Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Yelp: Color on Quarter (41.49)<ul><li><strong>RBC</strong> lowers their price target to $49 from $55, maintains Outperform.<strong> </strong> Firm<strong> </strong>notes that Q4 results were solid, if not spectacular, though Q1 and '17 guidance came in below Street expectations. Nevertheless, they believe the long-term thesis remains unchanged.</li><li><strong>Stifel</strong> lowers their price target to $40 from $42, maintains Hold. Firm notes that Yelp delivered 4Q revenue roughly in line with consensus expectations, while adj. EBITDA came in well above Street forecasts. Despite the steady 4Q performance, Yelp failed to deliver upside similar to prior quarters and the company's 1Q / FY 2017 guidance came in slightly below consensus estimates on both revenue and adj. EBITDA. Expectations for 2017 may have risen in recent months following three straight quarters of accelerating Local Advertising growth and commentary about products like Transactions and Request a Quote, but Yelp is approaching monetization of these products with caution and they are less likely to move the needle on revenue growth this year than developments in the core business.</li><li><strong>Needham</strong> raises their price target to $45 from $43, maintains Buy. Firm notes Yelp reported solid 4Q16 results above expectations, but lower than expected FY17 guidance is likely to result in share weakness. On the positive side, the core local advertising remained strong with National Accounts and Self-Service layering on incremental revenue. They estimate that these advertising growth trends should continue in FY17, propelling Advertising revenue ~25% y/y. Management also intends to focus on growing transaction activity, and they estimate solid mid-20% growth in Transaction revenue. However, they believe EBITDA guidance could prove conservative as Yelp's investment in products and performance advertising should either drive incremental revenue above guidance or if unsuccessful costs are likely to be curtailed.</li></ul><p><em>Shares of Yelp are trading ~9.9% lower in the pre-market</em></p></td> </tr></table>"