VNET Group/$VNET

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About VNET Group

VNET started as AsiaCloud in 1999 and moved to the data center business with its first self-developed data center opening in 2010. The firm listed (as 21Vianet) on the Nasdaq in April 2011, subsequently changing its name to VNET Group in 2021. It originally focused on providing data center services such as colocation and cloud services to retail clients in China, but added hyperscale customers in 2019 and now counts large Chinese hyperscalers such as Alibaba Cloud, Tencent Cloud, and Huawei Cloud as customers. At the end of June 2025, it had 51,960 retail cabinets with the majority in Beijing, Shanghai, and the Greater Bay area. It also had 674 MW of wholesale capacity in service with a further 326 MW under construction and a further 792 MW held for future development.

Ticker

$VNET

Sector

Business services
Primary listing

Employees

2,581
Headquarters

VNET Group Metrics

BasicAdvanced
$2.4B
-
-$0.04
0.16
-

What the Analysts think about VNET Group

Analyst ratings (Buy, Hold, Sell) for VNET Group stock.

Bulls say / Bears say

The company raised its full-year 2025 revenue guidance to RMB 9,150–9,350 million (11–13% YoY growth) and adjusted EBITDA guidance to RMB 2,760–2,820 million (14–16% YoY growth), underscoring management’s confidence in sustained top-line and margin expansion (Nasdaq).
VNET’s wholesale in-service capacity surged by 101 MW quarter-over-quarter to 674 MW, with utilized capacity rising to 511 MW as of June 30, 2025, reflecting robust hyperscaler demand (PRNewswire).
The Board authorized a US$50 million ADS share repurchase program on June 27, 2025, signaling management’s commitment to returning capital and confidence in the stock’s valuation (PRNewswire).
The company's net debt to trailing twelve-month adjusted EBITDA ratio was 5.3x as of June 30, 2025, while full-year CapEx is forecast at RMB 10–12 billion, indicating elevated leverage and cash-flow pressure (Motley Fool).
China’s plan to tackle data-center oversupply by building a state-managed cloud network to sell surplus computing power may exacerbate pricing pressure and underutilization risks for privately operated data centers like VNET (Reuters).
VNET shares plunged 44% in April 2025 after InvestingPro flagged them as overvalued, highlighting the stock’s valuation vulnerability and susceptibility to sharp drawdowns (Investing.com).
Data summarised monthly by Lightyear AI. Last updated on 5 Oct 2025.

VNET Group Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

VNET Group Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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