Why VinFast Auto (VFS) Is Up 24.1% After Launching Its VF 9 Flagship Three-Row EV

VinFast recently launched the VF 9, a fully electric three-row SUV combining long-range capability, premium comfort features, and extensive warranties, while also reporting very large quarter-over-quarter growth in EV deliveries. By pairing a family-sized flagship EV with a 10‑year vehicle and battery warranty and integrated charging app, VinFast is directly tackling common concerns around space, reliability, and everyday usability for new EV buyers. Next, we’ll examine how the VF 9’s long-range, three-row configuration and ownership support could influence VinFast’s existing investment narrative.

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VinFast Auto Investment Narrative Recap

To own VinFast, you need to believe it can turn rapid EV delivery growth into a sustainable global business despite steep losses and tight liquidity. The VF 9 launch supports the near term catalyst of higher volumes and pricing power in larger models, but it does not materially change the key risk around heavy cash burn, negative gross margins, and reliance on external funding to support expansion.

Among recent developments, BTIG’s decision to reiterate its Neutral rating after Q4 2025, even as EV deliveries rose 172% quarter over quarter and 2026 guidance stayed at 300,000 units, is especially relevant. It underscores how volume momentum from models like the VF 9 still sits against ongoing net losses and a limited cash runway, keeping the debate focused on whether scale can realistically close VinFast’s profitability and funding gap.

Yet behind the appeal of a premium three row EV with long warranties, investors should also be aware of how VinFast’s cash burn and funding needs could...

Read the full narrative on VinFast Auto (it's free!)

VinFast Auto's narrative projects ₫239006.9 billion revenue and ₫6414.4 billion earnings by 2029. This requires 38.3% yearly revenue growth and an earnings increase of about ₫103456.3 billion from -₫97041.9 billion today.

Uncover how VinFast Auto's forecasts yield a $6.38 fair value, a 77% upside to its current price.

Exploring Other PerspectivesVFS 1-Year Stock Price Chart

Some of the most optimistic analysts were already assuming about 41 percent annual revenue growth and a sharp margin rebound by 2028, so if you are weighing those forecasts against today’s VF 9 launch and the execution risks around global expansion, it is worth recognizing how much more upbeat that view is and exploring how differently others see VinFast’s path from here.

Explore 5 other fair value estimates on VinFast Auto - why the stock might be a potential multi-bagger!

Story Continues

Reach Your Own Conclusion

Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

A great starting point for your VinFast Auto research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision. Our free VinFast Auto research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate VinFast Auto's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include VFS.

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