Dec 28, 2025 • MarketBeat
NEUTRAL
Matthews International Capital Management LLC Reduces Holdings in Full Truck Alliance Co. Ltd. Sponsored ADR $YMM
Matthews International Capital Management LLC significantly cut its stake in Full Truck Alliance Co. Ltd. (NYSE:YMM) by 37.9% in the third quarter of 2025, selling over 1.1 million shares. Despite this reduction, YMM remains the firm's sixth-largest holding, valued at approximately $24 million and constituting 5.6% of its portfolio. Analyst sentiment for Full Truck Alliance is a "Moderate Buy" with a consensus target price of $14.43, even as some firms like Barclays have slightly lowered their price targets.
Dec 25, 2025 • MarketBeat
NEUTRAL
Newport Asia LLC Purchases Shares of 131,967 Full Truck Alliance Co. Ltd. Sponsored ADR $YMM
Newport Asia LLC acquired 131,967 shares of Full Truck Alliance Co. Ltd. (NYSE: YMM) in Q3, making it their largest holding at approximately $1.712 million. Analysts maintain a "Moderate Buy" rating for Full Truck Alliance, with a consensus target price of $14.43 against its current trading price of around $11.11. The company operates a significant digital freight platform in China, connecting shippers with truck drivers.
Dec 24, 2025 • Stock Traders Daily
NEUTRAL
(YMM) Price Dynamics and Execution-Aware Positioning
This article analyzes the price dynamics and execution-aware positioning for Full Truck Alliance Co. Ltd. (NYSE: YMM), indicating a weak near-term sentiment while highlighting an exceptional 44.3:1 risk-reward setup. It outlines three AI-generated institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored for different risk profiles and holding periods, along with multi-timeframe signal analysis. The piece also promotes access to real-time signals, API integration, and custom risk models for institutional-grade analysis.
Dec 20, 2025 • MarketBeat
SOMEWHAT-BULLISH
ABS Direct Equity Fund LLC Sells 223,861 Shares of Full Truck Alliance Co. Ltd. Sponsored ADR $YMM
ABS Direct Equity Fund LLC reduced its stake in Full Truck Alliance Co. Ltd. Sponsored ADR (NYSE:YMM) by 45.1% in Q3, selling 223,861 shares and retaining 272,619 shares valued at $3.54 million. Full Truck Alliance, a leading Chinese digital freight platform, maintains a "Moderate Buy" consensus rating from analysts with an average price target of $14.43. The stock is currently trading around $11.11 with a market capitalization of $11.62 billion.
Dec 20, 2025 • MarketBeat
NEUTRAL
Perpetual Ltd Has $14.29 Million Stock Position in Full Truck Alliance Co. Ltd. Sponsored ADR $YMM
Perpetual Ltd reduced its stake in Full Truck Alliance Co. Ltd. Sponsored ADR (NYSE:YMM) by 10.3% in Q3, now holding 1,101,906 shares valued at $14.29 million. Several other institutional investors also adjusted their positions in YMM, which currently trades with a market capitalization of $11.62 billion and has an average analyst rating of "Moderate Buy" with a $14.43 price target.
Dec 20, 2025 • MarketBeat
NEUTRAL
Full Truck Alliance Co. Ltd. Sponsored ADR $YMM Shares Sold by Squarepoint Ops LLC
Squarepoint Ops LLC significantly reduced its stake in Full Truck Alliance Co. Ltd. Sponsored ADR (NYSE:YMM) by 52.9% in Q2, selling 148,307 shares and retaining 131,826 shares valued at $1.56 million. Despite this, analysts maintain a "Moderate Buy" consensus rating for YMM with an average price target of $14.43. The company, which operates a leading digital freight platform in China, has seen mixed adjustments from other institutional investors in recent quarters.