Full Truck Alliance Co. Ltd. Price & Performance (YMM)

Full Truck Alliance shares have faced pressure after JPMorgan downgraded the stock from Overweight to Neutral, slashing its price target to $10 from $18. The move follows a 25% decline in share value, exacerbated by escalating US-China trade tensions. Despite strong financial fundamentals, concerns persist over potential ADR delisting and fund outflows.12

Despite recent market turbulence and a notable analyst downgrade, Full Truck Alliance retains a consensus “Buy” rating from six analysts, with an average price target of $14.80. The company’s strong revenue growth and strategic focus on high-margin areas continue to attract positive sentiment, suggesting analysts see upside potential from current levels.34

Full Truck Alliance has filed its annual report, revealing robust revenue gains and a solid capital base. The company’s push into AI-driven logistics and strategic partnerships has positioned it for future expansion. These developments underscore management’s confidence in navigating regulatory challenges and evolving market conditions.56