How Full Truck Alliance’s Q3 Revenue Gains and Giga.AI Acquisition Set the Stage for Future Growth

Full Truck Alliance Co. Ltd. (NYSE:YMM) is 1 of the  best logistics‑tech stocks to bargain now.

As of December 5, Full Truck Alliance Co. Ltd. (NYSE:YMM) enjoys highly favorable expert sentiment, with astir 85% of each analysts covering it assigning a Buy oregon equivalent rating. The banal has risen by a humble 6.5% twelvemonth to date, but the statement 1-year median terms people of $14.57 reflects a 26% imaginable upside.

On November 17, Full Truck Alliance announced its Q3 results (ended September 30, 2025). The study shows full nett revenues of RMB 3,358.2 cardinal (about $471.7 million), a 10.8% summation year‑over‑year. Transaction‑service revenue, the company’s halfway maturation engine, jumped 39.0% YoY to RMB 1,456.1 million. The level besides deed grounds usage: monthly progressive shippers reached 3.35 cardinal (up 17.6% YoY) and fulfilled orders totaled 63.4 cardinal (up 22.3% Year-over-Year).

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Despite the top‑line maturation and beardown idiosyncratic metrics, Full Truck Alliance reported a non‑GAAP adjusted nett income per ADS (American Depositary Share) of RMB 0.93 (≈ US$0.13), which missed immoderate marketplace expectations. The company’s absorption attributed the quarter’s show to continued efforts to amended efficiency, trim costs, upgrade user‑protection mechanisms, and integrate technological enhancements, including the acquisition of a bulk involvement successful Giga.AI Technology Limited, to fortify AI capabilities and enactment long‑term level growth.

Following the Q3 call, connected November 19, Barclays reaffirmed a Hold standing connected Full Truck Alliance and acceptable a terms people of $12.00 per share. That humble outlook reflects what Barclays described arsenic “Q3 results broadly successful enactment with estimates and a Q4 outlook that suggests maturation successful transaction‑service gross is acceptable to decelerate.”

Full Truck Alliance (NYSE:YMM) is simply a China‑based integer freight level that connects shippers and truckers via a tech‑driven marketplace, offering freight‑matching services, transaction services, value‑added services similar recognition and logistics solutions, and leveraging AI and platform‑scale to coordinate transport and logistics crossed China.

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Disclosure: None.