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VNET

VNET GroupA
Nasdaq / Software & Services
Last Price
At close
2026-06-02
View Chart
Current thesis
The bull case is that VNET is turning a large wholesale order book into visible revenue: Q1 revenue grew 19.8% YoY, adjusted EBITDA grew 30.6%, wholesale revenue rose 58.1%, utilization improved to 75.7%, and management reiterated FY26 growth/EBITDA guidance. Analyst updates after the print were constructive, with BofA and Jefferies lifting targets on AI demand and order visibility.
Posture
Constructive
Lead driver
Sentiment
What changed
1 setup hits (3d) with net bullish as of 2026-06-02.
What can break
FY26 capex of RMB10bn-RMB12bn keeps cash flow and balance-sheet pressure high.
Momentum
70
Value
50
Sentiment
98
Setup hits (3d)
1 · Net Bullish
AI TargetsBase $16.40 · Bull $24.79 · Bear $8.20
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-01 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-29 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade A · Constructive
Confidence Medium · Net Bullish
Target $16.40
Why
Momentum70 · Δ7d +15.7
Value50 · Δ7d -0.4
Sentiment98 · Δ7d +39.9
So what
Strength-led posture (Net Bullish). Favor watchlist adds and disciplined entries.
Lead driver: Sentiment · See AI snapshot
Momentum
70
34% active weight
Current posture
7d trendImproving
Δ7d
+15.7
Δ21d
+44.5
Value
50
32% active weight
Current posture
7d trendFlat
Δ7d
-0.4
Δ21d
-0.2
Sentiment
98
33% active weight
Current posture
7d trendImproving
Δ7d
+39.9
Δ21d
0.0
Why this grade

Composite grade A. Momentum 70.5 / Value 49.9 / Sentiment 98.3

Fundamentals (TTM)
As of 2026-06-01
Market Cap
$3.02B
Beta
-0.00
Shares Out
1.61B
P/E (TTM)
481.4
P/S (TTM)
1.85
P/FCF (TTM) · Derived
-0.65
Rev YoY
+21.7%
EPS YoY
-204.3%
Gross Margin
+22.7%
Op Margin
+9.1%
Net Debt
$1.66B
Current Ratio
0.90
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology