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AnalystConsensusTarget updated the narrative for YMM

Update shared on 31 Oct 2025

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AnalystConsensusTarget's Fair Value
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1Y
39.2%
7D
-1.3%

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. issued earnings guidance for the third quarter of 2025, projecting total net revenues between RMB 3.07 billion and RMB 3.17 billion.
  • The company anticipates a year-over-year revenue growth rate of approximately 1.3% to 4.6% for the third quarter of 2025. (Key Developments)

Valuation Changes

  • Fair Value Estimate for Full Truck Alliance remains unchanged at $15.29 per share.
  • The discount rate has risen slightly from 8.53% to 8.54%.
  • Revenue growth projection is stable at approximately 10.30%.
  • Net profit margin holds steady at about 44.80%.
  • The future P/E multiple has decreased marginally from 19.88x to 19.84x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.