YMM
Full Truck Alliance Co. Ltd.
$8.44
-0.35%
$8.8B
No data for this timeframe.
Vol
Market Cap$8.8B
Cap SizeMid Cap
Inst. Holders50 funds
Inst. Value$2.9B
Inst. Activity17 buys / 17 sells
SEC Reports4
Recent Activity
Jun 12, 2026
short_volume
Short Volume: YMM — 69.1% short (0.4M / 0.6M)
Short: 414,524 | Exempt: 0 | TRF Vol: 599,870 | Short Ratio: 69.1% | Off-exchange volume (dark pool
May 22, 2026
SEC
All-Stars Investment Ltd, an affiliate of Full Truck Alliance, filed a Form 144 on May 21, 2026, indicating intent to se
144 — Impact 2/10
May 21, 2026
SEC
Full Truck Alliance (YMM) reported Q1 2026 revenue of RMB2,848.4M (+5.5% YoY), but net income fell 22.3% YoY to RMB994.1
6-K — Impact 6/10
Apr 14, 2026
SEC
Full Truck Alliance reported strong fiscal year 2025 results with significant revenue growth of 11.1% and net income gro
20-F — Impact 8/10
Inst.
SCHRODER INVESTMENT MANAGEMENT GROUP — TRIM
34,765,474 shares ($288.6M)
Inst.
DAVIS SELECTED ADVISERS — ADD
28,763,191 shares ($238.7M)
Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$12.48 (Jan 2026)
Current $8.44
Low $8.05
Median $12.58
High $16.79
15 analysts
$8.05
$16.79
Analyst Ratings
6Strong Buy
8Buy
5Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jan 12, 2026 | JP Morgan | DOWNGRADE | Neutral → Underweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.24 ▲ +5.7% | $1.19 — $1.27 | -2% YoY | 4 |
| Next Q | $1.22 ▼ -6.2% | $1.15 — $1.28 | 31% YoY | 4 |
| Current FY | $4.90 ▲ +5.5% | $4.67 — $5.02 | 8% YoY | 11 |
| Next FY | $5.78 ▲ +1.0% | $4.98 — $6.88 | 18% YoY | 13 |
Latest Reports
NEUTRAL
144
2/10
All-Stars Investment Ltd, an affiliate of Full Truck Alliance, filed a Form 144 on May 21, 2026, indicating intent to se
May 22, 2026
BEARISH
6-K
6/10
Full Truck Alliance (YMM) reported Q1 2026 revenue of RMB2,848.4M (+5.5% YoY), but net income fell 22.3% YoY to RMB994.1
May 21, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FIL Ltd | $524.7M | — |
| Invesco Ltd. | $498.5M | — |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $288.6M | TRIM |
| DAVIS SELECTED ADVISERS | $238.7M | ADD |
| VANGUARD CAPITAL MANAGEMENT LLC | $198.3M | — |
50 institutional holders with $2.9B total value (347,312,868 shares) as of 2026-Q1. Top holders: FIL, Invesco, SCHRODER.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FIL Ltd | 63,211,571 | $524.7M | 18.2% | — |
| 2 | Invesco Ltd. | 60,060,841 | $498.5M | 17.3% | — |
| 3 | SCHRODER INVESTMENT MANAGEMENT GROUP | 34,765,474 | $288.6M | 10.0% | TRIM -27.4% |
| 4 | DAVIS SELECTED ADVISERS | 28,763,191 | $238.7M | 8.3% | ADD +64.0% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 23,890,042 | $198.3M | 6.9% | — |
| 6 | Mitsubishi UFJ Trust & Banking Corp | 19,310,916 | $160.3M | 5.6% | ADD +65.5% |
| 7 | SC US (TTGP), LTD. | 13,057,904 | $108.4M | 3.8% | — |
| 8 | D. E. Shaw & Co., Inc. | 11,240,095 | $93.3M | 3.2% | TRIM -56.5% |
| 9 | MORGAN STANLEY | 9,512,637 | $79.0M | 2.7% | TRIM -35.6% |
| 10 | ALKEON CAPITAL MANAGEMENT LLC | 8,898,535 | $73.9M | 2.6% | TRIM -37.3% |
| 11 | MARSHALL WACE, LLP | 7,964,011 | $66.1M | 2.3% | DOUBLED +282.6% |
| 12 | GOLDMAN SACHS GROUP INC | 7,576,865 | $62.9M | 2.2% | — |
| 13 | VANGUARD FIDUCIARY TRUST CO | 6,237,038 | $51.8M | 1.8% | — |
| 14 | CITIGROUP INC | 5,704,050 | $47.3M | 1.6% | — |
| 15 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4,716,438 | $39.1M | 1.4% | NEW |
| 16 | BAMCO INC /NY/ | 4,184,358 | $34.7M | 1.2% | TRIM -27.5% |
| 17 | SOFTBANK GROUP CORP. | 3,884,483 | $31.9M | 1.1% | — |
| 18 | BANK OF AMERICA CORP /DE/ | 2,515,788 | $20.9M | 0.7% | ADD +57.7% |
| 19 | WELLINGTON MANAGEMENT GROUP LLP | 2,311,532 | $19.2M | 0.7% | TRIM -71.8% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,007,885 | $16.7M | 0.6% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | TRIM | 47,859,035 | 34,765,474 | -27.4% | $288.6M | 2026-Q1 |
| DAVIS SELECTED ADVISERS | ADD | 17,537,524 | 28,763,191 | +64.0% | $238.7M | 2026-Q1 |
| MORGAN STANLEY | TRIM | 14,769,842 | 9,512,637 | -35.6% | $79.0M | 2026-Q1 |
| ALKEON CAPITAL MANAGEMENT LLC | TRIM | 14,198,535 | 8,898,535 | -37.3% | $73.9M | 2026-Q1 |
| MARSHALL WACE, LLP | DOUBLED | 2,081,499 | 7,964,011 | +282.6% | $66.1M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | NEW | — | 4,716,438 | — | $39.1M | 2026-Q1 |
| BAMCO INC /NY/ | TRIM | 5,772,623 | 4,184,358 | -27.5% | $34.7M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 1,594,840 | 2,515,788 | +57.7% | $20.9M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 8,191,592 | 2,311,532 | -71.8% | $19.2M | 2026-Q1 |
| Capital World Investors | NEW | — | 1,970,812 | — | $16.4M | 2026-Q1 |
| HSBC HOLDINGS PLC | ADD | 1,216,792 | 1,975,692 | +62.4% | $16.3M | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | ADD | 1,167,500 | 1,716,200 | +47.0% | $14.2M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 1,396,629 | — | $11.6M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | TRIM | 2,221,204 | 1,392,466 | -37.3% | $11.5M | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB | TRIM | 2,326,558 | 972,191 | -58.2% | $7.9M | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | TRIM | 3,103,462 | 908,845 | -70.7% | $7.4M | 2026-Q1 |
| LMR Partners LLP | ADD | 630,210 | 804,412 | +27.6% | $6.7M | 2026-Q1 |
| PEAK6 LLC | DOUBLED | 3,504 | 360,890 | +10199.4% | $3.0M | 2026-Q1 |
| Jain Global LLC | ADD | 182,372 | 341,702 | +87.4% | $2.8M | 2026-Q1 |
| Russell Investments Group, Ltd. | NEAR_EXIT | 2,320,735 | 328,400 | -85.8% | $2.7M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 161,161 | 292,429 | +81.5% | $2.4M | 2026-Q1 |
| B. Metzler seel. Sohn & Co. AG | TRIM | 299,388 | 216,446 | -27.7% | $1.8M | 2026-Q1 |
| GROUP ONE TRADING LLC | ADD | 36,343 | 46,641 | +28.3% | $387.1K | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. | TRIM | 18,167 | 13,063 | -28.1% | $108.4K | 2026-Q1 |
| FMR LLC | NEAR_EXIT | 21,744,763 | 4,764 | -100.0% | $39.5K | 2026-Q1 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
4 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 2 neutral. Avg impact: 5.3/10.
NEUTRAL
144
2/10
All-Stars Investment Ltd, an affiliate of Full Truck Alliance, filed a Form 144 on May 21, 2026, ind
May 22, 2026
BEARISH
6-K
6/10
Full Truck Alliance (YMM) reported Q1 2026 revenue of RMB2,848.4M (+5.5% YoY), but net income fell 2
May 21, 2026
BULLISH
20-F
8/10
Full Truck Alliance reported strong fiscal year 2025 results with significant revenue growth of 11.1
Apr 14, 2026
NEUTRAL
INST-CLUSTER
5/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly i
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Jan 2026): 74% buy across 19 analysts — 6 strong buy, 8 buy, 5 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$12.48 mean target (Jan 2026)
$8.05 Low
$16.79 High
| Metric | Value |
|---|---|
| Current Price | $8.44 |
| Target Low | $8.05 |
| Target Mean | $12.48 |
| Target Median | $12.58 |
| Target High | $16.79 |
| # Analysts | 15 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.24 | $1.19 | $1.27 | -2.0% | +5.7% | 3↑ 0↓ | $3.1B | -3.5% | 4 |
| Next Q 2026-09-30 |
$1.22 | $1.15 | $1.28 | 31.0% | -6.2% | 1↑ 2↓ | $2.9B | -12.9% | 4 |
| Current FY 2026-12-31 |
$4.90 | $4.67 | $5.02 | 8.1% | +5.5% | 8↑ 0↓ | $11.6B | -7.0% | 11 |
| Next FY 2027-12-31 |
$5.78 | $4.98 | $6.88 | 18.1% | +1.0% | 5↑ 4↓ | $13.1B | 12.7% | 13 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.245 | |
| 7d ago | $1.264 | -0.020 |
| 30d ago | $1.177 | +0.067 |
| 60d ago | $1.177 | +0.067 |
| 90d ago | $1.197 | +0.048 |
1 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jan 12, 2026 | JP Morgan | DOWNGRADE | Neutral | Underweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 8 | 5 | 0 | 0 | 74% | |
| May 1, 2026 | 5 | 9 | 5 | 0 | 0 | 74% | |
| Apr 1, 2026 | 5 | 9 | 4 | 1 | 0 | 74% | |
| Mar 1, 2026 | 6 | 9 | 3 | 1 | 0 | 79% | |
| Feb 1, 2026 | 6 | 9 | 3 | 1 | 0 | 79% | |
| Jan 1, 2026 | 6 | 9 | 3 | 0 | 0 | 83% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 12, 2026
short_volume
Short Volume: YMM — 69.1% short (0.4M / 0.6M)
Short: 414,524 | Exempt: 0 | TRF Vol: 599,870 | Short Ratio: 69.1% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: YMM — 59.3% short (1.2M / 2.0M)
Short: 1,193,656 | Exempt: 0 | TRF Vol: 2,011,500 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: YMM — 59.9% short (1.4M / 2.3M)
Short: 1,386,709 | Exempt: 3,287 | TRF Vol: 2,316,237 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: YMM — 60.9% short (1.1M / 1.8M)
Short: 1,095,670 | Exempt: 1,457 | TRF Vol: 1,797,902 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: YMM — 56.0% short (1.9M / 3.4M)
Short: 1,893,369 | Exempt: 0 | TRF Vol: 3,379,337 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: YMM — 56.0% short (1.3M / 2.3M)
Short: 1,267,140 | Exempt: 0 | TRF Vol: 2,260,735 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
May 21, 2026
earnings_calendar
YMM Q1 2026 Earnings Scheduled — 2026-05-21
May 20, 2026
short_volume
Short Volume: YMM — 73.4% short (2.1M / 2.9M)
Short: 2,114,452 | Exempt: 0 | TRF Vol: 2,879,432 | Short Ratio: 73.4% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: YMM — 55.6% short (1.1M / 2.0M)
Short: 1,135,721 | Exempt: 0 | TRF Vol: 2,041,504 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: YMM — 65.0% short (1.1M / 1.7M)
Short: 1,111,280 | Exempt: 0 | TRF Vol: 1,708,797 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: YMM — 65.8% short (0.8M / 1.2M)
Short: 800,966 | Exempt: 0 | TRF Vol: 1,217,883 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: YMM — 165,858 shares ($1.5M) failed to deliver
Settlement: 20260513, Price: $8.79, FTD Value: $1,457,891.82, FULL TRUCK ALLIANCE CO LTD SPO
May 11, 2026
short_volume
Short Volume: YMM — 55.6% short (1.4M / 2.6M)
Short: 1,431,856 | Exempt: 0 | TRF Vol: 2,575,034 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: YMM — 68.1% short (1.7M / 2.5M)
Short: 1,726,021 | Exempt: 1,211 | TRF Vol: 2,533,624 | Short Ratio: 68.1% | Off-exchange volume (dark pool + OTC)
Mar 12, 2026
earnings_calendar
YMM Q4 2025 Earnings After Market Close — 2026-03-12