Yelp Market Sentiment

Market sentiment signals for Yelp (YELP): analyst consensus, short interest, options flow and insider activity.

Key Signals

Analyst Consensus— Neutral

Short Interest▼ 34.0% short float

Options Flow▲ 0.13 P/C ratio

Insider Activity▼ Net Seller (30d)

Analyst Consensus

Neutral

10 analysts

Options Flow (P/C)

0.13

More calls — Bullish

226 calls · 30 puts

Avg Consensus PT

$31

+52.2%

Highest Price Target

$48

+137.6%

Craig-Hallum

Lowest Price Target

$17

-15.8%

Morgan Stanley

Short Interest

34.0%

Rising — Bearish

Insider Activity (30d)

Net Seller

Short Interest — % of Float

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Oct 13, 2026	Morgan Stanley	Brian Nowak—	-15.8%	$24 → $17	Maintained	Underweight
Sep 11, 2026	JP Morgan	Cory Carpenter—	-5.9%	$19	Assumes	Underweight
May 15, 2026	Morgan Stanley	Brian Nowak—	+18.8%	$28 → $24	Maintained	Underweight
May 8, 2026	JP Morgan	Cory Carpenter—	+28.7%	$22 → $26	Maintained	Neutral
Feb 17, 2026	JP Morgan	Cory Carpenter—	+8.9%	$30 → $22	Maintained	Neutral
Feb 17, 2026	Goldman Sachs	Eric Sheridan—	+23.8%	$33 → $25	Maintained	Neutral
Jan 13, 2026	Morgan Stanley	Brian Nowak—	+38.6%	$30 → $28	Maintained	Underweight
Dec 11, 2025	Jefferies	John Colantuoni—	+58.4%	$31 → $32	Maintained	Hold
Nov 10, 2025	JP Morgan	Cory Carpenter—	+48.5%	$33 → $30	Maintained	Neutral
Nov 10, 2025	Evercore ISI Group	Shweta Khajuria—	+88.1%	$45 → $38	Maintained	Outperform
Oct 13, 2025	Evercore ISI Group	Shweta Khajuria—	+122.8%	$37 → $45	Upgrade	In-Line→Outperform
Aug 8, 2025	B of A Securities	Nitin Bansal—	+48.5%	$31 → $30	Maintained	Underperform
Apr 22, 2025	JP Morgan	Cory Carpenter—	+73.3%	$36 → $35	Maintained	Neutral
Apr 17, 2025	Morgan Stanley	Brian Nowak—	+48.5%	$35 → $30	Maintained	Underweight
Jan 13, 2025	Morgan Stanley	Brian Nowak—	+73.3%	$34 → $35	Maintained	Underweight
Nov 8, 2024	Baird	Colin Sebastian—	+83.2%	$39 → $37	Maintained	Neutral
Oct 14, 2024	Goldman Sachs	Eric Sheridan—	+88.1%	$46 → $38	Downgrade	Buy→Neutral
Sep 16, 2024	B of A Securities	Nitin Bansal—	+48.5%	$30	Initiate	Underperform
Aug 12, 2024	JP Morgan	Cory Carpenter—	+73.3%	$38 → $35	Maintained	Neutral
Jul 23, 2024	Morgan Stanley	Brian Nowak—	+68.3%	$32 → $34	Maintained	Underweight
Jul 16, 2024	Wolfe Research	Shweta Khajuria—	—	—	Initiate	Peer Perform
May 10, 2024	Craig-Hallum	Jason Kreyer—	+137.6%	$55 → $48	Maintained	Buy
May 10, 2024	Baird	Colin Sebastian—	+93.1%	$44 → $39	Maintained	Neutral
Mar 27, 2024	Raymond James	Josh Beck—	—	—	Initiate	Market Perform
Dec 8, 2023	Craig-Hallum	Jason Kreyer—	+172.3%	$60 → $55	Maintained	Buy