VinFast Auto (NASDAQ:VFS) Issues Quarterly Earnings Results

VinFast Auto (NASDAQ:VFS) issued its earnings results on Monday. The company reported ($0.60) earnings per share (EPS) for the quarter, Zacks reports. The firm had revenue of $1.57 billion for the quarter, compared to the consensus estimate of $1.12 billion.

Here are the key takeaways from VinFast Auto’s conference call:

• VinFast reported record deliveries with 86,557 EVs in Q4 and 196,919 EVs for 2025, and is guiding to at least 300,000 EV deliveries in 2026 while expecting two‑wheeler volumes to rise >2.5x.
• Revenue grew to $3.6 billion (FY2025) and gross margins improved, but the company remains deeply unprofitable (Q4 net loss $1.4 billion, adjusted EBITDA still negative) and took a one‑time $236 million impairment on the North Carolina project while flagging large 2026 CapEx and R&D needs that imply continued cash burn despite reported liquidity of $3.1 billion.
• Management is pushing a vertically integrated, software‑defined EV strategy — including EE 2.0, in‑house ADAS/battery R&D and partnerships with Tensor and Autobrains — which it says will lower BOM costs, enable subscription features, and open potential tech revenue streams.
• VinFast has expanded its global manufacturing footprint to four facilities with combined annual capacity of about 600,000 EVs, plans to resume North Carolina construction for a 2028 SOP, and expects scale and localization to drive further unit‑cost improvements.

VinFast Auto Stock Down 2.6%

VFS stock opened at $3.02 on Tuesday. The company has a market cap of $7.07 billion, a PE ratio of -1.89 and a beta of 0.87. The business has a 50-day simple moving average of $3.30 and a 200 day simple moving average of $3.31. VinFast Auto has a 52 week low of $2.56 and a 52 week high of $3.82.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on VFS shares. Wedbush reaffirmed an “outperform” rating and set a $6.00 price target on shares of VinFast Auto in a report on Monday, November 24th. Chardan Capital restated a “buy” rating and set a $5.50 target price on shares of VinFast Auto in a research report on Tuesday, March 3rd. Finally, Weiss Ratings reiterated a “sell (e+)” rating on shares of VinFast Auto in a research report on Monday, December 29th. Three analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $5.83.

Hedge Funds Weigh In On VinFast Auto

Hedge funds have recently bought and sold shares of the company. Renaissance Technologies LLC bought a new position in VinFast Auto in the 4th quarter valued at about $40,000. PharVision Advisers LLC bought a new stake in shares of VinFast Auto during the 3rd quarter worth approximately $43,000. Quadrature Capital Ltd bought a new stake in shares of VinFast Auto during the 4th quarter worth approximately $48,000. Brooklyn Investment Group acquired a new stake in shares of VinFast Auto during the 3rd quarter worth approximately $61,000. Finally, State of Wyoming bought a new position in VinFast Auto in the second quarter valued at approximately $63,000.

About VinFast Auto

VinFast Auto, founded in 2017 as a subsidiary of Vietnam’s Vingroup, specializes in the design, development and manufacturing of electric vehicles and related mobility solutions. Headquartered in Haiphong, Vietnam, the company operates an integrated production complex that houses research and development, manufacturing and assembly facilities. Backed by Vingroup founder Pham Nhat Vuong, VinFast has rapidly expanded its product line from its first electric SUV, the VF e34, launched in late 2021, to a diverse portfolio of battery electric cars and electric scooters.

The company’s vehicle lineup includes the VF 8 and VF 9 sport utility vehicles, as well as electric passenger cars tailored for markets in Asia, North America and Europe.