Full Truck Alliance (YMM) Transaction Revenue Expected to Surge Over 30% in 2026

Full Truck Alliance Co., Ltd. (NYSE:YMM) ranks among the best high growth Chinese stocks to buy. On January 13, Morgan Stanley retained its Overweight rating and $14 price target for Full Truck Alliance Co., Ltd. (NYSE:YMM), citing strong growth in the company’s primary transaction commission sector. The firm expects YMM’s transaction commission revenue to expand by more than 30% year-over-year in 2026, with the company’s long-term shareholder return strategy being seen as gradually favorable.

Morgan Stanley expects order volume to increase by 13-17% year-over-year in 2026, while overall revenue is likely to fall by 7% to RMB11.4-11.57 billion. Meanwhile, transaction commissions are expected to be RMB7.1 billion, representing a 32-34% increase year-over-year.

On the other hand, JPMorgan downgraded Full Truck Alliance Co., Ltd. (NYSE:YMM) from Neutral to Underweight on January 13, claiming that the risk-reward analysis for the company has “shifted meaningfully” as the YMM stock has fallen behind broader market indices since the start of 2025.

Full Truck Alliance Co., Ltd. (NYSE:YMM) is China’s leading digital freight platform. The company connects shippers with truckers through its mobile-based marketplace, streamlining logistics and reducing inefficiencies in the trucking industry.

While we acknowledge the potential of YMM to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than YMM and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds.

Disclosure: None. This article is originally published at Insider Monkey.