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NasdaqGS:VNET Community

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AnalystConsensusTarget

AnalystConsensusTarget

Consensus Narrative from 13 Analysts

High-Performance Data Centers And AI Demand Will Fuel Success

Key Takeaways VNET's substantial order wins in cloud and AI sectors boost revenue potential, while JV structures aim to optimize capital efficiency and margins. AI-driven demand sustains high-performance data center growth, with supply shortages in Tier 1 cities potentially enhancing pricing and net margins.

US$12.79

FV

38.9% undervalued

17.16%

Revenue growth p.a.

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13 days ago