Held · Bookmarked
1 · 0
portfolio · users
Avg position size
0.1%
of holders' portfolios
13F filers
2
institutions
Market cap
$1.3B
55M shares
52-week range
$19.60 – $35.99
27% from low
Sector
SERVICES-PERSONAL SERVICES
Exchange
NYSE
CS
Borrow rate
0.38%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $942.8M | $1.01B | $872.9M | $1.03B | $1.19B | $1.34B | $1.41B | $1.46B |
| Cost of revenue | $57.9M | $62.4M | $57.2M | $78.1M | $105.7M | $114.2M | $123.7M | $142.6M |
| Gross profit | $884.9M | $951.8M | $815.7M | $953.7M | $1.09B | $1.22B | $1.29B | $1.32B |
| Gross margin | 93.9% | 93.8% | 93.4% | 92.4% | 91.1% | 91.5% | 91.2% | 90.3% |
| R&D | $212.3M | $230.4M | $232.6M | $276.5M | $305.6M | $332.6M | $326.0M | $313.7M |
| Operating income | $25.9M | $35.5M | −$38.8M | $31.5M | $58.4M | $79.0M | $151.0M | $185.1M |
| EBITDA | $68.7M | $84.9M | $15.7M | $126.6M | $163.3M | $175.3M | $238.5M | $264.5M |
| Net income | $55.4M | $40.9M | −$19.4M | $39.7M | $36.3M | $99.2M | $132.8M | $145.6M |
| Net margin | 5.9% | 4.0% | -2.2% | 3.8% | 3.0% | 7.4% | 9.4% | 9.9% |
| EPS (diluted) | 0.62 | 0.52 | -0.27 | 0.50 | 0.50 | 1.35 | 1.88 | 2.24 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $1.5B | $1.88 | $1.87–$1.89 | 6 |
| 2027 | $1.5B | $2.62 | $2.29–$3.14 | 7 |
| 2028 | $1.6B | $3.12 | $2.14–$3.87 | 3 |
Forward consensus · source: Financial Modeling Prep
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 |
| $4.6B |
| — |
| MSGEMadison Square Garden Entertainment Corp. | $80.30 | +1.85% | $3.8B | — |
| NNNextNav Inc. | $17.21 | +3.24% | $2.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
DDI
DoubleDown Interactive Co., Ltd. American Depository Shares
1 co-holder · 100% overlap
GAMB
Gambling.com Group Limited Ordinary Shares
1 co-holder · 100% overlap
BMBL
Bumble Inc. Class A Common Stock
1 co-holder · 100% overlap
GGR
Gogoro Inc. Ordinary Shares
1 co-holder · 100% overlap
LNSR
LENSAR, Inc. Common Stock
1 co-holder · 100% overlap
NNDM
Nano Dimension Ltd. American Depositary Shares
1 co-holder · 100% overlap
SIRI
Sirius XM Holdings, Inc
1 co-holder · 100% overlap
GSL
Global Ship Lease, Inc.
1 co-holder · 100% overlap
Ranked by collective conviction (sum of co-holders' % allocation) across public portfolios holding YELP.
Trading at 11.5× earnings vs its 27.5× historical median P/E.
Fair value ≈ $57.29 · price $24.00 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
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 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 ↗$YELP because this company should go bankrupt. Anthropic with AI agents along with a Coreweave datacenter can create and run this garbage business.
View on StockTwits ↗$QCOM $MSFT $CAT $YELP #Trending #Hot Stocks are on fire 🔥 🔥
View on StockTwits ↗$YELP $YHOO $Z $ZM I told you last week - Magnachip to Showcase MV MOSFET Portfolio for AI Servers and Data Centers Alongside Its Broader Power Semiconductor Portfolio at PCIM Europe 2026 SYMBOL(MX) Magnachip a small cap power solutions semiconductor company based in South Korea. • MKT Cap of $230 million. • Revenue of $180 million. • 8 inch foundry worth approximately 200 million – 36K wafers a month • Cash of $50 million, trading at $5.70 a share. ( as of last Friday) • Won’t be at this price for long. Magnachip to Showcase MV MOSFET Portfolio for AI Servers and Data Centers Alongside Its Broader Power Semiconductor Portfolio at PCIM Europe https://www.businesswire.com/news/home/20260526332549/en/Magnachip-to-Showcase-MV-MOSFET-Portfolio-for-AI-Servers-and-Data-Centers-Alongside-Its-Broader-Power-Semiconductor-Portfolio-at-PCIM-Europe-2026
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.