Projected 12-Month Target for ONEQ by Analysts
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 10 2025
0mins
Should l Buy VFS?
Source: NASDAQ.COM
ETF Analyst Target Price: The Fidelity Nasdaq Composite Index ETF (ONEQ) has an implied analyst target price of $99.44, indicating a potential upside of 9.80% from its current trading price of $90.56.
Notable Holdings with Upside: Key underlying holdings of ONEQ, such as VinFast Auto Ltd (VFS), Qfin Holdings Inc (QFIN), and Sophia Genetics SA (SOPH), show significant upside potential, with target prices suggesting increases of 77.84%, 76.34%, and 53.51% respectively from their recent trading prices.
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Analyst Views on VFS
Wall Street analysts forecast VFS stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 2.980
Low
5.50
Averages
5.83
High
6.00
Current: 2.980
Low
5.50
Averages
5.83
High
6.00
About VFS
VinFast Auto Ltd is a full-scale mobility platform focused on designing and manufacturing electric vehicles (EVs), e-scooters and e-buses. Its segments include Car, E-scooter and Ebus. The Car segment includes the design, development, manufacturing and sales of cars and related battery lease and battery charging services for cars. The E-scooter segment includes the design, development, manufacturing and sales of e-scooters and related battery lease and battery charging services for e-scooters. The Ebus segment includes the design, development, manufacturing and sales of Ebus. Its EV models include the VF 3, VF e34, VF 8, VF 9, VF 5, VF 6, VF 7, the Green series, which includes Minio Green, Herio Green, Nerio Green, Limo Green, and VF Wild. It offers two trims of the VF 8 model in North America, Europe, Vietnam and the Middle East, the Eco and Plus. The Eco trim offers a longer driving range. The Plus trim offers high horsepower and luxury features, including a power-assisted tailgate.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
VinFast Reports Record Deliveries and Strategic Focus for 2025
- Record Deliveries: VinFast delivered nearly 197,000 electric vehicles globally in 2025, more than doubling its 2024 total, with over 86,000 units delivered in Q4 alone, marking the company's strongest quarterly performance and indicating robust growth potential in the EV market.
- Significant Revenue Growth: The company's revenue more than doubled year-over-year to approximately $3.6 billion, driven by increased production capacity, expanded model offerings, and meaningful contributions from international markets, particularly as overseas deliveries accounted for 18% of total deliveries in Q4, reflecting the effectiveness of its international strategy.
- Capacity Expansion: With new facilities in India and Indonesia, VinFast's annual production capacity reached 600,000 vehicles, enabling market expansion without requiring new investments at each stage, thereby enhancing its competitive edge and sustainability in the market.
- Strategic Shift and Optimization: VinFast has clarified its product structure with the VF lineup for passenger vehicles, the Green brand for commercial applications, and the Lac Hong ultra-luxury segment, focusing on scale and unit cost optimization to achieve profitability, showcasing its long-term growth potential in the electric vehicle industry.
See More
Analysis of Electric Vehicle Market Dynamics
- Rivian Business Progress: Rivian reversed a $1.2 billion gross profit loss in 2025, achieving its first full-year gross profit and launching the R2 model to tap into a broader market, although profitability challenges remain.
- Lucid Production Acceleration: Lucid has successfully launched the Gravity SUV despite production hurdles, achieving eight consecutive quarters of record deliveries, indicating gradual improvement in its market position.
- VinFast Financial Struggles: VinFast's fourth-quarter net loss widened by 15% year-over-year to $1.3 billion, with a net loss exceeding $3 billion in 2024, totaling approximately $11 billion in losses since 2021, highlighting the high risks of its expansion strategy.
- International Expansion Challenges: Despite aggressive international expansion, VinFast's North Carolina factory construction is delayed due to rising costs, now expected to begin operations in 2028, with a likely smaller scale than initially planned, increasing investment uncertainty.
See More
Investment Risks and Opportunities in the EV Market
- EV Sales Growth: Global electric vehicle sales are projected to grow at a 25% annual rate through 2030, presenting a long-term growth opportunity for investors despite market volatility and policy changes posing risks.
- Rivian's Profit Turnaround: Rivian achieved its first full-year gross profit in 2025, reversing a prior $1.2 billion loss, and is launching its R2 model to tap into a broader market, demonstrating its efforts in brand building and scaling.
- Lucid's Production Progress: Although Lucid lags behind Rivian in production speed, it has posted eight consecutive quarters of record deliveries, indicating significant progress in overcoming production hurdles and potential for increased market share.
- VinFast's Expansion Challenges: Despite VinFast's aggressive international expansion leading to a $3 billion net loss in 2024 and approximately $11 billion in total losses since 2021, its unit economics are improving with R&D expenses at 7% of revenue, indicating some potential for future growth.
See More
VinFast VF 8: A New Experience in Smart Driving
- Smart Driving Modes: The VinFast VF 8 features smart driving options like Pet Mode and Camp Mode, where Pet Mode keeps the air conditioning running even when locked, enhancing convenience for owners and comfort for pets, reflecting VinFast's customer-centric design philosophy.
- Record Sales Performance: In December 2023, VinFast achieved a record monthly sales figure in Vietnam, delivering 27,649 electric vehicles, solidifying its position as the best-selling car brand in the country and showcasing its strong growth potential in the EV market.
- Advanced Safety Features: The VF 8 is equipped with a comprehensive suite of advanced driver assistance systems and 11 strategically placed airbags, including dual-stage front and side airbags, ensuring passenger safety and demonstrating VinFast's commitment to product quality and consumer responsibility.
- Industry-Leading Warranty: The VF 8 offers a 10-year or 200,000-kilometer vehicle warranty and a 10-year unlimited mileage battery warranty, surpassing many competitors' coverage, further enhancing consumer trust and loyalty towards the brand.
See More
VinFast Q4 Earnings Beat Expectations Despite Loss
- Earnings Performance: VinFast reported a Q4 GAAP EPS of -$0.60, missing expectations by $0.24, yet achieved revenue of $1.57 billion, a 138.9% year-over-year increase, exceeding estimates by $440 million, indicating strong revenue growth.
- Sales Surge: Vehicle sales reached VND 37,915.4 billion (approximately $1.51 billion) in Q4, representing a 145.5% increase from Q4 2024 and a 127.1% increase from Q3 2025, demonstrating robust market demand.
- Market Expansion: The revenue growth was primarily driven by increased contributions from Vietnam and the expansion into new overseas markets such as India, Indonesia, and the Philippines, showcasing the effectiveness of VinFast's international strategy.
- Stock Reaction: Despite the strong revenue and sales growth, VinFast's shares fell by 2%, reflecting market concerns over cash burn that overshadowed the positive impact of delivery growth.
See More
VinFast Reports $1.401 Billion Loss in Q4
- Financial Performance: VinFast reported a net loss of $1.401 billion in Q4, translating to a loss of $0.60 per share, which is a significant increase from last year's loss of $1.218 billion or $0.52 per share, indicating severe challenges in profitability.
- Increased Operating Loss: The operating loss rose to $1.156 billion from $949 million last year, reflecting deficiencies in cost control and operational efficiency, which could undermine future investor confidence.
- Revenue Growth: Despite the escalating losses, VinFast's total revenue surged from $657 million last year to $1.569 billion, suggesting strong sales performance in the electric vehicle market that may lay the groundwork for future profitability.
- Surge in Deliveries: The company delivered 86,557 electric vehicles in Q4, representing a 127% quarter-over-quarter increase and a 63% year-over-year increase, indicating a robust recovery in market demand that could drive future growth.
See More
VinFast Reports Record Deliveries and Strategic Focus for 2025
- Record Deliveries: VinFast delivered nearly 197,000 electric vehicles globally in 2025, more than doubling its 2024 total, with over 86,000 units delivered in Q4 alone, marking the company's strongest quarterly performance and indicating robust growth potential in the EV market.
- Significant Revenue Growth: The company's revenue more than doubled year-over-year to approximately $3.6 billion, driven by increased production capacity, expanded model offerings, and meaningful contributions from international markets, particularly as overseas deliveries accounted for 18% of total deliveries in Q4, reflecting the effectiveness of its international strategy.
- Capacity Expansion: With new facilities in India and Indonesia, VinFast's annual production capacity reached 600,000 vehicles, enabling market expansion without requiring new investments at each stage, thereby enhancing its competitive edge and sustainability in the market.
- Strategic Shift and Optimization: VinFast has clarified its product structure with the VF lineup for passenger vehicles, the Green brand for commercial applications, and the Lac Hong ultra-luxury segment, focusing on scale and unit cost optimization to achieve profitability, showcasing its long-term growth potential in the electric vehicle industry.
See More
Analysis of Electric Vehicle Market Dynamics
- Rivian Business Progress: Rivian reversed a $1.2 billion gross profit loss in 2025, achieving its first full-year gross profit and launching the R2 model to tap into a broader market, although profitability challenges remain.
- Lucid Production Acceleration: Lucid has successfully launched the Gravity SUV despite production hurdles, achieving eight consecutive quarters of record deliveries, indicating gradual improvement in its market position.
- VinFast Financial Struggles: VinFast's fourth-quarter net loss widened by 15% year-over-year to $1.3 billion, with a net loss exceeding $3 billion in 2024, totaling approximately $11 billion in losses since 2021, highlighting the high risks of its expansion strategy.
- International Expansion Challenges: Despite aggressive international expansion, VinFast's North Carolina factory construction is delayed due to rising costs, now expected to begin operations in 2028, with a likely smaller scale than initially planned, increasing investment uncertainty.
See More
Investment Risks and Opportunities in the EV Market
- EV Sales Growth: Global electric vehicle sales are projected to grow at a 25% annual rate through 2030, presenting a long-term growth opportunity for investors despite market volatility and policy changes posing risks.
- Rivian's Profit Turnaround: Rivian achieved its first full-year gross profit in 2025, reversing a prior $1.2 billion loss, and is launching its R2 model to tap into a broader market, demonstrating its efforts in brand building and scaling.
- Lucid's Production Progress: Although Lucid lags behind Rivian in production speed, it has posted eight consecutive quarters of record deliveries, indicating significant progress in overcoming production hurdles and potential for increased market share.
- VinFast's Expansion Challenges: Despite VinFast's aggressive international expansion leading to a $3 billion net loss in 2024 and approximately $11 billion in total losses since 2021, its unit economics are improving with R&D expenses at 7% of revenue, indicating some potential for future growth.
See More
VinFast VF 8: A New Experience in Smart Driving
- Smart Driving Modes: The VinFast VF 8 features smart driving options like Pet Mode and Camp Mode, where Pet Mode keeps the air conditioning running even when locked, enhancing convenience for owners and comfort for pets, reflecting VinFast's customer-centric design philosophy.
- Record Sales Performance: In December 2023, VinFast achieved a record monthly sales figure in Vietnam, delivering 27,649 electric vehicles, solidifying its position as the best-selling car brand in the country and showcasing its strong growth potential in the EV market.
- Advanced Safety Features: The VF 8 is equipped with a comprehensive suite of advanced driver assistance systems and 11 strategically placed airbags, including dual-stage front and side airbags, ensuring passenger safety and demonstrating VinFast's commitment to product quality and consumer responsibility.
- Industry-Leading Warranty: The VF 8 offers a 10-year or 200,000-kilometer vehicle warranty and a 10-year unlimited mileage battery warranty, surpassing many competitors' coverage, further enhancing consumer trust and loyalty towards the brand.
See More
VinFast Q4 Earnings Beat Expectations Despite Loss
- Earnings Performance: VinFast reported a Q4 GAAP EPS of -$0.60, missing expectations by $0.24, yet achieved revenue of $1.57 billion, a 138.9% year-over-year increase, exceeding estimates by $440 million, indicating strong revenue growth.
- Sales Surge: Vehicle sales reached VND 37,915.4 billion (approximately $1.51 billion) in Q4, representing a 145.5% increase from Q4 2024 and a 127.1% increase from Q3 2025, demonstrating robust market demand.
- Market Expansion: The revenue growth was primarily driven by increased contributions from Vietnam and the expansion into new overseas markets such as India, Indonesia, and the Philippines, showcasing the effectiveness of VinFast's international strategy.
- Stock Reaction: Despite the strong revenue and sales growth, VinFast's shares fell by 2%, reflecting market concerns over cash burn that overshadowed the positive impact of delivery growth.
See More
VinFast Reports $1.401 Billion Loss in Q4
- Financial Performance: VinFast reported a net loss of $1.401 billion in Q4, translating to a loss of $0.60 per share, which is a significant increase from last year's loss of $1.218 billion or $0.52 per share, indicating severe challenges in profitability.
- Increased Operating Loss: The operating loss rose to $1.156 billion from $949 million last year, reflecting deficiencies in cost control and operational efficiency, which could undermine future investor confidence.
- Revenue Growth: Despite the escalating losses, VinFast's total revenue surged from $657 million last year to $1.569 billion, suggesting strong sales performance in the electric vehicle market that may lay the groundwork for future profitability.
- Surge in Deliveries: The company delivered 86,557 electric vehicles in Q4, representing a 127% quarter-over-quarter increase and a 63% year-over-year increase, indicating a robust recovery in market demand that could drive future growth.
See More
