Update shared on28 Sep 2025
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.
- The Gu'an IDC Campus’s strategic location in the Greater Beijing Area positions VNET to address overflow computing needs from major internet firms, supporting regional digital infrastructure growth.
- The company affirmed its full-year 2025 total net revenue guidance of RMB 9,150 million to RMB 9,350 million, representing 11% to 13% year-over-year growth.
Valuation Changes
Summary of Valuation Changes for VNET Group
- The Consensus Analyst Price Target has risen slightly from $13.46 to $14.09.
- The Future P/E for VNET Group has significantly risen from 11.08x to 13.69x.
- The Net Profit Margin for VNET Group has significantly fallen from 3.41% to 2.80%.
Disclaimer
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