Full Truck Alliance Co Market Sentiment

Market sentiment signals for Full Truck Alliance Co (YMM): analyst consensus, short interest, options flow and insider activity.

Key Signals

Analyst Consensus— Overweight

Short Interest▲ 2.2% short float

Options Flow▲ 0.67 P/C ratio

Insider Activity— N/A

Analyst Consensus

Overweight

4 analysts

Options Flow (P/C)

0.67

More calls — Bullish

6 calls · 4 puts

Avg Consensus PT

$12

+36.9%

Highest Price Target

$16

+82.5%

Citigroup

Lowest Price Target

$10

+14.1%

JP Morgan

Short Interest

2.2%

Declining — Bullish

Insider Activity (30d)

—

Short Interest — % of Float

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Jun 29, 2026	JP Morgan	Karen Li—	+14.1%	$9 → $10	Upgrade	Neutral→Overweight
Jun 22, 2026	JP Morgan	Karen Li—	-1.9%	$8 → $9	Maintained	Neutral
Apr 1, 2026	JP Morgan	Karen Li—	-8.7%	$8 → $8	Upgrade	Underweight→Neutral
Jan 12, 2026	JP Morgan	Karen Li—	-8.7%	$11 → $8	Downgrade	Neutral→Underweight
Nov 19, 2025	Barclays	Jiong Shao—	+36.9%	$13 → $12	Maintained	Equal-Weight
May 22, 2025	Citigroup	Alicia Yap—	+82.5%	$17 → $16	Maintained	Buy
Apr 14, 2025	JP Morgan	Karen Li—	+14.1%	$18 → $10	Downgrade	Overweight→Neutral
Mar 10, 2025	Barclays	Jiong Shao—	+48.3%	$7 → $13	Maintained	Equal-Weight
Mar 6, 2025	JP Morgan	Karen Li—	+105.4%	$13 → $18	Upgrade	Neutral→Overweight
Mar 5, 2025	Citigroup	Alicia Yap—	+88.2%	$15 → $17	Maintained	Buy
Dec 11, 2024	JP Morgan	Karen Li—	+48.3%	$12 → $13	Downgrade	Overweight→Neutral
Dec 10, 2024	Citigroup	Alicia Yap—	+71.1%	$13 → $15	Maintained	Buy
Nov 21, 2024	Citigroup	Alicia Yap—	+48.3%	$12 → $13	Maintained	Buy
Aug 23, 2024	Barclays	Jiong Shao—	-20.1%	$9 → $7	Maintained	Equal-Weight
May 24, 2024	Barclays	Jiong Shao—	+2.7%	$6 → $9	Maintained	Equal-Weight
Mar 11, 2024	Barclays	Jiong Shao—	-31.5%	$8 → $6	Maintained	Equal-Weight
Dec 6, 2023	JP Morgan	——	+14.1%	$10	Initiate	Overweight