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YMM: Future Net Profit Margins Will Sustain Strong Shareholder Returns

Update shared on 14 Nov 2025

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AnalystConsensusTarget's Fair Value
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1Y
10.7%
7D
-15.8%

Analysts have slightly adjusted their price target for Full Truck Alliance, raising it marginally to $15.29 per share. They cited minor improvements in the company’s discount rate estimates as the reason for this adjustment.

What's in the News

  • Full Truck Alliance Co. Ltd. has issued earnings guidance for the third quarter of 2025, projecting total net revenues of RMB 3.07 billion to RMB 3.17 billion. This represents year-over-year growth of approximately 1.3% to 4.6% (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target remains steady at $15.29 per share, showing no significant change from previous estimates.
  • Discount Rate has decreased slightly from 8.54% to 8.47%.
  • Revenue Growth projections are unchanged and hold at 10.30% year-over-year.
  • Net Profit Margin forecast remains stable at 44.80%.
  • Future P/E ratio has declined marginally from 19.84x to 19.77x.

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.