Update shared on11 Sep 2025
Fair value Increased 1.50%The consensus analyst price target for Full Truck Alliance has been modestly raised to $15.52, reflecting improved sentiment driven by attractive valuation post-selloff, easing regulatory concerns, and expectations for strong Q2 results.
Analyst Commentary
- Valuation has become more attractive after the recent selloff.
- Investor concerns about the credit solution business and regulatory risks are considered overblown.
- Expectations for strong Q2 financial results.
- Anticipation of positive share price performance in the near term (next 15 days).
- Continued Overweight rating with a $15 price target maintained by a major brokerage.
What's in the News
- Full Truck Alliance expects third quarter 2025 net revenues between RMB 3.07 billion and RMB 3.17 billion, representing year-over-year growth of approximately 1.3% to 4.6%.
Valuation Changes
Summary of Valuation Changes for Full Truck Alliance
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $15.29 to $15.52.
- The Future P/E for Full Truck Alliance has significantly fallen from 16.82x to 2.38x.
- The Discount Rate for Full Truck Alliance remained effectively unchanged, moving only marginally from 8.50% to 8.44%.
Disclaimer
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