VNET Group (VNET) Aktievy
VNET Group, Inc. tillhandahåller datacenterhosting och relaterade tjänster i Kina. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 4/6 |
| Tidigare resultat | 0/6 |
| Finansiell hälsa | 1/6 |
| Utdelningar | 0/6 |
VNET Community Fair Values
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Analyst Price Targets
VNET Group, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$6.33 |
| 52 veckors högsta | US$14.48 |
| 52 veckors lägsta | US$5.91 |
| Beta | 0.27 |
| 1 månads förändring | -14.75% |
| 3 månaders förändring | -28.64% |
| 1 års förändring | -33.86% |
| 3 års förändring | 108.22% |
| 5 års förändring | -67.37% |
| Förändring sedan börsintroduktionen | -66.33% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Sep 03
VNET: AI Data Center Capacity Expansion Will Drive Future Upside
Analysts have nudged their fair value target for VNET Group lower, with the latest Street price targets moving down to a range around $12.50 to $13.20 as they factor in slightly softer projected revenue growth, modestly lower expected profit margins, a marginally higher discount rate, and a higher assumed future P/E multiple. Analyst Commentary on VNET Group Recent Street commentary on VNET Group highlights a mix of optimism on fundamentals and caution on valuation.
Uppdatering av berättelse • Aug 20
VNET: AI Power Capacity And CATL Partnership Will Support Future Upside
Analysts have trimmed the VNET Group fair value estimate from $15.72 to $13.93. This reflects lower price targets on the stock and updated assumptions that include a slightly higher discount rate, modestly adjusted growth expectations, and a reduced profit margin outlook, partly offset by a higher future P/E multiple.Recent updates
Uppdatering av berättelse • Sep 03
VNET: AI Data Center Capacity Expansion Will Drive Future Upside
Analysts have nudged their fair value target for VNET Group lower, with the latest Street price targets moving down to a range around $12.50 to $13.20 as they factor in slightly softer projected revenue growth, modestly lower expected profit margins, a marginally higher discount rate, and a higher assumed future P/E multiple. Analyst Commentary on VNET Group Recent Street commentary on VNET Group highlights a mix of optimism on fundamentals and caution on valuation.Uppdatering av berättelse • Aug 20
VNET: AI Power Capacity And CATL Partnership Will Support Future Upside
Analysts have trimmed the VNET Group fair value estimate from $15.72 to $13.93. This reflects lower price targets on the stock and updated assumptions that include a slightly higher discount rate, modestly adjusted growth expectations, and a reduced profit margin outlook, partly offset by a higher future P/E multiple.Seeking Alpha • Aug 19
VNET Group: Solid Wholesale Execution Overshadowed By Balance Sheet Reality
Summary VNET Group remains rated Neutral as the market shifts focus from event-driven catalysts to fundamentals amid uncertainty around the CATL transaction. Despite strong wholesale IDC demand and recurring revenue, higher capex, negative free cash flow, and rising leverage weigh on VNET’s valuation and sentiment. The CATL deal’s closure, expected Q4, is critical; delays or regulatory hurdles could exacerbate downside risk given VNET’s balance sheet pressures. Wholesale order momentum is robust, but lack of raised guidance and no immediate financial impact from CATL keep the stock in 'show-me' mode. Read the full article on Seeking AlphaUppdatering av berättelse • Aug 05
VNET: AI Power Capacity And New Contracts Will Drive Future Upside
Analysts have trimmed their fair value estimate for VNET Group by about $0.53 to $8.19, as updated forecasts reflect a slightly lower future P/E alongside modest adjustments to growth and margin assumptions, while recent research notes continued interest in the stock supported by data center demand and AI related opportunities. Analyst Commentary on VNET Group Recent Street research on VNET Group highlights a mix of optimism around data center demand and AI related opportunities, alongside some more cautious points that readers should weigh carefully when thinking about valuation, execution and growth risks.
Uppdatering av berättelse • Jul 22
VNET: AI Power Capacity And China Data Center Buildout Will Drive Upside
Analysts have trimmed their fair value estimate for VNET Group by about $1.59 per share, while still highlighting stronger projected revenue growth, higher profit margins, and a lower assumed future P/E multiple as they recalibrate price targets in light of recent research updates from Deutsche Bank, Jefferies, and Morgan Stanley. Analyst Commentary Recent commentary on VNET Group centers on how the company is positioned within China's carrier neutral data center market, with bullish analysts pointing to bookings, development capacity, and exposure to artificial intelligence related demand as key factors supporting their valuation work.Uppdatering av berättelse • Jul 08
VNET: AI Power Resources And New Contracts Will Likely Support Upside
VNET Group's analyst fair value estimate has been revised from about $9.37 to $8.72, as analysts weigh higher discount rates and slightly softer margin and growth assumptions against recent research highlighting the company's carrier neutral data center position, new contract wins, and increased interest tied to AI related power resources and capacity agreements. Analyst Commentary Recent Street research on VNET Group highlights a mix of constructive views on its carrier neutral data center position and AI related power resources, alongside more cautious signals that center on execution timing, earnings quality, and long term growth risks.Uppdatering av berättelse • Jun 24
VNET: AI Power Capacity And CATL Stake Will Drive Future Upside
Analysts now set a modestly higher price target for VNET Group of $15.72, up from $15.56. This reflects updated assumptions around slightly stronger revenue growth, profit margins and long term P/E, supported by recent research pointing to solid demand, new contracts and improved visibility on power resources for AI workloads.Analysartikel • Jun 21
VNET Group (VNET) Stock Could Be 43.8% Undervalued After Settlement Notice
Settlement Announcement Puts VNET Group in Focus Pomerantz LLP has announced a proposed class action settlement involving VNET Group (NasdaqGS:VNET), with a US court approving notice to investors who acquired the company’s American Depositary Shares within the specified period. See our latest analysis for VNET Group. The proposed settlement arrives after a period of mixed momentum for VNET Group, with the share price down 11.88% over the past 30 days but a 1 year total shareholder return of...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...
Ny berättelse • 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.Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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...Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • 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 AlphaAktieägarnas avkastning
| VNET | US IT | US Marknad | |
|---|---|---|---|
| 7D | -0.6% | -1.0% | -1.0% |
| 1Y | -33.9% | 3.5% | 14.1% |
Avkastning vs industri: VNET presterade sämre än US IT branschen som gav 3.5 % under det senaste året.
Avkastning vs Marknaden: VNET presterade sämre än US marknaden som gav 14.1 % under det senaste året.
Prisvolatilitet
| VNET volatility | |
|---|---|
| VNET Average Weekly Movement | 10.9% |
| IT Industry Average Movement | 10.7% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Stabil aktiekurs: VNET s aktiekurs har varit volatil under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: VNET s veckovolatilitet ( 11% ) har varit stabil under det senaste året, men är fortfarande högre än 75 % av US aktier.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1996 | 2,784 | Wen Teng | www.vnet.com |
VNET Group, Inc. tillhandahåller datacenterhosting och relaterade tjänster i Kina. Företaget erbjuder hanterade hostingtjänster som omfattar hanterade detaljhandelstjänster, såsom colocation-tjänster där utrymme i datacentret avsätts för att hysa kundernas servrar och nätverksutrustning, samt möjligheten för kunderna att hyra hela eller delar av skåp för sina servrar; interkonnektivitetstjänster som gör det möjligt för kunderna att ansluta sina servrar; samt mervärdestjänster, inklusive hybrid-IT, bare metal, brandvägg, lastbalansering av servrar, säkerhetskopiering och återställning av data, datacenterhantering, serverhantering och reservservertjänster. Företaget tillhandahåller även molntjänster som gör det möjligt för kunderna att köra applikationer över internet med hjälp av IT-infrastruktur; samt VPN-tjänster som utökar kundernas privata nätverk genom att upprätta anslutningar via det offentliga internet.
VNET Group, Inc. Sammanfattning av grunderna
| VNET grundläggande statistik | |
|---|---|
| Börsvärde | US$1.82b |
| Vinst(TTM) | -US$354.97m |
| Intäkter(TTM) | US$1.60b |
1.1x
P/S-förhållande-5.1x
P/E-förhållandeÄr VNET övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| VNET resultaträkning (TTM) | |
|---|---|
| Intäkter | CN¥10.74b |
| Kostnad för intäkter | CN¥8.54b |
| Bruttovinst | CN¥2.20b |
| Övriga kostnader | CN¥4.58b |
| Intäkter | -CN¥2.38b |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | -8.36 |
| Bruttomarginal | 20.49% |
| Nettovinstmarginal | -22.18% |
| Skuld/egenkapitalförhållande | 237.3% |
Hur har VNET utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/11 09:18 |
| Aktiekurs vid dagens slut | 2026/09/11 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
VNET Group, Inc. bevakas av 35 analytiker. 14 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| James Ratcliffe | Barclays |
| Huiqun Li | BofA Global Research |
| Gregory Miller | Canaccord Genuity |