Shared on 04 Jun 26

Fair value Decreased 1.17%

VNET: CATL Stake And Wholesale IDC Orders Will Drive Future Upside

A major new shareholder tied to CATL is set to take a big stake in VNET, and the company is signing large wholesale data center deals that could make future growth easier to plan. But some analysts warn that turning these early agreements into on-time, profitable projects is still the key thing to watch.

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Shared on 08 May 26

Fair value Increased 0.42%

VNET: 2026 Guidance And Equity Raise Will Drive Future Upside Potential

Analysts have modestly adjusted their price target on VNET Group to $15.75 from $15.68. This reflects updated assumptions around discount rate, revenue growth, profit margins, future P/E, and recent Street research, including the stock being removed from a regional conviction list.

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Shared on 23 Apr 26

Fair value Increased 0.89%

VNET: 2026 Guidance And Equity Raise Will Support Future Expansion

Analysts have nudged their price target on VNET Group higher to $15.68 from $15.54, reflecting updated views on fair value and a revised future P/E assumption of 85.93x, while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News VNET Group plans a follow on equity offering of approximately US$137.7 million in American Depositary Shares, with 81,000,000 securities offered at a price of US$1.70 under Regulation S (Key Developments).

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Shared on 06 Apr 26

Fair value Increased 4.15%

VNET: 2026 Revenue Guidance Will Support Future Data Center Expansion

Analysts have raised their price target on VNET Group from about $14.92 to roughly $15.54, citing updated assumptions for revenue growth, profit margins, and future P/E levels. What's in the News VNET Group issued earnings guidance for full year 2026, giving investors a clearer view of management expectations for the business.

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Shared on 07 Mar 26

Fair value Decreased 2.54%

VNET: Private REIT Project Will Support Future Data Center Expansion

Analysts have trimmed their price target for VNET Group to about $14.92 from roughly $15.31, reflecting updated assumptions around discount rates, profit margins, and future P/E levels. Valuation Changes Fair Value: Trimmed slightly from $15.31 to $14.92 per share, reflecting updated model inputs.

2 views

Shared on 20 Feb 26

Fair value Increased 1.63%

VNET: Private REIT Project Will Drive Future Data Center Expansion

Analysts have nudged their price target for VNET Group higher to $15.31 from $15.07. This reflects updated assumptions around discount rates, long term growth, margins and future P/E multiples.

4 views

Shared on 23 Jan 26

Fair value Increased 2.24%

VNET: Private REIT Project Will Support Future Data Center Expansion

Analysts have nudged their price target on VNET Group higher, lifting fair value from about US$14.74 to roughly US$15.07, citing updated assumptions for revenue growth, profit margins and future P/E levels. What's in the News VNET Group raised its full year 2025 earnings guidance, with total net revenues now expected in the range of RMB 9,550m to RMB 9,867m, described as representing 16% to 19% year over year growth (Key Developments).

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Shared on 08 Jan 26

VNET: Private REIT And Raised Guidance Will Support Future Data Center Expansion

Analysts have kept their price target for VNET Group broadly unchanged at about US$14.74. This reflects only very small tweaks to long term margin and future P/E assumptions rather than a shift in their overall view.

8 views

Shared on 25 Dec 25

Fair value Increased 0.32%

VNET: Private REIT Will Fund Expansion And Strengthen Future Data Center Position

Analysts have nudged their price target on VNET Group slightly higher, now implying a fair value of approximately 14.74 dollars versus 14.69 dollars previously. They cite modestly stronger expectations for revenue growth, profitability, and a marginally lower future price to earnings multiple.

7 views

Shared on 11 Dec 25

Fair value Increased 1.68%

VNET: Private REIT Capital Recycling Will Support Future AI Data Center Expansion

Analysts have inched their fair value target for VNET Group higher, from approximately $14.45 to about $14.69 per share, citing slightly stronger revenue growth expectations that more than offset a modest trim to projected profit margins and a higher future earnings multiple. What's in the News Raised full year 2025 earnings guidance, now targeting total net revenues of RMB 9,550 million to RMB 9,867 million, implying 16% to 19% year over year growth (company guidance).

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Shared on 27 Nov 25

Fair value Increased 2.56%

VNET: Improved Profit Margins Will Fuel Confidence After Major AI Data Center Deal

Analysts have updated their price target for VNET Group, raising it from $14.09 to $14.45. They cited improved profit margin expectations, even though projected revenue growth is slightly lower.

3 views

Shared on 28 Sep 25

Fair value Increased 4.67%

VNET Group's analyst price target has increased despite a notable decline in net profit margin, as investors focus on a higher future P/E ratio, reflecting improved sentiment and raising the consensus fair value from $13.46 to $14.09. What's in the News VNET Group secured a 40MW wholesale order from a leading internet company for its new Gu'an IDC Campus near Beijing, targeting AI and high-tech sector demand.

9 views

Shared on 13 Sep 25

Fair value Decreased 0.12%

VNET Group’s sharply lower future P/E ratio suggests a substantial improvement in expected earnings growth, while stable net profit margins and an effectively unchanged analyst price target at $13.46 indicate steady fair value expectations. What's in the News VNET Group secured a 40MW wholesale order from a leading internet company for its Gu'an IDC Campus in the Greater Beijing Area, enhancing its position in AI-driven and high-tech sectors.

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Shared on 01 May 25

Fair value Increased 12%

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Expanding Data Centers Will Fuel China's Digital Transformation

VNET: CATL Stake And Wholesale IDC Orders Will Drive Future Upside

VNET: 2026 Guidance And Equity Raise Will Drive Future Upside Potential

VNET: 2026 Guidance And Equity Raise Will Support Future Expansion

VNET: 2026 Revenue Guidance Will Support Future Data Center Expansion

VNET: Private REIT Project Will Support Future Data Center Expansion

VNET: Private REIT Project Will Drive Future Data Center Expansion

VNET: Private REIT Project Will Support Future Data Center Expansion

VNET: Private REIT And Raised Guidance Will Support Future Data Center Expansion

VNET: Private REIT Will Fund Expansion And Strengthen Future Data Center Position

VNET: Private REIT Capital Recycling Will Support Future AI Data Center Expansion

VNET: Improved Profit Margins Will Fuel Confidence After Major AI Data Center Deal

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