YELP

Yelp Inc. ( YELP ) Q3 2026 Earnings Call November 5, 2026 5:00 PM EST Company Participants Kate Krieger - Member of Investor Relations Jeremy Stoppelman - Co-Founder, CEO & Director David Schwarzbach - Chief Financial Officer Joseph Nachman - Chief Operating Officer Conference Call Participants Alexander Vegliante - Goldman Sachs Group, Inc., Research Division Robert Coolbrith - Evercore ISI Institutional Equities, Research Division Thomas Guyer - Craig-Hallum Capital Group LLC, Research Division Sergio Segura - KeyBanc Capital Markets Inc., Research Division Kishan Patel - Raymond James & Associates, Inc., Research Division Zachary Witaszek - Robert W. Baird & Co. Incorporated, Research Division Nitin Bansal - BofA Securities, Research Division Presentation Operator Hello, everyone.

Yelp continues to face sharp declines, with a >30% drop year-to-date and no visible turnaround. I reiterate my "Sell" rating, citing decaying revenue, worsening margins, and persistent engagement declines. YELP's advertising business suffers from macro headwinds and falling ad clicks, while diversification efforts face stiff competition.

SAN FRANCISCO--(BUSINESS WIRE)--Yelp Inc. (NYSE: YELP), the company that connects people with great local businesses, today posted its financial results for the third quarter ended September 30, 2026 in the Shareholder Letter available on its Investor Relations website at yelp-ir.com. “Yelp continued to advance its AI transformation in the third quarter, and recently introduced more than 30 new features and updates, including a smarter and more personalized Yelp Assistant,” said Jeremy Stoppelm.

Here, we pick four Internet stocks - YELP, SHOP, CRWV and DOCN - that are likely to pull off a beat this earnings season.

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

Investors interested in Internet - Content stocks are likely familiar with Yelp (YELP) and RELX PLC (RELX). But which of these two companies is the best option for those looking for undervalued stocks?

Yelp (YELP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Yelp (YELP) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, YELP broke out above the 50-day moving average, suggesting a short-term bullish trend.

Over the last few weeks, personal assistants like Instinct, Fo, and Muse have enabled users to call businesses for customer support and appointment booking. Following this trend, Yelp is adding the ability for its app users to get a voice agent to call a restaurant to check wait times.