Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$2.2B
285M shares
52-week range
$6.41 – $14.48
14% from low
Exchange
NASDAQ
ADRC
Borrow rate
0.97%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $3.40B | $3.79B | $4.83B | $6.19B | $7.19B | $7.41B | $8.26B | $9.68B |
| Cost of revenue | $2.46B | $2.85B | $3.75B | $4.75B | $5.88B | $6.12B | $6.43B | $7.55B |
| Gross profit | $944.9M | $939.4M | $1.08B | $1.44B | $1.31B | $1.29B | $1.83B | $2.13B |
| Gross margin | 27.8% | 24.8% | 22.3% | 23.2% | 18.2% | 17.4% | 22.2% | 22.0% |
| R&D | $92.1M | $88.8M | $112.9M | $188.5M | $306.8M | $322.2M | $246.6M | $254.0M |
| Operating income | $237.5M | $182.2M | $116.6M | $21.3M | $62.2M | −$1.97B | $669.4M | $732.0M |
| EBITDA | $895.0M | $1.01B | −$1.21B | $2.27B | $1.25B | −$366.6M | $2.43B | $2.96B |
| Net income | −$205.1M | −$182.3M | −$2.71B | $500.1M | −$789.6M | −$2.64B | $183.2M | −$249.8M |
| Net margin | -6.0% | -4.8% | -56.1% | 8.1% | -11.0% | -35.7% | 2.2% | -2.6% |
| EPS (diluted) | -1.80 | -1.20 | -26.82 | 3.30 | -5.16 | -17.58 | 0.66 | -0.90 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $11.7B | $-0.24 | $-1.25–$0.38 | 3 |
| 2027 | $14.2B | $0.55 | $0.32–$0.93 | 4 |
| 2028 | $16.8B | $0.98 | $-0.14–$3.58 | 7 |
| 2029 | $18.9B | $0.50 | $0.48–$0.53 | 2 |
Forward consensus · source: Financial Modeling Prep
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.
| $1.5B |
| — |
| DXCDXC Technology Company | $8.86 | +0.45% | $1.4B | — |
| FORTYFormula Systems (1985) Ltd. | $102.90 | -3.38% | $1.6B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 0.2× sales vs its 0.1× historical median P/S.
Fair value ≈ $4.04 · price $7.51 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
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.
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 ↗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 for you: A $5.87 million recovery fund is officially open to shareholders who bought between March 23 2022 and February 17, 2023. The deadline to file is August 20, 2026, and the current estimated payout is $0.075 per share. Claim your share here: https://11th.com/cases/vnet-investor-suit
View on StockTwits ↗$VNET Share Price: $10.35 Contract Selected: Dec 18, 2026 $10 Calls Buy Zone: $1.87 – $2.31 Target Zone: $3.54 – $4.32 Potential Upside: 79% ROI Time to Expiration: 197 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗Update on the $5.87 million VNET Group ($VNET) deadline is August 20, 2026 If you bought shares between March 23, 2022 and February 17, 2023, you are likely eligible for the $5.87 million recovery fund. This settlement resolves claims that VNET Group misled investors regarding it hid the founder’s margin-loan default, the risk his pledged shares could be seized, and the resulting threat to the company’s control structure and financing. The stock dropped 32% following the disclosure, and now the company is paying back to impacted shareholders ($0.075 per share). File your claim here: https://11th.com/cases/vnet-investor-suit
View on StockTwits ↗$VNET the market is waking up to the fact that VNET signed over 500mw of new transactions YTD. $APLD $FRMI $IREN
View on StockTwits ↗https://marketbeat.com/a/8675754/ $VNET VNET Group Q1 Earnings Call Highlights
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-5-27-21vianet-group-inc-stock/ $VNET VNET Group Earnings Transcript
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.