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YALA

Yalla GroupB
NYSE / Media & Entertainment
Last Price
Quote time unavailable
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Current thesis
The Q2 print beat the top of the company’s prior revenue range, gaming revenue grew 11.6% year over year, MAUs increased 12.3%, and Q3 guidance was raised versus the prior outlook. Cash resources and the repurchase authorization provide support.
Posture
Constructive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +4.2.
What can break
Coverage is low, with no verified analyst revisions, target changes, or consensus surprise data available.
Momentum
27
Value
51
Sentiment
77
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $6.10 · Bull $7.50 · Bear $4.75Analysis 2026-08-20; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-10 • Model: HYBRID_IC_RP
AI Memo
As of 2026-08-20 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-09-10

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-10. Definitions

Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $7.28
Why
Momentum27 · Δ7d -5.2
Value51 · Δ7d 0.0
Sentiment77 · Δ7d +4.2
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.

Confirming evidence

  • • Sentiment remains the lead driver in the composite, 7D delta +4.2.

Contradictions & invalidation

  • • Coverage is low, with no verified analyst revisions, target changes, or consensus surprise data available.
  • • Geopolitical events may continue to pressure paying users and chatting revenue.
  • • Profitability weakened despite gaming growth: net income fell 19.7%, non-GAAP net income fell 12.7%, paying users declined, and selling and marketing expense more than doubled to support new-product promotion.

Catalyst clock

2026-08-17

Q2 revenue modestly exceeded company guidance while gaming accelerated

Lead driver: Sentiment · See AI snapshot
Momentum
27
9% active weight
Current posture
7d trendSoftening
Δ7d
-5.2
Δ21d
+4.8
Value
51
28% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
-21.1
Sentiment
77
62% active weight
Current posture
7d trendImproving
Δ7d
+4.2
Δ21d
+3.7
Why this grade

Composite grade B. Momentum 26.9 / Value 51.4 / Sentiment 77.2

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-08-20. Scenario method

B+
Bull case
25%
Probability
Target price
$7.50
Analysis reference price unavailable
Analysis 2026-08-20 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$6.10
Analysis reference price unavailable
Analysis 2026-08-20 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$4.75
Analysis reference price unavailable
Analysis 2026-08-20 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$816.81M
Beta
0.41
Shares Out
128.23M
P/E (TTM)
8.8
P/S (TTM)
3.24
P/FCF (TTM)
6.57
Rev YoY
-2.3%
EPS YoY
-10.8%
Gross Margin
+67.8%
Op Margin
+30.8%
Net Debt
-$753.18M
Current Ratio
10.30
As of 2026-09-10 • Updated nightlySource: Internal modelMethods & Data