YALA
Yalla Group LtdPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
Signal stack
Where each data set points today.
- InstitutionsMIXED
Q2 2026: 7 added (0 new), 10 trimmed or exited.
- Short sellersSTEADY
Short interest +6.7% to 1.19M shares. 4.9 days to cover, ≈0.8% of shares.
- TrendUPTREND
2% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| STATE STREET CORP | TRIM | $4.6M |
| BARCLAYS PLC | NEAR_EXIT | $1.6M |
| NEW YORK STATE COMMON RETIREMENT FUND | ADD | $1.3M |
| Qube Research & Technologies Ltd | TRIM | $1.0M |
| Russell Investments Group, Ltd. | ADD | $891.4K |
| FMR LLC | DOUBLED | $834.9K |
| UBS Group AG | ADD | $753.4K |
| JANE STREET GROUP, LLC | DOUBLED | $624.8K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action Mar 2021Price is below the lowest target. Median implies +28%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Mar 12, 2021 | Oppenheimer UPGRADE | Outperform |
| Dec 11, 2020 | Oppenheimer INITIATE | Perform |
| Oct 26, 2020 | Morgan Stanley INITIATE | Equal-Weight |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | — | — | — | $87.2M |
| Next Q | — | — | — | $93.5M |
| Current FY | $0.80 | $0.80–$0.80 | -11.1% | $341.9M |
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
4 filings · 0 bullish · 3 bearish · 1 neutral- BEARISH 6-KAug 18, 2026
Yalla Group reported Q2 2026 revenue of $82.6M (down 2.4% YoY from $84.6M) and net income of…
Revenue and earnings both declined YoY, with operating margins compressed by a doubling of sales spend that failed to drive paying user growth. The Q3 guidance midpoint of $81.5M implies continued…
- BEARISH PRESS-RELEASEAug 17, 2026
Yalla Group reported Q2 2026 revenue of $82.6M (below the $84.6M prior year) and net income of…
Monitor Q3 actual revenue and paying user trends — the MAU uptick (12.3%) is offset by declining conversion to paying users and rising SG&A. If the $18M Q2 buyback pace continues, it could provide…
- NEUTRAL PRESS-RELEASEAug 7, 2026
Yalla Group Limited announced it will report its Q2 2026 results on August 17, 2026.
- BEARISH 6-KMay 19, 2026
Yalla Group reported Q1 2026 revenues of $79.0M (down -5.8% YoY from $83.9M) and net income of…
The declining revenue and earnings trend with contracting paying users, despite MAU growth, signals monetization weakness. The Q2 guidance suggests no near-term recovery. Monitor whether the $150M…
All YALA filing & press-release reports (4)
- 6-K reportAug 18, 2026
- PRESS-RELEASE reportAug 17, 2026
- PRESS-RELEASE reportAug 7, 2026
- 6-K reportMay 19, 2026