AI Integration And MENA Expansion May Improve Future Potential Amid Competition Risks

AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Published
18 Sep 24
Updated
29 Jul 25
AnalystConsensusTarget's Fair Value
US$8.10
10.5% overvalued intrinsic discount
29 Jul
US$8.95
Loading
1Y
128.9%
7D
14.0%

Author's Valuation

US$8.1

10.5% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 Jul 25
Fair value Increased 34%

The significant upward revision in Yalla Group's consensus analyst price target reflects improved sentiment driven by a higher expected future P/E and slightly improved revenue growth forecasts, raising the fair value estimate from $6.05 to $8.10. What's in the News Completed repurchase of 11,580,950 shares (7.68% of shares outstanding) for $76.82 million under its buyback initiative.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 24%

AnalystConsensusTarget has decreased future PE multiple from 9.8x to 7.5x and increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on02 Apr 25
Fair value Increased 33%

AnalystConsensusTarget has increased future PE multiple from 7.5x to 9.8x and decreased shares outstanding growth rate from -0.0% to -0.0%.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 6.96%

AnalystConsensusTarget has decreased revenue growth from 6.2% to 4.7%.

Shared on11 Mar 25
Fair value Decreased 20%

AnalystConsensusTarget has decreased future PE multiple from 9.1x to 7.7x and decreased shares outstanding growth rate from 0.0% to -0.0%.