Update shared on13 Sep 2025
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.
- The company affirmed full year 2025 net revenue guidance of RMB 9,150 million to RMB 9,350 million, indicating 11% to 13% year-over-year growth.
- VNET raised its 2025 revenue guidance from a previous range of RMB 9,100 million to RMB 9,300 million.
- Announced a share repurchase program of up to $50 million worth of American Depositary Shares, utilizing existing funds, to be conducted over a 12-month period.
- The Board of Directors authorized the buyback plan.
Valuation Changes
Summary of Valuation Changes for VNET Group
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $13.47 to $13.46.
- The Future P/E for VNET Group has significantly fallen from 79.21x to 11.08x.
- The Net Profit Margin for VNET Group remained effectively unchanged, at 3.41%.
Disclaimer
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