VNET Group (VNET) 주식 개요
는 중국에서 데이터 센터 호스팅 및 관련 서비스를 제공하는 투자 지주 회사입니다. 자세히 보기
VNET Community Fair Values
Create NarrativeSee what 27 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
VNET Group, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$8.87 |
| 52주 최고가 | US$14.48 |
| 52주 최저가 | US$5.31 |
| 베타 | 0.25 |
| 1개월 변동 | -0.34% |
| 3개월 변동 | -21.02% |
| 1년 변동 | 44.23% |
| 3년 변동 | 179.81% |
| 5년 변동 | -63.16% |
| IPO 이후 변동 | -52.82% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jun 04
VNET: CATL Stake And Wholesale IDC Orders Will Drive Future Upside
Analysts have nudged their average price target for VNET Group slightly lower to about $15.56 from roughly $15.75, citing updated views on discount rates, revenue growth, profit margins and future P/E multiples. These changes are influenced by recent research that highlights both improved order visibility and some reassessment of conviction levels.Seeking Alpha • Jun 02
VNET Group: Upgrade To HOLD As Hyperscale Wholesale Officially Anchors The Ship
Summary VNET (VNET) upgraded to HOLD from SELL as wholesale IDC business now drives growth, offsetting retail weakness and aligning with China’s AI capex momentum. Wholesale IDC revenue now represents ~50% of total IDC revenue, with robust backlog, 1Q26 revenue up 19.8% y/y, and adjusted EBITDA up 30.6% y/y. Strategic investment by CATL offers potential for global expansion and operational synergies, but execution and tangible results remain uncertain. Significant capex plans and client concentration pose near-term risks; VNET trades at 12.5x forward P/E, mirroring GDS’s business profile and facing similar industry dynamics. Read the full article on Seeking AlphaRecent updates
내러티브 업데이트 • Jun 04
VNET: CATL Stake And Wholesale IDC Orders Will Drive Future Upside
Analysts have nudged their average price target for VNET Group slightly lower to about $15.56 from roughly $15.75, citing updated views on discount rates, revenue growth, profit margins and future P/E multiples. These changes are influenced by recent research that highlights both improved order visibility and some reassessment of conviction levels.Seeking Alpha • Jun 02
VNET Group: Upgrade To HOLD As Hyperscale Wholesale Officially Anchors The Ship
Summary VNET (VNET) upgraded to HOLD from SELL as wholesale IDC business now drives growth, offsetting retail weakness and aligning with China’s AI capex momentum. Wholesale IDC revenue now represents ~50% of total IDC revenue, with robust backlog, 1Q26 revenue up 19.8% y/y, and adjusted EBITDA up 30.6% y/y. Strategic investment by CATL offers potential for global expansion and operational synergies, but execution and tangible results remain uncertain. Significant capex plans and client concentration pose near-term risks; VNET trades at 12.5x forward P/E, mirroring GDS’s business profile and facing similar industry dynamics. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.
내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 AlphaSeeking 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 Alpha주주 수익률
| VNET | US IT | US 시장 | |
|---|---|---|---|
| 7D | -16.3% | -11.6% | -2.7% |
| 1Y | 44.2% | -4.3% | 22.5% |
수익률 대 산업: VNET은 지난 1년 동안 -4.3%의 수익을 기록한 US IT 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: VNET은 지난 1년 동안 22.5%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| VNET volatility | |
|---|---|
| VNET Average Weekly Movement | 11.9% |
| IT Industry Average Movement | 11.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: VNET의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: VNET의 주간 변동성(12%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1996 | 2,784 | Josh Chen | www.vnet.com |
는 투자 지주 회사로 중국에서 데이터 센터 호스팅 및 관련 서비스를 제공합니다. 이 회사는 고객의 서버와 네트워킹 장비를 보관할 수 있는 데이터 센터 공간을 제공하고 고객이 서버의 일부 또는 전체 캐비닛을 임대할 수 있는 코로케이션 서비스, 고객이 서버를 연결할 수 있는 상호 연결 서비스, 하이브리드 IT, 베어 메탈, 방화벽, 서버 부하 분산, 데이터 백업 및 복구, 데이터 센터 관리, 서버 관리 및 대기 서버 서비스를 포함한 부가가치 서비스로 구성된 관리형 호스팅 서비스를 제공합니다. 또한 고객이 IT 인프라를 사용하여 인터넷을 통해 애플리케이션을 실행할 수 있는 클라우드 서비스, 공용 인터넷을 통해 연결을 설정하여 고객의 사설 네트워크를 확장하는 VPN 서비스도 제공합니다.
VNET Group, Inc. 기초 지표 요약
| VNET 기초 통계 | |
|---|---|
| 시가총액 | US$2.52b |
| 순이익 (TTM) | -US$331.57m |
| 매출 (TTM) | US$1.53b |
1.6x
주가매출비율(P/S)-7.6x
주가수익비율(P/E)VNET는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| VNET 손익계산서 (TTM) | |
|---|---|
| 매출 | CN¥10.39b |
| 매출원가 | CN¥8.15b |
| 총이익 | CN¥2.24b |
| 기타 비용 | CN¥4.49b |
| 순이익 | -CN¥2.25b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -7.90 |
| 총이익률 | 21.58% |
| 순이익률 | -21.63% |
| 부채/자본 비율 | 233.6% |
VNET의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/08 09:41 |
| 종가 | 2026/06/08 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
VNET Group, Inc.는 31명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| James Ratcliffe | Barclays |
| Huiqun Li | BofA Global Research |
| Eric Chu | Canaccord Genuity |