VFSConsumer Cyclical · Auto ManufacturersThe 3 Wall Street analysts covering VinFast Auto Ltd. hold a median 12-month price target of $5 — +55.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 21 of 100 as at 3 Nov 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores VinFast Auto Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (95): Reported profit is backed by cash, and the company is not expanding recklessly.
Quality (8): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on VFS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +55.8% from it.
Of the 20 most recent actions, 0 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 20 Oct 2026 | Cantor Fitzgerald | Maintains | Overweight | $5.00 → $4.00 |
| 20 Oct 2026 | Chardan Capital | Maintains | Buy | $5.50 → $5.00 |
| 16 Oct 2026 | Chardan Capital | Maintains | Buy | $5.50 |
| 12 Aug 2026 | Chardan Capital | Maintains | Buy | — |
| 12 Aug 2026 | Chardan Capital | Maintains | Buy | $5.50 |
| 10 June 2026 | Wedbush | Reiterates | Outperform | $6.00 |
| 10 June 2026 | Wedbush | Reiterates | Outperform | — |
| 9 June 2026 | Cantor Fitzgerald | Maintains | Overweight | $6.00 → $5.00 |
| 9 June 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 9 June 2026 | Chardan Capital | Maintains | Buy | — |
| 9 June 2026 | Chardan Capital | Maintains | Buy | $5.50 |
| 23 Apr 2026 | Chardan Capital | Maintains | Buy | — |
| 17 Mar 2026 | Chardan Capital | Maintains | Buy | — |
| 3 Mar 2026 | Chardan Capital | Maintains | Buy | — |
| 10 Feb 2026 | Chardan Capital | Maintains | Buy | — |
| 7 Jan 2026 | Chardan Capital | Maintains | Buy | — |
| 24 Nov 2025 | Wedbush | Reiterates | Outperform | — |
| 5 Sept 2025 | Cantor Fitzgerald | Reiterates | Overweight | — |
| 5 Sept 2025 | Chardan Capital | Maintains | Buy | — |
| 18 Aug 2025 | Chardan Capital | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
VFS appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 3 Nov 2026, VinFast Auto Ltd. returned +0.9% against +11.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 18% of US stocks
Cheaper than 99% of US stocks
Cheaper than 93% of US stocks
Cheaper than 73% of US stocks
Higher than 91% of US stocks
Higher than 72% of US stocks
Higher than 2% of US stocks
Higher than 14% of US stocks
Higher than 7% of US stocks
Higher than 97% of US stocks
Higher than 8% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
VinFast Auto Ltd. has a market value of $7.7B and an enterprise value of $122.6T.
Revenue in the twelve months to 31 Mar 2026: $97.0T. The latest quarter grew 82.7% year on year.
Net income over the same four quarters: −$110.0T, a −113.4% net margin.
Diluted earnings per share, trailing twelve months: $−45,923.00.
Free cash flow in the twelve months to 31 Mar 2026: −$67.0T, after $23.6T of capital spending.
Trailing P/E: 40.2×; forward P/E: −2.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
VinFast Auto Ltd. employs 29,878 people — $3.2B of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| VFSVinFast Auto Ltd. | $7.7B | 21 |
| RIVNRivian Automotive, Inc. | $19.2B | 22 |
| LCIDLucid Group, Inc. | $1.2B | 6 |
| FFord Motor Co. | $49.1B | 48 |
| CYDChina Yuchai International Ltd. | $832.5M | 34 |
| GMGeneral Motors Co. | $77.5B | 69 |
| KMXCarMax, Inc.* | $7.6B | 73 |
* Nearest Consumer Cyclical names by size — few auto manufacturers companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own VinFast Auto Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
SBS Law announced an opportunity for VinFast Auto Ltd. investors to join a fraud investigation.
Why it matters — The announcement concerns a fraud investigation involving VinFast Auto Ltd. and may be relevant to VFS investors tracking legal developments.
A Business Wire item says research suggests electric vehicles’ simpler mechanical architecture may help them hold up as mileage accumulates. The headline notes VinFast is making used EVs easier to buy, but the excerpt provides no details on how.
Why it matters — VFS watchers may care about the item’s focus on used-EV reliability and access, though the excerpt offers no specific VinFast program details.
VinFast delivered 70,085 electric four-wheelers in the second quarter and acquired a 20% interest in the Hanoi Sports Urban project.
Why it matters — VFS watchers may note both the reported vehicle deliveries and the company's investment in the Hanoi Sports Urban project.
VinFast Auto reported a wider-than-expected second-quarter loss, while revenue growth exceeded Wall Street estimates. The headline says analysts cut their forecasts following the results.
Why it matters — The results and analysts’ revised forecasts are relevant to VFS watchers assessing the company’s latest performance.
Seeking Alpha published a transcript of VinFast Auto Ltd.’s Q2 2026 earnings call. The excerpt provides no details about the discussion or results.
Why it matters — VFS watchers can refer to the transcript for management’s remarks, though the supplied excerpt does not include their content.
The 3 Wall Street analysts covering VinFast Auto Ltd. have a median 12-month price target of $5, with estimates ranging from $4 to $7.7. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 3 analysts covering VinFast Auto Ltd., 2 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks VinFast Auto Ltd. 21 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, VinFast Auto Ltd. ranks 21 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (95 of 100).
No one can know that. What the data says: the median 12-month target from 3 analysts implies +55.8% from the last close, and Ticker Nerd's factor model ranks VinFast Auto Ltd. 21 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering VinFast Auto Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for VFS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $4 to $7.7 over the next 12 months.
VinFast Auto Ltd. returned +0.9% over the 12 months to 3 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
VinFast Auto Ltd. is a Vietnamese automotive company focused on electric mobility and related services.
The most recent item we track (Business Wire, 1 Nov 2026): "VFS Investors Have Opportunity to Join VinFast Auto Ltd. Fraud Investigation with SBS Law". SBS Law announced an opportunity for VinFast Auto Ltd. investors to join a fraud investigation.
VinFast Auto Ltd. is a Vietnamese automotive company focused on electric mobility and related services. VinFast Auto Ltd. designs, develops, manufactures, and sells electric vehicles, including SUVs, pickup trucks, mini EVs, and buses, along with e-scooters, e-bikes, and battery technology solutions. Its business also includes battery leasing, battery charging services, spare parts, and aftermarket support across its vehicle and scooter lines. The company operates through automotive, e-scooter, and e-bus segments, serving consumers and mobility markets in Vietnam and selected international markets. Based in Hai Phong, Vietnam, VinFast Auto Ltd. plays a role in the global transition toward electric transportation by offering a broad range of EV products and supporting mobility services.
CEO Mr. Anh Quan Nhat Pham · 29,878 employees · Vietnam · https://www.vinfastauto.us
