FULL TRUCK ALLIANCE -SPN ADR (YMM) Forecast, Price Target & Analyst Ratings

NYSE:YMM • US35969L1089

Current stock price

8.21 USD
-0.04 (-0.48%)
At close:
8.21 USD
0 (0%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for FULL TRUCK ALLIANCE -SPN ADR (YMM).

Forecast Snapshot

Consensus Price Target

Price Target
$13.27
+ 61.63% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 19, 2026
Period
Q1 / 2026
EPS Estimate
CN¥0.92
Revenue Estimate
2.776B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
78.95%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$13.27
Upside
+ 61.63%
From current price of $8.21 to mean target of $13.27, Based on 19 analyst forecasts
Low
$9.09
Median
$13.06
High
$18.59

Price Target Revisions

1 Month
-4.79%
3 Months
-10.37%

Price Target Summary

19 Wall Street analysts provided a forecast for the next 12 months for YMM. The average price target is 13.27 USD. This implies a price increase of 61.63% is expected in the next year compared to the current price of 8.21.
The average price target has been revised downward by 10.37% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

YMM Current Analyst RatingYMM Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8

Analyst Ratings History

YMM Historical Analyst RatingsYMM Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15

Analyst Ratings Consensus

ChartMill Buy Consensus
78.95%
YMM was analyzed by 19 analysts. The buy percentage consensus is at 79. So analysts seem to be have mildly positive about YMM.
In the previous month the buy percentage consensus was at a similar level.
YMM was analyzed by 19 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-01-12JP MorganDowngrade Neutral -> Underweight
2025-11-19BarclaysMaintains Equal-Weight -> Equal-Weight
2025-05-22CitigroupMaintains Buy -> Buy
2025-04-14JP MorganDowngrade Overweight -> Neutral
2025-03-10BarclaysMaintains Equal-Weight -> Equal-Weight
2025-03-06JP MorganUpgrade Neutral -> Overweight
2024-12-11JP MorganDowngrade Overweight -> Neutral
2024-12-10CitigroupMaintains Buy -> Buy
2024-11-21CitigroupMaintains Buy -> Buy
2024-08-23BarclaysMaintains Equal-Weight -> Equal-Weight
2024-05-24BarclaysMaintains Equal-Weight -> Equal-Weight
2024-03-11BarclaysMaintains Equal-Weight -> Equal-Weight
2023-12-06JP MorganInitiate Overweight
2023-07-05Morgan StanleyInitiate Overweight
2023-02-09BarclaysInitiate Equal-Weight
2022-12-01JefferiesInitiate Buy
2022-06-29Credit SuisseInitiate Outperform
2022-06-09CitigroupMaintains Buy
2021-08-26CitigroupInitiate Buy
2021-08-03Goldman SachsInitiate Buy
2021-08-02China RenaissanceInitiate Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 19, 2026
Period
Q1 / 2026
EPS Estimate
CN¥0.92
Revenue Estimate
2.776B
Revenue Q2Q
2.61%
EPS Q2Q
-29.49%
Number of Analysts
5

Next Earnings Revisions

Revenue (1 Month)
-6.26%
Revenue (3 Months)
-6.26%
EPS (1 Month)
-8.81%
EPS (3 Months)
-4.32%

Next Earnings Summary

YMM is expected to report earnings on 5/19/2026. The consensus EPS estimate for the next earnings is 0.92 USD and the consensus revenue estimate is 2.78B USD.
The next earnings revenue estimate has been revised downward by 6.26% in the past 3 months. Downward revisions are a negative sign and indicate that analysts are more pessimistic about the next earnings compared to 3 months ago.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2030

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030
Revenue
YoY % growth
YMM revenue by date.YMM revenue by date.
8.436B
25.28%		11.239B
33.22%		12.49B
11.13%		11.674B
-6.53%		13.197B
13.05%		15.242B
15.50%		24.646B
61.70%		27.455B
11.40%
EBITDA
YoY % growth
YMM ebitda by date.YMM ebitda by date.
1.072B
1,554.78%		2.553B
138.11%		N/A
72.27%		5.001B
13.71%		6.347B
26.91%		N/AN/AN/A
EBIT
YoY % growth
YMM ebit by date.YMM ebit by date.
997.429M
715.70%		2.475B
148.14%		4.146B
67.52%		4.814B
16.11%		6.044B
25.55%		7.277B
20.40%		11.483B
57.80%		13.042B
13.58%
Operating Margin
YMM operating margin by date.YMM operating margin by date.
11.82%22.02%33.20%41.24%45.80%47.74%46.59%47.50%
EPS
YoY % growth
YMM eps by date.YMM eps by date.
2.63
124.69%		3.88
47.73%		4.55
17.15%		4.86
6.80%		5.92
21.77%		7.96
34.55%		N/AN/A

All data in CNY

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth		0.92
-29.49%		1.20
-7.84%		1.30
40.23%		1.29
27.57%		1.36
47.74%		1.49
24.58%		1.51
15.47%		1.47
14.44%
Revenue
Q2Q % growth		2.776B
2.61%		2.956B
-9.60%		3.056B
-9.00%		3.024B
-5.28%		N/AN/AN/AN/A
EBITDA
Q2Q % growth		919.35M
-19.85%		1.192B
12.14%		1.411B
100.68%		1.46B
55.59%		N/AN/AN/AN/A
EBIT
Q2Q % growth		907.54M
-24.53%		1.177B
3.29%		1.396B
79.84%		1.446B
40.67%		N/AN/AN/AN/A

All data in CNY

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

YMM Yearly Revenue VS EstimatesYMM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 5B 10B 15B 20B 25B
YMM Yearly EPS VS EstimatesYMM Yearly EPS VS EstimatesYearly EPS VS Estimates 2021 2022 2023 2024 2025 2026 2027 2028 0 2 4 6

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
20.51%
EPS Next 5 Year
N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
5.77%
Revenue Next 5 Year
17.00%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
N/A
EBIT Next 5 Year
N/A
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

FULL TRUCK ALLIANCE -SPN ADR / YMM Forecast FAQ

Can you provide the average price target for FULL TRUCK ALLIANCE -SPN ADR stock?

19 analysts have analysed YMM and the average price target is 13.27 USD. This implies a price increase of 61.63% is expected in the next year compared to the current price of 8.21.

When does FULL TRUCK ALLIANCE -SPN ADR (YMM) report earnings?

FULL TRUCK ALLIANCE -SPN ADR (YMM) will report earnings on 2026-05-19.

Can you provide the consensus estimates for FULL TRUCK ALLIANCE -SPN ADR next earnings?

The consensus EPS estimate for the next earnings of FULL TRUCK ALLIANCE -SPN ADR (YMM) is 0.92 USD and the consensus revenue estimate is 2.78B USD.

What is the expected long term growth rate for FULL TRUCK ALLIANCE -SPN ADR (YMM)?

The expected long term growth rate for FULL TRUCK ALLIANCE -SPN ADR (YMM) is 5.77%.