Held by
1
portfolio on TandT
Bookmarked by
0
users
Avg position size
0.1%
of holders' portfolios
13F filers
2
institutions
Market cap
$1.4B
55M shares
52-week range
$19.60 – $34.64
45% from low
Sector
SERVICES-PERSONAL SERVICES
Exchange
NYSE
CS
Yelp Inc operates in the online content market based in the United States. It provides a web-based platform and mobile application to bridge the gap between businesses and consumers. The platform assists consumers through product reviews, tips, photos and videos thereby enabling them in making appropriate buying decisions and posting their feedbacks. Its products and services includes Advertising Products and Business Page Products. In addition, it also lets the buyers directly transact with businesses directly through its platform. Yelp generates revenue mainly from the sale of advertising on its website and mobile app to businesses. The company generates majority of the revenue from United States, and also has its presence in other countries.
www.yelp.com| Trader / Portfolio | Conviction |
|---|---|
| Robinhood Roth IraLiam | — |
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 844,234 | $20.9M |
| Bridgewater Associatesas of 2026-03-31 |
| 91,380 |
| $2.3M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.5B | +0.2% | $1.88 | $1.87–$1.89 | 14.1× | 5 |
| 2027 | $1.5B | +3.0% | $2.62 | $2.40–$2.77 | 10.1× | 6 |
| 2028 | $1.6B | +3.1% | $3.12 | $2.43–$3.80 | 8.5× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-07 | $0.26 | $0.30 | +15.4% |
| 2026-02-12 | $0.47 | $0.61 | +29.8% |
| 2025-11-06 | $0.47 | $0.61 | +29.8% |
| 2025-08-07 | $0.48 | $0.67 | +39.6% |
| 2025-05-08 | $0.31 | $0.36 | +16.1% |
| 2025-02-13 | $0.53 | $0.62 | +17.0% |
| 2024-11-07 | $0.42 | $0.56 | +33.3% |
| 2024-08-08 | $0.27 | $0.54 | +100.0% |
| $5.0B |
| — |
| MSGEMadison Square Garden Entertainment Corp. | $77.26 | -2.03% | $3.7B | — |
| NNNextNav Inc. | $13.11 | -2.31% | $1.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
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Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding YELP.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$YELP partnership with Open AI opens the door for additional revenue and visibility. They were handed a fundamental advantage in their suit against GOOG. There is literally no available float to cover the short interest in a squeeze/catalyst.
View on StockTwits ↗$YELP Might Be More Than A Review Platform Now… AI Could Change The Game. Watching $YELP today because this is a different type of AI story. The company is licensing its reviews, ratings, photos and local business data to OpenAI for ChatGPT recommendations. This puts Yelp’s data directly into the AI discovery funnel, where millions of users could search for restaurants, services and local providers. The big question is monetization. If ChatGPT drives more qualified customers through Yelp’s ecosystem, the “Request a Quote” feature could become a meaningful revenue driver. The market will likely focus on user engagement, conversion rates and whether AI can revive growth. My trading plan: don’t chase headlines. I’m watching volume, breakout levels and institutional interest. AI + local commerce names worth watching: $GOOGL $META I share the setups I’m watching in real time. Check my profile for more.
View on StockTwits ↗$YELP licenses reviews, ratings, photos & business info to OpenAI. ChatGPT now delivers real local recommendations with Yelp branding and links. https://notreload.xyz/yelp-partners-with-openai-to-surface-reviews-in-chatgpt/
View on StockTwits ↗Closely watching $YELP $MSFT These two bouncing for the good ,, PT anyone ??
View on StockTwits ↗$YELP VERY rare: 100.8% of the daily trade volume was executed at $24.00 in a dark pool between 4:09-4:30 PM Friday with three purchases 252k, 341k and 780k shares for 2.6% of the total float, which correlates to ~8% of the available float because of insiders/index funds. This is either ultra bearish (fund wants out found m-maker) or ultra-ultra bullish. I think the latter is more likely. This is a data/cash-flow/re-jig play
View on StockTwits ↗$YELP $MSFT $OXY 🧁💥💥 ?? Let’s talk business!
View on StockTwits ↗$YELP $HD $UNH $AXP Watching stocks for breakout 💥💥💥💥🎈
View on StockTwits ↗$YELP Huge FCF (esp for EBITA), superb data, easy buyout for 1) stripping cost for massive cash flow or 2) add to existing data analytics company. These models have already been attempted thrice since 2023. Either scenario is a 2x increase, so even 50% chance is $10 EV. Don't forget Google litigation EV. Ignore the noise.
View on StockTwits ↗$YELP fake runs by institutions with sunk costs trying to get some exit liquidity.
View on StockTwits ↗$YELP because this company should go bankrupt. Anthropic with AI agents along with a Coreweave datacenter can create and run this garbage business.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.