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Catalysts

YMM Stock Catalysts

Earnings · Growth Drivers · Events · AIQ Catalyst

TechnologySoftware - ApplicationScore data as of Sep 4, 2026

YMM

Catalysts
Full Truck Alliance Co. Ltd.
Technology· Software - Application
AIQ Score
NeutralAIQ Edge 8/10
Relative Leader / Watch
Strong Relative Position
Score data as of Sep 4, 2026
Last price
$8.65
+$0.07 (+0.82%)
Latest market quote
Momentum37
Value67
Quality70
Risk Resilience60
Sentiment
View financial data

Stock Catalyst Board

Earnings timing, analyst expectations, news pressure, growth drivers, events, and AIQ Catalyst context.

Next earnings
Nov 16, 2026

Upcoming reporting date available for this company.

AIQ Catalyst
AIQ 59/100

Momentum 37/100 and sentiment before the next covered event.

Recent coverage
5 articles

Updated Sep 6, 2026 · Sentiment 21.99%

Earnings History And Surprises

See whether reported EPS and revenue have consistently exceeded or missed analyst expectations.

Earnings Expectations And Results

Compare what analysts expected with what the company reported across recent quarters.

Momentum 37/100AIQ Edge 8/10 Strong Relative Position
Beat rate
63%
5 of 8 reported periods
Average surprise
+2.7%
Across covered historical reports
Latest result
+5.3%
Aug 19, 2026
EPS estimate versus actual
Actual bars are colored by beat, inline result, or miss.
Earnings history
Report dateFiscal periodEPS estimateEPS actualEPS surpriseRevenue estimateRevenue actual
Aug 19, 2026$0.19$0.20+5.3%$463.13M$497.7M
May 21, 2026$0.13$0.17+30.8%$388.67M$412.82M
Mar 12, 2026$0.14$0.14+0.0%$446.87M$480.09M
Nov 17, 2025$0.14$0.13-7.1%$437.93M$425.7M
Aug 21, 2025$0.16$0.18+12.5%$430.89M$452.02M
May 21, 2025$0.17$0.18+5.9%$365.89M$312.54M
Mar 5, 2025$0.14$0.07-47.2%$410.15M$434.75M
Nov 20, 2024$0.14$0.17+21.4%$394.9M$431.85M

Analyst Forecast And Price Targets

Wall Street consensus, rating distribution, and the current 12-month target range.

Analyst ratings
Buy
13
Buy
2
Hold
12-month analyst target
$11.41
+31.91% versus current price
Based on 3 analyst observations. Targets are estimates, not predictions.
Low target
$10.00
+15.61% vs latest price
Average target
$11.41
+31.91% vs latest price
High target
$13.36
+54.45% vs latest price

Event Read

Catalysts should explain what can change the setup, when it might happen, and which AIQ component would move first.

Current event setup

Event dateNov 16, 2026

Next known earnings or reporting date.

EPS estimate$0.20

Current analyst expectation for the upcoming report.

Revenue estimate$492.08M

Current analyst expectation for the upcoming report.

Sentiment score

News pressure around the setup.

Momentum score37

Where event reaction would show up first.

AIQ score59/100

Composite decision read before event confirmation.

Analyst context

Consensus
Buy
Analysts
3
Average target
$11.41
Target upside
31.91%
Target range
$10.00 - $13.36
90-day revisions
-3

News And Sentiment

Recent company coverage, scored where source sentiment is available.

Positive
3
Neutral
2
Negative
0
seekingalpha.com · Aug 19, 2026

Full Truck Alliance Co. Ltd. (YMM) Q2 2026 Earnings Call Transcript

Full Truck Alliance Co. Ltd.

finance.yahoo.com · Aug 19, 2026

Full Truck Alliance Q2 Earnings Call Highlights

Full Truck Alliance (NYSE:YMM) reported second-quarter 2026 revenue growth of 4.4% as transaction services expanded and platform fulfillment metrics reached record levels, despite what management described as a challenging market environment. Total net revenue was RMB 3.38 billion, while transactio

seekingalpha.com · Aug 19, 2026

Full Truck Alliance Co. Ltd. 2026 Q2 - Results - Earnings Call Presentation (NYSE:YMM) 2026-08-19

2026-08-19. The following slide deck was published by Full Truck Alliance Co.

zacks.com · Aug 19, 2026

Full Truck Alliance Co. Ltd. Sponsored ADR (YMM) Q2 Earnings and Revenues Top Estimates

Full Truck Alliance (YMM) delivered earnings and revenue surprises of +5.26% and +8.66%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

manilatimes.net · Aug 19, 2026

Full Truck Alliance Co. Ltd. Announces Second Quarter 2026 Unaudited Financial Results

GUIYANG, China, Aug. 19, 2026 /PRNewswire/ -- Full Truck Alliance Co. Ltd. ('FTA' or the 'Company') (NYSE: YMM), a leading digital freight platform, today announced its unaudited financial results for the second quarter ended June 30, 2026.

Open full news and sentiment

YMM Catalysts FAQ

What are the next catalysts for YMM stock?

YMM's next stock catalysts can include earnings, guidance, analyst ratings, price-target changes, estimate revisions, product updates, regulatory events, contracts, or sector developments. Use this page to connect those events with AIQ and market context.

What upcoming events could move YMM stock?

Upcoming events that could move YMM include earnings reports, management commentary, estimate changes, major news, and market-wide sector catalysts.

How could YMM's next earnings report affect the stock?

YMM's next earnings report could affect the stock by changing revenue expectations, EPS estimates, guidance, analyst ratings, price targets, estimate revisions, and momentum.

What could drive YMM stock higher?

YMM could move higher if earnings, guidance, demand trends, analyst expectations, or AIQ momentum improve relative to what the market already expects.

What events could hurt YMM stock?

YMM could be hurt by weaker guidance, negative estimate revisions, margin pressure, adverse news, regulatory issues, or a sector-wide risk-off move.