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    Will Record Vietnam EV Deliveries and U.S. CPO Launch Change VinFast Auto's (VFS) Narrative?

    Simply Wall St·07/19/2026 09:24:06
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    • VinFast Auto recently reported that it delivered 17,955 electric vehicles in Vietnam in June 2026, bringing year‑to‑date domestic deliveries to 115,916 units, the first time any automaker has exceeded 100,000 vehicles in the first half of a calendar year in the country.
    • Away from its home market, VinFast also launched a Certified Pre‑Owned program for its VF 8 and VF 9 SUVs across nine U.S. states, pairing rigorous vehicle inspections with up to 10 years of transferable warranty coverage to support consumer confidence in pre‑owned EVs.
    • Next, we’ll assess how surging first‑half Vietnam deliveries reshape VinFast’s existing investment narrative around growth, margins, and international expansion.

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    VinFast Auto Investment Narrative Recap

    To own VinFast, I think you have to believe its Vietnam scale can eventually support a path to better margins while overseas markets slowly catch up. The June 2026 milestone of 115,916 domestic EV deliveries is impressive but does not, on its own, resolve the key short term concern around high cash burn and a limited cash runway, nor does it eliminate uncertainty around international demand.

    Among the recent updates, the U.S. Certified Pre Owned program for VF 8 and VF 9 looks most relevant here. It complements the domestic delivery surge by broadening VinFast’s addressable customer base in a major market, potentially supporting the shift to a dealer led model and helping test real retail appetite for its SUVs outside Vietnam, both important for any future margin improvement story.

    But despite these promising signs, investors should be aware that VinFast’s heavy cash burn and dependence on external support could still...

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

    VinFast Auto’s narrative projects ₫231,973.7 billion revenue and ₫5,304.7 billion earnings by 2029. This requires 33.7% yearly revenue growth and an earnings increase of about ₫115,077.5 billion from -₫109,772.8 billion today.

    Uncover how VinFast Auto's forecasts yield a $6.05 fair value, a 92% upside to its current price.

    Exploring Other Perspectives

    VFS 1-Year Stock Price Chart
    VFS 1-Year Stock Price Chart

    While consensus focuses on volume growth and ecosystem build out, the most bearish analysts were already assuming very strong 47.3% annual revenue growth and a jump to ₫10,573.5 billion in earnings, yet still see greater execution and funding risks than the recent delivery news might suggest.

    Explore 4 other fair value estimates on VinFast Auto - why the stock might be worth less than half the current price!

    The Verdict Is Yours

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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.