
VFS Stock Forecast & Price Target
VFS Analyst Ratings
Bulls say
VinFast Auto Ltd is demonstrating significant growth potential, with Vietnam accounting for an impressive 94% of its deliveries in the first nine months of 2025, reflecting strong market demand and substantial market share gains. The company anticipates a substantial revenue increase, projecting $3.4 billion in 2025 and $5.2 billion in 2026, driven by a 50% increase in unit sales and improvements in gross margins from a projected 30% reduction in bill of material costs. Furthermore, VinFast's strategic focus on leveraging common platforms and enhancing manufacturing efficiencies could strengthen its pricing power, boost brand awareness, and stimulate initial demand for its electric vehicle offerings in the region.
Bears say
VinFast Auto Ltd is facing significant financial challenges, as evidenced by its negative gross margins, which worsened from negative 41.1% in Q2 to negative 56.2% in Q3, indicating ongoing operational inefficiencies. The company's anticipated capital expenditures may decrease, yet the projected timeline for reaching gross margin breakeven has been extended to the second half of 2027, necessitating additional volume improvements and cost reductions. Furthermore, the expected decline in average selling price (ASP) due to Q4 incentives and the issues surrounding revenue recognition contribute to a lack of visibility and increased risk for potential investors.
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
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