$YMM

Full Truck Alliance Co. Ltd. (YMM) furnished an SEC Form 6-K — earnings release. Exhibit 99.1 Full Truck Alliance Co. Ltd. Announces Second Quarter 2026 Unaudited Financial Results GUIYANG, China, August 19, 2026—Full Truck Alliance Co. Ltd. (“FTA” or the “Company”) (NYSE: YMM), a leading digital freight platform, today announced its unaudited financial resul

Full Truck Alliance reported Q2 improvements in order fulfillment rates and matching times. Order growth was supported by governance measures, though elevated diesel prices initially weighed on demand. The company completed its commission rollout, increasing penetration to 94.7%. It also transitioned its brokerage model to reduce operational risks. Full Truck Alliance generated RMB 2.15 billion in operating cash flow and plans to continue shareholder returns and investments. (YMM)

Full Truck Alliance (NYSE: YMM) reported Q2 2026 earnings. Revenue rose 4.4% YoY to RMB3.38B, while net income increased 6.3% to RMB1.35B. Order volume grew 12.7% to 68.5M, and active users rose 12.8% to 3.57M. The company highlighted growth in transaction services and expansion initiatives.

JPMorgan upgraded Full Truck Alliance (NYSE:YMM) to Overweight from Neutral, raising its price target to $10 from $8.60, citing a 28% YTD selloff, cut consensus earnings forecasts (down 30%), and fading regulatory overhang. Nomura initiated Buy with an $11 target, citing China digital freight platform growth. Q1 revenue rose to $412.93M; EPS was 1c; MAUs 3.11M (+12.7%).

Fideuram Asset Management Ireland dac, per its latest SEC Form 13F, bought 344,209 shares of Full Truck Alliance (NYSE:YMM) in Q4, worth about $4.02M. Other institutions also adjusted positions, including California Public Employees’ Retirement System and Geode Capital. Analysts’ consensus is “Hold” with an average target of $10.76. YMM last reported Q4 EPS of $0.01 on revenue of $456.32M.

Full Truck Alliance (NYSE:YMM) reported Q1 2026 unaudited results on May 21: total net revenues rose 5.5% year over year to RMB2,848.4 million ($412.9 million), while net income fell to RMB994.1 million ($144.1 million). Non-GAAP adjusted net income was RMB1,202.0 million ($174.3 million). Fulfilled orders increased 14.3% to 55.0 million and shipper MAUs rose 12.7% to 3.11 million, with transaction service revenue up over 33% to RMB1.39 billion.

Full Truck Alliance Co. Ltd. (NYSE:YMM) significantly surpassed Q1 2026 profit estimates, reporting a non-GAAP adjusted EPS of ¥1.15 against a ¥0.92 estimate, marking a 25.0% beat. The company also saw a 5.5% increase in revenue to ¥2.85 billion, primarily driven by a robust 33.1% surge in its Transaction service segment. Despite strong results and positive analyst sentiment, the stock's reaction was muted, suggesting investors might be looking for stronger growth acceleration.

Citigroup Inc. significantly increased its stake in Full Truck Alliance Co. Ltd. Sponsored ADR (NYSE:YMM) by 27.8% during the third quarter, acquiring an additional 303,587 shares. The fund now holds 1,394,809 shares valued at $18,091,000, representing 0.13% of the company. Other institutional investors like Vanguard Group Inc. and Profund Advisors LLC also adjusted their holdings in YMM, with analysts maintaining a "Hold" consensus rating and an average price target of $11.83.

In the current market session, Full Truck Alliance Co Inc. ( NYSE:YMM ) share price is at $11.33, after a 2.68% spike. Moreover, over the past month, the stock fell by 20.35%, but in the past year, spiked by 10.51%.

Investors weren't impressed with the next-generation Chinese logistics specialist's recent quarterly performance.