VNET Group (VNET) Reports Q3 Earnings in Line with Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 20 2025
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Source: NASDAQ.COM
Earnings Performance: VNET Group reported quarterly earnings of $0.02 per share, matching expectations but down from $0.06 per share a year ago. The company has struggled to exceed consensus EPS estimates over the last four quarters.
Revenue Growth: The company achieved revenues of $362.66 million for the quarter, exceeding the Zacks Consensus Estimate by 9.77% and showing significant growth from $302.21 million a year prior.
Stock Outlook: VNET Group shares have risen approximately 75.5% year-to-date, outperforming the S&P 500. However, the stock currently holds a Zacks Rank #3 (Hold), indicating expected performance in line with the market.
Industry Context: The Internet - Software industry ranks in the top 26% of Zacks industries, suggesting a favorable environment for stocks in this sector, while investors await upcoming earnings reports from peers like Zoom Communications.
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Analyst Views on VNET
Wall Street analysts forecast VNET stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VNET is 13.80 USD with a low forecast of 12.50 USD and a high forecast of 15.10 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 11.290
Low
12.50
Averages
13.80
High
15.10
Current: 11.290
Low
12.50
Averages
13.80
High
15.10
About VNET
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.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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VNET Group Inc. Rises 10.85% as AI Investment Boosts Sentiment
- Stock Surge: VNET Group surged 10.85% on Thursday to close at $10.32, reflecting strong investor interest in Chinese AI companies and indicating a bullish market sentiment towards the sector.
- Industry Backing: Goldman Sachs forecasts continued growth for Chinese stocks in 2026, with the MSCI China Index expected to rise by 20% and the CSI 300 Index by 12%, providing robust earnings support for VNET and its peers.
- Green Computing Initiative: VNET plans to develop 10 GW of green computing capacity over the next few years across China and overseas markets, showcasing its strategic focus on sustainability and technological innovation.
- Data Center Innovation: VNET's Hyperscale 2.0 initiative emphasizes AI data center innovation, with plans to establish MW-level racks and GW-scale campuses in regions like Inner Mongolia, Hebei, Beijing, and the Yangtze River area, further solidifying its market leadership.
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