VNET Group (VNET) Stock Overview
An investment holding company, provides data center hosting and related services in China. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 4/6 |
| Past Performance | 0/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
No risks detected for VNET from our risk checks.
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
JO
Jolt_Communications
Community ContributorUS$6.85FV • 67.0% undervalued intrinsic discount
73.0%Revenue growth p.a.
3.1k
7
0
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VNET Group, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$8.31 |
| 52 Week High | US$14.48 |
| 52 Week Low | US$5.15 |
| Beta | 0.16 |
| 1 Month Change | -0.95% |
| 3 Month Change | -21.08% |
| 1 Year Change | 32.54% |
| 3 Year Change | 179.80% |
| 5 Year Change | -66.48% |
| Change since IPO | -55.80% |
Recent News & Updates
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).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.
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).Recent updates
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).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.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).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.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.VNET Group, Inc.'s (NASDAQ:VNET) 31% Share Price Surge Not Quite Adding Up
Feb 16
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.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).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.Sentiment Still Eluding VNET Group, Inc. (NASDAQ:VNET)
Jan 02VNET Group: Increased Selling Of Shares Short Is Worthy Of Attention
Dec 30VNET: 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.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).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.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.VNET Group, Inc. (NASDAQ:VNET) Surges 27% Yet Its Low P/S Is No Reason For Excitement
Sep 18Expanding 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.Improved Revenues Required Before VNET Group, Inc. (NASDAQ:VNET) Stock's 28% Jump Looks Justified
Jul 03VNET Group (NASDAQ:VNET) Seems To Be Using A Lot Of Debt
Jun 25Investors Still Aren't Entirely Convinced By VNET Group, Inc.'s (NASDAQ:VNET) Revenues Despite 36% Price Jump
May 17
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.VNET Group, Inc. (NASDAQ:VNET) Stock Rockets 32% But Many Are Still Ignoring The Company
Mar 12VNET Group: REIT Injection And Capex Growth Are The Major Positives
Feb 28An Intrinsic Calculation For VNET Group, Inc. (NASDAQ:VNET) Suggests It's 31% Undervalued
Feb 16Returns On Capital Signal Tricky Times Ahead For VNET Group (NASDAQ:VNET)
Jan 20VNET Group, Inc.'s (NASDAQ:VNET) Shares Leap 26% Yet They're Still Not Telling The Full Story
Dec 04VNET: Riding AI Waves While Retail IDC Anchors The Ship
Nov 25Is VNET Group (NASDAQ:VNET) Using Debt In A Risky Way?
Nov 20Market Might Still Lack Some Conviction On VNET Group, Inc. (NASDAQ:VNET) Even After 28% Share Price Boost
Oct 11VNET: Turning Bullish On Results Beat And Favorable Outlook (Rating Upgrade)
Aug 28VNET: Still A Hold Considering Guidance And Debt Maturity
Mar 29Shareholder Returns
| VNET | US IT | US Market | |
|---|---|---|---|
| 7D | -6.0% | -1.5% | 0.6% |
| 1Y | 32.5% | -2.1% | 28.7% |
Return vs Industry: VNET exceeded the US IT industry which returned -1.6% over the past year.
Return vs Market: VNET exceeded the US Market which returned 27.6% over the past year.
Price Volatility
| VNET volatility | |
|---|---|
| VNET Average Weekly Movement | 10.6% |
| IT Industry Average Movement | 9.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
Stable Share Price: VNET has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: VNET's weekly volatility (11%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1996 | 2,784 | Josh Chen | www.vnet.com |
VNET Group, Inc., an investment holding company, provides data center hosting and related services in China. The company offers managed hosting services comprising managed retail services, such as colocation services that dedicate data center space to house customers’ servers and networking equipment, as well as allow customers to lease partial or entire cabinets for their servers; interconnectivity services that allow customers to connect their servers; and value-added services, including hybrid IT, bare metal, firewall, server load balancing, data backup and recovery, data center management, server management, and standby server services. It also provides cloud services that allow customers to run applications over the internet using IT infrastructure; and VPN services that extend customers’ private networks by setting up connections through the public internet.
VNET Group, Inc. Fundamentals Summary
| VNET fundamental statistics | |
|---|---|
| Market cap | US$2.36b |
| Earnings (TTM) | -US$37.61m |
| Revenue (TTM) | US$1.46b |
1.6x
P/S Ratio-62.9x
P/E RatioIs VNET overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| VNET income statement (TTM) | |
|---|---|
| Revenue | CN¥9.95b |
| Cost of Revenue | CN¥7.76b |
| Gross Profit | CN¥2.19b |
| Other Expenses | CN¥2.45b |
| Earnings | -CN¥256.77m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.90 |
| Gross Margin | 22.04% |
| Net Profit Margin | -2.58% |
| Debt/Equity Ratio | 251.8% |
How did VNET perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/30 14:45 |
| End of Day Share Price | 2026/04/30 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
VNET Group, Inc. is covered by 31 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| James Ratcliffe | Barclays |
| Huiqun Li | BofA Global Research |
| Eric Chu | Canaccord Genuity |