VNET Group Inc

VNET Group Inc (VNET) Stock Analysis

$4.490

-0.657 (-14.64%)At close

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High
5.250
Open
5.220
VWAP
4.73
Volume
9.00M
Mkt Cap
547.48M
Low
4.450
Amount
42.56M
EV/EBITDA, TTM
6.84

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.

AI analysis of VNET Group Inc (VNET)

Buy

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.

Analyst Ratings (1)

+207.35% upside
Buy
1 Buy
0 Hold
0 Sell
Current: 4.49
Low
12.50
Average
13.80
High
15.10

BofA

2026-08-10

Price Target

—

Buy

Deutsche Bank

2026-07-07

Price Target

$12.50

Buy

Jefferies

2026-05-26

Price Target

—

Buy

Morgan Stanley

2026-05-26

Price Target

$16

Overweight

BofA

2025-08-22

Price Target

—

Buy

Valuation Metrics

The current forward P/E ratio for VNET Group Inc (VNET) is 11.56, compared to its 5-year average forward P/E of 132.87.

Forward P/E

Fair
5Y Average P/E
132.87
Current P/E
11.56
Overvalued
551.33
Undervalued
-285.60

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
9.82
Current EV/EBITDA
6.84
Overvalued
13.33
Undervalued
6.31

Forward P/S

Undervalued
5Y Average P/S
0.77
Current P/S
0.11
Overvalued
1.34
Undervalued
0.21

Whales holding VNET

G

Greenwoods Asset Management

+ HoldingVNET

+0.55%

3M Return

S

Senvest Management, LLC

+ HoldingVNET

-1.76%

3M Return

B

Blackstone Inc.

+ HoldingVNET

-1.90%

3M Return

O

Oasis Management Company Ltd.

+ HoldingVNET

-9.55%

3M Return

Events Timeline

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

News

VNET FAQ — answered by Alphio AI

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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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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