VNET Group Inc

VNET Group Inc(VNET)の株式分析

$3.920

-0.428 (-10.91%)終値時点

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高値
4.478
始値
4.410
出来高加重平均価格
4.09
出来高
7.93M
時価総額
547.48M
安値
3.870
売買代金
32.42M
EV/EBITDA(TTM)
6.78

VNET Group Inc is a holding company principally engaged in providing carrier-neutral and cloud-neutral data center service. The Company’s services include managed hosting services, cloud services and virtual private network (VPN) services. Managed hosting services consisting of managed retail services and managed wholesale services. Cloud services allow customers to run their applications over the Internet using the information technology (IT) infrastructure. VPN services extend customers’ private networks by setting up secure and dedicated connections through the public Internet. The Company mainly operates its businesses in the domestic market.

ir.21vianet.com

AI分析 of VNET Group Inc (VNET)

買い

VNET Group Inc is a good buy right now due to its recent revenue growth of 14.2% year-over-year, reaching RMB 2.78 billion in Q2 2026, and a current price of $5.53, which is significantly lower than the analyst price targets of $12.50 and $16. The main risk is the declining gross margin, which fell to 18.18% in Q2 2026, indicating potential profitability challenges as the company expands its AI data center operations.

アナリスト評価(1)

上値余地 +252.04%
買い
1 買い
0 中立
0 売り
現在: 3.92
安値
12.50
平均
13.80
高値
15.10

BofA

2026-08-10

目標株価

—

買い

Deutsche Bank

2026-07-07

目標株価

$12.50

買い

Jefferies

2026-05-26

目標株価

—

買い

Morgan Stanley

2026-05-26

目標株価

$16

オーバーウェイト

BofA

2025-08-22

目標株価

—

買い

バリュエーション指標

VNET Group Inc(VNET)の現在の予想PERは11.56で、5年平均は132.99です。

予想PER

適正
5年平均 P/E
132.99
現在のP/E
11.56
割高
551.40
割安
-285.43

予想EV/EBITDA

適正
5年平均 EV/EBITDA
9.81
現在のEV/EBITDA
6.78
割高
13.33
割安
6.30

予想PSR

割安
5年平均 P/S
0.77
現在のP/S
0.09
割高
1.33
割安
0.21

VNET を保有するクジラ

S

Senvest Management, LLC

+ を保有VNET

-0.82%

3か月リターン

B

Blackstone Inc.

+ を保有VNET

-1.70%

3か月リターン

G

Greenwoods Asset Management

+ を保有VNET

-1.75%

3か月リターン

O

Oasis Management Company Ltd.

+ を保有VNET

-11.89%

3か月リターン

イベントタイムライン

2026-09-21 (ET)

06:30:00

VNET Group Closes Purchase of 650,424,192 Shares by PJ Millennium

2026-08-18 (ET)

12:30:00

VNET Group Shares Decline

09:00:00

Stock Futures Weaken as Oil Prices and Treasury Yields Rise

2026-06-09 (ET)

16:20:00

Major Averages Dip as Market Awaits CPI Report

12:00:00

Major Averages Broadly Lower as Market Awaits CPI Report

ニュース

VNET のよくある質問 — Alphio AI が回答

VNET Group Inc is a holding company principally engaged in providing carrier-neutral and cloud-neutral data center service. The Company’s services include managed hosting services, cloud services and virtual private network (VPN) services. Managed hosting services consisting of managed retail services and managed wholesale services. Cloud services allow customers to run their applications over the Internet using the information technology (IT) infrastructure. VPN services extend customers’ private networks by setting up secure and dedicated connections through the public Internet. The Company mainly operates its businesses in the domestic market. It operates in the Technology sector.

VNET Group Inc is a good buy right now due to its recent revenue growth of 14.2% year-over-year, reaching RMB 2.78 billion in Q2 2026, and a current price of $5.53, which is significantly lower than the analyst price targets of $12.50 and $16. The main risk is the declining gross margin, which fell to 18.18% in Q2 2026, indicating potential profitability challenges as the company expands its AI data center operations.

1 analysts cover VNET: 1 rate it Buy, 0 Hold and 0 Sell. The average price target is 13.80.

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