Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$2.1B
285M shares
52-week range
$6.17 – $14.48
16% from low
Exchange
NASDAQ
ADRC
VNET started as AsiaCloud in 1999 and moved into the data center business, opening its first self-developed data center 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 December 2025, it had 49,863 retail cabinets, with the majority in Beijing, Shanghai, and the Greater Bay area. It also had 889 MW of wholesale capacity in service, with a further 452 MW under construction and a further 840 MW held for future development.
www.vnet.comNo one on the platform currently holds VNET.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 308,769 | $3.2M |
No one on the platform has traded VNET yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $11.8B | +20.1% | $-0.36 | $-1.86–$0.57 | — | 4 |
| 2027 | $14.2B | +21.0% | $0.58 | $0.33–$0.98 | 12.9× | 5 |
| 2028 | $16.9B | +18.6% | $1.01 | $-0.17–$2.28 | 7.4× | 8 |
| 2029 | $19.4B | +15.0% | $0.50 | $0.47–$0.54 | 14.9× | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-26 | $-0.03 | $-1.20 | -3382.3% |
| 2026-03-16 | $0.04 | $-0.00 | -103.6% |
| 2025-11-20 | $0.02 | $0.02 | +0.0% |
| 2025-08-21 | $0.02 | $-0.01 | -150.0% |
| 2025-05-28 | $-0.01 | $-0.12 | -1100.0% |
| 2025-03-12 | $0.03 | $-0.01 | -133.3% |
| 2024-11-20 | $0.03 | $0.06 | +100.0% |
| 2024-08-27 | $0.02 |
| $0.06 |
| +157.2% |
| $1.5B |
| — |
| DXCDXC Technology Company | $10.68 | -1.20% | $1.7B | — |
| FORTYFormula Systems (1985) Ltd. | $105.00 | -3.45% | $1.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
$VNET guidance next week will be interesting. $GDS just showed massive pipeline growth and are targeting 1GW of leases this year. $FRMI
View on StockTwits ↗$VNET: The 2027 AI Infrastructure Valuation Thesis. AIDC Scaling: "ALL in AI" strategy powering Hyperscale 2.0 campuses and GW-scale AIDC rollouts. Institutional Backing: Strategic capital from Ningde Times and Blackstone anchors long-term growth. Operating Leverage: Massive MW order wins driving compound top-line acceleration through 2027. Hit the profile and follow for real-time trade breakdowns.
View on StockTwits ↗$VNET quiet board on a massive up day. Excited for earnings season on this. If China’s data center demand starts to look anything like the US, these will pop like $APLD $IREN $FRMI
View on StockTwits ↗When we see a stock like this, we know how many damaged investors are out there. Believe it or not, there’s some good news. $VNET investors you might be surprised, but you actually have a chance to recover your losses. Don’t miss it: https://11th.com/cases/vnet-investor-suit
View on StockTwits ↗Imagine buying $VNET at its peak, only to watch it crash like this and then finding out there’s a way to get some money back. To all $VNET investors out there, we’ve got some important news: a $5.87 million investor settlement is now open for claims from shareholders who purchased shares between 2022 and 2023. The deadline is next months, you can check if you’re eligible and claim your share: https://11th.com/cases/vnet-investor-suit
View on StockTwits ↗If you bought $VNET, there's still time to file a claim before the settlement deadline next month. If you purchased shares between 2022 and 2023, you may be eligible. Investors alleged VNET failed to disclose risks tied to its founder's margin loan default. After those details became public, $VNET fell nearly 32%. Check your eligibility and submit your claim: https://11th.com/cases/vnet-investor-suit
View on StockTwits ↗Imagine buying $VNET at its peak, only to watch it crash like this and then finding out there’s a way to get some money back. To all $VNET investors out there, we’ve got some important news: a $5.87 million investor settlement is now open for claims from shareholders who purchased shares between 2022 and 2023. The deadline is in two months, you can check if you’re eligible and claim your share: https://11th.com/cases/vnet-investor-suit
View on StockTwits ↗$VNET I will never buy chineese stocks again ..just scam
View on StockTwits ↗$GDDY this is crazy cheap vs its historic valuations and vs its industry median... been using their services always $FSLY $CORZ $VNET $WIX`
View on StockTwits ↗China is preparing to spend $295B over the next five years building a nationwide network of AI data centers. The ambitious plan — led by the National Development and Reform Commission and operated by state giants China Mobile and China Telecom — is already lifting shares of $GDS and $VNET as Beijing doubles down on domestic AI infrastructure and reduces reliance on foreign chips. https://notreload.xyz/china-295b-ai-data-center-plan-boosts-gds-vnet/
View on StockTwits ↗$GDS $VNET this 295B announcement is largely a benefit to SOE (State Owned Enterprises) not private operators. If anything this is a competitive headwind for GDS and VNET. The main beneficiaries are the domestic data center component suppliers.
View on StockTwits ↗$GDS $VNET China to spend $295B on building data centers across country, Bloomberg says American depository receipts of Chinese cloud providers GDS Holdings (GDS) and Vnet Group (VNET) rise about 7% and 9% respectively after Bloomberg reported China is preparing to spend $295B on building data centers across the country, citing people familiar with the matter. Government agencies, such as the National Development and Reform Commission, are currently drafting a blueprint of a network of inter-connected hubs across the country. State firms, including China Mobile and China Telecom, will operate the bulk of the data centers and while local suppliers will supply 80% of the technology, the sources added.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.