YMM Stock Fell Nearly 20% Last Quarter, but One Fund Is Betting $116 Million on a Turnaround

London-based North of South Capital reported a 240,446-share increase in YMM during the fourth quarter; the estimated transaction value was $2.88 million. Meanwhile, the quarter-end position value fell by $21.18 million, reflecting both trading activity and stock price movement.

The Motley Fool • Feb 12, 2026

Full Truck Alliance: Why Going Long At This Time Is Worth A Shot

YMM has seen its stock and quarterly results take a hit recently, but this could represent an opportunity to get in on YMM. Growth has recently slowed down from its torrid pace, but there is reason to be confident growth is not going away. The charts suggest the decline of the past few months is likely over with support in place, which implies now is the time to enter.

Seeking Alpha • Feb 4, 2026

Full Truck Alliance Co. Ltd. Announces Long-Term Shareholder Return Plan

GUIYANG, China, Jan. 19, 2026 /PRNewswire/ -- Full Truck Alliance Co. Ltd. ("FTA" or the "Company") (NYSE: YMM), a leading digital freight platform, today announced that, in order to carry out its long-term commitment to returning value to shareholders, the board of directors of the Company (the "Board") approved a long-term shareholder return plan (the "Plan"), pursuant to which the Company will distribute no less than 50% of the Company's non-GAAP adjusted net income of the preceding fiscal year through dividends and/or share repurchases each year.

PRNewsWire • Jan 19, 2026

Why a $1.6 Million Trim Didn't Knock This $16 Million China Logistics Bet Off Course

Dallas-based Highlander Partners sold 260,000 shares of Full Truck Alliance in the third quarter. The position value fell by $1.65 million from the previous period.

The Motley Fool • Jan 4, 2026

This China Tech Stock Just Became a Fund's Top Holding With a $33 Million Buy

Hong Kong-based Bright Valley Capital initiated a new stake in YMM, buying up 2.57 million shares in the third quarter. The position was worth about $33.36 million at quarter-end.

The Motley Fool • Jan 4, 2026

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