Yelp(US:YELP) ZACKS·2025-11-05 15:15Core Insights - Yelp (YELP) is expected to report quarterly earnings of $0.47 per share, a decline of 16.1% year-over-year, with revenues projected at $367.61 million, reflecting a 2% increase compared to the previous year [1] Earnings Projections - Over the last 30 days, the consensus EPS estimate has been revised downward by 1.3%, indicating a collective reassessment by analysts [2] - Changes in earnings projections are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate trends and short-term stock price movements [3] Revenue Estimates - Analysts estimate 'Net revenue - Advertising' to be $350.93 million, representing a year-over-year increase of 1.9% [4] - 'Net revenue - Other services' is forecasted to reach $16.68 million, indicating a year-over-year change of 4.7% [5] - 'Net revenue - Advertising revenue - Services' is expected to be $239.92 million, suggesting a 5.2% year-over-year increase [5] - 'Net revenue - Advertising revenue - Restaurants, Retail & Other' is projected at $110.99 million, reflecting a decline of 4.7% from the prior-year quarter [5] Advertising Locations - The estimated number of 'Paying Advertising Locations' is projected to be 512,000, down from 524,000 in the same quarter last year [6] - 'Paying Advertising Locations - Restaurants, Retail & Other' is expected to be 252,000, compared to 272,000 reported in the same quarter of the previous year [6] - 'Paying Advertising Locations - Services' is estimated at 260,000, up from 252,000 in the same quarter last year [7] Stock Performance - Over the past month, Yelp shares have returned +0.7%, while the Zacks S&P 500 composite has changed by +1% [7] - Yelp currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the overall market in the near future [7]