YALA

Yalla Group Ltd

NYSE · Services-Computer Programming, Data Processing, Etc. · Inc. E9 · CIK 0001794350
$5.34 +0.95% $810.8M
Vol
Market Cap$810.8M
Cap SizeSmall Cap
Inst. Holders5 funds
Inst. Value$12.0M
Inst. Activity1 buys / 1 sells
SEC Reports1
Exchange NYSE·Sector Services-Computer Programming, Data Processing, Etc.·Inc. E9·CIK 0001794350·Prev Close $5.29

Recent Activity

May 19, 2026 SEC
Yalla Group reported Q1 2026 revenues of $79.0M (down -5.8% YoY from $83.9M) and net income of $28.4M (down -22.0% YoY f
6-K — Impact 6/10
Inst.
FMR LLC — ADD
63,300 shares ($439.3K)
Inst.
BANK OF AMERICA CORP — NEAR_EXIT
57,736 shares ($400.7K)
May 18, 2026 earnings_calendar
YALA Q1 2026 Earnings Scheduled — 2026-05-18

Price Targets

Historical data — last covering-analyst action Mar 2021. No current recommendation available.
$8.40 (Mar 2021)
Current $5.42 Low $6.90 Median $8.40 High $9.90 3 analysts
$6.90 $9.90

Analyst Ratings

Historical distribution75% buy · 8 analysts · last covering-analyst action Mar 2021
2Strong Buy
4Buy
2Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Mar 12, 2021 Oppenheimer UPGRADE Perform → Outperform
Dec 11, 2020 Oppenheimer INITIATE Perform
Oct 26, 2020 Morgan Stanley INITIATE Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current FY $0.90 ▼ -3.2% $0.90 — $0.90 1% YoY 2
Next FY $0.88 ▼ -10.7% $0.76 — $0.99 -3% YoY 2

Top Institutional Holders

FundValueMove
MORGAN STANLEY$8.3MDOUBLED
RENAISSANCE TECHNOLOGIES LLC$2.8M
FMR LLC$439.3KADD
BANK OF AMERICA CORP$400.7KNEAR_EXIT
WELLS FARGO & COMPANY/MN$13.9K
5 institutional holders with $12.0M total value (1,734,544 shares) as of 2025-Q4. Top holders: MORGAN, RENAISSANCE, FMR.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY1,201,008$8.3M69.2%DOUBLED +132.1%
2RENAISSANCE TECHNOLOGIES LLC410,500$2.8M23.7%
3FMR LLC63,300$439.3K3.6%ADD +94.8%
4BANK OF AMERICA CORP /DE/57,736$400.7K3.3%NEAR_EXIT -80.6%
5WELLS FARGO & COMPANY/MN2,000$13.9K0.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD32,50063,300+94.8%$439.3K2025-Q4
BANK OF AMERICA CORP /DE/NEAR_EXIT296,89257,736-80.6%$400.7K2025-Q4
BANK OF AMERICA CORP /DE/ADD159,802296,892+85.8%$2.2M2025-Q3
UBS Group AGDOUBLED25,62557,723+125.3%$433.5K2025-Q3
FMR LLCNEW32,500$244.1K2025-Q3
MORGAN STANLEYDOUBLED664,5421,542,350+132.1%$10.4M2025-Q2
BANK OF AMERICA CORP /DE/DOUBLED4,745159,802+3267.8%$1.1M2025-Q2
UBS Group AGTRIM48,96925,625-47.7%$172.7K2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT13,5610-100.0%$0.002025-Q2
MORGAN STANLEYADD358,617664,542+85.3%$3.5M2025-Q1
CITADEL ADVISORS LLCTRIM304,618223,065-26.8%$1.2M2025-Q1
UBS Group AGDOUBLED14,22448,969+244.3%$255.6K2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM31,82313,561-57.4%$70.8K2025-Q1
UBS Group AGDOUBLED1,12114,224+1168.9%$57.7K2024-Q4

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

1 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 6.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Mar 2021): 75% buy across 8 analysts — 2 strong buy, 4 buy, 2 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Mar 2021. No current recommendation available.
$8.40 mean target (Mar 2021)
$6.90 Low $9.90 High
MetricValue
Current Price$5.42
Target Low$6.90
Target Mean$8.40
Target Median$8.40
Target High$9.90
# Analysts3
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.00 $0.00 $0.00 $0.1B -6.5%
Next Q
2026-09-30
$0.00 $0.00 $0.00 $0.1B -0.3%
Current FY
2026-12-31
$0.90 $0.90 $0.90 1.1% -3.2% 0↑ 1↓ $0.3B 0.2% 2
Next FY
2027-12-31
$0.88 $0.76 $0.99 -2.8% -10.7% 1↑ 0↓ $0.4B 12.0% 2
2 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 2 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Mar 12, 2021 Oppenheimer UPGRADE Perform Outperform
Dec 11, 2020 Oppenheimer INITIATE Perform
Oct 26, 2020 Morgan Stanley INITIATE Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262420075%
May 1, 20262420075%
Apr 1, 20262420075%
Mar 1, 20262420075%
Feb 1, 20262420075%
Jan 1, 20262420075%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 18, 2026
earnings_calendar
YALA Q1 2026 Earnings Scheduled — 2026-05-18
Mar 9, 2026
earnings_calendar
YALA Q4 2025 Earnings After Market Close — 2026-03-09