https://yelp-sucks.com/member-dashboard/seekingalpha/activity/ Activity feed for Seeking Alpha. Thu, 23 Apr 2026 20:22:07 -0700 https://buddypress.org/?v= en-US 30 hourly 2 6e56fb3af6eadf9ffa0c53de89ba9dba https://yelp-sucks.com/?p=5263 Tue, 03 Mar 2026 22:39:12 -0800 Yelp: I'm Waiting For An Even Better PricePost Content​Yelp Inc. – News and Analysis on Seeking Alpha

]]> fd89ae0a68908f07dd6865c4105857c0 https://yelp-sucks.com/?p=5264 Tue, 03 Mar 2026 20:52:14 -0800 Yelp Inc. (YELP) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 TranscriptPost Content​Yelp Inc. – News and Analysis on Seeking Alpha

]]> f4c813d194a10a1807be9caff7cde787 https://yelp-sucks.com/?p=5254 Mon, 02 Mar 2026 16:20:00 -0800 Yelp: Losing Brand Appeal With ConsumersPost Content​Yelp Inc. – News and Analysis on Seeking Alpha

]]> cdf778bf9c0a366b9a7409e0771ee04a https://yelp-sucks.com/?p=5216 Wed, 18 Feb 2026 17:25:37 -0800 BofA breaks down performance metrics for top social media platformsPost Content​Yelp Inc. – News and Analysis on Seeking Alpha

]]> 1fd2b7ef7a26d06144ed21996cdf3691 https://yelp-sucks.com/?p=5193 Fri, 13 Feb 2026 07:30:12 -0800 Yelp Inc. 2025 Q4 – Results – Earnings Call PresentationPost Content​Yelp Inc. – News and Analysis on Seeking Alpha

]]> a17644db9a1b952fe15947831caf3778 https://yelp-sucks.com/?p=5195 Fri, 13 Feb 2026 05:24:21 -0800 Yelp Inc. (YELP) Q4 2025 Earnings Call TranscriptPost Content​Yelp Inc. – News and Analysis on Seeking Alpha

]]> 69f7a4bd810e896d5701c8939261c0b9 https://yelp-sucks.com/?p=4978 Tue, 16 Dec 2025 19:14:14 -0800 Yelp: A Value Trap As Ad Clicks Fall (Downgrade)Post Content​Yelp Inc. – News and Analysis on Seeking Alpha

]]> 69b12a3eb7980add1b4bd98f06936f65 https://yelp-sucks.com/?p=4844 Fri, 07 Nov 2025 04:26:08 -0800 Yelp Inc. (YELP) Q3 2025 Earnings Call TranscriptPost Content​Yelp Inc. – News and Analysis on Seeking Alpha

]]> 717f5a747b11af83e3aeb6808e127158 https://yelp-sucks.com/news-feed/p/23/ Mon, 06 Oct 2025 18:04:47 -0700 0 aa6c9f516b117a8963d32a7202be9b15 https://yelp-sucks.com/news-feed/p/2/ Mon, 06 Oct 2025 17:59:39 -0700 0 94234a2070b436b106e7802f212868f2 https://yelp-sucks.com/?p=4529 Mon, 06 Oct 2025 17:54:05 -0700 Yelp Looking To Repair Its Business Model With Repair Services Out With the Old (Restaurants), In With The New (Services) Yelp is perhaps most well-known for providing user reviews for restaurants and local businesses. Yet their business model is evolving, and while restaurants aren’t being abandoned, they are no longer the overwhelming focus for the social media platform. This is good news, as in their earnings call, company leadership acknowledged that the restaurant industry is facing mounting headwinds. Restaurant, retail, and other (RR&O) shrank by 5% during the last quarter in the face of macro headwinds and declining ad spending on the part of restaurants. Below, you can see that ad clicks have been decreasing rather rapidly. Yelp IR In the face of headwinds in the RR&O segment, management is shifting focus to services. You can now use Yelp to find plumbers, electricians, auto repair, landscapers, and more. Finding skilled tradespeople and the like can be daunting for the average consumer because the knowledge gap between the consumer and the professional is quite huge. Many people fear getting ripped off. A platform like Yelp can help reduce risks by increasing transparency and allowing people to provide feedback, positive or negative. Yelp Not only can you see reviews, but you can also see response times, pictures of work completed, services offered, and various other details. Yelp provides a protection plan to cover property damage, substandard work, and more. Yelp can also ensure that the professionals are licensed, which, if nothing else, should provide peace of mind. Getting repair work done can be taxing and daunting, so anything that adds peace of mind can add a lot of value. Mordor Intelligence The home repair market is massive. In 2025, Mordor Intelligence estimates that it will be worth $870 billion. If Yelp can capture just a small share of this market, it could have a lot of clout and potential value on its hands. Of course, capturing a share of that market is easier said than done, but Yelp is already a familiar brand for many people, and I believe the transition into services won’t prove especially difficult. The automotive repair market isn’t as big, but it’s still worth hundreds of billions, as shown below. Mordor Intelligence Fundamentals and Valuation Considerations When you look at the basic fundamentals, YELP is a pretty attractive stock. YELP’s GAAP TTM PE ratio is a healthy 14.37, below the sector median of 20.61. The Price/Sales ratio is a bit more expensive at 1.42, above the sector median of 1.27, but this still strikes me as a healthy number. The low PE ratio is especially attractive in my opinion, given that we live in an era of expensive PE ratios, especially in the tech field. One of the better comps for YELP is Nextdoor, a locally-focused social media network, but right now, Nextdoor isn’t profitable, so there’s no PE, while the PS ratio is quite high at 3.08. Seeking Alpha Unlevered free cash flows, as shown above, have been trending up, but declined in 2024 from 2023. Revenue YOY grew at a relatively healthy 5.37%, compared to the sector median of 3.32%. That said, Nextdoor outpaces YELP with a 9.65% revenue growth rate (YOY). Yelp’s 10.28% net income margin is healthy too, outpacing the 4.42% sector median, and vastly better than Nextdoor’s -25.72% net income margin. YELP has $311.1 million in cash and short-term investments and $980.2 million in total assets, versus $155.7 million in current liabilities and $233.8 million in total liabilities. I had been expecting to see more distressed numbers here, given the low PE ratio and general skepticism around the company, so this was a pleasant surprise. Seeking Alpha Seeking Alpha’s quant tools give YELP a hold rating, with momentum scoring the lowest. I tend to deemphasize momentum, as I believe it can be an emotionally driven trend. The C+ valuation grade is a bit ungenerous in my opinion, given the low PE and reasonable PS score. Seeking Alpha’s analysts also give YELP a hold rating, with optimism for the stock cooling off in recent weeks (Keep in mind, however, that this is a lightly covered stock, so a few grades can quickly sway the rating averages, which indeed appears to be why the average dropped to hold). Seeking Alpha While the fundamentals are quite solid, I believe that it’s YELP’s push into services that will either make or break the company. If Yelp can secure market share and become a reliable source for home repairs, auto repairs, and the like, the future is bright. Meanwhile, I believe Google reviews are slowly eroding Yelp’s position with recommendations for restaurants and the like. Source: https://seekingalpha.com/articlContinue Reading

]]> b944afffe278cef649d941e0841d92ba https://yelp-sucks.com/?p=4521 Mon, 06 Oct 2025 12:57:37 -0700 How AI agents in restaurants are transforming hospitality – Yelp for BusinessThis frees them up to focus on food preparation and quality control, directly impacting the guest experience and hopefully leading to rave reviews …

]]> 71ba384ff7d2e0635075b856c8c0d79d https://yelp-sucks.com/?p=4552 Wed, 23 Oct 2024 05:54:00 -0700 Yelp Stock: 3 Reasons We've Turned Bearish (Rating Downgrade) SuContinue Reading

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