异动解读 | Yelp股价盘前大跌6.35%,第三季度指引令投资者失望

异动解读
Aug 08, 2025

周五盘前,Yelp Inc.(纽交所代码:YELP)股价大跌6.35%,主要原因是该公司发布的第三季度业绩指引低于市场预期,尽管其第二季度业绩表现强劲。

根据公司周四公布的财报,Yelp第二季度调整后每股收益为0.67美元,显著高于分析师预期的0.58美元。营收达到创纪录的3.7039亿美元,同比增长3.7%,超过了分析师一致预期的3.6682亿美元。然而,投资者更关注的是Yelp对未来的展望。该公司预计第三季度营收为14.65-14.75亿美元,低于分析师预期的15.4亿美元,这一疲软的指引引发了市场担忧。

Yelp首席执行官Jeremy Stoppelman表示,公司在产品主导战略方面取得了进展,特别是在人工智能领域。然而,首席财务官David Schwarzbach承认,在不确定的宏观经济环境下,公司整体增长有所放缓。尽管如此,Yelp仍然相信其严谨的财务方法和对产品创新的持续投资将推动长期财务表现。盘前股价的大幅下跌反映了投资者对公司短期增长前景的担忧,尽管其第二季度业绩表现良好。

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