FULL TRUCK ALLIANCE -SPN ADR (YMM) Forecast, Price Target & Analyst Ratings
NYSE:YMM • US35969L1089
9.27 USD
+0.18 (+1.98%)
At close: Mar 10, 2026
9.45 USD
+0.18 (+1.94%)
After Hours: 3/10/2026, 8:04:00 PM
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
$13.94
+ 50.35% Upside
Next Earnings Forecast
Release DateMar 12, 2026
PeriodQ4 / 2025
EPS EstimateCN¥0.97
Revenue Estimate3.155B
ChartMill Buy Consensus
81.05%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$13.94
Upside
+ 50.35%
From current price of $9.27 to mean target of $13.94, Based on 19 analyst forecasts
Low
$10.33
Median
$13.87
High
$18.59
Price Target Revisions
1 Month
0.00%
3 Months
-5.86%
Price Target Summary
19 Wall Street analysts provided a forecast for the next 12 months for YMM. The average price target is 13.94 USD. This implies a price increase of 50.35% is expected in the next year compared to the current price of 9.27.
The average price target has been revised downward by 5.86% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
81.05%
YMM was analyzed by 19 analysts. The buy percentage consensus is at 81. So analysts seem to be very confident 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.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-01-12 | JP Morgan | Downgrade | Neutral -> Underweight |
| 2025-11-19 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
| 2025-05-22 | Citigroup | Maintains | Buy -> Buy |
| 2025-04-14 | JP Morgan | Downgrade | Overweight -> Neutral |
| 2025-03-10 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
| 2025-03-06 | JP Morgan | Upgrade | Neutral -> Overweight |
| 2024-12-11 | JP Morgan | Downgrade | Overweight -> Neutral |
| 2024-12-10 | Citigroup | Maintains | Buy -> Buy |
| 2024-11-21 | Citigroup | Maintains | Buy -> Buy |
| 2024-08-23 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
| 2024-05-24 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
| 2024-03-11 | Barclays | Maintains | Equal-Weight -> Equal-Weight |
| 2023-12-06 | JP Morgan | Initiate | Overweight |
| 2023-07-05 | Morgan Stanley | Initiate | Overweight |
| 2023-02-09 | Barclays | Initiate | Equal-Weight |
| 2022-12-01 | Jefferies | Initiate | Buy |
| 2022-06-29 | Credit Suisse | Initiate | Outperform |
| 2022-06-09 | Citigroup | Maintains | Buy |
| 2021-08-26 | Citigroup | Initiate | Buy |
| 2021-08-03 | Goldman Sachs | Initiate | Buy |
| 2021-08-02 | China Renaissance | Initiate | Buy |
Next Earnings Forecast Details
Next Earnings Details
Release DateMar 12, 2026
PeriodQ4 / 2025
EPS EstimateCN¥0.97
Revenue Estimate3.155B
Revenue Q2Q0.91%
EPS Q2Q-3.84%
Number of Analysts7
Next Earnings Revisions
Revenue (1 Month)
-0.06%
Revenue (3 Months)
0.45%
EPS (1 Month)
0.00%
EPS (3 Months)
-1.00%
Next Earnings Summary
YMM is expected to report earnings on 3/12/2026. The consensus EPS estimate for the next earnings is 0.97 USD and the consensus revenue estimate is 3.15B USD.
The next earnings revenue estimate has been revised upward by 0.45% in the past 3 months.
Full Analyst Estimates
Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates
| 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | ||
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 6.734B 44.59% | 8.436B 25.28% | 11.239B 33.22% | 12.52B 11.40% | 12.5B -0.16% | 14.218B 13.74% | 18.535B 30.36% | 24.646B 32.97% | 27.455B 11.40% | |
| EBITDA YoY % growth | -73.7M 98.02% | 1.072B 1,554.55% | 2.553B 138.15% | 4.398B 72.27% | 5.001B 13.71% | 6.347B 26.91% | N/A | N/A | N/A | |
| EBIT YoY % growth | -162M 95.73% | 997M 715.43% | 2.475B 148.24% | 4.268B 72.44% | 4.866B 14.01% | 6.133B 26.04% | 9.897B 61.37% | 11.483B 16.03% | 13.042B 13.58% | |
| Operating Margin | -2.41% | 11.82% | 22.02% | 34.09% | 38.93% | 43.14% | 53.40% | 46.59% | 47.50% | |
| EPS YoY % growth | 1.17 9,144.91% | 2.63 124.69% | 3.88 47.73% | 4.58 17.91% | 4.86 6.11% | 5.92 21.77% | 7.96 34.55% | N/A | N/A |
All data in CNY
Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates
| Q4 / 25 | Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | |
|---|---|---|---|---|---|
| EPS Q2Q % growth | 0.97 -3.84% | 1.01 -22.68% | 1.14 -12.73% | 1.26 35.21% | 1.15 18.96% |
| Revenue Q2Q % growth | 3.155B 0.91% | 2.953B 9.15% | 3.304B 1.04% | 3.567B 6.22% | N/A |
| EBITDA Q2Q % growth | 938.36M | N/A | N/A | N/A | N/A |
| EBIT Q2Q % growth | 916.15M 9.59% | N/A | N/A | N/A | N/A |
All data in CNY
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
15.07%
EPS Next 5 Year
19.66%
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
8.37%
Revenue Next 5 Year
17.14%
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
32.31%
EBIT Next 5 Year
N/A
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 13.94 USD. This implies a price increase of 50.35% is expected in the next year compared to the current price of 9.27.
Can you provide the upcoming earnings date for FULL TRUCK ALLIANCE -SPN ADR?
FULL TRUCK ALLIANCE -SPN ADR (YMM) will report earnings on 2026-03-12, before the market open.
What are the consensus estimates for FULL TRUCK ALLIANCE -SPN ADR (YMM) next earnings?
The consensus EPS estimate for the next earnings of FULL TRUCK ALLIANCE -SPN ADR (YMM) is 0.97 USD and the consensus revenue estimate is 3.15B USD.
Can you provide the consensus rating for FULL TRUCK ALLIANCE -SPN ADR stock?
The consensus rating for FULL TRUCK ALLIANCE -SPN ADR (YMM) is 81.0526 / 100 . This indicates that analysts generally have a positive outlook on the stock.