Morgan Stanley Forecasts 30% Surge in Full Truck Alliance's Transaction Revenue in 2026
ByAinvest
Friday, Jan 30, 2026 2:10 am ET1min read
YMM--
Morgan Stanley expects Full Truck Alliance's (YMM) transaction commission revenue to surge over 30% YoY in 2026, with order volume expected to increase 13-17% YoY. JPMorgan downgraded YMM from Neutral to Underweight, citing a "meaningfully shifted" risk-reward analysis. YMM is China's leading digital freight platform, connecting shippers with truckers through its mobile-based marketplace.
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