Yelp: Tough Macro, But Guidance Can Improve From Here
Portfolio Pulse from
Yelp's stock has dropped by approximately 15% following a conservative FY25 outlook, predicting around 5% revenue growth and a slight adjusted EBITDA contraction. Despite this, Yelp's recent increase in ad clicks and plans to maintain headcount suggest potential for improved guidance.
March 03, 2025 | 7:00 pm
News sentiment analysis
Sort by:
Ascending
NEGATIVE IMPACT
Yelp's stock has declined by ~15% due to a conservative FY25 outlook, but recent ad click growth and stable headcount could lead to better-than-expected performance.
Yelp's stock price has been negatively impacted by a conservative FY25 outlook, which forecasts modest revenue growth and a slight EBITDA contraction. However, the company's recent increase in ad clicks and decision to keep headcount flat suggest potential for better-than-expected results, which could improve investor sentiment in the future.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100