Key Points
- Jeremy Stoppelman sold 30,000 Yelp shares on Jan. 23 at an average of $28.74 for $862,200, part of three recent insider sales totaling 90,000 shares that left him with 756,458 shares (valued at ~ $21.74M) and reduced his stake by about 3.8%.
- Yelp is acquiring AI lead-management platform Hatch for ~$270–$300M to boost monetization, even as the stock has slipped (~3.2% recently), the company’s market cap is ~$1.74B, and analysts remain mixed with a MarketBeat consensus rating of "Reduce" and an average target of ~$31.29.
Yelp Inc. (NYSE:YELP - Get Free Report) CEO Jeremy Stoppelman sold 30,000 shares of the firm's stock in a transaction on Friday, January 23rd. The stock was sold at an average price of $28.74, for a total transaction of $862,200.00. Following the transaction, the chief executive officer directly owned 756,458 shares in the company, valued at $21,740,602.92. The trade was a 3.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website.
Jeremy Stoppelman also recently made the following trade(s):
- On Tuesday, January 20th, Jeremy Stoppelman sold 30,000 shares of Yelp stock. The shares were sold at an average price of $28.07, for a total transaction of $842,100.00.
- On Friday, January 16th, Jeremy Stoppelman sold 30,000 shares of Yelp stock. The stock was sold at an average price of $28.48, for a total transaction of $854,400.00.
Yelp Stock Down 3.2%
NYSE YELP opened at $28.22 on Friday. The firm has a market cap of $1.74 billion, a P/E ratio of 12.49, a P/E/G ratio of 0.54 and a beta of 0.55. Yelp Inc. has a 52-week low of $27.29 and a 52-week high of $41.72. The business's 50-day moving average price is $29.68 and its 200 day moving average price is $31.42.
Yelp (NYSE:YELP - Get Free Report) last posted its quarterly earnings data on Thursday, November 6th. The local business review company reported $0.61 EPS for the quarter, beating the consensus estimate of $0.47 by $0.14. Yelp had a return on equity of 20.33% and a net margin of 10.23%.The firm had revenue of $376.04 million during the quarter, compared to the consensus estimate of $368.39 million. During the same period in the prior year, the business earned $0.56 EPS. The firm's revenue was up 4.4% compared to the same quarter last year. As a group, analysts anticipate that Yelp Inc. will post 2.22 earnings per share for the current year.
Key Stories Impacting Yelp
Here are the key news stories impacting Yelp this week:
- Positive Sentiment: Yelp announced it will acquire Hatch, an AI-powered lead-management/customer-communication platform, in a deal reported around $270M–$300M — a strategic push to embed AI into Yelp’s local-business offerings and boost monetization of service-business listings. This could accelerate revenue growth and improve lead conversion for advertisers if integration succeeds. Yelp to Buy Hatch for $270M in Cash Yelp Purchasing AI Lead Management Platform Hatch for $300 Million
- Positive Sentiment: Analyst/style-score coverage from Zacks labels Yelp as a top-ranked growth stock, highlighting attractive growth metrics and screen-based endorsements that can draw investor interest and institutional attention. Yelp (YELP) is a Top-Ranked Growth Stock: Should You Buy?
- Positive Sentiment: Zacks also profiles Yelp as a strong value stock on style-score screens, noting valuation and profitability metrics (helpful context for investors balancing growth and value exposures). Here's Why Yelp (YELP) is a Strong Value Stock
- Neutral Sentiment: Yelp released its 2026 "Top 100 Places to Eat" list (and related local/regional coverage). These annual lists drive consumer engagement and media attention, supporting ad inventory demand and brand reach — a modest, recurring positive for traffic and local-ad sales. Yelp Announces its 2026 Top 100 Places to Eat in the United States
- Negative Sentiment: Insider activity: CEO Jeremy Stoppelman sold 30,000 shares recently. While insider sales are often routine, the market sometimes treats them as a negative signal about insider conviction or as added share supply near a news event. Jeremy Stoppelman Sells 30,000 Shares of Yelp (NYSE:YELP) Stock
Wall Street Analysts Forecast Growth
A number of research firms recently weighed in on YELP. JPMorgan Chase & Co. dropped their price objective on shares of Yelp from $33.00 to $30.00 and set a "neutral" rating on the stock in a research note on Monday, November 10th. Morgan Stanley reduced their target price on shares of Yelp from $30.00 to $28.00 and set an "underweight" rating for the company in a research note on Tuesday, January 13th. Jefferies Financial Group boosted their price target on shares of Yelp from $31.00 to $32.00 and gave the stock a "hold" rating in a research note on Thursday, December 11th. Wall Street Zen raised shares of Yelp from a "hold" rating to a "buy" rating in a report on Saturday, December 6th. Finally, The Goldman Sachs Group set a $33.00 price objective on Yelp in a report on Tuesday, October 14th. One research analyst has rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Yelp has a consensus rating of "Reduce" and an average target price of $31.29.
Check Out Our Latest Report on YELP
Hedge Funds Weigh In On Yelp
A number of large investors have recently made changes to their positions in the stock. Jupiter Asset Management Ltd. lifted its position in shares of Yelp by 268.1% during the 2nd quarter. Jupiter Asset Management Ltd. now owns 753,173 shares of the local business review company's stock valued at $25,811,000 after acquiring an additional 548,586 shares during the period. Russell Investments Group Ltd. grew its holdings in shares of Yelp by 17.7% in the 2nd quarter. Russell Investments Group Ltd. now owns 295,562 shares of the local business review company's stock worth $10,148,000 after acquiring an additional 44,353 shares during the period. Acadian Asset Management LLC grew its holdings in shares of Yelp by 4.2% in the 2nd quarter. Acadian Asset Management LLC now owns 2,359,112 shares of the local business review company's stock worth $80,827,000 after acquiring an additional 95,933 shares during the period. Allianz Asset Management GmbH increased its stake in Yelp by 23.1% in the 2nd quarter. Allianz Asset Management GmbH now owns 683,935 shares of the local business review company's stock valued at $23,438,000 after purchasing an additional 128,138 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. raised its holdings in Yelp by 18.1% during the third quarter. Robeco Institutional Asset Management B.V. now owns 417,250 shares of the local business review company's stock worth $13,018,000 after purchasing an additional 63,848 shares during the last quarter. Hedge funds and other institutional investors own 90.11% of the company's stock.
About Yelp
(
Get Free Report)
Yelp is a digital platform that connects consumers with local businesses through user-generated reviews, ratings and multimedia content. The company's flagship offerings include the Yelp website and mobile applications for iOS and Android, where users can search for and discover restaurants, shops, service providers and other points of interest. In addition to crowd-sourced reviews and photographs, Yelp provides business profile pages featuring hours, contact information, menus and direct messaging capabilities.
Yelp generates revenue primarily through advertising services sold to small and medium-sized enterprises.
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