Sharemaestro company-news research for Yelp Inc (YELP), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.

NYSE United States Measured evidence

Company news sentiment

YELP news sentiment

Yelp Inc

Company headlines compared by relevance, subject, source independence, tone and the market's completed price response.

Weighted tone67Neutral is 50
Constructive news tone 68/100 evidence confidence 100% direct company focus 5 current stories across 2 publishers
Latest weekly closeUSD 25.56week of 7 Aug 2026
Dominant catalystEarnings76/100 classification confidence
News data statusHealthy0 duplicate stories removed

Current company news

Positive news being faded

Constructive news tone is drawn from 5 fresh independent stories, including 5 company-specific items across 2 publishers.

Latest source headline YELP Q2 Deep Dive: AI Initiatives and Licensing Drive Product Momentum Amid Advertising Headwinds finance.yahoo.com · 11 Aug 2026 17:25

What supports the read

Direct evidence

5 current stories are mapped specifically to YELP.

Narrative agreement

Cross-story agreement is 87/100, indicating a comparatively coherent tape.

What tempers the read

Source breadth

Only 2 publishers currently contribute to the measured read.

Price disagreement

Constructive headlines are not being rewarded by price, which raises a rejection flag.

67/100
Weighted toneConstructive news tone
68/100
Evidence confidencesolid confidence
100%/100
Company focus5 direct stories
87/100
Evidence agreement13/100 dispersion

News history

Tone and story flow over 21 days

Daily weighted evidence
07 Aug: 1 stories08 Aug: 1 stories09 Aug: 1 stories10 Aug: 1 stories11 Aug: 1 stories 07 Aug: tone 85, 1 stories08 Aug: tone 45, 1 stories09 Aug: tone 68, 1 stories10 Aug: tone 80, 1 stories11 Aug: tone 90, 1 stories 95505
24 Jul03 Aug13 Aug
Weighted toneStory volumeNeutral 50

Evidence confidence

What supports the score

Measured separately from tone

Confidence rises through sample depth, independent publishers, direct company relevance, freshness and agreement. A high or low tone score is not itself evidence of reliability.

Sample depth54
4.34 effective stories
Source breadth40
2 independent publishers
Direct relevance100
company-specific evidence share
Freshness60
recency-weighted evidence
Agreement87
cross-story consistency
Source independence26
lower publisher concentration

Price context

Sentiment against the 26-week price path

Positive news being faded

Constructive headlines are not being rewarded by price, which raises a rejection flag.

13 Feb 2026: close 20.98, indexed 100.020 Feb 2026: close 21.25, indexed 101.327 Feb 2026: close 22.29, indexed 106.206 Mar 2026: close 24.53, indexed 116.913 Mar 2026: close 23.83, indexed 113.620 Mar 2026: close 24.56, indexed 117.127 Mar 2026: close 24.36, indexed 116.103 Apr 2026: close 25.15, indexed 119.910 Apr 2026: close 25.46, indexed 121.417 Apr 2026: close 27.94, indexed 133.224 Apr 2026: close 28.74, indexed 137.001 May 2026: close 28.9, indexed 137.808 May 2026: close 27.08, indexed 129.115 May 2026: close 21.65, indexed 103.222 May 2026: close 22.39, indexed 106.729 May 2026: close 22.8, indexed 108.705 Jun 2026: close 23.25, indexed 110.812 Jun 2026: close 23.1, indexed 110.119 Jun 2026: close 22.88, indexed 109.126 Jun 2026: close 24.0, indexed 114.403 Jul 2026: close 26.52, indexed 126.410 Jul 2026: close 25.81, indexed 123.017 Jul 2026: close 26.22, indexed 125.024 Jul 2026: close 25.1, indexed 119.631 Jul 2026: close 26.43, indexed 126.007 Aug 2026: close 25.56, indexed 121.8 20 Jun 2026: sentiment 5221 Jun 2026: sentiment 5222 Jun 2026: sentiment 5222 Jun 2026: sentiment 5222 Jun 2026: sentiment 5222 Jun 2026: sentiment 5222 Jun 2026: sentiment 5222 Jun 2026: sentiment 5224 Jun 2026: sentiment 5224 Jun 2026: sentiment 5225 Jun 2026: sentiment 5225 Jun 2026: sentiment 5126 Jun 2026: sentiment 5326 Jun 2026: sentiment 5327 Jun 2026: sentiment 5227 Jun 2026: sentiment 5328 Jun 2026: sentiment 5429 Jun 2026: sentiment 5429 Jun 2026: sentiment 5330 Jun 2026: sentiment 5230 Jun 2026: sentiment 5230 Jun 2026: sentiment 5230 Jun 2026: sentiment 5303 Jul 2026: sentiment 5203 Jul 2026: sentiment 5304 Jul 2026: sentiment 5305 Jul 2026: sentiment 5306 Jul 2026: sentiment 5307 Jul 2026: sentiment 5410 Jul 2026: sentiment 5510 Jul 2026: sentiment 5515 Jul 2026: sentiment 5315 Jul 2026: sentiment 5316 Jul 2026: sentiment 5325 Jul 2026: sentiment 5425 Jul 2026: sentiment 5429 Jul 2026: sentiment 5230 Jul 2026: sentiment 5331 Jul 2026: sentiment 5431 Jul 2026: sentiment 5401 Aug 2026: sentiment 5302 Aug 2026: sentiment 5202 Aug 2026: sentiment 52
13 Feb15 May07 Aug
Weekly close, indexedSentiment score
26-week price+21.8%latest close 25.56
Sentiment change+0available snapshot window
One-week response-3.3%Price reacting lower
Fair-value position-26.4%Below fair value
Sentiment-trend disagreementValue support

News subjects

What is shaping the score

Earnings
Earnings814 stories · 80%
Guidance681 stories · 20%

Source mix

Where the evidence comes from

26/100 independence
finance.yahoo.com764 stories · 80%
seekingalpha.com851 stories · 20%

Recurring subjects

Subjects appearing most often

Current evidence
Advertising5Earnings4AI4Guidance3Share Buyback1Revenue Growth1Restaurant Tech1Ratings1Net Income1Local Business1

Earlier readings

How the score has changed

50 is the neutral baseline
ConstructiveBalanced or withheldCautious

Source headlines

The news behind the score

Showing 1-5 of 5

Every row shows the public evidence used to understand the read. Direct company stories carry more weight than industry or sector context; duplicate coverage is consolidated before scoring.

#190Tone
finance.yahoo.comDirect company coverage

YELP Q2 Deep Dive: AI Initiatives and Licensing Drive Product Momentum Amid Advertising Headwinds

YELP Q2 Deep Dive: AI Initiatives and Licensing Drive Product Momentum Amid Advertising Headwinds Local business platform Yelp (NYSE:YELP) beat Wall Street's revenue expectations in Q2 CY2026, with sales up 1.4% year on year to $375.5 million. The company expects the full year's revenue to be around $1.47 billion, close to analysts' estimates. Its non-GAAP profit of $0.95 per share was 22.1% above analysts' consensus estimates. Is now the time to buy YELP? Find out in our full research report (it's free). Yelp (YELP) Q2 CY2026 Highlights: Revenue: $375.5 million vs analyst estimates of $367 mi

AdvertisingAIData LicensingEarnings
Published
11 Aug 2026 17:25
Catalyst
Earnings
Evidence role
Direct company coverage
Duplicates
1 consolidated
#280Tone
finance.yahoo.comDirect company coverage

YELP Q2 Earnings Beat Estimates as Other Revenues Surge

Yelp Inc. YELP reported second-quarter 2026 earnings of 57 cents per share, declining 14.9% year over year. The Zacks Consensus Estimate for the bottom line is pegged at 32 cents per share. Yelp's second-quarter net revenues increased 1.4% year over year to $375.5 million and surpassed the consensus mark of $366 million. The top-line performance benefited from rapid growth in other revenues, while advertising revenues remained pressured. Other revenues jumped 98% year over year to $33 million, supported by Hatch, data licensing and food ordering. YELP's Revenue Mix Shows Mixed Advertising Tren

AdvertisingAIEarningsFree Cash FlowGuidanceShare Buyback
Published
10 Aug 2026 13:02
Catalyst
Earnings
Evidence role
Direct company coverage
Duplicates
1 consolidated
#368Tone
finance.yahoo.comDirect company coverage

Yelp Q2 Earnings Call Highlights

Key Points Interested in Yelp Inc.? Here are five stocks we like better. Q2 revenue rose 1% to $376 million, exceeding guidance, while net income fell 28% to $32 million and adjusted EBITDA declined 9% to $91 million. AI and adjacent businesses drove growth: other revenue nearly doubled to $33 million, Hatch's annual revenue run rate reached $35 million, and Yelp Host handled 2.4 million calls annually by July. Yelp expects continued local-business weakness and investment pressure. It narrowed full-year revenue guidance to $1.460 billion–$1.470 billion, forecast third-quarter adjusted EBITDA o

AdvertisingAIEarningsLocal BusinessNet IncomeRatings
Published
09 Aug 2026 18:03
Catalyst
Guidance
Evidence role
Direct company coverage
Duplicates
1 consolidated
#445Tone
finance.yahoo.comDirect company coverage

Does Tighter 2026 Guidance And AI Adoption Change The Bull Case For Yelp (YELP)?

In early August 2026, Yelp Inc. narrowed its fiscal 2026 net revenue guidance to a range of US$1.46 billion to US$1.47 billion, while its AI-powered restaurant tool Yelp Host surpassed 1 million handled calls and expanded integrations for reservations and takeout ordering across the US and Canada. By pairing more precise revenue guidance with rapid adoption of Yelp Host's automation capabilities, Yelp is signaling growing confidence in its AI-driven services as a meaningful contributor to its broader business. We'll now examine how Yelp's tighter 2026 revenue guidance and rapid uptake of Yelp

AdvertisingAIGuidanceRestaurant TechRevenue Growth
Published
08 Aug 2026 05:11
Catalyst
Earnings
Evidence role
Direct company coverage
Duplicates
1 consolidated
#585Tone
seekingalpha.comDirect company coverage

Yelp shares rise 5% on strong Q2, ignoring warnings that economic conditions could pressure revenue

[MasterCard, VISA, American Express, Discover payment options on a restaurant door] Michael Vi Shares of Yelp (YELP [https://seekingalpha.com/symbol/YELP]) rose more than 5% on Friday following a strong earnings report [https://seekingalpha.com/news/4628414-yelp-gaap-eps-of-0_57-beats-by-0_21-revenue-of-375_52m-beats-by-8_62m], with both EPS and revenue topping analyst estimates. The local business review platform reported GAAP earnings of $0.57 per share, beating estimates by $0.21. Revenue rose 1.4% Y/Y to $375.52M. “Yelp Assistant drove early positive signs in engagement, Yelp Host scaled r

AdvertisingAI TransformationEarningsEarnings NewsEarnings ReportGuidance
Published
07 Aug 2026 18:13
Catalyst
Earnings
Evidence role
Direct company coverage
Duplicates
1 consolidated

How the page works

How to read the score

Tone is directional

It describes the weighted balance of qualifying headlines. A score of 50 can mean a balanced tape or that direction has been withheld for insufficient evidence; the status label distinguishes them.

Confidence is separate

Confidence measures depth, source breadth, direct relevance, freshness and agreement. It does not rise merely because the tone is extreme.

Price is confirmation

Weekly price response, trend and fair-value position test whether the market is accepting or rejecting the news. They never rewrite the news score.

Classification, not prediction

The page describes completed evidence available at the stated time. It is research context, not a forecast, recommendation, target or execution instruction.

Evidence context