YALA
Yalla GroupCNYSE / Media & Entertainment
Last Price
At close
2026-06-02
Current thesis
The bull case is that Yalla still has a profitable, cash-generative platform: Q1 MAUs grew 7.7% year over year, non-GAAP net margin remained high at 42.1%, and repurchases provide a concrete capital-return mechanism while the company works through softer growth [#IR-2026-05-18-Q1].
Posture
Mixed
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta +12.3.
What can break
No verified post-print analyst revision set was available in the packet, so missing revision evidence should not be treated as positive support.
Momentum
15
Value
62
Sentiment
85
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $7.50 · Bull $10.20 · Bear $5.40
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-19 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-06-02
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Neutral
Target $9.60
Why
Momentum15 · Δ7d -14.4
Value62 · Δ7d +0.5
Sentiment85 · Δ7d +12.3
So what
Balanced signals (Net Neutral). Wait for confirmation before sizing up.
Lead driver: Sentiment · See AI snapshot
Momentum
15
34% active weight
Current posture
7d trendSoftening
Δ7d
-14.4
Δ21d
-22.0
Value
62
32% active weight
Current posture
7d trendFlat
Δ7d
+0.5
Δ21d
+0.7
Sentiment
85
33% active weight
Current posture
7d trendImproving
Δ7d
+12.3
Δ21d
+36.0
Why this grade
Composite grade C. Momentum 14.9 / Value 62.0 / Sentiment 84.8
Fundamentals (TTM)As of 2026-06-01
Fundamentals (TTM)
As of 2026-06-01
Market Cap
$887.18M
Beta
0.41
Shares Out
158.07M
P/E (TTM)
8.8
P/S (TTM)
3.24
P/FCF (TTM)
6.57
Rev YoY
+0.8%
EPS YoY
+5.5%
Gross Margin
+66.6%
Op Margin
+36.0%
Net Debt
-$654.3M
Current Ratio
8.87
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology

