VNET Group, Inc.

NasdaqGS:VNET 株式レポート

時価総額：US$2.6b

VNET Group 将来の成長

Future 基準チェック /46

VNET Group利益と収益がそれぞれ年間46.5%と13.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.7% 50.4%なると予測されています。

主要情報

46.5%

収益成長率

50.42%

EPS成長率

IT 収益成長18.0%
収益成長率13.5%
将来の株主資本利益率14.69%
アナリストカバレッジ

Good

最終更新日07 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • May 08

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.
ナラティブ更新 • Apr 23

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).
ナラティブ更新 • Apr 06

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.
ナラティブ更新 • Mar 22

VNET: 2026 Revenue Guidance And Margin Outlook Will Likely Support Fair Value

Analysts have raised their price target for VNET Group to a fair value of $9.37 from $6.51, citing updated assumptions for revenue growth of 15.96%, a profit margin of 8.19%, and a future P/E of 20.37x as the key drivers of the change. What's in the News VNET Group issued earnings guidance for the full year 2026, outlining expected total net revenues in the range of RMB 11.5b to RMB 11.8b (Key Developments).
ナラティブ更新 • Mar 07

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.
ナラティブ更新 • Feb 20

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.
分析記事 • Feb 16

VNET Group, Inc.'s (NASDAQ:VNET) 31% Share Price Surge Not Quite Adding Up

Despite an already strong run, VNET Group, Inc. ( NASDAQ:VNET ) shares have been powering on, with a gain of 31% in the...
ナラティブ更新 • Feb 06

VNET: Higher 2025 Guidance Will Likely Not Justify Rich Earnings Multiple

Analysts have lifted their price target for VNET Group to US$6.51 from US$5.74, reflecting updated assumptions that combine a slightly higher discount rate, lower projected revenue growth, improved profit margins, and a reduced future P/E of about 29x compared with roughly 98x previously. What's in the News VNET Group raised its earnings guidance for the full year 2025, signaling updated expectations for its financial performance.
ナラティブ更新 • Jan 23

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).
ナラティブ更新 • Jan 08

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.
分析記事 • Jan 02

Sentiment Still Eluding VNET Group, Inc. (NASDAQ:VNET)

You may think that with a price-to-sales (or "P/S") ratio of 1.7x VNET Group, Inc. ( NASDAQ:VNET ) is a stock worth...
Seeking Alpha • Dec 30

VNET Group: Increased Selling Of Shares Short Is Worthy Of Attention

Summary Shorts have been steadily upping their bets against VNET Group by multiplying the number of shares sold short as 2025 has gone by. A large increase in shares sold short puts downward pressure on the stock, which comes at a time the stock could be in a vulnerable position in the charts. VNET is spending heavily, which has negatively affected the balance sheet, but this does not have to become a problem if the income statement grows in response. Both long and short VNET have arguments working against them, which is why I am neutral on VNET with a hold rating. Read the full article on Seeking Alpha
ナラティブ更新 • Dec 25

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.
ナラティブ更新 • Dec 11

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).
ナラティブ更新 • Nov 27

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.
ナラティブ更新 • Sep 28

Expanding Data Centers Will Fuel China's Digital Transformation

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.
分析記事 • Sep 18

VNET Group, Inc. (NASDAQ:VNET) Surges 27% Yet Its Low P/S Is No Reason For Excitement

VNET Group, Inc. ( NASDAQ:VNET ) shares have continued their recent momentum with a 27% gain in the last month alone...
ナラティブ更新 • Sep 13

Expanding Data Centers Will Fuel China's Digital Transformation

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.
分析記事 • Jul 03

Improved Revenues Required Before VNET Group, Inc. (NASDAQ:VNET) Stock's 28% Jump Looks Justified

VNET Group, Inc. ( NASDAQ:VNET ) shareholders are no doubt pleased to see that the share price has bounced 28% in the...
分析記事 • Jun 25

VNET Group (NASDAQ:VNET) Seems To Be Using A Lot Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • May 17

Investors Still Aren't Entirely Convinced By VNET Group, Inc.'s (NASDAQ:VNET) Revenues Despite 36% Price Jump

VNET Group, Inc. ( NASDAQ:VNET ) shareholders are no doubt pleased to see that the share price has bounced 36% in the...
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新しいナラティブ • Apr 25

High-Performance Data Centers And AI Demand Will Fuel Success

VNET's substantial order wins in cloud and AI sectors boost revenue potential, while JV structures aim to optimize capital efficiency and margins.
分析記事 • Mar 12

VNET Group, Inc. (NASDAQ:VNET) Stock Rockets 32% But Many Are Still Ignoring The Company

Despite an already strong run, VNET Group, Inc. ( NASDAQ:VNET ) shares have been powering on, with a gain of 32% in the...
Seeking Alpha • Feb 28

VNET Group: REIT Injection And Capex Growth Are The Major Positives

Summary I continue to rate VNET Group as a 'Buy', following an evaluation of its valuations and prospects. The company's forward EV/EBITDA ratio is lower than that of US and Asian peers, indicating the potential for re-rating. Increased capital expenditures by China's tech giants will drive up VNET's EBITDA growth from +11% in FY24 to +22% in FY25. Read the full article on Seeking Alpha
分析記事 • Feb 16

An Intrinsic Calculation For VNET Group, Inc. (NASDAQ:VNET) Suggests It's 31% Undervalued

Key Insights The projected fair value for VNET Group is US$16.62 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 • Jan 20

Returns On Capital Signal Tricky Times Ahead For VNET Group (NASDAQ:VNET)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Dec 04

VNET Group, Inc.'s (NASDAQ:VNET) Shares Leap 26% Yet They're Still Not Telling The Full Story

Despite an already strong run, VNET Group, Inc. ( NASDAQ:VNET ) shares have been powering on, with a gain of 26% in the...
Seeking Alpha • Nov 25

VNET: Riding AI Waves While Retail IDC Anchors The Ship

Summary VNET Group's Q3 2024 results beat expectations, driven by strong wholesale IDC growth from AI demand, despite soft retail IDC performance due to macro challenges. Management increased 2024 guidance for revenue and EBITDA, reflecting confidence in wholesale IDC, but concerns remain about retail IDC's impact on future growth. VNET trades are discounted compared to peers, but risks include competition from modular AI solutions and potential higher capex affecting free cash flow. We remain cautious on VNET's near-term outlook, recommending larger cap alternatives like PDD and Meituan for better investment opportunities in China's data center sector. Read the full article on Seeking Alpha
分析記事 • Nov 20

Is VNET Group (NASDAQ:VNET) Using Debt In A Risky Way?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Oct 11

Market Might Still Lack Some Conviction On VNET Group, Inc. (NASDAQ:VNET) Even After 28% Share Price Boost

VNET Group, Inc. ( NASDAQ:VNET ) shares have continued their recent momentum with a 28% gain in the last month alone...
Seeking Alpha • Aug 28

VNET: Turning Bullish On Results Beat And Favorable Outlook (Rating Upgrade)

Summary VNET Group, Inc.'s actual Q2 2024 revenue and normalized EBITDA turned out to be +3.3% and +5.3% above their respective consensus estimates. The company sees its EBITDA growth accelerating from +8.9% in the prior year to +10.3% for the current year, based on the mid-point of its full-year financial guidance. I have upgraded my rating for VNET Group to a Buy; the stock has the potential to command a higher EV/EBITDA multiple, considering its positive growth prospects. Read the full article on Seeking Alpha
Seeking Alpha • Mar 29

VNET: Still A Hold Considering Guidance And Debt Maturity

Summary VNET's full-year FY 2023 EBITDA was largely in line with the company's previous financial guidnace. Refinancing risk for VNET is limited, but it could be difficult for the company to achieve above-expectations EBITDA this year. A Hold rating for VNET Is maintained, after I have evaluated its results, guidance, and debt maturity schedule. Read the full article on Seeking Alpha

業績と収益の成長予測

NasdaqGS:VNET - アナリストの将来予測と過去の財務データ ( )CNY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202816,444944-4,4384,3709
12/31/202714,050554-6,3913,71413
12/31/202611,736252-7,8142,84412
12/31/20259,949-257-5,9491,919N/A
9/30/20259,509-583-2,7031,433N/A
6/30/20259,04842-1,8081,690N/A
3/31/20258,607118-4,0101,934N/A
12/31/20248,259168-3,1232,005N/A
9/30/20247,911-2,248-2,3942,164N/A
6/30/20247,677-2,617-2,2041,858N/A
3/31/20247,505-2,913-1,5851,876N/A
12/31/20237,413-2,644-9972,063N/A
9/30/20237,395-265-1,2041,740N/A
6/30/20237,322-640-6661,893N/A
3/31/20237,226-784-2832,413N/A
12/31/20227,065-776-6602,440N/A
9/30/20226,930-745-4232,697N/A
6/30/20226,676-163-9742,224N/A
3/31/20226,448670-1,5631,596N/A
12/31/20216,190494-1,4381,388N/A
9/30/20215,793-511-1,6131,008N/A
6/30/20215,478-570-1,6751,083N/A
3/31/20215,125-3,149-1,810930N/A
12/31/20204,829-3,203-1,780714N/A
9/30/20204,529-2,181-1,331875N/A
6/30/20204,264-2,348-936864N/A
3/31/20204,008-327-769829N/A
12/31/20193,789-182-497803N/A
9/30/20193,643-280N/A595N/A
6/30/20193,532-240N/A657N/A
3/31/20193,472-232N/A642N/A
12/31/20183,401-205N/A705N/A
9/30/20183,265566N/A657N/A
6/30/20183,281-779N/A494N/A
3/31/20183,331-782N/A537N/A
12/31/20173,393-915N/A487N/A
9/30/20173,528-2,042N/A403N/A
6/30/20173,610-801N/A179N/A
3/31/20173,642-801N/A148N/A
12/31/20163,642-844N/A58N/A
9/30/20163,725-490N/A102N/A
6/30/20163,681-418N/A223N/A
3/31/20163,637-466N/A87N/A
12/31/20153,634-420N/A217N/A
9/30/20153,505-486N/AN/AN/A
6/30/20153,359-384N/AN/AN/A

アナリストによる今後の成長予測

収入対貯蓄率: VNETは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: VNET今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: VNET今後 3 年以内に収益を上げることが予想されます。

収益対市場: VNETの収益 ( 13.5% ) US市場 ( 11.6% ) よりも速いペースで成長すると予測されています。

高い収益成長: VNETの収益 ( 13.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: VNETの 自己資本利益率 は、3年後には低くなると予測されています ( 14.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/12 06:26
終値2026/05/12 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

VNET Group, Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31

アナリスト機関
James RatcliffeBarclays
Huiqun LiBofA Global Research
Eric ChuCanaccord Genuity