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YMM: Future AI Matching And Logistics Trends Will Drive Strong Upside

Published
20 Nov 24
Updated
31 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
38.9%
7D
-5.5%

Author's Valuation

US$15.2919.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 31 Oct 25

Analysts have maintained their fair value estimate for Full Truck Alliance at $15.29 per share, citing minimal changes in key assumptions that support their outlook. What's in the News Full Truck Alliance Co. Ltd.

Shared on 16 Oct 25

Fair value Decreased 1.48%

Analysts have slightly lowered their price target for Full Truck Alliance from $15.52 to $15.29 per share. They cite tempered growth and margin expectations but maintain optimism due to recent undervaluation concerns and anticipation of strong quarterly results.

Shared on 11 Sep 25

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.

Shared on 01 May 25

Fair value Decreased 7.60%

Shared on 23 Apr 25

Fair value Increased 0.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 2.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.29%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on 02 Apr 25

Fair value Increased 3.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 7.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25