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YELP

YelpB
NYSE / Media & Entertainment
Last Price
At close
2026-07-20
View Chart
Current thesis
Primary-source evidence supports a cautious bull case centered on mix shift: other revenue is scaling materially faster than the core business, Hatch expands AI lead-management capability, and management reaffirmed full-year guidance despite a pressured local economy. At the anchor price, shares also trade below the packet's median target of $25.5 and below Yelp's disclosed Q1 repurchase average near $24.58, implying modest valuation support if execution holds.
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.3.
What can break
Cash and cash equivalents fell materially in Q1 as Yelp funded the Hatch acquisition, repurchased stock aggressively, and ended the quarter with $130M drawn on its revolving credit facility.
Momentum
60
Value
69
Sentiment
33
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $23.50 · Bull $28.00 · Bear $17.50
Data freshness
Prices
As of 2026-07-20
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-20 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-16 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-07-20
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $26.71
Why
Momentum60 · Δ7d +10.0
Value69 · Δ7d -0.3
Sentiment33 · Δ7d -4.4
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
60
26% active weight
Current posture
7d trendImproving
Δ7d
+10.0
Δ21d
+36.7
Value
69
39% active weight
Current posture
7d trendFlat
Δ7d
-0.3
Δ21d
+0.3
Sentiment
33
34% active weight
Current posture
7d trendSoftening
Δ7d
-4.4
Δ21d
-9.6
Why this grade

Composite grade B. Momentum 59.9 / Value 68.6 / Sentiment 32.9

Fundamentals (TTM)
As of 2026-07-17
Market Cap
$1.44B
Beta
0.55
Shares Out
54.99M
P/E (TTM)
13.5
P/S (TTM)
1.27
P/FCF (TTM)
6.00
Rev YoY
+0.8%
EPS YoY
-17.6%
Gross Margin
+86.4%
Op Margin
+12.9%
Net Debt
-$299.48M
Current Ratio
1.74
As of 2026-07-20 • Updated nightlySource: Internal modelMethodology