UAE's Yalla Group Q2 profit falls as marketing spend doubles
YALA•Outlook
- Yalla Group expects Q3 2026 revenue between $78 mln and $85 mln
Overview
- MENA social networking and gaming firm's Q2 revenue declined yr/yr, though co says it exceeded company guidance
- Adjusted EPS and adjusted net income fell from a year earlier
- Company repurchased $18 mln in shares during Q2 2026
Key Details
| Metric | Beat/Miss | Actual | Consensus Estimate |
| Q2 Revenue | Beat | $82.60 mln | $79.08 mln (2 Analysts) |
| Q2 Adjusted EPS | $0.21 | ||
| Q2 Adjusted Net Income | Beat | $34.40 mln | $32.79 mln (2 Analysts) |
| Q2 Adjusted Operating Income | Slight Miss* | $24.50 mln | $24.72 mln (2 Analysts) |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
- The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
- The average consensus recommendation for the online services peer group is "buy"
- Wall Street's median 12-month price target for Yalla Group Ltd is $8.40, about 53.3% above its August 14 closing price of $5.48
