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VFVFS

VinFast Auto Ltd.

$VFS·$7.4B·Auto - Manufacturers·Consumer Cyclical
$3.17+1.1%YTD-4.3%1Y-3.4%
Price updated 12m ago·X counts updated 2d ago
VFVFS
$VFSVinFast Auto Ltd.
$3.18+1.11%9 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $VFS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

9X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $VFS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Broken storySelling offAI verdict · as of 2026-09-29

Falling on heavy selling — points lower unless it turns around.

VinFast Auto: -4% YTD at 14% of 52w range — Q1 revenue +42% YoY but Q2 EPS in-line at -$0.26 — Chairman Vuong transitions leadership.

VinFast Auto is the Vietnamese EV manufacturer at $3.14 with $7.4B market cap. -4% YTD, -3% TTM at 14% of 52w range. Q1 revenue $23T VND +42% YoY. Q2 EPS -$0.26 in-line (0% surprise). Chairman Pham Nhat Vuong plus Pham Thu Huong transitioning leadership roles at VinFast and GSM Sept 26; Vuong J-Other 500M shares transaction.

The tension in one line:

  • Revenue growing but losses widening: Q1 revenue +42% YoY but 2027 analyst EPS -₫26,715 (deeply negative in VND); PS 1.9x TTM reflects the growth narrative.
  • Beat cadence recovering: Q2 EPS 0% (in-line), Q1 -55%, Q4 2025 -82%, Q3 -43% — Q2 is the first positive break in over a year; 2028 analyst EPS -₫21,561 continues losses.
  • Leadership transition: Chairman Vuong + Pham Thu Huong transitioning roles Sept 26 with 500M J-Other share transaction — significant governance/ownership event.

The bull path is next scheduled earnings confirming revenue growth continues +40%+ plus specific US-market/Canada expansion traction. The bear path is another Q3 EPS miss plus leadership-transition disruption. 2027 VF 8 US sales launch adds specific product-catalyst.

What to watch: Next scheduled earnings — revenue trajectory vs Q1's +42%, US/Canada market traction, and leadership-transition commentary. 2027 VF 8 US launch sales metrics. Vuong 500M J-Other share transaction implications.

management transitionstructural losses

Read the AI verdict on $VFS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Vietnamese EV maker producing electric cars, e-scooters, and e-buses with manufacturing in Vietnam and expansion into North America.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Manufacturers sits in its cycle right now — and what that implies for $VFS.

Auto - Manufacturers · Consumer Cyclical

No material change from last week — Tesla remains the autonomous and robotaxi thesis vehicle while legacy OEMs navigate tariff cost structures and margin-dilutive EV transitions.

What this means for $VFS

Neutral — Vietnamese EV maker producing electric cars, e-scooters, and e-buses with manufacturing in Vietnam and expansion into North America.

Industry benchmark

14-name peer basket
-26.9%YTD
-31.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-173%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-84.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-36.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
61.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
-51.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
-0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 18, 2026$-0.26$-0.260.0%
Q1 2026Jun 8, 2026$-0.48$-0.31-54.8%
Q4 2025Mar 16, 2026$-0.60$-0.33-81.8%
Q3 2025Nov 21, 2025$-0.41$-0.29-42.6%

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$23.11T+41.7%-73.6%-98.9%$-12106.28$-18.33T
Q4 FY25$39.41T+138.9%-39.9%-73.7%$-15005.00$-14.04T
Q3 FY25$18.10T+46.8%-56.2%-96.1%$-10239.00$-17.77T
Q2 FY25$16.61T+91.6%-41.1%-79.0%$-8686.00$-16.90T

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$144.51T$140.39T – $148.63T-$40282.41-$50283.56 – -$33337.174
FY27$200.94T$188.57T – $213.32T-$26714.70-$29143.31 – -$23746.404
FY28$233.46T$204.16T – $278.67T-$21561.08-$26988.82 – -$18043.581
FY29$249.81T$218.46T – $298.18T-$15776.40-$19747.92 – -$13202.621
FY30$297.64T$260.29T – $355.28T-$14198.76-$17773.13 – -$11882.361

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.14%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 49.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.925-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 4 other (4 others) in window

See when $VFS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3/ANew insider — initial holdingsApr 63/A
+ 20 other (18 6-Ks · 1 SD · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

VinFast Helps Bring New-Car Confidence to Canada's Used EV Marketbusinesswire.com·4d agoVINFAST BEGINS SALES OF THE 2027 VF 8 IN THE U.S. MARKET, FEATURING ENHANCED SAFETY AND ADVANCED DRIVER-ASSISTANCE TECHNOLOGIESprnewswire.com·8d agoVINFAST EXPANDS DEALERSHIP NETWORK, REINFORCING LONG-TERM COMMITMENT TO THE U.S. MARKETprnewswire.com·12d agoVinFast Certified Pre-Owned Program Delivers Exceptional Financing Value with APRs Starting at 2.99%prnewswire.com·15d agoPHAM NHAT VUONG AND PHAM THU HUONG TRANSITION LEADERSHIP ROLES AT VINFAST AND GSMgurufocus.com·17d ago

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Voices on X · last 7 days

No standout posts about $VFS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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