B+
Bull case
25%
Probability
Target price
$28.00
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
YELP
YelpBNYSE / Media & Entertainment
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
50%
Probability
Target price
$23.00
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$17.00
Analysis reference price unavailable
Analysis 2026-09-09 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-09-09
Recent news sentiment (30D)
+0.6
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
-
Unavailable
Sentiment proxy
+72.9
Score
AI commentary
Recent coverage is earnings-driven and directionally positive because of the Q2 operational beat and AI commentary, but the stored earnings context reported $23.45 after the print versus $25.04 immediately before it, while the RankAlpha anchor was $20.96 on 2026-09-08. The reaction therefore did not hold. Social coverage and analyst revisions are unavailable, limiting conviction.
RankAlpha Sentiment Codex - 2026-09-09
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-08-06eventQ2 beat and narrowed 2026 outlookMedium impact
Yelp reported Q2 revenue of $376 million, $8 million above the high end of its outlook, and adjusted EBITDA of $91 million. Full-year revenue guidance was narrowed to $1.460-$1.470 billion and adjusted EBITDA guidance to $315-$325 million [#SEC-8K-2026-08-06].
2026-12-08catalystCore advertising and margin pressureHigh impact
Revenue growth remains modest, adjusted EBITDA declined 9% year over year, and management cited persistent pressure on local businesses. Continued weakness in core advertising or higher investment spending could offset AI-related progress [#SEC-8K-2026-08-06].
2027-09-09catalystAI and data-licensing monetizationHigh impact
Management reported 98% year-over-year growth in Other revenue to $33 million and cited early momentum in Yelp Assistant, Yelp Host, Hatch, and AI-partner data licensing. Sustained scaling could improve revenue mix and support re-rating [#SEC-8K-2026-08-06].
Recommendation
N/A
No formal recommendation provided.
As of 2026-09-09 • Updated nightlySource: Internal modelMethodology