Added to YB: 2026-09-14
Pitch date: 2026-09-10
YELP [bullish]
Yelp Inc.
Author Info
No bio for this author
Company Info
Yelp Inc. operates a platform that connects consumers with local businesses in the United States and internationally.
Market Cap
$1.1B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.48
P/E
9.79
EV/Sales
0.77
Sector
Interactive Media and Services
Category
growth
Yelp: Building the Local-Commerce Layer for the AI Era
YELP (update): Yelp may be evolving from a legacy advertising and review site into a local-commerce data and transaction layer for AI platforms, linking AI queries and proprietary, high-intent data to reservations, quotes and merchant responses. Other Revenue is already running at roughly $133M annualized versus management’s $250M year-end 2028 target; earnings could inflect before revenue, though heavy Hatch investment may reduce near-term EBITDA.
Read full article (2 min)