B+
Bull case
0%
Probability
Target price
$28.00
+21.4% vs current
YELP
YelpDNYSE / Media & Entertainment
Last Price
At close
2026-06-02
AI scenario view
RankAlpha Sentiment CodexMost likely
B
Base case
1%
Probability
Target price
$23.50
+1.9% vs current
B-
Bear case
0%
Probability
Target price
$17.50
-24.1% vs current
AI sentiment snapshot
Latest data as of 2026-05-16
Recent news sentiment (30D)
+0.1
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Sentiment proxy
+49.0
Score
AI commentary
Primary-source coverage is solid, but the thesis is still mostly a monitoring view rather than a confirmed growth reacceleration. Recent coverage was earnings-driven and moderately active, with secondary sources indicating a consensus beat, yet the company itself framed the operating environment as challenging and guided to softer year-over-year Q2 revenue and EBITDA. Analyst revision depth in the packet is limited, so confidence should stay moderate and investors should watch whether post-earnings skepticism around core ad growth outweighs the early traction in AI-linked other revenue.
RankAlpha Sentiment Codex - 2026-05-16
Open full AI memoEvidence flagged
No evidence quality warning is currently attached to this memo.
Impact
standard
Confidence
-
AI events
2026-08-06catalystQ1 beat and reaffirmed outlook offset by weaker profitabilityMedium impact
Q1 net revenue rose 1% to $361.5M, adjusted EBITDA fell 7% to $79.4M, and management reaffirmed full-year 2026 net revenue of $1.455B-$1.475B and adjusted EBITDA of $310M-$330M; the setup is supportive only if investors gain confidence that modest top-line growth can coexist with margin discipline [#8-K-2026-05-07].
2026-11-30eventLarge repurchase authorization can cushion downside if execution stabilizesMedium impact
Yelp's board added $500M to the buyback in February 2026, leaving $413.8M authorized at March 31, 2026, and the company repurchased about 5.1M shares for roughly $125M in Q1; continued aggressive repurchases can support per-share metrics and provide valuation support, though that support weakens if cash usage and leverage rise further [#10-Q-2026-05-08].
2026-12-31catalystAI transformation and other-revenue mix shift could re-rate the storyHigh impact
Management said other revenue grew 75% year over year to a record $29M, highlighted Hatch, Yelp Host, data licensing and API products, and in the 10-Q disclosed new licensing agreements including OpenAI while targeting a $250M annual run rate for other revenue by the end of 2028; if these streams scale faster than core ad softness, the market could assign a higher multiple to Yelp's mix and durability [#10-Q-2026-05-08].
Recommendation
N/A
No formal recommendation provided.
As of 2026-05-16 • Updated nightlySource: Internal modelMethodology