VinFast Auto (NASDAQ:VFS) Given New $4.00 Price Target at Cantor Fitzgerald

VinFast Auto (NASDAQ:VFS) had its price target dropped by stock analysts at Cantor Fitzgerald from $5.00 to $4.00 in a research note issued to investors on Tuesday, Benzinga reports. The firm presently has an “overweight” rating on the stock. Cantor Fitzgerald’s price objective suggests a potential upside of 37.93% from the company’s previous close.

Other analysts have also issued research reports about the company. Yorkville Ives assumed coverage on VinFast Auto in a research note on Monday, October 5th. They issued an “in-line” rating and a $3.50 target price on the stock. Chardan Capital reissued a “buy” rating and set a $5.50 target price on shares of VinFast Auto in a research note on Friday. Finally, Weiss Ratings raised shares of VinFast Auto from a “sell (e+)” rating to a “sell (d-)” rating in a research note on Tuesday, October 6th. Three equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, VinFast Auto presently has a consensus rating of “Hold” and an average price target of $4.75.

VinFast Auto Stock Performance

VFS opened at $2.90 on Tuesday. The business has a fifty day moving average of $3.12 and a 200 day moving average of $3.39. VinFast Auto has a 52-week low of $2.78 and a 52-week high of $5.28.

Institutional Trading of VinFast Auto

Several institutional investors and hedge funds have recently modified their holdings of VFS. Renaissance Technologies LLC boosted its holdings in shares of VinFast Auto by 157.0% in the first quarter. Renaissance Technologies LLC now owns 31,100 shares of the company’s stock valued at $120,000 after purchasing an additional 19,000 shares during the period. Lazard Asset Management LLC grew its stake in VinFast Auto by 3.2% in the first quarter. Lazard Asset Management LLC now owns 185,329 shares of the company’s stock worth $714,000 after purchasing an additional 5,744 shares in the last quarter. Finally, Bank of America Corp DE grew its stake in VinFast Auto by 525.3% in the first quarter. Bank of America Corp DE now owns 189,098 shares of the company’s stock worth $728,000 after purchasing an additional 158,855 shares in the last quarter.

Key Stories Impacting VinFast Auto

Here are the key news stories impacting VinFast Auto this week:

• Positive Sentiment: Second-quarter revenue increased 85.5% year over year to approximately $1.15 billion, while EV deliveries rose sharply on strong demand. The company also reported EPS of negative $0.02, better than the consensus estimate of negative $0.26. VinFast Reports 85.5% Revenue Growth in Second Quarter as Losses Exceed Analyst Estimates
• Positive Sentiment: Management highlighted expanding overseas operations and restructuring benefits that helped reduce the reported net loss, potentially supporting VinFast’s long-term growth strategy if international demand improves. VinFast’s Overseas Push Lifts Quarterly Revenue as Restructuring Gains Trim Net Loss
• Neutral Sentiment: October promotions for the 2027 VF 8 and VF 9—including leases from $399 per month and 0% financing for up to 84 months—could stimulate sales, but the incentives may also pressure pricing and profitability. VinFast Unveils October Lease and Financing Offers
• Negative Sentiment: Despite the revenue growth, quarterly revenue fell short of analysts’ approximately $1.34 billion expectation, while losses deepened. Analysts cited a gross margin of negative 62.8%, an operating loss of roughly $1.16 billion and substantial cash burn. VinFast Q2 2026 Earnings Call Transcript
• Negative Sentiment: Only about 11% of second-quarter EV deliveries were overseas, raising concerns about the pace and economics of international expansion and VinFast’s reliance on shareholder funding. VinFast Auto: Impressive Sales, Terrible Economics

VinFast Auto Company Profile

VinFast Auto is a Vietnam-based automotive manufacturer focused on developing and producing electric vehicles. The company offers a range of electric sport utility vehicles and cars, including the VF 3, VF 5, VF 6, VF 7, VF 8 and VF 9, as well as electric scooters and buses. Its business also includes related battery and charging solutions designed to support electric-vehicle ownership.

Founded in 2017 as part of Vingroup, VinFast became Vietnam’s first volume automotive manufacturer and initially produced gasoline-powered vehicles before transitioning to an all-electric product lineup.