Yelp Inc. (YELP)

Over the last year, Yelp Inc.'s stock price has decreased by 2.48%, with the stock currently around $33.05 per share. Recent events include Zacks identifying Yelp as a "Top-Ranked Growth Stock" and Evercore ISI Group upgrading Yelp in October 2025. Also in October 2025, Yelp's COO sold 7,000 shares for $222,885, and the company released its "biggest AI revamp to date" with 35 new features or updates. In April 2025, Yelp announced a "groundbreaking Spring Product Release" focused on leveraging AI. In February 2025, Yelp posted record high net revenue of $1.41 billion and a 34% increase in net income to $133 million and released its annual Trust & Safety Report.

Demand seasonality for Yelp's products and services is influenced by consumer behavior and advertising trends. Consumer usage fluctuates based on the season, with increased demand for certain services like home repairs during specific times of the year. Advertising spending by businesses can be seasonal, often increasing during peak consumer activity periods or holidays. Yelp actively tracks and reports on emerging trends to help businesses leverage them.

Yelp Inc. operates the Yelp.com website and mobile app, providing a platform for crowd-sourced reviews of businesses. The company connects consumers with local businesses through user-generated content and operates within the local search, business ratings and reviews, and online food delivery industries. Yelp's primary revenue driver is online advertising, and it also offers subscription services and licensing payments. The company has integrated AI features like Yelp Assistant, Menu Vision, Yelp Host, and Yelp Receptionist and acquired RepairPal to facilitate auto-repair appointments.

Yelp's headquarters is in San Francisco, California, and it maintains a single office there after embracing a fully remote work model. It also operates offices in Toronto, Canada, and London, United Kingdom. As of February 2024, Yelp listed reviews for establishments in 32 countries and historically expanded throughout Europe and Asia between 2009 and 2012.

Yelp's brand reputation has been influenced by trust and safety initiatives, AI product developments, and criticisms regarding its business practices. The company released its annual Trust & Safety Report for 2024, highlighting its commitment to protecting content integrity. Yelp has rolled out AI-powered features to improve user experience and business efficiency. However, Yelp continues to face criticisms from business owners who accuse the company of unethical practices.

Yelp Inc. has a mixed ownership structure, including institutional, insider, and public investors. Institutional investors hold a significant portion of shares, with major holders including BlackRock, Inc., Vanguard Group Inc., and State Street Corp. Jeremy Stoppelman, co-founder and CEO, holds 6.3% of the company, while insiders own approximately 8.00% of Yelp stock.