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.

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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.

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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.

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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: 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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