Yelp (YELP) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.63
- Estimate
- $0.43
- Surprise
- +48.1%
- Score today
- 5.5/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
Yelp (YELP) beat the $0.43 estimate with adjusted EPS of $0.63 — a large 48.1% upside surprise.
Coverage in the report window
- Yelp Lowers FY2026 Sales Guidance from $1.460B-$1.470B to $1.455B-$1.460B vs $1.466B Est — benzinga, 2026-11-05
Where TrendMatrix's rating stands now
TrendMatrix currently rates YELP Sell at 5.5/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate; this quarter's +48.1% surprise compares with a +29.3% four-quarter average. Next scheduled report: 2027-02-11.
What supports the rating
- Strong earnings beat streak (3/4)
- Attractive valuation
What argues against it
- Concentration risk — Product: advertising revenue (95.0%)
- Thin upside margin: 6.2%
- Sector modifier (Communication Services): -0.8
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $19.46
- Price target
- $20.66
- Stop
- $18.10
- Upside to target
- +6.2%
- Reward-to-risk
- 0.5:1
The stock trades at 9.3× trailing but 5.0× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: trading volume is running 1.7× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-11-07 — shown for context, not personalized investment advice.
YELP at TrendMatrix's latest read
Communication and media names are subscriber-economics stories; engagement and ARPU trends behind the print drive the reaction.
- Industry
- Internet Content & Information
- Market cap
- $1.06B
- P/E (fwd)
- 5.0
- P/E (ttm)
- 9.3
- 52-week range
- $17.27–$34.49
- Off 52-week high
- 43.6%
- RSI (14)
- 49
- Volume vs avg
- 1.70×
- Score today
- 5.5/10