Chinese Data Center Buildout Will Suffer Under Mounting Pressures

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

23 Aug 25

Updated

22 Mar 26

Views

36

22 Mar

US$9.93

AnalystLowTarget's Fair Value

US$9.37

6.0% overvalued

1Y

64.1%

7D

-5.0%

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1Y

64.1%

7D

-5.0%

You can edit this narrative until Mar 23 6:05 PM. Then, changes will post as Updates.

Author's Valuation

US$9.376.0% overvalued

AnalystLowTarget Fair Value

Shared on 22 Mar 26

Fair value Increased 44%

VNET: 2026 Revenue Guidance And Margin Outlook Will Likely Support Fair Value

Analysts have raised their price target for VNET Group to a fair value of $9.37 from $6.51, citing updated assumptions for revenue growth of 15.96%, a profit margin of 8.19%, and a future P/E of 20.37x as the key drivers of the change. What's in the News VNET Group issued earnings guidance for the full year 2026, outlining expected total net revenues in the range of RMB 11.5b to RMB 11.8b (Key Developments).

2 views

Shared on 06 Feb 26

Fair value Increased 13%

VNET: Higher 2025 Guidance Will Likely Not Justify Rich Earnings Multiple

Analysts have lifted their price target for VNET Group to US$6.51 from US$5.74, reflecting updated assumptions that combine a slightly higher discount rate, lower projected revenue growth, improved profit margins, and a reduced future P/E of about 29x compared with roughly 98x previously. What's in the News VNET Group raised its earnings guidance for the full year 2025, signaling updated expectations for its financial performance.

2 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$9.37

6.0% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

13.51%

Historical revenue growth rate

11.83%

IT revenue growth rate

0.72%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

13.82%

Calculation

CN¥1.27b

Earnings '29

x

20.37x

PE Ratio '29

=

CN¥25.88b

Market Cap '29

CN¥25.88b

Market Cap '29

/

273.15m

No. shares '29

=

CN¥94.74

Share Price '29

CN¥94.74 Share Price '29

Discounted to 2026 @ 13.69% p.a.

=

CN¥64.47

Fair Value '26

CN¥64.47 Fair Value '26

Converted to USD @ 0.1452 CNY/USD Exchange Rate

=

US$9.36

Fair Value '26