
VFS Stock Forecast & Price Target
VFS Analyst Ratings
Bulls say
VinFast Auto Ltd is poised for robust growth, with Vietnam accounting for 94% of its deliveries in the first nine months of 2025, driven by a strong home market and substantial market share gains. The company anticipates a 50% increase in unit sales, leading to projected revenues of $3.4 billion in 2025 and $5.4 billion in 2026, underpinned by significant reductions in bill of material costs and enhancements in manufacturing efficiency. Additionally, the strategic introduction of common platforms should improve gross margins and support the brand’s expansion, positioning VinFast favorably within the competitive EV market.
Bears say
VinFast Auto Ltd is experiencing significant challenges reflected in its financial metrics, including a reported gross margin of negative 56.2% in Q3 compared to negative 41.1% in Q2, indicating worsening profitability. The company's efforts to reduce its bill of materials (BOM) by 30% are aimed at breakeven gross margins, yet improvements won't likely materialize until the second half of 2027, highlighting prolonged cash flow challenges. Additionally, the concentration of deliveries towards the end of the year diminishes visibility and increases execution risk, limiting the potential for positive momentum in the near term.
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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