
VFS Stock Forecast & Price Target
VFS Analyst Ratings
Bulls say
VinFast Auto Ltd is experiencing significant market growth in Vietnam, with 94% of vehicle deliveries in the first nine months of 2025, leading to robust market share gains. Financial projections indicate a remarkable 52% revenue increase in 2025 to $3.4 billion, with a further expected rise to $5.4 billion in 2026 due to a 50% boost in unit sales. Additionally, a 30% reduction in bill of materials costs is anticipated to enhance gross margins, supported by increased manufacturing efficiency and pricing power as production scales across their three reportable segments: Cars, E-scooters, and E-buses.
Bears say
VinFast Auto Ltd has experienced a significant decline in gross margin, reporting a negative 56.2% in Q3, compared to negative 41.1% in Q2, raising concerns about the company's profitability and operational efficiency. Adjustments for delayed revenue recognition indicate that the gross margin could have been even worse, highlighting ongoing challenges in maintaining financial health. Furthermore, the concentration of deliveries in the fourth quarter diminishes operational visibility, suggesting an increased risk associated with the company's execution as it approaches year-end financial goals.
This aggregate rating is based on analysts' research of VinFast Auto Ltd and is not a guaranteed prediction by Public.com or investment advice.
VFS Analyst Forecast & Price Prediction
Start investing in VFS
Order type
Buy in
Order amount
Est. shares
0 shares