VNET Earnings

VNET reported its FY2025Q3 earnings on 2025-11-20, showcasing a revenue of 3.00B against an estimate of 2.00B, resulting in a 7.59% surprise. The EPS was 0.02, surpassing the expected 0.02 by 0% . The stock experienced a -1.2% price change on the earnings day and a 7.45% change over the next five days, reflecting market reactions to the results.

Following VNET's FY2025Q3 earnings announcement on 2025-11-20, the stock price moved by -1.20% on the day of the release. Over the subsequent five days, it saw a 7.45% change. Historically, VNET's stock price tends to shift by an average of +4.97% in the 10 days leading up to earnings and +7.10% in the 10 days following, providing insight into potential market.

For 2025/Q3, analysts estimate VNET’s annual revenue to reach 2.00B, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 2.04% and EPS estimates Revise Upward by 6.1% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between VNET's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 2.04%, while EPS estimates moved Revise Upward by 6.1% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, VNET's stock price typically moves by +4.97% in the 10 days before its earnings and +7.10% in the 10 days after. For the upcoming 2025/Q3 earnings, analysts expect an EPS of 0.00 and revenue of 2.00B.

The earnings call reflects strong financial health with robust liquidity, prudent debt management, and solid cash position. Market strategy is positive with stable pricing and strong demand in key regions. Product development is promising with AI-driven growth and efficient resource management. The Q&A section highlighted stable market outlook and growing demand, offsetting any concerns about specific project details. The guidance is optimistic, despite a temporary EBITDA margin decline. Overall, the sentiment is positive, suggesting a potential 2% to 8% stock price increase over the next two weeks.