Yelp (YELP) Q3 Earnings and Revenues Top Estimates

Core Insights - Yelp reported quarterly earnings of $0.61 per share, exceeding the Zacks Consensus Estimate of $0.47 per share, and showing an increase from $0.56 per share a year ago, resulting in an earnings surprise of +29.79% [1] - The company achieved revenues of $376.04 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 2.29% and up from $360.34 million year-over-year [2] - Yelp has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Earnings Performance - The earnings surprise of +29.79% indicates strong performance relative to expectations, with a previous quarter's surprise of +39.58% [1] - The company has shown a pattern of exceeding consensus estimates, with four consecutive quarters of positive surprises in both EPS and revenue [2] Stock Performance - Yelp shares have declined approximately 16.9% year-to-date, contrasting with the S&P 500's gain of 15.6% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.57, with projected revenues of $371.48 million, while the estimate for the current fiscal year is $2.08 on $1.47 billion in revenues [7] - The sustainability of the stock's price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4]