VaramirStart free · no cardSign in
YELP as of Nov 1 · 03:05 ET
YELPNYSEServices-Personal Services

Yelp Inc · Brief

Next report

4 days

Nov 5 · after closeest.Q3 FY26
Earnings

Expected move

Inputs

Implied vs realized

8 reportsHistory
5 of 8≥ implied
avg implied
±7.7%
avg realized
±6.6%
Nov 7 '24±7.8%▼−1.21%×0.15
Feb 13 '25±7.8%▼−7.92%×1.02
May 8 '25±6.7%▲+9.07%×1.35
Aug 7 '25±7.2%▼−9.22%×1.29
Q3 FY25±7.5%▼−10.02%×1.34
Feb 12 '26±7.8%▼−8.10%×1.04
Q1 FY26±5.7%▼−4.98%×0.88
Q2 FY26±11.3%▲+2.08%×0.18
quarterimplied−15%0+15%realized×
Q2 FY26±11.3%▲+2.08%×0.18
Q1 FY26±5.7%▼−4.98%×0.88
Feb '26±7.8%▼−8.10%×1.04
Q3 FY25±7.5%▼−10.02%×1.34
Aug '25±7.2%▼−9.22%×1.29
May '25±6.7%▲+9.07%×1.35
2 older reports
Feb '25±7.8%▼−7.92%×1.02
Nov '24±7.8%▼−1.21%×0.15
Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Bull & bear

Nov 5 report · est.

Bull2

14disclosed supplier and customer ties in SEC filingsSEC filings
293managers reporting a position in the latest quarterly filings13F · Jun 30 '26

Bear2 of 4

4tracked funds holding YELPN-PORT · Aug 31 '26
0.04%of iShares Russell 2000 ETF's assets, the largest tracked-fund weightN-PORT · Jun 30 '26
AI captions · Sep 16 '26once per report · top 2 per case

Linked exposure

YELP report session

Suppliers 4

DASHDoorDash×0.35AMZNAmazon Web Services×0.26GOOGLGoogle×0.25AAPLApple Maps×0.19

Customers 1

YEXTYext×0.42
× = co-movement · max 501dSource: SEC filings · market data

Latest changes

30 daysAll changes
Oct 22impliedImplied move: ±12.6% into Nov 5 earnings (Oct 22 close).Source

Your note

privateThesis 0 · Decisions 0 · Observations 0

No thesis.