Yelp Inc. (YELP)

Yelp Inc. (YELP) stock has experienced a decline over the past six months and year. Despite the stock price decline, Yelp reported strong financial performance in Q3 2025, with earnings per share (EPS) exceeding expectations and revenue surpassing projections. Net income rose year-over-year, and the company introduced AI-powered features and expanded its restaurant network through a partnership with DoorDash. However, adjusted EBITDA declined year-over-year, and Restaurants, Retail & Other (RR&O) revenue decreased. Yelp increased its revolving credit facility and appointed a new agent, while insider selling has been reported.

Demand for Yelp's products and services exhibits some seasonality, with the company launching "Seasonal Spotlight Ads" and "Sponsored Collections" to help businesses target audiences with seasonal deals and promotions. This suggests that businesses increase advertising efforts during specific times of the year, influencing Yelp's advertising revenue.

Yelp, Inc. (YELP) is an internet services company connecting consumers with local businesses across various categories, generating revenue by selling advertisements to these businesses. Yelp offers free and paid advertising products, including cost-per-click advertising and business listing page products, as well as the RepairPal network. Subscription services include Yelp Guest Manager and Yelp Fusion Insights. Yelp has invested in AI-powered tools to enhance user experience and business offerings, such as Yelp Assistant, Menu Vision, and AI-powered features for managing reservations and waitlists.

Yelp operates in multiple countries, including the United States, Canada, the United Kingdom, Brazil, Finland, Singapore, Japan, Malaysia, Germany, and Sweden. Its headquarters are in San Francisco, California, with primary offices in San Francisco, Toronto, and London, after closing offices in other locations.

Yelp's brand reputation is built on connecting people with local businesses through crowd-sourced reviews, emphasizing content trust and safety. The company advocates for consumer privacy, free speech, and fair competition, introducing accessibility features and focusing on diversity and inclusion. Yelp has faced challenges, including accusations of bias and lawsuits over negative reviews, and filed an antitrust lawsuit against Google. The company is leveraging AI to improve content integrity and enhance the Yelp experience.

Yelp Inc. (YELP) has a diverse ownership structure, predominantly held by institutional investors, with approximately 75.23% to 97.7% of the company's stock owned by these investors. Major institutional shareholders include BlackRock, Inc. and Vanguard Group Inc. Individual insiders hold a smaller portion of the stock, with co-founder and CEO Jeremy Stoppelman being the largest individual shareholder.