Yahoo's search business compensated for a decline in display advertising, as the company posted a 4% year-over-year gain in revenue to $1.22 billion in the fourth quarter. "As long as in the near-term things are not bad, I think the stock will generally act positively while we wait for [CEO] Marissa Mayer to deliver," says analyst Sameet Sinha of B. Riley Caris. Under Mayer's leadership, the Internet portal enjoyed its first annual sales increase in four years, as the company charged more for ads on its pages.