Yalla Group Limited

Report azionario NYSE:YALA

Capitalizzazione di mercato: US$959.6m

Yalla Group Crescita futura

Criteri Future verificati 1/6

Si prevede che Yalla Group aumenterà gli utili e i ricavi rispettivamente del 6.6% e 5.2% all'anno, mentre si prevede che l'EPS crescerà del 1.6% all'anno.

Informazioni chiave

6.6%

Tasso di crescita degli utili

1.62%

Tasso di crescita dell'EPS

Interactive Media and Services crescita degli utili12.4%
Tasso di crescita dei ricavi5.2%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento19 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione May 04

YALA: Share Repurchases Will Support Higher Profitability And Future Upside

Analysts have adjusted their price target on Yalla Group to $8.60 from $9.27, citing updated assumptions around a lower revenue growth rate, a higher discount rate, a higher projected profit margin of 44.54%, and a lower future P/E multiple of 8.67. What's in the News Yalla Group has been running a share repurchase program announced on May 21, 2021, under which it has repurchased 15,682,173 shares, representing 10.27% of its share base, for a total of US$106.02 million, including 660,552 shares repurchased between October 1, 2025 and December 31, 2025 for US$4.7 million (Key Developments).
Aggiornamento della narrazione Apr 20

YALA: Esports Partnerships And Buybacks Will Support Measured Long Term Returns

Analysts have trimmed their price target on Yalla Group by $0.90 as they factor in a slightly higher discount rate, more moderate revenue growth, a small uplift in profit margin, and a lower future P/E assumption. What's in the News Yalla Group announced a share repurchase program authorizing up to US$150 million of American depositary shares and Class A ordinary shares, to be funded from existing cash over a 24 month period (Key Developments).
Aggiornamento della narrazione Apr 05

YALA: Expanded Buybacks And Saudi Esports Partnership Will Support Future Upside

Analysts have kept their $10.30 price target for Yalla Group unchanged, citing only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions that do not materially change their overall valuation perspective. What's in the News Yalla Group updated investors that, from October 1, 2025 to December 31, 2025, it repurchased 660,552 shares, representing 0.43% of shares, for US$4.7 million under its ongoing buyback program (Key Developments).
Aggiornamento della narrazione Mar 22

YALA: Share Repurchases And Saudi Esports Expansion Will Drive Future Upside

Analysts have kept their $10.30 price target for Yalla Group unchanged, citing relatively stable assumptions on discount rate, revenue growth, profit margin, and future P/E as reasons to maintain their view rather than adjust it. What's in the News Yalla Group completed a share repurchase tranche between October 1, 2025 and December 31, 2025, buying back 660,552 shares for US$4.7 million.
Seeking Alpha Mar 17

Yalla: The Social Status Economy Trading At A Deep Discount

Summary Yalla (YALA) is rated a Buy, trading at ~7x earnings with strong margins and disciplined cost control. Despite flat revenue and a 15% drop in paying users, YALA grew net income by 10.4% in 2025. YALA's net cash position, ongoing buybacks, and new game launches offer valuation support and potential upside. Risks include geographic concentration, slowing revenue, and regulatory headwinds, but current valuation prices in structural decline. Read the full article on Seeking Alpha
Aggiornamento della narrazione Mar 08

YALA: Saudi Esports Partnerships Will Support Future Upside Case

Analysts have nudged their price target for Yalla Group higher to $10.30 per share, citing updated assumptions around discount rate, revenue growth, profit margin and forward P/E that slightly adjust their valuation framework. What's in the News Yalla Group signed two Memoranda of Understanding with the Saudi Esports Federation to support Saudi Arabia's National Gaming and Esports Strategy and Vision 2030 goals, focusing on building out the national esports ecosystem.
Aggiornamento della narrazione Feb 22

YALA: Saudi Esports Partnerships Will Support Stronger Long Term Returns

Analysts have modestly adjusted their price target on Yalla Group, with updated assumptions for revenue growth, profit margins and a slightly lower future P/E. This has led to a refreshed view of fair value in the $8.50 range.
Aggiornamento della narrazione Feb 07

YALA: Esports Partnerships And Margin Outlook Will Support Bullish Case

Analysts have kept Yalla Group's fair value estimate at US$10.30 per share. They explained the unchanged target by noting that slightly revised revenue growth and P/E assumptions are offset by expectations for stronger profit margins.
Aggiornamento della narrazione Jan 24

YALA: Share Repurchases And Stable Outlook Will Support Stronger Future Returns

Analysts have kept their price target for Yalla Group broadly steady, reflecting only a marginal tweak to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions, rather than a material shift in their view on the stock’s valuation in US$ terms. What's in the News Yalla Group repurchased 1,486,184 shares between July 1, 2025 and September 30, 2025, representing 0.95% of its shares, for a total of US$10.9 million under its ongoing buyback program (Key Developments).
Aggiornamento della narrazione Jan 09

YALA: Ongoing Share Repurchases Will Support Stronger Future Shareholder Returns

Analysts kept their fair value estimate for Yalla Group steady at US$8.50, with only small tweaks to the discount rate, revenue growth outlook and assumed future P/E. Together, these factors support maintaining the existing price target level rather than making a sizable change.
Aggiornamento della narrazione Dec 26

YALA: Ongoing Share Repurchases Will Drive Stronger Future Shareholder Returns

Analysts have modestly raised their price target on Yalla Group to 8.56 dollars from 8.55 dollars, citing slightly improved expectations for long term revenue growth, profitability, and valuation multiples. What's in the News From July 1, 2025 to September 30, 2025, Yalla Group repurchased 1,486,184 shares, or about 0.95 percent of its outstanding shares, for 10.9 million dollars, as part of its ongoing share buyback program (company filing).
Aggiornamento della narrazione Dec 12

YALA: Share Repurchases And Rising Margins Will Drive Stronger Returns

Analysts have raised their price target on Yalla Group by approximately 13 percent to the mid single digit dollar range, citing improved profit margin expectations and a modestly higher justified earnings multiple despite slightly softer projected revenue growth. What's in the News Completed share repurchase program announced in May 2021, with a total of 15,021,621 shares bought back for approximately $101.3 million, representing about 9.8% of shares outstanding (company disclosure) Most recent tranche of the buyback, from July 1 to September 30, 2025, involved the repurchase of 1,486,184 shares for $10.9 million, equal to roughly 0.95% of shares (company disclosure) Issued fourth quarter 2025 revenue guidance in the range of $78 million to $85 million, reflecting management's current view of market conditions and demand (company guidance) Valuation Changes Fair Value: risen modestly from 7.5 to 8.5, reflecting a slightly higher intrinsic valuation estimate.
Aggiornamento della narrazione Aug 15

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

Upward revisions to Yalla Group’s consensus revenue growth forecasts and a slight decrease in its future P/E ratio have contributed to the increase in the analyst price target from $8.10 to $8.53. What's in the News Completed repurchase of 5,409,723 shares for $35.6 million, totaling 13,535,437 shares (8.89%) for $90.42 million under existing buyback.
Articolo di analisi Jul 24

Yalla Group Limited (NYSE:YALA) Surges 27% Yet Its Low P/E Is No Reason For Excitement

Yalla Group Limited ( NYSE:YALA ) shares have had a really impressive month, gaining 27% after a shaky period...
Articolo di analisi Jun 30

Should You Be Adding Yalla Group (NYSE:YALA) To Your Watchlist Today?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Articolo di analisi May 09

Yalla Group Limited's (NYSE:YALA) Price Is Right But Growth Is Lacking After Shares Rocket 43%

Despite an already strong run, Yalla Group Limited ( NYSE:YALA ) shares have been powering on, with a gain of 43% in...
Seeking Alpha Mar 29

Yalla: Undervalued Cash Machine Set For Double-Digit Growth

Summary Yalla's strong cash generation and net cash position of $653M reinforce its potential for dividends and buybacks, making it an attractive investment. The company achieved record revenues of $90M in 4Q24, driven by user growth and increased spending per user, with improved gross margins. Yalla's new game launches and partnerships in 2025 are expected to drive double-digit revenue growth, expanding its user base and increasing in-game spending. Shareholder remuneration is set to increase with an extended buyback program and potential dividends, supporting a positive outlook and a target price of $11.71. Read the full article on Seeking Alpha
Articolo di analisi Mar 25

Yalla Group Limited (NYSE:YALA) Held Back By Insufficient Growth Even After Shares Climb 25%

The Yalla Group Limited ( NYSE:YALA ) share price has done very well over the last month, posting an excellent gain of...
Seeking Alpha Jan 29

Yalla Group: Undervalued Tech Giant With A Huge Upside Potential

Summary Yalla Group Limited, based in Dubai, specializes in social and gaming apps for the MENA region, with a strong focus on cultural localization and voice communication. The company employs a freemium model, generating revenue through virtual tokens, in-app purchases, and personalized services, while maintaining strong margins and operational efficiency. Yalla stock is significantly undervalued, with a P/E ratio of 5.3x and an adjusted P/E of 1x, trading below book value with 75% of assets in cash. Recommendation: Buy. Yalla's solid liquidity, consistent margins, and shareholder-friendly programs like buybacks and potential dividends offer sustained upside potential and reduced investment risk. Read the full article on Seeking Alpha
Seeking Alpha Dec 07

Yalla Group: Poised For A Breakthrough With Strong Fundamentals

Summary Yalla Group, a Dubai-based developer of social and gaming apps for the MENA region, is undervalued with a P/E ratio of ~5.7x and significant cash reserves. The stock has underperformed major indices by a huge margin, despite stable growth in revenues and cash flows. Recent financial performance shows growth in revenues, net income, and user base, indicating stable growth and potential mispricing opportunity. Risks include high revenue concentration from two main apps, but these concerns appear overblown given the company's cash flow and valuation. Read the full article on Seeking Alpha
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Nuova narrazione Sep 18

Expanding In MENA With Innovative Gaming Strategies Faces Profit Margin Challenges

Yalla Group's strategic enhancements in user acquisition and operational efficiency are poised to elevate user base and margins through AI and better technology use.
Seeking Alpha Aug 07

Yalla Group: The Proverbial Hit Or Miss

Summary Yalla, a Dubai-based social media and gaming company, has posted impressive growth but a drastic 90% drop in stock price. Allegations of fraud have emerged since Yalla's IPO, casting doubt on the company's integrity and potential investment opportunity. Investors face a dilemma: believe in Yalla's impressive financials or fear the risk of permanent capital destruction due to possible fraud. Read the full article on Seeking Alpha
Seeking Alpha Jul 18

Yalla Group's Growth Slows Amid Macroeconomic Headwinds (Downgrade)

Summary Yalla Group Limited provides a social media networking platform for Middle Eastern users. Revenue growth has slowed and is expected to slow further from forward guidance and macroeconomic headwinds. The social media market in the MENA region is expected to reach $59 billion by 2029, but piracy and lax copyright enforcement may hinder growth. My outlook for Yalla Group Limited is downgraded from Buy to Neutral (Hold). Read the full article on Seeking Alpha
Seeking Alpha Mar 18

Yalla Seeks Major Game Publishers For 'Act Two' Of Its Hardcore Gaming Foray

Summary Yalla’s revenue could return to double-digit growth in the first quarter, as it improves its user monetization and rolls out new functions for its core social media services. The company said its first two hardcore games were valuable test cases and is shifting its focus to working with more established game publishers. Yalla is hoping not only to introduce its own new products into its core base in the Middle East and North Africa (MENA), but also position itself as a partner for other global companies looking to enter the market. Read the full article on Seeking Alpha
Seeking Alpha Feb 06

Yalla Group: High Uncertainty Despite Strong Balance Sheet

Summary Yalla Group aspired to be the "Clubhouse of MENA". It operates the voice-based group chat platform Yalla and the gaming app Yalla Ludo. YALA's share price has been trading sideways since its peak in February 2021. Balance sheet and profitability are strong, but overall growth prospects are unclear. Heightened competition, past red flags, and elevated risk profile due to the gaming business making YALA too risky despite my 15% upside projection, in my view. Read the full article on Seeking Alpha
Articolo di analisi Jan 15

Should You Be Adding Yalla Group (NYSE:YALA) To Your Watchlist Today?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Nov 27

Yalla Profit Zooms On Gaming Jump, Enhanced Efficiency

Summary Yalla’s revenue rose 6.4% in the third quarter, fueled by a 31% jump in revenue from its gaming operation. The company’s paying users posted a rare decline in the quarter as Yalla shifted its focus to higher-spending users. Yalla is a relatively conservative company with little debt and large cash reserves that totaled $545 million at the end of September. Read the full article on Seeking Alpha
Seeking Alpha Nov 01

Yalla Group: Bullish Trend Appears To Be On

Summary Yalla Group's share prices have experienced a significant decline but have rebounded over the past year. The company's strong growth can be attributed to factors such as increased user engagement, product diversification, and strategic partnerships. Yalla has a strong moat based on brand loyalty, network effects, and economies of scale, positioning it for long-term success in the online social entertainment and gaming industry. Given the strong growth levers, moat, and technical analysis, I recommend buying YALA stock. Read the full article on Seeking Alpha
Articolo di analisi Oct 12

Should You Investigate Yalla Group Limited (NYSE:YALA) At US$5.39?

Yalla Group Limited ( NYSE:YALA ), might not be a large cap stock, but it saw a significant share price rise of over...
Articolo di analisi Aug 19

Do Yalla Group's (NYSE:YALA) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Seeking Alpha Aug 16

Yalla Group Grows Revenue And Profits As It Launches New Games

Summary Yalla Group Limited reported Q2 2023 financial results, missing consensus revenue estimates. The company operates a voice-centric social networking and entertainment service in the Middle East and North Africa regions. Based on my discounted cash flow calculation, the stock may be undervalued, and I reiterate a Buy outlook at around $5.20. Read the full article on Seeking Alpha
Articolo di analisi Jul 12

Is Yalla Group Limited (NYSE:YALA) Trading At A 27% Discount?

Key Insights The projected fair value for Yalla Group is US$6.75 based on 2 Stage Free Cash Flow to Equity Current...
Articolo di analisi May 12

Is Yalla Group Limited (NYSE:YALA) Potentially Undervalued?

Yalla Group Limited ( NYSE:YALA ), might not be a large cap stock, but it saw significant share price movement during...
Articolo di analisi Mar 16

Earnings Update: Yalla Group Limited (NYSE:YALA) Just Reported And Analysts Are Trimming Their Forecasts

Yalla Group Limited ( NYSE:YALA ) shareholders are probably feeling a little disappointed, since its shares fell 6.3...
Articolo di analisi Feb 22

An Intrinsic Calculation For Yalla Group Limited (NYSE:YALA) Suggests It's 47% Undervalued

Key Insights The projected fair value for Yalla Group is US$8.68 based on 2 Stage Free Cash Flow to Equity Yalla...
Seeking Alpha Feb 08

Yalla Group Expands Offerings For MENA Social Network

Summary Yalla Group reported its Q3 2022 financial results on November 14, 2022. The firm operates a voice-based social network in the MENA region. YALA has produced moderate revenue growth and profits and continues to expand its product offerings. My outlook on YALA is a Buy at around $5.00 per share. A Quick Take On Yalla Group Yalla Group (YALA) went public in September 2020, raising approximately $140 million in gross proceeds in an IPO priced at $7.50 per ADS. The firm operates a voice-centric social networking and entertainment service that covers the Middle East and Northern Africa regions. YALA is producing moderate growth and profits while expanding its product offerings further into gaming. My outlook is a Buy at around $5.00 per share. Yalla Group Overview Dubai, United Arab Emirates-based Yalla was founded to develop an online community service focused on the Middle East and North Africa [MENA] region that is built on voice communication rather than just written texting. Management is headed by founder, Chairman and CEO Mr. Tao Yang, who was previously manager of ZICT Technology Co and vice president of Beijing Feinno Communication Technology. The company’s primary offerings include: Voice Chat Social Network Entertainment Online Games Gift Exchange The firm provides its app to users through major mobile platform operators such as Apple and Google. Management believes there is a 'significant imbalance between the supply of, and demand for, online social networking and entertainment options in MENA.' Yalla’s Market & Competition According to a 2019 market research report by Wamda, Crowd Analyzer, along with Hootsuite and APCO Worldwide, issued a report that analyzed over 172 million social media interactions and concluded that MENA social media users are 'becoming more active and engaged online where conversations are taking place about brands, business and services alongside fashion, politics and religion.' User bases have shown growth on nearly every social media platform, and that growth has been driven primarily by Generation X persons. Notably, Saudi Arabia registered a social media penetration rate of 75%; in Egypt, users were interested in a 'much broader variety of topics, including politics, religion, sports and social development.' Major competitive or other industry participants include: Meta (META) Tik Tok Twitter Snapchat (SNAP) Other social media-enabled services Yalla’s Recent Financial Performance Total revenue by quarter has grown per the chart below: Total Revenue (Seeking Alpha) Gross profit margin by quarter has trended lower in recent quarters: Gross Profit Margin (Seeking Alpha) Selling, G&A expenses as a percentage of total revenue by quarter have also trended lower more recently: Selling, G&A % Of Revenue (Seeking Alpha) Operating income by quarter has risen in recent reporting periods: Operating Income (Seeking Alpha) Earnings per share (Diluted) have trended slightly higher recently: Earnings Per Share (Seeking Alpha) (All data in the above charts is GAAP) In the past 12 months, YALA’s stock price has fallen 23.4% vs. that of QQQM’s Nasdaq 100 index’s fall of 14.8%, as the chart below indicates: 52-Week Stock Price Comparison (Seeking Alpha) Valuation And Other Metrics For Yalla Group Below is a table of relevant capitalization and valuation figures for the company: Measure [TTM] Amount Enterprise Value / Sales 1.1 Enterprise Value / EBITDA 4.0 Price / Sales 2.6 Revenue Growth Rate 16.6% Net Income Margin 27.7% GAAP EBITDA % 28.1% Market Capitalization $744,336,830 Enterprise Value $329,164,544 Operating Cash Flow $144,240,944 Earnings Per Share (Fully Diluted) $0.47 (Source - Seeking Alpha) Below is an estimated DCF (Discounted Cash Flow) analysis of the firm’s projected growth and earnings: Yalla Group Discounted Cash Flow Calculation (GuruFocus) Assuming generous DCF parameters, the firm’s shares would be valued at approximately $5.87 versus the current price of $5.01, indicating they are potentially currently undervalued, with the given earnings, growth, and discount rate assumptions of the DCF. The Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory. Yalla’s most recent GAAP Rule of 40 calculation was 44.7% as of Q3 2022, so the firm has performed well in this regard, per the table below: Rule of 40 - GAAP Calculation Recent Rev. Growth % 16.6% GAAP EBITDA % 28.1% Total 44.7% (Source - Seeking Alpha) Commentary On Yalla Group In its last earnings call (Source - Seeking Alpha), covering Q3 2022’s results, management highlighted its revenue growth exceeding the high end of its previous guidance and the third quarter in a row of record revenue for the firm. The company also featured its Yalla Game offering, ‘to explore the mid-core hard-core game distribution business as a complement to our casual game portfolio.’

Previsioni di crescita degli utili e dei ricavi

NYSE:YALA - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/2028375167N/AN/A1
12/31/2027377153146N/A3
12/31/202634312720N/A2
3/31/2026337142N/AN/AN/A
12/31/2025342150135138N/A
9/30/2025349148N/AN/AN/A
6/30/2025348146N/AN/AN/A
3/31/2025345141N/AN/AN/A
12/31/2024340136172173N/A
9/30/2024330134N/AN/AN/A
6/30/2024326131N/AN/AN/A
3/31/2024324128N/AN/AN/A
12/31/2023319117138139N/A
9/30/2023313101N/AN/AN/A
6/30/202330890N/AN/AN/A
3/31/202330581N/AN/AN/A
12/31/202230480103120N/A
9/30/202229682N/AN/AN/A
6/30/202228783N/AN/AN/A
3/31/202227881N/AN/AN/A
12/31/202127383143144N/A
9/30/202125473N/AN/AN/A
6/30/202121616N/AN/AN/A
3/31/20211829N/AN/AN/A
12/31/2020135-26465N/A
9/30/2020106-14N/AN/AN/A
6/30/202090243737N/A
3/31/20207122N/AN/AN/A
12/31/20196316N/A31N/A
12/31/201842-9N/A23N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di YALA ( 6.6% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di YALA ( 6.6% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di YALA cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di YALA ( 5.2% all'anno) crescerà più lentamente rispetto al mercato US ( 11.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di YALA ( 5.2% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di YALA è previsto essere elevato tra 3 anni


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 03:55
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Yalla Group Limited è coperta da 6 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Xueqing ZhangChina International Capital Corporation Limited
Junyun ChenCitic Securities Co., Ltd.
Xiaoyue HuHaitong International Research Limited