Dec 30, 2025 • VinFast US
BULLISH
VinFast Announces 3Q25 Global Deliveries and Date for the Release of Third Quarter 2025 Results
VinFast announced its preliminary global vehicle deliveries for the third quarter of 2025, reporting a 7% quarter-over-quarter and 74% year-over-year increase in EV deliveries, totaling 38,195 vehicles. The company also announced significant increases in e-scooter and e-bike deliveries and stated that its 3Q25 financial results will be released on November 21, 2025.
Dec 28, 2025 • MSN
BULLISH
VinFast Delivers Over 11,000 EVs in Vietnam in May 2025
VinFast (NASDAQ: VFS) delivered over 11,000 electric vehicles in Vietnam in May 2025, according to a report. This significant delivery number highlights the company's strong performance in its home market.
Dec 20, 2025 • Sahm
SOMEWHAT-BULLISH
How Investors May Respond To VinFast Auto (VFS) Expanding EV Manufacturing With A New Indonesia Plant
VinFast Auto (VFS) has opened its first Southeast Asian factory in Indonesia with an initial annual capacity of 50,000 cars, planning to invest up to US$1 billion in the country. This expansion aims to capture growth in one of the region's fastest-growing auto markets by introducing EV manufacturing, long-warranty SUVs, and ecosystem partnerships. While the move reinforces VinFast's regional growth strategy, investors should consider the implications for its liquidity and dilution risks given its history of high cash burn and negative margins.
Dec 20, 2025 • Simply Wall Street
NEUTRAL
How Investors May Respond To VinFast Auto (VFS) Expanding EV Manufacturing With A New Indonesia Plant
VinFast Auto has opened its first Southeast Asian factory outside Vietnam in Subang, Indonesia, with an initial annual capacity of 50,000 cars and plans to invest up to US$1 billion. This expansion reinforces its growth strategy in high-growth ASEAN markets, but investors should consider the implications for liquidity and dilution risks given the company's history of heavy cash burn. The new plant, coupled with a next-generation vehicle platform targeted for 2026, aims to improve unit economics and competitive models, but scaling up presents both volume-driven catalysts and execution challenges.
Dec 19, 2025 • MarketBeat
NEUTRAL
VinFast Auto Ltd. (NASDAQ:VFS) Given Consensus Rating of "Hold" by Brokerages
VinFast Auto Ltd. (NASDAQ:VFS) has received a consensus "Hold" rating from brokerages, based on ratings from five research firms. The average 12-month price target is $5.83, despite the company missing quarterly EPS expectations and analysts predicting a negative EPS for the current fiscal year. Institutional investors have made recent adjustments to their positions in VFS, reflecting varied market sentiment.
Dec 18, 2025 • Simply Wall Street
NEUTRAL
VinFast (NasdaqGS:VFS) Valuation Check as New Indonesia EV Factory Accelerates Global Expansion Strategy
VinFast (VFS) has opened a new EV factory in Indonesia, signifying ambitious global expansion despite recent stock performance showing a 16% loss over the past year. The company is currently considered 46.4% undervalued by a "most popular narrative" with a fair value of $6.36, though concerns exist regarding potential cash burn and lack of global brand traction. However, a price-to-sales analysis suggests the stock might be overstretched compared to the broader US auto sector.