VinFast Auto Ltd. (VFS) Stock Price & Analysis
VinFast Auto Ltd. (VFS) closed at USD 3.29 on Monday, November 9, 2026, up 1.23% on the day. The US market is currently closed (after-hours); this is not a live price.
The prior close was USD 3.25; the Nov 9, 2026 session ranged USD 3.17–3.3 on volume of 483,879 shares. Market capitalization is $7.70B, with a 52-week range of USD 2.78–5.29 (NMS). Source: Nexqual, retrieved November 9, 2026 at 21:18 UTC.
What changed for VFS since Aug 31, 2025
The built-in knowledge of several widely used AI models ends around Aug 31, 2025. Everything below is newer, dated and sourced (as of Nov 9, 2026).
- VinFast Auto Ltd. (VFS) stock went from USD 3.42 (close of the week of Aug 25, 2025, split-adjusted) to USD 3.29, a -3.8% price change; the S&P 500 (SPY) moved +18.3% over the same period.
- Analyst actions on VFS in the last 120 days: 4 (0 upgrades or target raises, 2 downgrades or target cuts); most recent Chardan Capital, Oct 20, 2026.
Also available as compact Markdown for AI agents: nexqual.com/VFS.md
Key facts (VFS)
- Analysts: Buy (mean 2.33 on a 1–5 scale) (3 analysts), mean target USD 5.57 (range 4–7.7).
- Total return with dividends: 1Y -6.8% vs S&P 500 +11.6%; 5Y -66.2% vs S&P 500 +72.2%.
- Next earnings: 2026-12-02, EPS estimate USD -0.48, revenue estimate $31.36T. All companies reporting that day: https://nexqual.com/earnings/2026-12-02
- Dividend: VFS paid no cash dividend in the last five years.
- Short interest: 5.85% of float (as of 2026-10-15), 7.7 days to cover.
Analysts (VFS)
Consensus Buy (mean 2.33 on a 1–5 scale), 3 analysts; mean target USD 5.57 (low 4, high 7.7).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-20 | Chardan Capital | Target lowered | Buy | $5.5 → $5 |
| 2026-10-20 | Cantor Fitzgerald | Target lowered | Overweight | $5 → $4 |
| 2026-10-16 | Chardan Capital | Maintained | Buy | $5.5 |
| 2026-08-12 | Chardan Capital | Maintained | Buy | $5.5 |
Total return (dividends reinvested) (VFS)
| 1Y (from 2025-11-10) | 5Y (from 2021-11-08) | |
|---|---|---|
| Total return | -6.8% | -66.2% |
| S&P 500 (SPY) | +11.6% | +72.2% |
| Per year | -6.8% | -19.5% |
| Volatility (annualized) | 41.5% | 98.8% |
| Max drawdown | -40.1% (Apr 2026→Jul 2026) | -96.3% (Aug 2023→Apr 2024) |
Dividends (VFS)
VFS paid no cash dividend in the last five years.
Short interest (VFS)
2,902,545 shares sold short, 5.85% of the float, as of Oct 15, 2026 (exchange short-interest report, published about twice a month). Prior report (Sep 15, 2026): 2,702,713 shares (+7.4%). Days to cover: 7.7 (short shares ÷ average daily volume).
VFS earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | −$0.53 | −$0.37 | Miss −43.2% | — |
| — | Quarter ended Mar 31, 2026 | −$0.48 | −$0.29 | Miss −65.5% | — |
| — | Quarter ended Dec 31, 2025 | −$0.60 | −$0.36 | Miss −66.7% | — |
| — | Quarter ended Sep 30, 2025 | −$0.41 | −$0.29 | Miss −41.4% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
VFS recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 29, 2026 | 6-K | Current report (foreign issuer) · period ended Oct 29, 2026 |
| Oct 19, 2026 | 6-K | Current report (foreign issuer) · period ended Oct 19, 2026 |
| Oct 13, 2026 | 6-K | Current report (foreign issuer) · period ended Oct 13, 2026 |
| Sep 28, 2026 | 6-K | Current report (foreign issuer) · period ended Sep 28, 2026 |
| Sep 16, 2026 | 6-K | Current report (foreign issuer) · period ended Sep 15, 2026 |
| Sep 14, 2026 | 6-K | Current report (foreign issuer) · period ended Sep 14, 2026 |
| Sep 11, 2026 | 6-K | Current report (foreign issuer) · period ended Sep 11, 2026 |
| Aug 11, 2026 | 6-K | Current report (foreign issuer) · period ended Aug 11, 2026 |
| Jul 30, 2026 | 6-K | Current report (foreign issuer) · period ended Jul 30, 2026 |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
VFS suppliers, customers and competitors (named in its 20-F)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Selling Securityholders and Gotion | “We source battery packs or cells from a variety of third-party suppliers including Gotion, Samsung SDI and Contemporary Amperex Technology Co. Limited ("CATL").” |
| Supplier | Siemens | “The technology in this facility is also sourced from automated production providers, such as KUKA, ABB, Siemens and Durr.” |
| Supplier | Samsung Electronics | “We source battery packs or cells from a variety of third-party suppliers including Gotion, Samsung SDI and Contemporary Amperex Technology Co. Limited ("CATL").” |
| Supplier | CATL | “We source battery packs or cells from a variety of third-party suppliers including Gotion, Samsung SDI and Contemporary Amperex Technology Co. Limited ("CATL").” |
| Supplier | LEAR CORP (LEA) | “There are a number of key suppliers on-site in Hai Phong, including Lear Corporation and Grupo Antolin.” |
| Supplier | Tech Energy Solutions | “In December 2024 and April 2025, VinEG and VinES Ha Tinh entered into purchase agreements with V‑G High‑Tech Energy Solutions Co., Ltd. ("V‑G"), our joint venture with Gotion, either directly or through a purchase agency, for the purchase of battery cells to be used in their battery production.” |
| Partner | Pininfarina | “We have worked with our global design partners, including Pininfarina and GoMotiv, to ensure each of our vehicles offers a distinctive and unique style.” |
| Partner | Marubeni | “We intend to achieve this by collaborating with Marubeni on researching and manufacturing battery energy storage systems ("BESS") using recycled EV batteries.” |
| Partner | Saigon Glory | “We have entered into an investment cooperation and business opportunity exploration agreement with Saigon Glory Limited Liability Company ("SGC"), a Vietnam-incorporated company engaged in real estate development and asset management activities, and expect to reinvest the returns from the investment to fund the development of our EV business, including working capital and general corporate purposes.” |
| Partner | NVIDIA (NVDA) | “We have collaborated with cutting-edge technology companies to leverage our existing core competencies, including collaborations with NVIDIA, BlackBerry, Erae AMS, Quanta Computer Inc., and Vector Informatik GmbH, Autobrains on our ADAS, Aptiv, AVL List GmbH and FEV on certain components of our powertrain and battery, Amazon Alexa for our Virtual Assistant and T-Mobile, Webbing, Appning by FORVIA on our connected …” |
| Partner | Quanta Computer | “We have collaborated with cutting-edge technology companies to leverage our existing core competencies, including collaborations with NVIDIA, BlackBerry, Erae AMS, Quanta Computer Inc., and Vector Informatik GmbH, Autobrains on our ADAS, Aptiv, AVL List GmbH and FEV on certain components of our powertrain and battery, Amazon Alexa for our Virtual Assistant and T-Mobile, Webbing, Appning by FORVIA on our connected …” |
| Partner | Vector Informatik | “We have collaborated with cutting-edge technology companies to leverage our existing core competencies, including collaborations with NVIDIA, BlackBerry, Erae AMS, Quanta Computer Inc., and Vector Informatik GmbH, Autobrains on our ADAS, Aptiv, AVL List GmbH and FEV on certain components of our powertrain and battery, Amazon Alexa for our Virtual Assistant and T-Mobile, Webbing, Appning by FORVIA on our connected …” |
| Partner | AVL List | “We have collaborated with cutting-edge technology companies to leverage our existing core competencies, including collaborations with NVIDIA, BlackBerry, Erae AMS, Quanta Computer Inc., and Vector Informatik GmbH, Autobrains on our ADAS, Aptiv, AVL List GmbH and FEV on certain components of our powertrain and battery, Amazon Alexa for our Virtual Assistant and T-Mobile, Webbing, Appning by FORVIA on our connected …” |
| Partner | Amazon (AMZN) | “We have collaborated with cutting-edge technology companies to leverage our existing core competencies, including collaborations with NVIDIA, BlackBerry, Erae AMS, Quanta Computer Inc., and Vector Informatik GmbH, Autobrains on our ADAS, Aptiv, AVL List GmbH and FEV on certain components of our powertrain and battery, Amazon Alexa for our Virtual Assistant and T-Mobile, Webbing, Appning by FORVIA on our connected …” |
| Partner | T-Mobile (TMUS) | “We have collaborated with cutting-edge technology companies to leverage our existing core competencies, including collaborations with NVIDIA, BlackBerry, Erae AMS, Quanta Computer Inc., and Vector Informatik GmbH, Autobrains on our ADAS, Aptiv, AVL List GmbH and FEV on certain components of our powertrain and battery, Amazon Alexa for our Virtual Assistant and T-Mobile, Webbing, Appning by FORVIA on our connected …” |
Quoted from the company's 20-F filed Apr 30, 2026.
VFS analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $-0.47 | $-0.33 | −$0.15 | $31.36T | 2 |
| Next quarter (ends Dec 2026) | $-0.54 | $-0.38 | −$0.16 | $41.36T | 2 |
| Current fiscal year (ends Dec 2026) | $-1.96 | $-1.53 | −$0.42 | $126.36T | 2 |
| Next fiscal year (ends Dec 2027) | $-1.36 | $-1.02 | −$0.34 | $188.16T | 3 |
VFS options: expected move
Options price a move of about ±18.5% (±$0.60) by Dec 18, 2026, which includes earnings on Dec 2, 2026; the earnings reaction alone is priced at about ±8.4%.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 11 | 65.0% | ±10.0% |
| Dec 18, 2026 | 39 | 68.8% | ±18.5% |
| Jan 15, 2027 | 67 | 72.6% | ±24.7% |
| Mar 19, 2027 | 130 | 62.1% | ±28.5% |
30-day implied volatility 62% vs 48.4% realized over the last 30 trading days. Put/call ratio (volume) 1.4. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of November 9, 2026 at 21:18 UTC)
| Price | USD 3.29 |
|---|---|
| Change | ▲ 1.23% (up) |
| Previous Close | USD 3.25 |
| Open | USD 3.28 |
| Day Range | USD 3.17 – 3.3 |
| 52-Week Range | USD 2.78 – 5.29 |
| Volume | 483,879 shares |
| Market Cap | $7.70B |
| Exchange | NMS |
Technical Analysis (VFS)
Nexqual's technical model rates VFS "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of November 9, 2026 at 21:18 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 55.06 (neutral) |
| vs SMA50 | Above (USD 3.13) |
| MACD | 0.05 (positive) |
Analyst Ratings (VFS)
Wall Street analysts rate VFS "Buy" based on 3 analysts, with a mean price target of USD 5.57 (range USD 4–7.7), per Nexqual as of November 9, 2026 at 21:18 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 3 |
| Mean Target | USD 5.57 |
| High Target | USD 7.7 |
| Low Target | USD 4 |
| Buy / Hold / Sell | 2 / 1 / 0 |
Earnings (VFS)
| Next Earnings Date | 2026-12-02 |
|---|---|
| EPS Estimate | USD -0.48 |
| Revenue Estimate | $31.36T |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.53 vs est -0.37 ▼ miss |
| 2026-03-31 | USD -0.48 vs est -0.29 ▼ miss |
| 2025-12-31 | USD -0.6 vs est -0.36 ▼ miss |
| 2025-09-30 | USD -0.41 vs est -0.29 ▼ miss |
Source: Nexqual, November 9, 2026 at 21:18 UTC.
Financials & Fundamentals (VFS)
| Revenue Growth (latest quarter, YoY) | +82.70% |
|---|---|
| Gross Margin | -61.07% |
| Operating Margin | +0.00% |
| Profit Margin | -81.99% |
| Current Ratio | 0.53 |
Source: Nexqual, November 9, 2026 at 21:18 UTC.
Financial Health Score (VFS)
Nexqual rates VinFast Auto Ltd.'s overall financial health "Mixed" across five dimensions, as of November 9, 2026 at 21:18 UTC.
| Growth | Strong — Revenue +101% YoY (annual) |
|---|---|
| Profitability | Critical — Gross margin -61% (last 12 months) |
| Balance Sheet | Mixed — No data |
| Cash Flow | Mixed — No data |
| Efficiency | Mixed — No data |
Ownership (VFS)
| Insider Ownership | +97.88% |
|---|---|
| Institutional Ownership | +0.17% |
| Shares Outstanding | 2.34B |
| Float | 49.64M |
| Short % of Float | +5.85% |
Source: Nexqual, November 9, 2026 at 21:18 UTC.
Leadership (VFS)
VinFast Auto Ltd. is led by Anh Quan Nhat Pham, CEO & Chairman, per Nexqual as of November 9, 2026 at 21:18 UTC.
| CEO & Chairman | Anh Quan Nhat Pham |
|---|---|
| Founder & Director | Vuong Nhat Pham |
| CFO & Director | Anh Thi Lan Nguyen |
| Vice President of Investor Relations | Amandae Baey |
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| NIO | NIO Inc. | USD 3.41 | ▲ 0.59% |
| XPEV | XPeng Inc. | USD 10.2 | ▼ 0.39% |
| LI | Li Auto Inc. | USD 12.34 | ▼ 1.52% |
| STLA | Stellantis N.V. | USD 4.42 | ▼ 0.23% |
| RIVN | Rivian Automotive, Inc. | USD 14.01 | ▲ 2.94% |
| HMC | Honda Motor Company, Ltd. | USD 35.84 | ▲ 0.17% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: November 9, 2026 at 21:18 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt