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VinFast Auto (VFS) Ramps Up Production Capacity to Accelerate Deliveries Amid Robotaxi Focus

VinFast Auto Ltd. (NASDAQ:VFS) is one of the single-digit stocks with double-digit growth potential. On March 23, Cantor Fitzgerald reiterated an Overweight rating on VinFast Auto Ltd (NASDAQ:VFS), impressed by the company’s 2026 vehicle delivery target. In 2025, the company delivered 197,000 vehicles, more than double its 2024 total.

The company plans to deliver 300,000 units in 2026, above the Visible Alpha consensus estimate of 212,767. The delivery would be made possible on the company’s production capacity, reaching about 600,000 across the upcoming facilities. In addition, it plans to expand its footprint into the robotaxi and humanoid business over the next few years.

Last year, VinFast Auto was the leading original vehicle manufacturer in Vietnam, second in the Philippines, third in Indonesia, and fourth in India among battery-electric vehicle brands. The company plans to double its dealer footprint in India and expand in Indonesia and the Philippines. It is also increasing the presence of electric two-wheelers in various Asian countries.

VinFast Auto Ltd. (NASDAQ:VFS) is a Vietnamese automotive manufacturer specializing in the design and production of electric vehicles (EVs), including SUVs, e-scooters, and e-bikes. It transitioned to an all-electric lineup in 2022, focusing on global expansion, smart manufacturing, and the development of EV charging infrastructure in markets such as the US and India.

While we acknowledge the risk and potential of VFS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than VFS and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 9 Most Undervalued Growth Stocks to Buy According to Analysts and 8 Best Defense Contractor Stocks to Buy Right Now.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

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