Full Truck Alliance: Assessing Positives And Negatives From Q3 Disclosures (Rating Downgrade)

I lower Full Truck Alliance's rating from Buy to Hold, because of its below-expectations Q3 earnings and weak Q4 guidance. But a Sell would be too harsh, given YMM's potential for higher commission rates and expanding margins in the longer term. YMM trades at a PEG ratio of 0.97x, implying that the name is reasonably valued.

Seeking Alpha • Nov 20, 2025

Why Full Truck Alliance Stock Plummeted by Almost 12% Today

The company posted mixed third quarter results. It's anticipating marginal year-over-year improvement, at best, on the top line for its current quarter.

The Motley Fool • Nov 17, 2025

Full Truck Alliance Co. Ltd. (YMM) Q3 2025 Earnings Call Transcript

Full Truck Alliance Co. Ltd. ( YMM ) Q3 2025 Earnings Call November 17, 2025 7:00 AM EST Company Participants Mao Mao - Head of Investor Relations Hui Zhang - Founder, Chairman & CEO Chong Cai - Chief Financial Officer Conference Call Participants Ronald Keung - Goldman Sachs Group, Inc., Research Division Eddy Wang - Morgan Stanley, Research Division Brian Gong - Citigroup Inc., Research Division Yuan Liao - Citic Securities Co., Ltd.

Seeking Alpha • Nov 17, 2025

Full Truck Alliance Co. Ltd. Announces Third Quarter 2025 Unaudited Financial Results

GUIYANG, China , Nov. 17, 2025 /PRNewswire/ -- Full Truck Alliance Co. Ltd. ("FTA" or the "Company") (NYSE: YMM), a leading digital freight platform, today announced its unaudited financial results for the third quarter ended September 30, 2025.

PRNewsWire • Nov 17, 2025

Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) Q3 Earnings Lag Estimates

Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) came out with quarterly earnings of $0.13 per share, missing the Zacks Consensus Estimate of $0.14 per share.

Zacks Investment Research • Nov 17, 2025

Investment Manager Buys $88 Million of Chinese Stock. What's Behind This Big Move?

Added 5,880,548 shares of YMM, a net increase of $88.88 million Post-trade stake: 28,165,473 shares valued at $352.07 million YMM now represents approximately 10.0% of AUM, making it the fund's 4th-largest holding

The Motley Fool • Nov 12, 2025

Full Truck Alliance Co. Ltd. to Announce Third Quarter 2025 Financial Results on Monday, November 17, 2025

Earnings Call Scheduled for 7 :00 A.M. U.S. ET on November 17, 2025   GUIYANG, China , Oct. 22, 2025 /PRNewswire/ -- Full Truck Alliance Co. Ltd.

PRNewsWire • Oct 22, 2025

Change of Heart? Hedge Fund Dumps 224K Shares of Full Truck Alliance, According to Latest Filing

On October 9, 2025, ABS Direct Equity Fund LLC disclosed it sold 223,861 shares of Full Truck Alliance (YMM -1.88%), an estimated $2.77 million trade based on average quarterly pricing.

The Motley Fool • Oct 9, 2025

China Internet Stocks Heat Up. 3 Lesser-Known Names With Bullish Charts

An entertainment platform, a digital freight company, and an online recruiter.

Barrons • Oct 8, 2025

Full Truck Alliance: Still A Bull Considering Q2 Outperformance And Policy Developments

I continue to award a Buy rating to Full Track Alliance after reviewing its latest financial and operating disclosures. YMM's Q2'25 EPS was 40% higher, representing an 8% beat, as its "Transaction Service Segment" made better-than-expected monetization progress. YMM lifted its charges for the "Freight Brokerage Segment" because of the government's tax rebate cancellation; this policy change could lead to more rapid industry consolidation benefiting YMM.

Seeking Alpha • Aug 26, 2025