53.4 m | 29.5 m | 53.3 m | 52.9 m | 48.9 m | 27.3 m | 43.7 m |
| Depreciation & amortisation | 9.3 m | 11.6 m | 12.4 m | 12.4 m | 12.5 m | 12.9 m | 16.2 m | 18.1 m |
| Interest expense | — | — | — | 121.0 k | — | — | — | 1.6 m |
| Pre-tax income | 53.9 m | 60.1 m | 35.2 m | 59.0 m | 58.2 m | 51.6 m | 29.9 m | 44.5 m |
| Income tax | 15.4 m | 17.8 m | 10.8 m | 14.9 m | 18.9 m | 13.8 m | 12.1 m | 12.8 m |
| Net income | 38.4 m | 42.2 m | 24.4 m | 44.1 m | 39.3 m | 37.8 m | 17.7 m | 31.7 m |
| Diluted EPS | 0.56 | 0.61 ≈ | 0.36 | 0.67 | 0.61 | 0.61 ≈ | 0.30 | 0.57 |
| Operating cash flow | 102.3 m ≈ | 71.0 m | 98.0 m | 58.0 m ≈ | 131.5 m ≈ | 84.5 m | 57.8 m | 75.8 m ≈ |
| Capex | 9.8 m ≈ | 11.0 m | 10.5 m | 13.0 m ≈ | 12.6 m ≈ | 12.2 m | 12.7 m | 14.7 m ≈ |
| Share repurchases | 65.7 m ≈ | 62.5 m | 62.5 m | 66.0 m ≈ | 75.0 m ≈ | 87.5 m | 124.0 m | 50.0 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Today's P/E sits at the 0 percentile of its own 34-quarter history (min 11.3, median 45.8, max 267.7; quarters with earnings only).
Fiscal years
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 942.8 m | 1.0 bn | 872.9 m | 1.0 bn | 1.2 bn | 1.3 bn | 1.4 bn | 1.5 bn |
| Revenue YoY | +10.8% | +7.6% | −13.9% | +18.2% | +15.7% | +12.0% | +5.6% | +3.7% |
| Net income | 55.4 m | 40.9 m | -19.4 m | 39.7 m | 36.3 m | 99.2 m | 132.9 m | 145.6 m |
| Net income YoY | −63.8% | −26.1% | −147.5% | unavailable | −8.4% | +172.9% | +34.0% | +9.6% |
| Diluted EPS | 0.62 | 0.52 | -0.27 | 0.50 | 0.50 | 1.35 | 1.88 | 2.24 |
| Diluted EPS YoY | −64.8% | −16.1% | −151.9% | unavailable | 0.0% | +170.0% | +39.3% | +19.1% |
| net % | 5.9% | 4.0% | -2.2% | 3.8% | 3.0% | 7.4% | 9.4% | 9.9% |
| Free cash flow | 115.2 m | 167.3 m | 144.7 m | 184.4 m | 160.3 m | 279.4 m | 248.5 m | 323.7 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 216.1 m USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 710.9 m USD
- Total assets
- 958.5 m USD
- Debt / equity
- unavailable
- Current ratio
- 2.99x
- ROE
- 20.0%
- ROA
- 15.0%
- FCF margin
- 22.1%
Financial statements (source on every figure)
Revenue and net income (USD)
Margins
Income statement · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Revenue | 872.9 m | 1.0 bn | 1.2 bn | 1.3 bn | 1.4 bn | 1.5 bn | SEC (XBRL)· 27 Feb 2026verified |
| Cost of revenue | 57.2 m | 78.1 m | 105.7 m | 114.2 m | 123.7 m | 142.6 m | SEC (XBRL)· 27 Feb 2026verified |
| Gross profit | 815.7 m ≈ | 953.7 m ≈ | 1.1 bn ≈ | 1.2 bn ≈ | 1.3 bn ≈ | 1.3 bn ≈ | SEC (XBRL)· 27 Feb 2026derived |
| Research & development | 230.1 m | 265.2 m | 294.5 m | 320.6 m | 310.5 m | 297.8 m | SEC (XBRL)· 27 Feb 2026verified |
| Operating income | -38.8 m | 31.5 m | 58.4 m | 79.0 m | 151.0 m | 184.5 m | SEC (XBRL)· 27 Feb 2026verified |
| Depreciation & amortisation | 50.6 m | 55.7 m | 44.9 m | 42.2 m | 40.4 m | 50.1 m | SEC (XBRL)· 27 Feb 2026verified |
| EBITDA | 11.8 m ≈ | 87.2 m ≈ | 103.2 m ≈ | 121.2 m ≈ | 191.5 m ≈ | 234.6 m ≈ | SEC (XBRL)· 27 Feb 2026derived |
| Pre-tax income | -35.1 m | 33.7 m | 66.8 m | 105.1 m | 183.0 m | 204.0 m | SEC (XBRL)· 27 Feb 2026verified |
| Income tax | -15.7 m | -6.0 m | 30.4 m | 5.9 m | 50.1 m | 58.4 m | SEC (XBRL)· 27 Feb 2026verified |
| Net income | -19.4 m | 39.7 m | 36.3 m | 99.2 m | 132.9 m | 145.6 m | SEC (XBRL)· 27 Feb 2026verified |
| Diluted EPS | -0.27 | 0.50 | 0.50 | 1.35 | 1.88 | 2.24 | SEC (XBRL)· 27 Feb 2026verified |
| Weighted average diluted shares | 73.0 m | 78.6 m | 73.4 m | 73.6 m | 70.6 m | 65.1 m | SEC (XBRL)· 27 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Revenue − Cost of revenue; Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Cash | 595.9 m | 479.8 m | 306.4 m | 313.9 m | 217.3 m | 216.1 m | SEC (XBRL)· 27 Feb 2026verified |
| Receivables | 88.4 m | 107.4 m | 131.9 m | 146.1 m | 155.3 m | 153.2 m | SEC (XBRL)· 27 Feb 2026verified |
| Current assets | 712.7 m | 644.7 m | 596.0 m | 624.2 m | 516.9 m | 514.9 m | SEC (XBRL)· 27 Feb 2026verified |
| Property, plant & equipment, net | 101.7 m | 83.9 m | 77.2 m | 68.7 m | 75.7 m | 91.7 m | SEC (XBRL)· 27 Feb 2026verified |
| Goodwill | 109.3 m | 105.1 m | 102.3 m | 103.9 m | 131.0 m | 135.8 m | SEC (XBRL)· 27 Feb 2026verified |
| Intangibles (excl. goodwill) | 13.5 m | 10.7 m | 9.0 m | 7.6 m | 58.8 m | 49.0 m | SEC (XBRL)· 27 Feb 2026verified |
| Total assets | 1.2 bn | 1.1 bn | 1.0 bn | 1.0 bn | 983.6 m | 958.5 m | SEC (XBRL)· 27 Feb 2026verified |
| Accounts payable | 8.9 m | 16.1 m | 14.5 m | 11.9 m | 11.9 m | 9.8 m | SEC (XBRL)· 27 Feb 2026verified |
| Current liabilities | 143.0 m | 164.0 m | 182.8 m | 175.9 m | 155.0 m | 172.1 m | SEC (XBRL)· 27 Feb 2026verified |
| Total liabilities | 300.4 m | 299.2 m | 305.6 m | 265.2 m | 239.6 m | 247.6 m | SEC (XBRL)· 27 Feb 2026verified |
| Equity | 854.5 m † | 751.3 m † | 710.3 m † | 749.5 m † | 744.0 m † | 710.9 m † | SEC (XBRL)· 27 Feb 2026verified |
† equity attributable to the parent's shareholders: in these years the issuer no longer reports the total including non-controlling interests.
Cash flow · USD
| Line | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Source (latest year) |
|---|---|---|---|---|---|---|---|
| Operating cash flow | 176.7 m | 212.7 m | 192.3 m | 306.3 m | 285.8 m | 372.0 m | SEC (XBRL)· 27 Feb 2026verified |
| Capex | 32.0 m | 28.3 m | 32.0 m | 26.8 m | 37.3 m | 48.4 m | SEC (XBRL)· 27 Feb 2026verified |
| Free cash flow | 144.7 m ≈ | 184.4 m ≈ | 160.3 m ≈ | 279.4 m ≈ | 248.5 m ≈ | 323.7 m ≈ | SEC (XBRL)· 27 Feb 2026derived |
| Investing cash flow | 248.4 m | -27.7 m | -126.1 m | -54.7 m | -77.3 m | -45.7 m | SEC (XBRL)· 27 Feb 2026verified |
| Financing cash flow | -21.1 m | -300.5 m | -237.5 m | -246.8 m | -303.8 m | -330.0 m | SEC (XBRL)· 27 Feb 2026verified |
| Share repurchases | 24.4 m | 262.9 m | 200.0 m | 200.0 m | 250.9 m | 290.9 m | SEC (XBRL)· 27 Feb 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
1 indicators that do not apply to the sector.
Valuation
olivLaw classification
- score weight coverage: 58.3% of at least 60%
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 1.2 bn USD
Key indicators
Coverage and freshness
Score by group
58% · Insufficient data
Estimated value range
The combined range = the median of the valid methods' low, central and high values; it is not a probability interval and does not cover every result. Envelope of all methods: 23.61 – 63.43 USD.
Valuation assumptions are editorial choices, not measured; beta is not measured.
Method ranges (USD per share)
— — Mid · ▏ Price
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: P/E23.61 – 63.43 (Mid 27.49)7 companies used · median multiple 13.2x · quartiles 11.3x – 30.4xCSV, EVI, HRB, RGS, SCI, UNF, WW
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: score weight coverage: 58.3% of at least 60%
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | 8.6% | 60 (vs peers) | 11% |
| FCF conversion · Quality | 235.1% | 100 (on a fixed band) | 11% |
| Revenue CAGR 3Y · Growth | 7.1% | 59 (on a fixed band) | 14% |
| EPS CAGR 3Y · Growth | 64.9% | 100 (on a fixed band) | 14% |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 1.7x | 79 (on a fixed band) | 7% |
| P/E (TTM) · Valuation | 10.6x | 71 (vs peers) | 18% |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | 24.9% | 100 (on a fixed band) | 14% |
| Shareholder yield (distributions) · Returns | 28.1% | 100 (on a fixed band) | 11% |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial79/100 · 1/3 factors with a value
- Growth79/100 · 2/2 factors with a value
- Quality80/100 · 2/3 factors with a value
- Returns· partial100/100 · 1/2 factors with a value
- Valuation84/100 · 2/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
YELP INC (YELP). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 1.5 bn USD in 2025; YoY growth 3.7%; net margin 8.6%; ROE 18.2%.
The estimated value range is 23.61–63.43 USD per share (median of 1 methods, agreement: single method); assumptions are illustrative. Against the central value of 27.49 USD, the price of 22.05 USD leaves a potential of 24.7% (value / price − 1) and a margin of safety of 19.8% (1 − price / value). The range is the median of the methods' low, central and high values, not a probability interval.
Insufficient data for a verdict (score weight coverage: 58.3% of at least 60%).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- FCF conversion: 235.1%
- EPS CAGR 3Y: 64.9%
- Current ratio: 1.7x
- P/E (TTM): 10.6x
- FCF yield: 24.9%
- Shareholder yield (distributions): 28.1%
- The price is below the estimated value range
What contradicts it
No signal among the computed factors. That is not an absence of risk: factors without data were not assessed, and business risks (margins, inventory, demand) are in the source-based analysis.
Not assessed (insufficient data or a ratio without meaning): ROIC, Net debt / EBITDA, Interest coverage, EV/EBITDA, Payout ratio (FCF).
Versus the vertical median
Services-Personal Services (SIC 7200) · same industry (4-digit SIC) · compared with 10 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| SCIService Corporation International | 10.5 bn | 19.2 | 35.7% | 12.7% | +2.9% | −3% / +26% |
| HRBH&R Block Inc | 6.8 bn | 9.8 | 710.9% | 18.6% | +4.9% | +32% / +22% |
| YELPYelp Inc | 1.2 bn | 10.6 | 18.2% | 8.6% | +3.7% | −30% / −51% |
| CSVCarriage Services, Inc. | 571.4 m | 12.8 | 17.3% | 10.7% | +3.3% | −17% / +59% |
| EVIEVI Industries, Inc. | 282.3 m | 45.3 | 5.3% | 1.7% | +14.6% | +6% / −16% |
| WWWw International, Inc. | 121.3 m | 0.1 | 332.6% | 148.1% | −11.6% | −57% / unavailable |
| RGSRegis Corporation | 79.4 m | 13.2 | 3.7% | 3.1% | +6.8% | +18% / +362% |
| DLPNDolphin Entertainment, Inc. | 12.2 m | — | -51.6% | -6.3% | +9.7% | −42% / −70% |
| XWELXWELL, Inc. | 5.1 m | — | — | -82.9% | −13.8% | −21% / −75% |
| UNFUnifirst Corporation | — | 41.7 | 5.0% | 4.3% | +3.7% | +45% / +45% |
| MRMMedirom Healthcare Technologies Inc. | — | — | 26.0% | 1.8% | +21.5% | −85% / −94% |
1- and 3-year price returns: for YELP from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Illustrative: not forecasts and without probabilities. Each case is one coherent set of assumptions, computed on today's figures.
Estimated price (USD)
| Estimated price | Bear | Base | Bull |
|---|---|---|---|
| 1 years | 14.95 Total return -32% · Per year -32% | 26.40 Total return 20% · Per year 20% | 39.72 Total return 80% · Per year 80% |
| 3 years | 15.27 Total return -31% · Per year -12% | 30.26 Total return 37% · Per year 11% | 49.88 Total return 126% · Per year 31% |
| 5 years | 15.59 Total return -29% · Per year -7% | 34.69 Total return 57% · Per year 9% | 62.65 Total return 184% · Per year 23% |
- Exit P/E± 7.57
- Net margin± 5.30
- Annual revenue growth± 4.24
- Annual dilution± 0.44
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
Yelp is one of the best known internet brands in the United States, connecting consumers with local businesses through reviews and pay-per-click advertising. It reported net revenue of 1.46 billion USD in fiscal 2025, and is now trying to reshape its model with AI while local business demand stays soft.
SWOT
Strengths
Weaknesses
Opportunities
Risks
- Local economic conditionshigh
Inflation, uncertainty and high borrowing costs could reduce consumer spending and local business budgets 1.
- Advertising dependencehigh
Nearly all revenue comes from ads, and advertisers can cancel campaigns at any time without penalty 1.
- Traffic and AI searchmedium
If users shift to AI search that does not send them to Yelp, traffic and revenue could decline 1.
- Execution of AI strategymedium
New AI products might not generate enough revenue to justify the investment made in them 1.
- Acquisition integrationlow
Integrating Hatch and other acquisitions could be delayed and could affect margins 1.
Investment thesis
What would need to be true (bull case)
- If data and AI revenue keeps growing quickly, the company could reduce its reliance on advertising and improve margins over the long term 3.
- A strong brand and human-generated content could make Yelp a valuable partner for AI platforms 1.
- Share repurchases and lower stock-based compensation could support shareholder value 1.
What to watch
- Whether 2026 net revenue lands within the 1.46 to 1.47 billion USD outlook2026
- Progress of other revenue toward the 250 million USD run-rate target2028
- Trends in ad clicks and average cost per clickQ3 2026
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
Yelp runs a platform of reviews and discovery for local businesses, where users post ratings and photos about restaurants, services and retail. Most revenue comes from performance advertising, where ads are sold through auctions priced per click 1. Its human-generated content is also an asset that AI search providers can license 1.
Other revenue includes subscription products for businesses, such as Yelp Guest Manager, Yelp Host and Yelp Receptionist, as well as license fees for data access through its Places and AI APIs 1. In February 2026 the company acquired Hatch, an AI lead management platform for Services businesses 1. This extends the portfolio beyond advertising.
Advertising accounted for 95% of revenue in 2025 1, so changes in local business demand flow directly into results. The company sells ads through local and multi-location sales teams, a self-serve channel and partners 1.
Segments
Advertising
Pay-per-click ads, multi-location ad products and business page upgrades generate nearly all revenue 1. In the second quarter of 2026 net revenue was 375.5 million USD, up 1% 2.
Market context
The company describes its market as US local digital advertising, a large and growing segment where small businesses are the main customers 1. Restaurant and retail demand has weakened since late 2023, and platform traffic has stayed below pre-pandemic levels 1.
For 2026, advertising revenue is expected to stay under pressure, with net revenue guidance between 1.46 and 1.47 billion USD 3. These figures depend on local economic conditions, which the company cannot predict with certainty 1.
Trends
- Local business ad demandheadwind
Restaurant, retail and service businesses have cut advertising budgets amid inflation and economic uncertainty 1. If these conditions persist, advertising revenue could remain weak.
- AI and local searchmixed
AI search features can display results in formats that de-emphasize links to Yelp 1. At the same time, Yelp data now powers local experiences in ChatGPT and Apple Maps 2, opening new licensing revenue.
- Data and transaction revenuetailwind
AI API licences and transaction partnerships grew quickly in 2026 3. If this growth continues, dependence on advertising could decline over time.
- Cost disciplinemixed
The company kept headcount roughly flat and is reducing stock-based compensation 1. AI investments raise expenses in 2026 2, which limits margin expansion.
Competitive position
Yelp competes for consumer attention and local business budgets with other review and local search platforms and with general search engines 1. Competition is intense and fragmented, and AI search can shift traffic to other interfaces 1.
In business services, competition also comes from customer management and lead generation tools, where Hatch seeks to differentiate 1. Yelp's advantage remains its human content and well known brand 1.
- Google (Local Services Ads, Maps)GOOGL
Google's search and local services are cited as alternatives for users and advertisers, including through Hatch integrations 12.
- Search engines and AI platforms
Search engines and AI chatbots could draw user attention away from the Yelp platform 1.
- Customer management platforms for services
Rival lead generation and management tools compete with Hatch and the subscription products 1.
- Restaurant booking and ordering platforms
Reservation and ordering apps compete with Yelp Host and the platform's transaction features 12.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- TikTok is going after Yelp and Google Maps with an in-app restaurant guideThe Verge · 28 Oct 2026 · EN
SEC filings
- Quarterly report07 Aug 2026
- Current report06 Aug 2026Results of operations · Financial statements and exhibits
- Current report10 Jun 2026Departure or appointment of officers · Shareholder vote · Financial statements and exhibits
- Quarterly report08 May 2026
- Current report07 May 2026Results of operations · Financial statements and exhibits
- Current report29 Apr 2026Departure or appointment of officers
- Proxy statement17 Apr 2026
- Annual report27 Feb 2026
- Current report (amendment)27 Feb 2026Financial statements and exhibits
- Current report12 Feb 2026Results of operations · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / Yelp Inc. · 27 Feb 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / Yelp Inc. · 07 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / Yelp Inc. · 06 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.