Yelp Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
5.2%projected annual EPS growth
Analyst Coverage
7analysts covering
FY EPS (est.)
$1.77next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
| Q4 and Full Year 2026 Earnings Release | 11 Feb 2027 |
Monitoring Framework
Key Performance Indicators
Net Revenue Annually361MTarget: 1.455 billion to 1.475 billion
Adjusted EBITDA Annually79MTarget: 310 million to 330 million
Other Revenue Quarterly29MTarget: 250 million annual run rate by end of 2028
Watch Items
- Macroeconomic pressure on local businesses (RR&O segment)Trigger: Continued decline in paying advertiser locations and ad clicksAction: Accelerate AI transformation and product-led efficiency initiatives to offset ad segment headwinds
- AI Transformation and Product AdoptionTrigger: Slower-than-expected adoption of Yelp Assistant and Yelp HostAction: Refine matching algorithms, expand partner integrations, and increase marketing of AI features
Research as of 20 Jun 2026