Want to see YMM full AI Analyst Report?
YMM Stock Chart & Stats
$8.76
$0.05(0.60%)
At close: 4:00 PM EDT
$8.76
$0.05(0.60%)
Day’s Range― - ―
52-Week Range$7.46 - $14.07
Previous CloseN/A
Volume3.56M
Average Volume (3M)6.04M
Market Cap
$8.75B
Enterprise Value$5.18K
Total Cash (Recent Filing)$18.47B
Total Debt (Recent Filing)$25.57M
Price to Earnings (P/E)14.3
Beta1.05
Next Earnings
Nov 25, 2026EPS Estimate
0.2Next Dividend Ex-DateN/A
Dividend Yield3.01%
Share Statistics
EPS (TTM)26.67
Shares Outstanding932,510,200
10 Day Avg. Volume6,598,553
30 Day Avg. Volume6,035,649
Financial Highlights & Ratios
PEG Ratio2.90
Price to Book (P/B)1.95
Price to Sales (P/S)6.26
P/FCF Ratio17.38
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$12.27Price Target Upside40.09% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering5
EPS Forecast (FY)4.78
Revenue Forecast (FY)$11.64B
Bulls Say, Bears Say
Bulls Say
Network Effects And Operating ScaleRising participation on both sides of the marketplace strengthens liquidity and matching efficiency. Higher order density, faster matching and improved fulfillment can reinforce user retention and create durable network advantages.
Transaction Monetization GrowthThe expanding commission network is converting platform activity into faster-growing transaction revenue. Broad coverage and higher monetization per order provide a scalable path to improve revenue quality without adding substantial physical assets.
Strong Cash Generation And Low LeverageStrong earnings conversion and negligible debt give Full Truck Alliance substantial financial flexibility. The balance sheet can support technology investment, new initiatives and shareholder returns while limiting solvency and funding risk.
Bears Say
Modest Total Revenue GrowthOverall revenue is growing much more slowly than orders and transaction services, indicating pressure in other revenue streams or revenue per order. Continued modest expansion could constrain operating leverage and reduce the benefit of platform scale.
Gross Margin PressureA lower gross margin can weaken the durability of profitability even when operating scale improves. If business mix changes or cost pressure persists, incremental marketplace activity may translate less effectively into earnings and cash flow.
Model Transition And Execution RiskAsset-light transitions may reduce capital and settlement exposure over time, but they also change revenue recognition and cash timing. Execution missteps, partner dependence or weaker monetization during the transition could pressure reported results.
Full Truck Alliance News
YMM FAQ
What was Full Truck Alliance’s price range in the past 12 months?
Full Truck Alliance lowest stock price was $7.46 and its highest was $14.07 in the past 12 months.
What is Full Truck Alliance’s market cap?
Full Truck Alliance’s market cap is $8.75B.
When is Full Truck Alliance’s upcoming earnings report date?
Full Truck Alliance’s upcoming earnings report date is Nov 25, 2026 which is in 91 days.
How were Full Truck Alliance’s earnings last quarter?
Full Truck Alliance released its earnings results on Aug 19, 2026. The company reported $0.19 earnings per share for the quarter, beating the consensus estimate of $0.184 by $0.007.
Is Full Truck Alliance overvalued?
According to Wall Street analysts Full Truck Alliance’s price is currently Undervalued.
Does Full Truck Alliance pay dividends?
Full Truck Alliance pays a Quarterly dividend of $0.084 which represents an annual dividend yield of 3.01%. See more information on Full Truck Alliance dividends here
What is Full Truck Alliance’s EPS estimate?
Full Truck Alliance’s EPS estimate is 0.2.
How many shares outstanding does Full Truck Alliance have?
Full Truck Alliance has 932,510,200 shares outstanding.
What happened to Full Truck Alliance’s price movement after its last earnings report?
Full Truck Alliance reported an EPS of $0.19 in its last earnings report, beating expectations of $0.184. Following the earnings report the stock price went down -1.136%.
Which hedge fund is a major shareholder of Full Truck Alliance?
Currently, no hedge funds are holding shares in YMM
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Full Truck Alliance Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$12.27 (40.09% Upside)
$12.27 (40.09% Upside)
Blogger Sentiment
Bullish
YMM Sentiment 75%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 1.8M Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▲ 0.4%
Last 30 Days ▲ 7.7%
Last 30 Days ▲ 7.7%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-16.53%
12-Months-Change
Fundamentals
Return on Equity
3.01%
Trailing 12-Months
Asset Growth
13.02%
Trailing 12-Months
Company Description
Full Truck Alliance
Full Truck Alliance Co. Ltd., along with its subsidiaries, operates a prominent digital logistics platform across the People's Republic of China. This platform's core purpose is to seamlessly connect cargo owners (shippers) with truck drivers, streamlining the transportation of goods regardless of distance, weight, or type. The company offers essential services like freight posting, carrier matching, and brokerage assistance, complemented by secure online payment processing. Furthermore, it provides an array of supplementary offerings designed to benefit its users, including financing solutions, insurance services, electronic toll management, and energy-related services. Full Truck Alliance also dedicates resources to technology development and various other support functions. The enterprise was established in 2011 and is headquartered in Guiyang, China.
YMM Company Deck
YMM Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlighted multiple operational and commercial wins: double-digit order and user growth, record fulfillment rate and faster matching, a strong 33.1% expansion in transaction service revenues, improved profitability and robust cash generation (RMB 2.15B operating cash, RMB 33.4B cash balance). Management also advanced monetization (94.7% commission coverage), new business initiatives (Qmove, LTL, autonomous pilots) and AI deployments. Key headwinds included modest overall revenue growth (4.4% YoY), fuel-price-driven demand volatility earlier in the quarter, natural disaster-related near-term disruptions, electrification limitations for long-haul, and transition-related shifts in brokerage and credit models that may cause near-term cash/revenue mix variability. Overall, positive operating momentum and strong cash position outweigh the transitory and structural challenges cited by management.View all YMM earnings summariesYMM Stock 12 Month Forecast
All Analysts
Top Analysts
Average Price Target
$12.27
▲(40.09% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
Ownership Overview
―
Insiders
6.56% Mutual Funds
40.78% Other Institutional Investors
40.90% Public Companies and
Individual Investors











