Wall Street analyst price targets, ratings consensus & upside potential · Updated Feb 28, 2026
Last 12 months price action with 12-month analyst target path
As of March 2, 2026, Full Truck Alliance Co. Ltd. (YMM) has a Wall Street consensus price target of $11.67, based on estimates from 3 covering analysts. With the stock currently trading at $9.38, this represents a potential upside of +24.4%. The company has a market capitalization of $20.00B.
Analyst price targets range from a low of $8.00 to a high of $14.00, representing a 51% spread in expectations. The median target of $13.00 differs from the mean, suggesting potential outlier estimates. The wide target spread reflects significant disagreement on fair value.
The current analyst consensus rating is Buy, with 1 analysts rating the stock as a Buy or Strong Buy,1 rating it Hold, and 1 rating it Sell or Strong Sell. The mixed ratings reflect uncertainty about near-term direction.
From a valuation perspective, YMM trades at a trailing P/E of 21.9x and forward P/E of 2.0x. Analysts expect EPS to grow +19.6% over the next year.
Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $217.14, with bear and bull scenarios of $-245.28 and $74.44 respectively. Model confidence stands at 36/100, suggesting limited visibility into future performance.
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Start ComparisonThe consensus Wall Street price target for YMM is $11.67, representing 24.4% upside from the current price of $9.38. With 3 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
YMM has a consensus rating of "Buy" based on 3 Wall Street analysts. The rating breakdown is mixed, with 1 Hold ratings making up the largest segment. The consensus 12-month price target of $11.67 implies 24.4% upside from current levels.
With a forward P/E of 1.9663x, YMM trades at a relatively low valuation. The consensus target of $11.67 implies 24.4% appreciation, suggesting meaningful undervaluation.
The most bullish Wall Street analyst has a price target of $14 for YMM, while the most conservative target is $8. The consensus of $11.67 represents the median expectation. Our quantitative valuation model projects a bull case target of $74 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.
YMM is lightly followed, with 3 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 1 have Buy ratings, 1 recommend Hold, and 1 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month YMM stock forecast based on 3 Wall Street analysts shows a consensus price target of $11.67, with estimates ranging from $8 (bear case) to $14 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $217, with bear/bull scenarios of $-245/$74.
Our quantitative valuation model calculates YMM's fair value at $217 (base case), with a bear case of $-245 and bull case of $74. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 36/100.
YMM trades at a forward P/E ratio of 2.0x based on next-twelve-months earnings estimates compared to a trailing P/E of 21.9x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.
Wall Street analysts are very optimistic on YMM, with a "Buy" consensus rating and $11.67 price target (24.4% upside). 1 of 3 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
YMM analyst price targets range from $8 to $14, a 51% wide spread indicating significant analyst disagreement. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $11.67 consensus represents the middle ground. Our model's $-245-$74 range provides an independent fundamental perspective.