VFS VinFast Auto Ltd.

bullish · high conviction track record → $4.06 -0.15 (-3.6%)
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Mkt Cap $10B 52wk $2.78 - $5.29 3h ago
Est. revisions: +0.8%
Factor Model (net -1.3)

Factor Model

net -1.3 3.1 / 10
Est. Revisions
+0.1
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

VinFast Q1 delivers 61% vehicle growth

Watch: Watch May deliveries and international market expansions to assess sustainability beyond Vietnam.

VinFast delivered 58,577 vehicles in Q1 2026, rising 61% led by Limo Green and VF 3 with deliveries of 12,693 and 11,088 units. E-scooter and e-bike deliveries soared 219% YoY to 143,136 units. The company reported $3.6 billion revenue in 2025, up 105.4%, backed by a recent Chardan Capital Buy rating.

VinFast's accelerating vehicle and scooter deliveries boost its presence in electric mobility, underpinning strong revenue growth and validating bullish analyst targets.

Evidence

Fundamentals & Data ▾
VinFast Auto Ltd. Consumer Cyclical · Auto Manufacturers
Mkt Cap
$10B
Beta
0.99
52w Range
$2.78 - $5.29
Short Interest
2.3M 4.64%
Days to Cover
2.3 +1%
Technicals downtrend
from 52w Hi
-14.7%
1w return
-14.7%
Analysts
mixed
EPS Estimate
$-0.31 +0.8% 30d 0up / 4dn
Est. Dispersion
29% 4 analysts
Analyst Target
$6 $6 - $8
Options P/C
0.47
Fund Convergence
moderate Citadel, Renaissance
Financials
Revenue
$18100.2B +47% YoY
FCF
$-17771.8B
Gross Margin
-56%
Op Margin
-96%
Momentum: accelerating
Top Holders
Citadel
Renaissance
6 signals · latest 3h ago

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