YELP INC(YELP)Stock Analysis
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Rank #607 of 2,879 stocksTOP 25%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
YELP Stock Analysis & AI Quality Score
AI stock analysis and institutional research for YELP INC (YELP), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores YELP at 64.9/100 on a 32-signal composite quality model, placing it at rank #607 of 2,879 stocks — the top 25% of the AI-ranked universe. YELP scores in the top quartile across balance sheet strength (91.2), institutional flow (89.6), free cash flow (78.3). Shareholder dilution risk is elevated at 17.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), YELP INC reports quarterly revenue of $361.5M, net income of $17.7M, free cash flow of $45.2M. Top institutional holders of YELP by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, DIMENSIONAL FUND ADVISORS, based on the most recent SEC filings. YELP trades on the NYSE exchange and files with the SEC under CIK 1345016. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate YELP daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for YELP INC directly from SEC EDGAR. YELP INC's 13F Pro composite quality score has ranged between 8 and 78 since 2021, currently 64.9 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$361.5M
Net Income
Q1 2026
$17.7M
Free Cash Flow
Q1 2026
$45.2M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+3.7% YoYNet Income
+9.6% YoYOperating Income
+22.2% YoYEPS (Diluted)
+19.1% YoYTotal Assets
-2.6% YoYOp. Cash Flow
+30.2% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.46B +3.7% | $1.41B +5.6% | $1.34B +12.0% | $1.19B +15.7% | $1.03B +18.2% | $872.9M |
| Net Income | $145.6M +9.6% | $132.8M +34.0% | $99.2M +172.9% | $36.3M -8.4% | $39.7M +304.2% | $-19.4M |
| Operating Income | $184.5M +22.2% | $151.0M +91.1% | $79.0M +35.5% | $58.4M +85.2% | $31.5M +181.2% | $-38.8M |
| EPS (Diluted) | $2.24 +19.1% | $1.88 +39.3% | $1.35 +170.0% | $0.50 +0.0% | $0.50 +285.2% | $-0.27 |
| Total Assets | $958.5M -2.6% | $983.6M -3.1% | $1.01B -0.1% | $1.02B -3.3% | $1.05B -9.0% | $1.15B |
| Operating Cash Flow | $372.0M +30.2% | $285.8M -6.7% | $306.3M +59.3% | $192.3M -9.6% | $212.7M +20.3% | $176.7M |
AI Insight: YELP Financial Trends
Yelp's Q1 2026 net income collapsed to $18M — the weakest quarter in the dataset — while equity erosion accelerates to $711M→$631M in two quarters.
• Revenue growth is stalling: Q1 2026 revenue of $361M is flat versus Q1 2025's $359M, with no meaningful top-line acceleration over four quarters.
• Net income dropped sharply to $18M in Q1 2026 from $44M in Q2 2025, continuing a pattern of weak Q1 seasonality that worsened year-over-year.
• Operating cash flow of $132M in Q3 2025 signals strong cash conversion, though Q1 2026 Op CF fell back to $58M.
• Equity has declined from $746M in Q2 2025 to $631M in Q1 2026, a $115M contraction in just two quarters, likely reflecting share buybacks.
⚠ Equity erosion of $115M in two quarters warrants monitoring — if driven by buybacks at depressed earnings, capital allocation discipline is questionable.
⚠ Q1 operating margin compressed to ~7.5% ($27M/$361M) versus ~14.3% in Q2 2025 — watch whether this seasonal trough deepens structurally.
⚠ Total debt data is absent across all periods; clarity on leverage is needed to fully assess balance sheet risk.
AI Insight: YELP Ratio Trends
Q1 2026 margins collapsed to cycle lows, with operating margin hitting 7.5% and ROE falling to 11.2% — mirroring the Q1 2025 seasonal pattern but at a steeper level.
• Operating margin dropped sharply to 7.5% in Q1 2026 from 13.6% in Q4 2025, the lowest quarterly reading in the dataset.
• Net profit margin fell to 4.9% in Q1 2026, well below the prior four quarters' range of 10.5%–11.9%, suggesting elevated costs or revenue softness.
• ROIC of 17.3% in Q1 2026 trails Q1 2025's 16.2% only marginally, hinting the Q1 seasonal dip may be structural but not worsening year-over-year.
• TTM operating margin of 12.4% and ROIC of 28.9% remain solid, cushioned by strong Q2–Q4 2025 results.
⚠ Q1 seasonality is severe: OpMargin fell ~6pp versus Q4 in both 2025 and 2026 — confirm whether Q2 2026 rebounds as Q2 2025 did to 14.4%.
⚠ ROE of 11.2% in Q1 2026 is the lowest discrete quarter recorded; a second consecutive weak quarter would signal structural deterioration.
⚠ D/E data is absent across all periods — leverage visibility is zero, leaving balance-sheet risk unquantifiable.
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Top Institutional Holders of YELP
BlackRock, Inc.
$246.5M9,963,279 shVANGUARD PORTFOLIO MANAGEMENT LLC
$123.2M4,979,045 shDIMENSIONAL FUND ADVISORS LP
$66.4M2,683,927 shVANGUARD CAPITAL MANAGEMENT LLC
$64.4M2,603,354 shSTATE STREET CORP
$59.2M2,393,063 shGEODE CAPITAL MANAGEMENT, LLC
$45.3M1,829,226 shAMERICAN CENTURY COMPANIES INC
$37.0M1,495,909 shAllianz Asset Management GmbH
$36.5M1,473,840 shMORGAN STANLEY
$29.1M1,176,903 shJUPITER ASSET MANAGEMENT LTD
$29.1M1,176,468 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $246.5M | 9,963,279 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $123.2M | 4,979,045 |
| DIMENSIONAL FUND ADVISORS LP | $66.4M | 2,683,927 |
| VANGUARD CAPITAL MANAGEMENT LLC | $64.4M | 2,603,354 |
| STATE STREET CORP | $59.2M | 2,393,063 |
| GEODE CAPITAL MANAGEMENT, LLC | $45.3M | 1,829,226 |
| AMERICAN CENTURY COMPANIES INC | $37.0M | 1,495,909 |
| Allianz Asset Management GmbH | $36.5M | 1,473,840 |
| MORGAN STANLEY | $29.1M | 1,176,903 |
| JUPITER ASSET MANAGEMENT LTD | $29.1M | 1,176,468 |
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Popular Research
Is YELP a good stock to buy?
13F Pro's AI-powered analysis of YELP INC (YELP) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for YELP are available on the YELP stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own YELP?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling YELP. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of YELP INC's investment landscape.