VFSConsumer Cyclical · Auto ManufacturersThe 3 Wall Street analysts covering VinFast Auto Ltd. hold a median 12-month price target of $5.5 — +79.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 17 of 100 as at 8 Oct 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
Revisions (70): Analysts have, on balance, been raising their forecasts.
Quality (7): 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 quant trader with fourteen 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 +79.2% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 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 | — |
| 9 June 2026 | Cantor Fitzgerald | Maintains | Overweight | $6.00 → $5.00 |
| 9 June 2026 | Chardan Capital | Maintains | Buy | $5.50 |
| 9 June 2026 | Chardan Capital | Maintains | Buy | — |
| 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 | — |
| 14 Aug 2025 | Chardan Capital | Maintains | Buy | — |
| 11 July 2025 | Chardan Capital | Maintains | Buy | — |
| 7 July 2025 | Chardan Capital | Maintains | Buy | — |
| 23 June 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.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. VFS appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 8 Oct 2026, VinFast Auto Ltd. returned −8.4% against +16.2% 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 19% of US stocks
Cheaper than 99% of US stocks
Cheaper than 93% of US stocks
Cheaper than 72% of US stocks
Higher than 83% of US stocks
Higher than 72% of US stocks
Higher than 2% of US stocks
Higher than 14% of US stocks
Higher than 5% of US stocks
Higher than 97% of US stocks
Higher than 14% 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 $7.1B and an enterprise value of $122.6T.
Revenue in the twelve months to 31 Mar 2026: $97.0T. The latest quarter grew 41.7% 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: −2.9× — 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. | $7.1B | 17 |
| RIVNRivian Automotive, Inc. | $20.7B | 29 |
| LCIDLucid Group, Inc. | $1.5B | 6 |
| CYDChina Yuchai International Ltd. | $1.1B | 52 |
| FFord Motor Co. | $48.8B | 62 |
| GMGeneral Motors Co. | $72.2B | 72 |
| MHKMohawk Industries, Inc.* | $7.2B | 84 |
* 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 →
VinFast announced that it will bring its all-electric bus models to the U.S. through an initial partnership with NexMove Certified. Homologated buses are expected to begin delivery to U.S. customers in the first quarter of 2028.
Why it matters — The partnership marks VinFast’s planned entry into the U.S. electric bus market, with deliveries expected to start in 2028.
VinFast announced that its 2027 VF 8 ECO electric SUV is available through a lease program at $399 per month, with an upgraded safety suite and potential operating savings that typically exceed EV driver expectations.
Why it matters — A competitively priced lease offering for the VF 8 signals VinFast's push to broaden U.S. consumer adoption of its electric vehicles, which could factor into its growth outlook.
VinFast is helping build confidence in Canada's growing used EV market through its Certified Pre-Owned program, which adds trust to used electric vehicle purchases. The item notes that used EVs are now selling faster than gasoline cars in Canada, supported by lower prices, battery longevity, and longer warranties.
Why it matters — VFS watchers would care because VinFast's Certified Pre-Owned program positions the company to benefit from Canada's accelerating used EV market, potentially broadening its buyer base and strengthening brand trust.
VinFast has officially opened sales of the 2027 VF 8 (MY27) in the U.S. market, with the model featuring upgrades in technology, safety, and equipment aimed at delivering a more refined driving experience.
Why it matters — This marks a new product launch in VinFast's key U.S. market, signaling ongoing expansion of its American vehicle lineup.
VinFast announced the latest step in its North American growth strategy, focusing on expanding its sales and service network across the U.S. market. The announcement, made in Irvine, California, reinforces the company's long-term commitment to the U.S.
Why it matters — A VFS watcher would care because dealership network expansion is a key indicator of VinFast's ongoing commitment and growth trajectory in the U.S. market.
The 3 Wall Street analysts covering VinFast Auto Ltd. have a median 12-month price target of $5.5, with estimates ranging from $5 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. 17 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Oct 2026, VinFast Auto Ltd. ranks 17 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 Revisions (70 of 100).
No one can know that. What the data says: the median 12-month target from 3 analysts implies +79.2% from the last close, and Ticker Nerd's factor model ranks VinFast Auto Ltd. 17 out of 100 as at 8 Oct 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: $5 to $7.7 over the next 12 months.
VinFast Auto Ltd. returned -8.4% over the 12 months to 8 Oct 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 (PRNewsWire, 6 Oct 2026): "VINFAST INTRODUCES ELECTRIC BUS LINEUP IN THE U.S, DOUBLING DOWN ON SUSTAINABLE MOBILITY GROWTH". VinFast announced that it will bring its all-electric bus models to the U.S. through an initial partnership with NexMove Certified. Homologated buses are expected to begin delivery to U.S. customers in the first quarter of 2028.
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
