YMM Stock: Price, Forecast, Financials & AI Analysis

High

Open

VWAP

Vol

Mkt Cap

Low

Amount

EV/EBITDA(TTM)

Total Shares

EV/OCF(TTM)

P/S(TTM)

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2026Q1

FY2026Q2

3.11B

-1.89%

0.988

-0.21%

0.00

-100%

0.897

-32.05%

0.00

-100%

1.044

-17.8%

Estimates Revision

The market is revising Upward the revenue expectations for Full Truck Alliance Co. Ltd. (YMM) for FY2025, with the revenue forecasts being adjusted by 5.05% over the past three months. During the same period, the stock price has changed by -18.33%.

Revenue Estimates for FY2025

Revise Upward

+5.05%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-1.54%

In Past 3 Month

Stock Price

Go Down

-18.33%

In Past 3 Month

6 Analyst Rating

Wall Street analysts forecast YMM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for YMM is 13.62 USD with a low forecast of 11.00 USD and a high forecast of 17.20 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

4 Buy

2 Hold

0 Sell

Moderate Buy

Current: 0.000

Low

11.00

Averages

13.62

High

17.20

Current: 0.000

Low

11.00

Averages

13.62

High

17.20

Barclays

Equal Weight

downgrade

$13 -> $12

2025-11-19

Reason

Barclays

Price Target

$13 -> $12

2025-11-19

downgrade

Equal Weight

Reason

Barclays lowered the firm's price target on Full Truck Alliance to $12 from $13 and keeps an Equal Weight rating on the shares. The company's Q3 results were broadly in line with estimates and its Q4 outlook suggests growth in transaction service revenue is set to decelerate, the analyst tells investors in a research note.

Jefferies

Buy

maintain

$13

2025-11-17

Reason

Jefferies

Price Target

$13

2025-11-17

maintain

Buy

Reason

Jefferies lowered the firm's price target on Full Truck Alliance to $13 from $13.20 and keeps a Buy rating on the shares. The firm notes the company reported Q3 results with a revenue beat, but non-GAAP earnings came in below consensus mainly due to higher tax expense. Mid-point of Q4 revenue guidance is ahead of consensus, Jefferies adds. The firm factors in slower fulfilled orders growth in Q4 as CNY happens late next year and trucker sentiment is enhanced following better experience.

Morgan Stanley

Overweight

downgrade

$16 -> $14

2025-11-17

Reason

Morgan Stanley

Price Target

$16 -> $14

2025-11-17

downgrade

Overweight

Reason

Morgan Stanley lowered the firm's price target on Full Truck Alliance to $14 from $16 and keeps an Overweight rating on the shares. While Full Truck Alliance's Q4 order volume guidance of 13%-17% year over year fell shy of expectations due to seasonal impact and its efforts to remove low-quality orders, the short-term disruption is not likely to materially affect its transaction service revenue growth momentum in 2026, the analyst tells investors in a research note.

Morgan Stanley

Eddy Wang

Overweight

maintain

$15

2025-07-28

Reason

Morgan Stanley

Eddy Wang

Price Target

$15

2025-07-28

maintain

Overweight

Reason

Morgan Stanley analyst Eddy Wang placed a "Research Tactical Idea" of Full Truck Alliance, expecting the shares to rise over the next 15 days. Full Truck's valuation is "more compelling" following the recent selloff, the analyst tells investors in a research note. The firm believes investor concerns on the company's credit solution business and regulation headwinds are overdone. It expects Full Truck to report strong Q2 results and keeps an Overweight rating on the shares with a $15 price target.

Citi

Buy

downgrade

$16

2025-05-22

Reason

Citi

Price Target

$16

2025-05-22

downgrade

Buy

Reason

Citi lowered the firm's price target on Full Truck Alliance to $16 from $16.50 and keeps a Buy rating on the shares. The company reported solid results with decent order volume growth and an earnings beat, the analyst tells investors in a research note. The firm says that despite some short-term investments, Full Truck has solid fundamentals with faster order volume growth outlook.

JP Morgan

Karen Li

Buy

Hold

Downgrades

$18 → $10

2025-04-14

Reason

JP Morgan

Karen Li

Price Target

$18 → $10

2025-04-14

Downgrades

Buy

Hold

Reason

JPMorgan downgraded Full Truck Alliance to Neutral from Overweight with a price target of $10, down from $18. The stock's selloff coincided with the escalation of trade tensions, marked by the U.S.'s announcement of reciprocal tariffs, including increased tariffs on Chinese imports, the analyst tells investors in a research note. The firm says that while Full Truck 's direct exposure to export sectors is limited, as its demand is primarily driven by building materials, coal, metals and agricultural products, and the company remains "somewhat insulated from immediate shocks" in 2025, there may be secondary impacts from 2026 onwards. It cites trade tensions and market shifts for the downgrade.

Valuation Metrics

The current forward P/E ratio for Full Truck Alliance Co Ltd (YMM.N) is 19.52, compared to its 5-year average forward P/E of 19.15. For a more detailed relative valuation and DCF analysis to assess Full Truck Alliance Co Ltd 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

19.15

Current PE

19.52

Overvalued PE

259.98

Undervalued PE

-221.67

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

N/A

5Y Average EV/EBITDA

8.23

Current EV/EBITDA

12.77

Overvalued EV/EBITDA

60.98

Undervalued EV/EBITDA

-44.52

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

5Y Average PS

7.77

Current PS

6.25

Overvalued PS

11.63

Undervalued PS

3.91

Financials

Annual

Quarterly

N/A

Total Revenue

N/A

Operating Profit

N/A

Net Income after Tax

N/A

EPS - Diluted

N/A

Free Cash Flow

N/A

Gross Profit Margin - %

N/A

FCF Margin - %

N/A

Net Margin - %

N/A

ROIC

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

Bought

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

YMM News & Events

Events Timeline

No data

News

4.5

01-07NASDAQ.COM

VWO ETF Hits 52-Week High of $56.04 Amid Trading Activity

7.5

01-04Fool

Bright Valley Capital Acquires 2.57M Shares of Full Truck Alliance for $33.36M

7.5

01-04NASDAQ.COM

Bright Valley Capital Acquires 2.57M Shares of YMM Worth $33.36M

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Frequently Asked Questions

What is Full Truck Alliance Co Ltd (YMM) stock price today?

The current price of YMM is 10.47 USD — it has decreased -0.95 % in the last trading day.

What is Full Truck Alliance Co Ltd (YMM)'s business?

Full Truck Alliance Co Ltd is a holding company primarily engaged in the operation of the digital freight platform FTA. The Company is primarily engaged in the provision of freight matching services. The services primarily include freight listing service, freight brokerage service, as well as online transaction service, which digitalizes the shipping transaction process. The Company is also engaged in the provision of value-added services, including cash credit solutions and working capital loans, insurance brokerage, software solutions, electronic toll collection (ETC) services, as well as energy services. The Company primarily operates its businesses in the domestic market.

What is the price predicton of YMM Stock?

What is Full Truck Alliance Co Ltd (YMM)'s revenue for the last quarter?

Full Truck Alliance Co Ltd revenue for the last quarter amounts to 3.36B USD, increased 10.78 % YoY.

What is Full Truck Alliance Co Ltd (YMM)'s earnings per share (EPS) for the last quarter?

Full Truck Alliance Co Ltd. EPS for the last quarter amounts to 0.04 USD, decreased -20.00 % YoY.

What changes have occurred in the market's expectations for Full Truck Alliance Co Ltd (YMM)'s fundamentals?

How many employees does Full Truck Alliance Co Ltd (YMM). have?

Full Truck Alliance Co Ltd (YMM) has 7185 emplpoyees as of January 10 2026.

What is Full Truck Alliance Co Ltd (YMM) market cap?

Today YMM has the market capitalization of 10.95B USD.